Foreigners Offload Malaysian Bank Stocks, Excluding RHBBANK. Where's the Hidden Value?
Hey everyone! 👋
In the past week, foreigners offloaded RM871.6 million from Malaysia’s big banks, except $RHBBANK (1066.MY)$. Meanwhile, local institutions poured RM1.31 billion into financials.
And there’s a surprising twist: foreigners also quietly bet on construction and tech. Let's break down.
Market Pulse: Tariffs Ignite Global Turmoil
Trump’s Trade Wars Escalate:
25% steel/aluminum tariffs hit March 12, followed by a 200% threat on European alcohol. The EU vows retaliation on $26B of U.S. goods like whiskey and motorcycles.
U.S. Deficit Hits Record:
Budget deficit hits $1.15T in 5 months, with February’s $307B up 4% YoY. Consumer sentiment tanks to a 2.5-year low as inflation fears surge.
Market Reactions:
Dow Jones crashes 3.07%, Nasdaq drops 2.43%, while China’s Shenzhen CSI 300 bucks the trend with +1.59% gains. Brent crude edges up to $70.58/bbl; Ringgit weakens to RM4.4462.
Asia’s Money Moves: Foreigners Flee, Philippines Defies
$6.73B Exodus:
Third straight week of net outflows across Asia, led by Taiwan (-$3.8B) ( $Taiwan Semiconductor (TSM.US)$ selloff) and South Korea (-$1.51B) (geopolitical jitters).
Philippines Surges:
$32.5M inflow as credit ratings and economic resilience attract buyers despite political chaos (arrest of ex-President Duterte).
India’s 14th Week of Outflows:
$603.9M yanked out amid edible oil shortages and forex swap-driven reserves surge.
Malaysia Breakdown
Foreigners Hit the Panic Button
21st Week of Selling: Dumped RM1.34B, worst in weeks, targeting Financials (-RM703.8M) and Consumer Stocks (-RM122.6M).
Selective Bets: Snuck into Construction (+RM108M) and Tech (+RM22M).
Locals Step Up
Institutions: Bought RM1.31B (doubling prior week’s buys), loading up on $CIMB (1023.MY)$ (RM305M) and $MAYBANK (1155.MY)$ (RM265M).
Retail: Fifth week of buying, but at a crawl, RM31.5M, chasing $CIMB (1023.MY)$ (RM88M) and $GAMUDA (5398.MY)$ (RM17.7M).
Stock Spotlight: Who’s Buying What?
Strategy Breakdown: Why Divergence?
Foreigners: Fleeing trade-war risks, they’re dumping cyclical Financials and hiding in Healthcare ( $KPJ (5878.MY)$+75.9M).
Institutions: Betting on Malaysia’s domestic strength, they’re doubling down on $CIMB (1023.MY)$ and $TENAGA (5347.MY)$ for steady dividends.
Retail: Chasing short term gains in $CIMB (1023.MY)$ but trimming losers like $PBBANK (1295.MY)$, a classic "buy high, sell low" move.
Risks to Watch
1) Tariff talks collapse between the US, Mexico, and Canada.
2) The Fed turns hawkish if inflation spikes.
Your "betting ticket" for today? Drop it below, let’s see who’s bagging alpha this week!
Easily track capital movements and seize investment opportunities in advance!
Source: MIDF, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
Market Insights
Hot Topics Hot Topics
The Week Kicks Off: Bank Earnings, CPI Data, and Possible Action on Iran
This week brings a triple threat for markets: major bank earnings, crucial inflation data that could alter Fed policy, and rising geopolitic
In One Chart
Dec 1, 2025 13:36
December's Must-See Financial Events: FOMC Meeting, Jobs and Inflation Data, Santa Claus Rally, and More
Moomoo Insights
Dec 24, 2025 22:09
U.S. E-commerce vs. Traditional Retailers: Is a Battle Inevitable? A Comparison of Amazon and Walmart
103415319 : banks up up n away
104731779 : rhb div ex date 21 zmar. most other bank ex dividend date over. my 2 cts
103775337 : nice
Investmentking : will our bank give us div more than 10% like some bank in different country?
HUAIJUN : what’s your thought on Malaysian bank stocks?theedgesingapor...
Moomoo News MY OP 104731779 : nice~ and most banks will pay dividends in the next two weeks![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Moomoo News MY OP Investmentking : The dividend may be 6%, but if the stock price rises by more than 10% in a year, it is very likely that the yield of dividends + capital gains will exceed 10%![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
moomoo.com/comm...
All Also Taken Moomoo News MY OP : If the price rises, the dividend ratio drops, so it will end up the same in the end.
Apezz77 :
钱赚钱的道路 : Everyone be careful. There is a group of scammers. F178 Malaysia Intelligent Sharing Conference. Be careful. Do not participate in private placements. You definitely won't get your hard-earned money back.