RHB BANK: New Bancassurance Deal Expected to Boost RHB’s NOII

RHB Bank Company Report AmInvestment Bank FINANCIAL SERVICES RHB BANK (RHBBANK MK EQUITY, RHBC.KL) 06 Aug 2025 RHB BANK: New Bancassurance Deal Expected to Boost RHB’s NOII Kelvin Ong, CFA kelvin-ong@ambankgroup.com DL: 2036 2294 BUY (Maintained) Price RM6.20 Fair Value RM7.58 52-week High/Low RM7.04/RM5.57 Rationale for report: Company Update Key Changes Fair value ⇔ EPS…

Telekom Malaysia, Axiata Group, CelcomDigi: Asset Monetisation Vibes; Stock Picking Key

Telekom Malaysia, Axiata Group, CelcomDigi: Asset Monetisation Vibes & Stock Picking in Telecommunications RHB Malaysia Sector Update Communications | Telecommunications 5 August 2025 Telekom Malaysia, Axiata Group, CelcomDigi: Asset Monetisation Vibes; Stock Picking Key Telecommunications Top Picks: Telekom Malaysia (TM), Axiata Group (AXIATA), and CelcomDigi (CDB). A stock-picking strategy oriented towards the liquid large caps…

Inari Amertron Berhad: Clarifications on Lumileds Deal

Inari Amertron Berhad: Clarifications on Lumileds Deal PUBLIC INVESTMENT BANK PublicInvest Research Company Update KDN PP17686/03/2013(032117) Inari Amertron Berhad: Clarifications on Lumileds Deal Tuesday, August 05, 2025 INARI AMERTRON BERHAD DESCRIPTION Leading outsourced semiconductor assembly and test (OSAT) provider to Broadcom’s RF business, which in turn supplies Apple/Samsung for their leading smartphones. 12-Month Target PriceRM2.22…

Ranhill Utilities Berhad

Ranhill Utilities Berhad: Water Tariff Hike Materialises ► TA SECURITIES A MEMBER OF THE TA GROUP COMPANY UPDATE Tuesday, August 05, 2025 FBMKLCI: 1,526.98 Sector: Power & Utilities THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* Ranhill Utilities Berhad Water Tariff Hike Materialises Target Price (TP) RM1.56 (15.6%) Last Traded RM1.35 Recommendation BUY (ESG: ★★★★)…

Kelington Group (KGRB MK)

“`html Kelington Group (KGRB MK) – Malaysia Company Update RHB Malaysia Company Update Construction & Engineering | Industrial Shariah Compliant 5 August 2025 Kelington Group (KGRB MK) Here Come The Pretzels; Keep BUY BUY (Maintained) Target Price (Return): MYR5.40 (28.6%) Price (Market Cap): MYR4.20 (USD749m) ESG score: 3.3 (out of 4) Avg Daily Turnover (MYR/USD):…

Inari Amertron Berhad: Inorganic Growth to Boost Performance

“`html Inari Amertron Berhad: Inorganic Growth to Boost Performance MBSB RESEARCH Quick Thoughts Tuesday, 05 August 2025 Inari Amertron Berhad: Inorganic Growth to Boost Performance (0166 | INRI MK | Main | Technology) Maintain Neutral Unchanged Target Price: RM2.13 DEVELOPMENT & VIEW A timely acquisition? We maintain our NEUTRAL recommendations on Inari with an unchanged…

Pekat (PEKAT МК)

Pekat: TNB Maintenance Contract Win – PhillipCapital Report P PhillipCapital 5 August 2025 Pekat (PEKAT МК) TNB maintenance contract win MALAYSIA | RENEWABLES | UPDATE Pekat secured a RM31.3m maintenance contract from TNB to supply AIS and GIS switchgear for its existing distribution network EPE Switchgear’s YTD new wins total RM263.8m, bringing its outstanding order…

INARI AMERTRON BERHAD Neutral

INARI AMERTRON BERHAD New Acquisition PUBLIC INVESTMENT BANK PublicInvest Research Company Update KDN PP17686/03/2013(032117) INARI AMERTRON BERHAD Neutral DESCRIPTION Leading outsourced semiconductor assembly and test (OSAT) provider to Broadcom’s RF business, which in turn supplies Apple/Samsung for their leading smartphones. 12-Month Target PriceRM2.30 Current PriceRM2.13 Expected Return+7.9% Previous Target PriceRM2.46 MarketMain SectorTechnology Bursa Code0166 Bloomberg…

Fraser & Neave Holdings Berhad: 3QFY25 Results Review – Start-Up Drag, But Strategic Pillars in Place

Fraser & Neave Holdings Berhad (FNH MK) 3QFY25 Results Review MBSB RESEARCH Monday 4th. August 2025 Fraser & Neave Holdings Berhad (3689 | FNH MK) Main | Consumer Products & Services Fraser & Neave Holdings Berhad: 3QFY25 Results Review – Start-Up Drag, But Strategic Pillars in Place Maintain BUY with a lower TP of RM32.08….