UOBKH Malaysia Trading Idea
30 June 2025
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Corporate Briefing: AIMS APAC REIT
Traded on SGX: O5RU

📅 Wednesday, 2 July 2025
⏰ 1:00pm-2:00pm

REGISTER NOW!
https://bit.ly/SGXStockInFocusAIMS

Talk is in English and open to public
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Highlights:

✅ AA REIT's operational and financial performance for FY2025
✅ AA REIT's corporate developments and strategy for growth
✅ Insights on the industrial, logistics, and business park landscape in Singapore and Australia
✅ Q&As

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About the Presenters

Mr Russell Ng
Chief Executive Officer, AIMS APAC REIT

Ms Joo Lee Lim
Chief Financial Officer, AIMS APAC REIT
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UOBKH Singapore Retail Market Monitor
30 June 2025

Short Term Opportunity:
1) DELFI (SGX: P34)
Technical Buy range S$0.740-0.745
Last: S$ 0.755
TP: S$ 0.810
SL: S$ 0.725

2) Keppel DC Reit (SGX: AJBU)
Technical Buy range S$2.31-2.32
Last: S$ 2.33
TP: S$ 2.51
SL: S$ 2.24

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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] 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] 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] 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] 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] 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] 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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UOBKH Retail Market Monitor
01 July 2025

FBMKLCI: 1,532.96 (+4.80)
Support: 1,500, 1,468
Resistance: 1,572, 1,600

Bursa Top Gainers:
AXIATA (+4.1%), PMETAL (+3.4%), GAMUDA (+3.0%)

Bursa Top Losers:
KLK (-2.4%), 99SMART (-1.4%), MAYBANK (-1.1%)

Bursa Trade Statistics
Local Institutions (36.88%): -RM28.19m
Local Retail (14.27%): -RM38.08m
Foreign (48.85%): +RM66.26m

Global Equity Indexes
MSCI Asia : 203.37 (-0.39, -0.19%)
NASDAQ : 20,369.73 (+96.27, +0.48%)
S&P500 : 6,204.95 (+31.88, +0.52%)
DJIA : 44,094.77 (+275.50, +0.63%)

USD/MYR : 4.1960 (-0.0322)
SGD/MYR : 3.3017 (-0.015)

Crude Oil : $64.88 (+0.07)
Gold : $3,311.57 (-23.02)

US stocks were higher after the close on Monday, as gains in the Telecoms, Financials and Technology sectors led shares higher. At the close in NYSE, the Dow Jones Industrial Average added 0.63% to hit a new 3-months high, while the S&P 500 index added 0.52%, and the NASDAQ Composite index gained 0.48%. Rising stocks outnumbered declining ones on the New York Stock Exchange by 1,527 to 1250 and 77 ended unchanged; on the Nasdaq Stock Exchange, 1,767 rose and 1,545 declined, while 153 ended unchanged. (Source: Investing.com)

Stocks To Watch:

1) LBS (KLSE: 5789)
Technical BUY on breakout (RM0.455) with +17.6% potential return
* Last: RM0.445 TP: RM0.505, RM0.535 SL: RM0.415
* Timeframe: 2 weeks to 2 months
* Shariah: YES

2) MRCB (KLSE: 1651)
Technical BUY with +26.8% potential return
* Last: RM0.485 TP: RM0.54, RM0.615 SL: RM0.43
* Timeframe: 2 weeks to 2 months
* Shariah: YES

3) MNRB (KLSE: 6459)
Technical BUY on breakout (RM 1.96) with +11.7% potential return
* Last: RM1.92 TP: RM2.13, RM2.19 SL: RM1.84
* 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
1 July 2025
_

Follow our official UOB Kay Hian Instagram page for event and promotional updates: https://www.instagram.com/uobkayhianmalaysia/

#TradingIdea #UOBKayHian #UOBKayHianMalaysia