Tariff Delay Gives Malaysia Time To Secure Better Trade Terms -- CIMB Securities

KUALA LUMPUR, July 9 (Bernama) -- Malaysia still has time to negotiate better terms following the United States (US) decision to defer its tariff enforcement date to Aug 1, 2025, from the earlier scheduled date of July 9, CIMB Securities Sdn Bhd said.

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.

Weak US Dollar May Slow Tech Sector Recovery In 2h 2025 - CIMB Securities

KUALA LUMPUR, July 2 (Bernama) -- CIMB Securities Sdn Bhd expects further US dollar depreciation to weigh on the technology sector’s recovery in the second half of 2025.

Crude Oil May Climb To US$85 Per Barrel On Geopolitical Risks, Says Analysts

KUALA LUMPUR, June 23 (Bernama) -- Crude oil prices are expected to rise towards US$85 per barrel in the near term, driven by supply-side risks stemming from recent geopolitical developments, according to CIMB Securities Sdn Bhd.

Auto Sector To Have Minimum Impact From SST Expansion -- CIMB Securities

KUALA LUMPUR, June 20 (Bernama) -- CIMB Securities Sdn Bhd has projected the upcoming Sales and Service Tax (SST) expansion in July 2025 to have a limited direct impact on the automotive sector.

CIMB Securities Overweight On Healthcare Sector Due To Its Defensive Nature

KUALA LUMPUR, June 20 -- CIMB Securities Sdn Bhd has maintained an "Overweight" call on Malaysia’s healthcare sector premised on its defensive nature and resilient demand.

Construction Sector 2Q Earnings Keep Upward Momentum - CIMB Securities

KUALA LUMPUR, June 19 (Bernama) -- Earnings in the construction sector are expected to remain on an upward quarter-on-quarter (q-o-q) trajectory in the second quarter of 2025 (2Q 2025), supported by increased construction site activities following 1Q 2025 festive breaks, according to CIMB Securities Sdn Bhd.

Iran-Israel Conflict Poses Limited Economic Risk To Malaysia - CIMB Securities

KUALA LUMPUR, June 18 (Bernama) -- The Iran-Israel conflict poses limited direct economic risk to Malaysia, given the country’s minimal trade exposure to the region and historical evidence that oil price surges linked to conflicts tend to be short-lived, according to CIMB Securities Sdn Bhd.

Yinson's Share Price Surges As Acquisition Talks Enter Advanced Stages -- CIMB Securities

KUALA LUMPUR, June 9 (Bernama) -- Yinson Holdings Bhd’s share price continued to trade higher since Friday, reaching RM2.39 at 10.12 am following news that New York-based infrastructure investment firm Stonepeak Partners is in exclusive talks to acquire Yinson in a deal that could value the company at up to RM9 billion.

IJM Corp, Muhibbah Engineering To Benefit From ECRL Spur Line -- CIMB Securities

KUALA LUMPUR, June 9 (Bernama) -- IJM Corporation Bhd and Muhibbah Engineering (M) Bhd are among the companies expected to benefit from the East Coast Rail Link (ECRL) spur line, which provides direct connectivity to two major ports in Port Klang, CIMB Securities Sdn Bhd said.

Research Firms Issue ‘Buy’ Calls On Econpile Following Penang LRT Contract Win

KUALA LUMPUR, June 6 (Bernama) -- RHB Research has maintained its ‘Buy’ recommendations on Econpile Holdings Bhd following the company’s contract win for the Penang Light Rail Transit (LRT) project.

CIMB Securities Cuts KLCI Earnings Forecasts By 5.6 Pct After Weak 1Q

By Naveen Prabu Kuppusamy

KUALA LUMPUR, June 3 (Bernama) -- CIMB Securities has revised downward its earnings forecasts for FTSE Bursa Malaysia KLCI (FBM KLCI) constituents by 5.6 per cent for both 2025 and 2026, citing widespread underperformance in the first quarter ended March 31, 2025 (1Q 2025).