uz
Feedback
M+ On-The-Go

M+ On-The-Go

Kanalga Telegram’da o‘tish

Malacca Securities Sdn Bhd

Ko'proq ko'rsatish

📈 Telegram kanali M+ On-The-Go analitikasi

M+ On-The-Go (@mplusotg) Ingliz til segmentidagi kanali faol ishtirokchi. Hozirda hamjamiyat 26 614 obunachidan iborat bo'lib, Iqtisodiyot & Moliya toifasida 4 684-o'rinni va Malayziya mintaqasida 1 342-o'rinni egallagan.

📊 Auditoriya ko‘rsatkichlari va dinamika

невідомо sanasidan buyon loyiha tez o‘sib, 26 614 obunachiga ega bo‘ldi.

14 Iyun, 2026 dagi oxirgi ma’lumotlarga ko‘ra kanal barqaror faollikka ega. Oxirgi 30 kunda obunachilar soni -22 ga, so‘nggi 24 soatda esa -7 ga o‘zgardi va umumiy qamrov yuqori darajada qolmoqda.

  • Tasdiqlash holati: Tasdiqlanmagan
  • Jalb etish (ER): Auditoriya o‘rtacha 11.73% darajada jalb etiladi. Nashrdan keyingi dastlabki 24 soatda kontent odatda umumiy obunachilar sonining 8.37% ini tashkil etuvchi reaksiyalarni to‘playdi.
  • Post qamrovi: Har bir post o‘rtacha 3 122 marta ko‘riladi; birinchi sutkada odatda 2 229 ta ko‘rish yig‘iladi.
  • Reaksiyalar va o‘zaro ta’sir: Auditoriya faol: har bir postga o‘rtacha 2 ta reaksiya keladi.
  • Tematik yo‘nalishlar: Kontent resistance, avg, breadth, dow, palm kabi asosiy mavzularga jamlangan.

📝 Tavsif va kontent siyosati

Muallif resursni shaxsiy fikrni ifoda etish maydoni sifatida ta’riflaydi:
Malacca Securities Sdn Bhd

Yuqori yangilanish chastotasi (oxirgi ma’lumot 15 Iyun, 2026 da olingan) sababli kanal doimo dolzarb va katta qamrovli bo‘lib qoladi. Analitika auditoriya kontent bilan faol hamkorlik qilishini, uni Iqtisodiyot & Moliya toifasidagi muhim ta’sir nuqtasiga aylantirishini ko‘rsatadi.

26 614
Obunachilar
-724 soatlar
-57 kunlar
-2230 kunlar
Obunachilarni jalb qilish
Iyun '26
Iyun '26
+46
3 kanalda
May '26
+144
2 kanalda
Get PRO
Aprel '26
+39
2 kanalda
Get PRO
Mart '26
+59
4 kanalda
Get PRO
Fevral '26
+45
4 kanalda
Get PRO
Yanvar '26
+45
3 kanalda
Get PRO
Dekabr '25
+30
3 kanalda
Get PRO
Noyabr '25
+70
3 kanalda
Get PRO
Oktabr '25
+55
3 kanalda
Get PRO
Sentabr '25
+14
3 kanalda
Get PRO
Avgust '25
+9
2 kanalda
Get PRO
Iyul '25
+15
4 kanalda
Get PRO
Iyun '25
+10
3 kanalda
Get PRO
May '25
+12
2 kanalda
Get PRO
Aprel '25
+18
3 kanalda
Get PRO
Mart '25
+13
3 kanalda
Get PRO
Fevral '25
+22
2 kanalda
Get PRO
Yanvar '25
+34
3 kanalda
Get PRO
Dekabr '24
+54
4 kanalda
Get PRO
Noyabr '24
+80
5 kanalda
Get PRO
Oktabr '24
+111
5 kanalda
Get PRO
Sentabr '24
+69
4 kanalda
Get PRO
Avgust '24
+196
7 kanalda
Get PRO
Iyul '24
+261
8 kanalda
Get PRO
Iyun '24
+298
6 kanalda
Get PRO
May '24
+305
3 kanalda
Get PRO
Aprel '24
+190
7 kanalda
Get PRO
Mart '24
+175
7 kanalda
Get PRO
Fevral '24
+176
7 kanalda
Get PRO
Yanvar '24
+281
9 kanalda
Get PRO
Dekabr '23
+182
13 kanalda
Get PRO
Noyabr '23
+107
10 kanalda
Get PRO
Oktabr '23
+109
11 kanalda
Get PRO
Sentabr '23
+143
0 kanalda
Get PRO
Avgust '23
+124
0 kanalda
Get PRO
Iyul '23
+172
0 kanalda
Get PRO
Iyun '23
+219
0 kanalda
Get PRO
May '23
+358
0 kanalda
Get PRO
Aprel '23
+520
0 kanalda
Get PRO
Mart '23
+527
0 kanalda
Get PRO
Fevral '23
+242
0 kanalda
Get PRO
Yanvar '23
+294
0 kanalda
Get PRO
Dekabr '22
+236
0 kanalda
Get PRO
Noyabr '22
+300
0 kanalda
Get PRO
Oktabr '22
+341
0 kanalda
Get PRO
Sentabr '22
+149
0 kanalda
Get PRO
Avgust '22
+177
0 kanalda
Get PRO
Iyul '22
+171
0 kanalda
Get PRO
Iyun '22
+340
0 kanalda
Get PRO
May '22
+118
0 kanalda
Get PRO
Aprel '22
+230
0 kanalda
Get PRO
Mart '22
+328
0 kanalda
Get PRO
Fevral '22
+217
0 kanalda
Get PRO
Yanvar '22
+296
0 kanalda
Get PRO
Dekabr '21
+178
0 kanalda
Get PRO
Noyabr '21
+460
0 kanalda
Get PRO
Oktabr '21
+526
0 kanalda
Get PRO
Sentabr '21
+508
0 kanalda
Get PRO
Avgust '21
+550
0 kanalda
Get PRO
Iyul '21
+954
0 kanalda
Get PRO
Iyun '21
+1 662
0 kanalda
Get PRO
May '21
+1 044
0 kanalda
Get PRO
Aprel '21
+2 167
0 kanalda
Get PRO
Mart '21
+1 608
0 kanalda
Get PRO
Fevral '21
+1 155
0 kanalda
Get PRO
Yanvar '21
+13 507
0 kanalda
Sana
Obunachilarni jalb qilish
Esdaliklar
Kanallar
15 Iyun0
14 Iyun+1
13 Iyun0
12 Iyun+4
11 Iyun+1
10 Iyun+2
09 Iyun+3
08 Iyun+10
07 Iyun+9
06 Iyun+5
05 Iyun0
04 Iyun+7
03 Iyun0
02 Iyun+3
01 Iyun+1
Kanal postlari
M+ Global Market Wrap - 15Jun26 FBM KLCI: 1,691.39 pts (+7.76pts, +0.46%) The local bourse saw robust trading today, largely propelled by global optimism stemming from the US-Iran ceasefire agreement and the successful SpaceX IPO. Market breadth was positive with 798 gainers outpacing 478 losers, with the KLCI buoyed by bargain hunting on selected heavyweights CIMB (+30.0 sen) and MAYBANK (+20.0 sen). Conversely, the index was dragged down by PCHEM (-67.0 sen) and PMETAL (-63.0 sen), as US crude oil prices dropped below $80 for the first time since March following the Iran deal set to reopen the Hormuz Strait, easing global energy supply concerns. Sector wise, Technology (+4.90%) outperformed significantly, led by UWC (+60.0 sen) and INARI (+13.0 sen), correlating with reports of the SpaceX IPO and the Iran-US deal boosting Asian tech stocks, while Industrial Products (-3.70%) lagged the most. IPO PENTECH debuted today, closing at RM0.260 compared to its IPO price of RM0.200. Top 3 Active stocks: HONGSENG (0041): RM0.015 (+0.5 sen) TANCO (2429): RM0.130 (-7.0 sen) PENTECH (0457): RM0.260 (+6.0 sen) Top 3 Gainer stocks: MPI (3867): RM49.00 (+150.0 sen) F&N (3689): RM27.50 (+76.0 sen) UMSINT (5340): RM8.70 (+68.0 sen) Top 3 Loser stocks: NESTLE (4707): RM94.50 (-110.0 sen) PARAGON (9407): RM2.29 (-98.0 sen) PCHEM (5183): RM4.52 (-82.0 sen) Volume: 5.03 bn (100-bar avg vol: 3.31 bn) Value: RM3.91 bn (100-bar avg val: RM3.41 bn) Market Breadth: ⬆️798 ⬇️478 Crude Palm Oil: RM4,475 (-RM27, -0.60%) Dow Futures: 52,107 pts (+502 pts) **Source: M+ Global, Bloomberg **

2
M+ Global Market Wrap - 15Jun26 FBM KLCI: 1,691.39 pts (+7.76pts, +0.46%) The local bourse saw robust trading today, largely propelled by global optimism stemming from the US-Iran ceasefire agreement and the successful SpaceX IPO. Market breadth was positive with 798 gainers outpacing 478 losers, with the KLCI buoyed by bargain hunting on selected heavyweights CIMB (+30.0 sen) and MAYBANK (+20.0 sen). Conversely, the index was dragged down by PCHEM (-67.0 sen) and PMETAL (-63.0 sen), as US crude oil prices dropped below $80 for the first time since March following the Iran deal set to reopen the Hormuz Strait, easing global energy supply concerns. Sector wise, Technology (+4.90%) outperformed significantly, led by UWC (+60.0 sen) and INARI (+13.0 sen), correlating with reports of the SpaceX IPO and the Iran-US deal boosting Asian tech stocks, while Industrial Products (-3.70%) lagged the most. IPO PENTECH debuted today, closing at RM0.260 compared to its IPO price of RM0.2.The local bourse saw robust trading today, largely propelled by global optimism stemming from the US-Iran ceasefire agreement and the successful SpaceX IPO. Market breadth was positive with 797 gainers outpacing 478 losers, with the KLCI buoyed by bargain hunting on selected heavyweights CIMB (+30.0 sen) and MAYBANK (+20.0 sen). Conversely, the index was dragged down by PCHEM (-67.0 sen) and PMETAL (-63.0 sen), as US crude oil prices dropped below $80 for the first time since March following the Iran deal set to reopen the Hormuz Strait, easing global energy supply concerns. Sector wise, Technology (+4.90%) outperformed significantly, led by UWC (+60.0 sen) and INARI (+13.0 sen), correlating with reports of the SpaceX IPO and the Iran-US deal boosting Asian tech stocks, while Industrial Products (-3.70%) lagged the most. IPO PENTECH debuted today, closing at RM0.260 compared to its IPO price of RM0.200. Top 3 Active stocks: HONGSENG (0041): RM0.015 (+0.5 sen) TANCO (2429): RM0.130 (-7.0 sen) PENTECH (0457): RM0.260 (+6.0 sen) Top 3 Gainer stocks: MPI (3867): RM49.00 (+150.0 sen) F&N (3689): RM27.50 (+76.0 sen) UMSINT (5340): RM8.70 (+68.0 sen) Top 3 Loser stocks: NESTLE (4707): RM94.50 (-110.0 sen) PARAGON (9407): RM2.29 (-98.0 sen) PCHEM (5183): RM4.52 (-82.0 sen) Volume: 5.03 bn (100-bar avg vol: 3.31 bn) Value: RM3.91 bn (100-bar avg val: RM3.41 bn) Market Breadth: ⬆️798 ⬇️478 Crude Palm Oil: RM4,475 (-RM27, -0.60%) Dow Futures: 52,107 pts (+502 pts) **Source: M+ Global, Bloomberg **
1
3
M+ Morning Market Buzz - 15Jun26 Dow Jones: 51,202.26 pts (+353.51pts, +0.70%) ⬆️ Resistance: 52500 ⬇️ Support: 49000 FBM KLCI: 1,683.63 pts (+4.10pts, +0.24%) ⬆️ Resistance: 1730 ⬇️ Support: 1650 HSI Index: 24,718.10 pts (+468.81pts, +1.93%) ⬆️ Resistance: 25400 ⬇️ Support: 23600 Crude Palm Oil: RM4,475 (-RM76, -1.67%) ⬆️ Resistance: 4700 ⬇️ Support: 4370 Brent Oil: $87.33 (-$3.45, -3.95%) ⬆️ Resistance: 100.10 ⬇️ Support: 84.10 Gold: $4,219.33 (+$74.61, +1.77%) ⬆️ Resistance: 4460 ⬇️ Support: 3950 Source: Bloomberg, M+ Global
2 362
4
M+ Global Market Update – 15Jun26 SpaceX Hitting The USD2tn Valuation Mark US: With the US–Iran diplomatic agreement nearing completion, which has triggered a further decline in oil prices, we expect Wall Street to maintain its constructive bias in the near term. Stock-wise, we like the rebound shown by Advanced Micro Devices (AMD), underpinned by an analyst upgrade citing its underpriced AI GPU growth potential. Meanwhile, we continue to favour semiconductor companies as they remain among the biggest beneficiaries of the AI supercycle, with Taiwan Semiconductor Manufacturing Co. (TSM) and Micron Technology (MU) now pending breakouts. Lastly, we believe overall investor risk appetite should remain highly elevated as Elon Musk's SpaceX (SPCX) IPO makes its historic debut on Wall Street, closing at a USD2.1tn valuation on its first day of trading. MY: Following the rebound on Wall Street, we believe that the FBM KLCI will kickstart the week on a stronger footing. Stock-wise, tracking the historic debut of SpaceX, we believe that upward momentum will persist for REACHTEN, as it recently announced an RM4.2m indirect exposure to SpaceX. Meanwhile, with a further retreat in oil prices, we believe sentiment will bode well for AAX, which is poised for a further breakout. Lastly, enterprise IT solutions provider PENTECH (M+ TP: RM 0.40) will make its ACE Market debut today. Stocks to watch: Technology: AEMULUS, *DNEX*, *ICENTS*, KGB, *MCLEAN*, *SCICOM*, *VSTECS* Construction: CHB, IAB, PWRWELL Plantation: KMLOONG Aviation: *AAX* Financial: OSK Utility: *PEKAT* **Source: M+ Global**
3 084
5
M+ Global Market Wrap - 12Jun26 FBM KLCI: 1,683.63 pts (+4.10pts, +0.24%) The FBM KLCI (+0.24%) closed higher at 1,683.63 pts, amidst broader Asian markets gaining hopes for a Middle East peace deal. The market breadth was however negative as 560 losers outpaced 508 gainers. Sector wise, Telecommunications (+1.32%) outperformed, led by MAXIS (+1.0 sen) and REACHTEN (+6.0 sen), as investors eyed the highly anticipated market debut of SpaceX. Meanwhile, Energy (-1.21%) lagged the most. Top 3 Active stocks: ZETRIX (0138): RM0.810 (UNCH) TOPGLOV (7113): RM0.805 (-2.5 sen) AAX (5238): RM1.20 (+6.0 sen) Top 3 Gainer stocks: NESTLE (4707): RM95.60 (+110.0 sen) F&N (3689): RM26.74 (+94.0 sen) AJI (2658): RM15.30 (+58.0 sen) Top 3 Loser stocks: PARAGON (9407): RM3.27 (-139.0 sen) BKAWAN (1899): RM20.30 (-50.0 sen) PCHEM (5183): RM5.34 (-46.0 sen) Volume: 2.91 bn (100-bar avg vol: 3.29 bn) Value: RM2.33 bn (100-bar avg val: RM3.42 bn) Market Breadth: ⬆️508 ⬇️560 Crude Palm Oil: RM4,551 (-RM88, -1.93%) Dow Futures: 51,153 pts (+278 pts) **Source: M+ Global, Bloomberg **
2 342
6
Here’s our IPO note on Liftech Group Berhad: Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com) We assign a fair value of RM0.35 per share for LIFTECH, indicating an 20.7% upside from the IPO price of RM0.29. This valuation is based on a PE multiple of 13.0x, pegged to FY27f EPS of 2.69 sen. Investment highlights include: (i) 34-year brand moat underpinned by nationwide service network (ii) Riding on multiple industrial upcycles nationwide (iii) Car park systems to unlock new revenue growth (iv) Unbilled order book of RM41.6m (v) Insulated supply chain routes shielding operations from geopolitical bottlenecks Research Team, M+ Global 12 Jun 26
2 768
7
M+ Global Market Update – 12Jun26 Stocks Rallied After Trump Said Iran Deal Reached US: As Trump announced that a settlement of the war with Iran had been reached and that a final document would be signed in Europe, which was in stark contrast to his earlier position of intensifying US military actions against Iran, the Wall Street should recover moving forward. Meanwhile, we like potential S&P 500 inclusion candidate Burlington Stores (BURL) following its technical breakout, underpinned fundamentally by double-digit earnings growth and a raised full-year guidance driven by resilient off-price retail demand. We also favour GE Aerospace (GE), which has recorded an 87% YoY surge in commercial and defence jet-engine backlogs amid the ongoing global military ramp-up. Lastly, overall market sentiment should remain highly charged ahead of Elon Musk's SpaceX IPO, which is set for listing debut today. MY: Following the strong overnight rebound in the US, we believe the positive sentiment will spill over into the local bourse today. Stock-wise, we continue to favour MNHLDG and CBHB, as both are now poised for breakouts and are fundamentally supported by the country’s data centre construction upcycle and Tenaga grid upgrades. THMY represents another "picks and shovels" play in the AI and semiconductor gold rush, and its stock is currently pending a breakout. Lastly, as GCB may be decent for a pullback entry as it formed a bullish candlestick. Stocks to watch: Technology: *CORAZA*, *EG*, *MI*, *NE*, SCICOM Construction: *HEGROUP*, *MNHLDG* Gloves: HARTA Chemical: PCHEM **Source: M+ Global**
3 814
8
M+ Morning Market Buzz - 12Jun26 Dow Jones: 50,848.75 pts (+929.97pts, +1.86%) ⬆️ Resistance: 52700 ⬇️ Support: 49000 FBM KLCI: 1,679.53 pts (+0.57pts, +0.03%) ⬆️ Resistance: 1740 ⬇️ Support: 1650 HSI Index: 24,249.29 pts (-158.67pts, -0.65%) ⬆️ Resistance: 25800 ⬇️ Support: 23600 Crude Palm Oil: RM4,551 (+RM23, +0.51%) ⬆️ Resistance: 4710 ⬇️ Support: 4390 Brent Oil: $93.10 (-$2.72, -4.26%) ⬆️ Resistance: 100.10 ⬇️ Support: 86.70 Gold: $4,212.26 (+$13.27, +0.12%) ⬆️ Resistance: 4580 ⬇️ Support: 3950 Source: Bloomberg, M+ Global
2 741
9
M+ Global Market Wrap - 11Jun26 FBM KLCI: 1,679.53 pts (+0.57pts, +0.03%) The FBM KLCI (+0.03%) closed higher at 1,679.53 pts, as bargain hunting emerged in selected heavyweight stocks. The market breadth was marginally positive, with 562 winners against 561 losers. Sector wise, Healthcare (+1.10%) outperformed, led by TOPGLOV (+2.0 sen) and HARTA (+4.0 sen), while Property (-2.39%) lagged the most. IPO MMCS debuted today, closing at RM0.225 compared to its IPO price of RM0.22. Top 3 Active stocks: TANCO (2429): RM0.200 (-30.0 sen) ZETRIX (0138): RM0.810 (-3.5 sen) MMCS (0456): RM0.225 (+0.5 sen) Top 3 Gainer stocks: MPI (3867): RM47.56 (+88.0 sen) NESTLE (4707): RM94.50 (+72.0 sen) BKAWAN (1899): RM20.80 (+52.0 sen) Top 3 Loser stocks: PETDAG (5681): RM17.72 (-92.0 sen) UTDPLT (2089): RM31.60 (-70.0 sen) IDEAL (9687): RM3.50 (-60.0 sen) Volume: 3.32 bn (100-bar avg vol: 3.29 bn) Value: RM2.89 bn (100-bar avg val: RM3.41 bn) Market Breadth: ⬆️562 ⬇️561 Crude Palm Oil: RM4,538 (+RM26, +0.57%) Dow Futures: 50,336 pts (+346 pts) **Source: M+ Global, Bloomberg **
2 058
10
M+ Global Market Update – 11Jun26 Stocks Dipped After Trump’s Threat of More Attacks US: Despite soft to in-line CPI data, following the intensified geopolitical friction in the Middle East, we expect Wall Street to trade cautiously in the near term. Meanwhile, as President Trump blames Tehran for a US helicopter crash near the Strait of Hormuz and vows to retaliate harder, the subsequent rebound in crude oil prices should benefit oil- and LNG-related companies such as Chevron, Phillips 66, and Cheniere Energy. Lastly, following Oracle’s earnings outperformance, this print should continue to support the fundamental strength within the AI theme, acting as a structural catalyst for its core hardware and cooling suppliers such as Nvidia, Vertiv Holdings, Micron, and Super Micro Computer. MY: Tracking the continued sell-off in the US, we believe that the FBM KLCI will face renewed selling pressure today, creating buy-on-the-dip opportunities in banking stocks. Meanwhile, the rebound in crude oil prices should benefit oil- and chemical-related companies, including PCHEM, HENGYUAN, and HIBISCS. We also continue to favour the Plantation sector, supported by Indonesia’s aggressive rollout of the B45/B50 biodiesel mandate and the anticipation of El Niño in the coming months, benefitting counters such as SDG, IOICORP, and UTDPLT. Lastly, IT solutions and cybersecurity services provider MMCS will make its ACE Market debut today. Stocks to watch: Technology: AMBEST, *SCICOM*, *VSTECS* Plantation: *KMLOONG*, SOP Chemical: *PCHEM*, *TMK* Construction: *HEGROUP* Solar: *PEKAT* Financial: OSK **Source: M+ Global**
4 024
11
M+ Morning Market Buzz - 10Jun26 Dow Jones: 49,919.09 pts (-953.02pts, -1.87%) ⬆️Resistance: 50,800 ⬇️Support: 49,300 FBM KLCI: 1,678.96 pts (+3.46pts, +0.21%) ⬆️Resistance: 1,695 ⬇️Support: 1,668 HSI Index: 24,407.96 pts (-157.94pts, -0.64%) ⬆️Resistance: 24,800 ⬇️Support: 24,100 Crude Palm Oil: RM4,538 (+RM10, +0.22%) ⬆️Resistance: 4,640 ⬇️Support: 4,450 Brent Oil: $94.9 (+$2.66, +2.88%) ⬆️Resistance: 96.00 ⬇️Support: 90.50 Gold: $4,072.02 (-$187.95, -4.41%) ⬆️Resistance: 4,320 ⬇️Support: 4,000 Source: Bloomberg, M+ Global
2 654
12
M+ Global Market Wrap - 10Jun26 FBM KLCI: 1,678.96 pts (+3.46pts, +0.21%) The FBM KLCI (+0.21%) closed higher at 1,678.96 pts, supported by gains in selected heavyweight stocks despite the broader market sentiment remain cautious . The market breadth however was negative, with 422 winners against 705 losers. Sector wise, Plantation (+0.59%) outperformed, led by KLK (+36.0 sen) and IOICORP (+6.0 sen), while Property (-1.32%) declined the most. Top 3 Active stocks: HONGSENG (0041): RM0.010 (-0.5 sen) ZETRIX (0138): RM0.845 (+2.0 sen) VS (6963): RM0.210 (+1.0 sen) Top 3 Gainer stocks: HEIM (3255): RM19.42 (+38.0 sen) KLK (2445): RM20.48 (+36.0 sen) CARLSBG (2836): RM16.46 (+24.0 sen) Top 3 Loser stocks: CEPCO (8435): RM3.95 (-95.0 sen) NESTLE (4707): RM93.78 (-66.0 sen) F&N (3689): RM25.78 (-52.0 sen) Volume: 3.97 bn (100-bar avg vol: 3.29 bn) Value: RM2.73 bn (100-bar avg val: RM3.41 bn) Market Breadth: ⬆️422 ⬇️705 Crude Palm Oil: RM4,528 (+RM9, +0.20%) Dow Futures: 50,507 pts (-402 pts) **Source: M+ Global, Bloomberg **
2 425
13
Good Morning All, Here’s our IPO note on RT Pastry Group Berhad: Your Trusted Guide to Global Trading | Malacca Securities (mplusonline.com) We assign a fair value of RM0.26 per share for RT, indicating a 44.4% upside from the IPO price of RM0.18. This valuation is based on a P/E ratio of 12.0x, pegged to FY27f EPS of 2.15 sen. Investment highlights include: (i) New outlets rollout act as primary growth driver (ii) Scaling potential from the wholesale segment (iii) Cost-control through centralised manufacturing (iv) Clean balance sheet (v) Market share poised for growth Research Team, M+ Global 10 Jun 26
3 406
14
M+ Global Market Update – 10Jun26 US-Iran Conflict Intensified with CPI Data In-Focus US: We expect Wall Street to trade cautiously ahead ofthe May CPI data later tonight, which will provide insights into how Fed policymakers are likely to adjust their monetary policy moving forward. Meanwhile, investors will be watching Oracle's highly anticipated earnings later tonight, and we believe that sentiment regarding structural AI theme momentum will be sustained following OpenAI's confidential IPO filing. Lastly, we think traders could monitor paint and coatings manufacturer PPG Industries, underpinned by (i) record order rates from airline and military segments driven by PPG’s specialised coatings that shield planes from lightning strikes and (ii) its specialised heat-resistant coatings for AI data centre infrastructure. MY: Following Wall Street’s strong sell-down yesterday, we believe the local bourse will face extended selling pressure today, particularly in the Tech sector, creating buy-on-the-dip opportunities. Meanwhile, we continue to favour the Utilities sector due to the ongoing data centre boom, with Ranhill pulling back from its recent high, creating an attractive entry level, while CBHB is now poised for a further breakout. Lastly, with Indonesia’s aggressive rollout of the B45/B50 biodiesel mandate, coupled with the anticipation of El Niño in the coming months, we believe sentiment will bode well for plantation counters, benefitting SDG, SOP, and UTDPLT. Stocks to watch: Technology: AMBEST, *CTOS*, GENETEC, KGB, VITROX Construction: CHB, *HEGROUP*, *ICENTS* Commodity: *MSC* Utility: *RANHILL* Property: SPSETIA **Source: M+ Global**
4 094
15
M+ Morning Market Buzz - 10Jun26 Dow Jones: 50,872.11 pts (+86.10pts, +0.17%) ⬆️ Resistance: 52700 ⬇️ Support: 49300 FBM KLCI: 1,675.50 pts (-4.02pts, -0.24%) ⬆️ Resistance: 1740 ⬇️ Support: 1640 HSI Index: 24,565.90 pts (-91.16pts, -0.37%) ⬆️ Resistance: 26500 ⬇️ Support: 24000 Crude Palm Oil: RM4,528 (-RM10, -0.22%) ⬆️ Resistance: 4790 ⬇️ Support: 4390 Brent Oil: $91.45 (-$2.80, -2.97%) ⬆️ Resistance: 101.00 ⬇️ Support: 87.80 Gold: $4,260.85 (-$15.49, -0.36%) ⬆️ Resistance: 4610 ⬇️ Support: 4160 Source: Bloomberg, M+ Global
2 947
16
M+ Global Market Wrap - 9Jun26 FBM KLCI: 1,675.50 pts (-4.02pts, -0.24%) The FBM KLCI (-0.24%) closed lower at 1,675.50 pts, as investors remain cautious ahead of key US economic data that could offer clues on the Federal Reserve's interest rate path. The market breadth was negative, with 533 winners against 569 losers. Sector wise, Technology (+1.39%) outperformed, led by VITROX (+42.0 sen) and MPI (+130.0 sen) , while Property (-1.78%) declined the most. Top 3 Active stocks: HONGSENG (0041): RM0.015 (+0.5 sen) ZETRIX (0138): RM0.825 (+0.5 sen) TFP (0145): RM0.085 (+3.0 sen) Top 3 Gainer stocks: NESTLE (4707): RM94.44 (+244.0 sen) MPI (3867): RM46.80 (+130.0 sen) AJI (2658): RM15.48 (+106.0 sen) Top 3 Loser stocks: TANCO (2429): RM0.800 (-32.0 sen) FACBIND (2984): RM1.66 (-19.0 sen) PETGAS (6033): RM17.32 (-18.0 sen) Volume: 3.76 bn (100-bar avg vol: 3.27 bn) Value: RM2.90 bn (100-bar avg val: RM3.41 bn) Market Breadth: ⬆️533 ⬇️569 Crude Palm Oil: RM4,575 (-RM56, -1.22%) Dow Futures: 50,935 pts (+79 pts) **Source: M+ Global, Bloomberg **
2 055
17
Good Evening All, After attending NCT Alliance Berhad’s 1QFY26 results briefing, here are our quick take for investors: 📈 Investment Highlights 📌 Structural revenue pivot (70-80% target). As industrial factories carry significantly higher development values than traditional residential properties, management expects industrial contributions to consistently anchor 70-80% of total group revenue moving forward. 📌 Data centre and industrialization trend to drive earnings surge. With Selangor solidifying its status as the nation's secondary choice for data centers right after Johor, NSIP is experiencing a surge in enquiries. Notably, Middle East data center players are actively looking to deploy capacity here, attracted by the park's smart capabilities. Hence, NCT is positioned to experience a major inflection point and a huge jump in earnings over the multi-year development horizon. 📌 World-class Managed Industrial Park (MIP) framework. NSIP is being developed as a highly specialized MIP catering to medium and heavy industries. The ecosystem is backed by a world-class smart command center integrating ESG compliance tools, utilities management, and solar CRESS (Corporate Renewable Energy Supply Scheme) infrastructure. 📌 RCPS structure to prevent share dilution. To fund its rapid landbanking and capital expenditure without hurting minority shareholders, the group is utilizing Redeemable Convertible Preference Shares (RCPS), effectively preventing immediate common share dilution. 📌 Recurring income stream. NCT is expected to benefit from recurring income stream through its Centralized Labor Quarters (CLQ) at NSIP and industrial asset leasing. 🏗️ Project Updates 📌 NSIP Phase 1 & 2 commercial traction. The NCT Smart Industrial Park (NSIP) continues to outperform, with Phase 1 achieving around 80% sales rate. Phase 2 earthworks are fully completed and actively being marketed, with management currently in advanced negotiations for a potential bulk purchase by customer. 📌 NCT Innosphere (Kedah-Thailand cross-border play). Expanding its economic footprint northward, the group is establishing the "NCT Innosphere" economic zone spanning Kedah and Thailand. This strategic corridor is designed to capture high-growth cross-border trade activities moving forward. 📌 East Malaysia residential pipeline. Secured a 51% stake in Setara Juara to develop Ion Marina Bay in Putatan, Sabah. This 250-acre mixed waterfront project brings a RM3.4bn GDV pipeline over 9 years, capitalizing on the RM442.3m Kota Kinabalu International Airport expansion. 💡M+ Global View We favour NCT Alliance Berhad as it undergoes a massive structural re-rating from a domestic residential player into a premium, tech-driven industrial powerhouse. We like the group based on the following core catalysts: (i) the scalability of NSIP, where Phase 1 is already around 80% sold and Phase 2 is positioned for a bulk sale, (ii) its sweet-spot location in Selangor, capturing high-value Middle East data center demand as the state becomes a primary data center alternative to Johor, and (iii) the creation of the NCT Innosphere to monetize rising cross-border trade in the north. With a robust ESG-compliant Managed Industrial Park framework, a defensive capital layout via RCPS to prevent dilution, and an impending earnings surge backed by Malaysia’s AI and industrialization wave, NCT represents a compelling high-growth narrative moving forward. M+ Global Research Team 9 June 2026
1 750
18
M+ Global Market Update – 09Jun26 Spotlight on Apple Following WWDC 2026 US: With the halt in Iran–Israel attacks and President Trump demanding a ceasefire between both nations, we believe the technical rebound on Wall Street will continue, provided there are no violations of the ongoing truce. Meanwhile, after facing criticism for lagging behind in the AI arms race for some time, we believe the spotlight will turn to Apple, as it has just kicked off its annual Worldwide Developers Conference (WWDC 2026), showcasing its AI catalysts for the future; these include (i) a multi-year deal with Google Gemini to power its heavy-duty Siri cloud reasoning and (ii) iOS 27 extensions that allow users to plug third-party AI chatbots directly into its operating system. Technically, Apple has now retraced toward its EMA20. MY: Tracking the rebound on Wall Street, we believe it may spillover to the local bourse today. Meanwhile, with the weakening of the MYR toward the 4.07 level against the USD, we expect buying interest to be sustained in export-oriented sectors such as gloves, where TOPGLOV and HARTA are pending breakouts. Furthermore, with SUMTECH securing an impressive IPO oversubscription rate of 110.5x, we believe sentiment will bode well for cleanroom peers such as ICENTS, which formed a bullish pattern yesterday. Lastly, bakery producer and distributor HSSBAKERY (M+ TP: RM0.23) will close its IPO applications today. Stocks to watch: Plantation: SDG, SWKPLNT, *UTDPLT*, *WTK* Technology: ECA, *MCLEAN*, VITROX Construction: *CHB*, *HEGROUP*, *PWRWELL* Gloves: HARTA, *TOPGLOV* Chemical: PCHEM Conglomerate: HAPSENG **Source: M+ Global**
3 946
19
M+ Morning Market Buzz - 9Jun26 Dow Jones: 50,786.01 pts (-80.77pts, -0.16%) ⬆️ Resistance: 52700 ⬇️ Support: 49700 FBM KLCI: 1,679.52 pts (-13.91pts, -0.82%) ⬆️ Resistance: 1740 ⬇️ Support: 1640 HSI Index: 24,657.06 pts (-304.89pts, -1.22%) ⬆️ Resistance: 26600 ⬇️ Support: 24000 Crude Palm Oil: RM4,575 (RM0, 0.00%) ⬆️ Resistance: 4790 ⬇️ Support: 4440 Brent Oil: $94.25 (+$1.16, +1.25%) ⬆️ Resistance: 101.00 ⬇️ Support: 90.90 Gold: $4,330.17 (-$8.68, -0.20%) ⬆️ Resistance: 4640 ⬇️ Support: 4190 Source: Bloomberg, M+ Global
3 068
20
M+ Global Market Wrap - 8Jun26 FBM KLCI: 1,681.86 pts (-11.57pts, -0.68%) The FBM KLCI (-0.82%) closed lower at 1,679.52 pts, lead by technology stock sell-off following the spillover of Nasdaq selldown into the local bourse. The market breadth was negative, with 340 winners against 916 losers. Sector wise, Plantation (+0.62%) outperformed, led by SDG (+11.0 sen) and IOICORP (+3.0 sen) , while Property (-3.54%) declined the most. Top 3 Active stocks: ZETRIX (0138): RM0.820 (-0.5 sen) TFP (0145): RM0.055 (+2.5 sen) TOPGLOV (7113): RM0.845 (+3.0 sen) Top 3 Gainer stocks: CEPCO (8435): RM3.99 (+65.0sen) IDEAL (9687): RM4.10 (+30.0sen) PJBUMI (7163): RM3.43 (+18.0sen) Top 3 Loser stocks: NESTLE (4707): RM92.00 (-228.0sen) MPI (3867): RM45.50 (-130.0sen) PETDAG (5681): RM18.60 (-64.0sen) Volume: 3.48 bn (100-bar avg vol: 3.26 bn) Value: RM2.92 bn (100-bar avg val: RM3.41 bn) Market Breadth: ⬆️340 ⬇️916 Crude Palm Oil: RM4,554 (+RM13, +0.29%) Dow Futures: 50,752 pts (-184 pts) **Source: M+ Global, Bloomberg **
2 576