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On September 29, analysts Toh Woo Kim and Sam Jun Kit from Hong Leong Investment Bank (Hong Leong IB) released a report. In this report, they pointed out that the direct repercussions of US chip tariffs on Malaysia's tech sector could be somewhat limited. This is mainly because the majority of companies in this sector have a relatively low level of sales dependency on the US market.
At the same time, prominent US companies like Apple have secured tariff exemptions, which helps mitigate some of the associated risks. Nevertheless, the more significant threat stems from secondary effects, such as a sluggish end - user demand. These secondary impacts are far more challenging to evaluate accurately.
Given these circumstances, Hong Leong IB has decided to maintain a neutral stance in its rating of Malaysia's tech sector.
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