Kuala Lumpur, 10 June 2026 – RHB Research has maintained its “Overweight” call on Malaysia’s building and basic materials sector, supported by tighter aluminium supply conditions, resilient industrial demand and renewed geopolitical risks that could keep selected commodity prices elevated.

The research house said aluminium remains a key area of focus as Middle East tensions raise concerns over supply flows through the Strait of Hormuz. A large portion of aluminium produced in the Persian Gulf, as well as alumina feedstock shipments into the region, depends on shipping routes linked to the strategic waterway.

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Bernard Lee
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RHB Keeps Overweight Call on Building Materials as Aluminium Supply Risks Rise

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RHB Keeps Overweight Call on Building Materials as Aluminium Supply Risks Rise

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