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Strong demand for AI is boosting valuations, and technology stocks are entering an upward cycle.
(Kuala Lumpur, 5th News) With the increasing demand for artificial intelligence and the current recovery cycle, the market expects this to drive the strength of the technology sector while shouting to buy Intellicon and the Pacific ( $INARI (0166.MY)$) and Mathe Pacific( $MPI (3867.MY)$).
Lianchang International investment bank analyst pointed out that as the technology sector has entered a new upward cycle, it is necessary to re-calculate the valuation of major companies and raise the rating from the original "neutral" to "shareholding".
Analysts said that the capacity utilization rate of the technology sector is expected to further rise, and this phenomenon is expected to begin in the second half of this year.
Looking back at the performance of the Malaysian technology index in the first quarter of this year, it was mediocre compared to the Malaysian FTSE Bursa Malaysia KLCI Composite Index；however, with the improvement in the performance of major technology companies and a positive outlook, the technology index rebounded and outperformed the composite index, with an increase of 15% between May and June .
Overall, analysts prefer outsourced semiconductor assembly and testing (OSAT) suppliers, with Inari Amertron and MPI as their top choices.
Technology stocks are seeing the dawn.
On the other hand, Kenage investment banking research analysts also pointed out that in fact, the technology sector has begun to reveal different information, including the World Semiconductor Trade Statistics Organization (WSTS) recently forecasted global semiconductor sales in 2024, from the original ...