BANKING Music on, party on
23 February 2026
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Plantation MPOB 110226
11 February 2026
Baixar
Oil & Gas: PAO 26-28: A leaner offshore cycle
30 January 2026
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CONSUMER PRIMER: Sector 101
27 January 2026
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ESG – PLANTATION : Amazon Soy Moratorium Collapses
20 January 2026
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PLANTATION: Palm inventory exceeds 3mil tonnes
13 January 2026
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POWER: 2026F - A quieter year
07 January 2026
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BANKING: Still have fuel in the tank
05 January 2026
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PLANTATION: Palm inventory hits 2.8mil tonnes
11 December 2025
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PLANTATION Palm inventory inched up in November
11 November 2025
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STRATEGY, Portfolio Pulse – 03 November 2025
03 November 2025
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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
Baixar
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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