Bursa Malaysia’s benchmark FBM KLCI dropped 6.37 points to close at 1,526.98, reflecting a 0.42% decline as investor sentiment turned cautious on August 4, 2025. The downturn was largely attributed to investors engaging in profit-taking after a sharp rally on the previous Friday. The cautious mood was also weighed down by persistent global trade anxieties and weak economic data from the U.S.
Wider market indices also finished the session lower, with the FBM70 down 0.60%, FBM EMAS off 0.46%, and FBM Small Cap retreating 0.41%. The FBM ACE, however, edged up 0.11%. Technical analysts observe the FBM KLCI is currently consolidating between 1,500 and 1,530, with resistance at 1,550 and support around 1,500.
Key Drivers: Local and Global Policy Impact
A major factor influencing market sentiment was the recent reduction in U.S. tariffs on Malaysian exports from 25% to 19%. While this outcome of bilateral negotiations provided some relief, uncertainties surrounding global trade and the enforcement of non-tariff measures continue to cloud sentiment. The aggressive tariffs imposed by Washington on Southeast Asian nations and global partners have rattled confidence in export-dependent economies.
Domestically, the market is beginning to price in the implications of the recently unveiled 13th Malaysia Plan (RMK13), a five-year roadmap from 2026 to 2031. The plan’s focus on critical reforms in education, healthcare, infrastructure, and housing is a significant long-term driver, with analysts expecting it to provide a solid foundation for domestic-oriented sectors.
Top Movers and Shakers on Bursa Malaysia
Trading volume was led by thinly traded counters. Notably, Trive Property Group gained 0.5 sen on a near-record turnover. Inari Amertron and Magma Group saw pronounced declines, dropping 0.14 sen and 0.03 sen respectively on heavy activity.
FBM KLCI Key Indices Performance (August 4, 2025)
- FBM KLCI: 1,526.98 (-6.37, -0.42%)
- FBM70: 16,614.26 (-99.61, -0.60%)
- FBM ACE: 4,629.37 (+5.00, +0.11%)
- FBM Small Cap: 15,310.45 (-63.78, -0.41%)
Top 10 Movers and Laggards (by one-day change)
- Top Movers: 99 Speed Mart Retail Holdings Bhd (+2.70%), QL Resources Bhd (+1.62%), Nestle (M) Bhd (+1.40%), Inari Amertron Bhd (+1.06%), Sime Darby Bhd (+0.80%).
- Laggards: British American Tobacco (-2.24%), Hong Leong Bank Bhd (-1.84%), Sunway Bhd (-1.74%), Public Bank Bhd (-1.29%), Tenaga Nasional Bhd (-1.28%).
Top Active Stocks (by Volume)
- Trive Property Group Bhd (153.0 million units)
- Magna Group Bhd (61.0 million units)
- Inari Amertron Bhd (56.2 million units)
- Pharmaniaga Bhd (56.2 million units)
- Tanco Holdings Bhd (56.0 million units)
Top Gainers (by value)
- Nestle (Malaysia) Bhd: +RM1.18
- Fraser & Neave Holdings Bhd: +RM0.45
- Petronas Gas Bhd: +RM0.24
- MISC Bhd: +RM0.15
- KL Kepong Bhd: +RM0.14
Top Losers (by value)
- Malaysian Pacific Industries: -RM0.46
- Hong Leong Bank Bhd: -RM0.24
- Petronas Dagangan Bhd: -RM0.20
- British American Tobacco (Malaysia) Bhd: -RM0.15
- IHH Healthcare Bhd: -RM0.14