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Market Daily Report: Bursa Malaysia Ends Higher On Blue-Chip Buying, Tracks Most Regional Markets

KUALA LUMPUR, July 31 (Bernama) -- Bursa Malaysia ended higher on Friday as investors continued to accumulate blue-chip stocks in line with stronger performances across most regional markets. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 4.50 points to 1,724.90 from yesterday’s close of 1,720.40. The benchmark index opened 0.83 of a point higher at 1,721.23, and moved between 1,715.67 and 1,730.12 throughout the day. The broader market was positive with gainers outpacing losers 707 to 402, while 547 counters were unchanged, 1,085 untraded and 56 suspended. Turnover expanded to 3.03 billion units valued at RM3.56 billion from 2.49 billion units valued at RM2.25 billion on Thursday.
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Lenovo Rallies as Technicals Turn Bullish; Analysts See 24.7% Upside

 Stock Snapshot

  • Current Price: HKD 10.60

  • 52W High/Low: HKD 13.60 / 6.57

  • Market Cap: HKD 131.5B

  • Forward P/E: 11.47x

  • Dividend Yield: 4.0%

  • YTD Return: +3.2%

  • Analyst Consensus: ★★★★★ (31 Buy / 4 Hold / 0 Sell)

  • Target Price: HKD 13.22 → +24.7% Upside

Technical Outlook: Momentum Building

Lenovo closed with a long white candle on strong volume, breaking out of consolidation and above both 20- and 50-day EMAs — confirming a bullish near-term trend.

  • A breakout above HKD 10.70 would confirm further momentum.

  • EMA crossover and widening gap suggest increasing positive strength.

📈 “BUY with 24.7% upside and strong technical indicators,” – Rakuten Research

Fundamentals & Growth

  • Revenue Forecast:

    • FY2025: HKD 530.3B

    • FY2026: HKD 591.2B

    • FY2027: HKD 635.0B

  • Net Profit Forecast:

    • FY2025: HKD 11.47B

    • FY2026: HKD 12.50B

    • FY2027: HKD 14.46B

    • 3-Year Net Profit CAGR: +13%

  • Net Margins: ~2.3%

  • Free Float: 54%

Business Overview

Lenovo develops, manufactures, and distributes intelligent devices, including:

  • Laptops, desktops, tablets, accessories

  • Servers, storage, data center equipment

  • Infrastructure & software solutions

The group serves customers globally, riding long-term demand across consumer tech and enterprise IT.

Takeaway

Lenovo’s recent breakout and strong analyst backing reflect rising investor confidence in its profit recovery and global positioning, particularly as it leverages growth in AI-driven infrastructure and enterprise solutions.

With a healthy dividend yield and clear technical breakout, Lenovo could be on track for a sustained rally — if momentum above HKD 10.70 holds.

Risks to Monitor

  • Geopolitical exposure to global supply chains

  • Currency fluctuations (USD/HKD, RMB)

  • Margin pressure from cost inflation or pricing competition

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