Despite the possible slowdown in the USA economy and the stubborn inflation data delaying the pace of interest rate cuts by the Federal Reserve, market participants remain bullish on Malaysian stocks continuing to prosper, thus maintaining $FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$the year-end target at 1665 points, with three major themes worth paying attention to.
MIDF investment bank analysts pointed out that the current global stock market trends are influenced by several factors, including geopolitical tensions, the slowdown in the USA economic data, and when the Federal Reserve will cut interest rates.
Analysts pointed out that the USA, as the economic leader, will have any trends and movements scrutinized and magnified, especially the first-quarter economic performance, which has market participants concerned about whether the Federal Reserve's interest rate cuts will be delayed once again.
Analysts suggest that based on earlier forecasts, the Federal Reserve will begin cutting interest rates in the second half of this year, with a total of 3 rate cuts for the year. However, due to the current trend, they are forced to adjust the forecast, now predicting rate cuts starting in the last quarter of the year, with possibly only 1 cut this year.
Nevertheless, analysts remain optimistic about the economic outlook of Malaysia, maintaining the Malaysia FTSE Bursa Malaysia KLCI at 1665 points this year, as well as the expected net profit growth of enterprises.
Continue to be bullish on the 12 Malaysia plans.
At the same time, analysts continue to be bullish on 3 major investment themes, believing they can continue to drive the Malaysian stock market to strengthen.
Firstly, the trade sector will continue to recover as the external trade trend improves, benefiting related stocks such as logistics and ports.
"In addition, we expect...

Will the revitalization of the Genting Integrated Resort in the Forest City drag down the performance of Genting Singapore? With just a river separating them, this news is enough to affect the performance of Genting Singapore!
Citing Bloomberg, it is reported that Prime Minister Datuk Seri Anwar had a lunch meeting last week with two business tycoons, namely the founder of Sunway Group, Tan Sri Jeffrey Cheah, and the Chairman of Genting Group, Tan Sri Lim Kok Thay, to discuss the construction of Malaysia's second casino in the Forest City to revive the financially troubled city.
$GENTING (3182.MY)$
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When the heatwave hits, demand for beverages increases, and Star Lion Group operates when
The heatwave swept through Southeast Asia, and the highest temperature in some regions even exceeded 40 degrees Celsius, prompting consumers to increase demand for ready-to-drink drinks and outdoor drinks. Established local beverage manufacturers $F&N (3689.MY)$Benefit from that!
According to data from the World Meteorological Organization, temperatures in parts of Southeast Asia have soared to a high of more than 30 degrees, far higher than the average in February this year. Among them, there are countries such as Vietnam that issued a state of emergency due to the heatwave, and China's sensed temperature once reached 44 degrees Celsius. At the same time, many states such as Perlis, Kedah, Kelantan, Sarawak, and Sabah have issued heatwave warnings.
Based on this, MIDF Investment Bank research analysts believe that in order to cope with extreme weather, water supplementation is essential. For this reason, consumers may find fresh and convenient ways to stay hydrated and cool, thereby increasing demand for ready-to-drink drinks and outdoor drinks.
“We expect Star Lion Group to be a major beneficiary of the heatwave across Southeast Asia as the company has strong market leadership in the restaurant sector.”
According to retail data services, Star Lion Group has a leading position in ready-to-drink tea, carbonated drinks, evaporated milk and sweetened condensed milk in Malaysia, and is also recognized as the number one brand for condensed milk, evaporated milk and milk in Thailand.
Looking ahead, analysts expect the company's revenue to rise in the second and third quarters of this year, mainly due to an increase in demand. At the same time, this is not limited to countries such as Malaysia and Thailand, but is distributed to different countries through exports...