RHB Bank Berhad – Company Update ► TA SECURITIES A MEMBER OF THE TA GROUP COMPANY UPDATE Wednesday, August 06, 2025 FBMKLCI: 1,538.64 Sector: Finance THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* RHB Bank Berhad: RHB Deepens Insurance Ambitions Li Hsia Wong Tel: +603-2167 9610 liwong@ta.com.my RHB Bank hosted an analyst briefing yesterday to…
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 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: 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: ★★★★)…
“`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):…
“`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: 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 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 (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….
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…