reports
- Chong Lee Len
Telecommunications - 5G Uncertainties To Remain Until End-1Q23
Telecommunications – Malaysia 5G Uncertainties To Remain Until End-1Q23 The 5G network policy by DNB with added features will be tabled before the Cabinet by end-1Q23. We expect the single wholesale network to remain with potential changes including a secondary equipment provider. Other possibilities include a dual wholesale network or award of 5G spectrum to telcos. Maintain MARKET WEIGHT on the sector. We project 16% yoy sector growth in the absence of the prosperity tax for 2023. TIME offers ...
- Chong Lee Len
- Johnny Yum
- Jonathan Koh
- Keith Wee Teck Keong
- Kwanchai Atiphophai
- Malaysia Research Team
- Singapore Research Team
- Tham Mun Hon
Regional Morning Notes - Tuesday, January 03, 2023
GREATER CHINA Economics PMI: Weaker PMI on reopening pains. INDONESIA Strategy Alpha Picks: Outperformed The JCI In 4Q22 And 2022: Our picks: ROTI, BBRI, BBNI, SMGR, EXCL, KLBF and MAPI. MALAYSIA Strategy Preparations For Winter: 2023 should be a warmer and less turbulent year for Malaysian equities. Sentiment would likely be frigid for most of 1H23 before turning positive around mid-year. Sector Banking: Nov 22 loans growth continues to ease along with leading loans growth indicators. Maintai...
- Chris Hoare
- Chong Lee Len
- Damon Shen
- Hazmy Hazin
- Jieqi Liu
- John Cheong Ming Chern
- Posmarito Pakpahan
- Tanaporn Visaruthaphong
Regional Morning Notes - Tuesday, November 22, 2022
GREATER CHINA Sector Property: Market sentiment to improve in 2023; high interest rates remain a key risk. INDONESIA Sector Banking: Solid GDP growth in 2023 to support loan growth and asset quality. Upgrade to OVERWEIGHT. MALAYSIA Results Malaysia Smelting Corporation (SMELT MK/BUY/RM1.62/Target: RM2.42): 3Q22: Below estimates; earnings impacted by weaker tin prices and lower smelting output. Update DiGi.Com (DIGI MK/HOLD/RM3.87/Target: RM3.85): Digi-Celcom merger lifts 2023 net profit by 13%...
- Chaiwat Arsirawichai
- Chong Lee Len
- Jessie Guo Yuting
- Jonathan Koh
- Ken Lee
- Kwanchai Atiphophai
- Malaysia Research Team
- Stevanus Juanda
Regional Morning Notes - Friday, October 21, 2022
GREATER CHINA Sector Automobile: Weekly: Takeaways from marketing. Maintain OVERWEIGHT. Top picks: CATL, Fuyao Glass and Ningbo Xusheng. INDONESIA Asian Gems Corporate Highlights Mitra Adiperkasa (MAPI IJ/BUY/Rp1,215/Target: Rp1,600): Brands exclusivity extends to regional markets. MALAYSIA Results DiGi.com (DIGI MK/BUY/RM3.50/Target: RM3.85): 3Q22: Results in line. A successful merger exercise can lift the MergeCo’s net profit by 15%. BUY on weakness. Asian Gems Corporate Highlights Swift Hau...
- Carol Dou Xiao Qin
- Carolyn Ching
- Chaiwat Arsirawichai
- Chong Lee Len
- Jacquelyn Yow Hui Li
- Leow Huey Chuen
- Selvi Ocktaviani
- Sunny Chen
- Tham Mun Hon
Regional Morning Notes - Monday, July 18, 2022
REGIONAL Sector Plantation: Indonesia to suspend export levy for 1.5 months to expedite exports and raise domestic selling prices, which translates into higher FFB prices. GREATER CHINA Economics Economic Activity: COVID-Zero to cap rebound in 2H22; lower GDP target to 3.7%. Sector Healthcare: Regaining momentum in 2H22. INDONESIA Sector Telecommunications: Newcomer MORA adds diversity in telco industry and speeds up FMC implementation. MALAYSIA Results DiGi.Com (DIGI MK/BUY/RM3.42/Target: RM...
- Chris Hoare
Digitiliti Provides Corporate Update
Las Vegas, Nevada--(Newsfile Corp. - June 4, 2021) - Digitiliti Inc. (OTC Pink: DIGI) ($DIGI), announced the following corporate update:Attention and animadvorto to shareholders, public, brokerage accounts, and all agencies:This is a notice by the non-executive member of Digitiliti.The historical events are presented as follows:The Company was incorporated in Delaware and then lapsed in filings. The Company was reinstated using Delaware eCorp revival in the year 2017. The Company was managed by the party noted in the SEC filing: 000-53235, Form 8K, dated June 15, 2017. The manager re-domestica...
- Adrian Loh Tzum Yung
- Chaiwat Arsirawichai
- Chong Lee Len
- Desmond Chong Chee Wai
- Jie Ying Chloe Tan
- Ken Lee
- Malaysia Research Team
- Robin Yuen
- Stevanus Juanda
- Tanadech Rungsrithananon
- Tanaporn Visaruthaphong
Regional Morning Notes - Friday, January 29, 2021
GREATER CHINA Sector Automobile: Weekly: PV sales resume positive yoy growth; buy selectively on dips. Upgrade Geely and BAIC to BUY. Top picks: BYD, CATL and Geely. Dairy: Firmly in a dairy upcycle along with increased valuations. INDONESIA Update Sido Muncul (SIDO IJ/HOLD/Rp720/Target: Rp730): At +1SD PE, SIDO is well priced despite potential strong growth in 2021F. MALAYSIA Results DiGi.Com (DIGI MK/HOLD/RM3.95/Target: RM3.70): 4Q20: Below expectations. 2021 appears challenging; await a bet...
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