Malaysian Market Community

28 November 2024 Catalysts 1. Hektar REIT (KLSE: 5121) portfolio of retail and education properties throughout Malaysia.

Automotive technology grows, develops and innovates-Betamek (KLSE: 0263) Catalysts 1. Betamek (KLSE: 0263) operates in the electronics manufacturing services for automotive markets in Malaysia where vehicle sales were up 6.6% 1H24.

Renewable Energy in Malaysia and ASEAN Region Catalysts 1. Samaiden (KLSE: 0223) is an engineering, procurement, construction and commissioning (EPCC) company of solar photovoltaic systems and power plants in Malaysia.

Key Takeaways Strategic fleet rejuvenation and decarbonization efforts position MISC for future growth and improved sustainability-aligned revenue stability. Mero-3 project delivery and LNG vessel charters enhance long-term cash flow, supporting revenue and earnings growth.

Key Takeaways Expansion of power generation and natural gas infrastructure could increase future revenue and capacity utilization, leveraging the demand shift from coal to gas. Sustainable energy practices, carbon tax benefits, and efficient operations enhance net margins, while favorable forex and lower financing costs boost earnings.

Key Takeaways Expansion in Malaysia and India could boost revenue and margins in both basic and specialty chemicals, despite initial operational costs. Increased plant efficiency and foreign exchange gains support improved earnings amidst global market challenges.

Key Takeaways Strategic acquisitions and expansions, including Island Hospital and Fortis Hospital, are poised to enhance revenue through increased patient volume and diversified services. Growth in medical tourism, especially in Malaysia and Turkey, is expected to drive profitability by attracting high-revenue patient cases.

Key Takeaways Strong electricity demand growth surpassing GDP indicates potential revenue increases from industrial and commercial sectors. Investments in renewable energy and efficiency improvements likely enhance revenue, reduce carbon intensity, and improve net margins.

Key Takeaways Strategic shift to deposit-led strategy and cost efficiency improves NIM, cost-to-income ratio, and revenue stability. Focus on niche markets and asset quality improvements enhances earnings potential and boosts return on equity.