1. FBM KLCI’s inexpensive valuations from a historical standpoint;
2. The easing cycle in the US, ushering in a new capital inflow cycle to emerging markets (EMs) including Malaysia, as investors return to the game of yield hunting;
3. Earnings surprises from Corporate Malaysia driven by improved efficiency, particularly in government-linked companies (GLCs) and better pricing power amidst consolidation in various sectors;
4. The pendulum of the US-China trade/tech tensions swinging from escalating to easing; and
5. Optimism on Malaysia’s longer term economic prospects driven by trade/FDI diversion to Malaysia amidst the USChina trade/tech war.
Source: AmInvest Research - 1 Jul 2019
Chart | Stock Name | Last | Change | Volume |
---|
2024-07-31
TOPGLOV2024-07-30
AXIATA2024-07-30
AXIATA2024-07-30
AXIATA2024-07-30
AXIATA2024-07-30
BAUTO2024-07-30
BAUTO2024-07-30
BAUTO2024-07-30
DIALOG2024-07-30
DIALOG2024-07-30
DIALOG2024-07-30
DIALOG2024-07-30
DIALOG2024-07-30
DIALOG2024-07-30
DIALOG2024-07-30
MAYBANK2024-07-30
MAYBANK2024-07-30
MAYBANK2024-07-30
RHBBANK2024-07-30
RHBBANK2024-07-30
RHBBANK2024-07-30
TOPGLOV2024-07-30
TOPGLOV2024-07-29
AXIATA2024-07-29
AXIATA2024-07-29
AXIATA2024-07-29
AXIATA2024-07-29
AXIATA2024-07-29
BAUTO2024-07-29
BAUTO2024-07-29
BJFOOD2024-07-29
DIALOG2024-07-29
DIALOG2024-07-29
MAYBANK2024-07-29
MAYBANK2024-07-29
MAYBANK2024-07-29
RHBBANK2024-07-29
RHBBANK2024-07-29
RHBBANK2024-07-26
AXIATA2024-07-26
AXIATA2024-07-26
AXIATA2024-07-26
BAUTO2024-07-26
BAUTO2024-07-26
MAYBANK2024-07-26
MAYBANK2024-07-26
MAYBANK2024-07-26
RHBBANK2024-07-26
TOPGLOV2024-07-25
AXIATA2024-07-25
AXIATA2024-07-25
AXIATA2024-07-25
BAUTO2024-07-25
BAUTO2024-07-25
BAUTO2024-07-25
MAYBANK2024-07-25
MAYBANK2024-07-25
MAYBANK2024-07-25
TOPGLOV2024-07-25
TOPGLOV2024-07-24
AXIATA2024-07-24
AXIATA2024-07-24
AXIATA2024-07-24
AXIATA2024-07-24
AXIATA2024-07-24
BAUTO2024-07-24
MAYBANK2024-07-24
MAYBANK2024-07-24
RHBBANK2024-07-23
AXIATA2024-07-23
AXIATA2024-07-23
AXIATA2024-07-23
BAUTO2024-07-23
BAUTO2024-07-23
MAYBANK2024-07-23
MAYBANK2024-07-23
MAYBANK2024-07-23
MAYBANK2024-07-23
TOPGLOV2024-07-22
AXIATA2024-07-22
AXIATA2024-07-22
AXIATA2024-07-22
AXIATA2024-07-22
BAUTO2024-07-22
BAUTO2024-07-22
DIALOG2024-07-22
MAYBANK2024-07-22
MAYBANK2024-07-22
MFLOUR2024-07-22
MFLOUR2024-07-22
TOPGLOV2024-07-21
RHBBANK