https://www.nst.com.my/amp/business/corporate/2026/01/1359745/consumer-sector-remains-defensive-rhb-keeps-overweight-call

KUALA LUMPUR: The consumer products sector will continue to provide a defensive shelter by offering earnings visibility amid the volatile market conditions.

RHB Research said that this will be supported by the domestic-centric earnings bases and resilient consumption.

"Fundamentally, the rising prominence of the Sumbangan Asas Rahmah initiative as a fiscal support tool should direct more spending to the sector, whilst the inclusive petrol subsidy rationalisation approach has removed a major overhang and cooled down inflationary risks," it said in a note.

Other sector catalysts include the stronger ringgit, wage growth and the Visit Malaysia Year 2026 campaign.

RHB Research said the main beneficiaries of the government's fiscal policy will continue to be favoured by investors, including 99 Speed Mart Retail Holdings Bhd and Nestle (Malaysia) Bhd.

"Meanwhile, Farm Fresh Bhd's robust growth momentum and expansion headroom in regional markets should keep investors excited.

"Other than that, we highlight that a few quality consumer retail players – Eco-Shop Marketing, Mr DIY Group (M) Bhd, AEON Co (M) and Focus Point Holdings Bhd – are trading at more reasonable or undemanding valuations.

"This is compelling, as we believe discretionary spending could pick up in tandem with the improving consumer sentiment ahead," it said.

The firm expects to see a sequential pick-up in sales in the fourth quarter of 2025, while earnings should be driven by favourable year-end seasonal factors.

RHB Research maintained its "Overweight" call on the sector.

https://www.chinapress.com.my/20260114/%E7%84%A6%E7%82%B9%E7%9C%BC%E9%95%9C%E6%99%8B%E9%A9%AC%E8%82%A1%E4%BC%98%E8%B4%A8%E6%8C%87%E6%95%B0%E6%88%90%E4%BB%BD%E8%82%A1/

（吉隆坡14日讯）继去年列入FTSE4Good指数后，焦点眼镜（FOCUSP，0157，主要板消费）宣布，今日再获选为马股优质50指数（BMQ）及马股优质50伊斯兰指数（BMQ-S）成份股。

根据文告，BMQ和BMQ-S是针对非富马隆综指成份股的“优质股”指数。入选企业必须拥有至少两年的上市纪录、市值超过3亿令吉、过去12个月交易周转率达10%，且不能是PN17或GN3公司。

焦点眼镜在盈利能力、资本结构，以及现金流对净利比率方面表现优异，因此获选为BMQ和BMQ-S指数。焦点眼镜总裁兼总执行长拿督廖俊亮指出，获选入这两个指数，彰显公司在盈利稳定性、资本管理及收益质量方面表现强劲。

他强调，公司将继续保持稳健的财务基础，以可持续发展作为业务核心，为股东创造长期价值。

https://www.thestar.com.my/business/business-news/2026/01/14/focus-point-joins-bursa-malaysia-quality-indices

PETALING JAYA: Focus Point Holdings Bhd has been included in the Bursa Malaysia Quality 50 Index (BMQ) and Bursa Malaysia Quality 50 Shariah Index (BMQ-S), following its inclusion in the FTSE4Good Bursa Malaysia (F4GBM) Index and FTSE4Good Bursa Malaysia Shariah (F4GBMS) Index in 2025.

In a statement, the company said the inclusion in both the newly introduced quality index series highlights the group’s strength in delivering sustainable growth through its strong financial fundamentals and responsible business practices.

The BMQ is Bursa Malaysia’s first in-house “quality” factor index, selecting 50 eligible non-FTSE Bursa Malaysia Kuala Lumpur Composite Index companies that exhibit “quality” characteristics.

Eligible constituents must have at least a two-year listing track record, meeting a minimum market capitalisation threshold of RM300mil and minimum trading velocity of at least 10% over the past 12 months, while not being classified as Practice Note 17 and Guidance Note 3 companies.