Energy sector overweight as govt accelerates CRESS
KUALA LUMPUR: The energy sector is getting a boost from the government's new Acceleration Package to drive adoption of the Corporate Renewables Energy Supply Scheme (CRESS), with the initiative expediting the signing of CRESS agreements and making the projects move viable, says RHB Research.
Multiple drivers to support Uzma in FY27
PETALING JAYA: Uzma Bhd's earnings growth is expected to pick up in financial year 2027 (FY27), supported by recovering seismic vessel utilisation, recently secured projects and an expanding tender book.
Property launches to boost Glomac sales momentum from 2Q onwards
PETALING JAYA: Glomac Bhd could see its sales momentum pick up from the second quarter (2Q) of 2027, as remaining property launches are rolled out progressively.
Uneven gains ahead for semiconductors
PETALING JAYA: Malaysia's semiconductor sector is poised to continue benefiting from the ongoing global supercycle, driven by robust demand from artificial intelligence (AI) investments and data centre (DC) infrastructure expansion.
Ranhill poised to benefit from Johor data centre and industrial growth
PETALING JAYA: Ranhill Utilities Bhd is well positioned to benefit from Johor's expanding data centre (DC) and industrial sectors, with rising water demand and higher tariffs expected to provide structural support to its earnings.
Secondary market deals point to Keyfield upside
PETALING JAYA: Keyfield International Bhd's offshore support vessel (OSV) fleet could be worth significantly more than the value reflected in the company's books, based on recent transactions in the secondary market, according to Kenanga Research.
Banking sector tailwinds forecast to fade past 2027
PETALING JAYA: Tailwinds persist within the banking sector but some will not last indefinitely, with the main threat to growth prospects being current levels of loan demand not sustaining past 2027, and wealth management still being in its "low-hanging fruit" phase.
Private hospitals set for higher patient volumes
PETALING JAYA: A stronger outlook for private hospitals is anticipated for the second half of 2026 (2H26) after a mixed second quarter (2Q26), supported by seasonally higher patient volumes, medical tourism, improving utilisation and a richer case mix.
Kerjaya Prospek’s DC push bolsters earnings outlook
PETALING JAYA: Kerjaya Prospek Group Bhd is poised for stronger earnings visibility after securing its maiden direct data centre (DC) mechanical, electrical and plumbing (MEP) contract, with analysts maintaining a positive outlook on the construction group and raising their target prices.
Photonics boost for EG Industries
PETALING JAYA: EG Industries Bhd is expected to enter a stronger growth phase in the financial year ending June 30, 2027 (FY27) as the company's photonics business ramps up.
