BUDGET 2026: Steady as She Grows

13 October 2025

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STRATEGY, Portfolio Pulse – 02 October 2025

02 October 2025

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POWER The BESS Play

23 September 2025

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PLANTATION Soft palm demand in August

11 September 2025

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Navigating Malaysia's O&G Sector- A Beginner's Guide

10 September 2025

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PLANTATION CPO production to ease soon

12 August 2025

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STRATEGY: Portfolio Pulse – August 2025

04 August 2025

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ESG - PLANTATION EUDR - No Delay For Now

29 July 2025

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CONSUMER SECTOR (NEUTRAL Maintained) Consumer relief measures to spur near-term spending

24 July 2025

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PLANTATION (NEUTRAL Maintained) Strong demand from Africa and Middle East

11 July 2025

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BANKING (NEUTRAL Maintained) Modest loan growth, rising impairments, and slower deposits

01 July 2025

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POWER (NEUTRAL Upgraded) Drop in tariffs due to lower coal costs

24 June 2025

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PLANTATION: Inventory rises to 2mil tonnes in May (NEUTRAL Maintained)

11 June 2025

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ESG – Shipping: Carbon fees to raise shipping costs in 2027F (OVERWEIGHT Maintained)

10 June 2025

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ESG - PLANTATION (NEUTRAL Maintained, CPO TP: RM4,250/tonne) Wait for the next EUDR risk review

06 June 2025

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ESG - sustainability investing

29 April 2025

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