Tellimer

MY : Strategy - Nationwide MCO 3.0 from 12 May to 7 Jun

Malaysia has announced a nationwide MCO 3.0 from 12 May to 7 Jun to curb the spread of Covid-19 which has accelerated in recent weeks. We estimate every month of MCO will shave 0.3% pt from GDP growth. This development is negative as it raises the risk of earnings disappointments for the REIT, tourism-related, casino, consumer, property, and auto sectors.


Most Viewed See latest
Disclosures

This publication is being distributed by Tellimer solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not con...

Full Tellimer disclaimers