PETALING JAYA: Elsoft Research Bhd’s profitability is anticipated to improve gradually, in tandem with the anticipated rebound in the global semiconductor demand, TA Research says.

（吉隆坡9日讯）科技股早前随大市盘整引来逢低承接买盘，全球半导体销售额6月强势成长更是进一步催动市场买气，以马太平洋（MPI,3867,主板科技组）为首的科技股今日成为市场焦点，成功攻占涨价榜，科技指数也跟着涨破3％。科技股攻占涨价榜科技指数涨破3％马太平洋今日冲破37令吉，最高曾升上37令吉18仙，闭市时守住37令吉10仙，全天上涨1令吉10仙或3.06％，晋升为第二大涨价股。其他挤入涨价榜的科技股中，盈获数码（INFOM,0265,创业板科技组）大涨19仙或15.97％，升上1令吉3...

The recent market correction presents a good opportunity for investors to collect oversold semiconductor stocks, said TA Securities, which maintained its “overweight” stance on the industry.

（吉隆坡9日讯）随着全球市场5月份销售增长强劲，达证券维持半导体行业的“增持”评级。

TA Securities maintained its 'overweight' call on the semiconductor industry, after the global market saw robust sales growth in May, hitting US$49.1 billion (RM231.26 billion), up 4.1% month-on-month (m-o-m) and 19.3% year-on-year (y-o-y).

（吉隆坡12日讯）美国标准普尔500指数和纳斯达克综合指数创收盘新高，带动本地科技相关股大多上涨。

Technology-linked stocks on Bursa Malaysia mostly rose in early trade Wednesday, riding on the overnight rally at Wall Street, with the S&P 500 and Nasdaq registering record closing highs.

theedgemalaysia.com highlighted 17 stocks with momentum at Bursa Malaysia’s afternoon close on Tuesday. Three stocks showed positive momentum, while 14 stocks showed negative momentum.

PETALING JAYA: Analysts expect sentiment in the local semiconductor sector to improve further, underpinned by an anticipated healthy recovery in global demand and increasing trade diversion opportunities as a result of the China Plus One strategy.

（吉隆坡10日讯）达证券维持半导体行业的“增持”评级，因该行业在4月销售增长后有望进一步改善。

KUALA LUMPUR (June 10): TA Securities Holdings Bhd has maintained its “overweight” rating on the semiconductor sector, which is poised to improve further, following the sales growth in April.

Analysts are bullish about the National Semiconductor Strategy (NSS), believing that it would further boost the prospects of the local technology and semiconductor industries.

（吉隆坡29日讯）首相拿督斯里安华昨日公布国家半导体战略（NSS），以打造大马成为全球晶片中心，分析员乐观看待这项最新举措，认为半导体封装测试（OSAT）和自动化测试设备（ATP）业者将是主要受惠者。250亿奖掖详情未公布不过，分析员略感失望于该战略并未列明具体时间表，而至少250亿令吉奖掖的详情也未出炉。根据安华表示，政府将拨款至少250亿令吉落实NSS，并分3个阶段和朝5大目标进行，以促进与东盟、亚洲和全球公司合作。这3个阶段分别为建立基础、走向前沿和前言创新，第一阶段预计争取至少5...

AS Malaysia finalises its Semiconductor Strategic Plan (SSP), expectations are high for a roadmap that will not only attract global players but also elevate local firms in the electrical and electronics (E&E) sector. The Ministry of Investment, Trade and Industry (Miti) is set to un...

Demand for automated test equipment has yet to recover and this will have an impact on Elsoft Research Bhd, whose earnings in the first quarter of financial year 2024 (1Q24) came in below expectations.

（吉隆坡3日讯）产品赚幅缩减，以及联营公司亏损拖累，ELSOFT科研（ELSOFT,0090,主板科技组）截至3月31日止首季净利按年大挫42.85%，从前期246万2000令吉锐减至140万7000令吉。第一季营业额从前期457万5000令吉微扬0.13%至458万1000令吉。根据文告，该公司指出，首季收入几乎停滞不前，主要因自动测试设备（ATE）需求未有改善。净利下滑则因产品赚幅下滑，以及需承担联营公司亏损导致。展望未来，该公司认为，世界半导体贸易统计（WSTS）报告指出，全球半导体...

（吉隆坡13日讯）全球半导体需求复苏之际，以及中国+1战略带来的贸易转移机会，分析员看好大马半导体行业信心将逐步改善，维持“增持”评级。全球销售增16.3%达证券在报告中指出，根据半导体行业协会数据，今年2月全球半导体销售同比增长16.3%至462亿美元（约2203.54亿令吉）。分析员表示，这已是...

（吉隆坡12日讯）上周台湾花莲发生近25年来最大规模地震后，打乱了包括台积电（TSMC）等半导体公司在内的业务营运，尽管如此，分析员相信，这对大马半导体领域冲击微乎其微，而且随着全球需求复苏，加上贸易转移带来更多机会，大马半导体领域的情绪将逐渐改善。达证券研究分析员指出，因预防措施，全球最大的半导体代工厂——台积电特定的生产设施暂停生产，但目前为止，晶圆厂的运营大致上已恢复，因此预计晶片的供应中断程度不严重。另一方面，分析员说，今年2月，全球半导体领域的销售增长率继续呈按年增长趋势。进一步确...

（吉隆坡12日讯）达证券维持科技行业的“增持”评级，并指受全球需求复苏及“中国加一”（China Plus One）策略带来的贸易转移机会带动，马来西亚半导体业的信心将逐步改善。

TA Securities has maintained its 'overweight' stance on the technology sector, and said the sentiment of the semiconductor sector in Malaysia will improve gradually, underpinned by an anticipated recovery in global demand and increasing trade diversion opportunities as a result of the 'China Plus One' strategy.