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Market Daily Report: Selective Buying Of Defensive Stocks Lifts Bursa Malaysia Higher At Close

 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.
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India’s E-Commerce Stocks Outperform on Profitability Hopes — Even as China’s Falter

India’s quick-commerce champions are riding a bullish wave, with Swiggy and Eternal Ltd. outpacing benchmarks and regional peers over the past month, supported by strengthening fundamentals, first-mover advantages, and improving investor sentiment.

Stock Scorecard (Past 30 Days):

  • Swiggy Ltd. +20% 🚀

  • Eternal Ltd. +11%

  • Nifty 100 < trailing behind

  • China’s Meituan & JD.com ↓ $70B market cap loss since March

What’s Fueling the Surge?

  1. Profitability Now in Sight
    After aggressive expansion and deep discounting, key players like Swiggy’s Instamart and Eternal’s Blinkit are now scaling back on costs and zeroing in on monetization. Analysts say losses may have already peaked.

  2. First-Mover Advantage Still Intact
    Despite heavyweight entrants like Amazon and Flipkart, incumbents control 88% of India’s quick-commerce market, with dense networks of “dark stores” and optimized delivery logistics.

  3. Shift in Strategy
    Companies are:

    • Raising average order values

    • Charging delivery and handling fees

    • Focusing on value-add services

This margin discipline is being rewarded by the market — especially with buy ratings on Swiggy at their highest since listing.

Contrast: China’s Price War Drags On

While India’s players scale toward profitability, Chinese counterparts are still bleeding market value:

  • Meituan & JD.com under pressure from a brutal price war.

  • Investor confidence shaken; capital rotation favors India.

MoneyMaster Take

India’s quick-commerce story is entering a new phase: scale + profitability. Investors betting on sector leaders — Swiggy, Eternal, Zepto — are buying into:

  • a growing TAM ($100B market by 2030)

  • positive operating leverage

  • superior execution vs global peers

Investment Watchlist

  • Swiggy (SWIGGY.IN): Momentum strong; sentiment turning; eyes on path to profitability.

  • Eternal (ETERNAL.IN): Blinkit’s lead intact, but valuation rich — needs continued margin gains.

  • Zepto (Unlisted): IPO buzz may rerate the sector; potential capital shift incoming.

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