The Nasdaq Composite fell some 2% Friday afternoon, while the S&P 500 and Dow-30 both gave back 1%+ after U.S.-Chinese trade relations suddenly turned south, with a meeting this month between the American and Chinese presidents seemingly canceled.
The $Nasdaq Composite Index (.IXIC.US)$ fell 2.1% to 22,547.94 as of shortly before 12:15 p.m. ET, while the $S&P 500 Index (.SPX.US)$ shed 1.6% to 6,628....

$VS (6963.MY)$
Although the 2026 Malaysian Budget did not explicitly mention VS Industry (a leading Electronics Manufacturing Services/EMS company), it announced several measures that may benefit the Electronics Manufacturing Services (EMS) and high-tech manufacturing sectors.
Below are some key points that may be beneficial to VS Industry and its industry sector:
1. Industrial Development and Investment
* National Industrial Master Plan (NIMP) Fund: An allocation of MYR 180 million has been set aside to establish the NIMP Industrial Development Fund, aimed at financing high-impact industrial development projects. As a critical component of high-tech manufacturing, the EMS sector is expected to benefit, particularly in driving automation and value chain upgrades.
* Government-Linked Investment Companies (GLIC) Investment: Through the GEAR-UP initiative, GLICs will increase domestic investments to MYR 30 billion, up from MYR 25 billion this year. Among these, Khazanah Nasional and Kumpulan Wang Persaraan (KWAP) have already invested MYR 550 million to strengthen the semiconductor ecosystem, which benefits local companies in establishing closer partnerships with multinational corporations. As an EMS provider within the semiconductor supply chain, VS Industry may stand to gain from this.
* SME Export Support: The National Guarantee Corporation (SJPP) is prepared to provide financing guarantees of up to MYR 50 billion for export-oriented medium-sized enterprises...

$99SMART (5326.MY)$
Go go go

$VS (6963.MY)$Although the market is currently volatile, there is greater potential for profit. The demand for components should logically increase. It is believed that EPF continues to support this company because they recognize this opportunity, and it is likely that major shareholders are selling shares to generate more cash flow for better operational efficiency.

$INARI (0166.MY)$ Congratulations to everyone today; let's continue to soar tomorrow.

Based on the overall index target, 1605 points
Top 5 investment themes for Malaysian stocks in the final quarter
Following the fiscal year 2025 results season, CIMB raised the ratings of some Sector. At the same time, it believes that with improved domestic liquidity, lower interest rates, and a relatively stable political environment, the investment opportunities for Malaysian stocks at the end of the second half of the year can be summarized into five core themes.
Currently, analysts have raised the rating of the Malaysian Planting Industry from “neutral” to “increase holdings.”
The main reasons include SD dental straightening $SDG (5285.MY)$In the first half of the year, it surpassed expectations, improved palm oil price prospects, and cooperated with Financial Services $GAMUDA (5398.MY)$Jointly develop solar energy projects and strengthen their renewable energy layout.
Analysts also maintain an “bullish” stance on building materials, construction, Medical, telecommunications, and utilities.
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The five core investment themes for Malaysian stocks in the final quarter:
●Theme 1: Resilience in domestic demand
In the second half of this year, the government's one-time payment of RM100 Mercy Basic Assistance Fund (SARA) became a key support.
This amount of Cash/Money Market was distributed from August 31 to December 31, bringing the total amount of SARA and Mercy Assistance Fund (STR) for the whole year to RM15 billion. Direct funding to low- and middle-income cohort is expected to translate into stronger consumption of daily necessities.
Looking forward to the future, with the straightening of the RON95 RBOB Gasoline subsidy, the government is likely to submit the 2026 budget in October to further add...

$FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$ Will the Malaysian stock market upgrade after the National Day holiday in September?

TheKLCI slipped back to ~1587, with over 600 counters closing redas overall sentiment stayed weak. Daily trading volume also remained soft around2.9B shares.
📌Key Highlights
$DRBHCOM (1619.MY)$ 🚀 → Broke out strongly past RM0.93 after reporting earnings of RM50M+. Momentum looks solid, and if buying continues, next major resistance sits around RM0.98 – RM1.00. Definitely one to watch closely.
Banks & Blue Chips → Counters like $MAYBANK (1155.MY)$, $TM (4863.MY)$ , ...