Thursday, April 25th, 2024

Category: Must Read

Mistakes You Need to Avoid in investing

Nobody is without flaws. We’ll all have our successes and failures, particularly when it comes to investing. However, some of the mistakes you might make when trading stocks are fairly normal, and they are...

SEA Ltd: potential MSCI index inclusion

SEA Ltd’s FY21F Kick-off We expect strong 1Q21F results, with adjusted revenue of US$2.1 billion (+131 percent year over year) and positive EBITDA of US$185 million. Shopee is promoting monetisation by rising commission rates...

AIA Group: Growth rotating: SEA making a comeback

AIA Group SEA is making a comeback in terms of growth.While China is expected to drive VONB growth in 1Q21F, improved margins are expected to shift growth drivers to South East Asia (SEA) in...

MISC (MISC MK): Sequential strength from petroleum division

– MISC‘s core profit in 1Q21 fell short of forecasts, accounting for only 20% of our previous full-year earnings prediction. Despite a sequential earnings turnaround in the petroleum segment, profit margins fell short of...

Gas Malaysia (GMB MK): Dividend yield at 6.2% is attractive

Gas Malaysia (GMB MK)Margin ahead of expectations – Our and consensus full-year projections for 1Q21 were exceeded – The volume of gas sales remained solid, increasing by 9% year over year. Lower gas tariffs,...

Supermax (SUCB MK): reported a solid performance for 9MFY21

Supermax (SUCB MK)Lower sales volume due to production halt Supermax reported a solid performance for 9MFY21, with corePATAMI of RM2,911m up by more than 20x, however it fell short of our expectations, but was...

Singapore Strategy: We keep our end-FY21 FSSTI target at 3,140 pts

To avert a repeat of a circuit breaker, Singapore will reintroduce pre-emptive phase 2 safety measures from May 8 to 30.With the FSSTI at 3,179 and trading at mean prices (14.4x CY22F), we believe...

SINGAPORE Alpha Picks: Add SGX, Hong Leong Asia; Remove China Sunsine, Thai Beverage

SINGAPORE STRATEGY ALPHABET PICKS: SGX, Hong Leong Asia; China Sunsine, Thai Beverage With a 6.0 percent mom gain on April 21, our portfolio outperformed the FSSTI’s 1.7 percent mom gain by 4.3 percentage points....

SPAC: a bubble in the making?

“Bull markets are born on pessimism, rise on skepticism, mature on optimism, and die on euphoria,” the famous quote by Sir John Templeton, one of our adored investors. There is no question that some...

Ping An Insurance (2318.HK/ 601318.HK): announced proposed plans to acquire 51-70% of New Founder Group

Ping An Insurance (2318 HK / 601318 CH) –Plan to invest in Founder Group after its restructuring • After the reorganization process is done, the plan is to buy 51-70 percent of New Founder...