Analyst Reports


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Auto sales to moderate, earnings outlook intact

PETALING JAYA: Kenanga Research has maintained a "neutral" rating on Malaysia's automotive sector, expecting vehicle sales to moderate this year as intense price competition, evolving regulations and an influx of localised Chinese marques weigh on margins, although demand should remain supported by replacement purchases and new model launches.

Kerjaya Prospek poised to gain from ES Sunlogy investment

PETALING JAYA : Analysts have maintained their "buy" calls on construction and property group Kerjaya Prospek Group Bhd after it, via its wholly-owned subsidiary Acumen Marketing Sdn Bhd, subscribed for 70 million new shares in ES Sunlogy Bhd.

Businesses offering value expected to gain

PETALING JAYA: Home improvement retailer MR DIY Group (M) Bhd remains CGS International (CGSI) Research's top pick among consumer discretionary stocks, as shoppers look for cheaper alternatives amid price pressures.

UMediC’s high-margin medical products to fuel growth

PETALING JAYA: UMediC Group Bhd (UMC) is carving out a niche in the global medical device market by shifting towards higher-value proprietary products, with MBSB Research saying limited global competition is expected to underpin its next phase of growth.

Matrix Concepts’ earnings seen steady in 1Q27

PETALING JAYA: Matrix Concepts Holdings Bhd is expected to deliver flattish core earnings in the first quarter of financial year 2027 (1Q27), according to UOB Kay Hian (UOBKH) Research.

LSS6 set to drive next phase of Malaysia’s solar sector growth

PETALING JAYA: Malaysia's renewable energy (RE) sector is set to enter another phase of accelerated growth following the launch of the large-scale solar 6 (LSS6) programme.

Bursa upgraded on GE16 trading boost hopes

PETALING JAYA: Hong Leong Investment Bank (HLIB) Research has upgraded its rating on Bursa Malaysia Bhd from "hold" to "buy", with a higher target price of RM9.85 from RM9 previously, as it rolls forward its valuation horizon from financial year ending Dec 31, 2026 (FY26) to mid-FY27 earnings per share, pegged to a 27 times price-to-earnings ratio

Alpha IVF set for record revenue, softer profit

PETALING JAYA: Alpha IVF Group Bhd is expected to deliver another quarter of record revenue despite softer earnings, as higher start-up costs tied to its aggressive regional expansion weigh on margins in the near term, according to TA Research.

Country’s water infrastructure push can lift Engtex Group’s earnings

PETALING JAYA: Engtex Group Bhd could see its earnings surge by more than a third under an upside scenario as Malaysia's water infrastructure push bolsters its RM1.1bil tender pipeline.

TM poised for stronger FY26 performance

PETALING JAYA: Telekom Malaysia Bhd (TM) could potentially beat its guidance of flat earnings before interest and taxes for the financial year 2026 (FY26), on the back of lower staff redundancy costs, stronger net infrastructure cost savings over the medium term and further cost optimisation, according to RHB Research.