Inari Amertron Berhad: Jointly Acquires Lumileds ► TA SECURITIES A MEMBER OF THE TA GROUP COMPANY UPDATE Monday, August 04, 2025 FBMKLCI: 1533.35 Sector: Technology THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* Inari Amertron Berhad Jointly Acquires Netherlands-based Lumileds for USD239mn TP: RM2.11 (-0.9%) Last Traded: RM2.13 SELL (ESG: ★★★★) Chan Mun Chun Tel:…
Paramount Corporation Bhd: Secures Prime Land in Batu Kawan ► TA SECURITIES A MEMBER OF THE TA GROUP COMPANY UPDATE Friday, August 01, 2025 FBMKLCI: 1,513.25 Sector: Property THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* Paramount Corporation Bhd Secures Prime Land in Batu Kawan Target Price TP: RM1.48 (+36.7%) Last Traded RM1.08 Recommendation BUY…
“`html TA Securities: Rubber Gloves Sector Report ► TA SECURITIES A MEMBER OF THE TA GROUP SECTOR REPORT Friday, August 01, 2025 FBMKLCI: 1,513.25 Rubber Gloves Sector Underweight (ESG: ★★★) (Maintained) Reduced Competitive Advantage Tan Kong Jin Tel: +603-2167 9729 kjtan@ta.com.my www.taonline.com.my Hartalega, Kossan, Supermax, Top Glove: Navigating US Tariff Changes and a Challenging Rubber…
Malayan Banking, Hong Leong Bank, CIMB: Malaysia Banking Sector Update (Jun 2025) RHB 1 August 2025Banks Malaysia Sector Update Financial Services | Banks Malayan Banking, Hong Leong Bank, CIMB: Malaysia Banking Sector Update (Jun 2025) Neutral (Maintained) Stocks Covered: 8 Rating (Buy/Neutral/Sell): 3/5/0 Last 12m Earnings Revision Trend: Negative Top Picks Top Picks Target Price…
Unisem (M) Berhad Results Update ► TA SECURITIES A MEMBER OF THE TA GROUP RESULTS UPDATE Friday, August 01, 2025 FBMKLCI: 1,513.25 Sector: Technology THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* Unisem (M) Berhad Malaysian Operations Expected to Turn Around TP: RM2.60 (+11.6%) Last Traded: RM2.33 BUY (ESG: ★★★★) Chan Mun Chun Tel: +603-2167…
“`html 13th Malaysia Plan Report TENAGA, DPHARMA, MISC, TM, GAMUDA: 13th Malaysia Plan Strategic Insights & Sector Analysis Source: TA SECURITIES, A MEMBER OF THE TA GROUP Date: Friday, August 01, 2025 FBMKLCI: 1,513.25 THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* 13th Malaysia Plan: Strategic Focus on Growth and Development Kaladher GovindanTel: +603-2072 9609…
Construction Sector Update RHB 1 August 2025 Malaysia Sector Update Construction & Engineering | Construction Gamuda, Sunway Construction, Binastra: 13MP: Let’s Get Rolling; Maintain OVERWEIGHT Overweight (Maintained) Maintain OVERWEIGHT; Top Picks: Gamuda (GAM), Sunway Construction (SCGB), and Binastra. The 13th Malaysia Plan (13MP) was tabled yesterday in Parliament with MYR430bn (annual average of MYR86bn) worth…
Unisem (M) Results Review RHB 1 August 2025 Shariah Compliant Unisem (M) (UNI MK): Record-High Revenue But Lacklustre Bottomline; BUY Technology | Semiconductors Stay BUY and MYR2.93 TP, 26% upside and c.4% yield. Despite posting a record-high revenue in 2Q25, Unisem’s core earnings came in below expectations, impacted by elevated pre-operating costs and loss-making Malaysian…
Dialog Group Berhad: Leveraging on Positive Sustainable Fuel Demand Trends QUICK THOUGHTS… MBSB RESEARCH Quick Thoughts | Thursday, 31 July 2025 Dialog Group Berhad: Leveraging on Positive Sustainable Fuel Demand Trends 7277 | DLG MK | Energy | Energy Infrastructure, Equipment & Services Maintain BUY Unchanged Target Price: RM1.85 DEVELOPMENT Dialog Group (Dialog) had announced…
Axis REIT: 2QFY25 Results Review – Resilient Earnings MBSB RESEARCH Corporate Update Thursday 31st. July 2025 Axis REIT (5106 | AXRB MK) Main | REIT ESG 3 Stars | FTSF4Good | SHARIAH Compliant Axis REIT: 2QFY25 Results Review Resilient Earnings Maintain NEUTRAL Revised Target Price RM2.06 (from RM2.02) RETURN STATISTICS Price @ 30 July 2025…