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频道帖子
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| 5 | 📱 BIMB SECURITIES RESEARCH: WEEKLY MARKET UPDATE 📱
Theme of the Week: "Rotation, Not Retreat" — Capital Shifts to Tech & Infra
📉 MARKET PERFORMANCE OVERVIEW
- FBMKLCI: Gained +0.7% WoW to close at 1,679.1 (remaining just -0.1% negative YTD)
- Foreign Funds: Recorded a net outflow of -RM391.1mn (easing from -RM554.7mn last week). However, they aggressively rotated into Technology (+RM55.7mn) and Construction (+RM43.3mn) while dumping Financials.
- Local Institutions: Stayed strong as the market's main pillar, absorbing the blocks with +RM475mn in net buying.
- Local Retail: Turned into marginal net sellers at -RM84mn.
- Sectors: Technology led the charge ( +2.6% WoW , scaling to +33.1% YTD) riding the North Asian AI wave. Construction lagged slightly (-0.5% WoW) despite clear foreign accumulation in heavyweights.
📊 COMMODITIES & FOREX SNAPSHOT
- Ringgit (USDMYR): Strengthened -0.4% WoW to 4.07 as softer US payroll data cooled down the US Dollar Index.
- Brent Crude: Stabilized at USD72.12/bbl (+0.2% WoW) as the ceasefire holds and the Strait of Hormuz remains open, fully unwinding the war-risk premium.
- CPO: Slipped -1.4% WoW to RM4,439/MT on softer export demand.
- Gold: Surged +2.2% to USD4,176.94/Tr Oz boosted by US rate-cut bets.
🎯 STRATEGY & MARKET OUTLOOK
A stronger Ringgit and steady oil prices are combining to ease imported inflationary pressures. Our core strategy is to Follow the Conviction Capital. We are overweighting technology and data-centre construction positions where foreign buyers are aggregating, while underweighting banking counters that face near-term foreign profit-taking.
Key upcoming triggers to watch: The Bank Negara OPR policy decision on 9 July and updates on the local RON95 subsidy rationalisation.
🔥 TOP WATCHLIST FOR THE WEEK
1. 🏗 Gamuda (BUY; TP: RM5.91)
- Our View: Premier data-centre civil work and infrastructure beneficiary; heavy foreign net inflows (+RM32.8mn).
2. 🏢 Sunway Construction (BUY; TP: RM8.28)
- Our View: Core alpha builder with a massive data-centre order book pipeline securing visible domestic growth.
3. 🌐 Telekom Malaysia (BUY; TP: RM7.78)
- Our View: A top 10 foreign buy target owning the critical AI-ready connectivity network for hyperscaler data centres.
4. 🛢 Hibiscus Petroleum (BUY; TP: RM2.80)
- Our View: Pure upstream oil value play providing portfolio balance against aggressive technology exposures.
5. 🏢 IOI Properties (HOLD; TP: RM4.10)
- Our View: Diversified property player backed by solid recurring income streams, capped by limited short-term upside.
📊 Small-Midcaps On Our Radar:
6. 🐓 Leong Hup International (Non-Rated) - Strong proxy for resilient Southeast Asian protein demand.
7. ⛏️ Malaysia Smelting Corporation (Non-Rated) - Pure upstream tin leverage tied straight into electronics and semiconductor solder demand.
Prepared for investor reference only. Please do your own assessment and risk mitigation or consult with your licensed dealer representative before making investment decisions.
Source: Condensed from BIMB Securities Research Strategy Report (6 July 2026). | 141 |
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| 16 | 📱BIMB SECURITIES RESEARCH: WEEKLY MARKET UPDATE 📱
Theme of the Week: "Domestic Shelter" — Global Squall, Domestic Shelter
📉 MARKET PERFORMANCE OVERVIEW
- FBMKLCI: Fell -2.6% WoW to close at 1,667.7 (slipping to -0.7% YTD).
- Foreign Funds: Resumed net selling with an outflow of -RM555mn (tracking a broader EM exit).
- Local Investors: Fully stepped up to absorb the dip! Local Retail bought +RM380mn and Local Institutions added +RM175mn in net buying.
- Sectors: Plantation was the sole gainer (+0.1% WoW). Industrial Products (-5.8% WoW) and Technology (-4.0% WoW) suffered the heaviest hits on global tech profit-taking.
📊 COMMODITIES & FOREX SNAPSHOT
- Brent Crude: Collapsed a further -10.6% WoW to USD71.99/bbl as the Iran ceasefire held and the Strait of Hormuz fully reopened. (Note: This is a massive fiscal relief for Malaysia, easing the national fuel-subsidy bill!)
- CPO: Eased -2.0% WoW to RM4,504/MT.
- Ringgit (USDMYR): Showed great resilience, strengthening -1.2% WoW to 4.09 despite the stronger greenback.
- Gold: Dropped -1.6% to USD4,088.74/Tr Oz.
🎯 STRATEGY & MARKET OUTLOOK
Because this sell-off is driven by offshore factors rather than local fundamentals, we see this correction as an accumulation opportunity. We shift our focus entirely toward a Domestic Shelter theme—favoring domestic-facing, cash-generative companies protected from external shocks.
🔥 TOP 5 WATCHLIST FOR THE WEEK
1. 🛢Hibiscus Petroleum (BUY; TP: RM2.80)
- Our View: Solid balance sheet; current valuations already discount the softer crude environment.
2. 🏢Sunway Construction (BUY; TP: RM8.28)
- Our View: A pure domestic-demand play insulated from global equity shocks with a powerful data-centre order book.
3. 🌐 Telekom Malaysia (BUY; TP: RM7.78)
- Our View: Highly defensive, recurring cash flows backed by structural hyperscaler data-centre connectivity demand.
4. ⚡️ Tenaga Nasional (BUY; TP: RM16.77)
- Our View: Strong defensive yield paired with structural growth from the surge in data-centre power consumption.
5. ⚓️ Velesto Energy (HOLD; TP: RM0.32)
- Our View: Steady domestic oil-services exposure providing a comfortable dividend yield cushion.
Prepared for investor reference only. Please do your own assessment and risk mitigation or consult with your licensed dealer representative before making investment decisions.
Source: Condensed from BIMB Securities Research Strategy Report (29 June 2026). | 216 |
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