[LIVE] Managed Portfolios Strategy 2H25:
Trump, Tariff, Trade, and Tension

Presented by Mohd Sedek Jantan
Head of Investment Research
UOB Kay Hian Wealth Advisors Malaysia


🗓️ Date: Monday, 14 Jul 2025
⏰ Time: 6.00pm – 7.30pm
Language: English

REGISTER NOW!
https://attendee.gotowebinar.com/register/1726906600333084763?source=tg

About This Webinar
This webinar explores how shifting trade policies and rising global tensions are reshaping the investment landscape in the second half of 2025. With the potential return of Trump-era tariffs and escalating geopolitical uncertainty, we discuss the risks, opportunities, and strategic portfolio positioning in an increasingly volatile post-tariff world.
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[LIVE] Small/ Mid-Cap Trends:
SG & HK Market

Presented by
• John Cheong, Head of Retail Research, UOB Kay Hian Singapore
• Curtis Yeung, Strategist, Retail Research, UOB Kay Hian Hong Kong

🗓️ Date: Monday, 14 Jul 2025
⏰ Time: 6.30pm – 7.30pm
Language: English

REGISTER NOW!
https://register.gotowebinar.com/register/1224710165892175194

About This Webinar
Our top picks delivered robust returns as the market continues to advance on easing tariff and geopolitical risks. We will be talking about an auto-related company that offers an attractive dividend yield of above 5.5% and has a robust balance sheet.

Looking ahead to 2H25, Chinese stocks may re-rate back to a higher level upon further positive news from trade negotiations. Which sectors and names should we focus on? This webinar will help you develop your investment strategy.
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We’re going live shortly! Click here to register and join us now:

🔗 https://attendee.gotowebinar.com/register/1726906600333084763
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UOBKH Retail Market Monitor

15 July 2025


FBMKLCI: 1,537.51 (+1.44)
Support: 1,500, 1,468
Resistance: 1,572, 1,600

Bursa Top Gainers:
HLBANK (+2.0%), QL (+1.8%), TM (+1.5%)

Bursa Top Losers:
PCHEM (-2.1%), RHBBANK (-1.6%), KLK (-1.4%)

Bursa Trade Statistics
Local Institutions (39.88%): -RM9.89M
Local Retail (20.25%): +RM8.68M
Foreign (39.87%): +RM1.21M

Global Equity Indexes
MSCI Asia : 201.98 (-0.15, -0.07%)
NASDAQ : 20,640.33 (+54.80, +0.27%)
S&P500 : 6,268.56 (+8.81, +0.14%)
DJIA : 44,459.65(+88.14, +0.20%)

USD/MYR : 4.2555 (+0.0045)
SGD/MYR : 3.3191 (-0.0026)

Crude Oil : $ 68.50 (+1.71)
Gold : $ 3,368.46 (+35.13)

US stocks were higher after the close on Monday, as gains in the Financials, Consumer Services and Industrials sectors led shares higher. At the close in NYSE, the Dow Jones Industrial Average rose 0.20%, while the S&P 500 index gained 0.14%, and the NASDAQ Composite index climbed 0.27%. Rising stocks outnumbered declining ones on the New York Stock Exchange by1,460 to 1,309 and 81 ended unchanged; on the Nasdaq Stock Exchange, 1,889 rose and 1,449 declined, while 138 ended unchanged. (Source: Investing.com)

Stocks To Watch:

1) ATECH (KLSE: 5302)
Technical BUY with +13.2% potential return
* Last: RM1.14 TP: RM1.23, RM1.29 SL: RM1.01
* Timeframe: 2 weeks to 2 months
* Shariah: YES

2) DIALOG
(KLSE: 7277)
Technical BUY on breakout (RM1.66) with +16.3% potential return
* Last: RM1.65 TP: RM1.84, RM1.93 SL: RM1.49
* Timeframe: 2 weeks to 2 months
* Shariah: YES

3) FEYTECH (KLSE: 5322)
Technical BUY on breakout (RM0.395) with +36.7% potential return
* Last: RM0.38 TP: RM0.495, RM0.54 SL: RM0.315
* Timeframe: 2 weeks to 2 months
* Shariah: YES

Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia

Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.

For the full research report, please log in to www.utrade.com.my

UOBKH Malaysia Trading Idea
15 July 2025
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Join our upcoming webinar:

1. [LIVE] Dunia Pascatarif: Politik, Perdagangan dan Pergolakan
🔗https://register.gotowebinar.com/register/6994014798612641368?source=tg

2. [LIVE]Malaysia Mid-Year Macro & Market Outlook 2H25:
How will Trump's Next Move Impact Asia?
🔗 https://attendee.gotowebinar.com/register/1619901029206322525?source=tg

3. [LIVE] Malaysia Market Outlook 2H25: Re-Charging For Outperformance
🔗 https://attendee.gotowebinar.com/register/3240003924943576665?source=tg

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UOBKH Hong Kong Retail Market Monitor

15 July 2025


Short Term Opportunity:
1) China Shenhua Energy Company Limited (HKEX: 1088)
Technical BUY range: HK$31.00-32.60
Last: HK$32.60
TP: HK$34.00/HK$35.55
SL: Breaks below HK$29.55

2) China Resources Power Holdings Company Limited (HKEX:
0836)
Trading buy range: HK$19.50-19.74
Last: HK$19.74
TP: HK$20.75/HK$21.70
SL: Breaks below HK$18.62


Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia

Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any director consequential loss arising from any use of this information.

For the full research report, please log in to www.utrade.com.my

UOBKH Singapore Retail Market Monitor

15 July 2025

Short Term Opportunity:
1) CityDev (SGX: C09)
Technical BUY range: S$5.47-5.49
Last: S$5.58
TP: S$5.90
SL: S$5.34

2) Aem Sgd (SGX: AWX)
Technical BUY range: S$1.46-1.47
Last: S$1.48
TP: S$1.63
SL: S$1.41

Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia
Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.

For the full research report, please log in to www.utrade.com.my

[LIVE] Dunia Pascatarif:
Politik, Perdagangan dan Pergolakan
Strategi Portfolio Terurus 2H25

Presented by Mohd Sedek Jantan
Ketua Penyelidikan Pelaburan
UOB Kay Hian Wealth Advisors Malaysia


🗓️ Date: Selasa, 15 Jul 2025
⏰ Time: 6.00pm – 7.30pm
Language: Bahasa Melayu

REGISTER NOW!
https://attendee.gotowebinar.com/register/6994014798612641368?source=tg

About This Webinar
Webinar ini akan mengupas kesan dasar perdagangan dan ketegangan geopolitik global terhadap landskap pelaburan pada separuh kedua 2025. Fokus diberikan kepada kemunculan semula dasar tarif era Trump, ketidaktentuan ekonomi dunia, serta bagaimana pelabur boleh menyesuaikan strategi portfolio dalam menghadapi dunia pascatarif yang semakin kompleks dan berisiko tinggi.
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[LIVE] Malaysia Mid-Year Macro & Market Outlook 2H25:
How will Trump's Next Move Impact Asia?

Presented by Julia Goh
Senior Economist (Malaysia), Executive Director, Global Economics and Markets Research
UOB Malaysia


🗓️ Date: Thursday, 17 Jul 2025
⏰ Time: 6.00pm – 7.30pm
Language: English

REGISTER NOW!
https://attendee.gotowebinar.com/register/1619901029206322525?source=tg

About This Webinar
Three months on from Liberation Day (2nd April), President Trump’s erratic tariff policies have kept global markets on edge, amplifying volatility across economies and financial systems. Escalating tensions in the Middle East are compounding the risks. Join us as we break down what this means for markets and the macro outlook in 2H2025.
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[LIVE] Malaysia Market Outlook 2H25:
Re-Charging For Outperformance

Presented by Vincent Khoo
Managing Director, Strategy
UOB Kay Hian Malaysia


🗓️ Date: Friday, 18 Jul 2025
⏰ Time: 6.00pm – 7.30pm
Language: English

REGISTER NOW!
https://attendee.gotowebinar.com/register/3240003924943576665?source=tg


About This Webinar
While the FBMKLCI has partly reversed some of its 2024’s regional outperformance in 1H25 (having fallen 8.3% and 2.8% in local currency and US dollar terms respectively), as the US Trump administration’s over-bearing and erratic US import tariff threats drove up risk aversion in emerging countries, the FBMKLCI is being re-energised for outperformance in 2H25 amid a calmer global investment sentiment.
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[LIVE] Beyond Equities:
Balanced Portfolio Construction with Fixed Income & Unit Trusts

Presented by Paul Hiew
Fund Manager and Senior Research Analyst
UOB Kay Hian Malaysia

🗓️ Date: Saturday, 19 Jul 2025
⏰ Time: 9.30am – 10.30am
Language: English

REGISTER NOW!
https://attendee.gotowebinar.com/register/1379885337444369503?source=tg

About This Webinar
In an environment shaped by global economic shifts and policy uncertainty, investors need more than just equities to build resilient portfolios. This session explores how incorporating fixed income, money market instruments, and unit trusts can create a more balanced and diversified investment strategy—aligning risk and return with evolving client objectives.

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Note: Rescheduled to 26 July 2025
_________________________


LIVE! MARKET STRATEGY & STOCK PICK
Braving Crosscurrents: Repricing Risk, Realigning Strategies

📆 Saturday, 26 July 2025
⏰ 9:30am-11.30am
🌐 Register at https://bit.ly/StockPickJun25TG
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Session 1 • Mastering Portfolio Diversification and Asset Allocation for Future Growth
Presented by Paul Hiew, Fund Manager and Senior Research Analyst, UOB Kay Hian

In today's dynamic equity markets, learn to fortify your investments against uncertainty. This webinar will delve into effective diversification techniques and strategic asset allocation principles. Develop a clear market outlook to empower your portfolio through any economic climate.

Session 2 • Braving Crosscurrents: Repricing Risks Amid Expectation Realignment
Presented by Desmond Chong, Head of Research, UOB Kay Hian

The market faces global uncertainty and Trump-era shifts; FBMKLCI holds above 1,500 amid foreign inflows and sector opportunities.
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We’re going live shortly! Click here to register and join us now:

🔗 https://attendee.gotowebinar.com/register/6994014798612641368

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🔗 https://attendee.gotowebinar.com/register/6994014798612641368