50年务实耕耘，半世纪砥砺荣光。...

With the "planning phase" of national blueprints now concluded, 2026 is emerging as a critical year of execution for the country. As the 13th Malaysia Plan (13MP) kicks off alongside the Visit Malaysia 2026 campaign, we dive into the catalysts and hurdles facing 11 selected sectors — from tech and utilities to aviation and property— as they balance global uncertainties against domestic growth drivers.

Malaysia's growth story so far this year is being reshaped by a deliberate move away from broad-based subsidies toward a tightly targeted system that channels cash and wage gains directly to active consumers, analysts say.

达证券指出，随着政府下调租赁与租用服务税率，巴迪尼控股（PADINI，7052，主板消费股）的营运成本压力有望获得缓解。...

Padini Holdings Bhd's gross profit margin for financial year 2026 (FY26) is expected at 39.2%, which is within the group's target range of 36% to 40%, according to TA Research.

Padini Holdings Bhd’s (KL:PADINI) rising operating costs may ease following the government’s decision to lower the tax on rental and leasing services, a research house said.

PETALING JAYA: Going into 2026, the expected higher cost of living and increased operating budgets for retailers are likely to put some pressure on the retail industry in Malaysia.

KUALA LUMPUR: Di tengah-tengah ketidaktentuan pasaran peruncitan semasa, dua jenama tempatan iaitu 99 Speedmart Retail Holdings Bhd dan Farm Fresh Bhd muncul sebagai pendahulu apabila mencatatkan prestasi kewangan yang lebih baik berbanding jangkaan.

While the consumer sector's sector-wide environmental, social and governance (ESG) compliance has improved, selected companies like Padini Holdings Bhd and Leong Hup International Bhd have a clear gap in carbon emissions disclosures, says Maybank Investment Bank Research (Maybank IB).

这是承接“《邦你看市》：令人鼓舞的讯号，令吉兑美元或攀上3.88”的另有一篇文章。宏观观察：尽管外资从马股大举撤离，净流...

The consumer sector is poised to benefit from a convergence of tourism momentum and domestic policy support as spending patterns adjusted ahead of a busier travel calendar.

随着“2026马来西亚旅游年”临近，并与国内财政刺激形成共振，将带动消费板块进入新一轮结构性受惠周期。...

（吉隆坡18日讯）得益于2026年大马旅游年到来前，旅游业就已经开始复苏，加上政府的爱心援助金（STR）和爱心基本援助金（SARA），以及马来西亚零售集团（RGM）上调零售销售增长预期，分析员认为，消费领域短期需求前景有所改善。肯纳格研究分析员说，随着2026年大马旅游年即将到来，预计接下来，大马消费领域将进入旅游业复苏与国内政策支持相融合的阶段。首先，该行分析员指出，2024年，大马旅游领域是主要的经济动力，占国内生产总值15.1%，按年增长7.4%至2919亿令吉。而更重要的是，旅游开销...

（吉隆坡5日讯）消费股第三季业绩显示，必需品公司表现领先同行，分析员预计，在政府再度发放爱心基本援助金（SARA）以及节庆假日消费带动下，消费股在2026年上半年的表现将更强劲，并看好专注必需品、大众市场和降级消费的公司。99迷你超市鲜奶农场超预期联昌研究指出，所追踪的14只消费股的第三季业绩显示，99迷你超市（99SMART,5326,主板消费产品服务组）和鲜奶农场（FFB,5306,主板消费产品服务组）超越预期。99迷你超市受益于政府援助计划带来的营收增长，而鲜奶农场推出的新产品提振了销...

Consumer staples-based companies led the recent third-quarter results of financial year 2025 (3Q25), mostly recording top-line growth, says CIMB Research.

（吉隆坡3日讯）原料和劳动力成本上扬，以及销售与服务税（SST）扩大征税范围正侵蚀零售商的赚幅，但分析认为，明年上半年将迎来“消费爆发期”，估计可减缓零售商一部分压力。联昌证券研究在分析报告中指出，8%的SST扩征至租赁服务，最直接受影响的零售商分别是宝利机构（BONIA，9288，主要板消费）、巴迪尼（PADINI，7052，主要板消费）和永旺（AEON，6599，主要板消费）。明年重大节日都集中在上半年，估计在消费力大增下可提振零售业表现。此外，永安集团（YOCB...

随着政府扩大慈悯基本援助金（SARA）计划，加上主要佳节集中落在上半年，市场普遍看好消费领域能在2026年上半年迎来更强劲的业绩表现。...

（吉隆坡3日讯）巴迪尼控股（PADINI,7052,主板消费产品服务组）的产品面向大众市场，可从消费降级中受惠，加上马币走强，有助降低采购成本，分析员继续看好该公司前景。银河证券国际分析员出席该公司的分析员汇报会后指出，巴迪尼控股2026财政年第一季营收增长2％，主要得益于净新增的5家门店（按年增长3.2％），抵销同店销售（SSSG）的1％跌幅。该公司赚幅增长4.3个百分点至39.9％，这得益于更具盈利能力的销售组合、减少提供折扣、马币兑人民币升值带来的汇率利好。然而，由于与前期外汇收益相...

Retailers are bracing for a profit margin squeeze, pressured by rising input and labour costs alongside the expanded 8% sales and service tax (SST).

Padini Holdings Bhd's focus on the mass market positions it to benefit from consumers shifting toward more affordable options amid economic pressures.