Automotive
Research Title
Berjaya Auto : 11 December 2015 Look to new launches beyond this weak quarter
Berjaya Auto : 11 September 2015 Volume driven growth
Berjaya Auto : 12 June 2015 Expect easing margin in upcoming year
Berjaya Auto : 23 March 2015 High on expectations
MBM : 2 December 2015 Under Review
MBM : 2 March 2015 Boosted by Perodua
MBM : 16 January 2015 Myvi facelift to boost sales
Tan Chong : 20 November 2015 Penetrating Myanmar
Tan Chong : 19 November 2015 A tad too early to call a bottom
Tan Chong : 1 September 2015 Uninspiring earnings in 1HFY15
Tan Chong : 14 May 2015 Signs of recovery in sight
Tan Chong : 26 February 2015 Poor end to a rough year
UMW : 27 November 2015 Earnings de-rating
UMW : 27 August 2015 Disappointing performance across the board
UMW : 27 May 2015 Underperformance on lower Toyota sales volume
UMW : 15 May 2015 No Adverse Impact from Recall
UMW : 27 February 2015 Decent dividend despite challenging times
Berjaya Auto : 11 December 2015 Look to new launches beyond this weak quarter
Berjaya Auto : 11 September 2015 Volume driven growth
Berjaya Auto : 12 June 2015 Expect easing margin in upcoming year
Berjaya Auto : 23 March 2015 High on expectations
MBM : 2 December 2015 Under Review
MBM : 2 March 2015 Boosted by Perodua
MBM : 16 January 2015 Myvi facelift to boost sales
Tan Chong : 20 November 2015 Penetrating Myanmar
Tan Chong : 19 November 2015 A tad too early to call a bottom
Tan Chong : 1 September 2015 Uninspiring earnings in 1HFY15
Tan Chong : 14 May 2015 Signs of recovery in sight
Tan Chong : 26 February 2015 Poor end to a rough year
UMW : 27 November 2015 Earnings de-rating
UMW : 27 August 2015 Disappointing performance across the board
UMW : 27 May 2015 Underperformance on lower Toyota sales volume
UMW : 15 May 2015 No Adverse Impact from Recall
UMW : 27 February 2015 Decent dividend despite challenging times
Aviation
Research Title
AirAsia : 27 November 2015 Good showing by MAA
AirAsia : 2 October 2015 IAA lifted out negative equity
AirAsia : 15 September 2015 Headwinds are abating
AirAsia : 21 August 2015 IAA and PAA resolutions key to lifting overhang
AirAsia : 28 July 2015 Cost savings from MRO outsourcing
AirAsia : 16 July 2015 Valuation remains attractive
AirAsia : 27 February 2015 Yield growth outpaced by higher costs.
AirAsia : 27 January 2015 Fuelling Travel Demand Without Surcharges
AirAsia : 23 January 2015 Fairer skies ahead
AirAsia : 7 January 2015 Expect confidence to return from 2Q15 onwards
AirAsia X : 26 November 2015 On route to breaking-even operationally in 4Q
AirAsia X : 23 September 2015 Launching unique routes could be AAX’s game changer
AirAsia X : 20 August 2015 Turnaround measures progressing well, expecting better 2H15
AirAsia X : 30 March 2015 AAX Turnaround Resting on Management's Shoulders
AirAsia X : 25 February 2015 Achieved core net profit in 4Q14
AirAsia X : 4 February 2015 Rights Issuance to Strengthen Company
Malaysia Airport : 11 December 2015 Unfazed by Malaysia Airlines Capacity Cuts
Malaysia Airport : 28 October 2015 Earnings rebound in 3QFY15
Malaysia Airport : 11 August 2015 July Passenger Traffic Growth Highest in 16 Months
Malaysia Airport : 31 July 2015 Depreciation and finance costs weigh on earnings
Malaysia Airport : 11 June 2015 International traffic growth turned positive
Malaysia Airport : 15 May 2015 April marks second consecutive month of growth
Malaysia Airport : 6 May 2015 Earnings under pressure from rising costs
Malaysia Airport : 29 April 2015 Contract Win in Qatar and Updates on Mitsui Outlet Park KLIA
Malaysia Airport : 25 March 2015 Divestment of 10% Stake in Delhi International Airport
Malaysia Airport : 16 February 2015 Higher Costs from the Start-up of KLIA2
Malaysia Airport : 14 January 2015 Passenger Growth to Decelerate in 2015
AirAsia : 27 November 2015 Good showing by MAA
AirAsia : 2 October 2015 IAA lifted out negative equity
AirAsia : 15 September 2015 Headwinds are abating
AirAsia : 21 August 2015 IAA and PAA resolutions key to lifting overhang
AirAsia : 28 July 2015 Cost savings from MRO outsourcing
AirAsia : 16 July 2015 Valuation remains attractive
AirAsia : 27 February 2015 Yield growth outpaced by higher costs.
AirAsia : 27 January 2015 Fuelling Travel Demand Without Surcharges
AirAsia : 23 January 2015 Fairer skies ahead
AirAsia : 7 January 2015 Expect confidence to return from 2Q15 onwards
AirAsia X : 26 November 2015 On route to breaking-even operationally in 4Q
AirAsia X : 23 September 2015 Launching unique routes could be AAX’s game changer
AirAsia X : 20 August 2015 Turnaround measures progressing well, expecting better 2H15
AirAsia X : 30 March 2015 AAX Turnaround Resting on Management's Shoulders
AirAsia X : 25 February 2015 Achieved core net profit in 4Q14
AirAsia X : 4 February 2015 Rights Issuance to Strengthen Company
Malaysia Airport : 11 December 2015 Unfazed by Malaysia Airlines Capacity Cuts
Malaysia Airport : 28 October 2015 Earnings rebound in 3QFY15
Malaysia Airport : 11 August 2015 July Passenger Traffic Growth Highest in 16 Months
Malaysia Airport : 31 July 2015 Depreciation and finance costs weigh on earnings
Malaysia Airport : 11 June 2015 International traffic growth turned positive
Malaysia Airport : 15 May 2015 April marks second consecutive month of growth
Malaysia Airport : 6 May 2015 Earnings under pressure from rising costs
Malaysia Airport : 29 April 2015 Contract Win in Qatar and Updates on Mitsui Outlet Park KLIA
Malaysia Airport : 25 March 2015 Divestment of 10% Stake in Delhi International Airport
Malaysia Airport : 16 February 2015 Higher Costs from the Start-up of KLIA2
Malaysia Airport : 14 January 2015 Passenger Growth to Decelerate in 2015
Banks
Research Title
Affin : 30 November 2015 High provisions and OPEX in 9MFY15 dampened earnings
Affin : 18 August 2015Lower provisions for loan impairment in 2QFY15
Affin : 21 May 2015Earnings Dragged by High Provisions for Loan Losses
Affin : 10 March 2015Limited Rerating Catalyst in the Near Term
Alliance Financial Group : 30 November 2015 Expect More Pressure on Funding Cost Ahead
Alliance Financial Group : 19 August 2015Targeting Higher NII to Raise ROE
Alliance Financial Group : 28 May 2015To Focus on Risk Adjusted Returns on Loans
Alliance Financial Group : 17 February 2015Core Earnings In Line with Expectation
AMMB Holdings : 20 November 2015Top Line Growth Remained Uninspiring
AMMB Holdings : 20 August 2015Subdued Loan Growth Due To Ongoing Portfolio Rebalancing
AMMB Holdings : 25 May 2015Asset Quality Holding Up in 4QFY15
AMMB Holdings : 13 February 2015Interest Margin Compromised Due to Portfolio Rebalancing
CIMB : 26 November 2015FY15 KPI Targets For ROE and CI Ratio Likely Not Achieved
CIMB : 2 November 2015Pressure on Niaga's asset quality and NIM to persist in the near term
CIMB : 22 October 2015Still no clear sign of improvement in Niaga's asset quality
CIMB : 1 September 2015Slower Loan Growth with provisions likely to remain high in 2HFY15
CIMB : 22 July 2015Domestic Loan Momentum Likely to be slower in 2HFY15
CIMB : 21 July 2015CIMB Thai Earnings Dampened by High Provisions
CIMB : 21 May 2015An Improved Quarter with Lower Provisions
CIMB : 18 May 2015MSS not unexpected
CIMB : 28 April 2015To incur restructuring cost in FY15
CIMB : 23 April 2015High provisioning for Niaga likely to continue in 2QFY15
CIMB : 2 March 2015Expect Better Earnings Ahead with Lower Allowance for Loan Impairment
CIMB : 13 February 2015More Coal-related Loan Provisions at CIMB Niaga in 1QFY15
CIMB : 10 February 2015Committed in Initiatives to Lower its CI Ratio
CIMB : 22 January 20154QFY14 Earnings Likely to be weak
Hong Leong Bank : 18 November 2015Slower contribution from Bank of Chengdu (BOC)
Hong Leong Bank : 27 August 2015Stable earnings and resilient asset quality
Hong Leong Bank : 27 May 2015Resilient asset quality and stronger loan momentum
Hong Leong Bank : 26 February 2015Healthy asset quality and liquidity
Hong Leong Financial Group : 18 November 2015Insurance earnings lifted by higher interest rates
Hong Leong Financial Group : 27 August 2015Stronger insurance business in 4QFY15
Hong Leong Financial Group : 6 July 2015Higher earnings from insurance business in 4QFY15
Hong Leong Financial Group : 27 May 2015Lower earnings from Insurance business due to higher actuarial reserves
Hong Leong Financial Group : 2 April 2015Core stability and peripheral growth
Maybank : 27 November 2015Strong revenue growth and improved CI ratio in 3QFY15
Maybank : 28 August 2015Strong net income growth and capital position
Maybank : 29 May 2015Strong NOII growth and healthy capital position
Maybank : 27 February 2015A stronger performance in 2HFY14
Maybank : 9 February 2015Operating environment remains challenging
Public Bank : 23 October 2015NIM improved on the back of stronger loan growth
Public Bank : 31 July 2016Slower loan momentum in 2QFY15
Public Bank : 21 April 2015On track to meet FY15 KPI targets
Public Bank : 6 February 2015Pressure on funding cost is expected to continue
RHB Capital : 1 December 2015Growth in non fund based income continues to be slow
RHB Capital : 28 October 2015Cost savings from CTS to translate into 19.2 months payback
RHB Capital : 8 September 2015Dilution to EPS and ROE higher than expected due to lower Rights Issue Price
RHB Capital : 1 September 2015Stronger traction for CASA in 2QFY15
RHB Capital : 1 June 2015Good traction for IGNITE 2017
RHB Capital : 14 April 2015Restructuring to strengthen capital structure and improve tax efficiency
RHB Capital : 2 March 2015On track with progress of IGNITE 2017
Affin : 30 November 2015 High provisions and OPEX in 9MFY15 dampened earnings
Affin : 18 August 2015Lower provisions for loan impairment in 2QFY15
Affin : 21 May 2015Earnings Dragged by High Provisions for Loan Losses
Affin : 10 March 2015Limited Rerating Catalyst in the Near Term
Alliance Financial Group : 30 November 2015 Expect More Pressure on Funding Cost Ahead
Alliance Financial Group : 19 August 2015Targeting Higher NII to Raise ROE
Alliance Financial Group : 28 May 2015To Focus on Risk Adjusted Returns on Loans
Alliance Financial Group : 17 February 2015Core Earnings In Line with Expectation
AMMB Holdings : 20 November 2015Top Line Growth Remained Uninspiring
AMMB Holdings : 20 August 2015Subdued Loan Growth Due To Ongoing Portfolio Rebalancing
AMMB Holdings : 25 May 2015Asset Quality Holding Up in 4QFY15
AMMB Holdings : 13 February 2015Interest Margin Compromised Due to Portfolio Rebalancing
CIMB : 26 November 2015FY15 KPI Targets For ROE and CI Ratio Likely Not Achieved
CIMB : 2 November 2015Pressure on Niaga's asset quality and NIM to persist in the near term
CIMB : 22 October 2015Still no clear sign of improvement in Niaga's asset quality
CIMB : 1 September 2015Slower Loan Growth with provisions likely to remain high in 2HFY15
CIMB : 22 July 2015Domestic Loan Momentum Likely to be slower in 2HFY15
CIMB : 21 July 2015CIMB Thai Earnings Dampened by High Provisions
CIMB : 21 May 2015An Improved Quarter with Lower Provisions
CIMB : 18 May 2015MSS not unexpected
CIMB : 28 April 2015To incur restructuring cost in FY15
CIMB : 23 April 2015High provisioning for Niaga likely to continue in 2QFY15
CIMB : 2 March 2015Expect Better Earnings Ahead with Lower Allowance for Loan Impairment
CIMB : 13 February 2015More Coal-related Loan Provisions at CIMB Niaga in 1QFY15
CIMB : 10 February 2015Committed in Initiatives to Lower its CI Ratio
CIMB : 22 January 20154QFY14 Earnings Likely to be weak
Hong Leong Bank : 18 November 2015Slower contribution from Bank of Chengdu (BOC)
Hong Leong Bank : 27 August 2015Stable earnings and resilient asset quality
Hong Leong Bank : 27 May 2015Resilient asset quality and stronger loan momentum
Hong Leong Bank : 26 February 2015Healthy asset quality and liquidity
Hong Leong Financial Group : 18 November 2015Insurance earnings lifted by higher interest rates
Hong Leong Financial Group : 27 August 2015Stronger insurance business in 4QFY15
Hong Leong Financial Group : 6 July 2015Higher earnings from insurance business in 4QFY15
Hong Leong Financial Group : 27 May 2015Lower earnings from Insurance business due to higher actuarial reserves
Hong Leong Financial Group : 2 April 2015Core stability and peripheral growth
Maybank : 27 November 2015Strong revenue growth and improved CI ratio in 3QFY15
Maybank : 28 August 2015Strong net income growth and capital position
Maybank : 29 May 2015Strong NOII growth and healthy capital position
Maybank : 27 February 2015A stronger performance in 2HFY14
Maybank : 9 February 2015Operating environment remains challenging
Public Bank : 23 October 2015NIM improved on the back of stronger loan growth
Public Bank : 31 July 2016Slower loan momentum in 2QFY15
Public Bank : 21 April 2015On track to meet FY15 KPI targets
Public Bank : 6 February 2015Pressure on funding cost is expected to continue
RHB Capital : 1 December 2015Growth in non fund based income continues to be slow
RHB Capital : 28 October 2015Cost savings from CTS to translate into 19.2 months payback
RHB Capital : 8 September 2015Dilution to EPS and ROE higher than expected due to lower Rights Issue Price
RHB Capital : 1 September 2015Stronger traction for CASA in 2QFY15
RHB Capital : 1 June 2015Good traction for IGNITE 2017
RHB Capital : 14 April 2015Restructuring to strengthen capital structure and improve tax efficiency
RHB Capital : 2 March 2015On track with progress of IGNITE 2017
Cement
Research Title
LaFarge : 19 November 2015 Topline growth affected by intense competition
LaFarge : 21 September 2015 Acquisition of Holcim Malaysia
LaFarge : 28 August 2015 Changing Competition Landscape
LaFarge : 21 May 2015 Flattish 1QFY15 earnings performance
LaFarge : 27 February 2015 A tough year
LaFarge : 19 November 2015 Topline growth affected by intense competition
LaFarge : 21 September 2015 Acquisition of Holcim Malaysia
LaFarge : 28 August 2015 Changing Competition Landscape
LaFarge : 21 May 2015 Flattish 1QFY15 earnings performance
LaFarge : 27 February 2015 A tough year
Conglomerate
Research Title
Berjaya Auto : 11 December 2015 Look to new launches beyond this weak quarter
Berjaya Auto : 11 September 2015 Volume driven growth
Berjaya Auto : 12 June 2015 Expect easing margin in upcoming year
Berjaya Auto : 23 March 2015 High on expectations
MBM : 2 December 2015 Under Review
MBM : 2 March 2015 Boosted by Perodua
MBM : 16 January 2015 Myvi facelift to boost sales
Tan Chong : 20 November 2015 Penetrating Myanmar
Tan Chong : 19 November 2015 A tad too early to call a bottom
Tan Chong : 1 September 2015 Uninspiring earnings in 1HFY15
Tan Chong : 14 May 2015 Signs of recovery in sight
Tan Chong : 26 February 2015 Poor end to a rough year
UMW : 27 November 2015 Earnings de-rating
UMW : 27 August 2015 Disappointing performance across the board
UMW : 27 May 2015 Underperformance on lower Toyota sales volume
UMW : 15 May 2015 No Adverse Impact from Recall
UMW : 27 February 2015 Decent dividend despite challenging times
Berjaya Auto : 11 December 2015 Look to new launches beyond this weak quarter
Berjaya Auto : 11 September 2015 Volume driven growth
Berjaya Auto : 12 June 2015 Expect easing margin in upcoming year
Berjaya Auto : 23 March 2015 High on expectations
MBM : 2 December 2015 Under Review
MBM : 2 March 2015 Boosted by Perodua
MBM : 16 January 2015 Myvi facelift to boost sales
Tan Chong : 20 November 2015 Penetrating Myanmar
Tan Chong : 19 November 2015 A tad too early to call a bottom
Tan Chong : 1 September 2015 Uninspiring earnings in 1HFY15
Tan Chong : 14 May 2015 Signs of recovery in sight
Tan Chong : 26 February 2015 Poor end to a rough year
UMW : 27 November 2015 Earnings de-rating
UMW : 27 August 2015 Disappointing performance across the board
UMW : 27 May 2015 Underperformance on lower Toyota sales volume
UMW : 15 May 2015 No Adverse Impact from Recall
UMW : 27 February 2015 Decent dividend despite challenging times
Constructions
Research Title
Gamuda : 21 December 2015Earnings upgrade on Tollways and Toa Payoh
Gamuda : 18 August 2015What’s Next After the PTMP PDP?
Gamuda : 11 August 2015Competitive Edge in Transport Infrastructure
Gamuda : 26 June 2015Seals deal to acquire Singapore land
Gamuda : 24 June 2015Still in transition period
Gamuda : 27 March 2015A gem losing its shine
Hock Seng Lee : 27 November 20159MFY15 Earnings Drab
Hock Seng Lee : 27 August 20152QFY15 earnings dragged by lower margins
Hock Seng Lee : 22 May 2015A good start to the year
Hock Seng Lee : 2 March 2015Eyes on RM800m Kuching wastewater project
IJM Corporation : 25 November 2015Inspiring Results
IJM Corporation : 5 November 2015Still a Strong Contender
IJM Corporation : 21 September 2015Equatorial job
IJM Corporation : 26 August 2015Higher Infrastructure Contributions
IJM Corporation : 22 July 2015Third highway disposal in three years
IJM Corporation : 17 June 2015Extension of Kuantan Port concession
IJM Corporation : 27 May 2015Lower contribution from all segments
IJM Corporation : 22 April 2015JV in The Light Waterfront
IJM Corporation : 2 March 2015Stronger earnings trajectory ahead
IJM Corporation : 27 February 2015Mammoth contract win
IJM Corporation : 5 January 2015A surprise job win
MRCB : 20 November 2015Temporary blip?
MRCB : 7 September 2015Awarded PDP role for RM9bn LRT job
MRCB : 26 August 2015Transit-oriented development (ToD) leads the foray
MRCB : 9 July 2015Joint development of ICQS project
MRCB : 25 June 2015Awarded contracts by Khazanah subsidiary
MRCB : 22 May 2015TOD to lead future growth
MRCB : 23 April 2015Monetising Nu Sentral
MRCB : 8 April 2015Acquiring German embassy land for RM259.2m
MRCB : 24 February 2015Well positioned to regain its upward earnings trajectory
Muhibbah Engineering : 29 September 2015PIPC Visit
Muhibbah Engineering : 4 September 2015JV awarded RM949.6m contract
Muhibbah Engineering : 1 September 2015Sluggish Construction Contribution
Muhibbah Engineering : 20 August 2015Higher focus on O&G construction
Muhibbah Engineering : 31 July 2015Awarded RM158.2M EPCC Job
Muhibbah Engineering : 14 July 2015Awarded RM143.1m contract
Muhibbah Engineering : 22 June 2015Secured RM60.3m of new jobs
Muhibbah Engineering : 1 June 2015A promising start
Muhibbah Engineering : 2 March 2015Broadly in line
Muhibbah Engineering : 26 February 2015RM116m LNG Regasification Terminal job
Muhibbah Engineering : 5 February 2015Awarded RM116m RAPID job project
Protasco : 27 August 2015Road maintenance remains the backbone
Protasco : 28 May 2015Strong results, attractive valuation and plenty of catalysts ahead
Protasco : 19 March 2015Doubling of bottom line
Protasco : 2 March 2015Bargain valuation
Sunway Constructions : 25 November 2015Robust Pre-Cast Contribution
Sunway Constructions : 24 November 2015Lot 176, KLCC Construction Award
Sunway Constructions : 19 October 2015Sunway Iskandar Mixed Residential Award
Sunway Constructions : 22 September 2015Frontrunner for upcoming BRT projects
Sunway Constructions : 24 August 2015There’s still a silver lining
Sunway Constructions : 7 July 2015The largest pure-play construction outfit
WCT : 25 November 2015Robust Earnings Bolstered by Overseas Job
WCT : 13 October 2015MyTown Project on Track
WCT : 9 October 2015No near-term liquidity concern
WCT : 21 August 2015Lower 1HFY15 Earnings
WCT : 29 May 2015Expanding Laman Greenville development
WCT : 26 May 2015Mixed 1QFY15 numbers
WCT : 17 March 2015Proposes rights and bonus issues
WCT : 13 March 2015Retracement in share price an opportunity to accumulate
WCT : 26 February 2015Lower margins taking toll
Gamuda : 21 December 2015Earnings upgrade on Tollways and Toa Payoh
Gamuda : 18 August 2015What’s Next After the PTMP PDP?
Gamuda : 11 August 2015Competitive Edge in Transport Infrastructure
Gamuda : 26 June 2015Seals deal to acquire Singapore land
Gamuda : 24 June 2015Still in transition period
Gamuda : 27 March 2015A gem losing its shine
Hock Seng Lee : 27 November 20159MFY15 Earnings Drab
Hock Seng Lee : 27 August 20152QFY15 earnings dragged by lower margins
Hock Seng Lee : 22 May 2015A good start to the year
Hock Seng Lee : 2 March 2015Eyes on RM800m Kuching wastewater project
IJM Corporation : 25 November 2015Inspiring Results
IJM Corporation : 5 November 2015Still a Strong Contender
IJM Corporation : 21 September 2015Equatorial job
IJM Corporation : 26 August 2015Higher Infrastructure Contributions
IJM Corporation : 22 July 2015Third highway disposal in three years
IJM Corporation : 17 June 2015Extension of Kuantan Port concession
IJM Corporation : 27 May 2015Lower contribution from all segments
IJM Corporation : 22 April 2015JV in The Light Waterfront
IJM Corporation : 2 March 2015Stronger earnings trajectory ahead
IJM Corporation : 27 February 2015Mammoth contract win
IJM Corporation : 5 January 2015A surprise job win
MRCB : 20 November 2015Temporary blip?
MRCB : 7 September 2015Awarded PDP role for RM9bn LRT job
MRCB : 26 August 2015Transit-oriented development (ToD) leads the foray
MRCB : 9 July 2015Joint development of ICQS project
MRCB : 25 June 2015Awarded contracts by Khazanah subsidiary
MRCB : 22 May 2015TOD to lead future growth
MRCB : 23 April 2015Monetising Nu Sentral
MRCB : 8 April 2015Acquiring German embassy land for RM259.2m
MRCB : 24 February 2015Well positioned to regain its upward earnings trajectory
Muhibbah Engineering : 29 September 2015PIPC Visit
Muhibbah Engineering : 4 September 2015JV awarded RM949.6m contract
Muhibbah Engineering : 1 September 2015Sluggish Construction Contribution
Muhibbah Engineering : 20 August 2015Higher focus on O&G construction
Muhibbah Engineering : 31 July 2015Awarded RM158.2M EPCC Job
Muhibbah Engineering : 14 July 2015Awarded RM143.1m contract
Muhibbah Engineering : 22 June 2015Secured RM60.3m of new jobs
Muhibbah Engineering : 1 June 2015A promising start
Muhibbah Engineering : 2 March 2015Broadly in line
Muhibbah Engineering : 26 February 2015RM116m LNG Regasification Terminal job
Muhibbah Engineering : 5 February 2015Awarded RM116m RAPID job project
Protasco : 27 August 2015Road maintenance remains the backbone
Protasco : 28 May 2015Strong results, attractive valuation and plenty of catalysts ahead
Protasco : 19 March 2015Doubling of bottom line
Protasco : 2 March 2015Bargain valuation
Sunway Constructions : 25 November 2015Robust Pre-Cast Contribution
Sunway Constructions : 24 November 2015Lot 176, KLCC Construction Award
Sunway Constructions : 19 October 2015Sunway Iskandar Mixed Residential Award
Sunway Constructions : 22 September 2015Frontrunner for upcoming BRT projects
Sunway Constructions : 24 August 2015There’s still a silver lining
Sunway Constructions : 7 July 2015The largest pure-play construction outfit
WCT : 25 November 2015Robust Earnings Bolstered by Overseas Job
WCT : 13 October 2015MyTown Project on Track
WCT : 9 October 2015No near-term liquidity concern
WCT : 21 August 2015Lower 1HFY15 Earnings
WCT : 29 May 2015Expanding Laman Greenville development
WCT : 26 May 2015Mixed 1QFY15 numbers
WCT : 17 March 2015Proposes rights and bonus issues
WCT : 13 March 2015Retracement in share price an opportunity to accumulate
WCT : 26 February 2015Lower margins taking toll
Consumer
Research Title
F&N Holdings : 7 May 2015New products to mitigate Redbull
F&N Holdings : 6 May 2015Soft drinks segment a bane
F&N Holdings : 11 February 2015Poor performance masked by lower effective tax rate
MSM Malaysia Holdings Bhd : 10 June 2015Doubling capacity with new refinery
MSM Malaysia Holdings Bhd : 20 May 2015Benefitting from low free-market sugar prices
MSM Malaysia Holdings Bhd : 12 February 2015Strong end to FY14
Nestle (M) Bhd : 23 April 2015Long term sustainable growth in focus
Nestle (M) Bhd : 21 April 2015Continues to be domestic centric
Nestle (M) Bhd : 24 February 2015Disappointing end to FY14
Padini Holdings : 20 May 2015Margin erosion to defend market share
Padini Holdings : 17 February 2015Depressing result for two quarters in a row
Parkson Holdings : 25 June 2015Facing tougher operating environment
Parkson Holdings : 5 May 2015New JV in Entertainment Attractions
Parkson Holdings : 27 February 2015China’s topline growth dragged by lower SSS
F&N Holdings : 7 May 2015New products to mitigate Redbull
F&N Holdings : 6 May 2015Soft drinks segment a bane
F&N Holdings : 11 February 2015Poor performance masked by lower effective tax rate
MSM Malaysia Holdings Bhd : 10 June 2015Doubling capacity with new refinery
MSM Malaysia Holdings Bhd : 20 May 2015Benefitting from low free-market sugar prices
MSM Malaysia Holdings Bhd : 12 February 2015Strong end to FY14
Nestle (M) Bhd : 23 April 2015Long term sustainable growth in focus
Nestle (M) Bhd : 21 April 2015Continues to be domestic centric
Nestle (M) Bhd : 24 February 2015Disappointing end to FY14
Padini Holdings : 20 May 2015Margin erosion to defend market share
Padini Holdings : 17 February 2015Depressing result for two quarters in a row
Parkson Holdings : 25 June 2015Facing tougher operating environment
Parkson Holdings : 5 May 2015New JV in Entertainment Attractions
Parkson Holdings : 27 February 2015China’s topline growth dragged by lower SSS
Healthcare
Research Title
IHH Healthcare : 27 November 2015 Higher revenue intensity
IHH Healthcare : 7 October 2015 Existing hospital capacity expansion to support earnings
IHH Healthcare : 1 September 2015 Strengthening its positioning in India
IHH Healthcare : 27 August 2015 Earnings consolidation from Continental
IHH Healthcare : 30 April 2015 Further foray into India
IHH Healthcare : 27 February 2015 Earnings driven by higher inpatient admissions
KPJ : 27 November 2015 3QFY15 earnings growth outpaced revenue growth
KPJ : 28 August 2015 Future expansions to sustain growth
KPJ : 2 March 2015 A weak end to a good year
UEM Edgenta (Faber) : 12 March 2015 New Concessions Agreement in place
UEM Edgenta (Faber) : 10 March 2015 Potential gains from forex exposure
UEM Edgenta (Faber) : 2 March 2015 Results post-consolidation of Opus and Propel
UEM Edgenta (Faber) : 30 January 2015 Diversified AFM with strong foreign exposure
IHH Healthcare : 27 November 2015 Higher revenue intensity
IHH Healthcare : 7 October 2015 Existing hospital capacity expansion to support earnings
IHH Healthcare : 1 September 2015 Strengthening its positioning in India
IHH Healthcare : 27 August 2015 Earnings consolidation from Continental
IHH Healthcare : 30 April 2015 Further foray into India
IHH Healthcare : 27 February 2015 Earnings driven by higher inpatient admissions
KPJ : 27 November 2015 3QFY15 earnings growth outpaced revenue growth
KPJ : 28 August 2015 Future expansions to sustain growth
KPJ : 2 March 2015 A weak end to a good year
UEM Edgenta (Faber) : 12 March 2015 New Concessions Agreement in place
UEM Edgenta (Faber) : 10 March 2015 Potential gains from forex exposure
UEM Edgenta (Faber) : 2 March 2015 Results post-consolidation of Opus and Propel
UEM Edgenta (Faber) : 30 January 2015 Diversified AFM with strong foreign exposure
Industrial
Research Title
Daibochi : 13 August 2015 Top line driven by higher export sales
Daibochi : 11 May 2015 Optimistic on sales growth
Daibochi : 8 May 2015 Local sales outpaced export sales
Daibochi : 12 February 2015 Earnings hampered by higher operating costs
Panasonic Manufacturing : 30 November 2015 Earnings growth on improved profit margin
Panasonic Manufacturing : 25 August 2015 Earnings growth boosted by restocking activities
Panasonic Manufacturing : 28 May 2015 Earnings surged on improved margins
Panasonic Manufacturing : 27 February 2015 Higher earnings growth supported by improved margins
Daibochi : 13 August 2015 Top line driven by higher export sales
Daibochi : 11 May 2015 Optimistic on sales growth
Daibochi : 8 May 2015 Local sales outpaced export sales
Daibochi : 12 February 2015 Earnings hampered by higher operating costs
Panasonic Manufacturing : 30 November 2015 Earnings growth on improved profit margin
Panasonic Manufacturing : 25 August 2015 Earnings growth boosted by restocking activities
Panasonic Manufacturing : 28 May 2015 Earnings surged on improved margins
Panasonic Manufacturing : 27 February 2015 Higher earnings growth supported by improved margins
Media
Research Title
Astro : 9 December 2015 Resilient subscription-based business model
Astro : 17 September 2015 Strong cash generation capability
Astro : 15 July 2015 Shifting focus to the rural homes
Astro : 31 March 2015 Generous dividend payout
Media Prima : 20 November 2015 EBITDA margin continue to improve
Media Prima : 25 September 2015 Content creation to drive earnings growth
Media Prima : 14 August 2015 Cost cutting exercise showing results
Media Prima : 15 May 2015 Tough operating environment to persist
Media Prima : 27 February 2015 Operating environment to remain challenging in FY15
Media Prima : 26 February 2015 Earnings impacted by mutual separation scheme
Star : 17 November 2015 Poor consumer sentiment to persist
Star : 25 August 2015 2H15 adex growth to be muted
Star : 19 August 2015 Better results post VSS
Star : 27 July 2015 The Edge’s loss may be STAR’s gain
Star : 26 May 2015 Revitalising the core business segments
Star : 20 May 2015 Cost controls in the print segment bearing fruits
Star : 4 March 2015 No near term re-rating catalyst
Star : 2 March 2015 Print and digital segments underperformed
Astro : 9 December 2015 Resilient subscription-based business model
Astro : 17 September 2015 Strong cash generation capability
Astro : 15 July 2015 Shifting focus to the rural homes
Astro : 31 March 2015 Generous dividend payout
Media Prima : 20 November 2015 EBITDA margin continue to improve
Media Prima : 25 September 2015 Content creation to drive earnings growth
Media Prima : 14 August 2015 Cost cutting exercise showing results
Media Prima : 15 May 2015 Tough operating environment to persist
Media Prima : 27 February 2015 Operating environment to remain challenging in FY15
Media Prima : 26 February 2015 Earnings impacted by mutual separation scheme
Star : 17 November 2015 Poor consumer sentiment to persist
Star : 25 August 2015 2H15 adex growth to be muted
Star : 19 August 2015 Better results post VSS
Star : 27 July 2015 The Edge’s loss may be STAR’s gain
Star : 26 May 2015 Revitalising the core business segments
Star : 20 May 2015 Cost controls in the print segment bearing fruits
Star : 4 March 2015 No near term re-rating catalyst
Star : 2 March 2015 Print and digital segments underperformed
Non-Bank Financials
Research Title
Bursa Malaysia : 26 October 2015 Derivatives outshined securities trading activity
Bursa Malaysia : 23 September 2015 Value emerges with share price bottomed out
Bursa Malaysia : 16 July 2015 Benefitting from the market volatility
Bursa Malaysia : 23 April 2015 To benefit from heightened foreign interests
Bursa Malaysia : 21 April 2015 Strong derivatives but lacklustre IPO
Bursa Malaysia : 30 January 2015 Within expectations
Bursa Malaysia : 28 January 2015 ADC for derivatives soared on market volatility
LPI Capital : 9 October 2015 Fire insurance segment led earnings higher
LPI Capital : 9 April 2015 Well within expectations
LPI Capital : 20 March 2015 Resilient to withstand challenges
MBSB : 16 November 2015 Impairment led earnings lower
MBSB : 7 August 2015 Earnings continued drag by higher allowance
MBSB : 17 February 2015 Loan growth remains anaemic
Syarikat Takaful : 9 November 2015 Sturdy Results
Syarikat Takaful : 13 August 2015 Strong double-digit earnings growth
Tune Protect : 17 November 2015 Underwriting margin remains healthy
Tune Protect : 19 August 2015 Stronger growth across all divisions
Tune Protect : 26 February 2015 Continued growth in non-motor portfolio
Tune Protect : 13 January 2015 Going Places
Bursa Malaysia : 26 October 2015 Derivatives outshined securities trading activity
Bursa Malaysia : 23 September 2015 Value emerges with share price bottomed out
Bursa Malaysia : 16 July 2015 Benefitting from the market volatility
Bursa Malaysia : 23 April 2015 To benefit from heightened foreign interests
Bursa Malaysia : 21 April 2015 Strong derivatives but lacklustre IPO
Bursa Malaysia : 30 January 2015 Within expectations
Bursa Malaysia : 28 January 2015 ADC for derivatives soared on market volatility
LPI Capital : 9 October 2015 Fire insurance segment led earnings higher
LPI Capital : 9 April 2015 Well within expectations
LPI Capital : 20 March 2015 Resilient to withstand challenges
MBSB : 16 November 2015 Impairment led earnings lower
MBSB : 7 August 2015 Earnings continued drag by higher allowance
MBSB : 17 February 2015 Loan growth remains anaemic
Syarikat Takaful : 9 November 2015 Sturdy Results
Syarikat Takaful : 13 August 2015 Strong double-digit earnings growth
Tune Protect : 17 November 2015 Underwriting margin remains healthy
Tune Protect : 19 August 2015 Stronger growth across all divisions
Tune Protect : 26 February 2015 Continued growth in non-motor portfolio
Tune Protect : 13 January 2015 Going Places
Oil & Gas
Research Title
Bumi Armada : 23 November 2015Outlook uncertain with T&I and OSV in doldrums
Bumi Armada : 28 August 2015In choppy waters
Bumi Armada : 27 May 2015One-off staff retrenchment cost booked in 1Q15
Bumi Armada : 15 April 2015Fresh contract for the year
Bumi Armada : 27 February 2015Plagued by impairments on assets and receivables
Dayang Enterprise : 30 November 2015Perdana Petroleum a bane to Dayang
Dayang Enterprise : 26 August 2015Group earnings dragged by Perdana Petroleum
Dayang Enterprise : 19 August 2015Revised FY15 and FY16 earnings
Dayang Enterprise : 5 June 2015Income stream diversification with FIP
Dayang Enterprise : 26 May 2015Earnings in line with seasonal expectations
Dayang Enterprise : 15 May 2015Strategic acquisition for growth plans
Dayang Enterprise : 7 May 20151QFY15 earnings to reflect healthy activity level
Dayang Enterprise : 26 February 2015Seasonally weaker fourth quarter earnings
Dialog Group : 18 November 2015Contribution from tank farm doubled
Dialog Group : 21 August 2015Pengerang a major contributor to the group
Dialog Group : 13 May 2015Group earnings propped by Malaysian operations
Dialog Group : 10 February 2015Margins sustained despite lower activity levels
Favelle Favco : 25 November 2015Strong dividend play despite dismal earnings
Favelle Favco : 25 August 2015Earnings growth from improved profit margins
Favelle Favco : 4 August 2015Order boost as Favco remains an attractive dividend play
Favelle Favco : 26 May 20151QFY15 earnings surged +87.4%yoy to RM22.5m
Favelle Favco : 21 May 2015Lower new contract orders
Favelle Favco : 27 February 2015Earnings growth supported by improved margins
Gas Malaysia : 27 November 2015Earnings clarity and stabilised earnings
Gas Malaysia : 8 September 2015Earnings clarity from new regime
Gas Malaysia : 14 August 2015Attractive price for entry
Gas Malaysia : 8 May 2015Net margins possibly at a new normal
Gas Malaysia : 13 February 2015Earnings dampened by higher input cost
KNM Group : 27 November 2015Prospects on Pengerang materialising
KNM Group : 11 September 2015Jobs from PIPC picking pace
KNM Group : 1 September 2015Waste management project
KNM Group : 27 August 2015Earnings marred by deferred taxes
KNM Group : 11 June 2015Compelling valuations with strong prospects
KNM Group : 26 February 2015Still strong on all business fronts
MMHE Holding : 23 December 2015Big score from RAPID Pengerang
MMHE Holding : 4 November 2015Offshore Segment a bane to group earnings
MMHE Holding : 29 July 2015Earnings dragged by provisions
MMHE Holding : 16 June 2015Close to RM400m new jobs secured for FY15
MMHE Holding : 28 April 2015Stabilising global crude oil price a boon
MMHE Holding : 6 February 2015Bleak outlook for offshore fabricators
Perdana Petroleum : 26 August 2015Earnings dragged by lower vessel utilisation rate
Perdana Petroleum : 19 August 2015Expecting fewer contracts
Perdana Petroleum : 3 July 2015MGO launched
Perdana Petroleum : 22 May 2015Expecting slower vessel activities in FY15
Perdana Petroleum : 15 May 2015Neutral on proposed mandatory general offer
Perdana Petroleum : 24 February 2015Low crude oil price to affect new project awards
Perdana Petroleum : 27 January 2015An undervalued gem
Petronas Chemical : 4 November 2015Expect largely better product prices
Petronas Chemical : 10 August 2015Product prices stay depressed
Petronas Chemical : 8 May 2015Product prices expected to improve in 2H15
Petronas Chemical : 25 February 2015Downward pressure on ASP to persists in 2015
Petronas Chemical : 23 February 2015Lower earnings despite higher volume sold
Petronas Dagangan : 4 November 2015Impact of declining volume abated by cost controls
Petronas Dagangan : 3 November 2015Stronger margins weak sales volume
Petronas Dagangan : 20 October 2015Profit taking opportunity, fundamentals intact
Petronas Dagangan : 11 August 2015Overall decline in volume sold
Petronas Dagangan : 7 August 2015Effective cost cutting measure
Petronas Dagangan : 13 May 2015Opex to rise to normal level
Petronas Dagangan : 12 May 2015Interim dividend within expectations
Petronas Dagangan : 7 April 2015Associated risks cap potential upside
Petronas Gas : 2 November 2015Cumulative earnings distorted by exceptional items
Petronas Gas : 5 August 2015Potentially lower dividends for FY15
Petronas Gas : 13 May 2015Healthy margin expansion
Petronas Gas : 18 February 2015Earnings boost from Kimanis Power Plant
SapuraKencana : 23 December 2015Strong operating cash flow
SapuraKencana : 8 December 2015Healthy orderbook replenishment
SapuraKencana : 17 September 2015Net operating cash flow intact despite impairments
SapuraKencana : 14 July 2015Much anticipated ONGC job announced
SapuraKencana : 16 June 2015Earnings keeping pace, dividend declared
SapuraKencana : 12 May 2015First of a slew of contracts for 2015
SapuraKencana : 25 March 2015Bargain to wager on
Wah Seong : 7 December 2015Second project for 2015
Wah Seong : 30 November 2015Outlook to remain lacklustre
Wah Seong : 1 September 2015Taking a hit from slowdown in work orders
Wah Seong : 26 May 2015Orderbook remains robust
Wah Seong : 27 February 2015Stellar end to the year, but cautious moving forward
Bumi Armada : 23 November 2015Outlook uncertain with T&I and OSV in doldrums
Bumi Armada : 28 August 2015In choppy waters
Bumi Armada : 27 May 2015One-off staff retrenchment cost booked in 1Q15
Bumi Armada : 15 April 2015Fresh contract for the year
Bumi Armada : 27 February 2015Plagued by impairments on assets and receivables
Dayang Enterprise : 30 November 2015Perdana Petroleum a bane to Dayang
Dayang Enterprise : 26 August 2015Group earnings dragged by Perdana Petroleum
Dayang Enterprise : 19 August 2015Revised FY15 and FY16 earnings
Dayang Enterprise : 5 June 2015Income stream diversification with FIP
Dayang Enterprise : 26 May 2015Earnings in line with seasonal expectations
Dayang Enterprise : 15 May 2015Strategic acquisition for growth plans
Dayang Enterprise : 7 May 20151QFY15 earnings to reflect healthy activity level
Dayang Enterprise : 26 February 2015Seasonally weaker fourth quarter earnings
Dialog Group : 18 November 2015Contribution from tank farm doubled
Dialog Group : 21 August 2015Pengerang a major contributor to the group
Dialog Group : 13 May 2015Group earnings propped by Malaysian operations
Dialog Group : 10 February 2015Margins sustained despite lower activity levels
Favelle Favco : 25 November 2015Strong dividend play despite dismal earnings
Favelle Favco : 25 August 2015Earnings growth from improved profit margins
Favelle Favco : 4 August 2015Order boost as Favco remains an attractive dividend play
Favelle Favco : 26 May 20151QFY15 earnings surged +87.4%yoy to RM22.5m
Favelle Favco : 21 May 2015Lower new contract orders
Favelle Favco : 27 February 2015Earnings growth supported by improved margins
Gas Malaysia : 27 November 2015Earnings clarity and stabilised earnings
Gas Malaysia : 8 September 2015Earnings clarity from new regime
Gas Malaysia : 14 August 2015Attractive price for entry
Gas Malaysia : 8 May 2015Net margins possibly at a new normal
Gas Malaysia : 13 February 2015Earnings dampened by higher input cost
KNM Group : 27 November 2015Prospects on Pengerang materialising
KNM Group : 11 September 2015Jobs from PIPC picking pace
KNM Group : 1 September 2015Waste management project
KNM Group : 27 August 2015Earnings marred by deferred taxes
KNM Group : 11 June 2015Compelling valuations with strong prospects
KNM Group : 26 February 2015Still strong on all business fronts
MMHE Holding : 23 December 2015Big score from RAPID Pengerang
MMHE Holding : 4 November 2015Offshore Segment a bane to group earnings
MMHE Holding : 29 July 2015Earnings dragged by provisions
MMHE Holding : 16 June 2015Close to RM400m new jobs secured for FY15
MMHE Holding : 28 April 2015Stabilising global crude oil price a boon
MMHE Holding : 6 February 2015Bleak outlook for offshore fabricators
Perdana Petroleum : 26 August 2015Earnings dragged by lower vessel utilisation rate
Perdana Petroleum : 19 August 2015Expecting fewer contracts
Perdana Petroleum : 3 July 2015MGO launched
Perdana Petroleum : 22 May 2015Expecting slower vessel activities in FY15
Perdana Petroleum : 15 May 2015Neutral on proposed mandatory general offer
Perdana Petroleum : 24 February 2015Low crude oil price to affect new project awards
Perdana Petroleum : 27 January 2015An undervalued gem
Petronas Chemical : 4 November 2015Expect largely better product prices
Petronas Chemical : 10 August 2015Product prices stay depressed
Petronas Chemical : 8 May 2015Product prices expected to improve in 2H15
Petronas Chemical : 25 February 2015Downward pressure on ASP to persists in 2015
Petronas Chemical : 23 February 2015Lower earnings despite higher volume sold
Petronas Dagangan : 4 November 2015Impact of declining volume abated by cost controls
Petronas Dagangan : 3 November 2015Stronger margins weak sales volume
Petronas Dagangan : 20 October 2015Profit taking opportunity, fundamentals intact
Petronas Dagangan : 11 August 2015Overall decline in volume sold
Petronas Dagangan : 7 August 2015Effective cost cutting measure
Petronas Dagangan : 13 May 2015Opex to rise to normal level
Petronas Dagangan : 12 May 2015Interim dividend within expectations
Petronas Dagangan : 7 April 2015Associated risks cap potential upside
Petronas Gas : 2 November 2015Cumulative earnings distorted by exceptional items
Petronas Gas : 5 August 2015Potentially lower dividends for FY15
Petronas Gas : 13 May 2015Healthy margin expansion
Petronas Gas : 18 February 2015Earnings boost from Kimanis Power Plant
SapuraKencana : 23 December 2015Strong operating cash flow
SapuraKencana : 8 December 2015Healthy orderbook replenishment
SapuraKencana : 17 September 2015Net operating cash flow intact despite impairments
SapuraKencana : 14 July 2015Much anticipated ONGC job announced
SapuraKencana : 16 June 2015Earnings keeping pace, dividend declared
SapuraKencana : 12 May 2015First of a slew of contracts for 2015
SapuraKencana : 25 March 2015Bargain to wager on
Wah Seong : 7 December 2015Second project for 2015
Wah Seong : 30 November 2015Outlook to remain lacklustre
Wah Seong : 1 September 2015Taking a hit from slowdown in work orders
Wah Seong : 26 May 2015Orderbook remains robust
Wah Seong : 27 February 2015Stellar end to the year, but cautious moving forward
Plantation
Research Title
Felda Global Ventures : 1 December 2015Different Mode Of Investment In Eagle High
Felda Global Ventures : 27 November 2015Unexpected loss in the TML division
Felda Global Ventures : 15 September 2015Unusual Market Activity
Felda Global Ventures : 2 September 2015May lower its offer price for eagle high
Felda Global Ventures : 28 August 2015Disposing downstream asset in Canada for RM608m
Felda Global Ventures : 25 August 2015Weak 1HFY15 due to low CPO price and FFB yield
Felda Global Ventures : 28 July 2015Dismissed Wall Street Journal allegations
Felda Global Ventures : 9 June 2015Buying Land
Felda Global Ventures : 25 February 2015Profit tumbled on higher non-cash treatments
Genting Plantations : 26 November 2015Dragged down by higher depreciation charges
Genting Plantations : 19 October 2015First Venture Into KL Property Development
Genting Plantations : 26 August 2015Sabah FFB yield affected by dry season
Genting Plantations : 26 February 2015Stellar performance from both plantation and property arms
IJM Plantations : 25 November 2015Lower than expected Opex
IJM Plantations : 9 November 2015FFB production affected by lag effect of drought
IJM Plantations : 26 August 2015Affected by low CPO prices
IJM Plantations : 2 March 2015Indonesian operations turning around
IOI Corporations : 30 November 2015Regain its Shariah Status
IOI Corporations : 17 November 2015Better margin from downstream division
IOI Corporations : 11 September 2015Expanding Its Oleochemical Division
IOI Corporations : 25 August 2015Compressed margin at downstream division
IOI Corporations : 15 May 2015Manufacturing segment weakens
IOI Corporations : 16 February 2015Earnings impacted by weaker Ringgit
KL Kepong : 19 November 2015Lower than expected FFB growth of 1.9%
KL Kepong : 20 August 2015Affected by low CPO price
KL Kepong : 17 February 2015Downstream segment’s margin remains depressed
PPB Group : 27 November 2015Steady 9MFY15 earnings growth of 12%yoy
PPB Group : 12 November 2015Wilmar 9MFY15 earnings met expectation
PPB Group : 27 August 2015Strong 1HFY15 earnings growth of 34%yoy
PPB Group : 6 August 2015Good Set Of Result From Wilmar
PPB Group : 22 April 2015A giant in the consumer staple space
Sime Darby : 7 December 2015Seeking Buyer For Melaka Hotel?
Sime Darby : 27 November 2015Significant earnings miss from industrial division
Sime Darby : 11 November 20151QFY16 earnings to be supported by 12% FFB growth
Sime Darby : 27 August 2015Full year earnings exceeds RM2b, value emerging as price declines
Sime Darby : 26 August 2015Q4FY2015 Analyst Briefing Presentation
Sime Darby : 8 July 2015May sell its 30% stake in Tesco Malaysia
Sime Darby : 25 May 2015NBPOL may generate positive bias to earnings prospects
Sime Darby : 27 February 2015Earnings hampered by key business units
Ta Ann : 17 November 2015Timber division boosted by stronger US Dollar
Ta Ann : 1 September 2015Timber division benefited from higher US Dollar
Ta Ann : 23 June 2015Expanding Plantation Landbank In Sarawak
Ta Ann : 26 February 2015Taking advantage of weaker Ringgit
TSH Resources : 19 November 2015Expect better 4Q15 on higher CPO price and FFB volume
TSH Resources : 26 August 2015FFB yield affected by dry season in Kalimantan in 3QFY14
TSH Resources : 21 May 2015 Lower production on adverse weather
TSH Resources : 17 March 2015Continued focus on Indonesian estates
TSH Resources : 25 February 2015CPO and FFB output continued rising
Felda Global Ventures : 1 December 2015Different Mode Of Investment In Eagle High
Felda Global Ventures : 27 November 2015Unexpected loss in the TML division
Felda Global Ventures : 15 September 2015Unusual Market Activity
Felda Global Ventures : 2 September 2015May lower its offer price for eagle high
Felda Global Ventures : 28 August 2015Disposing downstream asset in Canada for RM608m
Felda Global Ventures : 25 August 2015Weak 1HFY15 due to low CPO price and FFB yield
Felda Global Ventures : 28 July 2015Dismissed Wall Street Journal allegations
Felda Global Ventures : 9 June 2015Buying Land
Felda Global Ventures : 25 February 2015Profit tumbled on higher non-cash treatments
Genting Plantations : 26 November 2015Dragged down by higher depreciation charges
Genting Plantations : 19 October 2015First Venture Into KL Property Development
Genting Plantations : 26 August 2015Sabah FFB yield affected by dry season
Genting Plantations : 26 February 2015Stellar performance from both plantation and property arms
IJM Plantations : 25 November 2015Lower than expected Opex
IJM Plantations : 9 November 2015FFB production affected by lag effect of drought
IJM Plantations : 26 August 2015Affected by low CPO prices
IJM Plantations : 2 March 2015Indonesian operations turning around
IOI Corporations : 30 November 2015Regain its Shariah Status
IOI Corporations : 17 November 2015Better margin from downstream division
IOI Corporations : 11 September 2015Expanding Its Oleochemical Division
IOI Corporations : 25 August 2015Compressed margin at downstream division
IOI Corporations : 15 May 2015Manufacturing segment weakens
IOI Corporations : 16 February 2015Earnings impacted by weaker Ringgit
KL Kepong : 19 November 2015Lower than expected FFB growth of 1.9%
KL Kepong : 20 August 2015Affected by low CPO price
KL Kepong : 17 February 2015Downstream segment’s margin remains depressed
PPB Group : 27 November 2015Steady 9MFY15 earnings growth of 12%yoy
PPB Group : 12 November 2015Wilmar 9MFY15 earnings met expectation
PPB Group : 27 August 2015Strong 1HFY15 earnings growth of 34%yoy
PPB Group : 6 August 2015Good Set Of Result From Wilmar
PPB Group : 22 April 2015A giant in the consumer staple space
Sime Darby : 7 December 2015Seeking Buyer For Melaka Hotel?
Sime Darby : 27 November 2015Significant earnings miss from industrial division
Sime Darby : 11 November 20151QFY16 earnings to be supported by 12% FFB growth
Sime Darby : 27 August 2015Full year earnings exceeds RM2b, value emerging as price declines
Sime Darby : 26 August 2015Q4FY2015 Analyst Briefing Presentation
Sime Darby : 8 July 2015May sell its 30% stake in Tesco Malaysia
Sime Darby : 25 May 2015NBPOL may generate positive bias to earnings prospects
Sime Darby : 27 February 2015Earnings hampered by key business units
Ta Ann : 17 November 2015Timber division boosted by stronger US Dollar
Ta Ann : 1 September 2015Timber division benefited from higher US Dollar
Ta Ann : 23 June 2015Expanding Plantation Landbank In Sarawak
Ta Ann : 26 February 2015Taking advantage of weaker Ringgit
TSH Resources : 19 November 2015Expect better 4Q15 on higher CPO price and FFB volume
TSH Resources : 26 August 2015FFB yield affected by dry season in Kalimantan in 3QFY14
TSH Resources : 21 May 2015 Lower production on adverse weather
TSH Resources : 17 March 2015Continued focus on Indonesian estates
TSH Resources : 25 February 2015CPO and FFB output continued rising
Property
Company Name Date Research Title
Glomac : 3 December 2015Good earnings growth of 24% in 1HFY16
Glomac : 13 October 2015Unlocking the value of Cheras landbank
Glomac : 18 September 2015Earnings momentum to pick up in subsequent quarters
Glomac : 25 June 2015The worst is most likely over
Glomac : 19 March 2015Disappointing new sales but expect better pace in 4QFY15
Mah Sing : 29 December 2015Property sales growth improving UOB
Mah Sing : 29 December 2015Receiving refund for Seremban land
Mah Sing : 30 November 2015On track to achieve sales target of RM2.3b
Mah Sing : 14 September 2015Strong balance sheet to weather challenges in the sector
Mah Sing : 27 August 2015FY15 sales target trimmed down to RM2.3b
Mah Sing : 17 August 2015Rescission of land purchase in Seremban
Mah Sing : 29 May 2015Decent Set Of Results
Mah Sing : 17 February 2015Strong revenue growth but margin declined
SP Setia : 11 December 2015Earnings met expectations
SP Setia : 11 September 2015Fulton Lane project the star performer
SP Setia : 19 August 2015Visit to Setia Ecohill
SP Setia : 23 July 2015Beneficiary of strong pound sterling
SP Setia : 16 June 2015Better than expected margin from Fulton Lane project
SP Setia : 12 March 2015Expect lower new sales in FY15
Sunway : 27 November 2015Property division remains a drag
Sunway : 22 October 2015Management Sales Target lowered by 41% to RM1.0b
Sunway : 3 September 2015Special dividend of 26 Sen
Sunway : 28 August 2015Weak sales in 1HFY15
Sunway : 27 August 2015Q2 2015 Analyst Briefing Presentation
Sunway : 12 June 2015JV With Daiwa to develop Medini land
Sunway : 27 May 2015Steady Earnings Delivery
Sunway : 12 May 2015Land banking in Kelana Jaya
Sunway : 6 May 2015Shares Going Ex For Dividend-In-Specie
Sunway : 10 April 2015Paving The Way For Another IPO?
Sunway : 6 April 2015Illustrative Sunway Construction IPO Retail Price At RM1.10
Sunway : 26 February 2015Decent set of result
UOA Development : 24 November 2015New sales missed expectation
UOA Development : 21 August 2015Valuation has turned compelling
UOA Development : 28 May 2015New launches to support FY15 sales
UOA Development : 26 February 2015Weak earnings but supported by good dividend
Glomac : 3 December 2015Good earnings growth of 24% in 1HFY16
Glomac : 13 October 2015Unlocking the value of Cheras landbank
Glomac : 18 September 2015Earnings momentum to pick up in subsequent quarters
Glomac : 25 June 2015The worst is most likely over
Glomac : 19 March 2015Disappointing new sales but expect better pace in 4QFY15
Mah Sing : 29 December 2015Property sales growth improving UOB
Mah Sing : 29 December 2015Receiving refund for Seremban land
Mah Sing : 30 November 2015On track to achieve sales target of RM2.3b
Mah Sing : 14 September 2015Strong balance sheet to weather challenges in the sector
Mah Sing : 27 August 2015FY15 sales target trimmed down to RM2.3b
Mah Sing : 17 August 2015Rescission of land purchase in Seremban
Mah Sing : 29 May 2015Decent Set Of Results
Mah Sing : 17 February 2015Strong revenue growth but margin declined
SP Setia : 11 December 2015Earnings met expectations
SP Setia : 11 September 2015Fulton Lane project the star performer
SP Setia : 19 August 2015Visit to Setia Ecohill
SP Setia : 23 July 2015Beneficiary of strong pound sterling
SP Setia : 16 June 2015Better than expected margin from Fulton Lane project
SP Setia : 12 March 2015Expect lower new sales in FY15
Sunway : 27 November 2015Property division remains a drag
Sunway : 22 October 2015Management Sales Target lowered by 41% to RM1.0b
Sunway : 3 September 2015Special dividend of 26 Sen
Sunway : 28 August 2015Weak sales in 1HFY15
Sunway : 27 August 2015Q2 2015 Analyst Briefing Presentation
Sunway : 12 June 2015JV With Daiwa to develop Medini land
Sunway : 27 May 2015Steady Earnings Delivery
Sunway : 12 May 2015Land banking in Kelana Jaya
Sunway : 6 May 2015Shares Going Ex For Dividend-In-Specie
Sunway : 10 April 2015Paving The Way For Another IPO?
Sunway : 6 April 2015Illustrative Sunway Construction IPO Retail Price At RM1.10
Sunway : 26 February 2015Decent set of result
UOA Development : 24 November 2015New sales missed expectation
UOA Development : 21 August 2015Valuation has turned compelling
UOA Development : 28 May 2015New launches to support FY15 sales
UOA Development : 26 February 2015Weak earnings but supported by good dividend
REITS
Research Title
Amanah Harta Tanah : 12 June 2015 Mydin mall acquisition to boost Core Net Income
AXIS : 12 November 2015 Acquiring industrial assets in Johor
AXIS : 20 October 2015 9M15 Result Within Our Expectation
AXIS : 4 August 2015 1HFY15 Results Within Expectation
AXIS : 3 August 2015 Q2 2015 Results Presentation
AXIS : 17 June 2015 Occupancy Rate to improve in 2HFY15
AXIS : 21 April 2015 1Q15 Result Within Expectation
AXIS : 4 March 2015 Proposed Unit Split, 20% Placement and Reinvestment Plan
AXIS : 20 January 2015 Lower than expected occupancy rates
Capital Malls Capitaland : 19 October 2015 9M15 Result Within Expectations
Capital Malls Capitaland : 20 July 2015 1H15 Result in Line with Estimates
Capital Malls Capitaland : 26 June 2015 Placement for Tropicana City Mall and Office Tower
Capital Malls Capitaland : 03 June 2015 New tenancy agreement with StorHub
Capital Malls Capitaland : 16 April 2015 Decent 1Q15 Result
Capital Malls Capitaland : 10 March 2015 Proposed RM395.5m Placement To Fund Tropicana Purchase
Capital Malls Capitaland : 27 January 2015 Acquiring Tropicana City Mall and Office Tower
Capital Malls Capitaland : 21 January 2015 Performing well so far
IGB REIT : 28 October 2015 9M15 Result Above Our Expectations
IGB REIT : 29 July 2015 2H15 Result in Line with Estimates
IGB REIT : 26 March 2015 Cost Efficiency To Support Higher Dividend
IGB REIT : 28 January 2015 Decent set of results
KLCCP Stapled : 12 November 2015 Hotel segment making a comeback
KLCCP Stapled : 10 August 2015 Earnings improved with lower operating costs
KLCCP Stapled : 04 June 2015 Backed by steady earnings from office segment
KLCCP Stapled : 06 May 2015 Earnings Dragged Down By Hotel Division
KLCCP Stapled : 17 April 2015 Resilient rental income and strong balance sheet
Pavilion REIT : 30 December 2015 Acquiring Intermark Mall for RM160m
Pavilion REIT : 30 October 2015 9MFY15 Result In Line
Pavilion REIT : 18 September 2015 Acquiring da:mén USJ
Pavilion REIT : 31 July 2015 Decent income growth
Pavilion REIT : 28 January 2015 Stable occupancy but flat growth in rental rate
Sunway REIT : 30 October 2015 1QFY16 result within expectations
Sunway REIT : 12 August 2015 FY15 Core Net Income In Line
Sunway REIT : 29 January 2015 1HFY15 earnings within expectation
Amanah Harta Tanah : 12 June 2015 Mydin mall acquisition to boost Core Net Income
AXIS : 12 November 2015 Acquiring industrial assets in Johor
AXIS : 20 October 2015 9M15 Result Within Our Expectation
AXIS : 4 August 2015 1HFY15 Results Within Expectation
AXIS : 3 August 2015 Q2 2015 Results Presentation
AXIS : 17 June 2015 Occupancy Rate to improve in 2HFY15
AXIS : 21 April 2015 1Q15 Result Within Expectation
AXIS : 4 March 2015 Proposed Unit Split, 20% Placement and Reinvestment Plan
AXIS : 20 January 2015 Lower than expected occupancy rates
Capital Malls Capitaland : 19 October 2015 9M15 Result Within Expectations
Capital Malls Capitaland : 20 July 2015 1H15 Result in Line with Estimates
Capital Malls Capitaland : 26 June 2015 Placement for Tropicana City Mall and Office Tower
Capital Malls Capitaland : 03 June 2015 New tenancy agreement with StorHub
Capital Malls Capitaland : 16 April 2015 Decent 1Q15 Result
Capital Malls Capitaland : 10 March 2015 Proposed RM395.5m Placement To Fund Tropicana Purchase
Capital Malls Capitaland : 27 January 2015 Acquiring Tropicana City Mall and Office Tower
Capital Malls Capitaland : 21 January 2015 Performing well so far
IGB REIT : 28 October 2015 9M15 Result Above Our Expectations
IGB REIT : 29 July 2015 2H15 Result in Line with Estimates
IGB REIT : 26 March 2015 Cost Efficiency To Support Higher Dividend
IGB REIT : 28 January 2015 Decent set of results
KLCCP Stapled : 12 November 2015 Hotel segment making a comeback
KLCCP Stapled : 10 August 2015 Earnings improved with lower operating costs
KLCCP Stapled : 04 June 2015 Backed by steady earnings from office segment
KLCCP Stapled : 06 May 2015 Earnings Dragged Down By Hotel Division
KLCCP Stapled : 17 April 2015 Resilient rental income and strong balance sheet
Pavilion REIT : 30 December 2015 Acquiring Intermark Mall for RM160m
Pavilion REIT : 30 October 2015 9MFY15 Result In Line
Pavilion REIT : 18 September 2015 Acquiring da:mén USJ
Pavilion REIT : 31 July 2015 Decent income growth
Pavilion REIT : 28 January 2015 Stable occupancy but flat growth in rental rate
Sunway REIT : 30 October 2015 1QFY16 result within expectations
Sunway REIT : 12 August 2015 FY15 Core Net Income In Line
Sunway REIT : 29 January 2015 1HFY15 earnings within expectation
Rubber Glove
Research Title
Hartalega : 06 November 2015 Revenue surged with capacity increase
Hartalega : 05 August 2015 Change in rubber gloves trend calls for re-rating
Hartalega : 10 July 2015 No immediate contribution from new NGC
Hartalega : 19 May 2015 Growth in FY16 reliant on NGC
Hartalega : 06 May 2015 Lost profit on start-up and decommissioning
Hartalega : 06 May 2015 Lost profit on start-up and decommissioning
Hartalega : 11 February 2016 Profitability margin continues to face downward pressure
Kossan : 20 November 2015 Earnings boost from nitrile gloves
Kossan : 21 August 2015 More focus on nitrile in product mix
Kossan : 19 June 2015 Focusing on automation, expansion and optimization
Kossan : 22 May 2015 Enjoying a surge in volume
Kossan : 26 February 2015 Growth beckons amidst challenging environment
Supermax : 27 november 2015 Efficiency and currency
Supermax : 06 November 2015 OBM expenses pressuring on profit margin
Top Glove : 16 Décember 2015 Earnings at an all-time high
Top Glove : 21 October 2015 Lofty valuation at almost three-year high
Top Glove : 16 October 2015 Record high earnings
Top Glove : 18 June 2015 Best quarterly earnings since listing in 2001
Top Glove : 19 March 2015 Higher earnings supported by improved margins
Top Glove : 09 January 2015 Targeting 30% global market share in 2020
Hartalega : 06 November 2015 Revenue surged with capacity increase
Hartalega : 05 August 2015 Change in rubber gloves trend calls for re-rating
Hartalega : 10 July 2015 No immediate contribution from new NGC
Hartalega : 19 May 2015 Growth in FY16 reliant on NGC
Hartalega : 06 May 2015 Lost profit on start-up and decommissioning
Hartalega : 06 May 2015 Lost profit on start-up and decommissioning
Hartalega : 11 February 2016 Profitability margin continues to face downward pressure
Kossan : 20 November 2015 Earnings boost from nitrile gloves
Kossan : 21 August 2015 More focus on nitrile in product mix
Kossan : 19 June 2015 Focusing on automation, expansion and optimization
Kossan : 22 May 2015 Enjoying a surge in volume
Kossan : 26 February 2015 Growth beckons amidst challenging environment
Supermax : 27 november 2015 Efficiency and currency
Supermax : 06 November 2015 OBM expenses pressuring on profit margin
Top Glove : 16 Décember 2015 Earnings at an all-time high
Top Glove : 21 October 2015 Lofty valuation at almost three-year high
Top Glove : 16 October 2015 Record high earnings
Top Glove : 18 June 2015 Best quarterly earnings since listing in 2001
Top Glove : 19 March 2015 Higher earnings supported by improved margins
Top Glove : 09 January 2015 Targeting 30% global market share in 2020
Shipping
Research Title
Maybulk : 26 November 2015 Losses narrowed in 3Q15
Maybulk : 26 August 2015 Poor charter rates due to commodity slump
Maybulk : 24 February 2015 Poor performance due to depressed charter rates
MISC : 05 November 2015 Riding on strong petroleum tanker rates
MISC : 24 August 2015 Disposing its tank terminal business
MISC : 05 August 2015 Buoyant petroleum segment to boost earnings
MISC : 05 May 2015 Petroleum and offshore offset weak LNG segment
MISC : 24 February 2015 LNG Unit Receives A Boost
MISC : 09 February 2015 Boosted by Chendor and Petroleum freight rates
MISC : 09 February 2015 Boosted by Chendor and Petroleum freight rates
Westports : 17 December 2015 Uncertainty surrounding the O3 Alliance
Westports : 16 November 2015 Container throughput growth buoyed by O3 Alliance
Westports : 13 November 2015 Potential beneficiary from NOL takeover
Westports : 07 September 2015 Reduction in Asia-Europe service by O3 Alliance
Westports : 07 August 2015 Tariff hike approved after 14 year hiatus
Westports : 05 May 2015 Contribution from Ocean 3 Alliance in Full Swing
Westports :12 February 2015 Looking forward to FY15 after commendable FY14
Maybulk : 26 November 2015 Losses narrowed in 3Q15
Maybulk : 26 August 2015 Poor charter rates due to commodity slump
Maybulk : 24 February 2015 Poor performance due to depressed charter rates
MISC : 05 November 2015 Riding on strong petroleum tanker rates
MISC : 24 August 2015 Disposing its tank terminal business
MISC : 05 August 2015 Buoyant petroleum segment to boost earnings
MISC : 05 May 2015 Petroleum and offshore offset weak LNG segment
MISC : 24 February 2015 LNG Unit Receives A Boost
MISC : 09 February 2015 Boosted by Chendor and Petroleum freight rates
MISC : 09 February 2015 Boosted by Chendor and Petroleum freight rates
Westports : 17 December 2015 Uncertainty surrounding the O3 Alliance
Westports : 16 November 2015 Container throughput growth buoyed by O3 Alliance
Westports : 13 November 2015 Potential beneficiary from NOL takeover
Westports : 07 September 2015 Reduction in Asia-Europe service by O3 Alliance
Westports : 07 August 2015 Tariff hike approved after 14 year hiatus
Westports : 05 May 2015 Contribution from Ocean 3 Alliance in Full Swing
Westports :12 February 2015 Looking forward to FY15 after commendable FY14
Steel
Research Title
Ann Joo : 27 November 2015 Negative margin gets wider
Ann Joo : 28 August 2015 China’s exports surged & selling prices remain depressed
Ann Joo : 28 May 2015 Selling prices still depressed
Ann Joo : 27 February 2015 Continued rampant dumping of cheap China steel products
Lion : 01 June 2015 Wider losses for Steel Division
Lion : 02 March 2015 Operating environment remains challenging
Ann Joo : 27 November 2015 Negative margin gets wider
Ann Joo : 28 August 2015 China’s exports surged & selling prices remain depressed
Ann Joo : 28 May 2015 Selling prices still depressed
Ann Joo : 27 February 2015 Continued rampant dumping of cheap China steel products
Lion : 01 June 2015 Wider losses for Steel Division
Lion : 02 March 2015 Operating environment remains challenging
Technology
Research Title
Globetronics : 28 October 2015 Healthy net cash position to fuel growth
Globetronics : 29 July 2015 Sustainable dividend-play
Globetronics : 29 April 2015 Singapore segment outperformed
Globetronics : 25 February 2015 Three consecutive years of double-digit sales growth
Unisem : 30 October 2015 Boost from strong Dollar
Unisem : 31 July 2015 Anticipating better dividend yield
Unisem : 30 April 2015 Capex acceleration to fuel growth
Unisem : 13 February 2015 Turnaround story remains intact
Globetronics : 28 October 2015 Healthy net cash position to fuel growth
Globetronics : 29 July 2015 Sustainable dividend-play
Globetronics : 29 April 2015 Singapore segment outperformed
Globetronics : 25 February 2015 Three consecutive years of double-digit sales growth
Unisem : 30 October 2015 Boost from strong Dollar
Unisem : 31 July 2015 Anticipating better dividend yield
Unisem : 30 April 2015 Capex acceleration to fuel growth
Unisem : 13 February 2015 Turnaround story remains intact
Telecommunications
Research Title
Axiata : 30 November 2015 Higher operating cost incurred
Axiata : 21 August 2015 Competitive landscape a challenge to bottomline
Axiata : 20 May 2015 Earnings impacted by integration of Axis
Axiata : 26 February 2016 Main operating segments continued to drag earnings
Axiata : 12 January 2015 Robi – amongst Bangladesh’s mobile champions
Digi : 27 October 2015 LTE the catalyst for growth
Digi : 26 October 2015 High-Definition voice calls in 2016
Digi : 14 July 2015 Continued traction from the postpaid market
Digi : 28 April 2015 Postpaid segment the star performer
Digi : 10 February 2015 Positive momentum priced-in
Maxis : 29 October 2015 Margin compression impacted earnings
Maxis : 16 July 2015 ARPU dragged by heavy promotional activities
Maxis : 28 April 2015 Profitability impacted by lower EBITDA margin
Maxis : 09 February 2015 Losing its dividend appeal
Telekom Malaysia : 27 November 2015 P1 yet to turn profitable
Telekom Malaysia : 26 August 2015 Results dragged by P1
Telekom Malaysia : 01 June 2015 Profit margin under pressure in 1Q15
Telekom Malaysia : 27 February 2015 FY14 earnings surpassed expectation
Axiata : 30 November 2015 Higher operating cost incurred
Axiata : 21 August 2015 Competitive landscape a challenge to bottomline
Axiata : 20 May 2015 Earnings impacted by integration of Axis
Axiata : 26 February 2016 Main operating segments continued to drag earnings
Axiata : 12 January 2015 Robi – amongst Bangladesh’s mobile champions
Digi : 27 October 2015 LTE the catalyst for growth
Digi : 26 October 2015 High-Definition voice calls in 2016
Digi : 14 July 2015 Continued traction from the postpaid market
Digi : 28 April 2015 Postpaid segment the star performer
Digi : 10 February 2015 Positive momentum priced-in
Maxis : 29 October 2015 Margin compression impacted earnings
Maxis : 16 July 2015 ARPU dragged by heavy promotional activities
Maxis : 28 April 2015 Profitability impacted by lower EBITDA margin
Maxis : 09 February 2015 Losing its dividend appeal
Telekom Malaysia : 27 November 2015 P1 yet to turn profitable
Telekom Malaysia : 26 August 2015 Results dragged by P1
Telekom Malaysia : 01 June 2015 Profit margin under pressure in 1Q15
Telekom Malaysia : 27 February 2015 FY14 earnings surpassed expectation
Tobacco
Research Title
BAT : 04 November 2015 Price hike to impact volume
BAT : 28 October 2015 Improved earnings from lower expenditures
BAT : 29 July 2015 Lower overall volume
BAT : 29 June 2015 Price hike to pass-on the GST
BAT : 29 April 2015 Revenue surge attributable to higher sales volume
BAT : 17 February 2015 Revenue growth on lower illicit cigarette level
BAT : 04 November 2015 Price hike to impact volume
BAT : 28 October 2015 Improved earnings from lower expenditures
BAT : 29 July 2015 Lower overall volume
BAT : 29 June 2015 Price hike to pass-on the GST
BAT : 29 April 2015 Revenue surge attributable to higher sales volume
BAT : 17 February 2015 Revenue growth on lower illicit cigarette level
Toll
Research Title
Litrak : 27 November 2015 Uncertainty in timing of future hikes
Litrak : 28 August 2015 Improved earnings from SPRINT highway
Litrak : 13 October 2015 SPRINT’ing with higher toll rates
Litrak : 02 March 2015 Dividend Surprise in 3Q15
Litrak : 27 November 2015 Uncertainty in timing of future hikes
Litrak : 28 August 2015 Improved earnings from SPRINT highway
Litrak : 13 October 2015 SPRINT’ing with higher toll rates
Litrak : 02 March 2015 Dividend Surprise in 3Q15
Utilities
Research Title
Tenaga : 09 December 2015 IBR reinforced de-risking of returns
Tenaga : 08 December 2015 Appeals against tax claims, tariff review in the works
Tenaga : 07 December 2015 Financing obstacle removed with ~RM9b sukuk issue
Tenaga : 31 July 2015 IPCT formally booked in
Tenaga : 06 July 2015 Accepting Project 3B
Tenaga : 26 June 2015 Tariff to stay until year end
Tenaga : 19 June 2015 Taking over Project 3B
Tenaga : 28 April 2015 Continue to sparkle
Tenaga : 24 April 2015 Generation risks are capped, primed for a good result
Tenaga : 01 April 2015 A welcome end to the battle for Integrax
Tenaga : 16 February 2015 Buy on weakness
Tenaga :12 February 2015 Retracement in share price a knee-jerk reaction
Tenaga : 11 February 2015 A possibility of lower electricity tariff
Tenaga : 04 February 2015 No changes in Integrax’s offer price
Tenaga : 23 January 2015 Magnificent start to a promising year
Tenaga : 22 January 2015 Expect a good result to kick off FY15
YTL Power : 23 December 2015 Betting big in Indonesia
YTL Power :27 November 2015 Won extension bid, but pressure remains all round
YTL Power : 21 August 2015 Mobile and multi utilities divisions continue to struggle
YTL Power : 22 May 2015 Multi utilities operation continues to struggle
Tenaga : 09 December 2015 IBR reinforced de-risking of returns
Tenaga : 08 December 2015 Appeals against tax claims, tariff review in the works
Tenaga : 07 December 2015 Financing obstacle removed with ~RM9b sukuk issue
Tenaga : 31 July 2015 IPCT formally booked in
Tenaga : 06 July 2015 Accepting Project 3B
Tenaga : 26 June 2015 Tariff to stay until year end
Tenaga : 19 June 2015 Taking over Project 3B
Tenaga : 28 April 2015 Continue to sparkle
Tenaga : 24 April 2015 Generation risks are capped, primed for a good result
Tenaga : 01 April 2015 A welcome end to the battle for Integrax
Tenaga : 16 February 2015 Buy on weakness
Tenaga :12 February 2015 Retracement in share price a knee-jerk reaction
Tenaga : 11 February 2015 A possibility of lower electricity tariff
Tenaga : 04 February 2015 No changes in Integrax’s offer price
Tenaga : 23 January 2015 Magnificent start to a promising year
Tenaga : 22 January 2015 Expect a good result to kick off FY15
YTL Power : 23 December 2015 Betting big in Indonesia
YTL Power :27 November 2015 Won extension bid, but pressure remains all round
YTL Power : 21 August 2015 Mobile and multi utilities divisions continue to struggle
YTL Power : 22 May 2015 Multi utilities operation continues to struggle
