Tech Sector Analysts Upgrade Inari Amertron and Pentamaster Amidst US-Iran Conflict
Analysts have upgraded Inari Amertron and Pentamaster Corp to BUY while downgrading SKP Resources to NEUTRAL. The tech sector is favored for FY26F, driven by strong fundamentals and growth potential. In 4Q25, core PATAMI grew 1.3% YoY and 28.1% QoQ, with six companies meeting expectations. Coraza outperformed due to margin expansion. Analysts reduced FY26F sector earnings by 7.9% following cuts to SKP and Unisem. Near-term risks from the US-Iran conflict are considered minimal for Malaysia, but higher energy costs may impact semiconductor demand.
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The tech sector is anticipated to perform well despite the US-Iran conflict, with analysts upgrading Inari Amertron and Pentamaster Corp to BUY and downgrading SKP Resources to NEUTRAL. In 4Q25, sector core PATAMI increased by 1.3% year-on-year and 28.1% quarter-on-quarter, with six companies meeting expectations and five underperforming due to various pressures.
Coraza was the sole outperformer. Analysts have cut FY26F sector earnings by 7.9% primarily due to reductions for SKP and Unisem. Revenue growth was 3.1% year-on-year in 4Q25, driven by factors such as automotive recovery and AI upgrades. While the US-Iran conflict poses risks, its direct impact on Malaysia's trade is minimal, although energy costs could affect semiconductor investments.
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