Gamuda Berhad - Within Expectations, PSI Takes Off
Gamuda 3QFY23 core net profit advanced 54.1% QoQ, supported by its engineering & construction division predominantly.
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Gamuda - Executing Well
We expect Gamuda to close FY23 on a high with better sequential performance in 4QFY23 driven by construction kicking into higher gear,...
354 Views
Company Update - Gamuda Bhd - 23 Jun 2023
GAMUDA’s 9MFY23 results met our forecast but beat market expectation. It also announced winning a RM3.5b land reclamation contract from Penang...
270 Views
Remain Overweight and Add Exposure to Japan; Buys in Insurance, Services, Tech, Staples, Utilities
Remain Overweight and Add Exposure to #Japan; $TOPIX continues to hold above 5-month support at 2200-2215. Next down supports being tested at 4000...
475 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Spike, Erajaya's Ramp-Up, and Leader Energy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
416 Views