Axis REIT (AXRB MK): Makes First Acquisition In FY25; Still BUY RHB Shariah Compliant 4 August 2025 Axis REIT (AXRB MK): Makes First Acquisition In FY25; Still BUY Malaysia Company Update | Property | REITS Still BUY and MYR2.23 TP, 11% upside with 5% FY25F dividend yield. Axis REIT has entered into a conditional sale…
Westports (WPRTS MK) Results Review RHB Malaysia Results Review Transport | Marine Port Shariah Compliant 4 August 2025 Westports (WPRTS MK) Performance Remains On Track Neutral (Maintained) Keep NEUTRAL, with new MYR5.14 TP (DCF) from MYR4.90, 8% downside. Westports’ 1H25 results and container throughput largely met our and consensus expectations. Management guides low-to-mid single-digit growth…
Inari Amertron: Strategic Foray Via Lumileds-SANAN Partnership RHB ShariahCompliant 4 August 2025 Malaysia Company Update Inari Amertron (INRI MK) Strategic Foray Via Lumileds-SANAN Partnership Target Price (Return): MYR2.45 (+15%) Price (Market Cap): MYR2.13 (USD1,886m) ESG score: 3.1 (out of 4) Avg Daily Turnover (MYR/USD) 27.4m/6.45m BUY (Maintained) Analyst Lee Meng Horng +603 2302 8115 lee.meng.horng@rhbgroup.com…
Westports Holdings: Briefing & Results Review 2QFY25 Hong Leong Investment Bank HLIB Research | PP 9484/12/2012 (031413) 3 August 2025 Briefing & Results Review: 2QFY25 Westports Holdings Within expectations Westports reported another strong performance for 2QFY25 with core PATMI of RM232.2m, lifting 1HFY25 to RM454.7m, which was within HLIB/consensus expectations at 49.5%/48.4% of full-year forecast….
Fraser & Neave Holdings Berhad (F&N) Results Update ► TA SECURITIES A MEMBER OF THE TA GROUP RESULTS UPDATE Monday, August 04, 2025 FBMKLCI: 1,533.35 Sector: Consumer THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* Fraser & Neave Holdings Berhad Weaker 3Q Results TP: RM33.60 (+17.4%) Last Traded: RM28.62 BUY ESG: ★★★★★ Liew Yi Jiet…
Westports Holdings Berhad Report ► TA SECURITIES A MEMBER OF THE TA GROUP RESULTS UPDATE Monday, August 04, 2025 FBMKLCI: 1,533.35 Sector: Transportation THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* Westports Holdings Berhad Under-pricing the Tariff Risk TP: RM5.57 (-0.3%) Last Traded: RM5.59 SELL (ESG: ★★★★☆) Tan Kam Meng, CFA Tel: +603-2167 9605 kmtan@ta.com.my…
“`html RHB Bank Berhad: Strategic Banca Partnership Analysis ► TA SECURITIES A MEMBER OF THE TA GROUP COMPANY UPDATE Monday, August 04, 2025 FBMKLCI: 1,533.35 Sector: Finance THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* RHB Bank Berhad RHB Enters Strategic Banca Partnership Li Hsia Wong Tel: +603-2167 9610 liwong@ta.com.my New Strategic Alliances Formalised RHB…
Inari Amertron Berhad: Getting More Entrenched in the Optoelectronic Business QUICK THOUGHTS… MBSB RESEARCH Quick Thoughts | Monday, 04 August 2025 Inari Amertron Berhad (0166 | (INRI MK) Main | Technology Inari Amertron Berhad: Getting More Entrenched in the Optoelectronic Business Maintain Neutral Unchanged Target Price: RM2.13 DEVELOPMENT & VIEW Another strategic acquisition after Amertron?…
Inari Amertron Berhad – Company Update by TA Securities ► 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 TP: RM2.11 (-0.9%) Last Traded: RM2.13 SELL (ESG: ★★★★) Chan Mun Chun Tel: +603-2167 9731 mcchan@ta.com.my…
Westports Holdings Berhad Report MBSB RESEARCH Monday 4th. August 2025 Westports Holdings Berhad: 2QFY25 Results Review – Transhipment Volumes Surged Westports Holdings Berhad (5246 | WPRTS MK) Main | Transportation & Logistics SHARIAH Compliant ESG 4 Stars FTSE4Good Maintain NEUTRAL Revised Target Price RM4.90 (from RM4.43) RETURN STATISTICS Price @ 1st August 2025 (RM) 5.59…