Sunway REIT: Share price upside constrained by yield compression AmInvestment Bank Company Report Kelvin Ong, CFA kelvin-ong@ambankgroup.com DL: 2036 2294 Sunway REIT (SREIT MK EQUITY, SUNW.KL): Share price upside constrained by yield compression 13 Aug 2025 HOLD (Downgraded) Rationale for report: Company Results Investment Highlights FY26F yield has compressed to 5.5%, narrowing the spread to…
Gamuda (GAM MK): Company Update 13 August 2025 Gamuda (GAM MK): Having Base Well Covered For The Long Run; BUY Construction & Engineering | Construction Buy (Maintained) Target Price (Return): MYR6.52 (16%) Price (Market Cap): MYR5.60 (USD7,665m) ESG score: 3.4 (out of 4) Avg Daily Turnover (MYR/USD): 96.4m/22.7m Analyst Adam Bin Mohamed Rahim +603 2302…
Sunway REIT: Riding On Upswing; Keep BUY Sunway REIT (SREIT MK): Riding On Upswing; Keep BUY Date: 13 August 2025 Sector: Property | REITS Recommendation Buy (Maintained) Target Price (Return) MYR2.42 (12.6%) Price (Market Cap) MYR2.15 (USD1,739m) ESG score 3.2 (out of 4) Avg Daily Turnover (MYR/USD) 8.41m/1.99m Analysts Tai Yu Jie+603 2302 8132tai.yu.jie@rhbgroup.com Loong…
IGB Commercial REIT (IGBCR): Stability In The Commercial Space RHB BURSA RISE+ Brought to you by Bursa Malaysia 13 August 2025 IGB Commercial REIT (IGBCR MK) Stability In The Commercial Space; Initiate BUY Initiating coverage with a BUY and MYR0.72 TP, 20% upside and c.8% yield. With improving occupancy rates, comfortable gearing level, and a…
Sunway Real Estate Investment Trust Report ► TA SECURITIES A MEMBER OF THE TA GROUP RESULTS UPDATE Wednesday, August 13, 2025 FBMKLCI: 1,567.90 Sector: REIT Sunway Real Estate Investment Trust Solid Performance Fully Reflected in Share Price Thiam Chiann Wen Tel: +603-2167 9615 cwthiam@ta.com.my TP: RM2.28 (+6.0%) Last Traded: RM2.15 SELL (ESG: ★★★★) www.taonline.com.my Share…
GREATECH TECHNOLOGY: Too cheap to ignore – AmInvestment Bank Report AmInvestment Bank TECHNOLOGY 13 Aug 2025 GREATECH TECHNOLOGY (GREATEC MK EQUITY, GREA.KL) BUY (Maintained) Too cheap to ignore Paul Yap Ee Xing, CFA paul.ee-xing@ambankgroup.com +603 2036 2281 Rationale for report: Company Result Price RM1.79 Fair Value RM2.55 52-week High/Low RM2.63/RM1.10 Key Changes Fair value 0…
SUNWAY REIT: 2QFY25 Results In Line, Neutral Rating Maintained PUBLIC INVESTMENT BANK PublicInvest Research Results Review Wednesday, August 13, 2025 SUNWAY REIT: 2QFY25 Results In Line, Neutral Rating Maintained DESCRIPTION Sunway REIT owns diversified assets such as retail, office and hotels 12-Month Target PriceRM2.10 Current PriceRM2.15 Expected Return-2% Previous Target PriceRM2.10 MarketMain SectorREIT Bursa Code2176…
“`html Carlsberg Brewery: Margin Expansion Mitigates Topline Softness Carlsberg Brewery (CAB MK): Margin Expansion Mitigates Topline Softness 13 August 2025 Malaysia Results Review Consumer Non-cyclical | Food & Beverage Products Maintain BUY and MYR22.50 TP, 30% upside and 7% FY26F yield. 1H25 results broadly met expectations on solid profit margins and operational efficiencies. We believe…
Wang-Zheng Berhad Q2 2025 Financial Report Analysis Wang-Zheng’s Q2 2025 Results: Growth Overshadowed by Factory Fire Wang-Zheng Berhad has just released its financial results for the second quarter ended June 30, 2025, and it presents a mixed and dramatic picture for investors. On one hand, the company demonstrated solid top-line growth, signaling healthy demand for…
“`html Rhone Ma Q2 2025 Report: Profit Climbs Despite Revenue Dip, Food Ingredients Segment Shines Published: [Date of Blog Post] Rhone Ma Holdings Berhad, a significant player in Malaysia’s animal health and food ingredients sectors, has just released its financial results for the second quarter ended June 30, 2025. The report reveals a fascinating story…