reports
- Alden Gabriel Lam
- Bella Lu Yifei
- Benyamin Mikael
- Jo Yee Ng
- Jonathan Koh
- Kate Luang
- Ken Lee
- Kitpon Praipaisarnkit
- Thanawat Thangchadakorn
Regional Morning Meeting Notes: Friday, July 18, 2025
GREATER CHINA Sector Automobile Weekly: PV sales growth slows to 0.8% yoy. Maintain MARKET WEIGHT on the sector. Top BUYs: CATL, Geely and Tuopu. Update Sun Hung Kai & Co (86 HK/BUY/HK$3.47/Target: HK$5.86) 1H25 Preview: Positive market sentiment improves asset valuations. INDONESIA Small/Mid Cap Highlights Rukun Raharja (RAJA IJ/NOT RATED/Rp2,590) Building the future o...
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
BBL BANGKOK BANK PUBLIC COMPANY LIMITED
D05 DBS GROUP HOLDINGS LTD
RAJA RUKUN RAHARJA
EGH EUREKA GROUP HOLDINGS
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
M3I MINTH GROUP LIMITED
HANA HANA MICROELECTRONICS PCL
002340 GEM CO. LTD. CLASS A
5Z0 ZHONGSHENG GROUP HOLDINGS LTD.
01316 NEXTEER AUTOMOTIVE GROUP LIMITED
002709 GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A
601689 NINGBO TUOPU GROUP CO. LTD. CLASS A
01585 YADEA GROUP HOLDINGS LTD.
2333 GREAT WALL MOTOR CO. LTD. CLASS H
1211 BYD COMPANY LIMITED CLASS H
2338 WEICHAI POWER CO. LTD. CLASS H
02238 GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
KCE KCE ELECTRONICS PUBLIC CO. LTD.
SWB SUNWAY BHD
1772 GANFENG LITHIUM CO. LTD. CLASS H
300750 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
3606 FUYAO GLASS INDUSTRY GROUP CO LTD-H
603305 NINGBO XUSHENG AUTO TECHNOLOGY (A)
SVI SVI PCL
002920 HUIZHOU DESAY SV AUTOMOTIVE CO LTD
DELTA DELTA ELECTRONICS
Z29 029 GROUP SE
86 SUN HUNG KAI & CO LTD
02015 LI AUTO INC
600699 JOYSON ELECTRONICS CORP
- Alden Gabriel Lam
- Benyamin Mikael
- Maskun Ramli
- Benyamin Mikael
- Willinoy Sitorus
Strategy - Higher Oil Prices Bode Well For Some Market Participants
Oil prices have increased 14% over the past two weeks to US$71.30/barrel currently with a rising number of market participants and increasing oil long positions. However, UOB GEMR maintains a cautious stance and refrains from making any knee-jerk adjustments to its Brent oil forecast, with prices projected to remain at US$65/barrel in 3Q25 and US$60/barrel in 4Q25. That said, we highlight several stocks that could benefit if the rise in oil prices is sustained.
- Benyamin Mikael
Rukun Raharja (RAJA IJ) - Leveraging Stability In Oil & Gas Business
RAJA benefits from a stable midstream, downstream, and low-cost upstream business while expanding into infrastructure, downstream assets, renewable energy, and ammonia. RAJA's share price surged 82.3% in six months, bringing its 2025F consensus PE to 19.7x, a premium to oil and gas related companies, driven by the recent listing of its 75.3%-owned subsidiary (RATU IJ) in Jan 25. However, it still trades at a 76% discount to conglomerate peers.
- Benyamin Mikael
- Maskun Ramli
- Anas Fitri Bin Ahmad
- Benyamin Mikael
- Guan An Tan
- Jack Lai Yuan Khai
- Jonathan Koh
- Roy Chen Chengzhi
- Thanawat Thangchadakorn
Regional Morning Meeting Notes: Thursday, March 13, 2025
GREATER CHINA Results Cathay Pacific Airways (293 HK/HOLD/HK$10.90/Target: HK$11.20) 2024: Results slightly miss our forecast but a solid beat of consensus estimates. Yields to moderate further in 2025. Maintain HOLD. INDONESIA Small/Mid Cap Highlights Rukun Raharja (RAJA IJ/NOT RATED/Rp2,260) Leveraging stability in oil & gas business. MALAYSIA Results Bermaz Auto (BAUTO MK/HOLD/RM1.04/Target: RM1.00) 9MFY25: Results below e...
TISCO TISCO FINANCIAL GROUP
RAJA RUKUN RAHARJA
KBANK KASIKORNBANK PUBLIC CO. LTD.
6493 TTBIO
BBL BHP GROUP PLC
BAUTO BERMAZ AUTO BHD
KTB KONTOOR BRANDS
SCI SCI E&C
SCB SCB X PUBLIC COMPANY LIMITED
MXNU ELITE COMMERCIAL REIT MGNT PTE LTD
BCOW 1895 BANCORP OF WISCONSIN INC
AKA A.K.A. BRANDS HOLDINGS
Rukun Raharja Tbk: 1 director
A director at Rukun Raharja Tbk bought 35,735,100 shares at 2,000.000IDR and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.