PGF Capital Berhad: Insulated 1QFY26 Earnings

PGF Capital Berhad Company Update ► TA SECURITIES A MEMBER OF THE TA GROUP COMPANY UPDATE Wednesday, July 16, 2025 FBMKLCI: 1,525.40 Sector: Building Material THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* PGF Capital Berhad: Insulated 1QFY26 Earnings Insulated 1QFY26 Earnings Tan Kam Meng, CFA Tel: +603-2167 9605 kmtan@ta.com.my www.taonline.com.my Target Price RM2.99 (+66.8%)…

Kossan Rubber (KRI MK): Unexciting Outlook; Downgrade To SELL

Kossan Rubber: Unexciting Outlook; Downgrade To SELL RHB Malaysia Results Preview Consumer Cyclical | Rubber Products 16 July 2025 Shariah Compliant Kossan Rubber (KRI MK): Unexciting Outlook; Downgrade To SELL Sell (from Neutral) Target Price (Return): MYR1.23 (-15%) Price (Market Cap): MYR1.44 (USD858m) ESG score: 2.8 (out of 4) Avg Daily Turnover (MYR/USD): 6.50m/1.52m Analyst…

Banks

Malayan Banking, Hong Leong Bank, CIMB: BNM Lowers OPR By 25bps, Sector Remains Neutral RHB Malaysia Sector News Flash Financial Services | Banks 10 July 2025 Banks BNM Lowers OPR By 25bps; NEUTRAL Rating (Buy/Neutral/Sell): 3/5/0 Stocks Covered: 8 Last 12m Earnings Revision Trend: Negative Overall Rating: Neutral (Maintained) Top Picks Company Rating Target Price…

GAMUDA

GAMUDA: AI and Cloud New Growth Pillar AmInvestment Bank GAMUDA (GAM MK EQUITY, GAMU.KL) CONSTRUCTION 10 Jul 2025 BUY (Maintained) AI and cloud new growth pillar Liew Jin Sheng liew.jin-sheng@ambankgroup.com +603 2036 1687 Rationale for report: Company Update Price RM4.89 Fair Value RM5.50 52-week High/Low RM5.38/RM3.47 Key Changes Fair value ⇔ EPS ↔ YE to…

Syarikat Takaful M’sia Keluarga (STMB MK)

“`html Syarikat Takaful M’sia Keluarga (STMB MK) – Malaysia Company Update RHB Malaysia Company Update Financial Services | Insurance | Shariah Compliant 14 July 2025 Syarikat Takaful M’sia Keluarga (STMB MK) Assessing The Expanded Tax Impact; D/G To NEUTRAL Cut to NEUTRAL from Buy, new MYR3.70 TP from MYR4.10, 8% upside and c.4% FY25F yield….