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Forwarded from M+ On-The-Go
M+ Global Market Update – 25Sep25
Risk-Off Sentiment Likely To Persist

US: Risk-off sentiment persisted across Wall Street, following Jerome Powell’s recent remarks on overstretched valuations in the US. As a result, we expect Wall Street to take a cautious stance, at least over the near term. However, we continue to favour tech and AI-related counters, supported by: (i) Micron’s stellar earnings and positive guidance; (ii) OpenAI, Oracle and SoftBank to build the Stargate data center, worth ~USD500bn and (iii) Nvidia’s investment in OpenAI and Intel, which may cushion the overall negative sentiment. On the commodities front, we view SSRM and CDE as beneficiaries of the elevated gold prices, while UUUU, OKLO, UEC, and URA stand to benefit from the push to boost US domestic uranium reserves.

MY: Malaysia’s key index is set to open on a weaker note, tracking the retracement on Wall Street as the AI-fuelled rally hit a pause. However, we favour HEGROUP, given its recent contract wins; marking its entry into the DC segment, while we also believe the stock to be trading at attractive regions as compared to its peers. Moreover, with a sizeable order book, rising demand in substation services and undemanding valuation, we believe traders should focus on CBHB. Besides, following the developments in SLVEST and the recent rollout of LSS5 packages, we foresee buying interest could sustain in RE counters like KENERGY and NORTHERN.

Stocks to watch:

Construction: CBHB, *HEGROUP*, *JTGROUP*, *PWRWELL*
Technology: *GENETEC*, *MI*, PIE, *UNISEM*
Building material: MSC, PMETAL
Finance: OSK
Utility: RANHILL
Consumer: HEIM

Source: M+ Global
Forwarded from M+ On-The-Go
M+ Morning Market Buzz - 25Sep25

Dow Jones: 46,121.28 pts (-171.50pts, -0.37%)
⬆ Resistance: 47700
⬇ Support: 45100

FBM KLCI: 1,599.66 pts (-3.89pts, -0.24%)
⬆ Resistance: 1650
⬇ Support: 1570

HSI Index: 26,518.65 pts (+359.53pts, +1.37%)
⬆ Resistance: 27600
⬇ Support: 25500

Crude Palm Oil: RM4,379 (+RM46, +1.05%)
⬆ Resistance: 4580
⬇ Support: 4190

Brent Oil: $69.31 (+$1.68, +2.48%)
⬆ Resistance: 70.80
⬇ Support: 64.70

Gold: $3,736.16 (+$6.10, +0.16%)
⬆ Resistance: 3870
⬇ Support: 3560

Source: Bloomberg, M+ Global
Forwarded from M+ On-The-Go
Good Morning All,

We issued a technical buy call on Powerwell Holdings Berhad: Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)

Trading catalysts include:
(i) Expansion into e-house
(ii) Acquisition of Firerex
(iii) Healthy order book and tender book pipeline

Research Team, M+
25 September 2025
Forwarded from Trade With Maybank
Alibaba Integrates Nvidia’s Physical AI Tools, Shares Hit Four-Year High

Alibaba (ALIBABA) is integrating Nvidia’s physical AI tools into its cloud platform, enabling developers to build applications such as humanoid robots and self-driving cars.

At the Apsara developer conference, Alibaba Cloud said its Platform for AI will now feature Nvidia’s full physical AI software stack, broadening its service offerings and strengthening its position in China’s competitive AI market.

ALIBABA’s CEO also announced plans to boost its AI infrastructure spending, sending ALIBABA to the highest level in nearly four years.

Bullish investors may consider Call Warrants like ALIBABA-C48, which provides 3.1x Effective Gearing for leveraged exposure to ALIBABA’s share performance without the hassle of needing a foreign trading account!

#WarrantsWatch
Forwarded from Trade With Maybank
Maybank IBG Traders’ Almanac
(25 Sept 2025) - Property sector leads KLCI for 2nd straight session


Technical Trading Ideas💡for today:
1️⃣ DIALOG GROUP BHD – 7277 (S)
2️⃣ HSS ENGINEERS BHD – 0185 (S)
3️⃣ MUHIBAH ENGINEERING (M) BHD – 5703 (S)
4️⃣ CPO FUTURES (CP: MYR 4,380)
5️⃣ KLCI INDEX FUTURES (CP: 1,594.00)

Note: S - Shariah Compliant

For the full report, stock ideas, and market flows, access Discover Tab on Maybank Trade MY app.

#MaybankIBGResearch
#MaybankIBGTA
UOBKH Retail Market Monitor
25 Sep 2025

FBMKLCI: 1,599.66 (-3.89)
Support: 1,562, 1,540
Resistance: 1,613, 1,648

Bursa Top Gainers:
99SMART (+3.4%), PMETAL (+1.7%), PCHEM (+1.6%)

Bursa Top Losers:
SIME (-2.7%), QL (-2.3%), MAXIS (-1.6%)

Bursa Trade Statistics
Local Institutions (48.01%): +RM150.41m
Local Retail (18.09%): -RM82.98m
Foreign (33.90%): -RM67.44m

Global Equity Indexes
MSCI Asia : 221.40 (+0.18, +0.08%)
NASDAQ : 22,497.86 (-75.61, -0.34%)
S&P500 : 6,637.97 (-18.95, -0.28%)
DJIA : 46,121.28 (-171.50, -0.37%)

USD/MYR : 4.2140 (+0.018)
SGD/MYR : 3.2730 (+0.0026)

Crude Oil (Brent): $69.07 (+1.22)
Gold : $3,747.85 (-15.82)

US stocks were lower after the close on Wednesday, as losses in the basic materials, telecoms and industrials sectors led shares lower. At the close in NYSE, the Dow Jones Industrial Average declined 0.37%, while the S&P 500 index declined 0.28%, and the NASDAQ Composite index fell 0.34%. Falling stocks outnumbered advancing ones on the NYSE by 1,698 to 1,070 and 75 ended unchanged; on the Nasdaq Stock Exchange, 1,807 fell and 1,542 advanced, while 133 ended unchanged. (Source: Investing.com)

Stocks To Watch:

1) KAWAN (KLSE: 7216)
Technical BUY with +15.6% potential return
* Last price: RM1.09
* Target price: RM1.18, RM1.26
* Support: RM0.98
* Stop-loss: RM0.975
* Timeframe: 2 weeks to 2 months
* Shariah: YES

2) KEYFIELD (KLSE: 5321)
Technical BUY with +18.5% potential return
* Last price: RM1.46
* Target price: RM1.64, RM1.73
* Support: RM1.30
* Stop-loss: RM1.29
* Timeframe: 2 weeks to 2 months
* Shariah: YES

3) LCTITAN (KLSE: 5284)
Technical BUY with +29.3% potential return
* Last price: RM0.615
* Target price: RM0.745, RM0.795
* Support: RM0.515
* Stop-loss: RM0.51
* Timeframe: 2 weeks to 2 months
* Shariah: YES

Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia

Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.

For the full research report, please log in to www.utrade.com.my
*Trading Stocks today:*

For *Trendspotter*, please click on this link: < https://tinyurl.com/4hsu32du > to view the report.

Or please logon to your account on http://www.cgsi.com.my/ and click on <Research> Tab.

*Malaysia*:
*Cahya Mata Sarawak (2852)* (RM1.24): Technical Buy
Targets: RM1.34, RM1.42
Stop: RM1.11

*Crescendo Corporation (6718)* (RM1.43): Technical Buy
Targets: RM1.52, RM1.61
Stop: RM1.29


*Fundamental Report(s):*

*Petronas Dagangan Bhd* - Curbs on RON95 sales to non-citizens (Maintain Reduce with a TP of RM16.74) https://tinyurl.com/478e7u87

*UEM Sunrise Bhd* - One Oval helps cement overseas presence (Maintain Hold with a TP of RM0.76) https://tinyurl.com/5cdxyru7


Join CGS International Securities Malaysia's Official Telegram Channel https://t.me/cgsi_my

*25th Sep 2025*

Disclaimers: This distribution is by CGS International Securities Malaysia Sdn. Bhd. (“CGS MY”) in Malaysia only. The views are our own as of this date and subject to change. No further distribution is allowed without our prior written consent. CGS MY, its related corporations, affiliates and business partners make no recommendation, offer or invitation to transact in any securities, futures contracts or other instruments. Please make your independent evaluation, consider your own investment objectives and financial situation and consult your own professional advisers before participating in any transaction.
*Corporate news*

*MISC Bhd* and Samsung Heavy Industries (SHI) have received an approval in principle from classification society Bureau Veritas for their design of the world's first ammonia-fuelled LR2 tanker. (The Edge Malaysia)

Johor has achieved a historic milestone as global technology giant Nvidia, in partnership with *YTL Corporation Bhd*, selected the state as one of only five Nvidia cloud partners worldwide. (The Edge Malaysia)

*Hextar Global Bhd* and *Hextar Industries Bhd* are collaborating with China-based Inspur Enterprise Cloud Technology (Shandong) Co Ltd to advance sustainable solutions in the agriculture and green building sectors. (The Edge Malaysia)

*NexG Bhd*, formerly *Datasonic Group Bhd*, has unveiled a RM250m two-phase expansion plan to scale up its passport and secure ID production capabilities. (The Edge Malaysia)

*Tex Cycle Technology (M) Bhd* is expanding its scheduled waste management capabilities to focus on specialised waste stream through a collaboration with Melaka-based waste treatment and recycling solutions provider, Victory Recovery Resources Sdn Bhd. (The Edge Malaysia)

There is a growing vacuum in the top management of *CTOS Digital Bhd*, with its group CFO joining the CEO in departing the credit reporting firm. (The Edge Malaysia)

*Sentral REIT* said Teh Wan Wei has stepped down as CEO of the investment trust's manager, Sentral REIT Management Sdn Bhd, with immediate effect. (The Edge Malaysia)

*Capital A Bhd*’s low-cost airline, AirAsia, has confirmed it is in discussions with a local partner in Vietnam as part of its plan to expand its footprint in Asean. (The Edge Malaysia)

*Rex Industry Bhd* has proposed to change its name to ETA Group Bhd with the emergence of ETA Industries Sdn Bhd as its new controlling shareholder. (The Edge Malaysia)


*25th Sep 2025*

Disclaimers: This distribution is by CGS International Securities Malaysia Sdn. Bhd. (“CGS MY”) in Malaysia only. The views are our own as of this date and subject to change. No further distribution is allowed without our prior written consent. CGS MY, its related corporations, affiliates and business partners make no recommendation, offer or invitation to transact in any securities, futures contracts or other instruments. Please make your independent evaluation, consider your own investment objectives and financial situation and consult your own professional advisers before participating in any transaction.
RHB Retail Research
Technical Analyzer
25 September 2025


Download report here : https://shorturl.at/JpIgC

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Forwarded from MWM Technical View Channel
📊 Weekly Stock Market Outlook Bersama Dzul

🔥 KHAS UNTUK TRADER MALAYSIA!

Nak tahu macam mana trader berpengalaman buat entry secara LIVE?
Atau nak belajar strategi sebenar yang digunakan waktu market buka?

🚀 Dalam sesi ini anda akan lihat sendiri:
✅ Cara analisis saham sebelum market buka
✅ Belajar Structure & 5MD real-time
✅ Sesi soal jawab terus bersama Dzul (Remisier M+ Global)

🗓 Tarikh: 25 September 2025 (Khamis)
🕙 Masa: 10:30 pagi (MY)
📍 Lokasi: Zoom Online(contact remisier anda untuk masuk zoom)

🎯 Sesuai untuk:
• Newbie nak mula trade
• Yang dah ada akaun tapi nak lebih yakin
• Trader yang nak belajar cara scaling & entry live

📞 Nak buka akaun CDS / Global? Hubungi:
• – 03-4144 2565

📢 Jangan lupa follow untuk ilmu saham harian:
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⚠️ Nota Penting
TIDAK ADA BUY/SELL CALL dalam sesi kelas ini

💬 Ilmu bila dikongsi, makin berkembang.
👉 Tag & ajak kawan-kawan join sama-sama!

✨ #MWMGroup #MPlusGlobal #IlmuSaham
Forwarded from MWM Technical View Channel
jom guys masuk Live trade atau weekly market outlook
Forwarded from MWM Technical View Channel
Jommm sesi kelas asas technical analysis baru sahaja bermula
Forwarded from The Edge Malaysia
Forwarded from M+ On-The-Go
M+ Global Market Update – 29Sep25
Markets Rebound, But Tariff Risks Loom

US: Wall Street rebounded on Friday, snapping a three-day losing streak as softer Treasury yields and in-line August PCE inflation data eased fears of tariff-driven price pressures, while the Fed’s Bowman reiterated calls for decisive rate cuts to cushion against a fragile labour market. On the corporate front, Intel (+4%) and GlobalFoundries (+8%) gained after reports that the White House may push to cut reliance on chip imports, while sentiment in pharma turned cautious following Trump’s announcement of new 100% tariffs on branded drugs, alongside levies on trucks, fittings, and furniture. With the new tariff implementations, we expect the US stock markets to kickstart the week on a mixed note.

MY: We expect the FBMKLCI to continue trading above the 1,600 level today, in line with the positive rebound on Wall Street last week. Meanwhile, with the news that INTA secured another RM40.6m housing contract from Eco Majestic Sdn Bhd, bringing its total order book to about RM1.9bn, we maintain our optimism toward the company given its low valuation and strong earnings visibility for the next two to three years. Lastly, with the recent recovery and improved sentiment in the local bourse and IPOs, we think investors can consider BURSA, which experienced a breakout above its six-month consolidation and started to trade above the MA200.

Stocks to watch:

Consumer: *HEIM*, HUPSENG, SDS
Utility: MALAKOF, *SAMAIDEN*
Technology: *EG*, *INFOM*
Chemical: *LCTITAN*
Automotive: DRBHCOM
Telco: TM
Construction: PWRWELL

Source: M+ Global