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π LGMS Berhad Forecast Cut on Cybersecurity Headwinds
β’ LGMS Berhad's core profit tumbled 13.7% YoY to RM1.7m in 2QFY26 amid AI spending surge and wage pressures.
β’ Malacca Securities cut FY26-28 earnings forecasts by 15β22%, maintaining BUY with revised RM0.70 target price on Bursa Malaysia.
β’ Compliance and incident response segments contracted 21.3% and 32.6% YoY respectively, reflecting delayed enterprise cybersecurity spending post-breach cycles.
π Read full analysis β
π Related: Malaysia's First AI-Driven Remisier β Dexter Chia
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π Malacca Securities: Four Selective Plays to Drive Gains
β’ GAMUDA backed by record RM59.6 billion order book with expanding data centre exposure through 2026.
β’ Telecoms sector gained +1.31% as MAXIS and TM outperformed amid 568 losers versus 523 gainers on Bursa.
β’ KEEMING's RM246 million indicative order book positions exposure to Malaysia's AI infrastructure build-out across 2027.
π Read full analysis β
π Related: Malaysia's First AI-Driven Remisier β Dexter Chia
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π Zetrix AIθ‘δ»·ζ΄θ·66% TS Wongεζθ³13.14%ηηηΈ
β’ Zetrix AI stock plummeted 66.69% from 66 sen to 22 sen since August 26, wiping RM3.467 billion in market value.
β’ Founder TS Wong dumped 124.5 million shares (16.35% stake) for RM321.34 million, signalling margin call pressure across Bursa Malaysia.
β’ Margin call forced liquidations on low-liquidity counters create destructive feedback loops that disproportionately harm retail investors holding leveraged positions.
π Read full analysis β
π Related: Malaysia's First AI-Driven Remisier β Dexter Chia
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π Malaysia Property Market Hits RM105.12b β Whatβs Next
β’ Malaysia's property market recorded RM105.12 billion in transactions across 187,320 deals during 1H2026.
β’ 6.0% GDP growth and stable 2.75% overnight policy rate support real estate developers and mortgage-dependent financials.
β’ New residential supply climbing 16.6% suggests investors track absorption rates against incoming project completions closely.
π Read full analysis β
π Related: Malaysia's First AI-Driven Remisier β Dexter Chia
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π KJTS Group Eyes RM88m Quarterly Revenue in H2 2026
β’ KJTS Group targets RM88.2 million quarterly revenue in H2 2026; Malacca Securities raised target price to RM1.32, implying 16.8% upside.
β’ Industrial cooling and energy services player operates across Thailand, Indonesia with RM1.6 billion consolidated pipeline; FY27-28 earnings forecasts raised 7.3% and 7.2%.
β’ Utilities-as-a-Service expansion and Stonepeak initiative's RM700 million opportunities provide visibility into recurring revenue streams beyond traditional EPCC project cycles.
π Read full analysis β
π Related: Malaysia's First AI-Driven Remisier β Dexter Chia
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π SAM Stock: AI Supercycle Play with Thailand Cost Edge
β’ SAM's Equipment segment revenue surged 30% QoQ in 1QFY27, signalling strong semiconductor and HDD demand amid AI infrastructure buildout.
β’ Malacca Securities flags SAM as AI supercycle play; Thailand relocation targets margin expansion as dovish Fed sentiment lifts regional semiconductor stocks.
β’ Equipment segment outperformance reflects hyperscaler demand (Meta, Microsoft); investors monitoring aerospace cost reduction timing and consolidated margin trajectory.
π Read full analysis β
π Related: AI Stock Analysis for Malaysian Investors
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π Bursa Malaysiaδ½εΌζΆη εͺδΊθηΉθ‘ι’δΈ΄εε
β’ MAYBANK and TENAGA, accounting for 25% of KLCI weighting, declined sharply as bank net interest margin concerns and global oil prices below $75/barrel pressured blue chips.
β’ ACE Market stocks fell over 10% steeper than main board; trading volumes dropped to 70% of daily average, signaling institutional caution amid ringgit weakness past 4.60 against USD.
β’ Retail accounts under RM100,000 showed 12% lower daily trading activity month-on-month; dividend yields of 3.8%-4.2% on stable payers merit portfolio review during volatility.
π Read full analysis β
π Related: Malaysia's First AI-Driven Remisier β Dexter Chia
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π PSP InfraBina ACE Market IPO: RM270M Order Book
β’ PSP InfraBina Bhd seeks ACE Market listing with RM270M contract pipeline over next two years.
β’ Selangor contractor posted RM10M net profit on RM87M revenue for 12 months to June 2025.
β’ Company operates 134 machines across Malaysia; founders retain stakes via concurrent offer for sale.
π Read full analysis β
π Related: IPO Investing with M+ Global
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