asiamoney brokers poll 2018 - maybank-keresearch.com 2018_malaysia team.pdf · • macro &...

75Analysts, sector specialists, economists and strategists

450Stocks covered

8Countries

MalaysiaSingapore IndonesiaThailandVietnamPhilippinesGreater ChinaIndia

RegionalEconomics

FXFixed Income

StrategySMID

AutomobilesBanks

Casinos & GamingConsumer Discretionary

Consumer StaplesHealth Care

IndustrialsPlantationsReal EstateTechnology

TelecommunicationsTransportation

Utilities

ASIAMONEY BROKERS POLL 2018Your vote makes a difference to us

KEY REPORTS• 2018 Outlook & Lookouts “Keep growing & carry on

…”

• Politics & Strategy “GE14: Malaysia goes to the poll”

• Special Feature “Minimum wage”

• Politics & Strategy “GE14: Malaysia votes for change”

• Macro & Strategy “GST to be zero-rated”

KEY REPORTS• 2018 Outlook & Lookouts “Keep growing & carry on

…”

• Politics & Strategy “GE14: Malaysia goes to the poll”

• Special Feature “Minimum wage”

• Politics & Strategy “GE14: Malaysia votes for change”

• Macro & Strategy “GST to be zero-rated”

KEY REPORTS• Malaysia Gaming (NFO) - Positive turnaround taking

hold?• Yong Tai - Reliving Melaka's glory days• Genting Singapore - Stay in the game• Genting Malaysia - The chips may fall your way

KEY REPORTS• MFRS 9 - Manageable impact on capital

SUHAIMI ILIAS

ECONOMICS

WONG CHEW HANN

MALAYSIA STRATEGY

DESMOND CH’NG

BANKING

INSURANCE

DIVERSIFIED FINANCIALS

SAMUEL YIN SHAO YANG

CASINOS & GAMING

CONSUMER DISCRETIONARY`

suhaimi_ilias@maybank-ib.com

+603 2297 8682

wchewh@maybank-ib.com

+603 2297 8686

desmond.chng@maybank-ib.com

+603 2297 8680

samuel.y@maybank-ib.com

+603 2297 8916

KEY REPORTS• Tenaga - More RP2 details released• Malaysia Telcos - Stability finally?

KEY REPORTS• Malaysia Aviation - Turn of the cycle• Petronas Chemicals - Don't overlook this champion

KEY REPORTS• Sime Darby Plantation - One of a kind (Initiating

Coverage)• Regional Plantation - Muted 2018 price outlook• Regional Plantation - Long term trend analysis• Malaysia Plantation - Brace yourself for MFRS Impact

LIAW THONG JUNG

ENERGY: OIL & GAS SERVICES

KEY REPORTS• Oil & Gas - Upgrade to POSITIVE• PETRONAS’ Report Card • Yinson - Double happiness• MMHE - Take profit; D/G to SELL

ONG CHEE TING

MATERIALS: PLANTATIONS

INDUSTRIALS

MOHSHIN AZIZ

TRANSPORTATION: AVIATION

MATERIALS: CHEMICALS

TAN CHI WEI

TELECOMMUNICATIONS

UTILITIES

tjliaw@maybank-ib.com

+603 2297 8688

ct.ong@maybank-ib.com

+603 2297 8678

mohshin.aziz@maybank-ib.comd

+603 2297 8692

chiwei.t@maybank-ib.comd

+603 2297 8690

KEY REPORTS• STAR - Brace for impact• STAR - 1Q18 Value BUY

KEY REPORTS• Inari Amertron - A MY sector powerhouse• V.S. Industry - Dusting off the competition• UMW Holdings - Inflection year

KEY REPORTS• Sime Darby Property - The goliath is stirring• Property sector - Remains challenging • Property sector - Awaiting catalysts

LIEW WEI HAN

CONSUMER STAPLES

KEY REPORTS• Consumer - Lets talk about consumption• Consumer - What is brewing?

WONG WEI SUM

REAL ESTATE

IVAN YAP

AUTOMOTIVE

SEMICONDUCTORS

TECHNOLOGY

JADE TAM

CONSUMER: MEDIA

MATERIALS

weihan.l@maybank-ib.com

+603 2297 8676

weisum@maybank-ib.com

+603 2297 8679

ivan.yap@maybank-ib.com

+603 2297 8612

jade.tam@maybank-ib.com

+603 2297 8687

KEY REPORTS• Malaysia REITs - GE14 Impact• Malaysia REITs - Mildly positive on revised

Guidelines• CapitaLand Malaysia Mall Trust - Fundamentals

remain decent• YTL Hospitality REIT - Check-in to an Asia-Pac

portfolio

KEY REPORTS• Best World - The Best is Still Ahead; Init BUY• Singapore Medical Group - Asset-light Contender• Health Management Int'l - Under-the-radar Hospital

Group

KEY REPORTS• MY Construction: Keeping it 'rail‘• MY Construction: Let the dust settle

LEE YEN LING

HEALTHCARE

TRANSPORTATION

MATERIALS

KEY REPORTS• Kossan - Long-awaited growth to arrive• Malaysia Gloves Sector - Pick the laggard

ADRIAN WONG

INDUSTRIALS: CONSTRUCTION

HEALTHCARE

JOHN CHEONG

HEALTHCARE

SMALL CAP EQUITIES

KEVIN WONG

REAL ESTATE

CONSUMER DISCRETIONARY

lee.yl@maybank-ib.com

+603 2297 8691

adrian.wkj@maybank-ib.comd

+603 2297 8675

johncheong@maybank-ke.com.sg

+65 6231 5845

kevin.wong@maybank-ib.com

+603 2082 6824

KEY REPORTS• 2018 Outlook & Lookouts “Keep growing & carry on

…”

• Politics & Strategy “GE14: Malaysia goes to the poll”

• Special Feature “Mininum wage”

• Politics & Strategy “GE14: Malaysia votes for change”

• Macro & Strategy “GST to be zero-rated”

KEY REPORTS• CSC Steel Holdings - Steeling through the storm

ZAMROS DZULKAFLI

ECONOMICS

HAFIZ HASSAN

SMALL & MID CAPS

zamros.d@maybank-ib.com

+603 2082 6818

mohdhafiz.ha@maybank-ib.com

+603 2082 6818

TEE SZE CHIAH

SMID

KEY REPORTS• DGB - Trading opportunity arising from bonus

warrant issue?• Vertice - Jobs just keep coming; earnings visibility

is improving• Sasbadi - Is consensus too bullish?

szechiah.t@maybank-ib.com

+603 2297 6858