Tenaga Nasional Placement - Has Sold Before but past Deals Haven’t Done Much
Khazanah is looking to raise up to US$300m via selling 1.5% of Tenaga Nasional (TNB MK). In this note, we talk about the deal dynamics.
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The Week That Was in ASEAN@Smartkarma - Indofood's On Track, ROTI's Rising, and BliBli's Omnichannel
The past week has seen insights on Indofood CBP Sukses (ICBP IJ), PT Nippon Indosari Corpindo (ROTI IJ), Global Digital Niaga (BELI IJ), OCBC (OCBC...
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MKH Berhad - Soft Patch in Property, Plantation Profits
We cut our FY24F net profit forecast by 11%, lower our TP by 2% to RM2.11 (from RM2.15) but maintain our OUTPERFORM call.
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MKH Berhad - Stronghold in Kajang and Kalimantan
MKH is a prominent property player in Kajang, focusing mainly on affordable houses with strong emphasis on transit-oriented development (TOD) which...
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Seeing the Forest for the Trees in Malaysia - Country Garden
We visited Forest City in Iskandar Malaysia over the weekend following reports of the Chinese government's order for Country Garden Holdings Co...
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