UOBKH Singapore Retail Market Monitor
7 July 2025

Short Term Opportunity:
1) Thai Beverage (SGX: Y92)
Technical Sell range S$0.470-0.475
Last: S$0.465
TP: S$0.425
SL: S$0.485

2) First Resources (SGX: EB5)
Technical Sell range S$1.50-1.51
Last: S$1.50
TP: S$1.37
SL: S$1.54

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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] Utilities Sector Update:
Positive Outlook Supported By Government Decarbonisation Efforts

Presented by Choong Lee Len
Associate Director
UOB Kay Hian Malaysia

🗓️ Date: Thursday, 10 Jul 2025
⏰ Time: 6.00pm – 7.30pm
Language: English

REGISTER NOW!
https://attendee.gotowebinar.com/register/4850974281413245019?source=tg

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[LIVE] Growing Under Pressure:
Greater China Strategy 2H25

Presented by Tham Mun Hon
Head of Research, Greater China
UOB Kay Hian Hong Kong

🗓️ Date: Thursday, 10 Jul 2025
⏰ Time: 6.30pm – 7.30pm
Language: English

REGISTER NOW!
https://register.gotowebinar.com/register/4251841599457577306

About This Webinar
Notwithstanding the 90-day truce on tariff escalation, we expect Sino-US relations continue to face challenges. We expect the US to eventually impose tariffs on Chinese goods that are closer to the 60% and restrictions over semiconductor equipment and design software will be tightened further to blunt China’s competitiveness. US’ approach to China has not changed.

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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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[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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UOBKH Retail Market Monitor
8 July 2025

FBMKLCI: 1,537.54 (-12.65)
Support: 1,500, 1,468
Resistance: 1,572, 1,600

Bursa Top Gainers:
99SMART (+2.3%), IOICORP (+1.1%), KLK (+0.58%)

Bursa Top Losers:
YTL (-5.1%), PETCHEM (-2.9%), GAMUDA (-2.8%)

Bursa Trade Statistics
Local Institutions (55.72%): RM94.00m
Local Retail (16.69%): -RM88.00m
Foreign (27.59%): -RM6.00m

Global Equity Indexes
MSCI Asia : 201.71 (-1.55, -0.76%)
NASDAQ : 20,412.52 (-188.58, -0.92%)
S&P500 : 6,229.98 (-49.37, -0.79%)
DJIA : 44,406.36 (-422.17, -0.94%)

USD/MYR : 4.2413 (+0.0193)
SGD/MYR : 3.3181 (+0.0055)

Crude Oil : $67.69 (-0.24)
Gold : $3,332.58 (-3.92)

U.S. stocks were lower after the close on Monday, as losses in the Consumer Goods, Basic Materials and Oil & Gas sectors led shares lower. At the close in NYSE, the Dow Jones Industrial Average declined 0.94%, while the S&P 500 index fell 0.79%, and the NASDAQ Composite index declined 0.92%. Falling stocks outnumbered advancing ones on the New York Stock Exchange by 2142 to 624 and 85 ended unchanged; on the Nasdaq Stock Exchange, 2368 fell and 966 advanced, while 116 ended unchanged. (Source: Investing.com)

Stocks To Watch:

1) BPURI (KLSE: 5932)
Technical BUY on breakout (RM0.315) with +25.4% potential return
* Last: RM0.305 TP: RM0.37, RM0.395 SL: RM0.245
* Timeframe: 2 weeks to 2 months
* Shariah: YES

2) EWINT (KLSE: 5283)
Technical BUY on breakout (RM0.38) with +30.3% potential return
* Last: RM0.37 TP: RM0.445, RM0.495 SL: RM0.305
* Timeframe: 2 weeks to 2 months
* Shariah: YES

3) SUPERLN (KLSE: 7235)
Technical BUY on breakout (RM0.83) with +19.9% potential return
* Last: RM0.795 TP: RM0.935, RM0.995 SL: RM0.745
* 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
8 July 2025
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Join our upcoming webinar:

1. [LIVE] Utilities: Positive Outlook Supported By Government Decarbonisation Efforts
🔗https://attendee.gotowebinar.com/register/4850974281413245019?source=tg

2. [LIVE] Managed Portfolios Strategy 2H25: Trump, Tariff, Trade, and Tension
🔗 https://attendee.gotowebinar.com/register/1726906600333084763?source=tg


#TradingIdea #UOBKayHian
#UOBKayHianMalaysia

UOBKH Singapore Retail Market Monitor
8 July 2025

Short Term Opportunity:
1) Olam Group (SGX: VC2)
Technical Buy range S$0.980-0.985
Last: S$0.990
TP: S$1.100
SL: S$0.945

2) Hong Fok Corp (SGX: H30)
Technical Buy range S$0.755-0.760
Last: S$0.765
TP: S$0.825
SL: S$0.735

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 Hong Kong Retail Market Monitor
8 July 2025

Short Term Opportunity:
1) Trip.com Group Limited(HKEX: 9961)
Technical BUY range HK$478.00-480.00
Last: HK$475.20
TP: HK$505.50/HK$517.00
SL: HK$452.60

2) Vitasoy International Holdings Ltd. (HKEX: 0345)
Technical BUY range HK$9.70-9.80
Last: HK$9.72
TP: HK$10.28/HK$10.76
SL: HK$9.20

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

CIO Series 26: Hong Kong +20% YTD – What’s Next?

🗓️ Wednesday, 30 July 2025
⏰ 4.30pm - 5.30pm
🗣️ English

REGISTER NOW: CIO SERIES 26

Despite rising tariffs and macro headwinds, the Hong Kong stock market has surged ahead with a return of over 20% YTD. Sector-wise, Healthcare, Materials (particularly gold), and Financials have done particularly well. However, at least two things stand out amid the current rally: (1) The high-beta Tech sector has barely outperformed the market. (2) China A-shares continue to underperform H-shares, which is unusual in a typical bull market.

Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong

Special Guest:
Tham Mun Hon
Head of Research, Greater China
UOB Kay Hian Hong Kong
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[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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🎉 Congratulations to Mr. Alvin Tan on the Re-Election as FPAM President! 🎉

Another Term, Another Milestone

We are thrilled to share that Mr. Alvin Tan has been re-elected as the President of the Financial Planning Association of Malaysia (FPAM) for the 2025–2027 term, marking his second consecutive term at the helm.

This is a strong endorsement of Alvin’s unwavering commitment, visionary thinking, and steadfast dedication to elevating the financial planning profession in Malaysia. His re-election not only reflects the confidence of the industry, but also his ability to lead with integrity, purpose, and impact.

We are incredibly proud to see Alvin continue shaping the future of financial planning in Malaysia, and even prouder to have him as part of our team.

Congratulations once again, Alvin! Your leadership continues to inspire and uplift us all.

--

#UOBKayHian
#UOBKayHianMalaysia
#FPAM
#FinancialPlanningAssociationMalaysia
#AlvinTan

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
__

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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[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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