Banking Sector Leads, Tech Pulls Back, Property Boosted by Policy Hopes

February 5, 2026
Sector Analysis
Bursa Malaysia

The banking sector performed strongly today, while technology stocks saw a pullback due to profit-taking. Property stocks were boosted by expectations of potential government stimulus policies, reflecting differentiated market views across various sectors.

On February 5, 2026, various sectors in the Malaysian stock market showed divergent performances. The banking sector continued its recent strong run, supported by economic recovery and stable interest rate expectations, gaining 1.1% overall today. Public Bank and RHB Bank were notable performers. Concurrently, the technology sector experienced profit-taking, declining by 0.7% overall, particularly semiconductor-related stocks like Inari Amertron and Malaysian Pacific Industries. Investors are shifting some capital from high-valuation tech stocks to more value-oriented traditional industries. Notably, the property sector bucked the trend, rising 0.9% today, fueled by market rumors of potential new property stimulus measures from the government in the upcoming budget, boosting investor confidence. Analysts advise investors to adopt a more selective investment strategy in the current market environment.
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