Analyst Reports


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SkyeChip leverages Japan foothold for IP growth

PETALING JAYA: SkyeChip Bhd's growing foothold in Japan's semiconductor ecosystem could open up new opportunities in silicon intellectual property (IP) licensing and custom chip design.

RTS Link seen to power IGB-REIT growth phase

PETALING JAYA: IGB Real Estate Investment Trust (IGB-REIT) is expected to sustain resilient earnings growth, supported by strong shopper traffic, high occupancy rates and positive rental reversions across its malls, with the opening of the Johor Baru-Singapore Rapid Transit System (RTS) Link emerging as a key growth catalyst for Mid Valley Southkey.

Positive view on UEM Sunrise’s AME Elite tie-up

PETALING JAYA: UEM Sunrise Bhd's move into industrial park development through its RM4bil Gerbang Nusajaya project could unlock greater value from its Johor landbank.

Exsim Hospitality’s growth outlook strengthens on contract wins

PETALING JAYA: TA Research is positive on Exsim Hospitality Bhd's prospects, supported by the group's exposure to its development pipeline.

Deposit competition to weigh on bank profits

PETALING JAYA: The race for deposits will impact the net interest margin (NIM) of banks as funding competition remains elevated despite accelerating loan volumes.

LGMS banks on AI-powered cybersecurity solutions for top-line growth 

PETALING JAYA: Main Market-listed cybersecurity firm LGMS Bhd's expanding portfolio of artificial intelligence (AI)-powered solutions could unlock new revenue opportunities, although meaningful earnings contributions will depend on their commercial adoption and monetisation.

Singapore acquisition to hit Mi Technovation earnings

PETALING JAYA: Mi Technovation Bhd's earnings growth could face headwinds from higher financing costs and capital expenditure following its planned RM331.8mil acquisition of a Singapore industrial building.

Karex poised for margin recovery on pricing gains

PETALING JAYA: Karex Bhd is expected to see an improvement in earnings and margins in the financial year ending June 30, 2027 (FY27), supported by higher selling prices, expanding synthetic condom capacity and a gradual recovery in tender demand, says AmInvestment Bank.

Mi Technovation’s strong quarter fuels optimism

PETALING JAYA: Mi Technovation Bhd's earnings momentum strengthened in the third quarter ended Sept 30, 2026 (3Q26), driven by robust demand for its semiconductor materials business and a recovery in equipment billings

Cybersecurity breach damper for CTOS Digital

PETALING JAYA: The fallout from CTOS Digital Bhd's cybersecurity incident could prolong its earnings recovery, with extended service disruptions threatening customer confidence, pricing power and margins while driving up costs, analysts say.