Malaysia's RON95 Fuel Subsidy Cut Unlikely to Disrupt Consumption Trends -- Market Talk

Dow Jones03-30

0204 GMT - The Malaysian government's RON95 fuel subsidy cut might not materially disrupt consumption trends, as most users consume less than the revised quota, RHB IB analyst Soong Wei Siang says in a note. Malaysia is cutting the monthly quota for subsidized RON95 fuel to 200 liters from 300 liters per person amid rising oil prices. Policy support and stable domestic demand will likely sustain the consumer sector's earnings, but prolonged Middle East tensions might pose inflation risks, he says. Names with defensive qualities and domestic-centric earnings are still preferred, as they are seen to be insulated amid heightened geopolitical uncertainties, he adds. RHB maintains an overweight rating on Malaysia's consumer sector, pegging Nestle (Malaysia), Mr. D.I.Y. Group (M), Eco-Shop Marketing, Farm Fresh and AEON Co. (M) as its top picks. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

March 29, 2026 22:04 ET (02:04 GMT)

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Policy support and stable domestic demand will likely sustain the consumer sector's earnings, but prolonged Middle East tensions might pose inflation risks, he says. Names with defensive qualities and domestic-centric earnings are still preferred, as they are seen to be insulated amid heightened geopolitical uncertainties, he adds. RHB maintains an overweight rating on Malaysia's consumer sector, pegging Nestle (Malaysia), Mr. D.I.Y. Group (M), Eco-Shop Marketing, Farm Fresh and AEON Co. (M) as its top picks. 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Malaysia is cutting the monthly quota for subsidized RON95 fuel to 200 liters from 300 liters per person amid rising oil prices. Policy support and stable domestic demand will likely sustain the consumer sector's earnings, but prolonged Middle East tensions might pose inflation risks, he says. Names with defensive qualities and domestic-centric earnings are still preferred, as they are seen to be insulated amid heightened geopolitical uncertainties, he adds. RHB maintains an overweight rating on Malaysia's consumer sector, pegging Nestle (Malaysia), Mr. D.I.Y. Group (M), Eco-Shop Marketing, Farm Fresh and AEON Co. (M) as its top picks. 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