Sector Update

PLANTATION: Palm inventory exceeds 3mil tonnes

13 January 2026

POWER: 2026F - A quieter year

07 January 2026

BANKING: Still have fuel in the tank

05 January 2026

PLANTATION: Palm inventory hits 2.8mil tonnes

11 December 2025

PLANTATION Palm inventory inched up in November

11 November 2025

STRATEGY, Portfolio Pulse – 03 November 2025

03 November 2025

BUDGET 2026: Steady as She Grows

13 October 2025

STRATEGY, Portfolio Pulse – 02 October 2025

02 October 2025

POWER The BESS Play

23 September 2025

PLANTATION Soft palm demand in August

11 September 2025

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

10 September 2025

PLANTATION CPO production to ease soon

12 August 2025

STRATEGY: Portfolio Pulse – August 2025

04 August 2025

ESG - PLANTATION EUDR - No Delay For Now

29 July 2025

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

24 July 2025

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

11 July 2025

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

01 July 2025

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

24 June 2025

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

11 June 2025

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

10 June 2025

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

06 June 2025

ESG - sustainability investing

29 April 2025