According to CLSA, Malaysia exports saw logs and sawn timber to Japan, and the rebuilding ahead could see rising demand for Ta Ann and WTK.
Steel players like Ann Joo, Kinsteel and Lion Corp would see firmer prices ahead, but margins could hurt from higher coal price.
Supply disruption for petrochemcials could lift product prices for Petchem.
Rising yen could raise operating costs for auto assemblers like Proton,
UMW and Tan Chong. Tenaga will see translation losses.
Higher demand for coal could push prices up over the near term, hurting Tenaga and Lafarge.
Disruption in logistics and factories could have near-term impact on MPI, Unisem and MISC.