Ports and logistics benefit from trade growth but face rising costs


Kenanga Research said the overall sector’s first quarter of calendar year 2026 earnings season broadly met expectations.

PETALING JAYA: While ports and logistics operators are benefiting from stronger trade flows and booming eCommerce activity, escalating Middle East tensions, shipping disruptions and rising fuel costs are tempering optimism.

According to Kenanga Research, the conflict in the Middle East continues to pressure the sector through sustained increases in energy prices with potential spillovers for food security, coupled with cost pressures on consumers and businesses.

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