UOBKH Retail Market Monitor
11 July 2025

FBMKLCI: 1,536.52 (+7.28)
Support: 1,500, 1,468
Resistance: 1,572, 1,600

Bursa Top Gainers:
GAMUDA (+2.6%), YTLPOWR (+2.4%), CIMB (+2.0%)

Bursa Top Losers:
IOICORP (-1.3%), PETCHEM (-0.91%), PETDAG (-0.82%)

Bursa Trade Statistics
Local Institutions (46.91%): RM60.00m
Local Retail (15.36%): -RM17.00m
Foreign (37.73%): -RM43.00m

Global Equity Indexes
MSCI Asia : 202.30 (+0.37, +0.18%)
NASDAQ : 20,630.66 (+19.32, +0.09%)
S&P500 : 6,280.46 (+17.20, +0.27%)
DJIA : 44,650.64 (+192.34, +0.43%)

USD/MYR : 4.2537 (+0.0094)
SGD/MYR : 3.3202 (+0.0009)

Crude Oil : $66.79 (+0.22)
Gold : $3,333.33 (+9.28)

US stocks were higher after the close on Thursday, as gains in the Consumer Goods, Oil & Gas and Utilities sectors led shares higher. At the close in NYSE, the Dow Jones Industrial Average gained 0.43%, while the S&P 500 index added 0.27%, and the NASDAQ Composite index gained 0.09%. Rising stocks outnumbered declining ones on the New York Stock Exchange by 1,846 to 918 and 83 ended unchanged; on the Nasdaq Stock Exchange, 1,903 rose and 1,397 declined, while 157 ended unchanged. (Source: Investing.com)

Stocks To Watch:

1) PBA (KLSE: 5041)
Technical BUY with +15.3% potential return
* Last: RM2.03 TP: RM2.24, RM2.34 SL: RM1.91
* Timeframe: 2 weeks to 2 months
* Shariah: YES

2) THPLANT (KLSE: 5112)
Technical BUY on breakout (RM0.535) with +15.0% potential return
* Last: RM0.515 TP: RM0.595, RM0.615 SL: RM0.48
* Timeframe: 2 weeks to 2 months
* Shariah: YES

3) NAIM (KLSE: 5073)
Technical BUY on breakout (RM0.905) with +32.0% potential return
* Last: RM0.885 TP: RM1.04, RM1.09 SL: RM0.795
* 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
11 July 2025
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Join our upcoming webinar:

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

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


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UOBKH Hong Kong Retail Market Monitor
11 July 2025

Short Term Opportunity:
1) Longfor Group Holdings Limited(HKEX: 0960)
Technical BUY range HK$10.24-10.38
Last: HK$10.48
TP: HK$11.10/HK$11.70
SL: HK$9.70

2) China Tobacco International (HK) Company Limited (HKEX: 6055)
Technical BUY range HK$32.70-32.90
Last: HK$32.30
TP: HK$35.55/HK$37.30
SL: HK$30.50

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] Genius Moves in Payments
US Market & SG Banks

Presented by
• Paul De Vierno, Strategist, UOB Kay Hian, UOB Kay Hian Singapore
• Jonathan Koh, Director of Research, UOB Kay Hian Singapore

🗓️ Date: Thursday, 17 Jul 2025
⏰ Time: 7.00pm – 8.00pm
Language: English

REGISTER NOW!
https://register.gotowebinar.com/register/4741557480961402208

About This Webinar
On 17 June, the US Senate passed the GENIUS Act, setting a national framework for stablecoins. Visa and Mastercard shares fell about 5% that day. Just two weeks later, on 30 June, US banks announced dividend hikes and share buybacks after clearing the Fed's stress test. Bank stocks rose - and since then, JPMorgan has been powering to record high after record high.

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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] 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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#UOBKayHianMalaysia
#UOBKayHian
#UOBKayHianInvestmentCarnival
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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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#UOBKayHian
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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
__

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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UOBKH Retail Market Monitor

14 July 2025


FBMKLCI: 1,536.07 (-0.45)
Support: 1,500, 1,468
Resistance: 1,572, 1,600

Bursa Top Gainers:
AXIATA (+8.9%), MRDIY (+1.2%), SIME (+1.2%)

Bursa Top Losers:
YTLPOWR (-4.2%), YTL (-2.0+%), NESTLE (-1.8%)

Bursa Trade Statistics
Local Institutions (44.83%): +RM137.21M
Local Retail (16.50%): -RM33.63M
Foreign (38.67%): -RM103.58M

Global Equity Indexes
MSCI Asia : 202.13 (-0.17, -0.08%)
NASDAQ : 20,585.53 (-45.13, -0.22%)
S&P500 : 6,259.75 (-20.71, -0.33%)
DJIA : 44,371.51 (-279.13, -0.63%)

USD/MYR : 4.2510 (-0.0027)
SGD/MYR : 3.3217 (+0.0015)

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

US stocks were lower after the close on Friday, as losses in the Telecoms, Healthcare and Financials sectors led shares lower. At the close in NYSE, the Dow Jones Industrial Average declined 0.63%, while the S&P 500 index lost 0.33%, and the NASDAQ Composite index lost 0.22%. Falling stocks outnumbered advancing ones on the New York Stock Exchange by 1,943 to 818 and 82 ended unchanged; on the Nasdaq Stock Exchange, 2,443 fell and 879 advanced, while 149 ended unchanged. (Source: Investing.com)

Stocks To Watch:

1) ADB (KLSE: 0276)
Technical BUY with +18.3% potential return
* Last: RM1.09 TP: RM1.24, RM1.29 SL: RM0.995
* Timeframe: 2 weeks to 2 months
* Shariah: NO

2) LCTITAN
(KLSE: 5284)
Technical BUY on breakout (RM0.485) with +24.7% potential return
* Last: RM0.47 TP: RM0.555, RM0.605 SL: RM0.415
* Timeframe: 2 weeks to 2 months
* Shariah: YES

3) OMH (KLSE: 5298)
Technical BUY with +29.3% potential return
* Last: RM0.835 TP: RM0.96, RM1.08 SL: RM0.71
* Timeframe: 2 weeks to 2 months
* Shariah: NO

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
14 July 2025
__

Join our upcoming webinar:

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

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


#TradingIdea #UOBKayHian
#UOBKayHianMalaysia

UOBKH Singapore Retail Market Monitor

14 July 2025


Short Term Opportunity:
1) Dfirg USD (SGX: D01)
Technical BUY range: US$2.85-2.86
Last: US$2.88
TP: US$3.18
SL: US$2.76

2) Olam Group (SGX: VC2)
Technical BUY range: S$0.990-0.995
Last: S$0.995
TP: S$1.100
SL: S$0.960

Join UOB Kay HianMalaysia'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