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Market Daily Report: Selective Buying Of Defensive Stocks Lifts Bursa Malaysia Higher At Close

 KUALA LUMPUR, July 29 (Bernama) -- Bursa Malaysia rebounded to close higher on Wednesday on selective buying of defensive stocks after a volatile trading session. IPPFA Sdn Bhd director of investment strategy and country economist Mohd Sedek Jantan said consumer products and services stocks lifted the key index higher, overcoming lingering geopolitical concerns. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 3.08 points to 1,715.56 from yesterday’s close of 1,712.48. The benchmark index, which opened 1.91 points higher at 1,714.39, moved between 1,710.79 and 1,720.59 during the day’s trading. In the broader market, gainers outstripped decliners 550 to 476, while 612 counters were unchanged, 1,129 untraded, and 48 suspended. Turnover rose to 2.96 billion units valued at RM2.48 billion from 2.94 billion units valued at RM2.56 billion on Tuesday.

What Went Wrong: Tanco Crashes as Trading Floor Lifted

  Shares of  Tanco Holdings  plunged sharply after a temporary price floor was removed, triggering a renewed wave of selling pressure. Sharp Sell-Off Resumes The stock fell as much as  40% intraday to 12 sen , its lowest level in nearly  29 months , before recovering slightly. Last traded:  14.5 sen Volume:  284 million shares traded Among the  most active counters on Bursa Malaysia Key trigger:  The lapse of an  exchange-imposed lower-limit floor , which had briefly stabilised the stock. From High Flyer to Collapse Tanco’s recent volatility has been extreme: +600% rally since 2024 Peak market cap:  >RM10 billion (June 2026) Current market cap:  ~RM889 million More than 90% value wiped out in days , marking one of the sharpest reversals in recent Bursa history. What Caused the Volatility? Several factors contributed to the sharp swings: Speculative momentum-driven rally Exchange queries on  unusual trading activity Rapi...

Tanco Crash Wipes Out RM10 Billion: From Market Darling to Freefall

Tanco Holdings  saw its share price collapse  60% in a single day , extending a brutal selloff that erased nearly  RM10 billion in market value  within days. What Happened Stock plunged  60% to 20 sen  (limit-down) Marked  4th consecutive limit-down session Over  205 million shares traded  in heavy selling Key point: One of the sharpest collapses in Bursa history after a massive speculative rally. From Boom to Bust Shares had surged  600% since 2024 Market cap peaked at  ~RM10 billion (June 3) Now dropped to  ~RM1.2 billion This is a classic parabolic rally followed by a rapid unwind. What Triggered the Selloff 1. Insider Trading Activity Raised Concerns Managing director  sold shares near peak prices Bought and sold large blocks within days Mixed insider signals often shake investor confidence. 2. Speculative Momentum Faded Earlier rally driven by: Data centre story (50MW project with China Mobile) Market speculation When...

Tanco’s RM5 Billion Selloff: The Real Question Investors Should Ask

Tanco Holdings Bhd’s sharp correction has erased nearly  RM5 billion in market value , but the more important question for investors is not just  why it fell,  but: "Why did the market price it so highly in the first place?" From Momentum to Reality Check Tanco Holdings Bhd  had surged more than  50% in 2026  prior to the selloff, briefly pushing its valuation above peers like  Sime Darby Property Bhd . Such a sharp re-rating typically reflects: Strong market narratives or expectations Anticipation of  corporate developments or value unlocking Heavy  momentum-driven participation from retail and traders The Core Investment Insight The recent decline suggests the earlier rally may have been driven more by: Positioning and sentiment , rather than Fundamental earnings visibility When expectations rise faster than fundamentals, the downside can be equally aggressive once: News flow fails to materialise Or  uncertainty increases Why This Matt...

关税倒计时压顶,富时隆综指回吐涨幅收低至 1,529.38 点

 在连续两日上涨后,马股周一早盘一度走高,但随着  8 月 1 日美国关税谈判最后期限 临近,投资者趋于谨慎,综指午后回落,最终收低。 截至下午 5 时,富时大马综合指数(FBM KLCI)下跌  4.38 点或 0.29% ,报  1,529.38 点 ,低于上周五收盘的 1,533.76 点。 综指早盘高开 4.29 点至 1,538.05,全日波动区间介于 1,528.34 至 1,539.38 点。 大盘方面,下跌股 554 只,高于上涨股 420 只;另有 488 只持平,1,091 只无交易,43 只暂停交易。成交量升至  30 亿股,总值 23 亿令吉 ,高于上周五的 28.6 亿股、21.6 亿令吉。 市场评论 UOB Kay Hian 财富顾问投资研究主管莫哈末塞迪克指出,大马股市早盘受支撑而上涨,但随着午后谨慎情绪升温,买盘动力不足,综指最终转跌。 “种植与公用事业类股成为少数上涨的板块,显示在外部不确定性加剧的环境下,投资者更倾向布局本地驱动型行业。” 他表示,短期内市场可能维持整理格局,等待马美贸易谈判结果或特朗普总统是否有新的关税消息发布。 Rakuten Trade 股票研究副总裁童柏良补充,综指尾盘跌破 1,530 点与区域走势一致,投资者普遍关注当日稍晚举行的美中贸易会谈。 “目前综指缺乏新催化剂,预计本周将维持  1,510 至 1,540 点 区间震荡。值得关注的是,原棕油期货价格仍高于每吨 RM4,000,这可能带来累积种植股的机会。” 区域市场表现 香港恒生指数涨  0.68%  至 25,562.13 点 韩国 Kospi 涨  0.42%  至 3,209.52 点 新加坡海峡时报指数跌  0.27%  至 4,249.48 点 日本日经 225 指数跌  1.10%  至 40,998.27 点 个股与板块 重量级股中,马银行、CIMB 与 IHH 医疗持平于 RM9.54、RM6.75 和 RM6.66;大众银行跌 4 仙至 RM4.25;国能走低 24 仙至 RM13.36。国油化工涨 8 仙至 RM3.61;雀巢大涨 RM2.50 至 RM88。 活跃股方面,Ekovest 涨 ...

Foreign Funds Return to Malaysia – MAYBANK Sees RM154M Net Inflow; Retail Favors TANCO

  Crosscurrents Persist, But Capital Finds Direction Despite macro headwinds from  Trump’s tariff escalations , weakening U.S. consumer data, and oil volatility, global equity markets posted broad gains last week. In Asia, investor sentiment remained bifurcated:  institutional flows favored safety and policy plays , while  retail flows leaned toward speculative opportunities . Asia Fund Flow Summary (Last 5 Days) Market Net Inflow/Outflow (USD) Key Drivers India +$1.52B Resilient consumption, soft CPI Thailand +$105.5M Dovish central bank tone Malaysia +RM33.2M (USD ~$7M) Reversal after 5-week outflows South Korea -$1.35B Trade tensions, FX risk Philippines -$128M GDP downgrade Vietnam -$112M Slowing exports, FX pressures Malaysia Fund Flow Breakdown Foreigners: Net Buy:  RM33.2M overall Top Picks: MAYBANK:  +RM154M TENAGA:  +RM130.7M WPRTS:  +RM44.5M Locals: Institutions:  +RM142.8M (defensive tilt: Financials, Utilities) Retail:  -RM17...

Tanco and Cosco Shipping Explore Partnership for AI-Powered Port in Port Dickson

Tanco Holdings Bhd's 79%-owned subsidiary, Midports Holdings Sdn Bhd (MHSB), has signed a memorandum of understanding (MOU) with Hong Kong-listed Cosco Shipping Ports Ltd to explore a partnership for operating and managing its proposed smart AI container port in Port Dickson, Negeri Sembilan. Strategic Collaboration The MOU facilitates discussions between the two parties to establish a strategic relationship for the port's operations and management. Cosco Shipping, a globally recognized port logistics provider, is expected to bring its expertise to the project. “The MOU aims to develop a strategic relationship with a reputable and experienced global leader in port logistics for the operation and management of the port project,” Tanco stated in its Bursa Malaysia filing. Development Milestones June 2024: MHSB signed an earlier MOU with CCCC Dredging (Group) Co Ltd, one of the world's largest dredging firms, to assist in port development. January 2024: Malaysia’s Ministry o...