Automotive
22 December 2015 Stuck Between a Rock and a Hard Place
20 August 2015 Aggressive Promotion to Stimulate Sales
29 July 2015 Weaker First Half Overall Performance
21 May 2015 Subdued TIV Numbers on Gloomy Demand
23 April 2015 Higher TIV & TIP on Attractive Deals and Incentive Packages
25 March 2015 Slower TIV & TIP on CNY Break and Weak Demand
23 February 2015 Mild TIV, Encouraging TIP, Surprising Toyota
22 January 2015 A Pretty Good Finish to 2014
Aviation
Research Title
13 April 2015 Encouraging March 2015 Passenger Traffic Bucks Recent Sluggish Trend
10 April 2015 Malaysian Aviation Commission Bill 2015 Passed
11 March 2015 Subdued February Despite CNY
12 February 2015 January Passenger Traffic Subdued
13 April 2015 Encouraging March 2015 Passenger Traffic Bucks Recent Sluggish Trend
10 April 2015 Malaysian Aviation Commission Bill 2015 Passed
11 March 2015 Subdued February Despite CNY
12 February 2015 January Passenger Traffic Subdued
Banking
Research Title
10 December 2015 Quarterly Review & Sector Outlook
2 December 2015 OCT 2015 BNM Statistics - Loans Applications Picked Up Pace
3 November 2015 SEPT 2015 BNM Statistics - Slower Momentum for Business Loans
1 October 2015 AUG 2015 BNM Statistics - Leading Indicators Turned Weaker
8 September 2015 2QCY15: Muted Earnings Growth with Limited Rerating Catalyst
2 September 2015 JULY 2015 BNM Statistics - Expect Slower Loan Growth
4 August 2015 JUNE 2015 BNM Statistics - Slight Improvement in Overall Loan Demand
16 July 2015 Details On the Computation of Weighted Average Countercylical Capital Buffer Requirements
1 July 2015 MAY 2015 BNM Statistics - Loan Demand Remain Soft
4 June 2015 1QCY15 : Earnings Beset by High Margin Contraction and Provisioning for Loan Impairment
2 June 2015 APRIL 2015 BNM Statistics - Business Loan Growth Decelerated
6 May 2015 MARCH 2015 BNM Statistics - Business Loan Growth Continues to Gain Traction
30 April 2015 More Stringent Guidelines on Classification and Impairment Provisions for Loans
1 April 2015 FEB 2015 BNM Statistics - Growth in Loan Applications and Approvals Moderated
9 March 2015 4QCY14 : Modest Net Income Growth but Dampened by Higher Provisions for Loan Impairment
2 March 2015 JAN 2015 BNM Statistics - Slow Loan Growth for the Start of the Year
10 February 2015 BNM Relaxes Rules on Liquidity Coverage Ration (LCR)
4 February 2015 DEC 2014 BNM Statistics - Slower Household and Business Loans Growth
16 January 2015 Proposed Merger Aborted
15 January 2015 Foreign Shareholdings of Banks
10 December 2015 Quarterly Review & Sector Outlook
2 December 2015 OCT 2015 BNM Statistics - Loans Applications Picked Up Pace
3 November 2015 SEPT 2015 BNM Statistics - Slower Momentum for Business Loans
1 October 2015 AUG 2015 BNM Statistics - Leading Indicators Turned Weaker
8 September 2015 2QCY15: Muted Earnings Growth with Limited Rerating Catalyst
2 September 2015 JULY 2015 BNM Statistics - Expect Slower Loan Growth
4 August 2015 JUNE 2015 BNM Statistics - Slight Improvement in Overall Loan Demand
16 July 2015 Details On the Computation of Weighted Average Countercylical Capital Buffer Requirements
1 July 2015 MAY 2015 BNM Statistics - Loan Demand Remain Soft
4 June 2015 1QCY15 : Earnings Beset by High Margin Contraction and Provisioning for Loan Impairment
2 June 2015 APRIL 2015 BNM Statistics - Business Loan Growth Decelerated
6 May 2015 MARCH 2015 BNM Statistics - Business Loan Growth Continues to Gain Traction
30 April 2015 More Stringent Guidelines on Classification and Impairment Provisions for Loans
1 April 2015 FEB 2015 BNM Statistics - Growth in Loan Applications and Approvals Moderated
9 March 2015 4QCY14 : Modest Net Income Growth but Dampened by Higher Provisions for Loan Impairment
2 March 2015 JAN 2015 BNM Statistics - Slow Loan Growth for the Start of the Year
10 February 2015 BNM Relaxes Rules on Liquidity Coverage Ration (LCR)
4 February 2015 DEC 2014 BNM Statistics - Slower Household and Business Loans Growth
16 January 2015 Proposed Merger Aborted
15 January 2015 Foreign Shareholdings of Banks
Cement
Research Title
14 December 2015 Demand-Supply Gap to Persist
14 December 2015 Demand-Supply Gap to Persist
Construction
Research Title
22 October 2015 Policy-Driven Infrastructural Largesse
11 August 2015 The Twin Injection of Strength
2 June 2015 1QCY15 Earnings Wrap
3 April 2015 1QCY15 Contract Awards Stats
6 March 2015 4QCY14 Earnings Wrap
22 October 2015 Policy-Driven Infrastructural Largesse
11 August 2015 The Twin Injection of Strength
2 June 2015 1QCY15 Earnings Wrap
3 April 2015 1QCY15 Contract Awards Stats
6 March 2015 4QCY14 Earnings Wrap
Insurance
Research Title
2 December 2015 Underwriting Profit to Improve Further
9 November 2015 Insuring Growth
2 December 2015 Underwriting Profit to Improve Further
9 November 2015 Insuring Growth
Oil & Gas
Research Title
21 December 2015 Looking Towards the Downstream Segment
5 June 2015 A Peek Into the Mindsets of Investors and Stakeholders
22 April 2015 Local Contract Flow and Oil Production Remain Robust
9 March 2015 Expect Sector to be More Operationally Efficient
21 December 2015 Looking Towards the Downstream Segment
5 June 2015 A Peek Into the Mindsets of Investors and Stakeholders
22 April 2015 Local Contract Flow and Oil Production Remain Robust
9 March 2015 Expect Sector to be More Operationally Efficient
Plantation
Research Title
15 December 2015 CPO Price Should Exceed RM2500/MT in 1QCY2016
11 December 2015 Tree Stress Impact May Have Started
12 November 2015 Still Reasonable Stock/Usage Ratio Amidst Record High Inventory
13 October 2015 Lower Than Expected Inventory in September
2 October 2015 Money Does Grow On Trees
21 September 2015 Minimal Impact from the Increase in India's Import Tax
11 September 2015 Bracing for Record High Inventory in September
11 August 2015 Ample Stocks in July, but Neutralized by Strong Exports Early August
10 August 2015 CPO Price Should Bottom at RM2000/MT
29 July 2015 New Indonesian Palm Oil Export Tax Structure
13 July 2015 No Surprise in June Stocks Level
6 July 2015 2015 CPO Price Average Forecast Reduced to RM2,175/MT
11 June 2015 Export Growth Rebounded to Positive Territory
12 May 2015 Robust Demand from China Offset by Lower India Offtake
16 March 2015 Challenging Environment Ahead
11 March 2015 Exports Slumped to Seven-year Low
13 January 2015 Steepest Decline in CPO Production Since 2006
15 December 2015 CPO Price Should Exceed RM2500/MT in 1QCY2016
11 December 2015 Tree Stress Impact May Have Started
12 November 2015 Still Reasonable Stock/Usage Ratio Amidst Record High Inventory
13 October 2015 Lower Than Expected Inventory in September
2 October 2015 Money Does Grow On Trees
21 September 2015 Minimal Impact from the Increase in India's Import Tax
11 September 2015 Bracing for Record High Inventory in September
11 August 2015 Ample Stocks in July, but Neutralized by Strong Exports Early August
10 August 2015 CPO Price Should Bottom at RM2000/MT
29 July 2015 New Indonesian Palm Oil Export Tax Structure
13 July 2015 No Surprise in June Stocks Level
6 July 2015 2015 CPO Price Average Forecast Reduced to RM2,175/MT
11 June 2015 Export Growth Rebounded to Positive Territory
12 May 2015 Robust Demand from China Offset by Lower India Offtake
16 March 2015 Challenging Environment Ahead
11 March 2015 Exports Slumped to Seven-year Low
13 January 2015 Steepest Decline in CPO Production Since 2006
Property
Research Title
10 December 2015 Expect Lower Sales Trend to Continue in 1HCY16
26 October 2015 No Surprise From Budget 2016
5 October 2015 Still Not Out of the Woods
4 September 2015 Still a Weak Quarter
6 August 2015 Residential Property Remains a Viable Investment
2 June 2015 1QCY15 Earnings Wrap - Still a Weak Quarter
20 April 2015 Potential Trend Reversal in 4QCY14 Transaction Value
5 March 2015 4QCY14 : Property Earnings Wrap
10 December 2015 Expect Lower Sales Trend to Continue in 1HCY16
26 October 2015 No Surprise From Budget 2016
5 October 2015 Still Not Out of the Woods
4 September 2015 Still a Weak Quarter
6 August 2015 Residential Property Remains a Viable Investment
2 June 2015 1QCY15 Earnings Wrap - Still a Weak Quarter
20 April 2015 Potential Trend Reversal in 4QCY14 Transaction Value
5 March 2015 4QCY14 : Property Earnings Wrap
REIT
Research Title
9 December 2015 MGS Yield Assumption Raised
6 October 2015 Safe Choice but Unexciting
8 May 2015 IGBREIT the Star Performer in the First Quarter
18 March 2015 GST Exemption For Commercial Rental Below RM500k
12 February 2015 Beneficiary of Lower Electricity Rate
6 February 2015 Slower Overall Earnings Growth
9 December 2015 MGS Yield Assumption Raised
6 October 2015 Safe Choice but Unexciting
8 May 2015 IGBREIT the Star Performer in the First Quarter
18 March 2015 GST Exemption For Commercial Rental Below RM500k
12 February 2015 Beneficiary of Lower Electricity Rate
6 February 2015 Slower Overall Earnings Growth
Rubber
Research Title
5 May 2015 Rubber Gloves Export Value Continues to Rise
5 May 2015 Rubber Gloves Export Value Continues to Rise
Semiconductor
Research Title
7 December 2015 Local Export of Semiconductor Products Continue to Outperform
4 November 2015 GSS Rebound Above USD28b in September 2015
7 October 2015 Malaysia's Semiconductor Export Growth Ouperforming GSS Asia
7 September 2015 Future Sales Growth to Stem From IOT
6 August 2015 Sustained Global Growth
8 July 2015 Sales Growth Accelerated in May; SIA is Optimistic on TPA
4 June 2015 Still On a Growth Path Amid Seasonal Influence
6 May 2015 Sales Momentum Remains Positive in March
23 April 2015 Industry Growth Remains Intact
8 April 2015 Seasonal Slowdown in February 2015 Sales Growth Momentum
4 March 2015 Strong Growth Momentum Maintained in January
5 February 2015 Strong December Sales Caps a Record-Breaking Year
7 January 2015 11M14 Sales Exceeded the Figure for Full Year 2013
7 December 2015 Local Export of Semiconductor Products Continue to Outperform
4 November 2015 GSS Rebound Above USD28b in September 2015
7 October 2015 Malaysia's Semiconductor Export Growth Ouperforming GSS Asia
7 September 2015 Future Sales Growth to Stem From IOT
6 August 2015 Sustained Global Growth
8 July 2015 Sales Growth Accelerated in May; SIA is Optimistic on TPA
4 June 2015 Still On a Growth Path Amid Seasonal Influence
6 May 2015 Sales Momentum Remains Positive in March
23 April 2015 Industry Growth Remains Intact
8 April 2015 Seasonal Slowdown in February 2015 Sales Growth Momentum
4 March 2015 Strong Growth Momentum Maintained in January
5 February 2015 Strong December Sales Caps a Record-Breaking Year
7 January 2015 11M14 Sales Exceeded the Figure for Full Year 2013
Shipping
Research Title
24 February 2015 Baltic Dry Index Hits Multi-Decade Low
24 February 2015 Baltic Dry Index Hits Multi-Decade Low
Steel
Research Title
29 June 2015 China's Steel Exports Likely to Continue to Rise
29 June 2015 China's Steel Exports Likely to Continue to Rise