KUALA LUMPUR, July 29 (Bernama) -- Bursa Malaysia rebounded to close higher on Wednesday on selective buying of defensive stocks after a volatile trading session. IPPFA Sdn Bhd director of investment strategy and country economist Mohd Sedek Jantan said consumer products and services stocks lifted the key index higher, overcoming lingering geopolitical concerns. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 3.08 points to 1,715.56 from yesterday’s close of 1,712.48. The benchmark index, which opened 1.91 points higher at 1,714.39, moved between 1,710.79 and 1,720.59 during the day’s trading. In the broader market, gainers outstripped decliners 550 to 476, while 612 counters were unchanged, 1,129 untraded, and 48 suspended. Turnover rose to 2.96 billion units valued at RM2.48 billion from 2.94 billion units valued at RM2.56 billion on Tuesday.
广告支出大缩水
大马2025上半年广告开支同比下滑28%，仅剩 RM23 亿
数字广告暴跌43%，尤其是 YouTube网页广告，从去年Q4 RM385M大跳水至 RM127M！
究竟发生了什么？
RTM电视台被排除在Nielsen追踪之外，令市场数据失真
网页广告失宠，品牌主纷纷转向App广告、Smart TV、直播电商等新平台
CIMB调降全年广告市场预测至 RM47.2 亿（下调23%）
新趋势正在崛起：
马来西亚人每日花3小时在社交媒体
TikTok & Shopee Live 成为广告主新宠
直播带货崛起，即时互动成为关键武器
尽管短期下滑，数字广告市场预计2027年将恢复年均增长7.4%，达 RM31 亿
媒体行业评级：UNDERWEIGHT（减持）
TV3 / TV9 等传统电视台仍有基本盘
但 The Star、新洲日报等传统纸媒开始力不从心
CIMB建议：传统媒体若不转型（例如：并购 / 区域扩张 / 直播内容），恐将被边缘化！
Money Master 小结：
- 广告预算正大举迁移
- TikTok & Shopee Live 才是品牌主的新战场
- 传统媒体不变则败
Comments
Post a Comment