Embed Size (px)
Citation preview
75Analysts, sector specialists, economists and strategists
450Stocks covered
8Countries
MalaysiaSingapore IndonesiaThailandVietnamPhilippinesGreater ChinaIndia
RegionalEconomics
FXFixed Income
StrategySMID
AutomobilesBanks
Casinos & GamingConsumer Discretionary
Consumer StaplesHealth Care
IndustrialsPlantationsReal EstateTechnology
TelecommunicationsTransportation
Utilities
ASIAMONEY BROKERS POLL 2018Your vote makes a difference to us
KEY REPORTS• 2018 Outlook & Lookouts “Keep growing & carry on
…”
• Politics & Strategy “GE14: Malaysia goes to the poll”
• Special Feature “Minimum wage”
• Politics & Strategy “GE14: Malaysia votes for change”
• Macro & Strategy “GST to be zero-rated”
KEY REPORTS• 2018 Outlook & Lookouts “Keep growing & carry on
…”
• Politics & Strategy “GE14: Malaysia goes to the poll”
• Special Feature “Minimum wage”
• Politics & Strategy “GE14: Malaysia votes for change”
• Macro & Strategy “GST to be zero-rated”
KEY REPORTS• Malaysia Gaming (NFO) - Positive turnaround taking
hold?• Yong Tai - Reliving Melaka's glory days• Genting Singapore - Stay in the game• Genting Malaysia - The chips may fall your way
KEY REPORTS• MFRS 9 - Manageable impact on capital
SUHAIMI ILIAS
ECONOMICS
WONG CHEW HANN
MALAYSIA STRATEGY
DESMOND CH’NG
BANKING
INSURANCE
DIVERSIFIED FINANCIALS
SAMUEL YIN SHAO YANG
CASINOS & GAMING
CONSUMER DISCRETIONARY`
+603 2297 8682
+603 2297 8686
+603 2297 8680
+603 2297 8916
KEY REPORTS• Tenaga - More RP2 details released• Malaysia Telcos - Stability finally?
KEY REPORTS• Malaysia Aviation - Turn of the cycle• Petronas Chemicals - Don't overlook this champion
KEY REPORTS• Sime Darby Plantation - One of a kind (Initiating
Coverage)• Regional Plantation - Muted 2018 price outlook• Regional Plantation - Long term trend analysis• Malaysia Plantation - Brace yourself for MFRS Impact
LIAW THONG JUNG
ENERGY: OIL & GAS SERVICES
KEY REPORTS• Oil & Gas - Upgrade to POSITIVE• PETRONAS’ Report Card • Yinson - Double happiness• MMHE - Take profit; D/G to SELL
ONG CHEE TING
MATERIALS: PLANTATIONS
INDUSTRIALS
MOHSHIN AZIZ
TRANSPORTATION: AVIATION
MATERIALS: CHEMICALS
TAN CHI WEI
TELECOMMUNICATIONS
UTILITIES
+603 2297 8688
+603 2297 8678
+603 2297 8692
+603 2297 8690
KEY REPORTS• STAR - Brace for impact• STAR - 1Q18 Value BUY
KEY REPORTS• Inari Amertron - A MY sector powerhouse• V.S. Industry - Dusting off the competition• UMW Holdings - Inflection year
KEY REPORTS• Sime Darby Property - The goliath is stirring• Property sector - Remains challenging • Property sector - Awaiting catalysts
LIEW WEI HAN
CONSUMER STAPLES
KEY REPORTS• Consumer - Lets talk about consumption• Consumer - What is brewing?
WONG WEI SUM
REAL ESTATE
IVAN YAP
AUTOMOTIVE
SEMICONDUCTORS
TECHNOLOGY
JADE TAM
CONSUMER: MEDIA
MATERIALS
+603 2297 8676
+603 2297 8679
+603 2297 8612
+603 2297 8687
KEY REPORTS• Malaysia REITs - GE14 Impact• Malaysia REITs - Mildly positive on revised
Guidelines• CapitaLand Malaysia Mall Trust - Fundamentals
remain decent• YTL Hospitality REIT - Check-in to an Asia-Pac
portfolio
KEY REPORTS• Best World - The Best is Still Ahead; Init BUY• Singapore Medical Group - Asset-light Contender• Health Management Int'l - Under-the-radar Hospital
Group
KEY REPORTS• MY Construction: Keeping it 'rail‘• MY Construction: Let the dust settle
LEE YEN LING
HEALTHCARE
TRANSPORTATION
MATERIALS
KEY REPORTS• Kossan - Long-awaited growth to arrive• Malaysia Gloves Sector - Pick the laggard
ADRIAN WONG
INDUSTRIALS: CONSTRUCTION
HEALTHCARE
JOHN CHEONG
HEALTHCARE
SMALL CAP EQUITIES
KEVIN WONG
REAL ESTATE
CONSUMER DISCRETIONARY
+603 2297 8691
+603 2297 8675
+65 6231 5845
+603 2082 6824
KEY REPORTS• 2018 Outlook & Lookouts “Keep growing & carry on
…”
• Politics & Strategy “GE14: Malaysia goes to the poll”
• Special Feature “Mininum wage”
• Politics & Strategy “GE14: Malaysia votes for change”
• Macro & Strategy “GST to be zero-rated”
KEY REPORTS• CSC Steel Holdings - Steeling through the storm
ZAMROS DZULKAFLI
ECONOMICS
HAFIZ HASSAN
SMALL & MID CAPS
+603 2082 6818
+603 2082 6818
TEE SZE CHIAH
SMID
KEY REPORTS• DGB - Trading opportunity arising from bonus
warrant issue?• Vertice - Jobs just keep coming; earnings visibility
is improving• Sasbadi - Is consensus too bullish?
+603 2297 6858
