Qualampur: MBSB Investment Bank BHD (MBSB IB) remains on the property sector, in view of the healthy purchase interest in the second half of 2025, the catalyst continues in the region with Johor-Singapore Special Economic Zone and Johor Bahru-Singapur Rapid Transit System.
In a note today, the Investment Bank said that recently overnight policy rate (OPR) deduction will promote the spirit of purchase for assets.
“Therefore, we maintain our positive stance on the region, including Month Sing Group BHD, UOA Development BHD and Matrix Concepts Holdings BHD as our top pics.
He said, “We sing inflation because its strategy to sell cheap residential property will maintain its new sales growth, while recently OPR cuts will increase the ability among buyers, especially for the first time to home buyers,”.
MBSB IB said that it is in favor of UOA development for a 5.6 percent decent dividend yield, while the compressed Malaysian government’s securities (MGS) yield is 3.4 percent yield and average Real Estate Investment Trust (REIT) is a yield of 4.4 percent.
“In addition, UOA’s first venture in the Johor Property Market will support the new sales growth in the future.
“Meanwhile, we see a strong catalyst for matrix concepts from the city of MVV, which will provide an income catalyst at the top of the stable contribution from the monkey Sri Sandian. In addition, the dividend yield of matrix concepts is attractive at the estimated six percent,” said. – Bernma
