RHB Research believes Coraza Integrated Technology Bhd should post stronger results year-on-year (y-o-y) and quarter-on-quarter in the fourth quarter of financial year 2025 (4Q25), driven mainly by high utilisation rates and new projects ramping up amidst a semiconductor equipment capital expenditure (capex) upcycle.

PETALING JAYA: A firmer year is expected for the local technology sector, driven by the demand for artificial intelligence (AI) particularly as strength in logic and memory chips broaden into other sub sectors.

受人工智能（AI）引领的全球半导体上行周期及存储器市场的复苏，有望推动大马科技行业在2026年迎来更稳健的增长。...

（吉隆坡16日讯）兴业投资银行指出，大马科技行业今年有望录得更强劲的增长，推动力来自人工智能（AI）引领的全球半导体行业周期性上涨、存储器需求增长以及资本开销增加。

KUALA LUMPUR (Jan 16): Malaysia’s technology sector is poised for stronger growth in 2026, driven by a global semiconductor upcycle led by artificial intelligence (AI), rising memory demand and higher capital spending, according to RHB Investment Bank.

MALAYSIAN semiconductor and technology stocks have pulled off a comeback few would have dared to call earlier this year. From the depths of a sell-off — initially sparked by former US president Joe Biden’s Artificial Intelligence (AI) Diffusion Rule in January, and later exacerbated by ...

KUALA LUMPUR: Coraza Integrated Technology Bhd is expected to end the year with a record-high revenue, supported by a robust order book of about RM90 million.

（吉隆坡22日讯）盔甲综合科技（Coroza Integrated Technology Bhd）（KL:CORAZA）上涨至6个月高位，因为业绩超出预期，但分析员谨慎表示下半年可能放缓。

Coroza Integrated Technology Bhd (KL:CORAZA) could slow down in the second half, analysts cautiously say, while the stock rose to a six-month high after the company beat earnings expectations.

券商 ：乐天交易证券研究投资建议 ：技术买进闭市价 ：52.5仙（截至7月31日）买进价格 ：47仙至50.5仙第一道支撑水平：47仙第二道支撑水平：45仙第一道阻力水平：52仙第二道阻力水平：55仙止损点 ：45仙盔甲综合科技（CORAZA，0240，创业板工业）突破盘整形态并释放趋势逆转讯号，在黄金交叉与技术指标转强的带动下，短期内有望走高。该股周三（30日）收盘见强劲阳线，突破过去约一个半月形成的看涨旗形形态，...

Listed technology companies are experiencing improved order flows and opportunities arising from the current geopolitical situation, analysts say.

DESPITE the potentially higher costs and competitive disadvantages resulting from the 25% tariff on Malaysian exports to the US effective Aug 1, precision engineering components manufacturer Northeast Group Bhd (KL:NE) remains confident about the resilience of its export-driven business and is ba...

（吉隆坡19日讯）尽管大马科技股首季业绩表现逊色，但分析员仍然看好该领域前景，预期盈利将回升，目前股价疲软令估值更具吸引力。兴业研究分析员指出，科技领域在2025年首季受到过度扩张导致的赚幅收缩，加上汇率等影响，拖累盈利表现。但是，首季营收增长趋势强劲，加上多数科技企业乐观展望，显示复苏态势将持续，乐观前景支撑未来盈利回升的预期。该行认为，随着科技业普遍惨遭抛售，导致股价低迷，该领域估值越来越具吸引力。目前该领域的本益比约为20倍，低于过去5年平均值。随着企业盈利改善、全球不确定性缓解，兴...

RHB Research remains positive on the local technology sector despite muted earnings in the first quarter of the year (1Q25), as stronger revenue trends and optimistic guidance from many companies point to a continued recovery.

KUALA LUMPUR: Earnings of technology firms are expected to rebound in the coming quarters despite ongoing margin pressures, said RHB Investment Bank Bhd (RHB Research).

分析：达证券目标价：66仙最新进展：盔甲综合科技（CORAZA，0240，创业板）2025财政年首季（截至3月31日止）转亏为盈，净赚268万令吉。首季营业额则录得3584万令吉，增长81.42%。（取自盔甲综合科技官网）行家建议：盔甲综合科技自2023财政年第3季开始蒙受亏损，并在2024财政年第3季方成功转亏为盈，现财政年首季也延续了良好势头，录得290万令吉核心净利。管理层在业绩汇报会上表示，在稳健的订单与新产品贡献增加的带动...

（吉隆坡24日讯）美国向全球征收对等关税，迫使制造商加速向东盟地区转移，分析师看好，科技相关产品订单料在短期内迅速激增，本地科技领域有望从中受益。兴业投行研究在分析报告中指出，经历首轮美中贸易摩擦后，全球供应链已变得更为稳健。同时，多数国内科技供应链企业并未直接对美国出口零件、集成电路或相关设备，因此能在极大程度上免受关税的直接影响。分析看好，我国科技领域预计在贸易转移中获利。趋势日益显著“大部分出货协议采用工厂交货条款（EXW），意味着潜在影响更多来自间...

（吉隆坡24日讯）兴业投资银行警告称，美国贸易政策不一致可能会推迟关键的资本开销决策及制造业重新分配时间表，从而给科技行业盈利带来压力。

RHB Investment Bank cautioned that inconsistent US trade policies could defer critical capital expenditure (capex) decisions and manufacturing reallocation timelines, pressuring technology sector earnings.

Malaysia’s semiconductor industry is expected to reach US$18 billion (RM80 billion) in revenue by 2025. But the market is largely dominated by big foreign multinationals, with small- to medium-sized local companies supporting them in terms of components, materials and services as part of the semi...