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Showing posts with the label E&E exports

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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.

Malaysia’s August Exports Up 1.9%, Surplus Widens on E&E Strength

Malaysia’s export growth slowed sharply in August but still managed to stay positive, driven by resilient demand for electrical and electronic (E&E) products. Market Snapshot Exports : +1.9% YoY (July: +6.5%), below consensus +3.0%. Imports : –5.9% YoY (July: +0.6%), steepest drop since Sept 2023. Trade surplus : RM16.1b (July: RM14.6b), beating forecasts. Total trade : –1.9% YoY, lowest in 20 months. Key Drivers E&E exports : +10.1% (July: +22.5%), making up 42.2% of total exports. Weak spots : Crude petroleum (–28.8%), petroleum products (–17.6%), LNG (–2.6%). Bright spots : Palm oil & related products rebounded +9.7%; agriculture overall +4.5%. Regional flows : US: –16.7% (sharpest in 20 months, hit by tariffs) China: +10.4% (supportive) Singapore: +2.7% (slower) Taiwan: +32.7% (slowed from prior surge) Imports Breakdown Retained imports : –12.4% (2nd straight month of decline). Intermediate goods : –16.8% Consumption goods : –8.9% Capital goods : +11.0% (July: +20.3%) O...

Malaysia’s E&E Exports on Track for New Record, But Tariff Risks Loom

Malaysia’s electrical and electronics (E&E) exports are on course to surpass the  record RM601.2 billion in 2024 , underpinned by strong semiconductor demand, despite uncertainties over potential  US tariffs of up to 100%  on chip imports. From  Jan–July 2025 , E&E exports rose  17.3% YoY  to RM391 billion, with July alone contributing RM63 billion, up 23% YoY. Semiconductors accounted for RM437.5 billion of 2024’s exports, with RM56.2 billion bound for the US. Industry Views: AI Boom vs Policy Uncertainty Malaysia Semiconductor Industry Association (MSIA) president  Datuk Seri SH Wong  noted that exports could beat 2024 levels, barring policy shocks: “The sector could do better than 2024… However, the threat of 100% tariffs on semiconductors from countries without US chip production plans has introduced uncertainty.” The AI-driven boom is expected to fuel  11.2% global semiconductor growth in 2025 , benefiting Malaysia as a key suppl...