TENAGA, SAMAIDEN, MALAKOF: Malaysia Power & Utilities Sector Overweight on DC Demand and Energy Transition

Power & Utilities Sector Update TA SECURITIESA MEMBER OF THE TA GROUP SECTOR UPDATE Friday, July 18, 2025 FBMKLCI: 1,520.94 Overweight (Maintained) (ESG: ★★★★) TENAGA, SAMAIDEN, MALAKOF: Malaysia Power & Utilities Sector Overweight on DC Demand and Energy Transition Notes from an Afternoon with PETRA Hafriz Hezry Tel: +603-2167 9730 hafrizhezry@ta.com.my www.taonline.com.my We recently hosted…

Sunway Bhd: Wins Land Tender at Chuan Grove, Singapore

Sunway Bhd: Wins Land Tender at Chuan Grove, Singapore Sunway Bhd: Wins Land Tender at Chuan Grove, Singapore COMPANY UPDATE Friday, July 18, 2025 FBMKLCI: 1,520.94 Sector: Property Thiam Chiann Wen Tel: +603-2167 9615 cwthiam@ta.com.my www.taonline.com.my TP: RM5.68 (+13.8%) Last Traded: RM4.99 BUY (ESG: ★★★★★) Wins Singapore Land Tender at Chuan Grove Sunway, through a…

Resilient earnings from DSHP

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…

Gamuda, Sunway Construction, Binastra: Getting Things Moving With MRT3

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 (CLOUDPT MK)

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…

Tan Chong Motor (TCM MK)

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…

Securing Perak Water Supply Deal

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%…