In the previous articles, we talked about the outlook and strategies for the Malaysian stock market as highlighted by MBKE and CIMB Research. In this instalment, we look at four stocks that MBKE and CIMB Research recommend investors to own in 2H17 as part of their investment strategies.
Earlier in the previous article, we highlighted five things that could influence the direction of the Malaysian stock market. In this article, we bring investors’ attention to three investment strategies that they can apply to achieve better returns in the Malaysian stock market in 2H17.
Bursa managed to record its best performance in first half of the year since 2009, following three consecutive years of decline. How will Bursa perform in 2H17? Can Bursa continue to deliver?
In contrast to the previous hype on Crude Palm Oil (CPO), analysts from the street are turning in the other direction. That comes from soybeans which are a substitute to CPO recorded five consecutive years of good production.
In order to help you make better investment decisions, we have summarised a list of five things you need to know about the market as an investor.
Following part one of the series where we outlined the outlook of industrial REITs and the types of industrial REITs that MBKE recommends, we narrow down to three industrial REITs you should consider adding to your portfolio for some REIT exposure.
Within the REIT sector, MBKE sees growth potential among industrial REITs, compared to retail and office REITs. MBKE believes that industrial REITs are buoyed by demand and supply factors, a shift towards a supportive macro trend and inorganic growth opportunities.
Based on the highlights by industry experts during Maybank Kim Eng’s Invest ASEAN 2017 conference, keeping up with the changing times and margin protection from increased competition is the key theme in the market.
In this article, we will be looking across the causeway to present the opportunities available for investors as growth remains strong in the country’s aviation industry.
MBKE recommends is a bottom-up strategy with a focus on companies with a strong business model in sectors that are driven by secular growth. MBKE highlights that stocks with (1) low earnings cyclicality, (2) cash flow stability and low balance sheet risk within a preference framework of secular growth drivers and (3) business models with demonstrated track record will provide potential upside for investors in a year of uncertainty.