IOICORP (1961): Navigating Upstream Gains Amidst Downstream Headwinds Summary (TL;DR): Research Firm: AMINVEST Investment Bank Subject: IOICORP / IOICORP (1961) Core Rating: HOLD Target Price / Top Picks: MYR 4.05 One-Liner: IOICORP’s ‘Hold’ rating reflects a challenging outlook for its downstream oleochemical business, which is expected to temper gains from robust upstream palm oil production….
NEXG (5216): Securing Future Growth with Extended Government Contracts Summary (TL;DR): Research Firm: RHB Investment Bank Subject: NEXG / NEXG (5216) Core Rating: BUY Target Price / Top Picks: MYR 0.48 One-Liner: NexG’s sustained success in securing crucial government contract extensions for e-Passport and MyKad solutions, alongside maintenance services, underpins its stable earnings outlook. Report…
MALAKOF (5264): Powering Up with Enhanced CRESS Adoption and New Tariffs Summary (TL;DR): Research Firm: TA Investment Bank Subject: MALAKOF / MALAKOF (5264) Core Rating: BUY Target Price / Top Picks: MYR 1.08 One-Liner: The new electricity tariff structure and potential carbon pricing are set to significantly enhance the attractiveness of Corporate Renewable Energy Supply…
PANTECH (5125): Riding Global Export Waves and Automation for Growth Summary (TL;DR): Research Firm: PHILLIP Investment Bank Subject: PANTECH / PANTECH (5125) Core Rating: BUY Target Price / Top Picks: MYR 0.89 One-Liner: Pantech is poised for growth driven by resilient export demand, new market expansions, and operational efficiency gains from automation, supported by an…
MISC (3816): Sailing Strong with FPSO Resilience Amidst Neutral Oil Outlook Summary (TL;DR): Research Firm: RHB-OSK Investment Bank Subject: MISC / MISC (3816) Core Rating: BUY Target Price / Top Picks: MYR 9.70 One-Liner: RHB-OSK maintains a ‘BUY’ rating on MISC, viewing FPSO firms like MISC as having better earnings resiliency amidst a neutral oil…
MAYBANK (1155): Strategic Shift to Capital-Light Growth Drives BUY Rating Summary (TL;DR): Research Firm: RHB Investment Bank Subject: MAYBANK / MAYBANK (1155) Core Rating: BUY Target Price / Top Picks: MYR 10.90 One-Liner: Maybank’s ‘Super Growth’ strategy, focusing on capital-light, non-interest income streams like wealth management, mid-market, and FX sales, positions it for robust earnings…
SLVEST (0215): Navigating ASEAN’s Green Energy Grid – A Hold Stance Summary (TL;DR): Research Firm: AMINVEST Investment Bank Subject: SLVEST / SLVEST (0215) Core Rating: HOLD Target Price / Top Picks: MYR 1.90 One-Liner: SLVEST’s “Hold” rating is maintained due to current valuation, despite the long-term potential of ASEAN’s green electricity trading, which faces hurdles…
MAYBANK (1155): Maybank’s “Super Growth” Strategy Targets Capital-Light Non-Interest Income Boom Summary (TL;DR): Research Firm: RHB Investment Bank Subject: MAYBANK / MAYBANK (1155) Core Rating: BUY Target Price / Top Picks: MYR 10.90 One-Liner: Maybank’s ‘Super Growth’ investor day highlights capital-light non-interest income drivers from wealth management, mid-market, and global FX sales, reinforcing its defensive…
WCT (9679): New Expressway Contract Fuels Optimism, Target Price RM1.08 Summary (TL;DR): Research Firm: PUBLIC Investment Bank Subject: WCT / WCT (9679) Core Rating: Outperform Target Price / Top Picks: RM1.08 One-Liner: WCT Holdings Bhd has secured a significant RM365.2 million contract for the North-South Expressway expansion, bolstering its construction order book. Report at a…