اکنون در دسترس! پژوهش تلگرام ۲۰۲۵ — مهمترین بینشهای سال 
BIMB SECURITIES
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پستهای کانال
| 2 |  بدون متن... | 129 |
| 3 |  بدون متن... | 146 |
| 4 |  بدون متن... | 151 |
| 5 |  بدون متن... | 167 |
| 6 |  بدون متن... | 173 |
| 7 | 📊 BIMB SECURITIES RESEARCH: WEEKLY MARKET INSIGHTS (8 JUNE 2026) 📈
📉 *MARKET PERFORMANCE OVERVIEW*
- *FBMKLCI:* Gained 0.6% WoW to close at 1,693.4, showing resilience and outperforming major global indices.
- *Foreign Funds:* Remained net sellers with an outflow of -RM1,048mn, though this moderated from the previous week's heavy sell-off.
- *Local Institutions:* Continued to anchor the market, providing support with net purchases of +RM774mn.
- *Commodities & FX:* Brent Crude rose +1.1% to USD93.09/bbl, while CPO edged up to RM4,492/MT. The Ringgit depreciated slightly to 4.03 against the USD. Gold saw a sharp correction, dropping -4.7%.
🎯 *STRATEGY & MARKET OUTLOOK*
Malaysia remains highly resilient despite global technology sector volatility and AI valuation concerns. Strong domestic fundamentals, including a 5.4% Q1 GDP growth, act as a cushion against external weaknesses.
⚠️ *Key Risk to Watch:* External shocks, such as an accelerated global tech sell-off or escalating international tariff conflicts, could pressure capital flows and currency volatility.
💡 *Core Theme:* "Fortifying Portfolios via Defensive Yields and Infrastructure" — prioritizing resilient dividend-paying stocks and companies linked to national infrastructure growth.
🔥 *TOP 5 WATCHLIST FOR THE WEEK*
*1. ⚡ Tenaga Nasional (BUY; TP: RM16.77)*
- *Catalyst:* Benefiting from surging data center power demand and national energy transition initiatives.
*2. 🌐 Telekom Malaysia (BUY; TP: RM7.78)*
- *Catalyst:* Growth driven by structural increases in broadband usage and expanding digital infrastructure.
*3. ⛽ Petronas Dagangan (HOLD; TP: RM18.20)*
- *Catalyst:* Supported by resilient retail margins and steady domestic consumption.
*4. 🏗️ Sunway Construction (BUY; TP: RM8.28)*
- *Catalyst:* Anchored by aggressive order book replenishment from data center and infrastructure contracts.
*5. 🚧 Gamuda (BUY; TP: RM6.29)*
- *Catalyst:* Momentum from MRT3 contracts and growing exposure to data center civil works.
*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 (8 June 2026).* | 174 |
| 8 |  بدون متن... | 163 |
| 9 |  بدون متن... | 259 |
| 10 |  بدون متن... | 255 |
| 11 | 📊 WEEKLY MARKET INSIGHTS (3 JUN 2026) 📈
📉 *MARKET PERFORMANCE OVERVIEW*
- *FBMKLCI:* Dropped 1.7% WoW to close at 1,683.1, underperforming global and regional peers.
- *Foreign Funds:* Registered a heavy net outflow of -RM2,531mn (worsening from -RM913mn in Week 21) as funds rotated into North Asian tech stocks.
- *Local Institutions:* Acts as the primary counterweight, net buying +RM2,120mn to absorb the foreign selloff.
- *Commodities & FX:* Brent Crude plummeted -11.1% to USD92.05/bbl due to easing West Asia tensions. Ringgit held steady at 3.96 against the USD, while CPO nudged up to RM4,470/MT.
🎯 *OUR VIEW & MARKET OUTLOOK*
- The domestic market is poised for a cautious recovery. While heavy foreign outflows and global capital reallocation present short-term headwinds, Malaysia’s acceleration into a *regional data centre powerhous* e provides strong foundational support.
- ⚠️ *Key Risk to Watch:* If foreign capital continues its aggressive shift toward high-beta North Asian manufacturing hubs, domestic institutional liquidity will bear the heavy burden of defending key technical support levels.
- 💡 *Core Theme:* "Technology Leadership & Domestic Value Capture" — focusing on semiconductor back-end growth and local data centre infrastructure expansions.
🔥 *TOP 5 WATCHLIST FOR THE WEEK*
1️⃣ *Inari (BUY; Target/Price: RM1.92)*
Catalyst: Dominates high-end radio frequency testing; a critical beneficiary of AI-integrated smartphones and high-speed data transmission.
2️⃣ *MPI (HOLD; Target/Price: RM39.30* )
Catalyst: A leading semiconductor packaging specialist, though near-term upside remains capped by a sluggish global consumer tech recovery.
3️⃣ *Tenaga Nasional (BUY; Target/Price: RM16.63)*
Catalyst: Stable, long-term returns as the sole national grid provider powering massive energy loads for new hyperscale data centres.
4️⃣ *Matrix Concepts (BUY; Target/Price: RM1.49)*
Catalyst: Backed by strong housing development demands, specifically from economic spillovers in the Southern hub.
5️⃣ *Gamuda (BUY; Target/Price: RM6.29)*
Catalyst: Growth anchored by solid MRT3 contract momentum and rapidly expanding exposure to data centre civil works.
*Prepared for investor reference only. Please do your own assessment and risk mitigation or consult withc your licensed dealer representative before making investment decisions.*
*Source: Condensed from BIMB Securities Research Strategy Report (25 May 2026).* | 273 |
| 12 |  بدون متن... | 197 |
| 13 | Assalamualaikum and Greetings,
Dear Valued Clients,
Please be informed that Bursa Malaysia will be closed on Tuesday, 2 June 2026, as a replacement public holiday. In conjunction with Wesak Day on Sunday, 31 May 2026, and the Official Birthday of His Majesty the Yang di-Pertuan Agong on Monday, 1 June 2026.
All GTD and GTC orders with expiry date of 2 June 2026 will expire at 5:30 PM on Friday, 29 May 2026.
Trading will resume on Wednesday, 3 June 2026. | 322 |
| 14 |  بدون متن... | 306 |
| 15 |  بدون متن... | 300 |
| 16 |  بدون متن... | 293 |
| 17 |  بدون متن... | 297 |
| 18 |  بدون متن... | 282 |
| 19 |  بدون متن... | 284 |
| 20 | *Special Brokerage Promotion for BISonline*
Salam& greetings all,
As briefed during the Platform Update session on 30 April 2026 at 5.30pm, the Special Brokerage Promotion for BISonline trading has been activated effective *22 May 2026 until 30 June 2026*.
Under this promotion, clients trading online via *BISonline* will enjoy a special brokerage rate of *0.1% or a minimum of RM1.00* per transaction, for stocks listed on Bursa Malaysia.
A notification email has also been disseminated to all clients accordingly.
Kindly refer to and read the full Terms & Conditions of the promotion for your information and clarification when attending to client enquiries.
https://bit.ly/TnCSpecialPromoBISonline
Thank you. | 397 |
