The uncertainties surrounding the US’s tariff and trade war have dragged down certain sectors in Bursa Malaysia. But for investors, this could present a bargain-hunting opportunity.
1. Market Overview
The FBM KLCI has had a rough start to the year, declining 7% year-to-date (YTD). However, incremental selling pressure is likely to subside due to:
- High cash levels
- Tightened margin financing criteria
- No large-scale redemptions assumed
2. Technology...
1. Market Overview
The FBM KLCI has had a rough start to the year, declining 7% year-to-date (YTD). However, incremental selling pressure is likely to subside due to:
- High cash levels
- Tightened margin financing criteria
- No large-scale redemptions assumed
2. Technology...
$ITMAX (5309.MY)$ has been in the spotlight with multiple contract wins. With its share price surging since its 2022 listing, is it still an attractive investment?
1. Contract Wins Keep Rolling In
In just a week, ITMAX secured two major deals:
- A smart parking system contract for Mersing District Council.
- A RM26.6 million surveillance contract from Seberang Perai City Council.
With expertise in networked lighting and traffic man...
1. Contract Wins Keep Rolling In
In just a week, ITMAX secured two major deals:
- A smart parking system contract for Mersing District Council.
- A RM26.6 million surveillance contract from Seberang Perai City Council.
With expertise in networked lighting and traffic man...
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HI Mobility Bhd, set to list on the Main Market on March 28, isn’t just another bus service provider. With the upcoming Johor-Singapore RTS and the Johor-Singapore Special Economic Zone (JSSEZ), demand for efficient cross-border transport is expected to rise—creating significant opportunities for HI Mobility.
1. Why Investors Should Pay Attention
HI Mobility is raising RM115.9 million at a reference price of RM1.22 per share. Given the success ...
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Amidst trade war uncertainties, banking stocks have been a safe haven, but growth remains limited due to a slowing economy. Renewable energy (RE) offers a stronger opportunity, driven by government policies and large-scale projects.
1. Solar’s Growth Potential
Malaysia’s LSS5 and LSS Petra 5+ programs will generate RM11–12 billion in EPCC contracts over the next two years, with execution in 2026–2027 across 4GW of projects. Unlike other sectors, solar investments are...
1. Solar’s Growth Potential
Malaysia’s LSS5 and LSS Petra 5+ programs will generate RM11–12 billion in EPCC contracts over the next two years, with execution in 2026–2027 across 4GW of projects. Unlike other sectors, solar investments are...
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Mr DIY Group (M) Bhd was once a favorite among investors when it debuted on Bursa Malaysia in 2020. Its IPO raised RM1.5 billion at RM1.60 per share, valuing the company at RM10 billion.
However, fast forward to March 14, 2025, and its stock has dropped to RM1.34—below its IPO price—despite its market cap growing to RM12.7 billion.
So, is this an opportunity or a warning sign for investors?
1. Key Concerns for Investors
- Potent...
However, fast forward to March 14, 2025, and its stock has dropped to RM1.34—below its IPO price—despite its market cap growing to RM12.7 billion.
So, is this an opportunity or a warning sign for investors?
1. Key Concerns for Investors
- Potent...
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The FBM KLCI struggled last week, but bargain hunters stepped in, snapping the losing streak. With the market at a crossroads, where should investors seek refuge?
1. Shifting Sector Preferences
Investors continue to steer clear of beaten-down sectors like technology and oil & gas. However, AI and data center (DC)-related stocks remain on the radar despite recent unwinding following the AI diffusion rule announcement in January 2025.
Some notable ...
1. Shifting Sector Preferences
Investors continue to steer clear of beaten-down sectors like technology and oil & gas. However, AI and data center (DC)-related stocks remain on the radar despite recent unwinding following the AI diffusion rule announcement in January 2025.
Some notable ...
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$GENTING (3182.MY)$ ’s stock has taken a major hit, dropping 18% to a near 10-year low since its financial results were released in late February. This decline has prompted its controlling shareholders—the Lim family, through Kien Huat Realty and Lim Keong Hui—to increase their holdings.
1. Lim Family Steps In
For the first time in nearly four years, Tan Sri Lim Kok Thay and his family have been actively buying Genting sha...
1. Lim Family Steps In
For the first time in nearly four years, Tan Sri Lim Kok Thay and his family have been actively buying Genting sha...
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Bumi Armada Bhd has come a long way from its past debt crisis, where bankruptcy was a real risk. However, with continuous efforts to strengthen its balance sheet and cash flow management, things are looking more positive. But can it sustain this momentum?
1. Momentum Picking Up
- The stock recently hit a 52-week high of 55 sen, riding on Brent crude oil prices surpassing US$90 per barrel—the highest in seven years.
- Year-to-date, Brent crude oil is up 18%, wh...
1. Momentum Picking Up
- The stock recently hit a 52-week high of 55 sen, riding on Brent crude oil prices surpassing US$90 per barrel—the highest in seven years.
- Year-to-date, Brent crude oil is up 18%, wh...
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The latest earnings season is in, and while Malaysia’s telco sector exceeded expectations, growth remains uninspiring. The highlight? Special dividends.
Key Takeaways:
Slow Service Revenue Growth
Domestic mobile network operators (MNOs) saw 1.4% revenue growth in 2024, primarily driven by Maxis.
$MAXIS (6012.MY)$ benefited from a growing postpaid and home fiber subscriber base and a new wholesale contract with $TM (4863.MY)$ (TM...
Key Takeaways:
Slow Service Revenue Growth
Domestic mobile network operators (MNOs) saw 1.4% revenue growth in 2024, primarily driven by Maxis.
$MAXIS (6012.MY)$ benefited from a growing postpaid and home fiber subscriber base and a new wholesale contract with $TM (4863.MY)$ (TM...
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The Malaysian government is set to implement mandatory EPF contributions for foreign workers by Q4 2025. The good news? The contribution rate will be lower than expected. But which sectors will feel the impact the most?
Key Takeaways:
Higher Costs for Employers – Companies relying heavily on foreign workers will see increased labor costs. Employers will contribute 2% of salaries, and employees will also contribute 2%—far lower than the ...
Key Takeaways:
Higher Costs for Employers – Companies relying heavily on foreign workers will see increased labor costs. Employers will contribute 2% of salaries, and employees will also contribute 2%—far lower than the ...
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