Automotive
Research Titles
21 December 2016 Weak build-up to year-end campaigns
25 November 2016 Proton forays into compact MPVs
21 November 2016 Driving over potholes
21 October 2016 Proton’s back in the game
12 October 2016 First Car Buyer Scheme
22 September 2016 Contraction narrows in August
22 August 2016 Stuck in first gear
19 August 2016 Facing the stark reality
22 July 2016 Perodua keeps sales targets
21 July 2016 Festive driven strength, MAA slashes forecast
19 July 2016 So what’s different with the “Bezza”?
21 June 2016 Toyota makes a comeback!
17 June 2016 Implications from the new Perdana
19 May 2016 Still a rough ride
13 May 2016 First thoughts on Nissan-MMC tie-up
20 April 2016 March should mark bottom in growth trend
23 March 2016 Weakest since 09’ crisis, Toyota hits decade low
24 February 2016 Market has dried up, Mazda advances
29 January 2016 Freeing up borrowing capacity
22 January 2016 Strong end to the year
21 January 2016 Time to scrap?
14 January 2016 Price hike kicks in
21 December 2016 Weak build-up to year-end campaigns
25 November 2016 Proton forays into compact MPVs
21 November 2016 Driving over potholes
21 October 2016 Proton’s back in the game
12 October 2016 First Car Buyer Scheme
22 September 2016 Contraction narrows in August
22 August 2016 Stuck in first gear
19 August 2016 Facing the stark reality
22 July 2016 Perodua keeps sales targets
21 July 2016 Festive driven strength, MAA slashes forecast
19 July 2016 So what’s different with the “Bezza”?
21 June 2016 Toyota makes a comeback!
17 June 2016 Implications from the new Perdana
19 May 2016 Still a rough ride
13 May 2016 First thoughts on Nissan-MMC tie-up
20 April 2016 March should mark bottom in growth trend
23 March 2016 Weakest since 09’ crisis, Toyota hits decade low
24 February 2016 Market has dried up, Mazda advances
29 January 2016 Freeing up borrowing capacity
22 January 2016 Strong end to the year
21 January 2016 Time to scrap?
14 January 2016 Price hike kicks in
Banking
Research Titles
08 September 2016 OPR unchanged at 3.0%
14 July 2016 Cut in OPR by 25bp to 3.0%
27 June 2016 Trading opportunities emerge on the back of deeper value
01 June 2016 APR 2016 BNM STATISTICS : Loan demand moderated further
03 May 2016 MAR 2016 BNM STATISTICS : Loan repayments outpaced disbursements
01 Apr 2016 FEB 2016 BNM STATISTICS : Weaker loan demand and approvals
08 March 2016 4QCY15 review & sector outlook : Ended CY15 with a muted earnings growth
02 Mar 2016 JAN 2016 BNM STATISTICS : Slower deposit growth resulting in tighter liquidity
02 Feb 2016 DEC 2015 BNM STATISTICS : Slowdown in loan growth for the full CY15 within expectation
04 Jan 2016 NOV 2015 BNM STATISTICS : Weaker loan demand with lower loan applications from businesses and households
08 September 2016 OPR unchanged at 3.0%
14 July 2016 Cut in OPR by 25bp to 3.0%
27 June 2016 Trading opportunities emerge on the back of deeper value
01 June 2016 APR 2016 BNM STATISTICS : Loan demand moderated further
03 May 2016 MAR 2016 BNM STATISTICS : Loan repayments outpaced disbursements
01 Apr 2016 FEB 2016 BNM STATISTICS : Weaker loan demand and approvals
08 March 2016 4QCY15 review & sector outlook : Ended CY15 with a muted earnings growth
02 Mar 2016 JAN 2016 BNM STATISTICS : Slower deposit growth resulting in tighter liquidity
02 Feb 2016 DEC 2015 BNM STATISTICS : Slowdown in loan growth for the full CY15 within expectation
04 Jan 2016 NOV 2015 BNM STATISTICS : Weaker loan demand with lower loan applications from businesses and households
Construction
Insurance
Research Titles
21 September 2016 Lloyd’s landing onshore
04 July 2016 A transitional phase begins
13 April 2016 Strategies to translate into decent growth
21 September 2016 Lloyd’s landing onshore
04 July 2016 A transitional phase begins
13 April 2016 Strategies to translate into decent growth
Oil & Gas
Research Titles
31 October 2016 Liberalising Gas Supply in Malaysia
14 June 2016 Persisting stress on utilisation and day rates
14 June 2016 Persisting stress on utilisation and day rates
08 June 2016 The quest to reduce operating costs
07 April 2016 Downstream activity levels to remain buoyant
12 February 2016 Headwinds to persist for rigs market
22 January 2016 Tumultuous season ahead
31 October 2016 Liberalising Gas Supply in Malaysia
14 June 2016 Persisting stress on utilisation and day rates
14 June 2016 Persisting stress on utilisation and day rates
08 June 2016 The quest to reduce operating costs
07 April 2016 Downstream activity levels to remain buoyant
12 February 2016 Headwinds to persist for rigs market
22 January 2016 Tumultuous season ahead
Plantation
Research Titles
15 December 2016 Inventory numbers within expectation
07 December 2016 Upgrading 2017 average CPO price to RM2725/MT
25 November 2016 US lifts biofuel mandate to new record
11 November 2016 Inventory numbers came in below consensus estimate
18 October 2016 New Normal Of Weather Anomalies
11 October 2016 Small increase in inventory
27 September 2016 India lowered the import duties on palm oil
14 September 2016 Strong demand from India and China
11 August 2016 The return of China demand
13 July 2016 June inventory level is within expectation
21 June 2016 Slight delay in B10 implementation
13 June 2016 Inventory level at 5-year low
01 June 2016 Progressive implementation of B10 from June onwards
11 May 2016 5th consecutive monthly decline in inventory
28 April 2016 First increase in Indonesia CPO export tax in 20 months
12 April 2016 “Super El Nino” is dying but its Impact is still young
01 April 2016 Less Soybean Planting in the United States
25 March 2016 Don’t Under-estimate the Impact of the Strong El Nino
18 March 2016 France National Assembly approves additional tax on palm oil
16 March 2016 Malaysia CPO export tax set at 5.0%
11 March 2016 Inventory downtrend continues
10 March 2016 Calm Before The Storm
07 March 2016 CPO price could hit RM3000/MT in 2Q2016
11 February 2016 Expect inventory to decline below 2.00m MT soon
20 January 2016 Bullish view from Palm Oil Economic Review & Outlook Seminar 2016
15 January 2016 The diminishing correlation between crude oil and CPO price
12 January 2016 Bullish data from Dec-2015 palm inventory statistics
15 December 2016 Inventory numbers within expectation
07 December 2016 Upgrading 2017 average CPO price to RM2725/MT
25 November 2016 US lifts biofuel mandate to new record
11 November 2016 Inventory numbers came in below consensus estimate
18 October 2016 New Normal Of Weather Anomalies
11 October 2016 Small increase in inventory
27 September 2016 India lowered the import duties on palm oil
14 September 2016 Strong demand from India and China
11 August 2016 The return of China demand
13 July 2016 June inventory level is within expectation
21 June 2016 Slight delay in B10 implementation
13 June 2016 Inventory level at 5-year low
01 June 2016 Progressive implementation of B10 from June onwards
11 May 2016 5th consecutive monthly decline in inventory
28 April 2016 First increase in Indonesia CPO export tax in 20 months
12 April 2016 “Super El Nino” is dying but its Impact is still young
01 April 2016 Less Soybean Planting in the United States
25 March 2016 Don’t Under-estimate the Impact of the Strong El Nino
18 March 2016 France National Assembly approves additional tax on palm oil
16 March 2016 Malaysia CPO export tax set at 5.0%
11 March 2016 Inventory downtrend continues
10 March 2016 Calm Before The Storm
07 March 2016 CPO price could hit RM3000/MT in 2Q2016
11 February 2016 Expect inventory to decline below 2.00m MT soon
20 January 2016 Bullish view from Palm Oil Economic Review & Outlook Seminar 2016
15 January 2016 The diminishing correlation between crude oil and CPO price
12 January 2016 Bullish data from Dec-2015 palm inventory statistics
Power
Research Titles
21 December 2016 Weak build-up to year-end campaigns
25 November 2016 Proton forays into compact MPVs
21 November 2016 Driving over potholes
21 October 2016 Proton’s back in the game
12 October 2016 First Car Buyer Scheme
22 September 2016 Contraction narrows in August
22 July 2016 Perodua keeps sales targets
22 August 2016 Stuck in first gear
19 August 2016 Facing the stark reality
21 December 2016 Weak build-up to year-end campaigns
25 November 2016 Proton forays into compact MPVs
21 November 2016 Driving over potholes
21 October 2016 Proton’s back in the game
12 October 2016 First Car Buyer Scheme
22 September 2016 Contraction narrows in August
22 July 2016 Perodua keeps sales targets
22 August 2016 Stuck in first gear
19 August 2016 Facing the stark reality
Property
Research Titles
30 December 2016 Looking ahead into a lacklustre 2017
24 October 2016 No Major Surprise From Budget 2017
8 September 2016 OPR unchanged at 3.0%
05 October 2016 2Q16 property transaction value improved slightly
14 July 2016 Cut in OPR by 25bp to 3.0%
08 July 2016 First sign of property demand recovery
08 April 2016 Lower sales trend should continue in 2QCY16
14 March 2016 Unsold Residential Units should rise in 2016
30 December 2016 Looking ahead into a lacklustre 2017
24 October 2016 No Major Surprise From Budget 2017
8 September 2016 OPR unchanged at 3.0%
05 October 2016 2Q16 property transaction value improved slightly
14 July 2016 Cut in OPR by 25bp to 3.0%
08 July 2016 First sign of property demand recovery
08 April 2016 Lower sales trend should continue in 2QCY16
14 March 2016 Unsold Residential Units should rise in 2016
REIT
Research Title
05 December 2016 MGS yield expectation raised to 4%
19 August 2016 Pokémon-Go craze in Malaysia
18 July 2016 Lower MGS yield a boon for REITs
27 June 2016 A safe haven in times of uncertainty
11 April 2016 Sitting Pretty
29 March 2016 MGS yield expectation lowered
05 December 2016 MGS yield expectation raised to 4%
19 August 2016 Pokémon-Go craze in Malaysia
18 July 2016 Lower MGS yield a boon for REITs
27 June 2016 A safe haven in times of uncertainty
11 April 2016 Sitting Pretty
29 March 2016 MGS yield expectation lowered
Rubber
Research Title
30 December 2016 Looking ahead into a lacklustre 2017
06 December 2016 Rubber Gloves : Limited near term growth
24 October 2016 No Major Surprise From Budget 2017
5 October 2016 2Q16 property transaction value improved slightly
9 September 2016 Developers to provide loans to homebuyers
8 July 2016 First sign of property demand recovery
30 June 2016 Rubber Gloves : Minimal impact from hike in natural gas tariff
8 April 2016 Lower Sales Trend Should Continue in 2QCY16
14 March 2016 Unsold Residential Units Should Rise in 2016
04 February 2016 Rubber Gloves : Minimal impact from rise in foreign workers levy
30 December 2016 Looking ahead into a lacklustre 2017
06 December 2016 Rubber Gloves : Limited near term growth
24 October 2016 No Major Surprise From Budget 2017
5 October 2016 2Q16 property transaction value improved slightly
9 September 2016 Developers to provide loans to homebuyers
8 July 2016 First sign of property demand recovery
30 June 2016 Rubber Gloves : Minimal impact from hike in natural gas tariff
8 April 2016 Lower Sales Trend Should Continue in 2QCY16
14 March 2016 Unsold Residential Units Should Rise in 2016
04 February 2016 Rubber Gloves : Minimal impact from rise in foreign workers levy
Semiconductor
Research Title
02 November 2016 China-led growth
05 October 2016 Global semiconductor sales surpasses USD28b once again
08 July 2016 Recovery in global sales yet to be seen
09 June 2016 Sales came in below the USD26b level
06 May 2016 Lack of killer products to mute industry growth
07 April 2016 Export of semiconductor products stay resilient
07 March 2016 Positive start for local semiconductor exports despite seasonally weak 1Q
02 November 2016 China-led growth
05 October 2016 Global semiconductor sales surpasses USD28b once again
08 July 2016 Recovery in global sales yet to be seen
09 June 2016 Sales came in below the USD26b level
06 May 2016 Lack of killer products to mute industry growth
07 April 2016 Export of semiconductor products stay resilient
07 March 2016 Positive start for local semiconductor exports despite seasonally weak 1Q
Tobacco
Research Title
6 December 2016 Limited near term growth
30 June 2016 Minimal impact from hike in natural gas tariff
4 February 2016 Minimal Impact from Rise in Foreign Workers Levy
6 December 2016 Limited near term growth
30 June 2016 Minimal impact from hike in natural gas tariff
4 February 2016 Minimal Impact from Rise in Foreign Workers Levy
Telco
Research Titles
30 June 2016 Spectrum fee announcement under way
30 June 2016 Spectrum fee announcement under way
Consumer
Research Titles
28 December 2016 Food & Beverages : Shrinking margin amidst rising commodity prices
28 December 2016 Food & Beverages : Shrinking margin amidst rising commodity prices
Healthcare
Research Titles
30 September 2016 Resilient amidst cost pressures
07 September 2016 High on Zika alert
30 September 2016 Resilient amidst cost pressures
07 September 2016 High on Zika alert
Technology
