PETALING JAYA: Helium shortages and higher electricity tariffs driven by the US-Iran war, along with the US tariffs, are still weighing on the technology sector.

BIMB Securities said it maintains a cautious outlook for the second half of financial year 2026 (2H26), as geopolitical tensions and the associated inflationary pressures on industrial gases and energy could eventually dampen the current capital expenditure (capex) momentum.