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MY : Malaysia Daybreak | 14 June 2021

CGS-CIMB Ivy
Ivy Ng Lee @ CGS-CIMB 14 June 2021

MY : Strategy - Total lockdown extended for two weeks

Malaysia is extending the national lockdown for two weeks till 28 Jun. The government also revealed that it is drafting a National Recovery Plan. Potential earnings disappointment in 2Q results due to FMCO and political uncertainty could weigh on ne....
CGS-CIMB Ivy
Ivy Ng Lee @ CGS-CIMB 14 June 2021

MY : Kuala Lumpur Kepong - Key details of IJMP acquisition revealed

KLK has entered into an SPA to acquire a 56.2% stake in IJMP for RM1.5bn. It will make an MGO to acquire the balance IJMP shares once the SPA is unconditional. The proposals are expected to be completed in 4QCY21. It plans to maintain the listing s....
CGS-CIMB Ivy
Ivy Ng Lee @ CGS-CIMB 14 June 2021

MY : Autos - A bumpy road ahead

TIV could fall by 20-25% qoq in 2Q21F due to FMCO but recover in 2H21F with the sales tax holiday extension, in our view. Maintain 2021F TIV (580k). We look forward to EV policy direction in upcoming NAP revision in 2H21F. Retain Neutral rating, w....
CGS-CIMB Mohd Shanaz
Mohd Shanaz Noor Azam @ CGS-CIMB 13 June 2021

Malaysia's failures on Covid and reform may not be fixed by an election

Malaysia is stuck, not dealing with the Covid crisis, let alone establishing a government strong enough implement the structural reforms needed to escape the "middle income" trap. This is despite the restrictions on movement and gathering in crowds i...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 11 June 2021
Malaysia's failures on Covid and reform may not be fixed by an election
Malaysia's failures on Covid and reform may not be fixed by an election

MY : Malaysia Daybreak | 11 June 2021

CGS-CIMB Ivy
Ivy Ng Lee @ CGS-CIMB 11 June 2021