M+ Global Market Update – 13Aug25
Local Market Sentiment Remained Positive
US: While little progress was made towards de-escalating trade tensions, President Trump signed an executive order extending the tariff truce with China for another 90 days. Nevertheless, resilient buying interest was seen across Wall Street, driven by US inflation coming in slightly lower than economists expected, boosting hopes for a September rate cut. Hence, we believe the overall market will see sustained buying interest in view of the easing interest-rate environment, coupled with the “Big Beautiful Bill” spending. In the commodities market, Brent crude oil and gold remained stable at USD65/bbl and USD3,351/oz respectively, while CPO prices advanced towards RM4,425/MT.
MY: With Wall Street’s positive lead, we expect buying support to spill over across the local bourse. On a sectoral view, we believe traders may focus on Plantation stocks, given the robust earnings from key players coupled with the recent breakout in CPO prices. Meanwhile, Apple’s USD100bn investment rollout may have a positive spillover effect on local technology players like UNISEM, INARI and FRONTKN, while ITMAX could be awarded more projects with its sticky solutions and services. Besides, we like domestic-driven sector like Consumer as traders may stay defensive amid external uncertainty.
Stocks to watch:
Consumer: *99SMART*, KOPI, *MFLOUR*
Utility: GASMSIA, *PEKAT*
O&G: *HAWK*, PANTECH
Construction: *HEGROUP*
Technology: *UNISEM*
Property: LBS
Building Material: PMETAL
Source: M+ Global
Local Market Sentiment Remained Positive
US: While little progress was made towards de-escalating trade tensions, President Trump signed an executive order extending the tariff truce with China for another 90 days. Nevertheless, resilient buying interest was seen across Wall Street, driven by US inflation coming in slightly lower than economists expected, boosting hopes for a September rate cut. Hence, we believe the overall market will see sustained buying interest in view of the easing interest-rate environment, coupled with the “Big Beautiful Bill” spending. In the commodities market, Brent crude oil and gold remained stable at USD65/bbl and USD3,351/oz respectively, while CPO prices advanced towards RM4,425/MT.
MY: With Wall Street’s positive lead, we expect buying support to spill over across the local bourse. On a sectoral view, we believe traders may focus on Plantation stocks, given the robust earnings from key players coupled with the recent breakout in CPO prices. Meanwhile, Apple’s USD100bn investment rollout may have a positive spillover effect on local technology players like UNISEM, INARI and FRONTKN, while ITMAX could be awarded more projects with its sticky solutions and services. Besides, we like domestic-driven sector like Consumer as traders may stay defensive amid external uncertainty.
Stocks to watch:
Consumer: *99SMART*, KOPI, *MFLOUR*
Utility: GASMSIA, *PEKAT*
O&G: *HAWK*, PANTECH
Construction: *HEGROUP*
Technology: *UNISEM*
Property: LBS
Building Material: PMETAL
Source: M+ Global
Forwarded from Trade With Maybank
YTL Power Unveils Malaysia’s First Homegrown AI Model, Ilmu
YTL AI Labs, a unit of YTL Power International (YTLPOWR), has launched Ilmu, Malaysia’s first homegrown large language model (LLM) to boost sovereign AI capabilities.
Trained on local languages and cultural context, Ilmu supports Bahasa Melayu, Manglish and regional dialects, and ranks as the top Malay LLM on the MMLU benchmark.
The launch is part of YTLPOWR’s AI drive, which also includes a 500MW green data centre in Johor and an Nvidia-powered AI supercomputer, with investments exceeding MYR20 billion.
Bullish investors may consider YTLPOWR-C99 Call Warrants, which offers 4.2x of Effective Gearing for leveraged exposure.
#DailyHighlights
YTL AI Labs, a unit of YTL Power International (YTLPOWR), has launched Ilmu, Malaysia’s first homegrown large language model (LLM) to boost sovereign AI capabilities.
Trained on local languages and cultural context, Ilmu supports Bahasa Melayu, Manglish and regional dialects, and ranks as the top Malay LLM on the MMLU benchmark.
The launch is part of YTLPOWR’s AI drive, which also includes a 500MW green data centre in Johor and an Nvidia-powered AI supercomputer, with investments exceeding MYR20 billion.
Bullish investors may consider YTLPOWR-C99 Call Warrants, which offers 4.2x of Effective Gearing for leveraged exposure.
#DailyHighlights
Good Evening All,
We initiated a coverage report on KJTS Group Berhad: Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
We initiate coverage on KJTS with a BUY rating and a target price of RM1.90. Our valuation is derived by pegging a 45x P/E to the FY26F EPS of 4.23 sen, implying a +21.8% upside from the current price of RM1.56. While the assigned multiple is a premium relatively to selected solar-related stocks’ trailing up until three-year forward P/E averages, we believe KJTS's valuation it is justified given that:
i) We believe KJTS’s end-to-end cooling energy solutions serves niche exposure to energy efficiency space, which is in our view, in line with the government’s push under the National Energy Transition Roadmap (NETR).
ii) Substantial portion of KJTS’s business dedicated to recurring revenue streams, which provides a solid foundation for future earnings visibility. Do note that as of FY24, these recurring segments represent 75% of the overall revenue mix.
iii) Notably, Bloomberg consensus of 2-year EPS growth for local peers years averages 27.2%, while our projections for KJTS point to a robust 92.5% growth.
Research Team, M+
13 Aug 2025
We initiated a coverage report on KJTS Group Berhad: Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
We initiate coverage on KJTS with a BUY rating and a target price of RM1.90. Our valuation is derived by pegging a 45x P/E to the FY26F EPS of 4.23 sen, implying a +21.8% upside from the current price of RM1.56. While the assigned multiple is a premium relatively to selected solar-related stocks’ trailing up until three-year forward P/E averages, we believe KJTS's valuation it is justified given that:
i) We believe KJTS’s end-to-end cooling energy solutions serves niche exposure to energy efficiency space, which is in our view, in line with the government’s push under the National Energy Transition Roadmap (NETR).
ii) Substantial portion of KJTS’s business dedicated to recurring revenue streams, which provides a solid foundation for future earnings visibility. Do note that as of FY24, these recurring segments represent 75% of the overall revenue mix.
iii) Notably, Bloomberg consensus of 2-year EPS growth for local peers years averages 27.2%, while our projections for KJTS point to a robust 92.5% growth.
Research Team, M+
13 Aug 2025
Good Evening All,
We issued a technical buy call on Powell Industries Inc: Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
Trading catalysts include:
(i) Backlog conversion visibility
(ii) Benefitting from US energy and AI push
(iii) Resilience fundamentals
Research Team, M+
13 August 2025
We issued a technical buy call on Powell Industries Inc: Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
Trading catalysts include:
(i) Backlog conversion visibility
(ii) Benefitting from US energy and AI push
(iii) Resilience fundamentals
Research Team, M+
13 August 2025
Forwarded from MWM Technical View Channel
📌 NAK BELAJAR GUNA M+ GLOBAL SAMPAI PANDAI?
Ramai yang ada akaun tapi tak tahu guna M+ Global dengan betul — rugi!
Kelas ni khas untuk tunjuk step by step:
✅ Cara login & setup akaun dengan betul
✅ Cara cari saham & semak watchlist
✅ Cara buat order BUY & SELL
✅ Guna fungsi chart, news & rating analyst
✅ Tips & trick guna apps dengan lebih pantas & berkesan
🎯 Sesuai untuk:
• Newbie yang baru buka akaun M+ Global
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• Yang dah ada akaun tapi blur cara guna
💥 PERCUMA & TERBUKA UNTUK SEMUA!
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📆 Tarikh: Aug 13, 2025
🕗 Masa: 8:30 malam (SG/MY)
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💬 Ilmu bila dikongsi, makin berkembang!
Tag kawan-kawan & family — belajar sama-sama, trade sama-sama!
🚀✨ #MWMGroup #MPlusGlobal #IlmuSaham
Ramai yang ada akaun tapi tak tahu guna M+ Global dengan betul — rugi!
Kelas ni khas untuk tunjuk step by step:
✅ Cara login & setup akaun dengan betul
✅ Cara cari saham & semak watchlist
✅ Cara buat order BUY & SELL
✅ Guna fungsi chart, news & rating analyst
✅ Tips & trick guna apps dengan lebih pantas & berkesan
🎯 Sesuai untuk:
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• Yang dah ada akaun tapi blur cara guna
💥 PERCUMA & TERBUKA UNTUK SEMUA!
Tak perlu bayar – hanya join & belajar sampai faham!
📆 Tarikh: Aug 13, 2025
🕗 Masa: 8:30 malam (SG/MY)
📍 Zoom Online
Join Zoom Meeting
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Passcode: 824566
📞 Berminat buka akaun CDS / Global? Contact kami:
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💬 Ilmu bila dikongsi, makin berkembang!
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🚀✨ #MWMGroup #MPlusGlobal #IlmuSaham
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M+ Global Market Wrap - 13Aug25
FBM KLCI: 1,586.98 pts (+18.70pts, +1.19%)
Banking heavyweights like CIMB (+18.0 sen) as well as MAYBANK (+15.0 sen) continued to lift the KLCI index; the latter was due to a potential narrowing rate differential between the US-MY after the Fed’s inflation data came in slightly lower than economists expected. Market breadth was positive with gainers outpacing losers at 687-to-388 stocks. On the broader market, Technology (+2.75%) outperformed with GREATEC (+25.0 sen) and INARI (+11.0 SEN) leading the pack while Industrial Products & Services (-0.97%) declined the most.
Top 3 Active stocks:
CLASSITA (7154): RM0.090 (-0.5 sen)
TANCO (2429): RM0.705 (-2.0 sen)
SERSOL (0055): RM0.025 (+1.0 sen)
Volume: 2.71 bn (100-bar avg vol: 2.98 bn)
Value: RM3.07 bn (100-bar avg val: RM2.33 bn)
Market Breadth: ⬆️687⬇️388
Crude palm oil: RM4,446 (+RM44)
Dow Futures: 44,648 pts (+90 pts)
**Source: M+ Global, Bloomberg **
FBM KLCI: 1,586.98 pts (+18.70pts, +1.19%)
Banking heavyweights like CIMB (+18.0 sen) as well as MAYBANK (+15.0 sen) continued to lift the KLCI index; the latter was due to a potential narrowing rate differential between the US-MY after the Fed’s inflation data came in slightly lower than economists expected. Market breadth was positive with gainers outpacing losers at 687-to-388 stocks. On the broader market, Technology (+2.75%) outperformed with GREATEC (+25.0 sen) and INARI (+11.0 SEN) leading the pack while Industrial Products & Services (-0.97%) declined the most.
Top 3 Active stocks:
CLASSITA (7154): RM0.090 (-0.5 sen)
TANCO (2429): RM0.705 (-2.0 sen)
SERSOL (0055): RM0.025 (+1.0 sen)
Volume: 2.71 bn (100-bar avg vol: 2.98 bn)
Value: RM3.07 bn (100-bar avg val: RM2.33 bn)
Market Breadth: ⬆️687⬇️388
Crude palm oil: RM4,446 (+RM44)
Dow Futures: 44,648 pts (+90 pts)
**Source: M+ Global, Bloomberg **
Assalamualaikum dan salam sejahtera semua. Dimaklumkan Sesi kelas Trading System BB & EMA (part2) pada malam ini ditunda atas faktor yang tidak dapat dielakkan.
Jemput follow group channel kita bagi mendapatkan info dari masa ke masa-
📢 Follow untuk lebih banyak ilmu saham:
🎥 YouTube – youtube.com/@MWMGrp
📢 Telegram – t.me/mpluswm
Jemput follow group channel kita bagi mendapatkan info dari masa ke masa-
📢 Follow untuk lebih banyak ilmu saham:
🎥 YouTube – youtube.com/@MWMGrp
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M+ Global Market Update – 15Aug25
Profit Taking Activities May Persist
US: Wall Street took a breather after July’s PPI came in above consensus, tempering the earlier euphoria over a possible rate cut in September that had swept the Wall Street. We believe the market is still anticipating easing trade tensions, which could lift the market sentiment going forward. Meanwhile, UNH jumped post-market after Berkshire Hathaway revealed a new stake, despite concerns over ongoing lawsuits. In the semiconductor space, Intel’s share price jumped +8% after reports that the US government plans to take a stake in the company. In the commodities market, Brent oil rebounded towards USD66/bbl, while both gold and CPO retreated to USD3,333/oz and RM4,407/MT, respectively.
MY: Tracking Wall Street’s mixed performance, we expect further profit-taking activities to emerge on the local bourse. However, traders may shift their attention to Plantation stocks like JPG, which posted +50% YoY growth in its bottom-line. Besides, we believe the overall data center theme will continue to support the Construction, M&E and Utility segments in the near term; with the latter also being boosted by the government’s NETR initiative. While the technology sector has pulled back, we expect the Apple’s USD100bn investment pledge could provide support for stocks like UNISEM, INARI, and FRONTKN.
Stocks to watch:
Utility: KJTS, *PEKAT*
Construction: GDB, *JTGROUP*
Automotive: *BETA*
Building Material: *PMETAL*
Technology: *MCLEAN*
Property: ECOWLD
Plantation: JPG
Finance: OSK
Source: M+ Global
Profit Taking Activities May Persist
US: Wall Street took a breather after July’s PPI came in above consensus, tempering the earlier euphoria over a possible rate cut in September that had swept the Wall Street. We believe the market is still anticipating easing trade tensions, which could lift the market sentiment going forward. Meanwhile, UNH jumped post-market after Berkshire Hathaway revealed a new stake, despite concerns over ongoing lawsuits. In the semiconductor space, Intel’s share price jumped +8% after reports that the US government plans to take a stake in the company. In the commodities market, Brent oil rebounded towards USD66/bbl, while both gold and CPO retreated to USD3,333/oz and RM4,407/MT, respectively.
MY: Tracking Wall Street’s mixed performance, we expect further profit-taking activities to emerge on the local bourse. However, traders may shift their attention to Plantation stocks like JPG, which posted +50% YoY growth in its bottom-line. Besides, we believe the overall data center theme will continue to support the Construction, M&E and Utility segments in the near term; with the latter also being boosted by the government’s NETR initiative. While the technology sector has pulled back, we expect the Apple’s USD100bn investment pledge could provide support for stocks like UNISEM, INARI, and FRONTKN.
Stocks to watch:
Utility: KJTS, *PEKAT*
Construction: GDB, *JTGROUP*
Automotive: *BETA*
Building Material: *PMETAL*
Technology: *MCLEAN*
Property: ECOWLD
Plantation: JPG
Finance: OSK
Source: M+ Global
Forwarded from MWM Technical View Channel
📢 KELAS PERCUMA SAHAM!
🔥 Asas Fundamental Dalam Saham
🗓 Tarikh: 19 Ogos 2025 (Selasa)
⏰ Masa: 8:30 malam (SG/MY Time)
📍 Lokasi: Zoom Online Class
Join Zoom Meeting
https://us02web.zoom.us/j/84782566707?pwd=3zn4CYErufqabIPX4S0aYwGyyoJhg5.1
Meeting ID: 847 8256 6707
Passcode: 381433
🎯 Sesuai untuk:
• Newbie yang baru buka akaun M+ Global
• Trader yang nak mula trade saham US/HK/Global
• Yang dah ada akaun tapi masih blur cara guna
💥 PERCUMA & TERBUKA UNTUK SEMUA!
Tak perlu bayar – hanya join & belajar sampai faham!
📍 Mplus Wangsa Maju (MWM):
📌 Google Maps: https://goo.gl/maps/57uJhiCqREDi66Q37
Mplus Wangsa Maju (MWM),
No 76-1, Jalan Wangsa Delima 6,
Pusat Bandar Wangsa Maju (KLSC),
53300 Setapak, Kuala Lumpur
📞 Nak buka akaun CDS/Global? Hubungi:
• Dzul – 019-2669083
• Faizura – 012-9122190
• Kamal – 013-6820493
• Ain – 010-2781031
📢 Follow untuk lebih banyak ilmu saham:
🎥 YouTube – youtube.com/@MWMGrp
📢 Telegram – t.me/mpluswm
💬 Ilmu bila dikongsi, makin berkembang!
Tag & ajak kawan-kawan/family join sama-sama!
🔥 Asas Fundamental Dalam Saham
🗓 Tarikh: 19 Ogos 2025 (Selasa)
⏰ Masa: 8:30 malam (SG/MY Time)
📍 Lokasi: Zoom Online Class
Join Zoom Meeting
https://us02web.zoom.us/j/84782566707?pwd=3zn4CYErufqabIPX4S0aYwGyyoJhg5.1
Meeting ID: 847 8256 6707
Passcode: 381433
🎯 Sesuai untuk:
• Newbie yang baru buka akaun M+ Global
• Trader yang nak mula trade saham US/HK/Global
• Yang dah ada akaun tapi masih blur cara guna
💥 PERCUMA & TERBUKA UNTUK SEMUA!
Tak perlu bayar – hanya join & belajar sampai faham!
📍 Mplus Wangsa Maju (MWM):
📌 Google Maps: https://goo.gl/maps/57uJhiCqREDi66Q37
Mplus Wangsa Maju (MWM),
No 76-1, Jalan Wangsa Delima 6,
Pusat Bandar Wangsa Maju (KLSC),
53300 Setapak, Kuala Lumpur
📞 Nak buka akaun CDS/Global? Hubungi:
• Dzul – 019-2669083
• Faizura – 012-9122190
• Kamal – 013-6820493
• Ain – 010-2781031
📢 Follow untuk lebih banyak ilmu saham:
🎥 YouTube – youtube.com/@MWMGrp
📢 Telegram – t.me/mpluswm
💬 Ilmu bila dikongsi, makin berkembang!
Tag & ajak kawan-kawan/family join sama-sama!
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Forwarded from MWM Technical View Channel
📊 NAK CIPTA TRADING SYSTEM SENDIRI GUNA BB & EMA (PART 2)
Ramai trader pakai indikator tapi tak ada sistem. Kali ni kita ajar step-by-step cara gabungkan Bollinger Band (BB) & Exponential Moving Average (EMA) dalam satu sistem yang terbukti praktikal!
🗓 Tarikh: Khamis, 21 August 2025
🕗 Masa: 8:30 malam
📍 Zoom Online (Percuma!):
Join Zoom Meeting
https://us02web.zoom.us/j/86057305161?pwd=djnOeIaTR3hcdpfc3jROVikkhyQ1aA.1
Meeting ID: 860 5730 5161
Passcode: 938632
🎯 Sesuai untuk:
• Newbie yang baru buka akaun M+ Global
• Trader yang nak mula trade saham US/HK/Global
• Yang dah ada akaun tapi masih blur cara guna
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Tak perlu bayar – hanya join & belajar sampai faham!
📍 Mplus Wangsa Maju (MWM):
📌 Google Maps: https://goo.gl/maps/57uJhiCqREDi66Q37
Mplus Wangsa Maju (MWM),
No 76-1, Jalan Wangsa Delima 6,
Pusat Bandar Wangsa Maju (KLSC),
53300 Setapak, Kuala Lumpur
📞 Nak buka akaun CDS/Global? Hubungi:
• Dzul – 019-2669083
• Faizura – 012-9122190
• Kamal – 013-6820493
• Ain – 010-2781031
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📢 Telegram – t.me/mpluswm
💬 Ilmu bila dikongsi, makin berkembang!
Tag & ajak kawan-kawan/family join sama-sama!
Ramai trader pakai indikator tapi tak ada sistem. Kali ni kita ajar step-by-step cara gabungkan Bollinger Band (BB) & Exponential Moving Average (EMA) dalam satu sistem yang terbukti praktikal!
🗓 Tarikh: Khamis, 21 August 2025
🕗 Masa: 8:30 malam
📍 Zoom Online (Percuma!):
Join Zoom Meeting
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Meeting ID: 860 5730 5161
Passcode: 938632
🎯 Sesuai untuk:
• Newbie yang baru buka akaun M+ Global
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• Yang dah ada akaun tapi masih blur cara guna
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Tak perlu bayar – hanya join & belajar sampai faham!
📍 Mplus Wangsa Maju (MWM):
📌 Google Maps: https://goo.gl/maps/57uJhiCqREDi66Q37
Mplus Wangsa Maju (MWM),
No 76-1, Jalan Wangsa Delima 6,
Pusat Bandar Wangsa Maju (KLSC),
53300 Setapak, Kuala Lumpur
📞 Nak buka akaun CDS/Global? Hubungi:
• Dzul – 019-2669083
• Faizura – 012-9122190
• Kamal – 013-6820493
• Ain – 010-2781031
📢 Follow untuk lebih banyak ilmu saham:
🎥 YouTube – youtube.com/@MWMGrp
📢 Telegram – t.me/mpluswm
💬 Ilmu bila dikongsi, makin berkembang!
Tag & ajak kawan-kawan/family join sama-sama!
Zoom
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Forwarded from M+ On-The-Go
M+ Morning Market Buzz - 29Aug25
Dow Jones: 45,636.90 pts (+71.67pts, +0.16%)
⬆️ Resistance: 46700
⬇️ Support: 44100
FBM KLCI: 1,587.07 pts (-0.84pts, -0.05%)
⬆️ Resistance: 1650
⬇️ Support: 1550
HSI Index: 24,998.82 pts (-202.94pts, -0.81%)
⬆️ Resistance: 26500
⬇️ Support: 24400
Crude Palm Oil: RM4,449 (-RM27, -0.61%)
⬆️ Resistance: 4660
⬇️ Support: 4350
Brent Oil: $68.62 (+$0.57, +0.84%)
⬆️ Resistance: 70.50
⬇️ Support: 65.60
Gold: $3,417.08 (-$0.45, -0.01%)
⬆️ Resistance: 3500
⬇️ Support: 3260
Source: Bloomberg, M+ Global
Dow Jones: 45,636.90 pts (+71.67pts, +0.16%)
⬆️ Resistance: 46700
⬇️ Support: 44100
FBM KLCI: 1,587.07 pts (-0.84pts, -0.05%)
⬆️ Resistance: 1650
⬇️ Support: 1550
HSI Index: 24,998.82 pts (-202.94pts, -0.81%)
⬆️ Resistance: 26500
⬇️ Support: 24400
Crude Palm Oil: RM4,449 (-RM27, -0.61%)
⬆️ Resistance: 4660
⬇️ Support: 4350
Brent Oil: $68.62 (+$0.57, +0.84%)
⬆️ Resistance: 70.50
⬇️ Support: 65.60
Gold: $3,417.08 (-$0.45, -0.01%)
⬆️ Resistance: 3500
⬇️ Support: 3260
Source: Bloomberg, M+ Global
Forwarded from M+ On-The-Go
M+ Global Market Update – 29Aug25
Record S&P500 Following Stronger Q2 GDP
US: Wall Street closed higher, with the S&P 500 hitting another record, supported by stronger-than-expected US GDP growth and Nvidia’s quarterly results. Although it topped estimates and provided a better outlook, its shares experienced mild profit taking. On the macro front, US GDP expanded 3.3% in Q2, beating the estimate of 3.0%. Despite stronger GDP data, the market is still expecting a September rate cut, which could boost overall stock market sentiment. Attention is now shifting to the Core PCE data due later tonight. Commodities-wise, gold extended its gain toward USD3,417/oz, Brent oil hovered around USD68/bbl, while CPO declined slightly toward RM4,449/MT.
MY: Given the S&P500 hitting record high, we expect the FBMKLCI to trade on a positive note despite the long weekend break, with the key focus likely on the Tech sector. Meanwhile, we continue to favour the Construction and Utilities sectors, underpinned by nationwide infrastructure developments such as the JSSEZ and Penang LRT Line, data centre investments and Tenaga’s grid upgrades. We also favour SDG in the Plantation sector, benefiting from its joint development with GAMUDA to build solar PV assets and from rising CPO prices. Lastly, traders can monitor counters like MCEMENT, KIMLUN and MEGAFB for trading opportunities.
Stocks to watch:
Building Material: *MCEMENT*, UNIQUE
Finance: MAYBANK, *OSK*
Technology: *WENTEL*
Consumer: *99SMART*
Automotive: *BETAMEK*
Construction: *JTGROUP*
REIT: IGBREIT
Utility: MALAKOF
Source: M+ Global
Record S&P500 Following Stronger Q2 GDP
US: Wall Street closed higher, with the S&P 500 hitting another record, supported by stronger-than-expected US GDP growth and Nvidia’s quarterly results. Although it topped estimates and provided a better outlook, its shares experienced mild profit taking. On the macro front, US GDP expanded 3.3% in Q2, beating the estimate of 3.0%. Despite stronger GDP data, the market is still expecting a September rate cut, which could boost overall stock market sentiment. Attention is now shifting to the Core PCE data due later tonight. Commodities-wise, gold extended its gain toward USD3,417/oz, Brent oil hovered around USD68/bbl, while CPO declined slightly toward RM4,449/MT.
MY: Given the S&P500 hitting record high, we expect the FBMKLCI to trade on a positive note despite the long weekend break, with the key focus likely on the Tech sector. Meanwhile, we continue to favour the Construction and Utilities sectors, underpinned by nationwide infrastructure developments such as the JSSEZ and Penang LRT Line, data centre investments and Tenaga’s grid upgrades. We also favour SDG in the Plantation sector, benefiting from its joint development with GAMUDA to build solar PV assets and from rising CPO prices. Lastly, traders can monitor counters like MCEMENT, KIMLUN and MEGAFB for trading opportunities.
Stocks to watch:
Building Material: *MCEMENT*, UNIQUE
Finance: MAYBANK, *OSK*
Technology: *WENTEL*
Consumer: *99SMART*
Automotive: *BETAMEK*
Construction: *JTGROUP*
REIT: IGBREIT
Utility: MALAKOF
Source: M+ Global
Forwarded from Trade With Maybank
DRB-Hicom Returns to Profitability
DRB-Hicom (DRBHCOM) reported a net profit of MYR58.1 million in 2Q25, compared to a net loss of MYR17.08 million YoY. Quarterly revenue rose 10.0% YoY in the same period.
This was supported by stronger contributions from the automotive, property, banking, postal, and services segments. The automotive division, the group’s largest revenue contributor, posted an 11.0% YoY increase, while the banking segment rose 6.1% YoY.
Looking ahead, DRBHCOM stated that it will continue to strengthen resilience through enhanced risk management and sustainability initiatives.
Investors bullish on DRBHCOM’s prospects may consider Call Warrants such as DRBHCOMC3P, which surged 84.6% in a single day and was the fifth most active Maybank IB issued Structured Warrants yesterday!
#DailyHighlights
DRB-Hicom (DRBHCOM) reported a net profit of MYR58.1 million in 2Q25, compared to a net loss of MYR17.08 million YoY. Quarterly revenue rose 10.0% YoY in the same period.
This was supported by stronger contributions from the automotive, property, banking, postal, and services segments. The automotive division, the group’s largest revenue contributor, posted an 11.0% YoY increase, while the banking segment rose 6.1% YoY.
Looking ahead, DRBHCOM stated that it will continue to strengthen resilience through enhanced risk management and sustainability initiatives.
Investors bullish on DRBHCOM’s prospects may consider Call Warrants such as DRBHCOMC3P, which surged 84.6% in a single day and was the fifth most active Maybank IB issued Structured Warrants yesterday!
#DailyHighlights
*Corporate news*
*Malayan Banking Bhd* has completed the issuance of RM1.8bn in subordinated sukuk murabahah under the RM30bn sukuk programme. (The Edge Malaysia)
*Duopharma Biotech Bhd* has appointed Wan Amir-Jeffery Wan Abdul Majid as its new group chief executive officer, effective 1 Oct 2025. He is currently CEO of group operations at Duopharma Biotech. (The Edge Malaysia)
*Samaiden Group Bhd* won a RM290m contract from Unique HEB Energy Sdn Bhd to build a 95 megawatt (MW) solar power plant in Hilir Perak. (The Edge Malaysia)
*Inta Bina Group Bhd* clinched a RM67.8m contract on Thursday to undertake the construction of houses in Cyberjaya. (The Edge Malaysia)
*Lysaght Galvanized Steel Bhd* has secured a contract worth S$17.4m (RM57.1m) from Singapore's traffic engineering contractor ATS Traffic Pte Ltd for the supply of street lighting poles. (The Edge Malaysia)
*UEM Edgenta Bhd* is in discussions with the government to revive the Replacement Through Maintenance (RTM) initiative, an alternative to the government directly procuring new equipment when existing machinery is past its lifespan, but still in use. (The Edge Malaysia)
*Malaysia’s producer price index (PPI) recorded a slower decrease of 3.8% in July 2025* from a 4.2% decline in the previous month, according to the Department of Statistics Malaysia (DOSM). Chief statistician Datuk Seri Dr Mohd Uzir Mahidin said the decline in July 2025 was mainly attributed to the mining and manufacturing sectors, which have experienced a downward trend since the beginning of the year. (Bernama)
*The upcoming Budget 2026* will include some developments requested by individual states, alongside federal priority projects, said Prime Minister Datuk Seri Anwar Ibrahim. States, including Kelantan, Terengganu, Perlis and Kedah, have submitted their respective priority projects in preparation for the 13th Malaysia Plan and Budget 2026, Anwar said during the final session of Prime Minister’s Question Time in the current parliamentary sitting. (The Edge Malaysia)
*29th Aug 2025*
*Malayan Banking Bhd* has completed the issuance of RM1.8bn in subordinated sukuk murabahah under the RM30bn sukuk programme. (The Edge Malaysia)
*Duopharma Biotech Bhd* has appointed Wan Amir-Jeffery Wan Abdul Majid as its new group chief executive officer, effective 1 Oct 2025. He is currently CEO of group operations at Duopharma Biotech. (The Edge Malaysia)
*Samaiden Group Bhd* won a RM290m contract from Unique HEB Energy Sdn Bhd to build a 95 megawatt (MW) solar power plant in Hilir Perak. (The Edge Malaysia)
*Inta Bina Group Bhd* clinched a RM67.8m contract on Thursday to undertake the construction of houses in Cyberjaya. (The Edge Malaysia)
*Lysaght Galvanized Steel Bhd* has secured a contract worth S$17.4m (RM57.1m) from Singapore's traffic engineering contractor ATS Traffic Pte Ltd for the supply of street lighting poles. (The Edge Malaysia)
*UEM Edgenta Bhd* is in discussions with the government to revive the Replacement Through Maintenance (RTM) initiative, an alternative to the government directly procuring new equipment when existing machinery is past its lifespan, but still in use. (The Edge Malaysia)
*Malaysia’s producer price index (PPI) recorded a slower decrease of 3.8% in July 2025* from a 4.2% decline in the previous month, according to the Department of Statistics Malaysia (DOSM). Chief statistician Datuk Seri Dr Mohd Uzir Mahidin said the decline in July 2025 was mainly attributed to the mining and manufacturing sectors, which have experienced a downward trend since the beginning of the year. (Bernama)
*The upcoming Budget 2026* will include some developments requested by individual states, alongside federal priority projects, said Prime Minister Datuk Seri Anwar Ibrahim. States, including Kelantan, Terengganu, Perlis and Kedah, have submitted their respective priority projects in preparation for the 13th Malaysia Plan and Budget 2026, Anwar said during the final session of Prime Minister’s Question Time in the current parliamentary sitting. (The Edge Malaysia)
*29th Aug 2025*