Malaysia’s Corporate Earnings Season Kicks Off: Key Sectors to Watch as Traders Brace for Market Shifts
KUALA LUMPUR, 6 August 2025 Malaysia’s quarterly corporate earnings season is underway, with public listed companies on Bursa Malaysia beginning to release their Q2 results throughout August. Investors and traders are keenly watching the financial disclosures to recalibrate their strategies amid a mix of macroeconomic resilience and evolving sector-specific dynamics.
Early indicators point to continued strength in Banking, Technology, Consumer, and Utilities. Select counters are expected to deliver resilient earnings, supported by stable demand, cost optimisation, and regional tailwinds. Banks are likely to benefit from sustained interest income strength. Meanwhile, technology stocks, especially those linked to global semiconductor and AI value chains are showing early signs of recovery.
“Our initial review of Q2 results and guidance from key players shows encouraging signs in financial services and selected export-oriented technology stocks,” said Kenny Yee, Head of Research at Rakuten Trade. “With the Ringgit remaining relatively stable and consumer sentiment improving, we also anticipate a moderate rebound in consumer-facing stocks. Traders should closely track updates from banking heavyweights, large-cap tech, and staple consumer names to position for medium-term growth.”
Among early reporters this quarter, Fraser & Neave Holdings posted a 15.16% YoY decline in 2QFY25 net profit to RM140.3m, attributed to higher tax expenses, startup losses from its dairy operations, and softer revenue. Westports Holdings 2QFY25 net profit grew 15% YoY to RM231m thanks to higher throughput. Axis-REIT net income rose 20.5% YoY to RM46.9m, driven by higher property income. Meanwhile, Hartalega’s 1QFY3/26 net profit dipped 60% YoY to RM12.6m due to weaker average selling prices, stronger Ringgit and lower capacity utilisation.
With investor sentiment expected to fluctuate throughout August, Rakuten Trade encourages market participants to leverage its digital-first trading platform to capture opportunities across both local and foreign markets.
“We expect this earnings season to stir market activity, creating timely opportunities for traders. As Malaysia’s first fully digital equity broker, Rakuten Trade offers the most competitive brokerage fees in the market, with fees starting as low as RM1 per trade,” said Kazumasa Mise, CEO of Rakuten Trade. “Our clients also benefit from access to multi-market trading, unique point-based reward systems, and a seamless user experience tailored for both new and seasoned traders. There’s never been a better time to trade actively and smartly.”
Rakuten Trade continues to empower Malaysian investors with research-backed insights and user-friendly trading solutions. With results season in full swing, traders can expect increased volatility and opportunity on Bursa Malaysia.
