KLK (2445): Fair Valuation Prompts Downgrade Amidst Volatile CPO Outlook Summary (TL;DR): Research Firm: RHB Investment Bank Subject: KLK / KLK (2445) Core Rating: HOLD Target Price / Top Picks: MYR 20.65 One-Liner: KLK’s valuation is now considered fair, leading to a downgrade to Neutral, as CPO prices face volatility from geopolitical risks and a…
IOICORP: Undervalued Big Cap Poised for Balance Amidst Volatile CPO Market Summary (TL;DR): Research Firm: RHB Investment Bank Subject: IOICORP / IOICORP (1961) Core Rating: BUY Target Price / Top Picks: MYR 4.30 One-Liner: RHB Investment Bank maintains a BUY rating on IOICORP, viewing it as an undervalued big-cap stock positioned for a more balanced…
SOP (5126): Pure Play Strategy & Attractive Valuation Drive BUY Rating Summary (TL;DR): Research Firm: RHB Investment Bank Subject: SOP / SOP (5126) Core Rating: BUY Target Price / Top Picks: MYR 3.80 One-Liner: Sarawak Oil Palms maintains a BUY rating due to its pure-play strategy and attractive valuation, trading at the low end of…
MNHLDG (0245): Riding the Wave of Utility Upgrades and Digital Infrastructure Summary (TL;DR): Research Firm: MAYBANK Investment Bank Subject: MNHLDG / MNHLDG (0245) Core Rating: BUY Target Price / Top Picks: MYR 1.69 One-Liner: MN Holdings continues to strengthen its position in Malaysia’s utility upgrades and digital infrastructure, securing new contracts and diversifying into key…
SUNCON (5263): Data Center Boom Powers Construction Outlook Despite Chip Freeze Concerns Summary (TL;DR): Research Firm: RHB-OSK Investment Bank Subject: SUNCON / SUNCON (5263) Core Rating: BUY Target Price / Top Picks: MYR 6.80 One-Liner: Despite potential US chip restrictions, Sunway Construction is poised to benefit significantly from continued data center investments by US tech…
MAYBANK (1155): Unlocking Super Growth in Key Strategic Segments Summary (TL;DR): Research Firm: TA Investment Bank Subject: MAYBANK / MAYBANK (1155) Core Rating: BUY Target Price / Top Picks: MYR 11.40 One-Liner: Maybank is poised for “super growth” by strategically focusing on high-potential segments like Group Wealth Management, Mid-Market, and Global Market – FX Sales…
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…
