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Showing posts with the label exporters vs importers

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Market Daily Report: Bursa Malaysia Ends Lower On Profit-taking In Plantation Stocks

KUALA LUMPUR, Sept 4 (Bernama) -- Bursa Malaysia ended lower on the final trading day of the week, weighed down by the plantation sector as investors locked in gains following its recent strong performance. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 7.03 points 1,708.10, compared with yesterday’s close of 1,715.13. The benchmark index opened 1.39 points lower at 1,713.74 and fluctuated between 1,704.86 and 1,715.20 throughout the day. The broader market was negative with losers outnumbering gainers 568 to 523, while 596 counters were unchanged, 1,085 untraded and 19 suspended. Turnover expanded to 4.33 billion units valued at RM2.98 billion from 3.90 billion units valued at RM3.21 billion on Thursday. 

Strong Ringgit Playbook: Who Wins, Who Loses as MYR Strengthens

Malaysia’s ringgit breaking below  4.00/USD  changes the equity leadership playbook. A strong MYR is  not uniformly bullish or bearish  — it  reshuffles winners and losers  across sectors. Below is a clean  who wins / who loses  framework for navigating a strong-currency regime. Who Wins from a Strong MYR 1) Index Heavyweights & Financials Why they win: Attract  foreign inflows  seeking currency + equity upside Lower FX volatility improves  valuation confidence Balance sheets less sensitive to USD revenue translation Key beneficiaries Malayan Banking CIMB Group Holdings Market effect: Stronger MYR + inflows =  index resilience , even when exporters lag. 2) Utilities & Domestic Defensives Why they win: Revenue largely  ringgit-denominated Lower imported fuel, equipment, and capex costs Viewed as  safe allocations  by foreign funds in EM rotations Key beneficiaries Tenaga Nasional Telekom Malaysia 3) Import...