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2026-07-13 15:52:57
[Hong Leong Investment Bank: Malaysian Consumer Sector Receives Multiple Supports in Second Half of Year, Maintains Overweight Rating] (1) Hong Leong Investment Bank analyst Jonathan Ooi points out that the Malaysian consumer sector is expected to maintain its good momentum in the second half of the year, supported by strong household spending, easing input costs, and a recovery in the tourism industry. (2) He expects that the decline in commodity, freight, and fuel costs will benefit producers' profit margins, while a strong labor market will continue to drive consumer demand; at the same time, the government may introduce more measures to benefit consumers. (3) The budget to be announced before the next general election is expected to include policies to stimulate consumption. (4) Hong Leong maintains its "overweight" rating on the Malaysian consumer sector.
