Plugged into Infrastructure Tailwinds

“`html UUE Holdings BHD: Plugged into Infrastructure Tailwinds PUBLIC INVESTMENT BANK BURSA RISE+ Tuesday, August 12, 2025 UUE HOLDINGS BHD Outperform Plugged into Infrastructure Tailwinds DESCRIPTION UUE Holdings is primarily engaged in underground utilities engineering solution, specialising in the trenchless Horizontal Directional Drilling (HDD) method for pipe installation in Malaysia and Singapore. The Group expanded…

Johor Plantations Group (JPG), Sarawak Oil Palms, IOI Corp, London Sumatra Indonesia (LSIP), SD Guthrie (SDG), First Resources: Plantation Sector Report on Steady Gains and Neutral Outlook

Plantation Sector Report by RHB Johor Plantations Group (JPG), Sarawak Oil Palms, IOI Corp, London Sumatra Indonesia (LSIP), SD Guthrie (SDG), First Resources: Plantation Sector Report on Steady Gains and Neutral Outlook 12 August 2025 Plantation Steady Gains In PO Stocks Stocks Covered: 13 Rating (Buy/Neutral/Sell): 6/7/0 Last 12m Earnings Revision Trend: Positive Sector Rating:…

SDG, IOICORP, KLK, TSH, UMCCA, KIMLOONG: Plantation Sector Report on Rising Production and Stockpiles

TA Securities: Plantation Sector Report TA SECURITIES A MEMBER OF THE TA GROUP SECTOR REPORT Tuesday, August 12, 2025 FBMKLCI: 1,563.24 THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* SDG, IOICORP, KLK, TSH, UMCCA, KIMLOONG: Plantation Sector Report on Rising Production and Stockpiles Rising Production and Stockpiles Neutral (ESG: ★★★★) (Maintained) Angeline Chin Tel: +603-2167…

Hup Seng Industries Berhad: 2QFY25 Results Review – Exports Slump, Cost Pressures Mount

Hup Seng Industries Berhad: 2QFY25 Results Review – Exports Slump, Cost Pressures Mount MBSB RESEARCH Corporate Update Tuesday 12th. August 2025 Hup Seng Industries Berhad (5024 | HSI MK) Main | Consumer Products & Services SHARIAH Compliant Hup Seng Industries Berhad: 2QFY25 Results Review – Exports Slump, Cost Pressures Mount Maintain NEUTRAL with lower TP…

DRB-HICOM BERHAD: Acquiring Spirit Aerosystems Malaysia

DRB-HICOM BERHAD Company Update PUBLIC INVESTMENT BANK KDN PP17686/03/2013 (032117) PublicInvest Research Company Update Tuesday, August 12, 2025 DRB-HICOM BERHAD: Acquiring Spirit Aerosystems Malaysia Neutral DESCRIPTION Malaysian conglomerate with three key divisions: (i) automotive; (ii) services; and (iii) property development. Key companies within the group include PROTON, Bank Muamalat, Pos Malaysia and Puspakom. 12-Month Target…

Inta Bina Group Berhad

Inta Bina Group Berhad: Bags New Main Construction Works for RM264.5mn ► TA SECURITIES A MEMBER OF THE TA GROUP COMPANY UPDATE Tuesday, August 12, 2025 FBMKLCI: 1,563.24 Sector: Construction THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* Inta Bina Group Berhad Bags New Main Construction Works for RM264.5mn TP: RM1.00 (+132.6%) Last Traded: RM0.43…

SD Guthrie, Sarawak Plantation: Plantation Sector Report – Lag in export lifted inventories level

SD Guthrie, Sarawak Plantation: Plantation Sector Report – High Inventories Amid Lagging Exports P PhillipCapital Plantation MALAYSIA | SECTOR | NEUTRAL 12 Aug 2025 SD Guthrie, Sarawak Plantation: Plantation Sector Report – Lag in export lifted inventories level Malaysia’s palm oil inventory level rose to 2.11m MT in Jul25 as export growth lagged seasonal supply…

Gaming – NFO

Sports Toto (SPTOTO) | Gaming – NFO: Expecting Softer Quarters Ahead RHB 11 August 2025 Gaming – NFO Expecting Softer Quarters Ahead We believe the at-mean valuation of number forecast operators (NFOs) is fair, reflecting their defensive nature and limited growth catalysts, while offering an attractive 5-7% yield. Among the stocks, we favour Sports Toto…

Inari Amertron, MPI, Unisem: Semiconductor Sector Navigates US Tariffs Amid Market Volatility

Inari Amertron, MPI, Unisem: Semiconductor Sector Navigates US Tariffs Amid Market Volatility TA SECURITIES A MEMBER OF THE TA GROUP Monday, August 11, 2025 FBMKLCI: 1,556.98 THIS REPORT IS STRICTLY FOR INTERNAL CIRCULATION ONLY* Weekly Strategy Market View, News in Brief: Corporate and Economy Kaladher Govindan Tel: +603-2167 9609 kaladher@ta.com.my www.taonline.com.my Inari Amertron, MPI, Unisem:…

Paramount Corporation Bhd: Strategic Expansion in Kulim

Paramount Corporation Bhd Company Update TA SECURITIES A MEMBER OF THE TA GROUP COMPANY UPDATE Monday, August 11, 2025 FBMKLCI: 1,556.98 Sector: Property Paramount Corporation Bhd: Strategic Expansion in Kulim Thiam Chiann Wen Tel: +603-2167 9615 cwthiam@ta.com.my www.taonline.com.my TP: RM1.48 (+36.7%) Last Traded: RM1.08 BUY ESG: ★★★ Acquires Freehold Land in Kulim, Kedah Paramount Corporation…