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Market Daily Report: Bursa Malaysia Ends Higher On US-Iran Peace Talk Optimism

KUALA LUMPUR, April 14 (Bernama) -- Bursa Malaysia ended Tuesday’s trading session higher, in line with gains across regional markets, as sentiment improved on expectations of potential peace talks between the United States (US) and Iran. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 7.60 points, or 0.45 per cent, to 1,688.12 from Monday’s close of 1,680.52. The benchmark index opened 10.44 points higher at 1,690.96 moved between 1,686.06 and 1,694.16 throughout the day.   In the broader market, gainers outpaced losers 663 to 455, while 537 counters were unchanged, 1,061 untraded and 12 suspended. Turnover eased to 2.85 billion units worth RM2.67 billion from Monday’s 2.94 billion units worth RM2.64 billion.
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STI Movers: Sembcorp Leads Gains as Singapore Stocks Stay Cautious

Singapore equities showed mixed performance on Monday, with selective buying in energy and REITs, while broader sentiment remained cautious amid geopolitical tensions and rising oil prices.

STI Movers: Energy and REITs Outperform

Leading the gains was Sembcorp Industries, which rose +1.02% to S$6.96, supported by higher oil prices and energy demand outlook.

Other notable gainers included:

  • Mapletree Logistics Trust  +0.84%
  • Venture Corporation  +0.50%
  • Mapletree Industrial Trust  +0.50%
  • OCBC Bank  +0.49%

The gains highlight defensive positioning, with investors favouring yield and energy-linked names.

Laggards: Property and Cyclicals Under Pressure

On the downside, Hongkong Land led losses, falling -2.10% to S$7.91.

Other decliners included:

  • SATS Ltd  -1.65%
  • Jardine Matheson -1.57%
  • SGX -1.56%
  • Yangzijiang Shipbuilding -1.49%

Weakness in cyclicals reflects concerns over global growth and trade disruptions.

REITs Mixed: Yield Plays Gain Selectively

Among REITs, performance was mixed:

Top Gainers:

  • Far East Hospitality Trust +2.61%
  • NTT DC REIT +2.15%
  • Sasseur REIT +1.55%

Top Losers:

  • First REIT  -4.08%
  • IREIT Global -2.00%

This divergence suggests selective rotation within yield assets, depending on sector exposure and risk perception.

Top-Traded Stocks: Banks Dominate Activity

Trading activity was led by Singapore’s banking sector:

  • DBS Group +0.30%, with S$203.4M turnover
  • OCBC Bank  +0.49%
  • UOB  +0.08%

Banks remain key liquidity drivers, benefiting from stable earnings outlook and higher rate environment.

Market Context: Defensive Positioning Amid Uncertainty

The session reflects a broader theme of:

  • Cautious sentiment amid geopolitical escalation
  • Rotation into defensive sectors (energy, REITs, banks)
  • Continued pressure on cyclical and trade-sensitive stocks

Investor Takeaways

  • Sembcorp led gains, supported by rising oil prices and energy demand.
  • Property and cyclical stocks declined, reflecting macro uncertainty.
  • REITs showed mixed performance, with selective buying in yield plays.
  • Banking stocks dominated trading activity, indicating strong investor interest.
  • Markets remain defensive and headline-driven, with geopolitics a key catalyst.
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