Automotive
Research Title
20 December 2017 TIV Improves Further in November
20 November 2017 Toyota-led growth, new MyVi a boost from November
19 October 2017 Weak TIV but Improving Core Operating Environment
21 September 2017 An Improving Core Operating Environment
8 September 2017 Forex is a Friend
21 August 2017 Look Beyond the Noises
25 July 2017 Approaching Earnings Inflection Point
10 July 2017 Shifting into Sixth Gear
23 May 2017 Toyota Leads April TIV Growth
20 April 2017 Uninterrupted Growth
13 April 2017 Duty Hike Reversed
12 April 2017 Players Reacting to Duty Hike
22 March 2017 Second Consecutive Month of Growth
23 February 2017 Maiden Growth Since Dec 15
18 January 2017 Perodua Signalling a Cautious Outlook
Aviation
Research Title
Banking
Research Title
5 December 2017 Loans pipeline still healthy
24 October 2017 Getting Used to the Normal May Not be as Bad
2 October 2017 Slightly faster loans growth in August
29 September 2017 NSFR is Coming Soon
5 September 2017 Pent up demand in loans and approvals
1 August 2017 Turnaround in Auto Loans
1 June 2017 Loans Growth Momentum Continues
2 May 2017 Loans Growth Momentum Returned
3 April 2017 Promising Loans Pipeline
9 March 2017 Turning Around a Corner
5 December 2017 Loans pipeline still healthy
24 October 2017 Getting Used to the Normal May Not be as Bad
2 October 2017 Slightly faster loans growth in August
29 September 2017 NSFR is Coming Soon
5 September 2017 Pent up demand in loans and approvals
1 August 2017 Turnaround in Auto Loans
1 June 2017 Loans Growth Momentum Continues
2 May 2017 Loans Growth Momentum Returned
3 April 2017 Promising Loans Pipeline
9 March 2017 Turning Around a Corner
Construction
Research Title
14 December 2017 Fallow Period Unravels Good Candidates
28 September 2017 Temporary setbacks and ominous signs (Part 2)
25 September 2017 Temporary setbacks and ominous signs
9 June 2017 A Relieving Amble Albeit Incoming Cavalry
24 May 2017 Must Separate Wheat from the Chaff
12 April 2017 Unmasking Real Attraction
21 March 2017 Liquidity Fillips KLCon Index Valuation
23 January 2017 East Coast Growth Nodes and ECRL
14 December 2017 Fallow Period Unravels Good Candidates
28 September 2017 Temporary setbacks and ominous signs (Part 2)
25 September 2017 Temporary setbacks and ominous signs
9 June 2017 A Relieving Amble Albeit Incoming Cavalry
24 May 2017 Must Separate Wheat from the Chaff
12 April 2017 Unmasking Real Attraction
21 March 2017 Liquidity Fillips KLCon Index Valuation
23 January 2017 East Coast Growth Nodes and ECRL
Consumer
Research Title
31 October 2017 Food & Beverages : Rising Cost of Paper Based Packaging Material
21 September 2017 Retail : Retail Sales Grew Driven By Price Discounting
20 September 2017 Food & Beverage : Recovery Depends on the External Demands
31 October 2017 Food & Beverages : Rising Cost of Paper Based Packaging Material
21 September 2017 Retail : Retail Sales Grew Driven By Price Discounting
20 September 2017 Food & Beverage : Recovery Depends on the External Demands
Healthcare
Insurance
Research Title
6 September 2017 All Hands To The Pump
6 September 2017 All Hands To The Pump
Oil & Gas
Research Title
12 September 2017 Sustained crude oil price not translating to higher capex
25 July 2017 Heavy Offshore Asset Owners; Sink or Swim
17 February 2017 New Wave of Consolidation Ahead
24 January 2017 Unenthusiastic Utilisation Rates and Dayrates
12 September 2017 Sustained crude oil price not translating to higher capex
25 July 2017 Heavy Offshore Asset Owners; Sink or Swim
17 February 2017 New Wave of Consolidation Ahead
24 January 2017 Unenthusiastic Utilisation Rates and Dayrates
Plantation
Research Title
13 December 2017 Temporary Weakness in Demand from India
6 December 2017 La Niña is Formally Established
22 November 2017 70% La Niña by Year End
21 November 2017 Limited Impact from India Raise of Import Duties on Palm Oil in the Long Run
20 November 2017 Key takeaways from PIPOC
13 November 2017 Rise of the Biodiesel Demand
26 October 2017 The Ultimate Contrarian Sector Upgrade
25 October 2017 La Niña by Year End?
11 October 2017 September inventory is within expectation
12 September 2017 August Inventory is Within Expectation
7 September 2017 High palm oil stockpile to be neutralised by strong soybean oil price
11 August 2017 July Inventory is Higher than Expected
2 August 2017 CPO Price to Hit RM3000 per MT
11 July 2017 June Inventory is Lower than Expected
14 June 2017 May Inventory is Lower Than Expected
5 June 2017 Lacklustre 1QCY17 Report Card for Planters
12 May 2017 April Inventory Came in Within Expectation
11 April 2017 March Inventory Came in Within Expectation
7 April 2017 Key Takeaways from PAC Meeting
13 March 2017 February Inventory Came in Within Expectation
8 March 2017 Time to Take a Breather
13 February 2017 January Inventory is Near the Critical Level of 1.5m MT
18 January 2017 Key Takeaways from Palm Oil Seminar
11 January 2017 December Inventory is Within Expectation
13 December 2017 Temporary Weakness in Demand from India
6 December 2017 La Niña is Formally Established
22 November 2017 70% La Niña by Year End
21 November 2017 Limited Impact from India Raise of Import Duties on Palm Oil in the Long Run
20 November 2017 Key takeaways from PIPOC
13 November 2017 Rise of the Biodiesel Demand
26 October 2017 The Ultimate Contrarian Sector Upgrade
25 October 2017 La Niña by Year End?
11 October 2017 September inventory is within expectation
12 September 2017 August Inventory is Within Expectation
7 September 2017 High palm oil stockpile to be neutralised by strong soybean oil price
11 August 2017 July Inventory is Higher than Expected
2 August 2017 CPO Price to Hit RM3000 per MT
11 July 2017 June Inventory is Lower than Expected
14 June 2017 May Inventory is Lower Than Expected
5 June 2017 Lacklustre 1QCY17 Report Card for Planters
12 May 2017 April Inventory Came in Within Expectation
11 April 2017 March Inventory Came in Within Expectation
7 April 2017 Key Takeaways from PAC Meeting
13 March 2017 February Inventory Came in Within Expectation
8 March 2017 Time to Take a Breather
13 February 2017 January Inventory is Near the Critical Level of 1.5m MT
18 January 2017 Key Takeaways from Palm Oil Seminar
11 January 2017 December Inventory is Within Expectation
Power
Property
Research Title
21 December 2017 No Increase in Stamp Duty for Luxury Property
12 December 2017 Stable Outlook
30 October 2017 Affordable Housing Developers to Benefit from Budget 2018
8 Sep 2017 Improved Demand to Boost Developers Sales
11 May 2017 Demand Driven Recovery
28 March 2017 Unexciting Fundamentals
21 December 2017 No Increase in Stamp Duty for Luxury Property
12 December 2017 Stable Outlook
30 October 2017 Affordable Housing Developers to Benefit from Budget 2018
8 Sep 2017 Improved Demand to Boost Developers Sales
11 May 2017 Demand Driven Recovery
28 March 2017 Unexciting Fundamentals
REIT
Research Title
7 December 2017 : 3QCY17 Earnings Wrap
7 September 2017 : 2QCY17 Earnings Wrap
6 June 2017 : Mixed 1QCY17 Earnings Wrap
7 December 2017 : 3QCY17 Earnings Wrap
7 September 2017 : 2QCY17 Earnings Wrap
6 June 2017 : Mixed 1QCY17 Earnings Wrap
Rubber
Research Title
30 November 2017 22.9% Hike in Natural Gas Tariff Expected
14 September 2017 Sector Earnings Momentum To Remain Stable
17 July 2017 Assessing the impact of Natural Gas Tariff Reduction
14 April 2017 Earnings Growth to Be Demand Driven
30 November 2017 22.9% Hike in Natural Gas Tariff Expected
14 September 2017 Sector Earnings Momentum To Remain Stable
17 July 2017 Assessing the impact of Natural Gas Tariff Reduction
14 April 2017 Earnings Growth to Be Demand Driven
Services
Research Title
Semiconductor
Research Title
Technology
Research Title
6 December 2017 Sales on Track to Breach New Heights for 2017
4 October 2017 Monthly sales hit new heights of USD35.0b
7 September 2017 One Year of Uniterrupted Sales Growth
7 August 2017 2H2017 Sales Prospect Remains Promising
5 July 2017 Monthly Semiconductor Sales Reaching USD32b
8 June 2017 Memory Market Continues to Surge
3 May 2017 On Track for Another Record Year
5 April 2017 Monthly Sales Remain above USD30b
8 March 2017 Higher Sales Growth in 2017
6 February 2017 Demand for Semiconductor Products Remains Upbeat
5 January 2017 China Lifted GSS to a New High
6 December 2017 Sales on Track to Breach New Heights for 2017
4 October 2017 Monthly sales hit new heights of USD35.0b
7 September 2017 One Year of Uniterrupted Sales Growth
7 August 2017 2H2017 Sales Prospect Remains Promising
5 July 2017 Monthly Semiconductor Sales Reaching USD32b
8 June 2017 Memory Market Continues to Surge
3 May 2017 On Track for Another Record Year
5 April 2017 Monthly Sales Remain above USD30b
8 March 2017 Higher Sales Growth in 2017
6 February 2017 Demand for Semiconductor Products Remains Upbeat
5 January 2017 China Lifted GSS to a New High
Telecommunication
Tobacco
Research Title
