Market Overview:
Today's Malaysian market demonstrated resilience and selective strength, with the FBMKLCI index rising 5.61 points (+0.372%) to close at 1,515.64. The trading session revealed nuanced movements across various sectors, highlighting the complex dynamics of the current investment landscape.
Sector Performance Highlights:
The day's standout performers included:
- CONSTRUCTION (+2.433%): Leading sector gains with robust momentum
- FBMACE (+3.072%): Ex...

have to be hopeful in times like this. ready and poised to bounce back on the recovery. keeping the fingers crossed

Hello everyone, I am Right Pocket.
The report shared today is a Research Reports published by Citi Research on March 12, 2025, about China's communications infrastructure.
The theme is 'Co-Packaged Optics (CPO) is coming, but popularization needs time; recommended to buy T&S Communications and Suzhou TFC Optical Communication as winners in network expansion.'
The report analyzed the development trends of CPO technology, market forecasts, beneficiaries of key components, and the investment prospects of related companies.
Core Themes:
This report delves into the future development and potential impact of Co-Packaged Optics (CPO) technology in China's Communications infrastructure sector.
The core point of the report is that although manufacturers like NVIDIA may soon launch CPO Switches, widespread adoption will still take time, with a projected penetration rate of about 25-30% expected to be reached in 2028-29. During this period (2026-27), traditional optical module suppliers and CPO-related enterprises may achieve parallel growth.
Optical Interconnect (OIO) has a broad long-term prospect in the xPU interconnection area and is considered a lucrative market in the optical field.
Report...

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