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Home >> Country >> Malaysia >> Company
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Latest Reports
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Date |
Description |
Country |
Analyst |
Download |
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19-Apr-2023 |
T7 Global Bhd (“T7G”) – “Diversifying into Recurring Businesses” |
Malaysia |
Malaysia Research Team |
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07-Dec-2022 |
The recently secured FPSOs with higher charter rates due to tight FPSO market is slated to elevate Yinson earnings moving forward. FPSO Agogo is just one step away from official award as it received upfront prelim capex funding from its client. We recommend Yinson a BUY ON WEAKNESS for its ability in generating recurring, long-term income stream. Currently trading at FY24 PE of 10.6x vs. its 5-yr average PE of 20.1x, we deem it attractive to participate in a recurring, exciting growth business. |
Malaysia |
Malaysia Research Team |
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21-Oct-2020 |
“We believe Hibiscus will be the good proxy to ride on the recovery of oil demand and we view the RM2b fund raising exercise positively as we are confident in Hibiscus management in striking a “home run” for the potential producing assets. Hence we recommend Buy. ” |
Malaysia |
Malaysia Research Team |
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18-Sep-2020 |
“Based on past track records, Dialog is an excellent growth stock for long term investment. It has strong recurring incomes from its tank terminal business and the high capex business will benefit further from the recent fall in interest rates. It still has much room for growth as its immediate competitor in Singapore does not have any space to expand their tank storage business. Recommend Long Term Buy” |
Malaysia |
Malaysia Research Team |
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18-Sep-2020 |
“Based on past track records, Dialog is an excellent growth stock for long term investment. It has strong recurring incomes from its tank terminal business and the high capex business will benefit further from the recent fall in interest rates. It still has much room for growth as its immediate competitor in Singapore does not have any space to expand their tank storage business. Recommend Long Term Buy” |
Malaysia |
Malaysia Research Team |
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27-Apr-2020 |
“Will Brent follow WTI plunge into negative territory? Very unlikely, because WTI futures contracts are settled with physical barrels while Brent futures contracts have an option to settle with cash |
Malaysia |
Malaysia Research Team |
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10-Feb-2020 |
“Since our last recommendation in November 2017, Serba share price has done very well. We still like Serba for its recurring O&M earnings, resilience in volatile crude oil market, visible short-to-midterm growth prospects, and attractive valuation. Serba is currently trading at FY20F of 13x and we recommend still A Buy. |
Malaysia |
Malaysia Research Team |
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05-Jul-2019 |
“We like Hibiscus for its i) direct beneficiary of higher crude oil price, (ii) Marigold & Sunflower fields to boost future profits and (iii) low cost of production. We have a buy call on Hibiscus as we believe Hibiscus will be the best proxy to ride on the recovery of oil prices.” |
Malaysia |
Malaysia Research Team |
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18-Jun-2018 |
“Although CCM is not particularly cheap at 14.1x FY18 PE, we think investors should look beyond 2018 given the huge capacity growth potential coupled with significant reduction in finance costs from 2019. Hence, investors should accumulate CCM’s stock when there is a price weakness.” |
Malaysia |
Malaysia Research Team |
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