MONEY MASTER

  马股全天走势平淡，KLCI略跌至1,524点 KLCI收报：1,524.59点（跌1.27点） 全天波动区间：1,520.02 至 1,526.46 市场情绪偏空：607只下跌股 vs 342上涨股 尽管亚洲其他市场情绪乐观，马股却表现疲软。分析师认为，投资者资金正流向香港与中国股市。 投资者为何谨慎？ 外资与散户持续抛售，采取 观望策略 MACC数据中心招标调查引发初步担忧 不过， 科技、工业、电讯等板块表现坚挺 ，未见全面抛售 UOB分析师：  “相关个股虽受影响，但整体市场未现扩散性抛压，说明基本面依旧稳健。” 哪些股票受到关注？ 重量股表现： Maybank / Tenaga Nasional：持平 CIMB：涨1仙至 RM6.52 IHH：涨6仙至 RM6.63 Public Bank：跌1仙至 RM4.30 热门股亮点： SunCon：暴跌49仙至 RM5.49（或受数据中心事件影响） NexG：涨1仙至 50.5仙 Pharmaniaga：涨6.5仙至 22仙 Tanco：跌0.5仙至 90.5仙 板块表现速览： 工业产品：+0.26点 能源：+0.37点 金融服务：-34.42点 种植业：-20.85点 成交量概况： 总成交量： 35亿股，RM26.8亿 主板成交额： 13.8亿股，RM22.7亿 权证市场交易升温： 17.5亿股，RM2.65亿 ACE市场略降： 3.63亿股，RM1.47亿 Money Master 快评： 当前市场进入“ 谨慎等待区 ”： ✅ 数据中心相关股仍有韧性 ✅ 投资者关注MACC调查是否蔓延 ✅ 外资持续调仓，散户情绪影响显著 ✅ KLCI短期支撑位仍守在1,520点之上 操作建议：  精选防守型龙头股，留意MACC动向与本周即将公布的通胀/数据中心新进展。

Bursa Malaysia recorded a robust foreign net inflow of  RM303 million  in the week ending July 4, marking the  second consecutive week  of foreign buying and the strongest since mid-May, according to MIDF Amanah Investment Bank Bhd. This represents a  ninefold surge  from the RM33.2 million net inflow recorded the week before. Foreign investors were  net buyers on four out of five trading days , with Thursday leading the momentum at  RM112.6 million , followed closely by Tuesday’s  RM106.8 million  inflow. The only exception was Friday, which posted a  minor net outflow of RM6 million . Sector Rotation: What Foreign Investors Are Buying and Selling Top 3 Sectors with Highest Net Inflows: Utilities:  RM419.3 million Industrial Products & Services:  RM182.8 million Transportation & Logistics:  RM98.2 million Top 3 Sectors with Highest Net Outflows: Healthcare:  RM177.0 million Telecommunications & Media...

Malaysia Market Overview (🇲🇾) Bursa Malaysia extended its recovery trajectory, with the benchmark  FBM KLCI climbing back above the 1,550 level , closing at  1,550.19 as of July 4 . The rebound was buoyed by  continued domestic political stability ,  easing U.S.-China trade tension , and  resilient foreign inflows . Weekly foreign net buying surged to  RM302 million , significantly higher than the RM33.02 million recorded the week prior. However,  year-to-date outflows remain steep at RM11.835 billion , indicating lingering investor caution. Attention is now shifting to the  July 9 deadline  for the United States’ 90-day reciprocal tariff reviews. Investors are closely monitoring updates and diplomatic signals as  tariff letters  are expected to be dispatched to trade partners. On a brighter note,  Prime Minister Anwar’s official visit to France  yielded  over RM4 billion in potential investments and  RM675 mil...

Shares of Malayan Flour Mills Bhd (KL) dropped to their lowest level in more than five months on Wednesday after the company announced it would not receive a second earnout payment from a previously announced stake sale. The stock fell 7.7% or 5.5 sen to 65.5 sen , its lowest price since May 2024 . As of 9:25 a.m. , the stock had partially recovered to 67.5 sen , with a market capitalization of RM836 million . Trading volume reached 4.8 million shares at that time. This decline reflects investor concerns over the impact of the missed earnout payment on the company's financial outlook. Source: theedgemalaysia

Genting Malaysia Bhd (KL): The company's US subsidiary, Genting Americas Inc , is involved in a US$600 million lawsuit filed by RAV Bahamas Ltd. The complaint relates to operations at Resorts World Bimini in the Bahamas. Genting Malaysia has called the lawsuit baseless and is defending its position in court. Mr DIY Group (M) Bhd (KL): Bee Family Ltd , the largest shareholder of Mr DIY, sold 71.7 million shares , reducing its stake to 50.11%. The shares were sold for RM149.37 million in a direct business transaction. Capital A Bhd (KL): Shareholders approved the RM6.8 billion sale of its aviation business to AirAsia X Bhd (KL). This includes the distribution of 73.33% of AAX shares to Capital A’s shareholders. The approval came with 99.97% voting in favor of the disposal and share distribution. Sungei Bagan Rubber Co (Malaya) Bhd (KL): The company proposed a dividend of eight sen per share for FY2024, comprising a two-sen final dividend and a six-sen bonus dividend. Add...

Maintain Outperform with unchanged SOTP-derived TP of RM1.80.  WCT Holdings WCT Holdings Berhad , via its joint-venture with KKB Engineering Berhad, secured one of the Pan Borneo packages worth RM1.29bn. This job win, which is the Group’s first in FY16, is expected to take 51 months from now to complete. WCT owns 30% of the JV, with the remaining owned by KKB Engineering Berhad. As such, its net stake of c.RM390m is within our replenishment rate of RM2bn p.a. for the Group. This job win is estimated to raise the Group’s outstanding orderbook to RM4.8bn. ensuring earnings visibly for the next few years. Maintain Outperform with SOP-derived TP of RM1.80. RM1.29bn Pan Borneo Package . The scope of works, among others includes upgrading of Pan Borneo Highway in Sarawak which involving Phase 1, spanning from Sungai Arip Bridge to Bintulu Airport junction. The works are including piling works, civil works which includes demolition & site clearance, earthworks, geotechni...

FBM KLCI closed 2.02 points higher If you have been following the Bursa Malaysia, you would probably be disappointed almost the entire day until the closing. The FBM KLCI was basically heading south the entire day before it turns green during the closing period. FBM KLCI rose 2.02 points or 0.1% after China's state margin lender resumed short-term loans and reduced borrowing cost for brokerages. Investors take margin loans to invest in shares or funds. At 5pm, the KLCI closed at 1,718.36 points. The index erased losses at the 11th hour, after falling to an intraday low at 1,707.11. In China, the Shanghai Composite rose 2.15%, while Hong Kong's Hang Seng added 0.06%. Japanese share markets were closed for a public holiday. Reuters  reported that China financial stocks such as brokerages led indexes higher, with the CSI300 financial sub-index gaining 3.3%. On Bursa Malaysia, 2.01 billion shares, worth RM2.05 billion, exchanged hands. Gainers outnumbered d...

FBM KLCI jumped 13.15 points to close at 1,716.34 The FBM KLCI saw a strong trading day today as the market jumped 13.15 points to close at its intraday high of 1,716.34.  The uptrend was in line with the regional market after the US Fed decided to keep rate on hold. The decision, reached at a two-day Federal Open Market Committee (FOMC) meeting that begun on Tuesday, resulted in renewed investor confidence in emerging markets. Across the regional market, Hong Kong's Hang Seng index was up 167.82 points or 0.82%, South Korea's KOSPI rose 4.13 points or 0.21%, and Singapore's Straits Times Index gained 15.07 points or 0.52%. Japan's Nikkei 225, however, was down 211.57 points or 1.25% while the Stock Exchange of Thailand slipped 0.43 points or 0.03%. According to Reuters, Asian shares edged higher on Friday as oil touched a 2016 high. Today, FBM KLCI saw 2.03 billion shares, valued at RM2.98 billion, traded. There were 538 gainers against...

Good news for the Malaysian market today as the benchmark index was up above the 1,700 point level at the midday break. At midday, FBM KLCI was at 1,704.51 At 12.30pm, the FBM KLCI was up 11.08 points to 1,704.51.  Gainers led losers by 396 to 282, while 321 counters traded unchanged. Volume was 962.89 million shares, valued at RM1.02 billion. The top gainers included Nestle (M) Bhd, British American Tobacco (M) Bhd, Scientex Bhd, Kuala Lumpur Kepong Bhd, Panasonic Malaysia Manufacturing Bhd, Batu Kawan Bhd, Ta Ann Holdings Bhd, Petronas Gas Bhd, CIMB Group Holdings Bhd, TAHPS Group Bhd, MISC Bhd and Genting Malaysia Bhd. The actives incuded Inix Technologies Bhd, APFT Bhd, EKA Noodles Bhd, Chin Hin Group Bhd, Vivocom International Holdings Bhd, Ranhill Holdings Bhd and CIMB. The losers included Hap Seng Consolidated Bhd, Huat Lai Resources Bhd, Ajinomoto Malaysia Bhd, Globetronics Technology Bhd, Lingkaran Trans Kota Holdings Bhd, Syarikat Takaful Malaysia Bhd, Powe...

Maintain Hold with unchanged target price (TP) of RM0.210 Scomi Energy Services Bhd Highlights Following are the salient points from analyst briefing on last Friday. Oilfield revenue was up QoQ due to stronger chemical sales to Indonesia and Turkmenistan. On the other hand, weaker drilling activities in Malaysia, Thailand, Myanmar and Vietnam had partially offset the positive impact. Overall, drilling activity was down significantly YoY with Drilling Fluid (DF) rig count declining by 37% to 34 rigs in Dec 15 since beginning of Jan 15. Cost-cutting initiative by the group started to bear fruit with its OPEX down to RM37.9m (-18%) in Q3FY16. The group expects to bring the costs down further through more outsourcing of non-core business functions (i.e. warehousing or logistics) and this would put the group in a stronger position to weather the current downturn in the O&G industry. Marine segment is expected to continue registering losses for the time being as majority of i...

Downgrade to Underperform from Outperform with lower Target Price (TP) of RM0.80 Bumi Armada Bhd NEWS Last Friday, Bumi Armada Bhd (ARMADA) announced that it has received a Notice of Termination from its client Woodside Petroleum Ltd (Woodside) to terminate Armada Claire, the Floating Production Storage and Offloading (FPSO) unit, which has been operating at the Balnaves oilfield, north off Australia since first oil delivery in August 2014.  ARMADA states that the Notice of Termination is not valid and tantamount to a cancellation of convenience or a repudiation of contract, which is entitled for compensation. Hence, it intends to initiate legal proceedings against Woodside.  Recall that the contract is worth USD457m under a fouryear period expiring at 2018 with an option to extend up to 2022.  COMMENTS We were negatively surprised by this news having been guided that all the operating FPSOs are still intact during the 4Q15 analyst briefing last m...

The market is responding to the seemingly stable and higher crude oil prices. Regionally across Asian, the market has been on the uptrend, except for South Korea. According to Reuters, Japan's Nikkei 225 closed up 0.32%, while Hong Kong's Hang Seng added 1.18%. As for the Bursa Malaysia, the FBM KLCI rose higher by 4.29 points to close at 1,692.49 points, unable to break the 1,700 level. FBM KLCI At Bursa Malaysia, the bourse saw 1.78 billion shares, worth RM2.16 billion, traded. Decliners led gainers by 463 to 334. Although the KLCI rose, the FBM Small Cap Index fell 17.77 points or 0.12% to 15,249.690, on profit taking. Bursa's top gainers included banking stocks like Public Bank Bhd, CIMB Group Holdings Bhd, Hong Leong Financial Group Bhd and AMMB Holdings Bhd. Top decliners included British American Tobacco (M) Bhd, Petronas Dagangan Bhd and Kuala Lumpur Kepong Bhd. Meanwhile, the most active counters included AirAsia X Bhd and AirAsia Bhd. Both...

FBM KLCI closed down 0.67 points It's quite unbelievable. With the "news" of the meeting and the freeze in oil, FBM KLCI seems to have found the light at the end's tunnel but it doesn't last. The market started on a high note, climbing to a high of 1,669.02 points in a volatile trade before closing marginally lower at 1664.32, down by 0.67 points from previous close. The Russia and Saudi effect on oil prices doesn't last as speculation is that Iran will not join in the deal to freeze output at January levels. The oil prices dropped, reversing gains earlier in the session as the concern remains that oil's oversupply is here to stay if Iran were not part of the deal. Brent crude was down 31 US cents at US$31.87 a barrel by 0739 GMT, after settling down US$1.21 in the previous session. It had climbed to US$32.83 a barrel in early trade on Wednesday. US crude fell 25 US cents to US$28.79 a barrel, after trading for much of the Asian session...

It's the first Monday of 2015 and the market is already showing where it's going....DOWNTREND. FBM KLCI dropped 16.15 points as at 5pm today As the crude oil price continued to remain sluggish and the introduction of base rate, FBM KLCI responded in similar fashion, with a drop of 0.92% to close at 1,736.620 points. Oil price hit a 5 1/2 year low while Ringgit slump continued. Below are the top 10 gainers, top 10 losers and top 10 active for the day: Among the Top 10 Gainers are Panasonic, Hong Leong Bank, F& N, Carlsberg... Among the Top 10 Losers are British American Tobacco (BAT), Public Bank, PIE Industrial Bhd The most active counter for the day is Minetec With the oil prices and the Ringgit devalued even further, investors tend to get jittery about the possibility of another crisis happening, similar to what happened in 1998 although there are others who are optimistic about the future prospect in Malaysia and that the downtren...

FBM KLCI kick off the year with a decline of 8.48 pts to close at 1,752.770. FBM KLCI started the year 2015 with a slight drop The drop is about 0.48% as the oil price downtrend seems to continue. Brent crude continues to trade at sluggish levels of US$57 per barrel.  The top gainers for the day are as follow: Nestle Bhd close at 68.88, up 0.038, Lafarge Malaysia Bhd increase 0.3 to close at 10.06, Hong Leong Financial Group Bhd up by 28 cents to 16.80 while Allianze also by 28 cents to 11.70. Below is the top 10 gainers for the day: Top 10 Gainers On the other end, leading the top losers are British American Tobacco with a decrease of RM1.10 to close at RM64, Kuala Lumpur Kepong dropped about 80 cents to RM22, DanaInfra Retail Sukuk also drop 80 cents to RM100. Below are the TOP 10 Losers of the day. Top 10 Losers Below are the top 10 Active counters for the day: According to report from TheEdge, investors are still cautious as c...

As Brent crude oil prices hit a five and a half year low of nearly US$57 per barrel and the ringgit hit a near five year low of 3.5027 to the dollar, the FBM KLCI also slips 0.09% today and closes at 1,766.830. FBM KLCI closes at 1,766.830 There were 382 gainers against 402 decliners, while 304 counters remained unchanged. In our post earlier on the oil price slump , we were of the opinion that Bursa Malaysia would follow suit as per the declining trend of the oil price as we see a sharp drop. Today's top gainers: Hong Leong Capital Berhad, British American Tobacco Bhd and Apex Healthcare Bhd. The top decliners: Multi-Usage Holdings Bhd, Press Metal Bhd, and Aeon Co. Bhd. Hubline Bhd was the most actively traded stock for today. While the oil price dropped about 1%, the FBM KLCI only decline slightly at about 0.09%. This is most likely because of the support from the  local institutional investors. The holiday season also contribute to one of the re...

FBM KLCI continued to inch slightly higher, as the market closed at 1,768.41 points, up by 3.97 points.  Market closed slightly higher This happened despite the fact that the oil prices continued to remain sluggish while the ringgit remains weak. Among the top gainers are Asia File Corporation Bhd, Ibraco Bhd and Kuala Lumpur Kepong Bhd (KLK). On the other hand, Dutch Lady Milk Industries Bhd, Syarikat Takaful Malaysia Bhd and AirAsia were the top decliners.  As expected, AirAsia was also the top active counter today as the AirAsia Flight QZ8510 went missing . Many analysts are looking at AirAsia and expect to see some price weakness with the latest news.  The oil prices remained sluggish although it appeared to have stabilize while the ringgit seems to have near its bottom. It is important to note that the market lack of movement could be due to the holiday season. Many analysts are expecting to see the year end window dressing. Regionally...

It has been a rather frustrating week for Bursa Malaysia...the negative sentiments of the lower oil prices, weaker Ringgit has been very bad for FBM KLCI.  But there was some improvement today as the stock market close at 1749.37 points (+3.68 points/0.21% higher). It was a great relief as the benchmark open with a slight drop. The rebound is most likely due to the oversold in previous days.  Of course, many are still wary of the market and predict that the downtrend might continue with the oil price continued to be under pressure. It is also important to take note of the weaker ringgit against the USD, at 3.4698. On the other hand, most of the Asian counters rose slightly. China’s Shanghai Composite gained 1.32% while Hong Kong’s Hang Seng Index advanced 0.71%. Here are the top gainers and top losers: Top Gainers Top Losers

The problem with Malaysia Airlines (MAS) is not a one day story. This is not the first time we heard about the amount of losses made by the airline company.  In 1972, the Malaysia-Singapore Airlines (MSA) became MAS and SIA. In the last 10 years from 2002- 2011 SIA reported a total pre-tax profit of Singapore $13,992 million, averaging S$ 1.4 billion per year. This created a big question mark over the reliability and management skill of those who are appointed to lead MAS.  MAS has just reported a loss of RM 830 million for 3 quarters ending September 2013 which is larger than the loss of Rm 483 million in the same corresponding period last year.   As usual, there are the incorrigibly optimistic cheerleaders for the airline who are unable to see the writing on the wall.   These ‘experts’ are still touting that the company is in recovery mode and will soon be returning to profitability. If you look at the Business Times, you will find that one of the Head...