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Columns Foreign funds have been selling off for 11 consecutive weeks, with an outflow of 47 million Ringgit.
(Kuala Lumpur, 6th) Foreign investors in Bursa Malaysia continued the trend of selling for the 11th consecutive week, setting the longest decline record last year. However, the pace of withdrawal slowed significantly. Last week, there was an outflow of 47 million Ringgit, compared to the outflow of 0.2 billion 31.9 million Ringgit the previous week.
According to the weekly fund flow report researched by MIDF Investment Bank, foreign investors net bought 0.57 million Ringgit and 11.20 million Ringgit of Malaysian stocks on Monday and Tuesday last week, respectively.
However, after returning from the New Year holiday on Wednesday, foreign funds changed their attitude to net sell Malaysian stocks. There was an outflow of 55.8 million Ringgit on Thursday, with a slightly smaller selling pressure on Friday, resulting in a net outflow of 43.77 million Ringgit.
Among them, the industries with the highest outflows of foreign capital are construction (-89.3 million Ringgit), financial services (-45.8 million Ringgit), and plantation (-45.5 million Ringgit).
As for the top 3 industries favored by foreign capital, they are industry (0.1 billion 15.7 million Ringgit), utilities (36.8 million Ringgit), and consumer (29 million Ringgit).
On the other hand, local institutions have been supporting the local stock market for 11 consecutive weeks, with a net purchase of local stocks totaling 0.3 billion 4 million Ringgit.
Local retail investors are also continuing to exit, with a net sale of Malaysian stocks amounting to 0.2 billion 56.9 million Ringgit.
The average daily trading volume (ADTV) increased last week, with foreign investors up by 37.5%, while local retail investors and local institutions increased by 13.2% and 7.8% respectively.
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Top 10 stocks purchased by foreign investors last week
$CIMB (1023.MY)$
$TENAGA (5347.MY)$
...
According to the weekly fund flow report researched by MIDF Investment Bank, foreign investors net bought 0.57 million Ringgit and 11.20 million Ringgit of Malaysian stocks on Monday and Tuesday last week, respectively.
However, after returning from the New Year holiday on Wednesday, foreign funds changed their attitude to net sell Malaysian stocks. There was an outflow of 55.8 million Ringgit on Thursday, with a slightly smaller selling pressure on Friday, resulting in a net outflow of 43.77 million Ringgit.
Among them, the industries with the highest outflows of foreign capital are construction (-89.3 million Ringgit), financial services (-45.8 million Ringgit), and plantation (-45.5 million Ringgit).
As for the top 3 industries favored by foreign capital, they are industry (0.1 billion 15.7 million Ringgit), utilities (36.8 million Ringgit), and consumer (29 million Ringgit).
On the other hand, local institutions have been supporting the local stock market for 11 consecutive weeks, with a net purchase of local stocks totaling 0.3 billion 4 million Ringgit.
Local retail investors are also continuing to exit, with a net sale of Malaysian stocks amounting to 0.2 billion 56.9 million Ringgit.
The average daily trading volume (ADTV) increased last week, with foreign investors up by 37.5%, while local retail investors and local institutions increased by 13.2% and 7.8% respectively.
###
Top 10 stocks purchased by foreign investors last week
$CIMB (1023.MY)$
$TENAGA (5347.MY)$
...
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Columns Sales are bullish, costs are falling, and the profit momentum of consumer stocks is improving
(KUALA LUMPUR, 12th) Although Malaysian consumer stocks lost their performance in the 3rd quarter of this year, some investment banks believe that in the future, consumer stocks will improve their performance with the help of holidays, while stabilizing the job market and other fundamentals will support longer-term growth.
An analyst at CIMC International Securities pointed out that the holiday in the final quarter will provide impetus to the consumer sector and increase sales. Therefore, related companies are expected to deliver quarterly stronger performance in the final quarter.
“At the same time, consumer goods companies are expected to benefit from higher operating leverage, more profitable sales product portfolios, and continued efforts to focus on cost efficiency to reap higher earnings in the final quarter.”
Furthermore, the analyst believes that as the Ringgit strengthens, some consumer stocks are expected to benefit.
“Ringgit increase in the value of MYR can reduce Farm Fresh ( $FFB (5306.MY)$ ) and Quanli Resources ( $QL (7084.MY)$ ) and other animal husbandry companies will also reduce feed costs for Bardini Holdings ( $PADINI (7052.MY)$ ), Mr. DIY ( $MRDIY (5296.MY)$ ) and Baoli Agency ( $BONIA (9288.MY)$ ) Import costs for other operators.”
Looking ahead to next year, the analyst predicts that the momentum of the final quarter of this year will continue until the first half of 2025.
“Some of next year's festivals will fall earlier, which may prompt consumers to make purchases in advance, thereby boosting market demand in the first half of the year.”
Analysts also said that next year, China's consumption...
An analyst at CIMC International Securities pointed out that the holiday in the final quarter will provide impetus to the consumer sector and increase sales. Therefore, related companies are expected to deliver quarterly stronger performance in the final quarter.
“At the same time, consumer goods companies are expected to benefit from higher operating leverage, more profitable sales product portfolios, and continued efforts to focus on cost efficiency to reap higher earnings in the final quarter.”
Furthermore, the analyst believes that as the Ringgit strengthens, some consumer stocks are expected to benefit.
“Ringgit increase in the value of MYR can reduce Farm Fresh ( $FFB (5306.MY)$ ) and Quanli Resources ( $QL (7084.MY)$ ) and other animal husbandry companies will also reduce feed costs for Bardini Holdings ( $PADINI (7052.MY)$ ), Mr. DIY ( $MRDIY (5296.MY)$ ) and Baoli Agency ( $BONIA (9288.MY)$ ) Import costs for other operators.”
Looking ahead to next year, the analyst predicts that the momentum of the final quarter of this year will continue until the first half of 2025.
“Some of next year's festivals will fall earlier, which may prompt consumers to make purchases in advance, thereby boosting market demand in the first half of the year.”
Analysts also said that next year, China's consumption...
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Were you tuned into our "Invest with Sarge" livestream which demystifies the art of trending stocks? If not, no worries — we've got a balanced recap to keep you in the loop and ready to tackle the market trends like a pro!
Insights into Trending Stocks
In our recent session, Sarge explored the dynamics of trending stocks such as $NVIDIA (NVDA.US)$ and $Tesla (TSLA.US)$. These stocks often gain significant attention and can present opportunitie...
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Hi, mooers!
Kucingko Bhd is expected to officially start trading on July 26. According to the animation production house company, it has received 21,929 applications for 2.5 billion shares, far exceeding the 25 million shares available for public subscription.
How will the market react to the IPO results? Make your guess now!![]()
🎁 Rewards:
● An equal share of 3,000 points: Predict the percentage change in Kucingko's closing pr...
Kucingko Bhd is expected to officially start trading on July 26. According to the animation production house company, it has received 21,929 applications for 2.5 billion shares, far exceeding the 25 million shares available for public subscription.
How will the market react to the IPO results? Make your guess now!
🎁 Rewards:
● An equal share of 3,000 points: Predict the percentage change in Kucingko's closing pr...
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The stock price has already reflected bright prospects. The valuation in the convenience store sector is high.
(Kuala Lumpur, 18th) In recent years, the convenience store sector in our country has seen a variety of developments, with bright growth prospects. However, analysts considering the valuation has become expensive, thus maintaining a 'neutral' rating.
In its latest report, Lion Capital International Investment Bank Research pointed out that the convenience store sector in our country is highly competitive, mainly dominated by large chain convenience store brands. At the same time, there are many small chain stores and independent stores operating locally in each state participating in the industry.
Analysts explained that these establishments categorized in the convenience store sector all have significant characteristics, namely longer operating hours compared to other retailers such as supermarkets and minimarts, to meet the consumers' needs anytime.
In terms of the number of stores, 7-Eleven convenience store is still the leader, operating 2,581 stores.
Focus on fresh food.
With the rapid development in the convenience store sector, competition among various businesses has become increasingly fierce, leading to the adoption of a key innovative measure, focusing on supplying higher-margin fresh food, with a total profit margin of about 35%, to boost income and profit growth.
According to analyst observations, in the tracked convenience stores, sales of fresh food account for about 30% to 50% of the revenue in stores mainly focused on this, however, it only accounts for 5% to 10% of revenue in traditional stores.
Looking ahead, analysts believe that with the urbanization trend and increasing disposable income in our country, the demand for convenience continues to rise. Major chain convenience stores are actively expanding new healthy stores, brightening the growth prospects in this sector.
According to...
(Kuala Lumpur, 18th) In recent years, the convenience store sector in our country has seen a variety of developments, with bright growth prospects. However, analysts considering the valuation has become expensive, thus maintaining a 'neutral' rating.
In its latest report, Lion Capital International Investment Bank Research pointed out that the convenience store sector in our country is highly competitive, mainly dominated by large chain convenience store brands. At the same time, there are many small chain stores and independent stores operating locally in each state participating in the industry.
Analysts explained that these establishments categorized in the convenience store sector all have significant characteristics, namely longer operating hours compared to other retailers such as supermarkets and minimarts, to meet the consumers' needs anytime.
In terms of the number of stores, 7-Eleven convenience store is still the leader, operating 2,581 stores.
Focus on fresh food.
With the rapid development in the convenience store sector, competition among various businesses has become increasingly fierce, leading to the adoption of a key innovative measure, focusing on supplying higher-margin fresh food, with a total profit margin of about 35%, to boost income and profit growth.
According to analyst observations, in the tracked convenience stores, sales of fresh food account for about 30% to 50% of the revenue in stores mainly focused on this, however, it only accounts for 5% to 10% of revenue in traditional stores.
Looking ahead, analysts believe that with the urbanization trend and increasing disposable income in our country, the demand for convenience continues to rise. Major chain convenience stores are actively expanding new healthy stores, brightening the growth prospects in this sector.
According to...
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