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Market Daily Report: Bursa Malaysia Ends Higher On Bargain Hunting

KUALA LUMPUR, May 22 (Bernama) -- Bursa Malaysia ended higher on Friday as bargain hunting resurfaced following several weak trading sessions.  At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 4.31 points, or 0.25 per cent, to 1,712.67, from yesterday’s close of 1,708.36. The benchmark index, which opened 3.35 points higher at 1,711.71, moved in a narrow range between 1,710.30 and 1,715.71 throughout the session. Market breadth was positive, with gainers outpacing losers 629 to 539, while 540 counters were unchanged, 1,010 untraded and 64 suspended. Turnover rose to 3.68 billion units worth RM3.58 billion compared with 3.49 billion units worth RM3.70 billion on Thursday.
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AI Rally Broadens as Asian Stocks Rise Despite Oil Risks


Asian equities advanced for a second straight session, driven by broadening gains in AI-linked sectors, even as rising oil prices and geopolitical tensions capped upside momentum.

Tech and AI Stocks Lead Regional Gains

The MSCI Asia-Pacific Index climbed 0.8%, putting markets on track for a weekly gain.

Key highlights:

  • Nikkei 225 +2.7% (regional leader)
  • SoftBank Group +13% on Arm-related strength
  • Lenovo hit a 26-year high

The rally reflects continued investor rotation into AI beneficiaries, beyond just leading chipmakers.

AI Theme Expands Beyond Semiconductors

Markets are increasingly pricing in second-order AI beneficiaries, including:

  • Memory and hardware suppliers
  • Robotics and automation players
  • Broader enterprise adoption of AI solutions

This signals a shift from core infrastructure (chips) to downstream applications, supporting a wider range of stocks.

Oil Rebounds, Limiting Market Upside

Energy markets remain a key risk factor:

  • Brent crude rebounded above US$104 per barrel
  • Driven by renewed uncertainty over Iran negotiations and the Strait of Hormuz

While equities remain resilient, elevated oil prices continue to pose inflation risks.

Global Markets Supported by Tech Momentum

  • US futures rose, with Nasdaq 100 +0.4%
  • European equities also pointed higher

The global rally continues to be anchored by AI-driven optimism, helping markets look past geopolitical concerns.

Currency and Commodity Moves Reflect Caution

  • Japanese yen hovered near multi-week lows (~159/USD)
  • Gold declined slightly, indicating reduced safe-haven demand
  • Bond yields remained stable, suggesting no immediate policy shock

Geopolitical Risks Still in Focus

While there are signs of progress:

  • Iran indicated partial alignment with US proposals
  • US officials pointed to encouraging signals for a deal

Uncertainty remains, particularly around:

  • Uranium policy disputes
  • Control and access to the Strait of Hormuz

Investor Takeaways

  • Asian stocks are rising, led by broadening AI-driven gains.
  • The market is rotating into next-phase AI beneficiaries beyond chips.
  • Oil prices above US$100 remain a key inflation and risk factor.
  • Global markets continue to be supported by tech and AI momentum.
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