Rumah > Saham > Aksi Pelabur Asing di Bursa Malaysia

Aksi Pelabur Asing di Bursa Malaysia

Sejak awal bulan Jun, saya tidak banyak melakukan transaksi di pasaran saham. Lebih banyak membaca, tunggu dan lihat pergerakan saham, perkembangan ekonomi dan suasan politik global.

Aksi rancak Bursa Malaysia sejak akhir-akhir ini banyak dipengaruhi oleh pelabur asing atau lebih dikenali sebagai ‘hot money’. Minggu akan ada rally sedikit selepas pilihanraya Greek selesai, tapi aktiviti penjualan oleh pelabur asing amat mendebarkan. Apa tindakan anda? Apa yang pasti risiko untuk membeli ekuiti ketika ini adalah agak tinggi.

Petikan BizStar sangat menarik untuk diamati bagi memahami suasana pelaburan tempatan:

KUALA LUMPUR: Malaysia which had last month bucked the regional trend and recorded net foreign fund inflows for the eighth consecutive month may see some stocks succumb to selling pressure by foreigners in the months ahead, analysts said.

Credit Suisse in a note issued recently highlighted ten stocks which have high foreign shareholdings that are susceptible to a selldown should these hot money decide to eventually leave Malaysia. “Hot money” as it is termed, is also known as foreign purchases into any type of local financial security including equities and the money market.

“If macro concerns continue to plague regional markets, we highlight Malaysian stocks which are widely held by foreigners which could be vulnerable in a selldown,” Credit Suisse said.

The report highlighted that stocks with high foreign shareholdings are AirAsia Bhd, Genting Bhd, IJM Corp Bhd, Genting Malaysia Bhd, CIMB Group Holdings Bhd, Gamuda Bhd, Alliance Financial Group Bhd, Public Bank Bhd, British American Tobacco (M) Bhd and Axiata Group Bhd.

It is also noteworthy that foreigners have continued to buy Malaysian stocks, bucking the regional trend for the month of May despite fears of eventual outflows and political risks.

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