M+ On-The-Go
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📈 تحلیل کانال تلگرام M+ On-The-Go
کانال M+ On-The-Go (@mplusotg) در بخش زبانی انگلیسی بازیگری فعال است. در حال حاضر جامعه شامل 26 227 مشترک است و جایگاه 4 552 را در دسته اقتصاد و امور مالی و رتبه 1 311 را در منطقه ماليزيا دارد.
📊 شاخص‌های مخاطب و پویایی
از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 26 227 مشترک جذب کرده است.
بر اساس آخرین داده‌ها در تاریخ 13 اکتبر, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر -123 و در ۲۴ ساعت گذشته برابر 0 بوده و همچنان دسترسی گسترده‌ای حفظ شده است.
- وضعیت تأیید: تأیید نشده
- نرخ تعامل (ER): میانگین تعامل مخاطب 11.36% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 7.76% واکنش نسبت به کل مشترکان کسب می‌کند.
- دسترسی پست‌ها: هر پست به طور میانگین 2 979 بازدید دریافت می‌کند. در اولین روز معمولاً 2 035 بازدید جمع‌آوری می‌شود.
- واکنش‌ها و تعامل: مخاطبان به‌طور فعال حمایت می‌کنند؛ میانگین واکنش به هر پست 2 است.
- علایق موضوعی: محتوا بر موضوعات کلیدی مانند resistance, iran, gainer, dow, loser تمرکز دارد.
📝 توضیح و سیاست محتوایی
نویسنده این فضا را محل بیان دیدگاه‌های شخصی توصیف می‌کند:
“Malacca Securities Sdn Bhd”
به لطف به‌روزرسانی‌های پرتکرار (آخرین داده در تاریخ 14 اکتبر, 2026)، کانال همواره به‌روز و دارای دسترسی بالاست. تحلیل‌ها نشان می‌دهد مخاطبان به‌طور فعال با محتوا تعامل دارند و آن را به نقطه اثرگذاری مهم در دسته اقتصاد و امور مالی تبدیل کرده‌اند.
26 227
مشترکین
اطلاعاتی وجود ندارد24 ساعت
-117 روز
-12330 روز
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| تاریخ | رشد مشترکین | اشارات | کانال‌ها | |
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| 02 اکتبر | 0 | |||
| 01 اکتبر | +1 |
پست‌های کانال
M+ Market Buzz - 15Oct26
Dow Jones: 51,621.48 pts (-48.62pts, -0.09%)
⬆️ Resistance: 53,400
⬇️ Support: 50,000
FBM KLCI: 1,627.72 pts (+4.37pts, +0.27%)
⬆️ Resistance: 1,670
⬇️ Support: 1,570
HSI Index: 24,314.17 pts (+42.97pts, +0.18%)
⬆️ Resistance: 25,000
⬇️ Support: 23,300
Crude Palm Oil: RM4,660 (-RM40, -0.85%)
⬆️ Resistance: 4,840
⬇️ Support: 4,540
Brent Oil: $106.06 (+$0.37, +0.35%)
⬆️ Resistance: 109.50
⬇️ Support: 98.80
Gold: $4,102.82 (-$1.97, -0.05%)
⬆️ Resistance: 4,310
⬇️ Support: 4,050
Source: Bloomberg, M+Global
| 2 | M+ Global Market Wrap - 14Oct26
FBM KLCI: 1,627.72 pts (+4.37pts, +0.27%)
The local bourse bucked regional weakness to close marginally higher, supported by gains in MISC (+45.0 sen) and KLK (+46.0 sen). Market breadth remained positive, with 537 gainers outpacing 520 losers, suggesting selective buying interest despite a cautious regional backdrop. Sector-wise, Health Care (+2.77%) outperformed, led by TOPGLOV (+5.5 sen) and KPJ (+6.0 sen), as investors rotated into defensive and laggard names. In contrast, Construction (-1.40%) was the weakest sector, likely reflecting profit-taking following its recent strong run.
Top 3 Active stocks:
ZETRIX (0138): RM0.055 (-1.0 sen)
ECOSYS (0477): RM0.800 (+53.0 sen)
TOPGLOV (7113): RM0.910 (+5.5 sen)
Top 3 Gainer stocks:
MPI (3867): RM42.00 (+84.0 sen)
ECOSYS (0477): RM0.800 (+53.0 sen)
KLK (2445): RM21.30 (+46.0 sen)
Top 3 Loser stocks:
SAMAIDEN (0223): RM2.79 (-28.0 sen)
PEKAT (0233): RM2.68 (-23.0 sen)
SLVEST (0215): RM3.87 (-23.0 sen)
Volume: 3.25 bn (100-bar avg vol: 3.53 bn)
Value: RM3.04 bn (100-bar avg val: RM3.10 bn)
Market Breadth: ⬆️537 ⬇️520
Crude Palm Oil: RM4,682 (+RM24, +0.51%)
Dow Futures: 52,144 pts (+209 pts)
**Source: M+Global, Bloomberg ** | 1 274 |
| 3 |  بدون متن... | 1 |
| 4 | M+ Global Market Update – 14Oct26
Markets Eye CPI for Fresh Direction
US: With chip stocks extending losses and mixed big-bank earnings, we expect Wall Street to remain cautious ahead of Wednesday’s September CPI, with 10-year Treasury yields near 5.2%. We favour ServiceNow, as its AI business surpassed USD1bn in annual contract value, with analysts raising price targets to USD170–190 ahead of its 28 October results. We also favour Texas Instruments, supported by data centre demand and its proposed USD7.5bn Silicon Labs acquisition. Lastly, traders could consider Analog Devices, following its proposed USD1.35bn Alif Semiconductor acquisition to strengthen its edge-AI capabilities.
MY: Tracking Wall Street’s sell-off, we expect the local bourse to trade softer, with investors selective towards post-Budget 2027 beneficiaries. Despite profit-taking in MNHLDG following its RM293.9m data centre power contract, we view the pullback as a potential accumulation opportunity if it holds above its 20-day EMA. TNB’s RM15bn grid investment could also benefit transmission and distribution players such as SCGBHD and PWRWELL. Lastly, we favour PEKAT, backed by its RM57.2m data centre lightning protection contract, lifting its unbilled order book to RM936m (~1.5x FY25 revenue), while its planned 4Q26 Main Market transfer could attract institutional interest.
Stocks to watch:
Construction: *AWC*, *JTGROUP*, *SUM*
Solar: PEKAT, *SAMAIDEN*
Building Material: *SCGBHD*
O&G: *HIBISCS*
Healthcare: KPJ
Technology: D&O
**Source: M+ Global** | 2 732 |
| 5 | M+ Market Buzz - 14Oct26
Dow Jones: 51,670.10 pts (-180.45pts, -0.35%)
⬆️ Resistance: 53400
⬇️ Support: 49900
FBM KLCI: 1,623.35 pts (+5.34pts, +0.33%)
⬆️ Resistance: 1670
⬇️ Support: 1570
HSI Index: 24,345.22 pts (+74.02pts, +0.30%)
⬆️ Resistance: 25000
⬇️ Support: 23300
Crude Palm Oil: RM4,682 (+RM52, +1.11%)
⬆️ Resistance: 4860
⬇️ Support: 4420
Brent Oil: $105.69 (-$0.96, -0.90%)
⬆️ Resistance: 109.50
⬇️ Support: 97.70
Gold: $4,160.74 (+$1.03, +0.02%)
⬆️ Resistance: 4310
⬇️ Support: 3990
Source: Bloomberg, M+Global | 2 169 |
| 6 | M+ Global Market Wrap - 13Oct26
FBM KLCI: 1,623.35 pts (+5.34pts, +0.33%)
Tracking Wall Street's mixed performance as global crude oil prices touched a two-week high, the local bourse traded on a cautious note as market breadth was negative with 813 losers outpacing 381 gainers. Nevertheless, the key index remained resilient, buoyed by the rebound in banking heavyweights such as CIMB (+20.0 sen) and PBBANK (+4.0 sen). Sector wise, Health Care (+1.74%) outperformed, led by IHH (+8.0 sen) and KPJ (+9.0 sen), while Technology (-4.07%) lagged the most.
Top 3 Active stocks:
ZETRIX (0138): RM0.065 (-1.0 sen)
JAKS (4723): RM0.150 (-2.0 sen)
VS (6963): RM0.340 (+1.5 sen)
Top 3 Gainer stocks:
UTDPLT (2089): RM30.60 (+38.0 sen)
KLK (2445): RM20.84 (+28.0 sen)
HLIND (3301): RM16.30 (+22.0 sen)
Top 3 Loser stocks:
MPI (3867): RM41.16 (-186.0 sen)
NESTLE (4707): RM90.14 (-96.0 sen)
MI (5286): RM6.50 (-52.0 sen)
Volume: 3.61 bn (100-bar avg vol: 3.53 bn)
Value: RM3.32 bn (100-bar avg val: RM3.10 bn)
Market Breadth: ⬆️381 ⬇️813
Crude Palm Oil: RM4,637 (+RM28, +0.60%)
Dow Futures: 52,345 pts (+235 pts)
Source: M+Global, Bloomberg | 1 728 |
| 7 | Good Afternoon All,
After attending Pharmaniaga's inaugural PharmaView Expert Series 2026 today, themed on critical medicines for national health security, here are our key takeaways for investors:
📌 Key Takeaways
📌 MOH is moving from medicine access to medicine security. A national framework (MyMedSecure) is being formulated and a strategic buffer stock is being developed. Since 1 July 2026, registration holders must give six months’ notice of potential supply disruptions.
📌 Import dependence frames a selective localisation push. 61.24% of the market by value was imported in 2025, and an estimated 39% of National Essential Medicines List items are not produced locally. Speakers favoured commercially sustainable capabilities over making every medicine locally. MOH cited the Health White Paper, NIMP 2030 and the National Vaccine Development Roadmap 2021-2030 as supporting frameworks.
📌 Industry wants demand visibility and capex support. MOPI said local manufacturers moving into vaccines, biosimilars and blood products need tech-transfer support, shared capital-risk support and predictable government demand.
📌 Spending is rising, so value will matter. MOH medicine expenditure rose ~51% to a preliminary RM3.86b in 2025 (RM2.55b in 2021), and the 2026 medicines allocation rises ~8.3% to RM6.5b. Funding will weigh cost-effectiveness and budget impact, using value-based negotiation, risk-sharing, outcome-based agreements and generics/biosimilars. MOH said savings depend on actual uptake.
💡 M+Global View
📌 We view medicine security as a multi-year theme that could shift priorities from price alone towards supply reliability and local capability. Pharmaniaga is a potential beneficiary. LTAT, its largest shareholder, intends to advance pharmaceutical sovereignty through it under GEMPUR30 (2026-2030) and GEAR-uP, and Pharmaniaga cited its local PCV13 vaccine capability as an example. Any benefit would likely come through volume and order visibility rather than margin expansion, given MOH’s value-based procurement focus.
📌 Potential catalysts include: (i) sizing and funding of the buffer stock, potentially the most direct route from policy to order book, (ii) any government tech-transfer and capex support for local vaccine and biosimilar capability, (iii) execution of GEMPUR30 and GEAR-uP, including PCV13 progress and the form of LTAT support, and (iv) finalisation of MyMedSecure.
Research Team, M+ Global
13 Oct 2026 | 1 450 |
| 8 | Good afternoon all,
After attending SRKK AI's Digital Transformation Conference, here are our key takeaways on its latest enterprise solution launched OnePrism.
OnePrism is an enterprise-grade ecosystem of next-generation AI and data solutions designed to help organizations streamline their complex business processes so that they can operate more intelligently, efficiently and transparently.
One Prism ecosystem consists of four core segments, namely:
(i) OnePrism TalentSift: An AI-powered voice screening and interview intelligence platform built on Microsoft Azure and Microsoft Foundry. It automates first-round candidate screening using conversational AI and natural language evaluations to speed up talent acquisition.
(ii) OnePrism ESG: An agentic analytics platform built on Microsoft Fabric. It allows business teams to ask questions in plain language and immediately receive analyst-grade answers, structured documents, and live data dashboards.
(iii) OnePrism ESG: A connected sustainability data management platform. It automates ESG (Environmental, Social, and Governance) data collection and reporting, ensuring metrics are fully traceable from their original source to final regulatory disclosure.
(iv) OnePrism Recon: An intelligent automated data-matching platform built for finance teams. It learns specific corporate matching rules, proposes solutions for complex invoices or milestone receipts, and posts approved details directly into an organization's ERP system so teams only have to review exceptions.
📈 M+Global View: While the bulk of SRKKAI's business relies on a robust set of IT infrastructure and managed services, cloud, data analytics, and the sale and rental of IT hardware and software products, OnePrism will serve as its flagship proprietary AI suite. This is expected to gradually contribute toward higher revenue and margin for the Group over the next three years.
Assuming a higher core PAT of RM12m in FY27 (from RM9.3m) following the introduction of OnePrism, this would translate to a higher fair value of 70 sen (from 54 sen), based on a P/E ratio of 16.5x.
M+Global Research Team
13Oct26 | 1 392 |
| 9 | M+ Global Market Update – 13Oct26
Wall Street Turns To Big-Bank Earnings
US: With 10-year Treasury yields elevated near 5.25% and Brent crude above USD106/bbl amid Middle East tensions, we expect Wall Street to trade cautiously as JPMorgan (JPM), Goldman Sachs (GS) and Citigroup (C) kick off 3Q26 earnings season today. We favour Alphabet (GOOG), backed by positive analyst views following its Gemini Agent enterprise launch and a 98% reduction in token costs since 2024. Arista Networks (ANET) could benefit from AI networking demand following its open Ethernet rack-scale launch with major tech players. Lastly, traders could consider TD SYNNEX (SNX) following its 3QFY26 EPS beat and stronger guidance.
MY: Given ongoing geopolitical uncertainty and rebounding oil prices, we expect cautious sentiment to spill over into the local bourse, with investors remaining selective towards post-Budget 2027 beneficiaries. Meanwhile, we are positive on IJM securing a RM1.23bn contract to build a high-tech microchip manufacturing facility for AT&S in Kulim Hi-Tech Park, lifting its outstanding order book to RM10.6bn, equivalent to approximately 1.5x FY26 revenue. Lastly, we also favour MNHLDG following its RM293.9m contract win to develop data centre power facilities, while TNB's RM15bn grid investment should continue to benefit companies involved in transmission and distribution infrastructure.
Stocks to watch:
Construction: *CBHB*, GAMUDA, *JTGROUP*
Finance: CIMB, *MAYBANK*
Healthcare: *SUNMED*
Utility: *TENAGA*
Technology: *D&O*
**Source: M+ Global** | 3 153 |
| 10 | M+ Market Buzz - 13Oct26
Dow Jones: 51,850.55 pts (+195.60pts, +0.38%)
⬆️ Resistance: 53000
⬇️ Support: 49900
FBM KLCI: 1,618.01 pts (+9.56pts, +0.59%)
⬆️ Resistance: 1680
⬇️ Support: 1570
HSI Index: 24,271.20 pts (+59.85pts, +0.25%)
⬆️ Resistance: 25000
⬇️ Support: 23300
Crude Palm Oil: RM4,637 (-RM8, -0.17%)
⬆️ Resistance: 4860
⬇️ Support: 4420
Brent Oil: $106.65 (+$1.93, +1.84%)
⬆️ Resistance: 109.50
⬇️ Support: 95.20
Gold: $4,172.23 (-$2.37, -0.06%)
⬆️ Resistance: 4310
⬇️ Support: 3990
Source: Bloomberg, M+Global | 2 486 |
| 11 | M+ Global Market Wrap - 12Oct26
FBM KLCI: 1,618.01 pts (+9.56pts, +0.59%)
Amid heightened concerns over escalating Middle East conflict following a deadly Houthi airport strike, the local bourse traded on a cautious note as market breadth was negative with 778 losers outpacing 344 gainers. The index was however resilient as gains in MISC (+47.0 sen) and PBBANK (+9.0 sen) cushioned the downside. Sector wise, Financials (+0.92%) outperformed, led by PBBANK (+9.0 sen) and MAYBANK (+14.0 sen), while Health Care (-2.40%) lagged the most.
Top 3 Active stocks:
ZETRIX (0138): RM0.075 (-1.0 sen)
VS (6963): RM0.325 (-2.0 sen)
GENTING (3182): RM1.45 (-43.0 sen)
Top 3 Gainer stocks:
NESTLE (4707): RM91.10 (+94.0 sen)
MISC (3816): RM8.06 (+47.0 sen)
MI (5286): RM7.02 (+24.0 sen)
Top 3 Loser stocks:
MPI (3867): RM43.02 (-106.0 sen)
UTDPLT (2089): RM30.22 (-48.0 sen)
GENTING (3182): RM1.45 (-43.0 sen)
Volume: 3.36 bn (100-bar avg vol: 3.53 bn)
Value: RM2.91 bn (100-bar avg val: RM3.10 bn)
Market Breadth: ⬆️627 ⬇️450
Crude Palm Oil: RM4,592 (+RM54, +1.18%)
Dow Futures: 51,944 pts (+18 pts)
**Source: M+Global, Bloomberg ** | 2 010 |
| 12 | M+ Global Market Update – 12Oct26
Markets Brace For CPI and Bank Earnings
US: With the S&P 500 near record highs following a 1.2% weekly gain, we expect Wall Street to trade cautiously ahead of Wednesday's September CPI release. Hotter inflation could revive rate-hike expectations at the October FOMC meeting, while major US banks kick off 3Q26 earnings season. Stock-wise, we favour Amazon (AMZN), supported by positive channel checks following Prime Big Deal Days and its USD220bn 2026 CapEx outlook for AI data centre expansion. This could also benefit Flex (FLEX), whose Axiom data centre power unit reportedly secured a USD2bn pre-spin investment at a USD37.5bn valuation. Traders may also consider Cisco (CSCO), supported by 17.6% revenue growth in 4QFY26 and its agentic AI rollout.
MY: We see limited risk of significant post-Budget 2027 profit-taking, as the FBMKLCI has already corrected over the past month amid surging US Treasury yields and uncertainty surrounding its potential expansion to 50 constituents. Post-Budget, we continue to favour Utilities, with TNB's RM15bn grid investment supporting transmission and distribution infrastructure, benefiting MNHLDG, SCGBHD and PWRWELL. Meanwhile, the RM2.5bn National NRW Reduction Programme, targeting 1,900km of ageing pipes, could benefit IAB. Lastly, higher STR and SARA allocations of RM16bn (2026: RM15bn) should bode well for 99SMART.
Stocks to watch:
Construction: *GAMUDA*, IAB, *ISF*, *SORENTO*, UUE
Technology: 3REN, *MI*, PENTA, *SKPRES*
Consumer: *99SMART*, PADINI
Packaging: *L&PBHD*
**Source: M+ Global** | 2 126 |
| 13 | M+ Global Market Update – 12Oct26
Markets Brace For CPI and Bank Earnings
US: With the S&P 500 near record highs following a 1.2% weekly gain, we expect Wall Street to trade cautiously ahead of Wednesday's September CPI release. Hotter inflation could revive rate-hike expectations at the October FOMC meeting, while major US banks kick off 3Q26 earnings season. Stock-wise, we favour Amazon (AMZN), supported by positive channel checks following Prime Big Deal Days and its USD220bn 2026 CapEx outlook for AI data centre expansion. This could also benefit Flex (FLEX), whose Axiom data centre power unit reportedly secured a USD2bn pre-spin investment at a USD37.5bn valuation. Traders may also consider Cisco (CSCO), supported by 17.6% revenue growth in 4QFY26 and its agentic AI rollout.
MY: We see limited risk of significant post-Budget 2027 profit-taking, as the FBMKLCI has already corrected over the past month amid surging US Treasury yields and uncertainty surrounding its potential expansion to 50 constituents. Post-Budget, we continue to favour Utilities, with TNB's RM15bn grid investment supporting transmission and distribution infrastructure, benefiting MNHLDG, SCGBHD and PWRWELL. Meanwhile, the RM2.5bn National NRW Reduction Programme, targeting 1,900km of ageing pipes, could benefit IAB. Lastly, higher STR and SARA allocations of RM16bn (2026: RM15bn) should bode well for 99SMART.
Stocks to watch:
Construction: *GAMUDA*, IAB, *ISF*, *SORENTO*, UUE
Technology: 3REN, *MI*, PENTA, *SKPRES*
Consumer: *99SMART*, PADINI
Packaging: *L&PBHD*
**Source: M+ Global** | 3 270 |
| 14 | M+ Market Buzz - 12Oct26
Dow Jones: 51,654.95 pts (+423.31pts, +0.83%)
⬆️ Resistance: 52900
⬇️ Support: 49900
FBM KLCI: 1,608.45 pts (+7.44pts, +0.46%)
⬆️ Resistance: 1680
⬇️ Support: 1570
HSI Index: 24,211.35 pts (+425.56pts, +1.79%)
⬆️ Resistance: 24900
⬇️ Support: 23300
Crude Palm Oil: RM4,592 (-RM69, -1.48%)
⬆️ Resistance: 4860
⬇️ Support: 4420
Brent Oil: $104.72 (+$0.69, +0.66%)
⬆️ Resistance: 108.10
⬇️ Support: 95.20
Gold: $4,194.24 (-$0.41, -0.01%)
⬆️ Resistance: 4300
⬇️ Support: 3990
Source: Bloomberg, M+Global | 2 507 |
| 15 | Good morning all, we issued a report on M+Global Market Chat | Budget 2027 - Positioning for the Growth Cycle
🇲🇾 Budget 2027 Highlights
• Budget set at RM459.8bn, with development expenditure of RM83bn and fiscal deficit narrowing to 3.3% of GDP.
• GDP growth projected at 4.2–5.2% in 2027, while STR/SARA assistance rises to RM16bn.
• RM25bn in GLIC investments, including RM1.2bn for semiconductors, alongside RM6bn for R&D.
• Infrastructure remains a priority, with RM18.7bn/RM16.2bn allocated to Sabah/Sarawak and TNB's RM15bn grid investment.
📈 M+Global View
We favour Utilities, Construction, Renewable Energy and Consumer as key beneficiaries, supported by infrastructure spending, energy transition and stronger household assistance.
Technology, Healthcare and Property remain selectively positive, while the RM2,000 minimum wage from June 2027 could pressure labour-intensive businesses.
🎯 Preferred Budget 2027 Beneficiaries
• Grid Infrastructure: EITA, MNHLDG, PWRWELL, SCGBHD
• Renewable Energy: IAB, KJTS, NORTHERN, SAMAIDEN, SLVEST
• Construction: AWC, GAMUDA, HKB, SUNCON
• Consumer: 99SMART, ECOSHOP, SPRITZER
• Technology: LGMS, OPPSTAR, SKYECHIP, STRATUS
• Healthcare: KPJ, PMCK, SUNMED
• Property: INTA, LAGENDA, LBS, SSB8
📊 Market Outlook
We see scope for a year-end FBM KLCI recovery following the recent market correction. Budget catalysts, potential index-related fund flows and favourable year-end seasonality could support selective buying, particularly if US Treasury yields stabilise.
Our 4Q26 stock picks remain relevant, with continued emphasis on infrastructure, power-related projects, data centres and semiconductor automation.
📄 Full Report: Your Trusted Guide To Global Trading | Malacca Securities | 4 308 |
| 16 | Good Evening All,
Following TP TEC Holding Bhd’s analyst briefing, here is our quick take for investors:
📈 Investment Highlights
📌 Who is TP TEC? TP TEC was established in 2009. It designs, develops, owns and manages specialised power solutions for the telecommunications industry and other markets across Malaysia. Its offerings include diesel generators, battery energy storage systems (BESS), solar hybrid systems and microgrids. These are supported by its remote monitoring system (RMS) and energy management system (EMS).
📌 Leasing model, recurring income. Customers rent its generators on short-term or long-term contracts. Rentals come bundled with installation, 24/7 monitoring and maintenance. Power generator rental made up 93% of 1H26 revenue. The rest came from trading of filtration products and starter batteries (6%) and light machinery rental (1%).
📌 Blue-chip customer base. Its customers include all major telcos in Malaysia, as well as construction and logistics players. Telco customers rose to 36 from 30, with RM171m of rental contracts secured.
📌 Strong 1H26 growth. Revenue rose 33% YoY to RM37.27m and PAT rose 49.34% to RM4.51m. PAT margin improved to 12.10% from 10.77%. BESS units rose to 508 from 46 as customers adopted lower-fuel hybrid systems.
💡 M+ Global View
📌 TP TEC’s owned fleet, sticky telco base and RMS-backed service model underpin recurring income. Its move into hybrid power also positions it for customers’ ESG and carbon-reduction needs.
📌 Key growth drivers include: (i) ongoing telco infrastructure investment, including the Jendela programme, (ii) rising adoption of hybrid power systems, and (iii) island microgrids, where it has secured its first contract with BuBu Resort on Perhentian Island.
Research Team, M+ Global
9 Oct 2026 | 1 821 |
| 17 | M+ Global Market Wrap - 9Oct26
FBM KLCI: 1,608.45 pts (+7.44pts, +0.46%)
Optimism surrounding the tabling of Budget 2027 lifted the local bourse towards the end of the session as market breadth ended positive with 627 gainers outpacing 450 losers. The index was buoyed by YTLPOWR (+14.0 sen) and PMETAL (+11.0 sen). Sector wise, Construction (+2.30%) outperformed, led by GAMUDA (+14.0 sen) and SUNCON (+21.0 sen), while Health Care (-0.75%) lagged the most.
Top 3 Active stocks:
ZETRIX (0138): RM0.085 (+1.0 sen)
DNEX (4456): RM0.520 (-0.5 sen)
VS (6963): RM0.345 (+1.5 sen)
Top 3 Gainer stocks:
NESTLE (4707): RM90.16 (+72.0 sen)
MI (5286): RM6.78 (+70.0 sen)
MPI (3867): RM44.08 (+58.0 sen)
Top 3 Loser stocks:
PETGAS (6033): RM17.12 (-68.0 sen)
HLFG (1082): RM17.30 (-56.0 sen)
F&N (3689): RM20.34 (-30.0 sen)
Volume: 3.33 bn (100-bar avg vol: 3.54 bn)
Value: RM2.90 bn (100-bar avg val: RM3.11 bn)
Market Breadth: ⬆️627 ⬇️450
Crude Palm Oil: RM4,661 (-RM23, -0.49%)
Dow Futures: 51,585 pts (+92 pts)
**Source: M+Global, Bloomberg ** | 2 304 |
| 18 | Good Morning All,
We issued a technical buy call on Insights Analytics Berhad (IAB): Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
Trading catalysts include:
(i) New water treatment plant subcontract secured
(ii) Commercialization of AI and Digital Twin ecosystem
(iii) Potential Budget 2027 beneficiary
Research Team, M+Global
9 Oct 2026 | 2 930 |
| 19 | M+ Global Market Update – 09Oct26
AI Monetisation and Budget 2027 In Focus
US: Investors may scrutinise AI monetisation following reports that OpenAI's annualised revenue reached approximately USD50bn as of September, below the USD70bn reportedly indicated to investors. While differing revenue accounting methods may partly explain the gap, the report could intensify scrutiny over AI investment returns despite OpenAI's recent global GPT-6 rollout. Bitdeer (BTDR) remains in focus after securing offtake commitments covering over 70% of its 21.7MW A201 data centre in Johor, lifting its expected AI Cloud revenue backlog to USD2.9bn, with energisation targeted for 1Q2027.
MY: Budget 2027 takes centre stage today, with investors monitoring measures to support strategic industries and household spending. UWC could attract attention after proposing a placement of up to 5% of its issued shares to raise RM384.1m for manufacturing expansion, working capital and debt repayment, although potential EPS dilution remains a concern. DNeX could benefit from resolving its long-standing dispute with CGP over SilTerra, removing a key legal overhang. Meanwhile, LWSABAH has proposed a RM15m industrial property acquisition in Kota Kinabalu Industrial Park to support expansion. Additionally, 99SMART could benefit from higher SARA and STR allocations under Budget 2027, potentially boosting spending at value retailers.
Stocks to watch:
Technology: *CNERGEN*, *INARI*, *LGMS*, SNS
Construction: *JTGROUP*, SORENTO
O&G: *HIBISCS*, HENGYUAN
Glove: *TOPGLOV*
Solar: VERDANT
Utility: IAB
**Source: M+ Global** | 3 700 |
| 20 | M+ Market Buzz - 9Oct26
Dow Jones: 51,231.64 pts (+51.77pts, +0.10%)
⬆️ Resistance: 52800
⬇️ Support: 49900
FBM KLCI: 1,601.01 pts (-10.77pts, -0.67%)
⬆️ Resistance: 1680
⬇️ Support: 1570
HSI Index: 23,785.79 pts (-344.71pts, -1.43%)
⬆️ Resistance: 24900
⬇️ Support: 23300
Crude Palm Oil: RM4,661 (+RM35, +0.75%)
⬆️ Resistance: 4780
⬇️ Support: 4410
Brent Oil: $104.28 (+$4.08, +4.07%)
⬆️ Resistance: 108.10
⬇️ Support: 95.20
Gold: $4,132.50 (+$7.01, +0.17%)
⬆️ Resistance: 4320
⬇️ Support: 3990
Source: Bloomberg, M+Global | 3 067 |
