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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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Oracle Surges on Cloud Boom and TikTok Optimism


Oracle's stock soared nearly 4% after a wave of bullish analyst upgrades, strong cloud momentum, and speculation over TikTok’s future in the U.S.

Key Drivers Behind Oracle's Rally

  • Stifel upgraded Oracle to “Buy”, highlighting:

    • Aggressive capex into AI infrastructure and cloud

    • Strong remaining performance obligations (RPO) growth of +41% YoY

    • Forecasted cloud revenue growth of ~38% annually over the next 2 years

    • New price target: $250 (up from $180)

  • Cloud Boom Ahead: Oracle expects cloud revenue to hit $46.5B by FY2027, accounting for 100% of company revenue growth in that period.

  • OpenAI & AI Workloads: Oracle’s partnership with OpenAI and focus on generative AI infrastructure bolsters long-term confidence.

  • $30 Billion Deal: Oracle revealed a new cloud agreement that could generate $30B annually starting FY2028, according to a regulatory filing.

Analyst Optimism Builds

  • Mizuho Securities sees potential for Oracle to raise its FY2029 revenue goal beyond $104B, calling it a major stock catalyst.

  • They emphasized Oracle’s cost management efficiency and shift toward physical infra investments over manpower to scale growth.

TikTok Factor: Oracle May Benefit

  • Trump revealed that “very wealthy people” are ready to buy TikTok.

  • Oracle could be a key beneficiary if TikTok remains operational under new U.S.-based ownership since TikTok already uses Oracle Cloud Infrastructure.

  • A non-AWS/Azure buyer would likely keep TikTok as a major Oracle client.

Summary

Oracle is entering a hyper-growth phase, driven by cloud dominance, AI momentum, and a potential long-term windfall from TikTok. Analysts are bullish, upgrades are in, and investors are eyeing $250+ targets.

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