Moody's Ratings assigns provisional ratings to Metro Finance's first c...

Moody's Ratings (Moody's) has assigned provisional ratings to notes issued by Perpetual Corporate Trust Limited in its capacity as trustee of Metro Finance 2025-1 Trust. IMPORTANT NOTICE: MOODY'S RATINGS AND PUBLICATIONS ARE NOT INTENDED FOR USE BY RETAIL INVESTORS. SUCH USE WOULD BE RECKLESS AND ...

PVT - Contribution of new vessels as growth driver in 2025

Using a combination of the P/E and P/B comparative methods, we determine the fair price of PVT shares for the next 12 months to be VND 31,500 per share, corresponding to projected P/E and P/B ratios for 2025 of 10.0 and 1.4, respectively. Combined with a cash dividend of VND 1,000 per share, the total expected return is 24%. Strengthening and renewing the fleet to expand market operations In 2024, PVT invested in an additional 8 vessels, increasing its fleet to 58 ships, comprising 49 directly...

PROFIT-TAKING PRESSURE

The market failed to sustain its upward momentum and corrected after the Shooting Star caution signal in the previous session. Trading volume increased compared to the previous session, indicating that profit-taking supply continued to increase and exert pressure on the market. The current developments indicate that the market is in a correction phase after a prolonged uptrend of many sessions. This correction pullback may only be a market rebalancing and attract more supporting cash flow. It ...

Eircom - ESG Report - Lucror Analytics

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: New World Development

Thai Foods Group (TFG TB) - Solid Business Growth Outlook

We reiterate our positive view on TFG following its solid business outlook for both the short and long term. We foresee strong earnings improvement for 1Q25 following the rally in domestic and Vietnamese swine prices. We estimate a 13.4% yoy earnings growth for 2025. Looking forward, we expect its retail shop and Vietnam businesses to be its new S-curve of growth over the long term. Maintain BUY. Target price: Bt6.00.

Thailand Daily - Friday, March 14, 2025

KEY HIGHLIGHTS ASEAN Gems Corporate Highlights Thai Foods Group (TFG TB/BUY/Bt4.32/Target: Bt6.00) Solid business growth outlook.

Singapore Daily - Friday, March 14, 2025

KEY HIGHLIGHTS Sector Construction: 2024 results in line; 2025 outlook is promising with robust construction activities in the pipeline. Maintain OVERWEIGHT. TRADERS’ CORNER Parkway Life Real Estate Investment Trust (PREIT SP): Trading BUY Singapore Tech Engineering (STE SP): Trading BUY

Malaysia Daily - Friday, March 14, 2025

KEY HIG HLIGH TS Sector Update Banking – Malaysia Page 2 The sector delivers 4Q24 earnings growth of 9% yoy. However, we expect sector earnings growth to ease to 7% in 2025. Maintain MARKET WEIGHT. TRADERS’ CORNER Page 4 Dancomech Holdings (DMEC MK): Technical BUY HPP Holdings (HPPHB MK): Technical BUY

Greater China Daily: Friday, March 14, 2025

KEY HIGHLIGHTS Strategy Small-Mid Cap Monthly Reiterate BUY on JBM Healthcare. Sector Automobile China auto sales declined wow in the 10th week of 2025, with a 55.7% share of the PEV market. BYD successfully raised HK$43.4b (US$5.6b) in an H-share placement. ASEAN investors are becoming increasingly positive on China’s auto sector, with BYD and Geely leading in AI/ADAS and overseas expansion, while risks like margins, US tariffs, and chip restrictions remain manageable. Maintain MARKET WEIGH...

Moody's Ratings: No adverse rating impact on Arrow Funding Trust No. 1...

Moody's Ratings (Moody's) announced today that the addition of AUD13.0 million of mortgage loans into Arrow Funding Trust No. 1 Repo Series No. 1 (the Substitution) on 14 March 2025 would not, in and of itself and as of this point in time, result in a reduction, placement on review for possible down...

Quick Take: T-Mobile raises prices

We have been getting questions on press reports that T-Mobile is raising prices on certain legacy plans by $5/line. The price increases were actually leaked a few weeks ago. We wouldn’t normally comment on news that broke weeks ago, but thought we would use this as an opportunity to touch on a couple of data points that have emerged over the course of the last couple of weeks.

Regional Morning Meeting Notes: Friday, March 14, 2025

GREATER CHINA Strategy Small-Mid Cap Monthly Reiterate BUY on JBM Healthcare. Sector Automobile Weekly: PV sales decline wow due to seasonal factors. Maintain MARKET WEIGHT on the sector. Top BUYs: Geely, CATL, Fuyao and Desay SV. Results Ping An Healthcare and Technology Company (1833 HK/BUY/HK$7.72/Target:HK$11.00) 2024: Satisfactory results; expect ...

Bank Mandiri (BMRI IJ) - To Grow Through Value Chain Penetration

Amid a tight liquidity environment, BMRI keeps its guidance of 10-12% loan growth in 2025 and stable NIM of

Construction – Singapore: 2024 Results In Line; Promising Sector Outlo...

2024 results are within expectations, with all companies within our coverage universe posting double-digit yoy growth. The sector outlook in 2025 is promising, backed by the rollout of major projects (such as Changi T5 and MBS integrated resort expansion) and continued BTO supply ramp-up. We also expect private contract flows to improve, driven by the robust demand for the residential sector. Maintain OVERWEIGHT. Our top picks for the sector are HLA, PUC, TWC and Centurion.

Indonesia Daily - Friday, March 14, 2025

Bank Mandiri (BMRI IJ/BUY/Rp4,740/Target: Rp7,000): To grow through value chain penetration. TRADERS’ CORNER Unilever Indonesia (UNVR IJ): Technical BUY Indocement Tunggal Prakarsa (INTP IJ): Technical BUY