Widely expected US rate cut to boost large-cap banks, energy stocks, REITs — Kenanga
Rate cuts in the US have been mostly positive for the FBM KLCI with a median return of 8% over a 12-month period after a US rate cut, Kenanga said in a note.
Launches and sales increased slightly in 1H2024, but higher construction costs stifling growth — Rehda survey
Almost half the respondents reported having unsold completed residential units, citing the top reasons as loan rejection, low demand and bumiputera lots.
Malaysia’s property sales surge 23.8% y-o-y to RM105b in 1H2024, says Napic
This compares to the RM85.
BIMB expects robust property sector in 2025, maintains 'overweight' rating
The Housing Credit Guarantee Scheme is set to incentivise first-time homeownership, boosting growth in the residential real estate sector in the second half of the year.
BIMB Securities sees stronger 2025 for developers, keeps 'overweight' sector rating
"We favour developers with strong sales history, reputable brands, substantial land holdings in desirable locations, and minimal holding costs," it said in a note on Thursday.
RHB bullish on Johor as Malaysia’s next economic powerhouse
“Major developers remain confident on the long term outlook with Johor continuing to be an important market.
Aging office buildings without sustainability upgrades risk losing tenants — JLL Malaysia
According to the JLL’s study, newly-completed ESG-compliant office buildings in Greater KL command higher occupancy rates at 80% to 90%, with average achievable rents exceeding non-green buildings.
Kuala Lumpur’s industrial market driven by international plans and strategic expansions — JLL Malaysia
KL’s industrial market saw completions in 1H2024 with approximately 1.
JLL Malaysia: House prices in Greater KL expected to go up through the end of the year
Speaking at the launch of JLL Malaysia’s 2Q2024 Greater Kuala Lumpur (KL) Property Market Monitor on Wednesday, JLL Malaysia managing director Jamie Tan said that the upward price trend for both primary and secondary markets is due to inflation, as well as the rising of construction cost and building material prices.
Property stocks remain in comeback mode
Maybank Investment Bank Research analyst Wong Wei Sum upgraded the property sector to “positive” from “neutral” previously, on grounds of value emergence.
