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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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Navitas Slides 17% After Weak Q3 Outlook Despite Beating Q2 Estimates

Earnings Recap | NVTS.US

Navitas Semiconductor beat Q2 revenue estimates, pulling in $14.49M (vs. expected $14.38M) with an adjusted loss of $0.05/share, in line with forecasts. The company ended the quarter with a healthy $161.2M in cash.

CEO Gene Sheridan remained optimistic:

"We're sharpening our focus on AI data centers and energy infrastructure, building on our NVIDIA collaboration."

The Catch: Q3 Guidance Shock

Despite Q2 strength, Q3 revenue guidance came in well below expectations:

  • Forecast: $9.5M–$10.5M

  • Street Expectation: $15.67M

Shares sank 17% after hours, trading at $6.70, as investors reacted to the gloomy outlook.

What's Dragging Guidance?

  • China tariff risks

  • A more selective mobile strategy

  • Industry-wide headwinds in the semiconductor space

CEO Vision Ahead

Navitas plans to move beyond mobile into a broader GaN and SiC market, particularly in AI-powered data centers and critical energy infrastructure.

“We created a new market for GaN mobile chargers. Now we aim bigger.”

Takeaway

Navitas may have beat Q2 expectations, but investors weren’t sold on the future outlook. With Q3 guidance slashed, the stock is feeling the heat. Still, its pivot toward AI infrastructure and deep cash reserves suggest longer-term potential — if management can deliver.

Risks Ahead

  • Tariff-related demand shifts from China

  • Slower-than-expected adoption in AI and energy sectors

  • Volatility in the mobile device market

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