BIMB SECURITIES
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| 8 | 📱 BIMB SECURITIES RESEARCH: WEEKLY MARKET UPDATE 📱
Theme of the Week: "Backing the Locals" — Domestic Liquidity Anchors Market Amid Foreign Selling
📉 MARKET PERFORMANCE OVERVIEW
FBMKLCI: Slipped -0.6% WoW to close at 1,725.9 (+2.7% YTD).
Foreign Funds: Recorded a net outflow of -RM366mn in a holiday-shortened trading week. Outflows were heavily concentrated in major banks (Public Bank, AmBank, RHB), while inflows targeted Transportation, Healthcare, and Property (Westports, KPJ, SD Guthrie).
Local Investors: Local Institutions (+RM201mn) and Local Retail (+RM165mn) continued their net buying streak to absorb foreign selling.
Sectors: Construction led gains (+1.6% WoW) on strong order-book momentum, followed by Industrial Products (+1.1%). REITs lagged (-1.9% WoW) alongside Tech (-1.8%) and Plantations (-1.4%).
📊 COMMODITIES & FOREX SNAPSHOT
Ringgit (USDMYR): Strengthened -0.3% WoW to 4.03, despite the US Dollar Index (DXY) firming to 99.70.
Brent Crude: Dropped -5.4% WoW to USD89.31/bbl as US-Iran developments shifted toward sanctions rather than active supply threats.
CPO: Eased -3.4% WoW to RM4,628/MT.
Gold: Fell -3.2% WoW to USD4,455.11/Tr Oz under pressure from a firmer dollar.
🎯 STRATEGY & MARKET OUTLOOK
A strengthening Ringgit at 4.03 and lower commodity prices help keep domestic inflation risks well-contained. As the August corporate reporting season concludes, local institutional buying remains the primary floor supporting local equities.
We recommend positioning in sectors supported by both foreign inflows and domestic liquidity (Transportation and Healthcare), while selectively accumulating quality large-cap names that benefit from domestic institutional backing.
Key catalysts to watch: US interest rate expectations, upcoming US inflation prints, earnings revisions, and new data-centre contract awards.
🔥 TOP WATCHLIST FOR THE WEEK
1. ⚓️ Westports (BUY; TP: RM7.55)
Our View: Top foreign net buy in Week 35 (+RM102.7mn); resilient port operator delivering steady throughput growth.
2.⚡️ Tenaga Nasional (BUY; TP: RM16.77)
Our View: Premier utility anchor for data-centre power infrastructure, generating stable regulated cash flows.
3. 🏥 IHH Healthcare (BUY; TP: RM10.42)
Our View: Highly defensive hospital group benefiting from expanding medical-tourism revenues.
4. 🏦 RHB Bank (Non-Rated; Price: RM8.50)
Our View: Retained on attractive valuation metrics and strong dividend yields despite broad foreign selling in banking.
📊 Quant-Selected ERP5 Pick:
5. 🪵 WTK Holdings (Non-Rated) - Quant-screened selection trading at attractive value metrics with a strong balance sheet and longer-term oil palm estate expansion upside.
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 (1 September 2026). | 169 |
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