Guan Chong (GUAN MK)

Guan Chong (GUAN MK) Company Update RHB ShariahCompliant 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 ratio, we believe…

HE GROUP BERHAD

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…

ESG – PLANTATION

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

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…

Paramount Corporation Bhd: Restructuring Campus Assets Securitisation Agreements

“`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

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…

GPM Expansion Outweighs SSSG Disappointment; BUY

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…

VITROX CORPORATION

Vitrox Corporation: What’s being assumed? AmInvestment Bank VITROX CORPORATION (VITRO MK EQUITY, VTRX.KL) 28 Jul 2025 What’s being assumed? Rationale for report: Company Result SELL (Downgraded) Paul Yap Ee Xing, CFA paul.ee-xing@ambankgroup.com +603 2036 2281 Price RM3.97 Fair Value RM2.75 52-week High/Low RM4.30/RM2.28 Key Changes Fair value ⬆ EPS ⬆ YE to Dec FY24 FY25F…

AMMB HOLDINGS BERHAD

AMMB HOLDINGS BERHAD: Staying On Track with WT29 – PublicInvest Research PUBLIC INVESTMENT BANK PublicInvest Research Company UpdateKDN PP17686/03/2013(032117) Monday, July 28, 2025 Neutral AMMB HOLDINGS BERHAD Staying On Track with WT29 DESCRIPTION Malaysia’s sixth largest banking Group by asset size 12-Month Target Price (TP) RM5.50 Current Price RM5.14 Expected Return +7% Previous Target Price…