iFAST Capital Malaysia

21/08/2026

Japan’s rising-rate cycle could still have more to give MUFG. 🇯🇵📈

MUFG delivered record 1QFY2026 net profit of JPY809.4 billion, up 48% YoY, supported by double-digit growth across net interest income, fee income and trading income. Further BOJ rate hikes could continue supporting margin expansion as lending rates reprice faster than deposit costs.

With resilient asset quality and potential support from share buybacks and continued dividend growth, iFAST Research expects MUFG’s NYSE-listed ADR to reach USD28.00 by FY2028, implying 23.1% upside, alongside a 2.1% dividend yield.

Read more: https://www.ifastcapital.com.my/myifast/learning-hub/article-story/stocks/388240/mufg:-banking-on-japan%E2%80%99s-rate-hikes-for-more-upside?category=all

MUFG is emerging as one of the clearest beneficiaries of Japan?s ongoing monetary policy normalisation. Its record 1QFY2026 earnings were supported by broad-based growth, while further BOJ rate hikes could extend the NIM expansion cycle.

19/08/2026

Resilient income, solid logistics fundamentals, and growing data centre exposure. 📊🏢

Stoneweg Europe Stapled Trust (SERT) delivered a steady 1H26, with like-for-like NPI up 1.3% YoY and DPS rising 1.4% YoY, while its AiOnX data centre investment continues to gain traction.

Despite higher-for-longer rate risks, SERT continues to offer an attractive valuation and income profile. iFAST Research maintains its BUY rating with a target price of EUR 1.79.

Read more: https://www.ifastcapital.com.my/myifast/learning-hub/article-story/stocks/387880/stoneweg-europe-stapled-trust:-resilient-income,-data-centre-gains-mom?category=all

SERT delivered resilient 1H26 results, with like-for-like Net Property Income up 1.3% YoY and Distribution Per Share growing 1.4% YoY, underpinned by strong logistics fundamentals and disciplined capital management. We maintain our BUY rating and EUR 1.79 target price, with SERT trading at about 23%...

15/08/2026

AMD delivered a solid 2Q26 beat but strong results alone weren’t enough to clear elevated market expectations. 📊

With EPYC share gains and Helios ramp in focus, ex*****on will be key from here.

Read more: https://www.ifastcapital.com.my/myifast/learning-hub/article-story/stocks/386880/amd-2q26:-solid-earnings-beat,-but-not-enough-to-clear-elevated-expect?category=all

AMD delivered a solid 2Q26 beat, supported by continued EPYC share gains and strong MI350 adoption. We remain constructive on AMD?s fundamental outlook and raise our revenue assumptions with management?s stronger server guidance due to Helios ramp. However, market already pricing in Data Centre acce...

14/08/2026

South Korea’s AI story goes beyond memory chips 🤖

From physical AI and robotics to infrastructure and sovereign AI models, new growth drivers are emerging across the market.

Read more: https://www.ifastcapital.com.my/myifast/learning-hub/article-story/research/386701/south-korea-ai:-is-the-ai-story-beyond-memory-compelling?category=all

Although market attention on South Korean equities remains largely focused on two memory chipmakers, the AI story beyond memory is equally compelling, given the country's advanced manufacturing base and technology infrastructure.

07/08/2026

Introducing the iFAST Global Income Portfolio — designed to deliver monthly income through a globally diversified mix of bonds, dividend equities and option income strategies.

Professionally managed with no lock-in period. Suitable for income seeking investors.

Learn more at www.ifastcapital.com.my

Past performance and backtested results are not indicative of future performance. Distributions are not guaranteed.

06/08/2026

Already invested in US technology stocks? It may be time to look beyond the familiar names. 🌍

The Maybank Global Sustainable Technology Fund provides diversified exposure to leading companies across AI, cloud computing, semiconductors and software, supported by strong fundamentals and ESG considerations.

Find out why it is our Fund Choice for August 2026:
https://www.ifastcapital.com.my/myifast/learning-hub/article-story/funds-and-personal-finance/383800/fund-choice-august-2026:-maybank-global-sustainable-technology-fund?category=all

31/07/2026

MAS is tightening again but Singapore’s investment story remains firmly intact.

A stronger Singapore dollar and stabilising interest rates could support banks and selected energy infrastructure companies, while S-REIT opportunities remain more selective.

Discover why iFAST Research remains constructive on Singapore equities.

Read more:
https://www.ifastcapital.com.my/myifast/learning-hub/article-story/research/383140/mas-july-tightening:-a-firmer-policy-signal,-an-unchanged-investment-c

Two consecutive policy tightenings signal that MAS is taking a pre-emptive approach to inflation while deliberately calibrating the pace of tightening. We explain why the latest move reinforces our constructive view on Singapore equities and its implications for banks, S-REITs, energy infrastructure...

29/07/2026

The latest US tariffs may appear sweeping, but broad exemptions covering semiconductors, electronics and AI-related products significantly limit their impact on Asia’s key growth industries.

With stronger regional trade links and more diversified supply chains, Asia’s long-term investment case remains intact. iFAST Research maintains a 3.0-star “Attractive” rating on Asian equities.

Read more:
https://www.ifastcapital.com.my/myifast/learning-hub/article-story/research/382521/the-latest-us-tariffs-look-sweeping-their-impact-on-asia-is-far-more-l

The US's new forced-labour tariffs have sparked concerns over another escalation in global trade tensions, but the headline rates mask a far more nuanced reality. Read the article to find out why Asia?s investment case is intact.

24/07/2026

🤖 ServiceNow’s 2Q26 results showed AI monetisation becoming more tangible, supported by stronger-than-expected earnings, resilient enterprise demand and ServiceNow AI crossing USD1 billion in ACV.

Margin defence remains a key watchpoint as AI and hyperscaler usage costs increase.

📖 Read more: https://www.ifastcapital.com.my/myifast/learning-hub/article-story/stocks-ideas/381902/servicenow-2q26-earnings-review:-ai-monetisation-is-becoming-real

The quarter strengthened ServiceNow?s AI monetisation thesis while enterprise demand remained resilient. The trade-off is lower subscription gross margin and ex*****on risk around AI Control Tower integration.

23/07/2026

🔧 TSMC’s Q2 2026 results reinforced the positive outlook for Asian semiconductors, supported by strong AI infrastructure demand, upgraded revenue guidance, and continued CapEx expansion.

The article highlights that supply bottlenecks are spreading across the semiconductor supply chain, creating broader opportunities across Asia.

📖 Read more: https://www.ifastcapital.com.my/myifast/learning-hub/article-story/stocks-ideas/381542/tsmc-q2-2026-results:-why-we-are-so-bullish-on-asian-semiconductors

TSMC?s latest results offer the clearest evidence yet that the AI investment cycle remains far from its peak, reinforcing our bullish view on Asian semiconductors.