Guan Chong (GUAN MK): Tariff Noise Masks Core Strengths Shariah Compliant 29 July 2025 Guan Chong (GUAN MK): Tariff Noise Masks Core Strengths; Reiterate BUY Consumer Non-cyclical | Food & Beverage Products Keep BUY, new MYR2.58 TP from MYR3, 130% upside, c.3.8% FY26F yield. Despite expectations of slowing global demand and a softer cocoa butter…
HE GROUP BERHAD: Powering Up PUBLIC INVESTMENT BANK BURSA RISE+ PublicInvest Research Company Initiation Tuesday, July 29, 2025 HE GROUP BERHAD Neutral DESCRIPTION One of the leading electrical engineering service providers in Malaysia, specialising in power distribution systems for various applications, including industrial plants, as well as industrial and commercial substations. 12-month Target Price RM0.37…
Johor Plantations, TSH Resources, Kim Loong: Potential EUDR Delay and Plantation Sector Outlook AmInvestment Bank 29 Jul 2025 ESG – PLANTATION EUDR to be delayed again? Gan Huey Ling, CFA gan-huey-ling@ambankgroup.com +603 2036 2305 NEUTRAL (Maintained) Rationale for report: Sector Update Key Indicators 2025F CPO Price: RM4,250/tonne Stock Universe Johor Plantations TP: RM1.67 Rec: BUY…
PGF Capital Bhd: Solid FY26 Start; Results within Expectation MERCURY SECURITIES SDN BHD (A Participating Organisation of Bursa Malaysia Securities Bhd.) BURSA RISE+ Brought to you by Bursa MalaysiaSupported by Capital Market Development Fund Results Note Tuesday, July 29, 2025 Ng Hong Tong hongtong@mersec.com.my PGF Capital Bhd Main Market | Industrial Products & Services Sector…
“`html Paramount Corporation Bhd Report TA SECURITIES A MEMBER OF THE TA GROUP COMPANY UPDATE Tuesday, July 29, 2025 FBMKLCI: 1,529.38 Sector: Property THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* Paramount Corporation Bhd: Restructuring Campus Assets Securitisation Agreements Target Price TP: RM1.48 (+36.7%) Last Traded RM1.08 BUY (ESG: ★★★) Thiam Chiann Wen Tel: +603-2167…
PGF Capital Berhad: Decent Margins in 1QFY26 ► TA SECURITIES A MEMBER OF THE TA GROUP RESULTS UPDATE Tuesday, July 29, 2025 FBMKLCI: 1,529.38 Sector: Building Material THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* PGF Capital Berhad Decent Margins in 1QFY26 TP: RM2.99 (+72.6%) Last Traded: RM1.73 BUY (ESG: ★★★) Tan Kam Meng, CFA…
Eco-Shop Marketing Results Review RHB 29 July 2025 Eco-Shop Marketing (ECOSHOP MK) Malaysia Results Review Consumer Non-cyclical | Retail – Staples GPM Expansion Outweighs SSSG Disappointment; BUY Buy (Maintained) Target Price (Return): MYR1.51 (+12%) Price (Market Cap): MYR1.35 (USD1,834m) ESG score: 3.2 (out of 4) Avg Daily Turnover (MYR/USD): 23.7m/5.59m Analyst Soong Wei Siang +603…
“`html PGF Capital’s Q1 FY2026 Report: Profit Climbs 10% Amid Strategic Expansion PGF Capital Berhad, a key player in Malaysia’s insulation and property development sectors, has just released its financial results for the first quarter ended May 31, 2025 (Q1 2026). The report reveals a company firing on all cylinders in its core business while…
“`html BAT Malaysia Q2 2025 Financial Report Analysis BAT Malaysia Q2 2025: Profits Soar on Cost Control, But Market Challenges Loom British American Tobacco (Malaysia) Berhad recently unveiled its financial results for the second quarter ended June 30, 2025. The report paints a picture of remarkable profitability, driven by sharp cost reductions. However, it also…
“`html BAT Malaysia Q2 2025 Financial Review BAT Malaysia’s Profit Soars 38.5% in Q2 2025: A Deep Dive into Their Strategic Shift British American Tobacco (Malaysia) Berhad, a household name in Malaysia’s tobacco industry, has just released its financial results for the second quarter of 2025. The report reveals a fascinating story: while overall revenue…