Maybank and CIMB showed strong performance last week, driving the banking sector upwards. Analysts are optimistic about banking stocks in 2026, expecting stable net interest margins and sustained loan growth. Robust economic recovery and potential OPR adjustments could further support profitability.
Malaysia's two largest banking giants, Malayan Banking Bhd (Maybank) and CIMB Group Holdings Bhd, displayed strong performance last week, closing at RM9.55 and RM6.80 respectively, driving the entire banking sector higher. Analysts generally believe that despite global economic challenges, the Malaysian banking industry will remain resilient in 2026. Net Interest Margins (NIM) are expected to remain stable, while domestic economic recovery will support loan growth, particularly in the retail and SME segments. Furthermore, as inflationary pressures gradually ease, Bank Negara Malaysia's potential future adjustments to the Overnight Policy Rate (OPR) could provide additional support for bank profitability. Investors should continue to monitor banking stocks for their dividend-paying capabilities and asset quality.
Share: