Malayan Banking, Hong Leong Bank, CIMB: BNM Lowers OPR By 25bps, Sector Remains Neutral RHB Malaysia Sector News Flash Financial Services | Banks 10 July 2025 Banks BNM Lowers OPR By 25bps; NEUTRAL Rating (Buy/Neutral/Sell): 3/5/0 Stocks Covered: 8 Last 12m Earnings Revision Trend: Negative Overall Rating: Neutral (Maintained) Top Picks Company Rating Target Price…
GAMUDA: AI and Cloud New Growth Pillar AmInvestment Bank GAMUDA (GAM MK EQUITY, GAMU.KL) CONSTRUCTION 10 Jul 2025 BUY (Maintained) AI and cloud new growth pillar Liew Jin Sheng liew.jin-sheng@ambankgroup.com +603 2036 1687 Rationale for report: Company Update Price RM4.89 Fair Value RM5.50 52-week High/Low RM5.38/RM3.47 Key Changes Fair value ⇔ EPS ↔ YE to…
Econpile Holdings (ECON MK) Company Update Econpile Holdings Welcome To The Piling Parade; BUY RHB Small Cap Asean Research 14 July 2025 Shariah Compliant Malaysia Company Update Construction & Engineering | Construction Econpile Holdings (ECON MK) Welcome To The Piling Parade; BUY Keep BUY, new MYR0.48 TP from MYR0.42, 26% upside. Econpile Holdings announced its…
“`html Syarikat Takaful M’sia Keluarga (STMB MK) – Malaysia Company Update RHB Malaysia Company Update Financial Services | Insurance | Shariah Compliant 14 July 2025 Syarikat Takaful M’sia Keluarga (STMB MK) Assessing The Expanded Tax Impact; D/G To NEUTRAL Cut to NEUTRAL from Buy, new MYR3.70 TP from MYR4.10, 8% upside and c.4% FY25F yield….
Malaysia Banks Sector News Flash RHB 10 July 2025 Financial Services | Banks Malayan Banking, Hong Leong Bank, CIMB: BNM Lowers OPR By 25bps; Sector Remains Neutral Banks Neutral (Maintained) BNM Lowers OPR By 25bps; NEUTRAL NEUTRAL, Top Picks: Malayan Banking, Hong Leong Bank and CIMB. Yesterday, Bank Negara Malaysia (BNM) lowered the overnight policy…
GAMUDA: AI and Cloud New Growth Pillar AmInvestment Bank Company Report CONSTRUCTION 10 Jul 2025 GAMUDA (GAM MK EQUITY, GAMU.KL) AI and cloud new growth pillar Liew Jin Sheng liew.jin-sheng@ambankgroup.com +603 2036 1687 BUY (Maintained) Price RM4.89 Fair Value RM5.50 52-week High/Low RM5.38/RM3.47 Key Changes Fair value ⇔ EPS ↔ YE to Jul FY24 FY25F…
Semiconductor Sector Report ▲ TA SECURITIES A MEMBER OF THE TA GROUP SECTOR UPDATE Thursday, July 10, 2025 FBMKLCI: 1,529.24 REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* UNISEM, INARI, MPI, ELSOFT: Semiconductor Sector Report: AI Demand Fuels Growth Amidst Trade Uncertainties Semiconductor Sector: Growth Still Fuelled by Robust AI Demand Neutral (ESG: ★★★★) (Maintained) Chan…
MISC: Navigating Shifts With Strength; Maintain BUY RHB Shariah Compliant Malaysia Company Update Transport | Shipping 10 July 2025 MISC (MISC MK): Navigating Shifts With Strength; Maintain BUY Recommendation Buy (Maintained) Target Price (Return) MYR9.70 (27.6%) Price (Market Cap) MYR7.60 (USD7,978m) ESG Score 2.8 (out of 4) Avg Daily Turnover 13.3m/3.12m Miza Izaimi +603 2302…
Malaysia Sector Update: REITS RHB Malaysia Sector Update Property | REITS 10 July 2025 Pavilion REIT, Axis REIT, IGB REIT, Sentral REIT, Sunway REIT: A Resilient Asset Class; Keep OVERWEIGHT Overweight (Maintained) Stocks Covered 7 Rating (Buy/Neutral/Sell): 5/2/0 Last 12m Earnings Revision Trend: Positive Top Pick: Pavilion REIT (PREIT MK) – BUY Target Price: MYR1.77…
AEON Credit Service (ACSM MK) – Malaysia Company Update RHB 10 July 2025 AEON Credit Service (ACSM MK): Better Days Ahead; BUY Financial Services | Non-Bank Financials Buy (Maintained) Keep BUY, new MYR7.60 TP from MYR8.10, 37% upside with c.6% FY26F (Feb) yield. At AEON Credit Service’s 1QFY26 results briefing, management was optimistic over a…
