August net foreign inflow to Malaysian stocks spike to RM1.98b, over 11 times July’s

Bursa Malaysia said on 13th September that net foreign inflow into Malaysian stocks increased significantly to RM1.98 billion in August, from RM175 million a month earlier, as the Covid-19 vaccine-driven economic reopening theme prompted foreign funds to shift their money to Asean markets.

马来西亚交易所在9 月 13 日表示，随着 Covid-19 疫苗驱动的经济重新开放，8 月份流入马来西亚股票的外国净流入从一个月前的 1.75 亿令吉大幅增加至 19.8 亿令吉主题促使外国资金将资金转移到东盟市场。

"On a par with most regional peers, Bursa saw a positive net foreign flow of RM1.98 billion in August, a significant increase from a net inflow of RM175 million in July, as foreign funds rotated to Asean markets driven by the reopening theme.

“与大多数区域同行一样，由于外国资金在重新开放主题的推动下转向东盟市场，8月份的外国资金净流入为19.8亿令吉，比7月份的1.75亿令吉净流入显着增加。

"Foreign funds remained as the largest net buyers on the local bourse [in August], extending their net buying position for seven out of the last eight months, with a year-to-date (YTD) net inflow of RM8.2 billion," analysts of Bursa's research arm Bursa Digital Research wrote in a note.

“[8月] 外国基金仍然是本地交易所的最大净买家，在过去 8 个月中有 7 个月扩大了净买入头寸，年初至今（YTD）净流入 82 亿令吉， ” Bursa 研究部门 Bursa Digital Research 的分析师在一份报告中写道。

The analysts highlighted that foreign inflow into the financial sector strengthened by RM1.69 billion from RM458 million in July on the back of the sector's positive earnings results for the second quarter of 2022 (2Q22) and outlook in anticipation of a hike in the overnight policy rate (OPR).

分析师强调，由于该行业 2022 年第二季度（2Q22）的积极盈利结果以及预期隔夜政策上调的前景，流入金融业的外国资金从 7 月的 4.58 亿令吉增加了 16.9 亿令吉率 (OPR)。

Bank Negara Malaysia's Monetary Policy Committee raised the OPR by 25 basis points to 2.5% on 8th September, in line with expectations for further normalisation of monetary policy as the country's economic growth and inflation gained momentum.

马来西亚中央银行货币政策委员会在9 月 8 日 将 OPR 上调 25 个基点至 2.5%，符合随着该国经济增长和通胀获得动力而进一步正常化货币政策的预期。

On a YTD basis, Bursa said the financial sector continued to lead in terms of foreign inflow at RM5.2 billion.

从年初至今，大马交易所表示，金融业在外国流入方面继续领先，达 52 亿令吉。

Contrary to the positive foreign inflow, Bursa noted that local institutions resumed their selling with the net selling amount intensifying to RM2.4 billion in August from RM41 million in July.

与外资流入正面相反，马交所指出，当地机构恢复抛售，净抛售金额从 7 月份的 4100 万令吉增至 8 月份的 24 亿令吉。

It said local institutions — the only net sellers in August — reduced their position in the financial sector by RM1.68 billion. On a YTD basis, they net sold the financial sector by RM4.1 billion.

它说，本地机构——8月份唯一的净卖家——将其在金融领域的头寸减少了16.8亿令吉。在年初至今，他们净卖出了 41 亿令吉的金融业。

Bursa said that local retailers reverted to net buying of RM141 million in August after recording an outflow in July.

大马交易所表示，本地零售商在 7 月份录得资金流出后，在 8 月份恢复净买入 1.41 亿令吉。

In a report released in August, Bursa said July witnessed local retail investors turning into net sellers for the first time in 2022, with a net sold total of RM16.03 million.

大马交易所在 8 月发布的一份报告中表示，7 月见证了本地散户投资者在 2022 年首次成为净卖家，净售出总额为 1603 万令吉。

Aside from that, Bursa said that its market capitalisation grew 0.8% month-on-month (m-o-m) to RM1.71 trillion in August from RM1.69 trillion in July.

除此之外，马交所表示，其市值从 7 月份的 1.69 万亿令吉环比增长 0.8% 至 8 月份的 1.71 万亿令吉。

It said the overall market sentiment was lifted by the stronger gross domestic product growth in 2Q22 at 8.9% from 5% in 1Q22, as well as the positive earnings results of most large-cap stocks which surpassed consensus expectations.

该公司表示，2222 年第 2 季度国内生产总值 (GDP) 从 22 年第 1 季度的 5% 增长至 8.9% 的强劲增长，以及大多数大盘股的积极盈利结果超出市场普遍预期，提振了整体市场情绪。

"Correspondingly, average daily traded volume improved 29.5% m-o-m to RM1.7 billion in August from RM1.3 billion in July, with increased trading participation across all investor segments, led by local institutions which rose 34% m-o-m," it said.

它说: “相应地，8 月的平均每日交易量从 7 月的 13 亿令吉增加 29.5% 至 17 亿令吉，所有投资者领域的交易参与度增加，其中本地机构以环比增长 34% 为首”。