KUALA LUMPUR: The consumer products sector is expected to maintain earnings resilience and visibility, backed by stable domestic consumption and fiscal support.

在中东冲突局势持续演变，通胀预期上调之际，市场策略转向防守，肯纳格研究因此更看好具抗压能力的高股息股项。...

（吉隆坡27日讯）中东局势升级，给零售消费业带来更明显的成本压力，分析员将消费股盈利预测下调多达8%，预期非必需品影响最大，但仍有4大利好因素支撑消费支出，足以暂时对消费领域维持“正面”看法。MBSB研究今天在报告里指出，中东地区局势动荡导致货运、化肥和包装成本上升，供应和市场受冲击，意味着企业盈利将大幅下调，尤其是需要饲料的家禽业、依靠物流的零售和快速消费品包装等行业均受到影响。至于具有防御性的消费业，分析员指是必需品和特价零售商，其韧性强于非必需品。分析员坦言，其实中东局势升级已不再是...

Staples and value retailers are some of the picks in the retail sector that stand out amid a fresh wave of earnings downgrades triggered by the Iran-Israel conflict, said MBSB Research.

Dividend investing on Bursa Malaysia is facing a reality check, as geopolitical tensions, tax changes and shifting interest rate expectations challenge the notion of "safe" yield plays.

（吉隆坡24日讯）由于中东冲突局势仍动荡，分析员基于2026年通胀率料高涨，进而冲击投资回酬，筛选出在动荡局势中有望保持稳健派息的股票，看好以国内业务为主的公司。这些高股息的内需股，包括时光网（TIMECOM,5031,主板电讯媒体组）、大众银行（PBBANK,1295,主板金融服务组）、MRDIY（MRDIY,5296,主板消费产品服务组）、联昌集团（CIMB,1023,主板金融服务组）、双威建筑（SUNCON,5263,主板建筑组）和百乐园（PARAMON,1724,主板产业组）。肯纳格...

Padini Holdings Bhd's near-term financial performance may benefit from festive demand even though the upside remains limited, given the seasonal nature of the boost, says Apex Research.

券商 ：鼎峰证券研究投资建议 ：守持闭市价 ：1.71令吉（截至3月18日）目标价 ： 1.80令吉每股收益 ：14.6仙 （2026财年估计）本益比 ：13.7倍 （2026财年估计）股息收益率 ：5%（2026财年估计）由于今年农历新年与开斋节皆落在3月，巴迪尼（PADINI，7052，主要板消费）短期业绩可受节庆需求的支撑，但这种提振具有明显的季节性，股价上行空间仍相对有限，因此维持“守持”评级。一般而言，消费者会在节日前三至六周开始添置新装，因此我们预期巴迪尼2026财年...

Mass-market and staples-oriented consumer players are expected to outperform more discretionary names this year amid still-cautious sentiment.

PETALING JAYA: Padini Holdings Bhd's third quarter of its financial year ending June 30, 2026, is likely to come in a little better from Chinese New Year and Hari Raya festivities.

Padini Holdings Bhd (KL:PADINI) is expected to deliver a stronger performance in the second half of financial year 2026 (2HFY2026), supported by festive-driven demand, improving sales mix and cost savings, despite softer consumer spending earlier in the year, according to CIMB Securities.

KUALA LUMPUR: Padini Holdings Bhd’s earnings are expected to improve in the second half of its financial year ending June 30, 2026, as its mass-market positioning captures downtrading trends.

（吉隆坡27日讯）巴迪尼控股（Padini Holdings Bhd）（KL:PADINI）的业绩令人失望，导致股价下跌至6周最低水平。

KUALA LUMPUR (Feb 27): Shares of Padini Holdings Bhd (KL:PADINI) fell on Friday to their lowest in six weeks following the fashion retailer’s underwhelming earnings report.

Padini Holdings Bhd (KL:PADINI) saw its net profit fall 35.8% year-on-year in the second quarter, dragged by weaker sales and higher operating costs. Net profit for the three months ended Dec 31, 2025 (2QFY2026) declined to RM41.32 million from RM64.31 million a year earlier.

（吉隆坡23日讯）随着美国联邦法院裁定美国总统特朗普的关税违法，分析员认为，大马税率可能由原先的19%下调至15%的全球关税，这将有助提升出口动能，美元走软也将推动马币进一步升值，并吸引外资回流大马股市。而特朗普扬言将颁发新“合法关税”，市场预期美国政府可能从全面关税，逐步转向针对性的行业关税，覆盖范围将更有限，对股市而言应属于正面。分析员并预料，短期内马来西亚仍会履行对等关税协议条款，但可能重新检讨去年与美国签署的对等关税协议条款。MBSB研究分析员表示，在其他条件不变的情况下，美国联邦...

KUALA LUMPUR: Bursa Malaysia slipped by 0.36 per cent at midday, weighed down by Malayan Banking Bhd (Maybank), CIMB Group Holdings Bhd and 99 Speed Mart Retail Holdings Bhd.

KUALA LUMPUR: Bursa Malaysia slipped by 0.36 per cent at midday, weighed down by Maybank, CIMB and 99 Speed Mart.

KUALA LUMPUR: Bursa Malaysia stayed higher at midday on continued buying activities in selected financial services, and consumer products and services sectors.