M+ On-The-Go
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📈 Telegram 频道 M+ On-The-Go 的分析概览
频道 M+ On-The-Go (@mplusotg) 英语 语言赛道中的 是活跃参与者。目前社区聚集了 26 297 名订阅者,在 经济与金融 类别中位列第 4 587,并在 马来西亚 地区排名第 1 295 位。
📊 受众指标与增长动态
自 невідомо 创建以来,项目保持高速增长,吸引了 26 297 名订阅者。
根据 20 九月, 2026 的最新数据,频道保持稳定运转。过去 30 天订阅人数变化为 -118,过去 24 小时变化为 -7,整体触达仍然可观。
- 认证状态: 未认证
- 互动率 (ER): 平均受众互动率为 11.16%。内容发布后 24 小时内通常能获得 7.65% 的反应,占订阅者总量。
- 帖子覆盖: 每篇帖子平均可获得 2 936 次浏览,首日通常累积 2 012 次浏览。
- 互动与反馈: 受众积极参与,单帖平均反应数为 2。
- 主题关注点: 内容集中在 resistance, iran, gainer, dow, loser 等核心主题上。
📝 描述与内容策略
作者将该频道定位为表达主观观点的平台:
“Malacca Securities Sdn Bhd”
凭借高频更新(最新数据采集于 21 九月, 2026),频道始终保持新鲜度与高覆盖。分析显示受众积极互动,使其成为 经济与金融 类别中的关键影响点。
26 297
订阅者
-724 小时
-427 天
-11830 天
数据加载中...
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频道帖子
M+ Market Buzz - 22Sep26
Dow Jones: 52,048.83 pts (+366.19pts, +0.71%)
⬆️ Resistance: 54,200
⬇️ Support: 51,000
FBM KLCI: 1,666.94pts (+1.38pts, +0.08%)
⬆️ Resistance: 1,760
⬇️ Support: 1,650
HSI Index: 25,042.71 pts (+291.93pts, +1.18%)
⬆️ Resistance: 26,200
⬇️ Support: 24,100
Crude Palm Oil: RM4,857 (+RM32, +0.66%)
⬆️ Resistance: 5,120
⬇️ Support: 4,720
Brent Oil: $100.34 (-$3.53, -3.40%)
⬆️ Resistance: 112.20
⬇️ Support: 94.10
Gold: $4,343.43 (+$16.67, 0.15%)
⬆️ Resistance: 4,540
⬇️ Support: 4,210
| 2 | M+ Global Market Wrap - 21Sep26
FBM KLCI: 1,666.94 pts (+1.38 pts, +0.08%)
The local bourse closed higher, shrugging off ongoing supply concerns linked to tension in the Strait of Hormuz.. Market breadth turned positive with 653 gainers outpacing 540 losers. The KLCI index was buoyed by HLBANK (+36.0 sen) and YTLPOWR (+31.0 sen). Sector wise, Energy (+3.02%) outperformed, led by HENGYUAN (+100.0 sen) and SLVEST (+36.0 sen), while Industrial Products (-0.94%) lagged the most.
Top 3 Active stocks:
ZETRIX (0138): RM0.200 (UNCH)
JAKS (4723): RM0.170 (+1.5 sen)
FSBM (9377): RM0.095 (+3.0 sen)
Top 3 Gainer stocks:
HENGYUAN (4324): RM4.34 (+100.0 sen)
SAMAIDEN (0223): RM2.38 (+43.0 sen)
SLVEST (0215): RM3.69 (+36.0 sen)
Top 3 Loser stocks:
TIMECOM (5031): RM5.86 (-55.0 sen)
SUNCON (5263): RM7.43 (-45.0 sen)
PETGAS (6033): RM17.20 (-30.0 sen)
Volume: 3.412 bn
Value: RM2.812 bn
Market Breadth: ⬆️653 ⬇️540
Crude Palm Oil: RM4,898 (-RM39, -77.58%)
Dow Futures: 51,682.64 pts (-95.4 pts, -18.42%)
**Source: M+ Global, Bloomberg ** | 1 205 |
| 3 | Good Evening All,
Following Seng Fong Holdings Berhad's analyst briefing, here is our quick take for investors:
📈 Investment Highlights
📌 Export-led growth; EV demand remains a structural tailwind. Seng Fong exports to 16+ countries, with Singapore-based traders contributing RM742.6m or 70.7% of FY26 revenue, providing exposure to key China and India markets. Management also sees rising EV adoption supporting tyre demand, as heavier EVs and higher torque can increase tyre wear.
📌 Production ramp remains intact. Capacity has reached c.200,000 tonnes, with FY26 utilisation at c.87%. Management targets c.80% utilisation in FY27 and expects production to rise c.25% in 1Q27. The c.250,000-tonne capacity target by 2030 remains intact via a new plant or acquisitions.
📌 Margin recovery to continue. FY26 revenue fell 29.4% YoY to RM1.05bn while PAT dropped 77.1% to RM8.1m. However, 4Q26 PAT rebounded to c.RM12.4m, with gross margin at 7.6%. Factory 2 automation generated c.RM2.4m savings in FY26, while in-house logistics could contribute c.RM6m annually at full run-rate.
📌 Premium mix targeted at 55%. Management targets premium-grade products to account for 55% of FY27 revenue, driven by new customers in India. The group plans to initially access the market through Singapore-based traders.
📌 Dividend policy. Seng Fong maintains a minimum 50% payout policy, with payout ratios of c.69% in FY24, c.72% in FY25 and c.90% in FY26.
📌 Ghana strengthens raw-material sourcing. Seng Fong has completed the acquisition of a 51% stake in Rainbow Rubber Buying Centre, Ghana, for RM100,500, to secure raw-material supply and improve sourcing resilience. A c.40,000-tonne production line is targeted for FY2028.
💡 M+ Global View
📌FY26 earnings were hit by lower rubber prices, weaker production and supply-chain disruptions, but 4Q26 showed a clear recovery. We see higher production, automation, logistics savings and a richer product mix as the key FY27 earnings drivers. Meanwhile, Seng Fong's export-led model gives it exposure to major tyre markets, with rising EV adoption providing a structural demand tailwind. Ghana should further improve raw-material sourcing, while the premium-grade push could support mix and pricing. Rubber prices, FX and execution remain the key swing factors.
📌 Key catalysts include: (i) production ramp-up, with output expected to rise c.25% in 1Q27; (ii) cost savings, from Factory 3 automation and in-house logistics, with the latter targeted at c.RM6m annually at full run-rate; (iii) premium-grade expansion, with the mix targeted at 55% in FY27 and additional India customers; (iv) Ghana expansion, with a c.40,000-tonne production line targeted for FY28; and (v) sustained tyre demand, supported by export exposure to China and India and rising EV adoption. | 924 |
| 4 | M+ Global Market Update – 21Sep26
Markets Remain Cautious Amid Elevated Bond Yields
US: We expect Wall Street to trade on a mixed footing, with Brent crude holding above USD100/bbl and the US 10-year yield hovering around 5%, keeping inflation and valuation concerns in focus. Meanwhile, investor attention should centre on the S&P Dow Jones Indices quarterly rebalancing taking effect today, alongside continued optimism around AI spending. Bloom Energy (BE) remains in focus following its inclusion in the S&P 500, while Williams-Sonoma (WSM) could see continued interest after its 2Q26 comparable sales rose 6.2% and its full-year outlook was raised. Nvidia (NVDA) also remains a key AI bellwether amid continued debate over the pace of AI investment.
MY: On the domestic front, we expect the FBM KLCI to trade on a mixed note, with elevated yields and oil prices keeping sentiment measured, though stock-specific opportunities remain. ISF is positioned to benefit from hyperscale data-centre development, supported by its RM153.5m unbilled order book and earnings visibility through FY2029. Within the technology sector, DUFU remains well positioned to ride the HDD recovery, driven by stronger component sales, while NATGATE provides exposure to the optical-networking upcycle, with its longer-term earnings outlook tied to new US programmes. Meanwhile, HKB’s earnings are well supported by its record RM800.5m order book following the RM283.9m Wisma JKR Sarawak award.
Stocks to watch:
Construction: *CBHB*, *JTGROUP*, PWRWELL,
Technology: DUFU, *ECA*, INARI, *NATGATE*, UNISEM, VITROX
Utility: ISF, *UUE*
**Source: M+ Global** | 3 076 |
| 5 | M+ Market Buzz - 21Sep26
Dow Jones: 51,682.64 pts (-95.40pts, -0.18%)
⬆️ Resistance: 54,200
⬇️ Support: 51,000
FBM KLCI: 1,665.56pts (-9.18pts, -0.55%)
⬆️ Resistance: 1,760
⬇️ Support: 1,650
HSI Index: 24,750.78 pts (+146.49pts, +0.60%)
⬆️ Resistance: 26,200
⬇️ Support: 24,100
Crude Palm Oil: RM4,898 (-RM38, -0.77%)
⬆️ Resistance: 5,120
⬇️ Support: 4,720
Brent Oil: $103.87 (-$0.95, -0.91%)
⬆️ Resistance: 112.20
⬇️ Support: 94.10
Gold: $4378.63 (+$36.93, +0.85%)
⬆️ Resistance: 4,540
⬇️ Support: 4,210
Source: Bloomberg, M+Global | 2 297 |
| 6 | M+ Global Market Wrap - 18Sep26
FBM KLCI: 1,665.56 pts (-9.18 pts, -0.55%)
The local bourse closed on a mixed note today amid concerns over global monetary policy normalisation, following the Bank of Japan’s decision to raise interest rates to a 31-year high. While market breadth turned positive, with 625 gainers outpacing 562 losers, the key index was dragged down by PETDAG (-100.0 sen) and NESTLE (-94.0 sen). Sector-wise, Technology (+2.50%) outperformed, led by MPI (+270.0 sen) and UNISEM (+30.0 sen), while Property (-1.62%) lagged the most.
Top 3 Active stocks:
ZETRIX (0138): RM0.200 (-4.5 sen)
AAGB (5238): RM0.530 (+2.5 sen)
FSBM (9377): RM0.065 (-4.0 sen)
Top 3 Gainer stocks:
MPI (3867): RM42.80 (+270.0 sen)
SUNCON (5263): RM7.88 (+76.0 sen)
TIMECOM (5031): RM6.41 (+49.0 sen)
Top 3 Loser stocks:
PETDAG (5681): RM20.08 (-100.0 sen)
NESTLE (4707): RM89.58 (-94.0 sen)
HLBANK (5819): RM22.54 (-56.0 sen)
Volume: 4.915 bn
Value: RM4.880 bn
Market Breadth: ⬆️625 ⬇️562
Crude Palm Oil: RM4,936 (-RM50, -1.01%)
Dow Futures: 51,778.04 pts (-316.14 pts, +0.61%)
**Source: M+ Global, Bloomberg ** | 2 187 |
| 7 | M+ Global Market Update – 18Sep26
Easing Yields Drive Wall Street Gains
US: We expect Wall Street to maintain a positive bias as easing Treasury yields and softer oil prices provide some relief to growth valuations, while resilient AI spending continues to support technology sentiment. Nvidia (NVDA) remains in focus amid sustained AI accelerator demand, with Q3 FY27 revenue guided at USD108bn and its Vera Rubin platform ramping into full production. Meanwhile, Palantir (PLTR) should benefit from continued adoption of its AI software across government and enterprise customers, with its Maven platform gaining traction in defence applications. Continued strength in AI infrastructure spending could also support the broader technology sector.
MY: On the domestic front, the FBM KLCI is expected to trade on a stronger footing, tracking overnight gains on Wall Street, with the recovery in global technology stocks providing some support. INARI remains a recovery play on expectations of improving RF utilisation from the September flagship cycle and continued AI-driven photonics demand. We continue to favour FRONTKN, supported by its NT$920m (RM118.2m) acquisition of industrial land and factory buildings in Tainan to accommodate future capacity expansion. Meanwhile, GLOMAC returned to profitability in 1QFY27 with RM7.6m PAT on more than doubled revenue, while BNASTRA posted 2QFY27 PATMI of RM50.6m (+78.1% YoY), with its order book reaching c.RM6.7bn.
Stocks to watch:
Construction: *CBHB*, *JTGROUP*, *SUM*, UUE, XPB, YTL
Technology: CNERGEN, ECA, *NE*, *VITROX*
**Source: M+ Global** | 3 789 |
| 8 | M+ Market Buzz - 18Sep26
Dow Jones: 51,778.04 pts (+316.14pts, +0.61%)
⬆️ Resistance: 54,200
⬇️ Support: 51,000
FBM KLCI: 1,674.74 pts (-4.47pts, -0.27%)
⬆️ Resistance: 1,760
⬇️ Support: 1,650
HSI Index: 24,604.29 pts (-109.49pts, -0.44%)
⬆️ Resistance: 26,200
⬇️ Support: 24,100
Crude Palm Oil: RM4,936 (-RM19, -0.38%)
⬆️ Resistance: 5,120
⬇️ Support: 4,720
Brent Oil: $104.82 (-$1.80, -0.95%)
⬆️ Resistance: 112.20
⬇️ Support: 94.10
Gold: $4,341.70 (+$6.80, +0.18%)
⬆️ Resistance: 4,540
⬇️ Support: 4,210
Source: Bloomberg, M+Global | 2 699 |
| 9 | M+ Global Market Wrap - 17Sep26
FBM KLCI: 1,674.74 pts (-4.47 pts, -0.27%)
The local bourse traded cautiously today as the Federal Reserve’s interest rate hike fueled concerns over prolonged high interest rates, leaving market breadth negative with 672 losers outpacing 464 gainers. The index was dragged down by HLBANK (-36.0 sen) and PCHEM (-34.0 sen). Sector wise, Technology (+1.42%) outperformed, led by VITROX (+48.0 sen) and UWC (+14.0 sen), while Telecommunications (-1.13%) lagged the most. IPO PIONEER debuted today, closing at RM0.30 compared to its IPO price of RM0.25.
Top 3 Active stocks:
ZETRIX (0138): RM0.245 (-1.0 sen)
AAGB (5238): RM0.505 (-13.5 sen)
CAPITALA (5099): RM0.230 (-4.5 sen)
Top 3 Gainer stocks:
VITROX (0097): RM9.58 (+48.0 sen)
MPI (3867): RM40.10 (+40.0 sen)
CARLSBG (2836): RM12.74 (+36.0 sen)
Top 3 Loser stocks:
PANAMY (3719): RM5.41 (-48.0 sen)
HLBANK (5819): RM23.10 (-36.0 sen)
PCHEM (5183): RM4.86 (-34.0 sen)
Volume: 3.602 bn
Value: RM3.258 bn
Market Breadth: ⬆️464 ⬇️672
Crude Palm Oil: RM4,998 (-RM51, -1.02%)
Dow Futures: 51,461.90 pts (-631.21 pts, -1.21%)
**Source: M+ Global, Bloomberg ** | 2 155 |
| 10 | M+ Market Buzz - 17Sep26
Dow Jones: 51,461.90 pts (-631.21pts, -1.21%)
⬆️ Resistance: 54200
⬇️ Support: 51000
FBM KLCI: 1,679.21pts (-18.80pts, -1.11%)
⬆️ Resistance: 1760
⬇️ Support: 1650
HSI Index: 24,713.78 pts (+46.54pts, +0.19%)
⬆️ Resistance: 26200
⬇️ Support: 24100
Crude Palm Oil: RM4,998 (+RM40, +0.81%)
⬆️ Resistance: 5120
⬇️ Support: 4720
Brent Oil: $105.83 (-$2.93, -2.69%)
⬆️ Resistance: 112.20
⬇️ Support: 94.10
Gold: $4,263.65 (-$0.43, -0.01%)
⬆️ Resistance: 4540
⬇️ Support: 4210
Source: Bloomberg, M+Global | 2 824 |
| 11 | M+ Global Market Update – 17Sep26
Fed Hike, Elevated Yields Weigh On Sentiment
US: We expect Wall Street to trade on a mixed footing as investors digest the Fed’s 25bps rate hike and hawkish inflation commentary. While a measured tightening path could provide some relief to growth valuations, elevated oil prices remain an inflationary risk. Intel remains in focus following reports of exploratory talks with SK Hynix to manufacture memory chips in the US, albeit no agreement has been finalised. GE Vernova could benefit from surging demand for gas turbines and power equipment amid AI data-centre expansion, while Bloom Energy remains supported by growing adoption of onsite power solutions for AI infrastructure.
MY: On the domestic front, the FBM KLCI is expected to trade on a mixed footing following overnight weakness on Wall Street, as elevated oil prices, higher Treasury yields and the Fed’s latest rate hike keep risk appetite cautious. YTLPOWR could gain traction securing four additional Siemens Energy gas turbine units, taking total reservations to seven with combined capacity exceeding 5,250MW, supporting its power and data-centre expansion. FRONTKN also warrants attention after its subsidiary acquired an industrial property in Tainan for NT$920m (RM118.2m) to support future capacity needs, while UUE is expanding into EHV substation engineering through a new JV with EGP Energy, positioning it to pursue larger grid infrastructure projects.
Stocks to watch:
Construction: *CBHB*
Technology: *D&O*
Consumer: *GCB*
Plantation: *TAANN*
Financial: *CIMB*
Building Material: WINSTAR
Property: ECOWLD
**Source: M+ Global** | 3 429 |
| 12 | M+Global Market Wrap - 15Sep26
FBM KLCI: 1,679.21 pts (-18.80pts, -1.11%)
The local bourse traded on a cautious tone today as heightened US Fed rate-hike expectations dented sentiment, with heavyweights like TENAGA (-32.0 sen) and PMETAL (-24.0 sen) dragged the index lower. Market breadth remained negative, with 780 losers outpacing 355 gainers. Sector wise, Energy (+0.79%) outperformed in view of the elevated oil price environment, while Industrial Products (-1.48%) lagged the most. IPO BFIELD debuted today, closing at RM0.46 compared to its IPO price of RM0.48.
Top 3 Active stocks:
ZETRIX (0138): RM0.255 (+1.0 sen)
BFIELD (0470): RM0.460 (-2.0 sen)
TOPGLOV (7113): RM0.810 (-2.0 sen)
Top 3 Gainer stocks:
UTDPLT (2089): RM33.60 (+50.0 sen)
MISC (3816): RM7.95 (+14.0 sen)
YINSON (7293): RM2.13 (+13.0 sen)
Top 3 Loser stocks:
NESTLE (4707): RM90.18 (-112.0 sen)
CARLSBG (2836): RM12.38 (-40.0 sen)
TENAGA (5347): RM13.32 (-32.0 sen)
Volume: 3.340bn
Value: RM3.258bn
Market Breadth: ⬆355 ⬇780
Crude Palm Oil: RM4,886 (+RM36, +0.74%)
Dow Futures: 52,139.10 pts (-282.2 pts, -0.54%)
__**Source: M+Global, Bloomberg**__ | 2 278 |
| 13 | Good Afternoon All,
Following Pan Merchant Berhad's analyst briefing, here is our quick take for investors:
📈 Investment Highlights
📌 Q2 recovery underway; profitability outlook intact. Q2 2026 revenue rose 55% QoQ to RM24.8m, with PBT recovering to +RM252k from -RM5.2m in Q1. 1H2026 revenue fell 28% YoY on softer hermetic filter sales in America and Europe, attributed to geopolitical-driven capex deferrals following the February Middle East conflict. Management expects a return to 2025-level performance in 3Q/4Q2026.
📌 Recurring revenue mix strengthening. Technical Support Services grew to 22.1% of 1H2026 revenue from 17.3% in 1H2025, providing a more stable and recurring revenue base. Group gross profit margin remained resilient at 33.1% in Q2 2026, broadly stable versus 33.5% in Q1.
📌 Healthy orderbook with near-term execution. Orderbook stood at RM78.4m as at 17 August 2026, anchored by the RM26.5m Sungai Rasau water contract and the RM17m membrane filtration contract for a food processing company. Tender book exceeds RM500m across water, edible oil, sustainable fuel and mining, although project timing makes win-rate visibility difficult.
📌 Automation investments ramping up. Plasma welding system installation is expected by October 2026, while the CNC vertical lathe was installed in September and is undergoing testing and calibration. More meaningful cost and productivity benefits are expected from FY2027 as the new equipment reduces outsourcing costs and improves manufacturing efficiency.
💡 M+Global View
📌 PMI's 1H2026 softness appears cyclical rather than structural, mirroring management's experience during the Ukraine war when deferred projects subsequently returned and drove a recovery in hermetic filter sales. With recurring revenue growing, margins holding firm and a RM78.4m orderbook providing execution visibility, we view the underlying business as intact.
📌 Key catalysts include: (i) hermetic filter order recovery as deferred Middle East-related projects resume, (ii) progressive revenue recognition from the Sungai Rasau and food processing contracts, (iii) margin improvement as in-house automation reduces outsourcing dependency from FY2027, and (iv) growing ASEAN water treatment and SAF investment supporting longer-term project opportunities.
Research Team, M+ Global
15 Sep 2026 | 1 896 |
| 14 | Good Afternoon All,
Polymer Link Holdings Berhad (Key Takeaways for 3QFY26 Management Meetup)
📦 Core Product Breakdown
📌 General Powder. Raw powder used to melt and shape everyday outdoor items like home water tanks, playground slides, and insulated cooler boxes.
📌 Specialty Powder. Reinforced powder built to endure extreme environments, used for ocean kayaks (UV and seawater resistant), diesel fuel tanks (corrosion resistant), and ship anti-piracy barriers.
📌 Masterbatch. "Coloring and property pods" added into uncolored plastics during production to give final products their specific color hue, UV shield, or extra strength.
📌 Specialty Compounds. Specialized plastic granules tailored for wider manufacturing methods beyond rotational moulding (e.g., injection moulding), allowing Polymer Link to supply broader industrial markets.
📈 Investment Highlights
📌 3QFY26 & 9MFY26 results. Revenue stood stable at RM39.0m (-0.3% YoY, +1.4% QoQ), while reported PATMI surged 48.3% YoY (+136.9% QoQ) to RM3.5m. GP expanded 29.8% YoY to RM10.8m (GP margin: 27.7% vs. 21.3% in 3QFY25) on higher ASPs and a richer product mix. While reported 9MFY26 PATMI contracted 87.4% YoY to RM0.82m due to one-off listing expenses of RM6.0m recognized in 1QFY26, 9MFY26 adjusted PATMI grew 4.7% YoY to RM6.8m.
📌 Riding on regional regulatory tailwinds. Mandatory quality standards in key markets, such as Australia’s strict water tank regulations and India’s diesel fuel tank safety rules, provide steady long-term demand for high-grade specialty powders.
📌 Poland expansion. Establishing a logistics hub in Poland near major Central & Eastern Europe ports to efficiently distribute high-margin specialty products across Europe.
📌 Cost-plus pricing model. Polymer Link operates on a cost-plus pricing framework, enabling the group to pass on rising raw material and energy costs (e.g., oil-derived resin price increases) directly to customers.
📌 Anticipated operating cash flow turnaround. 9MFY26 OCF turned -RM7.4m due to inventory loading for Australia and higher trade receivables in the Philippines. Management expects positive OCF by financial year-end as inventory liquidates and collections resumed.
📌 Balance sheet & dividend. Net assets per share rose to RM0.17. Leverage remains healthy (gearing 0.6x, current ratio 2.6x). Declared an interim dividend of 0.30 sen/share (payable 25 Sep 2026). Payout ratio 50%.
📌 IPO deployment. RM16.9m (69.4%) of RM24.3m IPO proceeds utilized (Australia expansion 91.5% complete). Remaining RM7.4m is earmarked for R&D machinery and European expansion.
💡 M+Global View
📌 Polymer Link’s solid export footprint (94.1% of 3QFY26 sales) and margin expansion to 27.7% reflect stronger ASP & pricing power. Normalization of listing costs clears the earnings overhang for upcoming quarters.
📌 Key catalysts include: (i) execution of Australia capacity expansion, (ii) order recovery in India & Philippines, (iii) European expansion in Poland, and (iv) margin expansion from scaling high-margin Specialty Powders/Compounds.
🎯 We maintain our Fair Value of RM0.35, pegged to a 16x P/E multiple. | 1 777 |
| 15 | M+ Global Market Update – 15Sep26
Wall Street Muted Ahead of FOMC Meeting
US: With Wall Street entering the first day of the September FOMC meeting, coupled with oil prices staying elevated above the USD107/barrel mark, we expect Wall Street to extend its cautious trading sentiment. While Anthropic CEO Dario Amodei and OpenAI leadership called for a deliberate slowdown in frontier LLM development over safety concerns, we view this as a temporary knee-jerk market reaction, creating buy-on-dip opportunities in the tech sector. We continue to favour Marvell Technology (MRVL) despite its pullback, supported by its combined FY27 and FY28 revenue outlook of USD30bn and its custom silicon partnership with Alphabet (GOOGL), while the latter is also favoured due to its Google Cloud acceleration.
MY: Given that the local bourse will be closed tomorrow while the US enters its FOMC meeting later today, we anticipate a softer tone for the FBM KLCI today. Meanwhile, the elevated oil price environment should bode well for chemical-related companies such as LCTITAN and SAMCHEM. While the AI slowdown commentary in the US might temporarily affect sentiment for local technology counters, we continue to favour factory automation solutions provider GREATEC, supported by its RM1.8bn order book, with DC-related jobs now accounting for more than half of its outstanding contracts. The RM1.8bn order book translates into 2.4x FY25 revenue, with management expecting RM2.0bn by year-end.
Stocks to watch:
Technology: ATECH, *INFOM*, JHM, *FRONTKN*
Construction: *UUE*, WESTRVR
Chemical: LCTITAN, SAMCHEM
Industrial: ICENTS
Pawnshop: WELLCHIP | 3 447 |
| 16 | M+ Market Buzz - 15Sep26
Dow Jones: 52,421.20 pts (-152.09pts, -0.29%)
⬆️ Resistance: 54200
⬇️ Support: 51000
FBM KLCI: 1,698.01 pts (+11.27pts, +0.67%)
⬆️ Resistance: 1760
⬇️ Support: 1650
HSI Index: 24,917.60 pts (+111.97pts, +0.45%)
⬆️ Resistance: 26200
⬇️ Support: 24100
Crude Palm Oil: RM4,850 (+RM46, +0.95%)
⬆️ Resistance: 5120
⬇️ Support: 4720
Brent Oil: $105.68 (+$0.96, +1.02%)
⬆️ Resistance: 112.20
⬇️ Support: 94.10
Gold: $4,299.64 (-$12.18, -0.26%)
⬆️ Resistance: 4540
⬇️ Support: 4210
Source: Bloomberg, M+Global | 2 538 |
| 17 | M+ Global Market Wrap - 14Sep26
FBM KLCI: 1,698.01 pts (+11.27pts, +0.67%)
Tracking Wall Street's rebound last week, the FBM KLCI kickstarted the shortened trading week on a positive tone, with gains in key heavyweights like CIMB (+18.0 sen) and PCHEM (+18.0 sen) led the key index higher. However, market breadth was negative with 763 losers outpacing 422 gainers. Sector-wise, Telecommunications (+1.24%)] outperformed, led by AXIATA (+4.0 sen) and MAXIS (+4.0 sen), while Technology (-1.86%) lagged the most. IPO UNIPAC debuted today, closing at RM0.31 compared to its IPO price of RM0.35.
Top 3 Active stocks:
ZETRIX (0138): RM0.245 (-0.5 sen)
TOPGLOV (7113): RM0.830 (+3.0 sen)
JAKS (4723): RM0.135 (+1.0 sen)
Top 3 Gainer stocks:
HLBANK (5819): RM23.38 (+30.0 sen)
HLIND (3301): RM17.00 (+28.0 sen)
HENGYUAN (4324): RM3.45 (+21.0 sen)
Top 3 Loser stocks:
MPI (3867): RM40.00 (-70.0 sen)
NESTLE (4707): RM91.30 (-70.0 sen)
UWC (5292): RM6.26 (-34.0 sen)
Volume: 3.19 bn (100-bar avg vol: 3.51 bn)
Value: RM2.80 bn (100-bar avg val: RM3.13 bn)
Market Breadth: ⬆️422 ⬇️763
Crude Palm Oil: RM4,814 (+RM38, +0.79%)
Dow Futures: 52,898 pts (-104 pts)
**Source: M+ Global, Bloomberg ** | 2 300 |
| 18 | Good Afternoon All,
We issued a technical buy call on TD SYNNEX Corp. (SNX): Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
Trading catalysts include:
(i) Record 2Q26 results highlight accelerating technology spending
(ii) 3Q26 results offer a near-term earnings catalyst
(iii) AI and cloud adoption are broadening its addressable market
Research Team, M+ Global
14 Sep 2026 | 2 512 |
| 19 | Good Afternoon All,
We issued a technical buy call on Citigroup Inc (C): Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
Trading catalysts include:
(i) Upcoming FOMC meeting
(ii) Cross-border digital infrastructure expansion
(iii) Strategic wealth management pivot and footprint expansion in China
Research Team, M+ Global
14 Sep 2026 | 2 466 |
| 20 | M+ Market Buzz - 14Sep26
Dow Jones: 52,573.29 pts (+509.19pts, +0.98%)
⬆ Resistance: 54200
⬇ Support: 51000
FBM KLCI: 1,686.74 pts (-18.78pts, -1.10%)
⬆ Resistance: 1760
⬇ Support: 1650
HSI Index: 24,805.63 pts (-148.84pts, -0.60%)
⬆ Resistance: 26200
⬇ Support: 24100
Crude Palm Oil: RM4,814 (-RM71, -1.45%)
⬆ Resistance: 5120
⬇ Support: 4720
Brent Oil: $104.61 (+$2.76, +2.64%)
⬆ Resistance: 112.20
⬇ Support: 94.10
Gold: $4,349.08 (-$13.94, -0.32%)
⬆ Resistance: 4540
⬇ Support: 4210
Source: Bloomberg, M+Global | 3 228 |
