اکنون در دسترس! پژوهش تلگرام ۲۰۲۵ — مهمترین بینشهای سال 
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 26 572 مشترک است و جایگاه 4 610 را در دسته اقتصاد و امور مالی و رتبه 1 320 را در منطقه ماليزيا دارد.
📊 شاخصهای مخاطب و پویایی
از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 26 572 مشترک جذب کرده است.
بر اساس آخرین دادهها در تاریخ 01 ژوئیه, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر -30 و در ۲۴ ساعت گذشته برابر -4 بوده و همچنان دسترسی گستردهای حفظ شده است.
- وضعیت تأیید: تأیید نشده
- نرخ تعامل (ER): میانگین تعامل مخاطب 13.09% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 8.68% واکنش نسبت به کل مشترکان کسب میکند.
- دسترسی پستها: هر پست به طور میانگین 3 479 بازدید دریافت میکند. در اولین روز معمولاً 2 308 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, avg, breadth, dow, palm 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 02 ژوئیه, 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.
26 572
مشترکین
-424 ساعت
-127 روز
-3030 روز
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| تاریخ | رشد مشترکین | اشارات | کانالها | |
| 02 ژوئیه | 0 | |||
| 01 ژوئیه | +2 |
پستهای کانال
Join us tonight! 🚀
⏰ Time: 8PM – 9:30 PM
📍 Zoom Link: https://us06web.zoom.us/j/82589095157?pwd=pjZkYorxEh5AdJXWpeiCkJaFpeCFKx.1
| 2 | M+ Global Market Wrap - 2Jul26
FBM KLCI: 1,661.80 pts (+4.97pts, +0.30%)
The local bourse bucked regional tech weakness and rebounded today, as defensive buying in banking heavyweights shielded the index from a global chipmaker sell-off. While the FBM KLCI index was buoyed by PBBANK (+9.0 sen) and MAYBANK (+8.0 sen), overall market breadth remained negative with 641 losers outpacing 426 gainers. Sector wise, Financial Services (+0.72%) outperformed, led by PBBANK (+9.0 sen) and MAYBANK (+8.0 sen), while Technology (-1.99%) lagged the most.
Top 3 Active stocks:
ZETRIX (0138): RM0.780 (+1.5 sen)
TANCO (2429): RM0.175 (UNCH)
SRIDGE (0129): RM0.170 (-0.5 sen)
Top 3 Gainer stocks:
UTDPLT (2089): RM33.48 (+50.0 sen)
NESTLE (4707): RM92.00 (+24.0 sen)
PPB (4065): RM9.33 (+17.0 sen)
Top 3 Loser stocks:
DLADY (3026): RM32.06 (-94.0 sen)
MPI (3867): RM48.06 (-94.0 sen)
UMSINT (5340): RM8.10 (-39.0 sen)
Volume: 2.70 bn (100-bar avg vol: 3.30 bn)
Value: RM2.00 bn (100-bar avg val: RM3.34 bn)
Market Breadth: ⬆️426 ⬇️641
Crude Palm Oil: RM4,557 (-RM39, -0.86%)
Dow Futures: 52,710 pts (+42 pts)
**Source: M+ Global, Bloomberg ** | 1 310 |
| 3 | *3Q26 Outlook and Strategy - Positioning Ahead of the Small Cap Recovery*
https://r.mplusglobal.com.my/public/website/file/2026/07/02/20260702080948051.pdf
• US equity markets capped off 2Q26 with one of their strongest quarterly closings in years. Easing Middle East tensions, where a few rounds of ceasefire talks were initiated, which lowered crude oil prices. Meanwhile, surging corporate spending on AI infrastructure allowed investors to brushed off tariff concerns and absorb a notably hawkish Federal Reserve stance.
• Locally, a weakening Ringgit provided a tactical boost to exporters. While robust data centre capex and structural blueprints like the 13MP, NETR, and NIMP 2030 underpin a constructive outlook, but emerging GE16 speculation could introduce near-term political noise and temporarily dampen foreign inflows. Nevertheless, we still believe in pockets of growth within the Construction, Consumer, Solar, Industrial Products, Technology, and Telco sectors.
*3Q26 MY Stock picks:-*
1. 99SMART (S: RM3.25-3.38, R: RM4.0-4.13, CL: RM3.19)
2. CBHB (S: RM0.605-0.630, R: RM0.760-0.795, CL: RM0.590)
3. KGB (S: RM7.42-7.78, R: RM9.0-9.50, CL: RM7.27)
4. MNHLDG (S: RM2.59-2.74, R: RM3.40-3.50, CL: RM2.54)
5. NE (S: RM0.940-1.02, R: RM1.30-1.40, CL: RM0.920)
6. OSK (S: RM1.80-1.87, R: RM2.20-2.30, CL: RM1.76)
7. SCGBHD (S: RM2.13-2.23, R: RM2.60-2.70, CL: RM2.09)
8. SLVEST (S: RM2.88-2.95, R: RM3.38-3.50, CL: RM2.82)
9. BMGREEN (S: RM1.54-1.67, R: RM2.15-2.28, CL: RM1.51)
10. EG (S: RM1.60-1.72, R: RM2.20-2.31, CL: RM1.57)
11. KOBAY (S: RM2.16-2.33, R: RM3.20-3.50, CL: RM2.12)
12. SPRITZER (S: RM2.50-2.70, R: RM3.30-3.50, CL: RM2.45)
13. TIMECOM (S: RM5.86-6.0, R: RM6.80-7.0, CL: RM5.74)
S: Support, R: Resistance, CL: Cut loss
*3Q26 US Stock picks:-*
📊 Theme 1: Financials (Higher Rates Reward Quality)
JPM: 1Q26 net rev $49.9B, NII $25.4B. Strong deposit scale & resilient profitability.
PGR: 1Q26 combined ratio at a strong 86.4%. Profitable underwriting + higher investment income on float.
⚡ Theme 2: AI Infra, Industrials & Power (Physical AI Backbone)
GEV: Data center boom. 1Q26 booked $2.4B in electrification orders—exceeding all of 2025.
CAT: Power gen play. 1Q26 rev +22% YoY on strong energy/power systems demand.
PWR: Grid expansion. 1Q26 rev $7.9B, driven by infrastructure/electrification work.
AVGO: AI silicon/networking leader. Fiscal 2Q26 rev +48% YoY on custom accelerators.
MRVL: High-beta AI infra. 1QFY27 rev +28% YoY to record $2.42B (data center demand).
🩺 Theme 3: Healthcare (Defensive Growth + Product Momentum)
LLY: Top growth story. 1Q26 rev +56% YoY (Mounjaro/Zepbound demand); raised FY guidance.
_*Source: Bloomberg, M+ Global*_ | 2 779 |
| 4 | M+ Global Market Update – 02Jul26
Focusing On The Macroeconomic Data Tonight
US: Despite weaker-than-expected readings in both June’s ADP data and the ISM Manufacturing PMI acting as inflation relief, following the Fed Chair's remarks at the European Central Bank forum citing "too high inflation", we expect Wall Street to trade cautiously while awaiting more economic data tonight such as non-farm payrolls, initial jobless claims, and the unemployment rate. Meanwhile, we like the pullback toward the EMA20 shown by Micron, fundamentally anchored by its strong earnings outperformance and newly signed multi-year Strategic Customer Agreements that secure memory and storage supplies amid booming AI-driven demand. Lastly, Alphabet is set to be included in the DJIA, replacing Verizon.
MY: Driven by a weaker Ringgit environment and the ongoing semiconductor and AI supercycle, we expect sentiment to remain highly constructive for semiconductor counters, benefitting FRONTKN, INARI, and THMY. Meanwhile, YTL Power’s breakout with strong volume validate the ongoing strength of the domestic AI theme, supported by YTL’s Green Data Centre Park in Johor, YTL AI Labs, and the ILMU Claw project. Also, Vertiv’s official Johor plant opening and South Korea’s USD1.2tn AI supply pledge act as additional catalysts for the broader technology ecosystem. Investors could monitor 99SMART following recent accumulations by the EPF.
Stocks to watch:
Technology: *3REN*, CORAZA, ICENTS, QES, *SKYECHIP*
Utility: YTL, *YTLPOWR*
Solar: *SLVEST*
Consumer: *ECOSHOP*
Construction: CHEEDING
**Source: M+ Global** | 2 617 |
| 5 | M+ Morning Market Buzz - 2Jul26
Dow Jones: 52,305.24 pts (-13.96pts, -0.03%)
⬆️ Resistance: 53800
⬇️ Support: 50600
FBM KLCI: 1,656.83 pts (-7.23pts, -0.43%)
⬆️ Resistance: 1720
⬇️ Support: 1630
HSI Index: 22,881.02 pts (-145.66pts, -0.63%)
⬆️ Resistance: 23900
⬇️ Support: 22100
Crude Palm Oil: RM4,557 (+RM3, +0.07%)
⬆️ Resistance: 4730
⬇️ Support: 4420
Brent Oil: $71.57 (-$1.38, -1.89%)
⬆️ Resistance: 77.40
⬇️ Support: 69.70
Gold: $4,030.65 (+$4.47, +0.11%)
⬆️ Resistance: 4200
⬇️ Support: 3870
Source: Bloomberg, M+ Global | 2 007 |
| 6 | M+ Global Market Wrap - 1Jul26
FBM KLCI: 1,656.83 pts (-7.23pts, -0.43%)
Amid renewed global uncertainty fueled by highly volatile US-Iran peace negotiations and a broad depreciation of Asian currencies against a surging US dollar, the local bourse experienced a last minute sell-off dragged by PBBANK (-5.0 sen) and MAYBANK (-12.0 sen). Market breadth however was positive with 525 gainers outpacing 449 losers. Sector wise, Utilities (+1.28%) outperformed, led by YTLPOWR (+29.0 sen) and YTL (+12.0 sen), while Construction (-0.96%) lagged the most.
Top 3 Active stocks:
TANCO (2429): RM0.175 (UNCH)
DNEX (4456): RM0.450 (+3.5 sen)
SRIDGE (0129): RM0.175 (+4.5 sen)
Top 3 Gainer stocks:
CHB (0291): RM1.41 (+32.0 sen)
YTLPOWR (6742): RM4.47 (+29.0 sen)
UMSINT (5340): RM8.49 (+28.0 sen)
Top 3 Loser stocks:
NESTLE (4707): RM91.76 (-170.0 sen)
MPI (3867): RM49.00 (-66.0 sen)
KLK (2445): RM20.98 (-18.0 sen)
Volume: 2.52 bn (100-bar avg vol: 3.31 bn)
Value: RM2.27 bn (100-bar avg val: RM3.36 bn)
Market Breadth: ⬆️525 ⬇️449
Crude Palm Oil: RM4,546 (+RM8, +0.18%)
Dow Futures: 52,551 pts (-119 pts)
**Source: M+ Global, Bloomberg ** | 1 916 |
| 7 | Good Afternoon All,
Here’s our Factor Focus - July 2026 report | Malacca Securities (mplusonline.com)
Our local bourse faced multiple headwinds including heavy foreign fund outflows and heightened political uncertainties in the country in June 2026, with the FBMKLCI and FBMSCAP recording -1.1% and -0.4% respectively. However, our Large- and Small-cap portfolios managed to outperform, recording -0.4% and 3.2% respectively. Cumulatively, our Large, Small, and Combined portfolios recorded 31.7%, 40.5% and 39.2% in returns since inception.
Research Team, M+ Global
1 July 2026 | 1 492 |
| 8 | Good Morning All,
Here’s our IPO note on Enest Group Berhad (ENEST): Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
We assign a fair value of RM0.16 per share for ENEST, indicating a 23.1% upside from the IPO price of RM0.13. This valuation is based on a PE multiple of 10.0x, pegged to FY27f EPS of 1.60 sen.
Investment highlights include:
(i) Expansion toward in-house downstream bottling
(ii) New RUBN exports to China
(iii) Further revenue uplift from RCEBN exports to China
(iv) LEAP-to-ACE transfer unlocks higher market liquidity.
Research Team, M+ Global
1 Jul 26 | 2 177 |
| 9 | M+ Global Market Update – 01Jul26
Rebound In AI-Related Stocks Lifted Markets Higher
US: Given the stronger-than-expected May jobs data, we expect Wall Street to sustain its gains while awaiting June’s non-farm payrolls data this Thursday. Meanwhile, following Samsung Electronics and SK Hynix’s USD518bn pledge to scale up their global HBM AI output, the rallies in Lam Research (LRCX), Applied Materials (AMAT), and KLA Corporation (KLAC) have also lifted other technology- and AI-related stocks. Hence, we continue to favour both Broadcom (AVGO) and Vertiv Holdings (VRT); the former is seeing high demand for custom ASIC designs, while the latter benefits from increasing demand for data centre cooling solutions. Lastly, Nike’s (NKE) 4Q FY26 revenue and adjusted PAT beat consensus estimates.
MY: Tracking Wall Street’s positive overnight performance, we believe the FBM KLCI will rebound today. Stock-wise, we favour both THMY and EIPOWER; the former is capturing higher demand for automated test solutions following the global semiconductor upcycle, while the latter holds an unbilled order book of RM222.5m, primarily involving mission-critical power solutions for data centres in Johor. Lastly, given the ongoing El Niño season, sentiment is expected to continue to bode well for the Plantation sector, benefitting stocks such as KLK, UTDPLT, and JPG.
Stocks to watch:
Technology: *EG*, KGB, *NOTION*, SNS, VITROX
Renewable: *BMGREEN*, PEKAT, *SAMAIDEN*
Consumer: *GCB*
Transportation: WPRTS
**Source: M+ Global** | 3 171 |
| 10 | M+ Morning Market Buzz - 1Jul26
Dow Jones: 52,319.20 pts (+136.46pts, +0.26%)
⬆️ Resistance: 53800
⬇️ Support: 50600
FBM KLCI: 1,664.06 pts (-1.85pts, -0.11%)
⬆️ Resistance: 1730
⬇️ Support: 1630
HSI Index: 22,881.02 pts (-145.66pts, -0.63%)
⬆️ Resistance: 24100
⬇️ Support: 22100
Crude Palm Oil: RM4,546 (-RM21, -0.46%)
⬆️ Resistance: 4790
⬇️ Support: 4430
Brent Oil: $72.95 (-$0.96, -1.30%)
⬆️ Resistance: 78.60
⬇️ Support: 70.00
Gold: $4,008.02 (+$4.44, +0.11%)
⬆️ Resistance: 4210
⬇️ Support: 3870
Source: Bloomberg, M+ Global | 2 349 |
| 11 | M+ Global Market Wrap - 30Jun26
FBM KLCI: 1,664.06 pts (-1.85pts, -0.11%)
The local bourse traded on a cautious tone today, closing marginally lower as investors anxiously monitored the outcome of the crucial U.S.-Iran ceasefire talks following the recent regional tensions, but the market breadth was positive with 562 gainers outpacing 415 losers. The key index was buoyed by GAMUDA (+17.0 sen) and KLK (+20.0 sen), though gains were partially offset by selling pressure on SUNWAY (-9.0 sen) and PMETAL (-10.0 sen). Market breadth was positive with 562 gainers outpacing 415 losers. Sector wise, Construction (+1.78%) outperformed, led by GAMUDA (+17.0 sen) and BNASTRA (+5.0 sen), while Industrial Products (-0.41%) lagged the most. In its debut today, IPO LIFTECH closed at RM0.24, below its IPO price of RM0.29.
Top 3 Active stocks:
TANCO (2429): RM0.175 (+3.0 sen)
ZETRIX (0138): RM0.760 (UNCH)
DNEX (4456): RM0.415 (-0.5 sen)
Top 3 Gainer stocks:
MPI (3867): RM49.66 (+56.0 sen)
DLADY (3026): RM33.00 (+50.0 sen)
UTDPLT (2089): RM33.08 (+42.0 sen)
Top 3 Loser stocks:
BKAWAN (1899): RM21.10 (-0.34 sen)
ALLIANZ (1163): RM21.08 (-22.0 sen)
DYNAFNT (03046): RM0.80 (-20.0 sen)
Volume: 2.91 bn (100-bar avg vol: 3.32 bn)
Value: RM2.78 bn (100-bar avg val: RM3.38 bn)
Market Breadth: ⬆️562 ⬇️415
Crude Palm Oil: RM4,588 (-RM48, -1.05%)
Dow Futures: 52,592 pts (+20 pts)
**Source: M+ Global, Bloomberg ** | 1 961 |
| 12 | Good Evening All,
We issued a technical buy call on Arista Networks Inc (ANET): Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com)
Trading catalysts include:
(i) Solid 1QFY26 results
(ii) Structural tailwinds for Ethernet and XPO MSA
(iii) Stronger FY26 guidance with AI target lifted
Research Team, M+ Global
30 Jun 2026 | 1 871 |
| 13 |  Want to maximize your market exposure using less capital? 🚀
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📅 Date: 2 July 2026 (Thursday)
⏰ Time: 8:00 PM – 9:30 PM
📍 Platform: Zoom Webinar
👉https://us06web.zoom.us/j/82589095157?pwd=pjZkYorxEh5AdJXWpeiCkJaFpeCFKx.1
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Disclaimer: This content has not been reviewed by the Securities Commission Malaysia. | 1 544 |
| 14 | M+ Global Market Update – 30Jun26
Spotlight on Doha Talks Today
US: With US and Iranian delegates meeting for emergency talks in Doha today, we expect Wall Street to trade cautiously while awaiting the outcome of the discussions. Meanwhile, we favour Arista Networks (ANET) as it is well-supported above its EMA60 and is pending a further breakout, bolstered by booming demand from tech giants for its data centre network systems; this includes its USD3.5bn AI revenue guidance for FY26, which is more than double its FY25 AI revenue. Lastly, following South Korea’s USD1.2tn pledge to boost AI supply, with Samsung and SK Hynix scaling up global HBM AI output and we foresee a surge in demand for Lam Research (LRCX), Applied Materials (AMAT), and KLA Corporation (KLAC).
MY: Tracking Wall Street’s positive overnight performance, we expect the FBM KLCI to stage a rebound today while awaiting further clues from the US–Iran talks in Doha. Meanwhile, we favour both AMBEST and LHI; the former is seeing increasing demand for advanced precision machining and sheet metal fabrication amid the semiconductor upcycle, while the latter is set to benefit from declining corn and wheat prices. Lastly, industrial lifting and handling equipment specialist Liftech Group Berhad (M+ TP: RM 0.35) will make its ACE Market debut today.
Stocks to watch:
Technology: AMBEST, *ICENTS*, *MCLEAN*, *PIE*
Renewable: *BMGREEN*, PEKAT, *SAMAIDEN*
Telco: TIMECOM
Building Material: *YBS*
Utility: ISF
**Source: M+ Global** | 3 220 |
| 15 | M+ Morning Market Buzz - 30Jun26
Dow Jones: 52,182.74 pts (+306.63pts, +0.59%)
⬆️ Resistance: 53800
⬇️ Support: 50300
FBM KLCI: 1,665.91 pts (-1.83pts, -0.11%)
⬆️ Resistance: 1740
⬇️ Support: 1630
HSI Index: 23,026.68 pts (+354.82pts, +1.57%)
⬆️ Resistance: 24400
⬇️ Support: 22100
Crude Palm Oil: RM4,588 (-RM3, -0.07%)
⬆️ Resistance: 4810
⬇️ Support: 4430
Brent Oil: $73.15 (+$1.16, +1.61%)
⬆️ Resistance: 79.80
⬇️ Support: 70.00
Gold: $4,015.91 (+$4.77, +0.12%)
⬆️ Resistance: 4290
⬇️ Support: 3890
Source: Bloomberg, M+ Global | 2 492 |
| 16 | M+ Global Market Wrap - 29Jun26
FBM KLCI: 1,665.91 pts (-1.83pts, -0.11%)
The FBMKLCI (-0.11%) traded on a weaker tone today, dragged by losses in key heavyweights like PBBANK (-4.0 sen) and IHH (-14.0 sen), as investors continued to monitor the ongoing fragile U.S.-Iran truce. Nevertheless, market breadth was positive, with 555 gainers outpacing 482 losers. Sector wise, Technology (+2.41%) outperformed, led by VITROX (+27.0 sen) and MPI (+210.0 sen), while Plantation (-0.65%) lagged the most. IPO RT debuted today, closing lower at RM0.16 compared to its IPO price of RM0.18.
Top 3 Active stocks:
ZETRIX (0138): RM0.760 (-1.0 sen)
SRIDGE (0129): RM0.110 (-7.5 sen)
DNEX (4456): RM0.420 (UNCH)
Top 3 Gainer stocks:
MPI (3867): RM49.10 (+210.0 sen)
VITROX (0097): RM7.53 (+29.0 sen)
ALLIANZ (1163): RM21.30 (+26.0 sen)
Top 3 Loser stocks:
NESTLE (4707): RM93.42 (-242.0 sen)
KLK (2445): RM20.96 (-34.0 sen)
HLBANK (5819): RM21.40 (-28.0 sen)
Volume: 2.71 bn (100-bar avg vol: 3.33 bn)
Value: RM2.14 bn (100-bar avg val: RM3.40 bn)
Market Breadth: ⬆️555 ⬇️482
Crude Palm Oil: RM4,568 (+RM11, +0.24%)
Dow Futures: 52,369 pts (+160 pts)
**Source: M+ Global, Bloomberg ** | 2 128 |
| 17 | M+ Global Market Update – 28Jun26
US-Iran Halting Attacks Ahead of The Doha Talks
US: As the US and Iran reportedly agree to halt all kinetic activity ahead of emergency talks in Doha, we expect Wall Street to kickstart the week on a stronger note. While global supply chains initially braced for maritime disruptions over the weekend, we believe sentiment will bode well for global freight integrators such as FedEx Corporation (FDX) and United Parcel Service (UPS) as freight and logistics anxieties ease. Furthermore, this sudden diplomatic breakthrough should benefit airline stocks such as Delta Air Lines (DAL) and United Airlines (UAL), given that the anticipated downward correction in energy prices will immediately lower jet fuel input costs and normalise travel routes, eliminating expensive rerouting risks.
MY: Following the agreement between the US and Iran to halt attacks ahead of the Doha talks this Tuesday, we believe sentiment will bode well for the local bourse today. Meanwhile, we continue to favour water-related companies such as Ranhill and ISF, supported by increasing demand driven by ongoing data centre (DC) developments in the country. Lastly, buying interest also re-emerged in solar-related companies such as SLVEST, PEKAT, and SAMAIDEN last Friday, underpinned by policy tailwinds such as LSS5 and LSS6, as well as the ongoing DC and AI supercycle.
Stocks to watch:
Technology: *CPETECH*, *ICENTS*
Solar: PEKAT, *SAMAIDEN*
Consumer: *GCB*
Utility: *ISF*
Plantation: KMLOONG
**Source: M+ Global** | 4 131 |
| 18 | M+ Morning Market Buzz - 29Jun26
Dow Jones: 51,876.11 pts (-44.51pts, -0.09%)
⬆️ Resistance: 53800
⬇️ Support: 50300
FBM KLCI: 1,667.74 pts (+3.92pts, +0.24%)
⬆️ Resistance: 1750
⬇️ Support: 1630
HSI Index: 22,671.86 pts (-405.05pts, -1.76%)
⬆️ Resistance: 24400
⬇️ Support: 22100
Crude Palm Oil: RM4,568 (+RM11, +0.24%)
⬆️ Resistance: 4810
⬇️ Support: 4430
Brent Oil: $71.99 (+$0.61, +0.85%)
⬆️ Resistance: 84.00
⬇️ Support: 70.00
Gold: $4,088.74 (-$19.74, -0.48%)
⬆️ Resistance: 4310
⬇️ Support: 3890
Source: Bloomberg, M+ Global | 2 895 |
| 19 | M+ Global Market Wrap - 26Jun26
FBM KLCI: 1,667.74 pts (+3.92pts, +0.24%)
The local bourse traded cautiously throughout the session, influenced by global concerns as US inflation rose to a three-year high, which tempered risk appetite, impacting technology counters. However, last minute buying interest within index heavyweights like MAYBANK (+8.0 sen) and PCHEM (+10.0 sen) lifted the key index higher at 1,667.74 pts.Market breadth was negative as 729 losers outpaced 334 gainers. Sector wise, Plantation (+0.39%) outperformed, led by SDG (+3.0 sen) and UTDPLT (+30.0 sen), while Technology (-3.53%) lagged the most amid broader global sell-offs in AI-related stocks.
Top 3 Active stocks:
ZETRIX (0138): RM0.77 (UNCH)
WIDAD (0162): RM0.010 (-0.5 sen)
AAX (5238): RM1.18 (-5.0 sen)
Top 3 Gainer stocks:
UTDPLT (2089): RM32.60 (+30.0 sen)
NESTLE (4707): RM95.84 (+22.0 sen)
PETDAG (5681): RM18.60 (+20.0 sen)
Top 3 Loser stocks:
MPI (3867): RM47.00 (-200.0 sen)
UMSINT (5340): RM7.80 (-70.0 sen)
VITROX (0097): RM7.26 (-59.0 sen)
Volume: 2.94 bn (100-bar avg vol: 3.33 bn)
Value: RM2.26 bn (100-bar avg val: RM3.41 bn)
Market Breadth: ⬆️334 ⬇️729
Crude Palm Oil: RM4,557 (+RM2, +0.04%)
Dow Futures: 52,300 pts (-39 pts)
**Source: M+ Global, Bloomberg ** | 2 905 |
| 20 | M+ Global Market Update – 26Jun26
Apple Slide Offsets Stellar Micron Jump
US: Despite the strong earnings from Micron, Wall Street continued its negative momentum, dragged down by Apple following its announcement of price increases across MacBooks, iPads, and home devices. Nevertheless, given Micron’s (MU) earnings outperformance, coupled with Qualcomm’s USD15bn data centre revenue projection by FY29, a 50-fold leap from the USD0.3bn expected in FY26, which validates that the AI supercycle remains intact. Lastly, we continue to like S&P 500 potential inclusion candidate MACOM Technology Solutions, which is also riding the data centre boom through its 1.6Tb and 3.2Tb optical solutions.
MY: Tracking the mixed overnight performance on Wall Street, we expect the FBM KLCI to trade cautiously today. Meanwhile, following its acquisition of Singapore’s Allied Technologies in January, YBS has continued to map out a pattern of higher-lows and higher-highs, experiencing a technical breakout yesterday. The acquisition of Allied Technologies is expected to quadruple YBS’s revenue over the next two to three years, expand its international geographic footprint into Vietnam and Thailand, and triple its workforce from 1,000 to 3,000. Lastly, on the Technology front, we like SAM, which acts as a pure-play proxy for Applied Materials.
Stocks to watch:
Technology: 3REN, *EG*, INARI, *MCLEAN*, OPPSTAR, SNS, *TTVHB*, *UWC*, VITROX
Utility: *UUE*
Automotive: BAUTO, *BETA*
Building Material: *YBS*
**Source: M+ Global** | 4 533 |
