Topic: analyst reports | The Star

Energy sector overweight as govt accelerates CRESS

KUALA LUMPUR: The energy sector is getting a boost from the government's new Acceleration Package to drive adoption of the Corporate Renewables Energy Supply Scheme (CRESS), with the initiative expediting the signing of CRESS agreements and making the projects move viable, says RHB Research.

Property launches to boost Glomac sales momentum from 2Q onwards

PETALING JAYA: Glomac Bhd could see its sales momentum pick up from the second quarter (2Q) of 2027, as remaining property launches are rolled out progressively.

Multiple drivers to support Uzma in FY27

PETALING JAYA: Uzma Bhd's earnings growth is expected to pick up in financial year 2027 (FY27), supported by recovering seismic vessel utilisation, recently secured projects and an expanding tender book.

Uneven gains ahead for semiconductors

PETALING JAYA: Malaysia's semiconductor sector is poised to continue benefiting from the ongoing global supercycle, driven by robust demand from artificial intelligence (AI) investments and data centre (DC) infrastructure expansion.

Ranhill poised to benefit from Johor data centre and industrial growth

PETALING JAYA: Ranhill Utilities Bhd is well positioned to benefit from Johor's expanding data centre (DC) and industrial sectors, with rising water demand and higher tariffs expected to provide structural support to its earnings.

Secondary market deals point to Keyfield upside

PETALING JAYA: Keyfield International Bhd's offshore support vessel (OSV) fleet could be worth significantly more than the value reflected in the company's books, based on recent transactions in the secondary market, according to Kenanga Research.

Banking sector tailwinds forecast to fade past 2027

PETALING JAYA: Tailwinds persist within the banking sector but some will not last indefinitely, with the main threat to growth prospects being current levels of loan demand not sustaining past 2027, and wealth management still being in its "low-hanging fruit" phase.

Private hospitals set for higher patient volumes

PETALING JAYA: A stronger outlook for private hospitals is anticipated for the second half of 2026 (2H26) after a mixed second quarter (2Q26), supported by seasonally higher patient volumes, medical tourism, improving utilisation and a richer case mix.

Kerjaya Prospek’s DC push bolsters earnings outlook

PETALING JAYA: Kerjaya Prospek Group Bhd is poised for stronger earnings visibility after securing its maiden direct data centre (DC) mechanical, electrical and plumbing (MEP) contract, with analysts maintaining a positive outlook on the construction group and raising their target prices.

Photonics boost for EG Industries

PETALING JAYA: EG Industries Bhd is expected to enter a stronger growth phase in the financial year ending June 30, 2027 (FY27) as the company's photonics business ramps up.

政府加快推进 CRESS 计划，能源板块权重超配

吉隆坡：RHB 研究表示，政府推出新的加速配套计划，旨在推动企业可再生能源供应计划 (CRESS) 的实施，从而提振能源行业。该计划加快了 CRESS 协议的签署，使项目更具可行性。

从第二季度开始，新楼盘的推出将提振Glomac的销售势头。

八打灵再也：随着剩余房地产项目的逐步推出，Glomac Bhd 的销售势头可能会从 2027 年第二季度开始回升。

2027财年，多位司机将为Uzma提供支持。

八打灵再也：在地震勘探船利用率恢复、近期获得的项目以及不断扩大的投标订单的支持下，Uzma Bhd 的盈利增长预计将在 2027 财年（FY27）加快。

半导体行业未来发展将不均衡

八打灵再也：受人工智能 (AI) 投资和数据中心 (DC) 基础设施扩张带来的强劲需求驱动，马来西亚半导体行业有望继续受益于当前的全球超级周期。

Ranhill有望受益于柔佛州数据中心和工业增长

八打灵再也：Ranhill Utilities Bhd 已做好充分准备，将受益于柔佛州不断扩张的数据中心 (DC) 和工业部门，不断增长的用水需求和更高的水费预计将为其盈利提供结构性支撑。

二级市场交易预示着Keyfield股价上涨潜力

八打灵再也：肯纳格研究公司表示，根据近期二级市场的交易情况，Keyfield International Bhd 的海上支援船 (OSV) 船队的价值可能远高于该公司账面上反映的价值。

预计银行业利好因素将在2027年后逐渐消退。

八打灵再也：银行业持续受益于利好因素，但有些利好不会无限期持续下去。增长前景面临的主要威胁是，目前的贷款需求水平无法持续到 2027 年以后，而财富管理仍处于“唾手可得”的阶段。

私立医院预计患者数量将增加

八打灵再也：在经历了喜忧参半的第二季度（2Q26）之后，预计2026年下半年（2H26）私立医院的前景将更加乐观，这得益于季节性患者数量增加、医疗旅游、利用率提高以及病例组合更加丰富。

Kerjaya Prospek 的 DC 推动提振了盈利前景

八打灵再也：Kerjaya Prospek Group Bhd 在获得首个直接数据中心 (DC) 机电管道 (MEP) 合同后，有望获得更强劲的盈利可见性，分析师对这家建筑集团保持乐观展望，并上调了目标价格。

光子技术助力EG工业发展

八打灵再也：随着公司光子业务的加速发展，EG Industries Bhd 预计将在截至 2027 年 6 月 30 日的财政年度（2027 财年）进入更强劲的增长阶段。