Profile cover photo
Profile photo
Joeharee Matt
About
Posts

Post has attachment
Malaysia’s Construction:
From Bad To Worse: Stop work order for ECRL
Add a comment...

Post has attachment
Mlaysia's GE14 results were a surprise to most contractors and the magnitude of PH’s victory over BN puts a high-chance of a reform of the sector’s tender, procurement and job award outlook, in our view, and one which we will monitor closely. We downgrade the sector from Overweight to Underweight. Gamuda and YTL Corp, previously our top post- GE14 big cap picks, are downgraded to Reduce, along with MRCB and Protasco, which were previously our preferred small-mid cap picks post-GE.
PH’s Reform On The Construction Sector
PH’s Reform On The Construction Sector
malaysia-bursa.blogspot.com
Add a comment...

Post has attachment
Malaysia GE14 Results
Market sell-off to create opportunities. We are reviewing our end-18 FBMKLCI target of 1,830 for a modest downgrade. While PH brings hope for better transparency, accountability and financial prudence, investors would be sidelined by the current transitory state. Foreign inflows (+RM2.7b ytd) could reverse, potentially causing the ringgit to weaken. Nevertheless, this is not a ‘-1SD’ sell-off. Hopefully, the widely market sell-off may not be as deep as feared should
Add a comment...

Post has attachment
Since the dissolution of parliament on 7 April 2018, the KLCI has gained 1% to 1,870 points as at 30 April 2018. We predict that market will remain volatile until the election and the results of the election could depend on turnout rate, how successful the candidates are in persuading the undecided voters and the outcomes of the three-cornered fights in many seats in GE14.
Add a comment...

Post has attachment
Malaysia - Oil & Gas Stock Top Picks
Malaysia - Oil & Gas Stock Top Picks
Malaysia - Oil & Gas Stock Top Picks
malaysia-bursa.blogspot.com
Add a comment...

Post has attachment
KLSE Bursa Malaysia Blog One-Stop
KLSE Bursa Malaysia Blog One-Stop
klse-bursa.blogspot.com
Add a comment...

Post has attachment
Top picks in this theme are BUY-rated large caps CIMB Group and Gamuda , and small/mid caps Cahya Mata Sarawak , Gabungan AQRS , and Protasco , and HOLD- rated MRCB . These stocks also offer upside post-GE
GE14 Election Themed Stocks
GE14 Election Themed Stocks
klse-online.blogspot.com
Add a comment...

Post has attachment
Market behaviour. Analysis of the past 5 Malaysia's General Election indicates that the FBM KLCI ended higher in 1999, 2004 and 2013 but lower in 1995 and 2008.
FBM KLCI and Malaysia GE14
FBM KLCI and Malaysia GE14
malaysia-bursa.blogspot.my
Add a comment...

Post has attachment
Malaysian equities should trend higher in 1Q18, fulfilling the historically good correlation between ringgit deposit growth and market performance. However, we continue to expect a duller performance post GE14, which is widely expected in Mar-Apr 18. We advocate a trading-oriented, mid- to large-cap-biased investment strategy for 1Q18, with a focus on mega infrastructure, E&E, tourism-related and selective GE14 plays.
Add a comment...

Post has attachment
Malaysia's KLCI: Key Market Anticipated Events In 2018
Photo
Add a comment...
Wait while more posts are being loaded