Bursa Malaysia Lower At Midday As Investors Assess US Tariff Impact

KUALA LUMPUR, July 15 (Bernama) -- Bursa Malaysia continued its negative tone at midday as investors assessed the impact of United States (US) tariffs on key trading partners amid mixed regional market performance.

MITI’s AI Chip Export Rule To Have No Impact On Data Centres -- MIDF

KUALA LUMPUR, July 15 (Bernama) -- MIDF Amanah Investment Bank Bhd believes that data centres will not be affected by the Ministry of Investment, Trade and Industry’s (MITI) latest directive on artificial intelligence (AI) chips.

PIVB Maintains 'Overweight' On Tech Sector Following MITI's AI Chip Export Measure

KUALA LUMPUR, July 15 (Bernama) -- Public Investment Bank Bhd (PIVB) has maintained its “overweight” rating on the technology (tech) sector following the Ministry of Investment, Trade and Industry’s (MITI) announcement on artificial intelligence (AI) chip export control measures. 

Westports May Potentially Replace Sime Darby In Upcoming KLCI Review

KUALA LUMPUR, July 14 (Bernama) -- Westports Holdings Bhd could potentially replace Sime Darby Bhd in the upcoming FTSE Bursa Malaysia KLCI (FBM KLCI) review, as its market capitalisation (market cap) ranking has risen to 24th among eligible securities, surpassing the eligibility threshold of the 25th-largest market cap.

OPR Cut Can Address Household Debt Service Ratio, Provides Reprieve In Disposable Income -- GX Bank

By Fatin Umairah Abdul Hamid

KUALA LUMPUR, July 14 (Bernama) -- GX Bank Bhd said the overnight policy rate (OPR) cut to 2.75 per cent from three per cent could potentially address the household debt service ratio while providing a reprieve in disposable income.

Analysts Neutral On Palm Oil Sector, Expects CPO Price To Average RM4,100-RM4,200 A Tonne In 2025

KUALA LUMPUR, July 11 (Bernama) -- MIDF Amanah Investment Bank Bhd has maintained its “Neutral” call for the palm oil sector with an average crude palm oil (CPO) target price of RM4,100 per tonne for 2025. 

Construction Sector To See Data Centre Contracts Award Upswing In 2H -- HLIB

KUALA LUMPUR, July 11 (Bernama) -- Malaysia’s construction sector is forecast to see a data centre (DC) award cycle in the second half of the year, driven by multiple contract decisions on tenders submitted in the first half of 2025 (1H 2025), according to Hong Leong Investment Bank Bhd (HLIB).

BNM Expected To Hold Rates Steady Through 2025 After OPR Cut – Investment Banks

KUALA LUMPUR, July 10 (Bernama) -- Public Investment Bank Bhd (Public IB) expects Bank Negara Malaysia (BNM) to hold interest rates steady for the remainder of 2025, following the recent overnight policy rate (OPR) cut.

Bank Shares Mixed In Early Trade Following BNM OPR Cut

KUALA LUMPUR, July 10 (Bernama) -- Bank shares were mixed in early trade today as Bank Negara Malaysia’s (BNM) interest rate cut exerted immediate pressure on banks’ net interest margins (NIM).

July’s OPR Cut Unlikely To Signal Start Of Near-term Rate-cutting Cycle -- MIDF Amanah

KUALA LUMPUR, July 9 (Bernama) -- MIDF Amanah Investment Bank does not view Bank Negara Malaysia’s (BNM) 25-basis point (bps) reduction in the Overnight Policy Rate (OPR) to 2.75 per cent as signalling the start of a rate-cutting cycle in the near term. 

Ringgit Eases Against US Dollar On US Tariff Adjustments

By Rosemarie Khoo Mohd Sani

KUALA LUMPUR, July 8 (Bernama) -- The ringgit closed lower against the US dollar as market sentiment weakened amid the United States’ (US) latest reciprocal tariff policy adjustments, ahead of Bank Negara Malaysia’s (BNM) Monetary Policy Committee (MPC) meeting tomorrow. 

CIMB Sees SPAN Water Shift Boosting Contractors, Pipe Firms

KUALA LUMPUR, July 8 (Bernama) -- CIMB Securities Sdn Bhd expects spillover opportunities for contractors and pipe suppliers if the National Water Services Commission's (SPAN) call for the data centre industry to shift towards alternative water resources is implemented.