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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.

BNM's Rate Cut to Squeeze Margins of Smaller Banks

Malaysia’s recent  interest rate cut  will likely hurt  smaller banks the most , according to analysts, due to their heavier reliance on  interest income from loans  compared to larger, more diversified peers. Banks Most at Risk: Bank Islam Malaysia (BIMB) Alliance Bank Malaysia (ABMB) Both are highly exposed due to a large share of  floating-rate loans . Alliance Bank, for example, has  84%  of loans under variable rates, making it especially vulnerable to margin compression. Why Smaller Banks Are Feeling the Pinch: Lower Overnight Policy Rate (OPR)  reduces  net interest margins (NIMs) . Interest on  floating-rate loans drops immediately , but  deposit rates adjust more slowly . Fierce deposit competition  keeps pressure on interest expenses. Reduced operating leverage  and  less income diversification  make smaller banks more sensitive to rate cuts. Analyst Adjustments: Public Investment Bank  slashe...