English

  • Market Movement: The Bursa Malaysia Energy Index reached a one-year high of 817.29, surging 2.77% amidst broader market declines.
  • Oil Price Surge: Brent crude climbed past US$100 per barrel for the first time in over 3.5 years, hitting US$117.30 during the session due to Middle East conflict.
  • Key Gainers: Handal Energy and Hengyuan Refining led the rally, with significant gains also reported by Hibiscus Petroleum and Petra Energy.
  • Sector Outlook: Public Investment Bank upgraded the oil and gas sector to "Overweight," projecting prices to remain above US$100 for the next five months due to supply risks at the Strait of Hormuz.
  • Economic Impact: While energy and plantations remain resilient, sectors like aviation, construction, and automotive are expected to face negative pressure.

中文

  • 市场动态：受中东局势升级影响，大马交易所能源指数上涨2.77%，达到817.29点的一年新高，与大盘跌势形成鲜明对比。
  • 油价飙升：受冲突引发的生产与航运中断影响，布伦特原油价格突破每桶100美元大关，盘中一度升至117.30美元，为三年半以来首次。
  • 领涨股：Handal Energy 与恒源炼油 (Hengyuan Refining) 领涨，Hibiscus Petroleum 及 Petra Energy 亦录得强劲涨幅。
  • 行业展望：大众投资银行将油气行业评级上调至“增持”，预计由于霍尔木兹海峡的供应风险，油价将在未来五个月保持在100美元以上。
  • 经济影响：能源与种植板块表现强韧，但航空、建筑、汽车及手套制造行业预计将受到负面冲击。