Malaysia Dividend Stocks Likely Defensive Choice Amid Mideast Conflict -- Market Talk

Dow Jones03-24

0331 GMT - Malaysia dividend stocks are expected to remain resilient amid ongoing Middle East uncertainty, supported by strong cash flow, stable earnings and low volatility, Kenanga IB analysts led by Peter Kong say in a note. The conflict has shifted expectations for the timing of U.S. rate cuts and slightly raises Malaysia's 2026 inflation outlook, weighing on returns. Kenanga expects inflation to edge up to 2.1% from 1.9% in 2026. The bank's preference is for domestically driven names such as TIME dotCom, Public Bank, Mr. D.I.Y., CIMB Group, Sunway Construction and Paramount. For more externally exposed sectors, Kenanga prefers oil-and-gas players including Dayang Enterprise and MISC, and planters such as PPB and TA Ann, which may benefit from higher commodity prices despite increased volatility. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

March 23, 2026 23:31 ET (03:31 GMT)

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The conflict has shifted expectations for the timing of U.S. rate cuts and slightly raises Malaysia's 2026 inflation outlook, weighing on returns. Kenanga expects inflation to edge up to 2.1% from 1.9% in 2026. The bank's preference is for domestically driven names such as TIME dotCom, Public Bank, Mr. D.I.Y., CIMB Group, Sunway Construction and Paramount. For more externally exposed sectors, Kenanga prefers oil-and-gas players including Dayang Enterprise and MISC, and planters such as PPB and TA Ann, which may benefit from higher commodity prices despite increased volatility. 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