Here4Inf0Only

1.2K posts

Here4Inf0Only

Here4Inf0Only

@Here4Inf00

Katılım Kasım 2024
65 Takip Edilen0 Takipçiler
WorstGenHQ
WorstGenHQ@WorstGenHQ·
#ONEPIECE1179 When Imu lands on Elbaph, he spits blood and falls to his knees, then transforms and we see his design. (My theory that he can't leave Holy Land for long because of a curse might actually be true.) 🔥🔥🔥🔥
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Here4Inf0Only
Here4Inf0Only@Here4Inf00·
@syahir Faktor sekuriti bekalan, harga minyak mentah or kedua² nya yg menyebabkan harga dkt pump melonjak tinggi sgt ni?
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Syahir
Syahir@syahir·
Harga Singapore Gasoil penanda aras harga Diesel di Asia melebihi paras $250 setong harini. Walaupun harga minyak mentah sekarang ($115) lebih rendah daripada 2022 dan 2011-2014, harga Singapore Gasoil tidak pernah mencecah paras yang kita tengok sekarang. Aku punya kira-kira menunjukkan ada potensi harga Diesel akan naik lagi minggu ni. Hari jumaat lepas harga Diesel dah melebihi RM6 seliter. Kalau kira APM purata 5 hari lebih rendah sikit. Memang gila penangan perang 💀
Karim Fawaz@karim__fawaz

We've seen these benchmark crude prices before. We've never seen these product prices before. Gasoil in Asia (Singapore-FOB) is trading above $250/b, up 3.3x where we started this year. At the peak in 2022 ~ $185/b At its highest in 2011-14 ($100+ crude) - it traded ~$144/b

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Hezeri Samsuri
Hezeri Samsuri@HezeriSamsuri·
Rider rider sekarang marah kalau otai bagi nasihat. Terus kecam cakap kita ni terlebih tua. Cheh.. kalau gitu, yang kau nak gak main motor zaman kami kenapa? Pi la main 4-stroke jetski tu. Rempit rempit kami, ramai dah jadi CEO CFO CTO sebab main motor pun, belajar kami tak tinggal. Lepas tu bila polis nak tahan plate kecik, bagi alasan macam macam. Kalau berani, tak yah lari laaa…. Bayar je saman. Kata rider kaaan, lagi handal dari kami kaaaan?
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Taufiq Johari
Taufiq Johari@taufiqjoharii·
𝐾𝐸𝑁𝑌𝐴𝑇𝐴𝐴𝑁 𝑀𝐸𝐷𝐼𝐴 26 MAC 2026 𝐊𝐁𝐒 𝐆𝐄𝐒𝐀 𝐋𝐀𝐍𝐆𝐊𝐀𝐇-𝐋𝐀𝐍𝐆𝐊𝐀𝐇 𝐖𝐀𝐉𝐀𝐑 𝐃𝐈𝐀𝐌𝐁𝐈𝐋 𝐎𝐋𝐄𝐇 𝐅𝐀𝐌, 𝐑𝐄𝐅𝐎𝐑𝐌𝐀𝐒𝐈 𝐌𝐄𝐍𝐘𝐄𝐋𝐔𝐑𝐔𝐇 𝐏𝐄𝐑𝐋𝐔 𝐃𝐈𝐋𝐀𝐊𝐒𝐀𝐍𝐀𝐊𝐀𝐍.
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Syahir
Syahir@syahir·
@wearing3plemask boleh je sebab US lift ban sementara. tapi kita berebut dengan orang lain jugak.
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Syahir
Syahir@syahir·
Dah tengok the deleted raya video by Pejabat Menteri sorang tu. Ini mesti idea pegawai-pegawai. Out of touch dan insensitive. Cukup buat video ucapan raya atau wish ramai-ramai dekat Pejabat Kementerian je. Tugas pegawai bukan iring dan angkat beg menteri je, juga kena baca mood orang ramai dan keadaan semasa termasuk hal ehwal dan isu yang takde kena mengena dengan kementerian sendiri.
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Here4Inf0Only
Here4Inf0Only@Here4Inf00·
@ApurvaSanghi So what would be the best timing of increasing fuel price to deem it gradual & not sudden? 🤔
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Apurva Sanghi
Apurva Sanghi@ApurvaSanghi·
How prepared is Msia’s economy to weather the current shock vs the recent dual COVID/ war shocks? TLDR: Msia’s macro position is broadly stronger now than during the eve of COVID. Most - but not all - key indicators are healthier Healthier today: - GDP growth: 4.4% in 2019 → 5.2% in 2025 - Real GDP per capita: RM 42.5k in 2019 → RM 48.2k today - Unemployment: 3.3% in 2019 → < 3% today Healthier on eve of Covid: - Inflation: Lower in 2019 (0.7%) → 1.6% today - Fiscal deficit: 3.4% of GDP in 2019 → 3.8% today - Debt/GDP: 52.4% in 2019 → 64.7% in 2025 - Import cover: 7.5 months in 2019 → 5.8 today __________________________________ To elaborate: 1. Growth & pc growth both higher today than pre-covid. During covid, M’sia dealt with its worst contraction since the AFC. But today, growth is ~5% & per capita real income is ~13% higher than pre-covid 2. The labor market today is signaling near full employment. Pre-pandemic unemployment was 3.3% (covid-era unemployment peaked above 5%). Today, it’s below 3%; lowest in over a decade 3. While inflation is higher today than on eve of covid, it remains stable & contained. This is despite recent solid growth, reflecting a healthy inflation -- growth dynamic A lot now depends on whether businesses and folks like you & me believe what’ll happen to future inflation (yea, kinda like vibes; nerdy econ term is “inflationary expectations”). But without published data on such expectations, it’s a bit hard to assess 4. Msia’s fiscal deficit: a bit higher now vs pre-covid. From pandemic high of 6% of GDP, the trending downward of the fiscal deficit is encouraging (reflecting subsidy reforms & fiscal consolidation) 5. High debt/GDP is a concern: Debt interest payments are rising, taking up a larger share of govt revenue. This means less room for stimulus (if it comes down to that) ——- On balance, in broad macro terms, compared to pre-covid, M’sia is entering today’s situation more from a position of strength rather than weakness, albeit with narrower fiscal space —> Also worth noting that M’sian recessions & downturns are deep but short. B’cos the economy’s highly open to trade & capital flows, shocks hit quickly -- but recovery is also quite fast —> And worth recalling what makes M’sia resilient: Few emerging markets have a mix of commodities + mfg, flexible exchange rates, stable financial sector, over 90% of external debt denominated in local currency etc That said, my 3 (near-term) worries are: 1. The obvious one is that as an open, “price-taking” economy, M’sia is exposed to global supply chain disruptions, esp in fuel, food, fertilizers If energy prices stay higher for longer, that could also dent Msia’s (power-hungry) AI investment boom A strong ringgit offers some respite against higher import prices although import cover is lower today than on eve of covid Being net energy exporter helps, but as I pointed out in my previous post, who benefits from higher energy prices varies greatly: no guarantee that the rakyat or even the govt would benefit 2. Tourism could soften. Recall, tourism was the surprise star of 2025, even contributing to Msia’s 1st-ever services trade surplus in 13 years. But low value-added tourism (as in M’sia) is cost-sensitive & jet fuel costs are already on the rise 3. The fiscal position, though not weak, is not strong either. This may necessitate re-visiting the current fuel subsidy setup. To what extent govt bears the cost (via footing the subsidy bill) -- vs. the rakyat (via higher fuel & related prices) -- is also a political economy question But one thing for sure: any hike in fuel prices should be gradual & not sudden. There are too many adverse 2nd / 3rd order effects of sudden hikes in fuel prices ——- It’s impossible to say how & when the current uncertainty will resolve. Not panic but preparation -- and not only by the govt but also by the rakyat -- is what’s called for 🤲🏼 END/
Apurva Sanghi@ApurvaSanghi

Q) M’sia is a net energy exporter… but who in M’sia benefits from higher energy prices? A) Mostly exporters; not necessarily the rakyat or even the govt This is 'cos: 1) M’sia is 3+1 things at once: an oil producer, an oil exporter, an oil importer. And a major gas exporter - it produces (light, high quality) crude oil, mostly offshore in Sabah, Terengganu, S’wak, and exports lots of it. So exporters benefit from higher oil prices. Same for gas exporters, with higher gas prices - ⁠It imports (heavy) crude oil mostly from Saudi, UAE, Africa that M’sian refineries refine, partly for local consumption & partly for export, and capture the spread So when energy prices increase, it is M’sian exporters that benefit 2) Oil is priced *globally*, not domestically (gas mkts are more nuanced). Even the oil M’sia exports, it still sells into the global market, where *global* demand / supply sets prices -> This underscores that being a net energy exporter doesn't insulate you from higher prices. Even with fuel subsidies in place, M’sia imports *refined* oil products such as gasoline, jet fuel, specialized oils for machinery/ mfg etc. In fact, last year, M’sia imported RM92 bil worth of such refined oil products, mainly from SG, S. Korea, India. That’s almost 9% of all goods imports! Higher costs of such refined products directly or indirectly affect M’sian businesses & rakyat 3) But what about govt: doesn’t govt benefit from higher net energy exports? Not necessarily. First, when it comes to oil, M’sia has turned into a net importer in recent years of both crude & refined products. This is a surprise but a fact. So higher oil prices lead to a higher import bill. Second, is whether higher commodity-based revenue is enough to compensate higher fuel subsidy spending. If not, govt will not benefit necessarily from higher prices. We'll crunch the numbers, and more, in our next economic update soon, so pls stay tuned…but for now, suffice to say that headlines such as "a net energy-exporting country benefits from higher energy prices" is simplistic…you have to distinguish btwn refineries, exporters, govt & citizens End/

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Tok Hang
Tok Hang@Tok_Hang67·
Point Sya mudah, Kenyataan Rasmi Kerajaan tak boleh dibuat berdasarkan kemungkinan semata-mata. Ya, tak nafikan keputusan mahkamah boleh beri implikasi. Tapi dalam isu besar seperti Perjanjian Perdagangan, kenyataan perlu berasaskan fakta jelas atau pengesahan rasmi. Dalam isu ni, jelas kenyataan dibuat sebelum ada kepastian. Itu yang dimaksudkan sebagai Tergesa-gesa. Plus, Rafizi tu Mp dan dia berhak mempersoalkan Dasar dan perkara² yang melibatkan Public Interest. Kau pula siapa? Ouh lupa back up boss kan. Tapi tula, persoalan simple pun tak faham lepas tu emo pula. Sekian #TSR
Syahir@syahir

Apa yang tergesa-gesanya dah nak dekat sebulan SCOTUS buat keputusan tarif timbal balas di bawah IEEPA tak sah dari segi perlembagaan US. Perjanjian ART berasaskan tarif timbal balas, dah tarif tak sah, perjanjian tak sah la. Ini pun Menteri MITI bagi kenyataan selepas US kenakan tarif baru 10% bawah Section 122 dengan umumkan siasatan ke atas Malaysia (dan 60 buah negara lain) bawah Section 301 atas tuduhan buruh paksa dan excessive manufacturing capacity. Bermakna tarif terkini dan di masa akan datang selepas siasatan selesai yang sepatutnya menjadi asas kepada apa jua perjanjian perdagangan yang akan dirunding kelak. Bila SCOTUS buat keputusan Rafizi jugak paling laju meloncat cakap itu ini, cakap orang lain tergesa-gesa. Isu sebenar pun tak faham.

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Capt. Harris🇲🇾
Capt. Harris🇲🇾@Blakk_Harris·
Yang effect teruk adalah Pasukan Kebangsaan Malaysia yer ‼️‼️ Meanwhile JDT boleh celebrate Juara Liga Super, main Quarter Final ACLE tanpa sebarang tindakan dikenakan Can we call this is as sabotage kepada National Team? @HRHJohorII National team kalah kepada Club
Zulhelmi Zainal Azam@zulhelmizainal1

🚨Sah, Harimau Malaya terlepas ke Piala Asia 2027! Jawatankuasa Tatatertib & Etika AFC telah membuat keputusan Malaysia diisytihar kalah dengan jaringan 3-0 bertemu Vietnam dan Nepal kerana menurunkan pemain yang tidak layak dalam dua perlawanan Kelayakan Piala Asia 2027. 🔚🇲🇾 @ASTROARENA

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Malaysia NT
Malaysia NT@malaysia_nt·
Mark your calendars! Harimau Malaya will face Vietnam in the upcoming fixtures: 📌 31 March 2026 - Vietnam 🇻🇳 vs Malaysia 🇲🇾 8pm, Stadium Thieng Truong, Nam Dinh, Vietnam #HarimauMalaya #AsianCup2027Qualifiers
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