Developers set for recovery amid budget boost and Johor catalyst


PETALING JAYA: Malaysia’s property sector is poised for a recovery in value as attractive valuations, Budget 2027 incentives and renewed investment interest in Johor offer upside for developers, says RHB Research.

The research house is maintaining its “overweight” rating on the sector, noting that property stocks are trading at a 60% discount to their revalued net asset value (RNAV), compared with a 51% discount in May.

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Budget 2027 , incentive , investment

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