现已上线！2025 年 Telegram 研究 — 年度关键洞察 
M+ On-The-Go
前往频道在 Telegram
📈 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 26 627 名订阅者，在 经济与金融 类别中位列第 4 680，并在 马来西亚 地区排名第 1 341 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 26 627 名订阅者。
根据 11 六月, 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 47，过去 24 小时变化为 -2，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 11.79%。内容发布后 24 小时内通常能获得 7.84% 的反应，占订阅者总量。
- 帖子覆盖： 每篇帖子平均可获得 3 138 次浏览，首日通常累积 2 088 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, avg, breadth, dow, palm 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 12 六月, 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。
26 627
订阅者
-224 小时
+127 天
+4730 天
数据加载中...
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| 日期 | 订阅者增长 | 提及 | 频道 | |
| 11 六月 | +1 | |||
| 10 六月 | +2 | |||
| 09 六月 | +3 | |||
| 08 六月 | +10 | |||
| 07 六月 | +9 | |||
| 06 六月 | +5 | |||
| 05 六月 | 0 | |||
| 04 六月 | +7 | |||
| 03 六月 | 0 | |||
| 02 六月 | +3 | |||
| 01 六月 | +1 |
频道帖子
Here’s our IPO note on Liftech Group Berhad: Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
We assign a fair value of RM0.35 per share for LIFTECH, indicating an 20.7% upside from the IPO price of RM0.29. This valuation is based on a PE multiple of 13.0x, pegged to FY27f EPS of 2.69 sen.
Investment highlights include:
(i) 34-year brand moat underpinned by nationwide service network
(ii) Riding on multiple industrial upcycles nationwide
(iii) Car park systems to unlock new revenue growth
(iv) Unbilled order book of RM41.6m
(v) Insulated supply chain routes shielding operations from geopolitical bottlenecks
Research Team, M+ Global
12 Jun 26
| 2 | M+ Global Market Update – 12Jun26
Stocks Rallied After Trump Said Iran Deal Reached
US: As Trump announced that a settlement of the war with Iran had been reached and that a final document would be signed in Europe, which was in stark contrast to his earlier position of intensifying US military actions against Iran, the Wall Street should recover moving forward. Meanwhile, we like potential S&P 500 inclusion candidate Burlington Stores (BURL) following its technical breakout, underpinned fundamentally by double-digit earnings growth and a raised full-year guidance driven by resilient off-price retail demand. We also favour GE Aerospace (GE), which has recorded an 87% YoY surge in commercial and defence jet-engine backlogs amid the ongoing global military ramp-up. Lastly, overall market sentiment should remain highly charged ahead of Elon Musk's SpaceX IPO, which is set for listing debut today.
MY: Following the strong overnight rebound in the US, we believe the positive sentiment will spill over into the local bourse today. Stock-wise, we continue to favour MNHLDG and CBHB, as both are now poised for breakouts and are fundamentally supported by the country’s data centre construction upcycle and Tenaga grid upgrades. THMY represents another "picks and shovels" play in the AI and semiconductor gold rush, and its stock is currently pending a breakout. Lastly, as GCB may be decent for a pullback entry as it formed a bullish candlestick.
Stocks to watch:
Technology: *CORAZA*, *EG*, *MI*, *NE*, SCICOM
Construction: *HEGROUP*, *MNHLDG*
Gloves: HARTA
Chemical: PCHEM
**Source: M+ Global** | 2 121 |
| 3 | M+ Morning Market Buzz - 12Jun26
Dow Jones: 50,848.75 pts (+929.97pts, +1.86%)
⬆️ Resistance: 52700
⬇️ Support: 49000
FBM KLCI: 1,679.53 pts (+0.57pts, +0.03%)
⬆️ Resistance: 1740
⬇️ Support: 1650
HSI Index: 24,249.29 pts (-158.67pts, -0.65%)
⬆️ Resistance: 25800
⬇️ Support: 23600
Crude Palm Oil: RM4,551 (+RM23, +0.51%)
⬆️ Resistance: 4710
⬇️ Support: 4390
Brent Oil: $93.10 (-$2.72, -4.26%)
⬆️ Resistance: 100.10
⬇️ Support: 86.70
Gold: $4,212.26 (+$13.27, +0.12%)
⬆️ Resistance: 4580
⬇️ Support: 3950
Source: Bloomberg, M+ Global | 1 681 |
| 4 | M+ Global Market Wrap - 11Jun26
FBM KLCI: 1,679.53 pts (+0.57pts, +0.03%)
The FBM KLCI (+0.03%) closed higher at 1,679.53 pts, as bargain hunting emerged in selected heavyweight stocks. The market breadth was marginally positive, with 562 winners against 561 losers. Sector wise, Healthcare (+1.10%) outperformed, led by TOPGLOV (+2.0 sen) and HARTA (+4.0 sen), while Property (-2.39%) lagged the most. IPO MMCS debuted today, closing at RM0.225 compared to its IPO price of RM0.22.
Top 3 Active stocks:
TANCO (2429): RM0.200 (-30.0 sen)
ZETRIX (0138): RM0.810 (-3.5 sen)
MMCS (0456): RM0.225 (+0.5 sen)
Top 3 Gainer stocks:
MPI (3867): RM47.56 (+88.0 sen)
NESTLE (4707): RM94.50 (+72.0 sen)
BKAWAN (1899): RM20.80 (+52.0 sen)
Top 3 Loser stocks:
PETDAG (5681): RM17.72 (-92.0 sen)
UTDPLT (2089): RM31.60 (-70.0 sen)
IDEAL (9687): RM3.50 (-60.0 sen)
Volume: 3.32 bn (100-bar avg vol: 3.29 bn)
Value: RM2.89 bn (100-bar avg val: RM3.41 bn)
Market Breadth: ⬆️562 ⬇️561
Crude Palm Oil: RM4,538 (+RM26, +0.57%)
Dow Futures: 50,336 pts (+346 pts)
**Source: M+ Global, Bloomberg ** | 1 618 |
| 5 | M+ Global Market Update – 11Jun26
Stocks Dipped After Trump’s Threat of More Attacks
US: Despite soft to in-line CPI data, following the intensified geopolitical friction in the Middle East, we expect Wall Street to trade cautiously in the near term. Meanwhile, as President Trump blames Tehran for a US helicopter crash near the Strait of Hormuz and vows to retaliate harder, the subsequent rebound in crude oil prices should benefit oil- and LNG-related companies such as Chevron, Phillips 66, and Cheniere Energy. Lastly, following Oracle’s earnings outperformance, this print should continue to support the fundamental strength within the AI theme, acting as a structural catalyst for its core hardware and cooling suppliers such as Nvidia, Vertiv Holdings, Micron, and Super Micro Computer.
MY: Tracking the continued sell-off in the US, we believe that the FBM KLCI will face renewed selling pressure today, creating buy-on-the-dip opportunities in banking stocks. Meanwhile, the rebound in crude oil prices should benefit oil- and chemical-related companies, including PCHEM, HENGYUAN, and HIBISCS. We also continue to favour the Plantation sector, supported by Indonesia’s aggressive rollout of the B45/B50 biodiesel mandate and the anticipation of El Niño in the coming months, benefitting counters such as SDG, IOICORP, and UTDPLT. Lastly, IT solutions and cybersecurity services provider MMCS will make its ACE Market debut today.
Stocks to watch:
Technology: AMBEST, *SCICOM*, *VSTECS*
Plantation: *KMLOONG*, SOP
Chemical: *PCHEM*, *TMK*
Construction: *HEGROUP*
Solar: *PEKAT*
Financial: OSK
**Source: M+ Global** | 3 325 |
| 6 | M+ Morning Market Buzz - 10Jun26
Dow Jones: 49,919.09 pts (-953.02pts, -1.87%)
⬆️Resistance: 50,800
⬇️Support: 49,300
FBM KLCI: 1,678.96 pts (+3.46pts, +0.21%)
⬆️Resistance: 1,695
⬇️Support: 1,668
HSI Index: 24,407.96 pts (-157.94pts, -0.64%)
⬆️Resistance: 24,800
⬇️Support: 24,100
Crude Palm Oil: RM4,538 (+RM10, +0.22%)
⬆️Resistance: 4,640
⬇️Support: 4,450
Brent Oil: $94.9 (+$2.66, +2.88%)
⬆️Resistance: 96.00
⬇️Support: 90.50
Gold: $4,072.02 (-$187.95, -4.41%)
⬆️Resistance: 4,320
⬇️Support: 4,000
Source: Bloomberg, M+ Global | 2 152 |
| 7 | M+ Global Market Wrap - 10Jun26
FBM KLCI: 1,678.96 pts (+3.46pts, +0.21%)
The FBM KLCI (+0.21%) closed higher at 1,678.96 pts, supported by gains in selected heavyweight stocks despite the broader market sentiment remain cautious . The market breadth however was negative, with 422 winners against 705 losers. Sector wise, Plantation (+0.59%) outperformed, led by KLK (+36.0 sen) and IOICORP (+6.0 sen), while Property (-1.32%) declined the most.
Top 3 Active stocks:
HONGSENG (0041): RM0.010 (-0.5 sen)
ZETRIX (0138): RM0.845 (+2.0 sen)
VS (6963): RM0.210 (+1.0 sen)
Top 3 Gainer stocks:
HEIM (3255): RM19.42 (+38.0 sen)
KLK (2445): RM20.48 (+36.0 sen)
CARLSBG (2836): RM16.46 (+24.0 sen)
Top 3 Loser stocks:
CEPCO (8435): RM3.95 (-95.0 sen)
NESTLE (4707): RM93.78 (-66.0 sen)
F&N (3689): RM25.78 (-52.0 sen)
Volume: 3.97 bn (100-bar avg vol: 3.29 bn)
Value: RM2.73 bn (100-bar avg val: RM3.41 bn)
Market Breadth: ⬆️422 ⬇️705
Crude Palm Oil: RM4,528 (+RM9, +0.20%)
Dow Futures: 50,507 pts (-402 pts)
**Source: M+ Global, Bloomberg ** | 2 179 |
| 8 | Good Morning All,
Here’s our IPO note on RT Pastry Group Berhad: Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
We assign a fair value of RM0.26 per share for RT, indicating a 44.4% upside from the IPO price of RM0.18. This valuation is based on a P/E ratio of 12.0x, pegged to FY27f EPS of 2.15 sen.
Investment highlights include:
(i) New outlets rollout act as primary growth driver
(ii) Scaling potential from the wholesale segment
(iii) Cost-control through centralised manufacturing
(iv) Clean balance sheet
(v) Market share poised for growth
Research Team, M+ Global
10 Jun 26 | 3 008 |
| 9 | M+ Global Market Update – 10Jun26
US-Iran Conflict Intensified with CPI Data In-Focus
US: We expect Wall Street to trade cautiously ahead ofthe May CPI data later tonight, which will provide insights into how Fed policymakers are likely to adjust their monetary policy moving forward. Meanwhile, investors will be watching Oracle's highly anticipated earnings later tonight, and we believe that sentiment regarding structural AI theme momentum will be sustained following OpenAI's confidential IPO filing. Lastly, we think traders could monitor paint and coatings manufacturer PPG Industries, underpinned by (i) record order rates from airline and military segments driven by PPG’s specialised coatings that shield planes from lightning strikes and (ii) its specialised heat-resistant coatings for AI data centre infrastructure.
MY: Following Wall Street’s strong sell-down yesterday, we believe the local bourse will face extended selling pressure today, particularly in the Tech sector, creating buy-on-the-dip opportunities. Meanwhile, we continue to favour the Utilities sector due to the ongoing data centre boom, with Ranhill pulling back from its recent high, creating an attractive entry level, while CBHB is now poised for a further breakout. Lastly, with Indonesia’s aggressive rollout of the B45/B50 biodiesel mandate, coupled with the anticipation of El Niño in the coming months, we believe sentiment will bode well for plantation counters, benefitting SDG, SOP, and UTDPLT.
Stocks to watch:
Technology: AMBEST, *CTOS*, GENETEC, KGB, VITROX
Construction: CHB, *HEGROUP*, *ICENTS*
Commodity: *MSC*
Utility: *RANHILL*
Property: SPSETIA
**Source: M+ Global** | 3 436 |
| 10 | M+ Morning Market Buzz - 10Jun26
Dow Jones: 50,872.11 pts (+86.10pts, +0.17%)
⬆️ Resistance: 52700
⬇️ Support: 49300
FBM KLCI: 1,675.50 pts (-4.02pts, -0.24%)
⬆️ Resistance: 1740
⬇️ Support: 1640
HSI Index: 24,565.90 pts (-91.16pts, -0.37%)
⬆️ Resistance: 26500
⬇️ Support: 24000
Crude Palm Oil: RM4,528 (-RM10, -0.22%)
⬆️ Resistance: 4790
⬇️ Support: 4390
Brent Oil: $91.45 (-$2.80, -2.97%)
⬆️ Resistance: 101.00
⬇️ Support: 87.80
Gold: $4,260.85 (-$15.49, -0.36%)
⬆️ Resistance: 4610
⬇️ Support: 4160
Source: Bloomberg, M+ Global | 2 604 |
| 11 | M+ Global Market Wrap - 9Jun26
FBM KLCI: 1,675.50 pts (-4.02pts, -0.24%)
The FBM KLCI (-0.24%) closed lower at 1,675.50 pts, as investors remain cautious ahead of key US economic data that could offer clues on the Federal Reserve's interest rate path. The market breadth was negative, with 533 winners against 569 losers. Sector wise, Technology (+1.39%) outperformed, led by VITROX (+42.0 sen) and MPI (+130.0 sen) , while Property (-1.78%) declined the most.
Top 3 Active stocks:
HONGSENG (0041): RM0.015 (+0.5 sen)
ZETRIX (0138): RM0.825 (+0.5 sen)
TFP (0145): RM0.085 (+3.0 sen)
Top 3 Gainer stocks:
NESTLE (4707): RM94.44 (+244.0 sen)
MPI (3867): RM46.80 (+130.0 sen)
AJI (2658): RM15.48 (+106.0 sen)
Top 3 Loser stocks:
TANCO (2429): RM0.800 (-32.0 sen)
FACBIND (2984): RM1.66 (-19.0 sen)
PETGAS (6033): RM17.32 (-18.0 sen)
Volume: 3.76 bn (100-bar avg vol: 3.27 bn)
Value: RM2.90 bn (100-bar avg val: RM3.41 bn)
Market Breadth: ⬆️533 ⬇️569
Crude Palm Oil: RM4,575 (-RM56, -1.22%)
Dow Futures: 50,935 pts (+79 pts)
**Source: M+ Global, Bloomberg ** | 1 645 |
| 12 | Good Evening All,
After attending NCT Alliance Berhad’s 1QFY26 results briefing, here are our quick take for investors:
📈 Investment Highlights
📌 Structural revenue pivot (70-80% target). As industrial factories carry significantly higher development values than traditional residential properties, management expects industrial contributions to consistently anchor 70-80% of total group revenue moving forward.
📌 Data centre and industrialization trend to drive earnings surge. With Selangor solidifying its status as the nation's secondary choice for data centers right after Johor, NSIP is experiencing a surge in enquiries. Notably, Middle East data center players are actively looking to deploy capacity here, attracted by the park's smart capabilities. Hence, NCT is positioned to experience a major inflection point and a huge jump in earnings over the multi-year development horizon.
📌 World-class Managed Industrial Park (MIP) framework. NSIP is being developed as a highly specialized MIP catering to medium and heavy industries. The ecosystem is backed by a world-class smart command center integrating ESG compliance tools, utilities management, and solar CRESS (Corporate Renewable Energy Supply Scheme) infrastructure.
📌 RCPS structure to prevent share dilution. To fund its rapid landbanking and capital expenditure without hurting minority shareholders, the group is utilizing Redeemable Convertible Preference Shares (RCPS), effectively preventing immediate common share dilution.
📌 Recurring income stream. NCT is expected to benefit from recurring income stream through its Centralized Labor Quarters (CLQ) at NSIP and industrial asset leasing.
🏗️ Project Updates
📌 NSIP Phase 1 & 2 commercial traction. The NCT Smart Industrial Park (NSIP) continues to outperform, with Phase 1 achieving around 80% sales rate. Phase 2 earthworks are fully completed and actively being marketed, with management currently in advanced negotiations for a potential bulk purchase by customer.
📌 NCT Innosphere (Kedah-Thailand cross-border play). Expanding its economic footprint northward, the group is establishing the "NCT Innosphere" economic zone spanning Kedah and Thailand. This strategic corridor is designed to capture high-growth cross-border trade activities moving forward.
📌 East Malaysia residential pipeline. Secured a 51% stake in Setara Juara to develop Ion Marina Bay in Putatan, Sabah. This 250-acre mixed waterfront project brings a RM3.4bn GDV pipeline over 9 years, capitalizing on the RM442.3m Kota Kinabalu International Airport expansion.
💡M+ Global View
We favour NCT Alliance Berhad as it undergoes a massive structural re-rating from a domestic residential player into a premium, tech-driven industrial powerhouse. We like the group based on the following core catalysts: (i) the scalability of NSIP, where Phase 1 is already around 80% sold and Phase 2 is positioned for a bulk sale, (ii) its sweet-spot location in Selangor, capturing high-value Middle East data center demand as the state becomes a primary data center alternative to Johor, and (iii) the creation of the NCT Innosphere to monetize rising cross-border trade in the north. With a robust ESG-compliant Managed Industrial Park framework, a defensive capital layout via RCPS to prevent dilution, and an impending earnings surge backed by Malaysia’s AI and industrialization wave, NCT represents a compelling high-growth narrative moving forward.
M+ Global Research Team
9 June 2026 | 1 458 |
| 13 | M+ Global Market Update – 09Jun26
Spotlight on Apple Following WWDC 2026
US: With the halt in Iran–Israel attacks and President Trump demanding a ceasefire between both nations, we believe the technical rebound on Wall Street will continue, provided there are no violations of the ongoing truce. Meanwhile, after facing criticism for lagging behind in the AI arms race for some time, we believe the spotlight will turn to Apple, as it has just kicked off its annual Worldwide Developers Conference (WWDC 2026), showcasing its AI catalysts for the future; these include (i) a multi-year deal with Google Gemini to power its heavy-duty Siri cloud reasoning and (ii) iOS 27 extensions that allow users to plug third-party AI chatbots directly into its operating system. Technically, Apple has now retraced toward its EMA20.
MY: Tracking the rebound on Wall Street, we believe it may spillover to the local bourse today. Meanwhile, with the weakening of the MYR toward the 4.07 level against the USD, we expect buying interest to be sustained in export-oriented sectors such as gloves, where TOPGLOV and HARTA are pending breakouts. Furthermore, with SUMTECH securing an impressive IPO oversubscription rate of 110.5x, we believe sentiment will bode well for cleanroom peers such as ICENTS, which formed a bullish pattern yesterday. Lastly, bakery producer and distributor HSSBAKERY (M+ TP: RM0.23) will close its IPO applications today.
Stocks to watch:
Plantation: SDG, SWKPLNT, *UTDPLT*, *WTK*
Technology: ECA, *MCLEAN*, VITROX
Construction: *CHB*, *HEGROUP*, *PWRWELL*
Gloves: HARTA, *TOPGLOV*
Chemical: PCHEM
Conglomerate: HAPSENG
**Source: M+ Global** | 3 547 |
| 14 | M+ Morning Market Buzz - 9Jun26
Dow Jones: 50,786.01 pts (-80.77pts, -0.16%)
⬆️ Resistance: 52700
⬇️ Support: 49700
FBM KLCI: 1,679.52 pts (-13.91pts, -0.82%)
⬆️ Resistance: 1740
⬇️ Support: 1640
HSI Index: 24,657.06 pts (-304.89pts, -1.22%)
⬆️ Resistance: 26600
⬇️ Support: 24000
Crude Palm Oil: RM4,575 (RM0, 0.00%)
⬆️ Resistance: 4790
⬇️ Support: 4440
Brent Oil: $94.25 (+$1.16, +1.25%)
⬆️ Resistance: 101.00
⬇️ Support: 90.90
Gold: $4,330.17 (-$8.68, -0.20%)
⬆️ Resistance: 4640
⬇️ Support: 4190
Source: Bloomberg, M+ Global | 2 682 |
| 15 | M+ Global Market Wrap - 8Jun26
FBM KLCI: 1,681.86 pts (-11.57pts, -0.68%)
The FBM KLCI (-0.82%) closed lower at 1,679.52 pts, lead by technology stock sell-off following the spillover of Nasdaq selldown into the local bourse. The market breadth was negative, with 340 winners against 916 losers. Sector wise, Plantation (+0.62%) outperformed, led by SDG (+11.0 sen) and IOICORP (+3.0 sen) , while Property (-3.54%) declined the most.
Top 3 Active stocks:
ZETRIX (0138): RM0.820 (-0.5 sen)
TFP (0145): RM0.055 (+2.5 sen)
TOPGLOV (7113): RM0.845 (+3.0 sen)
Top 3 Gainer stocks:
CEPCO (8435): RM3.99 (+65.0sen)
IDEAL (9687): RM4.10 (+30.0sen)
PJBUMI (7163): RM3.43 (+18.0sen)
Top 3 Loser stocks:
NESTLE (4707): RM92.00 (-228.0sen)
MPI (3867): RM45.50 (-130.0sen)
PETDAG (5681): RM18.60 (-64.0sen)
Volume: 3.48 bn (100-bar avg vol: 3.26 bn)
Value: RM2.92 bn (100-bar avg val: RM3.41 bn)
Market Breadth: ⬆️340 ⬇️916
Crude Palm Oil: RM4,554 (+RM13, +0.29%)
Dow Futures: 50,752 pts (-184 pts)
**Source: M+ Global, Bloomberg ** | 2 381 |
| 16 | Good Morning All,
We issued a company update note on our coverage stock EITA Resources Berhad: Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
Upgraded to BUY with a same TP of RM0.52. As the share price deteriorated ahead of this news, we upgraded our recommendation from Hold to Buy on EITA with an unchanged target price of RM0.52. The target price is derived based on a P/E ratio of 10.0x pegged to our mid-FY27f EPS of 5.19 sen.
Research Team, M+ Global
8 Jun 2026 | 2 315 |
| 17 | Good Morning All,
Here’s our IPO note on HSS Holdings Berhad: Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
We assign a fair value of RM0.23 per share for HSSBAKERY, indicating a 27.8% upside from the IPO price of RM0.18. This valuation is based on a PE multiple of 12.0x, pegged to FY27f EPS of 1.94 sen.
Investment highlights include:
(i) Margin expansion driven by manufacturing mix shift
(ii) Post-IPO capex to unlock new daily-consumption SKUs
(iii) Extensive multi-channel footprint and strong brand equity
(iv) Tourism-led premium product as additional growth driver
Research Team, M+ Global
8 Jun 26 | 2 250 |
| 18 | M+ Morning Market Buzz - 8Jun26
Dow Jones: 50,866.78 pts (-695.15pts, -1.35%)
⬆ Resistance: 52700
⬇ Support: 49700
FBM KLCI: 1,693.43 pts (+10.17pts, +0.60%)
⬆ Resistance: 1740
⬇ Support: 1640
HSI Index: 24,961.95 pts (-291.45pts, -1.15%)
⬆ Resistance: 26600
⬇ Support: 24500
Crude Palm Oil: RM4,554 (-RM47, -1.02%)
⬆ Resistance: 4790
⬇ Support: 4440
Brent Oil: $93.09 (+$2.32, -2.04%)
⬆ Resistance: 101.00
⬇ Support: 90.40
Gold: $4,328.45 (+$24.70, -3.27%)
⬆ Resistance: 4640
⬇ Support: 4230
Source: Bloomberg, M+ Global | 2 750 |
| 19 | M+ Global Market Update – 08Jun26
SpaceX Sets For IPO Debut This Week
US: With a blowout May jobs report and an anticipated Fed rate hike moving forward, we expect Wall Street to continue to face selling pressure in the near term. Meanwhile, as the SpaceX IPO is set to debut this Friday, we believe sentiment will also bode well for other space-related companies such as AST SpaceMobile and Sidus Space, both of which are well-supported above their EMA lines. The listing of SpaceX will also benefit Google, as it holds a 6.11% stake in the company. Lastly, given the recent profit-taking in AI-related counters, we think traders could wait for Micron and SanDisk Corporation to consolidate for entry opportunities, as memory demand continues to outpace supply in this AI supercycle environment.
MY: Tracking the strong sell-down on Wall Street last Friday, we believe the negative sentiment will spill over into the local bourse today, creating buy-on-the-dip opportunities among banking counters. Meanwhile, we continue to like KOBAY and OXB as they transition from simple metalwork operations into high-specification engineering companies, leaving them well-positioned to ride the semiconductor and AI infrastructure upcycle. Lastly, with an outstanding order book of RM8.7bn targeting DCs, infrastructure, and parent company projects, we continue to favour SUNCON, which is currently experiencing a healthy pullback within an intact uptrend.
Stocks to watch:
Technology: *AEMULUS*, *FRONTKN*, *VITROX*
Construction: *CHB*, *HEGROUP*
Plantation: *WTK*
Consumer: *AQUAWALK*
Logistics: WPRTS
Gloves: HARTA
Property: IOIPG
Finance: PBBANK
**Source: M+ Global** | 3 883 |
| 20 | Good Morning All,
We issued a company update note on our coverage stock Well Chip Group Berhad (WCGB) following its proposed rights issue | Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
📌Newsbreak: 1-for-5 rights issue. Well Chip proposed a renounceable rights issue of up to 120.0m new shares, on the basis of 1 rights share for every 5 existing shares held. Based on the illustrative issue price of RM1.00/share, the exercise could raise c.RM60.8m–RM120.0m and is expected to be completed by 4Q26, subject to approvals.
M+ Global View
📌Sensible capital raise. While the exercise is EPS dilutive, with the enlarged share base rising from 600.0m to 720.0m under the maximum scenario, implying c.16.7% theoretical EPS dilution, we view it as supportive of Well Chip’s expansion and pawn loan growth.
📌Use of proceeds. The bulk of proceeds, RM44.6m–RM88.8m, will be used as cash capital to expand pawn loan disbursements, while RM15.0m–RM30.0m will fund up to six new pawnshops in Malacca and Johor.
📌Stronger balance sheet. Under the maximum scenario, shareholders’ equity/NA would rise from RM483.3m to RM602.1m, while gearing would decline from 0.92x to 0.74x.
Valuation & Recommendation
📌Forecast. Maintained.
📌Maintain BUY, TP RM2.07. We maintain our BUY call with an unchanged TP of RM2.07, based on 2.0x FY27F P/B applied to FY27F BVPS of RM1.03. The premium multiple is supported by WCGB’s strong ROE track record, outlet expansion, resilient demand, gold-price tailwinds and scarcity value as a listed pawnbroking proxy.
📌Key risks. Competition, gold price volatility, physical security/personnel integrity risks and regulatory compliance.
Research Team, M+ Global
8 June 2026 | 2 200 |
