3.160

-0.070 (-2.2%)
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Although global semiconductor sales have picked up in recent months, it will take time to be fully transmitted to local players that are mostly at the back end of the supply chain, according to Kenanga Research.
TheStar27 Mar, 2024 00:00am - Yesterday

(吉隆坡26日讯)尽管全球半导体销售在近几个月有所回升,但这波正面效应仍无法达至供应链后端的本地业者,预计本地半导体领域在下半年才会出现明显复苏。根据肯纳格研究报告,世界半导体贸易统计协会预计今年全球半导体销售将从去年萎缩8.2%改善至增长13.1%,主要是存储晶片(+44.8%)和数字集成电路(+...
Sinchew26 Mar, 2024 17:45pm - 2 days

(吉隆坡22日讯)美联储料在今年开始减息,马股乃至全球股市有望在今年内保持良好表现,分析师看好五大领域的投资机会之际,也提醒投资者关注四大风险因素。肯纳格投银研究在分析报告指出,今年全球股市的主要投资主题,是发达国家央行将采取的宽松货币政策,尤其是美联储。一旦落实宽松货币政策(包括减息),将让大马在...
Chinapress22 Mar, 2024 22:00pm - 5 days

(吉隆坡22日讯)肯纳格投行认为,美联储等先进国央行将会降息,是今年全球股市的主要动力,而银行股预计是外资回流本国市场的主要受益者。肯纳格投行分析员指出,今年全球市场的关键动力,将会来自以美联储为首的先进国央行降息,因为这令新兴市场的资产吸引力重新走高,同时也带动新兴市场的出口表现。“一旦先进国降息...
Nanyang22 Mar, 2024 20:36pm - 6 days

KUALA LUMPUR: The global stock markets including the Malaysian bourse are expected to continue to do well during the remainder of the year, according to Kenanga Research.But there are some risk factors that could derail the rally in the ...
NST22 Mar, 2024 13:14pm - 6 days

KUALA LUMPUR (March 18): Companies in China are increasingly investing and trading more with Malaysia and Southeast Asia as they seek new markets, cut costs and lower geopolitical risks, said HSBC.
TheEdge18 Mar, 2024 13:33pm - 1 week

(吉隆坡16日讯)我国科技股去年末季交出的业绩显示,半导体行业复苏步伐依旧缓慢,主要是需求下滑和全球经济增长疲软所致;但考虑到长期前景仍向好,分析员还是建议投资者可以趁低增持科技领域。在大马银行投行研究关注的7家半导体股项中,共有2家,即伟特机构(VITROX,0097,主板科技股)和盈获数码(IN...
Nanyang16 Mar, 2024 18:39pm - 1 week

Analysts are largely indifferent about the immediate prospects for the technology industry, as corporate earnings remain lacklustre while some believe corporate recovery will be gradual.
TheStar15 Mar, 2024 00:00am - 1 week

Malaysia’s technology stocks are likely to stay sluggish in the near term in absence of signs of strong earnings rebound, analysts said.
TheEdge14 Mar, 2024 14:43pm - 2 weeks

(吉隆坡13日讯)全球半导体销售在今年1月录得自2022年5月以来的最强增长数字,而达证券预测,接下来大马半导体相关股项的投资情绪将会回温。达证券分析员引用半导体工业协会(SIA)数据,指1月全球半导体销售为476亿美元(约2232亿令吉),虽按月下滑2.1%,但按年上涨15.2%。“全球半导体销售...
Nanyang14 Mar, 2024 00:26am - 2 weeks

With global semiconductor sales in January growing at the fastest pace in 20 months, this likely marks the beginning of a new multi-year semiconductor upcycle, benefiting Malaysia as the world’s sixth-largest chip exporter.
TheStar14 Mar, 2024 00:00am - 2 weeks

中国半导体生意强劲增长,带动1月全球半导体销售按年获得双位数成长。分析员认为,随着全球需求复苏以及“中国+1”策略增加了贸易转移机会,大马半导体行业情绪将逐渐改善。
Sinchew13 Mar, 2024 20:12pm - 2 weeks

TA Securities has maintained “overweight” on the technology sector, saying it expects the sentiment of the semiconductor sector in Malaysia to improve gradually, underpinned by an anticipated recovery in global demand as well as increasing trade diversion opportunities as a result of the China Plus One strategy.
TheEdge13 Mar, 2024 08:33am - 2 weeks

Post-1997 financial crisis, the Malaysian stock universe has morphed from a market offering high earnings growth in Asia into a defensive market that provides decent dividend yields and stable earnings potential.
TheStar09 Mar, 2024 00:00am - 2 weeks

KUALA LUMPUR: Post reporting season, analysts are affirming bullish outlooks on the domestic stock market as they expect economic expansion to pick up the pace and stocks to shrug off the sluggishness of the past year.
TheStar04 Mar, 2024 10:57am - 3 weeks

PETALING JAYA: Analysts are still positive about semiconductor company Inari Amertron Bhd’s prospects, despite the group’s lower core net profit of RM175.9mil in the first half of financial year 2024 (1H24).
TheStar04 Mar, 2024 00:00am - 3 weeks

林子证(左)和陈建在线上直播中畅谈大马半导体领域的复兴趋势。(吉隆坡2日讯)2024年半导体需求是否会回弹?科技股究竟何时才能迎来强劲的复苏呢?Trident Analytics创办人兼首席研究员林子证认为,大马科技领域的复苏之路,面临着3大挑战!林子证与松大资本首席导师陈剑在周五《企投复兴之半导体...
Nanyang02 Mar, 2024 21:25pm - 3 weeks

经济学家认为,这个表态的措辞不强烈……今日其他重点财经新闻: Moomoo大马上线了! 业绩速报:兴业银行和马星集团【行家论股】 今日分享的3个股项: 1.国油石化(PCHEM) 2.益纳利美昌(INARI) 3.大马银行(AMBANK)...
Nanyang27 Feb, 2024 18:04pm - 1 month

分析:马银行投行研究目标价:3.18令吉最新进展:益纳利美昌(INARI,0166,主板科技股)2024财年次季净赚8680万9000令吉,年跌7.26%,并宣布派发每股2.2仙股息。截至12月杪的次季业绩,营业额录得4亿1407万6000令吉,年增2.89%。累积首六个月,该公司净赚1亿7178万...
Nanyang27 Feb, 2024 17:56pm - 1 month

KUALA LUMPUR: Investors could take note of recent developments in PetChem, PetDag, United Plantations, Inari, AMMB, LPI, FGV, D&O, Takaful, Cahya Mata, Allianz and SKP, said APex Securities Research.
TheStar27 Feb, 2024 08:49am - 1 month