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
__

#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries

[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.
___

#UOBKayHianEvents
#UOBKayHianMalaysia
#UOBKayHian
#UOBKayHianInvestmentCarnival
##

🎉 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.
__

#UOBKayHianEvents
#UOBKayHianMalaysia

[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.
___

#UOBKayHianEvents
#UOBKayHianMalaysia
#UOBKayHian
#UOBKayHianInvestmentCarnival
##

[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.
___

#UOBKayHianEvents
#UOBKayHianMalaysia
#UOBKayHian
#UOBKayHianInvestmentCarnival
##

UOBKH Retail Market Monitor
9 July 2025

FBMKLCI: 1,530.14 (-7.40)
Support: 1,500, 1,468
Resistance: 1,572, 1,600

Bursa Top Gainers:
YTLPOWR (+6.4%), NESTLE (+2.2%), SIME (+1.8%)

Bursa Top Losers:
SUNWAY (-2.9%), TM (-2.2%), CIMB (-2.1%)

Bursa Trade Statistics
Local Institutions (44.08%): -RM54.00m
Local Retail (17.58%): RM64.00m
Foreign (38.34%): -RM10.00m

Global Equity Indexes
MSCI Asia : 202.01 (+0.30, +0.15%)
NASDAQ : 20,418.46 (+5.94, +0.03%)
S&P500 : 6,225.52 (-4.46, -0.07%)
DJIA : 44,240.76 (-165.60, -0.37%)

USD/MYR : 4.2500 (-0.0013)
SGD/MYR : 3.3181 (0.00)

Crude Oil : $68.09 (-0.24)
Gold : $3,305.02 (+3.10)

US stocks were mixed after the close on Tuesday, as gains in the Oil & Gas, Basic Materials and Healthcare sectors led shares higher while losses in the Utilities, Consumer Services and Financials sectors led shares lower. At the close in NYSE, the Dow Jones Industrial Average lost 0.37%, while the S&P 500 index fell 0.07%, and the NASDAQ Composite index added 0.03%. Rising stocks outnumbered declining ones on the New York Stock Exchange by 1,679 to 1,063 and 105 ended unchanged; on the Nasdaq Stock Exchange, 2,148 rose and 1,173 declined, while 135 ended unchanged. (Source: Investing.com)

Stocks To Watch:

1) SUPERMX (KLSE: 7106)
Technical BUY with +29.9% potential return
* Last: RM0.635 TP: RM0.745, RM0.825 SL: RM0.56
* Timeframe: 2 weeks to 2 months
* Shariah: YES

2) TECHBND (KLSE: 5289)
Technical BUY on breakout (RM0.33) with +19.7% potential return
* Last: RM0.33 TP: RM0.37, RM0.395 SL: RM0.29
* Timeframe: 2 weeks to 2 months
* Shariah: YES

3) YBS (KLSE: 0025)
Technical BUY on breakout (RM0.285) with +38.6% potential return
* Last: RM0.265 TP: RM0.36, RM0.395 SL: RM0.215
* 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
9 July 2025
__

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 Hong Kong Retail Market Monitor
9 July 2025

Short Term Opportunity:
1) China Galaxy Securities Co., Ltd.(HKEX: 6881)
Technical BUY range HK$9.13-9.20
Last: HK$9.20
TP: HK$9.78/HK$10.04
SL: HK$8.70

2) China Youran Dairy Group Limited (HKEX: 9858)
Technical BUY range HK$2.72-2.73
Last: HK$2.68
TP: HK$2.87/HK$2.96
SL: HK$2.58

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 Singapore Retail Market Monitor
9 July 2025

Short Term Opportunity:
1) Delfi (SGX: P34)
Technical Buy range S$0.750-0.755
Last: S$0.760
TP: S$0.810
SL: S$0.735

2) Singapore Tech Engineering (SGX: S63)
Technical Buy range S$7.93-7.94
Last: S$8.21
TP: S$8.89
SL: S$7.67

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