Analysis
Kenanga sees Malaysia’s logistics sector benefits from e-commerce boom, trade shifts
Malaysia's domestic logistics sector fared better amid Middle East tensions as the country is a beneficiary of booming e-commerce and trade diversion on US-China trade tensions, Kenanga Research said Thursday.
Fitch flags AI-driven credit risks in technology, media, and cloud sectors
Artificial intelligence (AI) is poised to reshape corporate business models, but Fitch Ratings warned that credit risks linked to AI adoption remain concentrated in specific sectors, particularly technology, media, and telecommunications (TMT).
OCBC sees geopolitical tensions to accelerate clean energy transition
Geopolitical tensions in the Middle East are reshaping the global energy landscape and accelerating the shift toward clean energy, according to OCBC Group Research. The disruption of oil and gas markets and supply chains caused by the conflict underscores the vulnerability of energy-dependent economies and highlights the urgency for diversification and…
CIMB sees minimal direct impact on regional tech sector from Middle East war
CIMB Securities said Tuesday it believes the ongoing conflict in the Middle East will have minimal direct impact on the regional tech sector given the region’s limited semiconductor manufacturing footprint.
Datacom market boom to boost Malaysia’s tech space – Kenanga
Kenanga Research said Tuesday that the global datacom market boom will spur Malaysia's technology space.
Hong Leong sees strong global semi demand, structural tailwinds to underpin Malaysia’s OSATs, equipment players
Hong Leong Investment Bank Research said Monday that strong global semi demand and structural tailwinds (China+1, supply chain localization) will underpin a solid outlook for most outsourced semiconductor assembly and tests (OSATs) and equipment players in Malaysia.
Maybank reduces Sea’s FY26-27 adjusted EBITDA estimates by 8 to 10 percent on lower margin assumptions
Maybank Investment Bank has reduced Singapore-based tech giant Sea's FY26-27 adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) estimates by 8 percent to 10 percent on lower margin assumptions.
BIMB sees opportunities as Malaysia’s moving up the semiconductor value chain
BIMB Securities has maintained a neutral outlook on Malaysia's broader technology sector but remain bullish on fabless semiconductor firms as Malaysia's moving up the semiconductor value chain.
Malaysia’s tech hardware industry conditions to improve this year – Maybank
Maybank Investment Bank Research has returned from its recent visit to Malaysia's Penang road trip feeling optimistic as tech hardware players suggest that industry conditions are improving into 2026.
MBSB expects smartphone industry to experience a challenging 2026
MBSB Research said Thursday that it has maintained its neutral stance on Malaysia's technology sector as it viewed that the smartphone industry is anticipated to experience a challenging 2026.
