how to invest in stocks in Malaysian share market sector-by-sector
breakdown
in this video I'm going to show you the sector breakdown just go into my
brokerage account as you can see over here go to here home market so if your
brokerage does not have this kind of feature then very easy it sucks
change the work to a brokerage that shows you something like this okay this
sector so so I'm going to get gonna do a quick review of how to invest in these
sectors in the stock market so for example if you go to these sectors
mining there's really not much of mining sector you can invest in I don't know
why you want to invest in mining sector so just keep that plantation sector it's
something that we can see over here plantation you have like two pages of
stocks your oil palm for the most part um again you know you have like fgv like
felda and all that but if you ask me whether I'm an expert in this sector
know like I don't think anyone it's really an expert in those oil palm or
even plantation sector unless you work in that sector alone which means that
Tuco warren buffett you have to invest within your circle of competency if not
you will be doing a lot of work in this sector trying to understand it plus the
fact that and open is essentially a commodity now again again the commodity
prices it fluctuates you have to understand what the supply and demand
whether the weather factors and all that if you have a certain weather condition
coming and if you assign all the harvests of these plantation companies
in return it will affect the net profit and then in return if you affect that
stock price so you have to understand the whole process if you are not an
expert in this I would say that you could probably just skip this plantation
sector unless you have a good understanding of this now how about
properties now properties are getting no brainer everyone can relate to
properties because mostly you can see all these stocks are a property
developers now it seems are very easy to know the property will appear
we're doing well or not bagging launching and all that then most of
these properties are actually property developer for residential properties
when it become the residential properties and at the time of this
recording with two empty eighteen you know that there's always supply in the
market there's a lot of overhang property that cannot be so they have to
do a lot of promotion and all that so property sector it seems like easy
because it's something that we encounter everyday but because of the oversupply
issues overhang issues so this is just we invest with caution because it's not
as easy as a lot of people actually things but if you like that then just go
ahead but personally there's other options when I want to invest in
property which I'm going to talk about more as this video progress so for hotel
there's really not much shangri-la and all that so we just skip we know finance
now finance is another sector that is good because finance is actually what
because a bellwether of the economy and what it means by that and normally
finance sector is if there's a any stock market crashed finance sector would be
the first to be impacted or there is a sign that's why it's called bellwether
of any stock market over the economy and after that's a stock market crash
recession then he recovers back finance stocks is also one of the first sector
no study has shown that the first sector to recover so there Lyla like yachts
terrible weather of the entire economy a stock market having say that you also
know that now the banks margin are really being squeezed that's why you see
that over the years there has been a lot of retrenchment because a lot of things
when it comes to banking there's a lot of compliant causing loss which means
that they really the complaint cross compliance costs cost a lot of money to
implement right and all these are actually very regulated by the central
bank so the other thing is the interest rate has been all-time low and the
interest rate is low banks earns their money from the interest rates that
you charge them and you borrow a loans and all that quiz the banks margin
that's why a lot of banks nowaday they are going for the what we quite a well
management business side of thing or business banking because the loan which
used to be the lending son of the England used to be very profitable but
with this compression of interest rate banks have to really do a cost here and
there reduce paperwork or everything go online redo the staff and all that and
next one we're not going to do SPE special purpose acquisition vehicle we
are going to do infrastructure now infrastructure you have a lot of this
electrical and all that so generally infrastructure again it is a good for
cash flow due to the fact that the infrastructure okay just imagine you
know all the company line know like TN be the man guy no infrastructure not
sure why it's not listed here but every infrastructure company like it can be
everyman you actually paying them so there's no no doubt of where the money
will be coming from and there's no point to say that whether the business is
doing good not having said that they also monopoly meaning that if they feel
that the increase in the tariff is justifiable then maybe they will do so
with government approval and things like that of course but having said that the
cash flow is also always almost guaranteed the only thing that
infrastructure company or stock have to look for they have to really control the
costs okay but this infrastructure a lot of cost to maintain all those
infrastructure related to support all the infrastructure and not sure why I'm
saying over here but hope that makes sense so with that we have cover
actually how to invest in plantation started investing probably start
investing financed on how to invest in infrastructure stocks now this is next
how to invest in technology sector or technology stocks now when it comes that
knowledge a sector a lot of people will jump right into it because they think
technology is a very easily understandable who else your hand if you
are not using some of Technology in today's age maybe your
handphone maybe your computer maybe your let them be iPad so all this technology
sector but when invest in circuit technology sectors in in those
technology companies it's not as easy because for example in there is one
example they are not really like you know technology is technology they also
you have to understand you know they are doing a lot of testing manufacturing for
all the parts and whatnot equipment to test for example they are supplier
supplier for for Apple the supplies of the parts to make sure I phone now it
might seem simple to say that as long as mobile phone and normal device are going
they may have this supply and demand but just bear in mind that there's a lot
more to into it because things like what is the the whether there's any raw
material shortage does that could impact the revenue for example if I go to only
like Vitrox the vision inspection so vision inspection for microchip and
all that man engineer myself so I know a bit of this and this is something sector
if you are not working in the sector it's really hard to say that what is the
supply and demand of these electronic parts or electronics sector how how what
is the cost whether there's you know China and all that they are actually big
competitor for this semiconductor industry they really you know things are
really like for example computer is getting cheaper and they are getting
more advanced simply because the cost of all these things actually going down so
there's a lot of competitive cost over there and to an extent man there's a lot
of competition there's a lot of supplies your cost who drives down you cannot
sell that as expensive that you were selling to your customer and having say
that when it come to cost control and come to supply and demand of these
technology sector there's a lot of factor that goes into it it's not as
easy as a lot of people think so the h1 I want to warn you about you really have
to be working in this industry and your knees your
maybe your Bogle feet wet deep into this in data to understand the supply and
demand curve whether there's a lot of whether there's this tariff and all that
job political risks that might affect the supply and demand own not only the
technology sector but the technology parts in this sector itself so again not
easy but let's move on to trading and service now trading and service is
something that you need to specify because it's a huge scope by its own a
huge huge scope know what means like that now you see Air Asia your favorite a
Asia flat company or Air Asia it's still it's still trading and service business
a Malaysian Airport VJ corporation that probably runs the all the Asha also sell
calm and BJ food all those or Kenny Rogers be jet authorities or the
gambling and all that so caring is a pharmaceutical company farmer run
pharmacy so it's a huge sector you have to narrow down by what kind of business
that you're focusing on is the evasion is it telco is this something like those
nonchalant compliant things or whether it's a food and beverage so these are
all our services are trading and services sector so you have to focus
it's impossible to cover everything and you can see the under services and
trading and this sector there's ten pages of all these stocks that is listed
and here so it's a huge sector you might want to narrow down by only investing in
the sector that you are very very familiar in depend on let's say if you
are talking about Nestle okay and they show you probably next ok my eg it's not
analogy stocks since I it's like trading services Nestle Nestle supposedly also
it is a training services but know Nestle is actually and what I call with
consumer product a services trading services sector you
have to be to narrow down what other expect whether it's a pharmaceutical you
know where there is a foreign vibration know that now having said that one of
the best sector to invest in from a very high level is one of it is also consumer
sector because let's let's be frank things in consumer sector like we want
to show you this night Nestle right so regardless of any economic cycle
economic recession you still have to a lot of people still have to depend on a
no drink and eat all your conflicts and your meal oh you're Milo your new powder
and all that so these are the most resilient sector when it comes to
consumer products and I highly highly suggest if you're a beginner you might
want to actually look at this sector corrects it's a company that does
rubbers condoms and all that and people are not going to start having sex
even though tech the economic recession scream coming down now QL is actually
care resources is a company produce eggs and poultry that you eat every day you
go to your economic rise you want to buy a cook for yourself you go to any
restaurant these are the company produce poultry eggs and all your food for
consumption so when you are stuck and don't know what to invest in so you
don't reset very sexy sectors like technology or even properties you choose
sectors which is boring but something everyone can relate in Sasbadi is at
least a company that that's all your revision books your SPM PMR are and
all that so these are require consumer goods and it's always always good to
start with then your consumer good now the other last thing that I want to
cover today is this sector ok construction let's see or the
construction again if you were in a construction company
then there's always you can actually invest in this sector
if you know what's going on but having said that if you're not in this sector
then you be expected to do a lot of homework because construction it all
comes to who gets what job whether they get a tender for these jobs whether they
got jobs for construction infrastructure not only in Malaysia Malaysia and what
is the potential of that how how much this company who are able to secure
contract the viewer bridge in China of Vietnam or Myanmar
how they're going to profit for that so this is actually not easy and if you
follow this sector very closely again it's very special I sector don't go into
this sector unless you actually in this contracting sector itself now what I
want to say that there's this industrial products that that is perhaps the second
the second option if you want to choose a sector as a total new beginner when it
comes to invest in stock invest in this is how you want to invest in this
so-called industrial product sector so in the soup Ronda is if you review over
here you have this algae on another gear that made all those rooftops they meet
me some companies here they actually make glasses some company here they
actually make steel so all those are industrial equipments like piping and
all that boring stuff but this again a basic necessity when it comes to all the
human what humans need for homes or infrastructure for the sewer whatnot and
things like that so as you can see this ten pages over here again specializing
the thing of industrial service or product that you want to specialize in
now things like pressed metal aluminum supplier looks easy but some of these
combination export their stuff overseas so you might also want to specialize in
certain equipment sector and this sector that but what kind of industrial product
are goods and it's likely there are a few counters under that new
category so you nice now you're category and just keep an eye follow the news if
you want even like Super Max they actually make rubber globes even
companies like for example let me show you here I should have company like top
glove also rubber these are the top producers of rubbers anyway in the world
so with that being say this will be my second sector because these are most
resilient we have covered everything in this sector how do you invest in
consumer product stocks how to invest in industry product stocks how to invest in
construction stock trading stocks technology stocks how do you invest in
infrastructure so we have covered almost everything big huge over here the only
thing that one sector I have not covered but this is the sector I would like the
most because I'm also the expert in it in it you want to know this sector which
if you very consistent very guaranteed dividends year after year and also very
resilient to any economic cycle you if you reach and you hear do smash this
notification button hit subscribe and wait for the next end screen there will
be redirected there's a video for you in the next lesson you can click where I
review the sector that gives you consistent dividends year after year
regardless of economic condition that is the sector the safe the path for the
last does that being said is CFL you hit the subscribe button like this video
comment below of you like this and just watch the next video coming up in the
end screen because you're going to love it very very much okay ciao
you
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