CapitaMalls Malaysia Trust (HD, TP:RM1.46) - Sg. Wang affected by MRT construction
Classic Scenic Bhd - Picture perfect
Daibochi Plastic Packaging (AD, TP:RM4.75) - Signs of recovery
Public Bank Bhd (RD, TP:RM17.60) - Banking on active asset-liability management
Daibochi Plastic Packaging (AD, TP:RM4.75) - FB gets a bad wrap
Bursa Malaysia (AD, TP:RM8.82) - Decent 3Q14 earnings
DiGi.com (AD, TP:RM6.30) - Executing well in a tough market
Muhibbah Engineering (AD, TP:RM3.89) - Getting Rapid-ly warmer?
Oil Gas - Overall (OW) - Contractually committed
British American Tobacco (RD, TP:RM58.10) - Price hike boosted EPS
Malaysia Stock Market Blogs
Sunday, November 2, 2014
Stocks By CIMB
Tuesday, March 15, 2011
Impact from Japan Earthquake
Japan earthquake - impact on Malaysia
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.
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.
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