BIMB SECURITIES
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Publicaciones del Canal
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| 9 | 📱 BIMB SECURITIES RESEARCH: WEEKLY MARKET UPDATE 📱
Theme of the Week: "The Buyers Return" — Capital Inflows into Quality Anchors
Hi Investors! Bursa Malaysia decoupled from regional weakness this week, edging back into positive territory for the year. The big highlight: foreign investors officially snapped an eight-week selling streak, driven by policy certainty after Bank Negara maintained the OPR at 2.75%. Here is your quick weekly digest:
📉 MARKET PERFORMANCE OVERVIEW
- FBMKLCI: Gained +0.7% WoW to close at 1,691.5 (now +0.7% positive YTD).
- Foreign Funds: Flips back to net buyers at +RM75mn , putting an end to a painful 2-month selling run. They heavily favored Financials (+RM121mn) and Utilities (+RM95mn).
- Local Investors: Local Retail stepped up to support with +RM126mn in net buying, while Local Institutions took profit, turning net sellers at -RM201mn.
- Sectors: Plantation led the gains ( +2.6% WoW , +10.5% YTD) on solid CPO prices. *Technology* lagged behind ( -2.3% WoW ) as foreigners trimmed chip exposure amid the global AI de-rating scare.
📊 COMMODITIES & FOREX SNAPSHOT
- Ringgit (USDMYR): Held perfectly steady, flat WoW at 4.07 against a resilient US dollar.
- Brent Crude: Jumped +5.4% WoW to USD76.01/bbl as a war-risk premium returned due to renewed US-Iran strikes and fresh shipping corridor threats.
- CPO: Firmed up slightly, rising +0.4% WoW to RM4,455/MT.
- Gold: Slid -1.4% to USD4,119.93/Tr Oz.
🎯 STRATEGY & MARKET OUTLOOK
With capital flowing back into oversold large caps, our recommendation is to Follow the Returning Money. We are pivoting heavily into defensive value plays like large-cap banks, utilities, and plantations while remaining highly selective on technology counters facing global valuation resets.
Key upcoming catalysts: Domestic foreign-flow momentum, geopolitical oil volatility, and the official implementation timeline for RON95 subsidy rationalisation.
🔥 TOP WATCHLIST FOR THE WEEK
1. ⚡️ Tenaga Nasional (BUY; TP: RM16.77)
- Our View: The ultimate favorite of foreign inflows (+RM127.3mn); absolute power anchor for the data-centre infrastructure boom.
2. 🏢 Public Bank (Non-Rated; Price: RM5.80)
- Our View: High-quality banking leader re-accumulated by foreigners, acting as a prime beneficiary of the OPR pause.
3. 🏦 RHB Bank (Non-Rated; Price: RM8.50)
- Our View: Rounded out the top 3 foreign inflows (+RM76.1mn), providing investors with one of the most attractive large-cap dividend yields.
4. 🌴 SD Guthrie (BUY; TP: RM6.90)
- Our View: The world's largest oil-palm pure-play; well-geared to cash in on firm CPO price trends.
5. 🌐 TIME dotCom (HOLD; TP: RM5.60)
- Our View: Strong, cash-generative connectivity provider riding digital infrastructure demand via its regional fibre network.
📊 Quant-Selected Pick (AI Hardware Proxy):
6. 💻 VSTECS Berhad (Non-Rated) - Handpicked as a robust "picks-and-shovels" play capitalizing on soaring enterprise AI hardware distribution 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 (13 July 2026). | 166 |
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| 17 | 📱 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). | 223 |
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