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Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.
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SAP Stumbles Slightly in After-Hours – But Here’s Why I’m Not Panicking

SAP (NYSE: $SAP) just dropped its Q2 report — and the market didn’t love it.

  •  The Numbers:
  •  EPS: €1.50 (beat est. €1.43)
  •  Revenue: €9.03B (missed est. €9.09B)
  •  ADR Reaction: Down 3.4% in after-hours.

So… what’s the story here? Why the red?

My Take: Beat on Profit, Missed on Growth — Market Wants Both

Investors were primed for perfection, especially after SAP’s 25% YTD gain (vs S&P’s 7.5%). While EPS exceeded expectations, the slight revenue miss spooked short-term holders, especially with AI and cloud hype already priced in.

Remember: high expectations = low room for error.

 What I’m Watching

  1. AI & Cloud Migration: SAP is still aggressively transitioning clients to the cloud. That’s expensive upfront — but profitable long-term.

  2. Tariff Watch: With Trump’s renewed tariffs, will enterprises tighten IT budgets? If so, that could drag on SAP and peers like $MSFT, $NOW, and $GOOGL.

  3. Sector Sentiment: SAP kicks off software earnings season. How the others perform could either validate this pullback — or make it a buying opportunity.

My Verdict: Not a Sell — It’s a Setback

  • Not trimming just because of a minor revenue miss.
  • Long-term story remains: enterprise transformation through AI + cloud.
  •  I’ll consider adding if the dip deepens post-market overreaction.

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