Mega First Corp: Resilient earnings from DSHP AmInvestment Bank MEGA FIRST CORP (MFCB MK EQUITY, MEGA.KL) POWER 18 Jul 2025 BUY (Maintained) Resilient earnings from DSHP Gan Huey Ling gan-huey-ling@ambankgroup.com 03-2036 2305 Rationale for report: Company Update Price RM3.60 Target Price RM5.18 52-week High/Low RM5.09/RM3.67 Key Changes Target Price ↔ EPS ↔ YE to Dec…
Malaysia Sector Update: Construction Gamuda, Sunway Construction, Binastra: Getting Things Moving With MRT3 Construction 18 July 2025 Malaysia Sector Update Construction & Engineering | Construction Getting Things Moving With MRT3; OVERWEIGHT Maintain OVERWEIGHT. Top Picks include Gamuda, Sunway Construction, and Binastra. The Final Railway Scheme for the Mass Rapid Transit 3 (MRT3) circle line has…
Cloudpoint Technology: Stable Bank Clients, Scalable Al & DC Play; BUY RHB Small Cap Asean Research Malaysia Initiating Coverage Technology | Hardware & Equipment Shariah Compliant 18 July 2025 Cloudpoint Technology (CLOUDPT MK) Stable Bank Clients, Scalable AI & DC Play; BUY Initiating coverage with a BUY and MYR1.13 TP, 51% upside and c.3% FY26F…
“`html Ancom Nylex Navigates a Tough Market: Q4 Profit Climbs Despite Revenue Dip Ancom Nylex Berhad, a key player in Malaysia’s industrial and agricultural chemical sectors, has just released its full-year financial results for the period ending May 31, 2025. The report paints a picture of a company demonstrating resilience in its final quarter, with…
“`html Ancom Logistics: A Strong Turnaround in FY2025, But What’s Next? Posted on: July 2, 2025 | Category: Financial Analysis Ancom Logistics Berhad (ALB) has just released its full-year financial results for the period ending May 31, 2025, and the numbers tell a compelling story of recovery. After a challenging previous year, the company has…
Tan Chong Motor (TCM MK): Relooking From The Underlying Asset Angle RHBSmall Cap Asean Research Malaysia Corporate News Flash 17 July 2025 Consumer Cyclical | Auto & Autoparts Tan Chong Motor (TCM MK) Relooking From The Underlying Asset Angle; U/G To BUY U/G BUY from Sell, new MYR1.12 TP from MYR0.27, 42% upside. We think…
GAMUDA BERHAD: Securing Perak Water Supply Deal PUBLIC INVESTMENT BANK PublicInvest Research Company Update Thursday, July 17, 2025 GAMUDA BERHAD Outperform DESCRIPTION One of the largest builders in Malaysia, with jobs in Malaysia, India and the Middle East. Other businesses include toll concessions, property development and water assets. 12-Month Target PriceRM5.60 Current PriceRM5.03 Expected Return+11.3%…
PEKAT MK: Private Placement to Fund Solar Assets P PhillipCapital MALAYSIA | RENEWABLES | UPDATE Pekat (PEKAT МК) Pekat (PEKAT MK): Private placement to fund solar assets Pekat has proposed to undertake a private placement of up to 10% of its enlarged share base The proceeds are primarily allocated for the capital expenditure of solar…
Gamuda: Second Recurring Income Project in Malaysia AmInvestment Bank CONSTRUCTION GAMUDA (GAM MK EQUITY, GAMU.KL) 17 Jul 2025 Second Recurring Income Project in Malaysia. BUY Price: RM5.03 Target Price: RM5.50 Liew Jin Sheng liew.jin-sheng@ambankgroup.com +603 2036 1687 Rationale for report: Company Update Quick Take Quick Take YE to Jul FY24 FY25F FY26F FY27F FD Core…
PhillipCapital Plantation Sector Report P PhillipCapital SD Guthrie, Sarawak Plantation Berhad: Neutral Sector Outlook Amid Tariff Shift on Indonesia MALAYSIA | SECTOR | NEUTRAL 17 July 2025 Indonesia’s reduced tariff rate to 19% (vs. Malaysia’s prevailing 25%) narrows competitive advantage in the US market. While Malaysia’s planters’ low direct exposure to the US market helps…
