Analyst Report
Southern Cable: Bright Prospects Supported by Order Book Expansion
Southern Cable’s exports to the U.S. are gaining traction, with shipments growing from 45 containers per month in 3QFY24 to an expected 50 containers…
Category: Analyst Report
Analyst Report
Analysing the escalating risks in a fragmented global environment
International SOS highlights rising escalating risks for 2025, including social unrest, geopolitical tensions, and burnout, urging proactive resilience strategies.
Analyst Report
Eurozone faces challenges such as political uncertainty in major economies, potential US tariff hikes
The Eurozone faces challenges such as political uncertainty in major economies, potential US tariff hikes, and structural issues in the automotive sector, increasing recession…
Analyst Report
Solarvest Holdings’s Strategic Stake Acquisition in SIW Manufacturing
Solarvest Holdings Berhad, Malaysia’s largest solar EPCC player, focuses on clean energy, solar financing, and sustainability-driven growth through strategic acquisitions and government RE initiatives.
Analyst Report
Plantation sector to see renewed buying interest
"We expect the Plantation sector to see renewed buying interest as worsening floods in the East Coast and low inventories are expected to lift…
Analyst Report
Pekat Group 3QFY24 Performance Below Expectations
Pekat Group Berhad’s recent financial results for 3QFY24 reveal a mixed performance, falling below both analysts’ and market expectations. While revenue surged by 46.1%…
Analyst Report
Strong banking results to boost market’s finance sector
The FBM KLCI may find support in the Finance sector, buoyed by strong banking results. Globally, focus shifts to China’s Manufacturing PMI, while bargain…
Analyst Report
Solarvest Holdings: Earnings Moderated but Margins Expanded
Despite moderated earnings growth, the margins for Solarvest expanded due to improved project mix, particularly in higher-margin commercial and industrial (C&I) projects, and cost…
Analyst Report
Investors advised to remain cautious and monitor developments closely
Investors are advised to remain cautious and monitor developments closely. Gold-related stocks may gain from rising gold prices, driven by safe-haven demand
Analyst Report
Bumi Armada Berhad: Results in line despite forex headwinds
Bumi Armada’s 9MFY24 profit met expectations despite forex headwinds, with strong YoY growth and improved debt management.
Analyst Report
MSM Malaysia Holdings 3QFY24: Mixed Results and Challenges
MSM faces challenges from net realizable value (NRV) provisions, where inventory costs exceed market prices. This issue was exacerbated by cheaper sugar imports from…
Analyst Report
Hap Seng Plantations Holdings’ 3QFY24 commendable Performance
Hap Seng Plantations’ ability to capitalize on rising CPO prices and cost efficiencies amid industry volatility highlights its operational strength
Analyst Report
Expect bargain-hunting activities to provide support
FBM KLCI dipped amid foreign selling, while global markets showed mixed trends; optimism remains for bargain-hunting support today.
Analyst Report
Lower-liner stocks may see heightened volatility due to escalating US-Russia tensions
Lower-liner stocks may see heightened volatility due to escalating US-Russia tensions, especially after Putin’s warning about a lower threshold for nuclear weapons use and…
Analyst Report
CelcomDigi Berhad Downgrade to NEUTRAL
CelcomDigi downgraded to NEUTRAL due to weak 3QFY24 results, revenue challenges, higher costs, and delayed merger benefits. Target price revised to RM3.53.
Analyst Report
Market expected to rebound with bargain hunters
Despite the disappointing regional performance, we believe the FBM KLCI is poised for a rebound, as bargain hunting activities may emerge bolstered by rate…