VOXSTREET

SUNLOGY

LCTITAN

M+ Global Market Update – 11Aug25 Market Sentiment To Stay Positive US: Wall Street closed the week on a high note despite President Trump’s recent announcement of a 100% semiconductor tariff, a 50% tariff on India, and mixed earnings results from Technology players. However, we expect the market sentiment to stay positive due to Apple’s USD100bn investment pledge, which may spark trading opportunities within the US Banking, Construction and Technology sectors. This week, traders will monitor key inflation data such as CPI and PPI. In the commodities market, Brent oil retreated further towards USD65/bbl, while Gold and CPO remained stable at USD3,939/oz and RM4,255/MT, respectively. MY: With Wall Street’s positive lead, we expect buying interest to spill over into the local bourse. Moreover, we favour ITMAX for its (i) steady stream of project wins in Johor, (ii) potential to replicate Johor’s success in Penang, as well as (iii) strong recurring revenue base, typically spanning over 5–10 years. Meanwhile, INARI and FRONTKN remain in focus as we view these counters as key proxies to Apple’s additional USD100bn manufacturing investment and the recent announcement of a 100% tariff on semiconductors. For the utilities sector, we believe that (i) Tenaga’s CapEx rollout extending until year-end, and (ii) the government’s strong push towards renewable energy initiatives such as NETR, CRESS, and LSS, warrant continued investor attention on counters like MNHLDG, UUE, KJTS, and SCGBHD. Stocks to watch: Technology: *EDELTEQ*, *FRONTKN* Utility: *GASMSIA* Construction: *SUNCON* Building Material: *PMETAL* Consumer: 99SMART Finance: AMBANK Transportation: LFG Plantation: SDG Telco: TM Source: M+ Global

UOBKH Retail Market Monitor 11 August 2025 FBMKLCI: 1,556.98 (+7.87) Support: 1,500, 1,468 Resistance: 1,572, 1,600 Bursa Top Gainers: PETGAS (+2.9%), AMBANK, (+2.1%) 99SMART (+1.7%) Bursa Top Losers: SIME(-3.1%), NESTLE (-2.6%), PPB (-1.9%) Bursa Trade Statistics Local Institutions (43.58%): +RM145.53M Local Retail (17.24%): +RM0.06M Foreign (39.18%): -RM145.59M Global Equity Indexes MSCI Asia : 208.72 (-0.15, -0.07%) NASDAQ : 21,450.02 (+207.32, +0.98%) S&P500 : 6,389.45 (+49.45, +0.78%) DJIA : 44,175.61 (+206.97, +0.47%) USD/MYR : 4.2450 (+0.0152) SGD/MYR : 3.3034 (+0.0064) Crude Oil : $63.41 (-0.43) Gold : $3,387.27 (-4.61) US stocks were higher after the close on Friday, as gains in the Technology, Healthcare and Consumer Goods sectors led shares higher. At the close in NYSE, the Dow Jones Industrial Average rose 0.47%, while the S&P 500 index climbed 0.78%, and the NASDAQ Composite index climbed 0.98%. Rising stocks outnumbered declining ones on the New York Stock Exchange by 1449 to 1299 and 84 ended unchanged; on the Nasdaq Stock Exchange, 1670 rose and 1628declined, while 159 ended unchanged. (Source: Investing.com) Stocks To Watch: 1) E&O (KLSE: 3417) Technical BUY with +11.6% potential return * Last: RM0.865 TP: RM0.91, RM0.965 SL: RM0.815 * Timeframe: 2 weeks to 2 months * Shariah: YES 2) LHI (KLSE: 6633) Technical BUY with +19.4% potential return * Last: RM0.62 TP: RM0.705, RM0.74 SL: RM0.57 * Timeframe: 2 weeks to 2 months * Shariah: NO 3) ULICORP (KLSE: 7133) Technical BUY with +9.7% potential return * Last: RM1.45 TP: RM1.52, RM1.59 SL: RM1.38 * Timeframe: 2 weeks to 2 months * Shariah: YES Join UOB Kay Hian Malaysia's Official Telegram Channel https://t.me/UOBKayHianMalaysia Disclaimer: This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information. For the full research report, please log in to www.utrade.com.my

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RGTBHD

*Trading Stocks today:* For *Trendspotter*, please click on this link: < https://tinyurl.com/3naha762 > to view the report. Or please logon to your account on http://www.cgsi.com.my/ and click on <Research> Tab. *Malaysia*: *Jaya Tiasa Holdings (4383)* (RM1.25): Technical Buy Targets: RM1.33, RM1.39 Stop: RM1.17 *IOI Properties Group (5249)* (RM2.17): Technical Buy Targets: RM2.26, RM2.38 Stop: RM2.01 *Fundamental Report(s):* *Mah Sing Group* - Eyes redevelopment opportunity in KLCC (Maintain Add with a TP of RM1.75) https://tinyurl.com/ya9jm34u *SD Guthrie Bhd* - Solid upstream; land capitalisation on track (Maintain Add with a TP of RM5.85) https://tinyurl.com/3vwb9v8d Join CGS International Securities Malaysia's Official Telegram Channel https://t.me/cgsi_my *8th Aug 2025* Disclaimers: This distribution is by CGS International Securities Malaysia Sdn. Bhd. (“CGS MY”) in Malaysia only. The views are our own as of this date and subject to change. No further distribution is allowed without our prior written consent. CGS MY, its related corporations, affiliates and business partners make no recommendation, offer or invitation to transact in any securities, futures contracts or other instruments. Please make your independent evaluation, consider your own investment objectives and financial situation and consult your own professional advisers before participating in any transaction.

M+ Global Market Update – 08Aug25 Tariff Tensions Persisted Despite Apple-Fuelled Rally US: Wall Street ended mixed as tech resilience, led by Apple’s USD100bn investment pledge, offset broader market concerns. Persisting trade tensions, including President Trump’s 100% semiconductor tariff and a 50% tariff on India, have reignited fears of a global slowdown, which may contribute to a more cautious environment. Meanwhile, softer jobless data also lifted September rate cut odds to 94%. In the commodities market, both Brent crude and gold retreated further toward USD66.4/bbl and RM4,240/MT respectively, while gold traded higher at USD3,396.4/oz. MY: We expect the local bourse to take a breather after 3-day winning streak ahead of the weekend. However, we remain positive on selected Technology stocks despite concerns over President Trump’s announcement of a 100% tariff on semiconductors as counters like INARI and FRONTKN may stand to benefit from Apple’s additional USD100bn investment in US manufacturing. Besides, with the government’s strong push for renewable energy, underpinned by initiatives such as the NETR, CRESS, and LSS projects, traders may continue to look for trading ideas in solar-related counters, including SLVEST, SUNLOGY, and NORTHERN. Stocks to watch: Technology: FPI, *ITMAX*, *UWC* Plantation: *HSPLANT*, JTIASA Construction: LBS, *WCT* Building Material: *PMETAL* Utility: MALAKOF Telco: TM Source: M+ Global

*RHB* ♦️ *Investment Bank Bhd* Stay informed with more RHB Research updates on: ♦️ Facebook Group: https://www.facebook.com/groups/morningcuppa ♦️ Telegram: https://t.me/RHBInvestmentBankOfficial *RHB Retail Research* *Technical Analyzer* 8 August 2025 *MALAKOFF CORP (5264)*: Shariah Compliant Outlook: Breakout MYR0.95 Resistance: MYR1, MYR1.05 Support: MYR0.92 (time frame: 2-4 weeks) *JATI TINGGI GROUP (0292)*: Shariah Compliant Outlook: Breakout MYR0.57 Resistance: MYR0.62, MYR0.66 Support: MYR0.53 (time frame: 2-4 weeks) Investment Research Disclaimers RHB has issued this report for information purposes only...

DONE TP 0.570..FIFO SHJ

JTGROUP

CITAGLB

بِسْمِ اللَّهِ الرَّحْمَنِ الرَّحِيم Ya Allah, Kau permudahkan urusan client-clientku dan trader semua untuk mencari rezeki dan mencapai keuntungan dalam trading pada hari ini. Berikan kesabaran dan ketenangan pada mereka dalam mencari rezeki. Jadikan market hari ini sebagai market yang jelas arahnya supaya mudah mereka mencari peluang untuk trade. الهی آمین

Market agak teruk arini..better dok tepi dulu

LCTITAN