External broker reports(aggregated public sources), Hong Leong Investment Bank Berhad

Hong Leong Investment Bank Berhad

External broker reports(aggregated public sources)

Hong Leong Investment Bank Berhad operates as an investment banking company. The Company provides debt and equity funding, private debt securities issuance, merger and acquisitions, initial public offerings, corporate restructuring, and stockbroking services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Post management update, we remain positive on Sime’s outlook, underpinned by the continued strong Industrial segment (especially Australia) with RM4.7bn orderbook.</li><li>While China motors segment may remain weak (due to pricing discount competitions) in the near term, management guided demand for other markets remain encouraging with sustainable margins.</li><li>Sime has also seen material uptake of EV sales within the group. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Post management update, we remain positive on Sime’s outlook, underpinned by the continued strong Industrial segment (especially Australia) with RM4.7bn orderbook.While China motors segment may remain weak (due to pricing discount competitions) in the near term, management guided demand for other markets remain encouraging with sustainable margins.Sime has also seen material uptake of EV sales within the group. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sime Darby - Backed by Australia Industrial Segment

External broker reports(aggregated public sources), Kenanga Investment Bank Bhd

Kenanga Investment Bank Bhd

Established for more than 45 years, Kenanga Investment Bank Berhad is a financial group in Malaysia with extensive experience in equity broking, investment banking, treasury, Islamic banking, listed derivatives, investment management, wealth management, structured lending and trade financing. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul>
<li>SIME has proposed to divest its entire stake in Weifang Port companies for RMB1.92b (MYR1.27b) cash, marking its full exit from the non-core seaport business.</li>
<li>We view the exit positively, in line with SIME’s strategy to redeploy capital to its core Automotive and Industrials businesses.</li>
<li>We keep our FY22E/FY23E earnings forecasts for now. Reiterate OP. We keep our SoP-TP unchanged at RM2.60</li>
</ul>
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.


SIME has proposed to divest its entire stake in Weifang Port companies for RMB1.92b (MYR1.27b) cash, marking its full exit from the non-core seaport business.
We view the exit positively, in line with SIME’s strategy to redeploy capital to its core Automotive and Industrials businesses.
We keep our FY22E/FY23E earnings forecasts for now. Reiterate OP. We keep our SoP-TP unchanged at RM2.60

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sime Darby Berhad - Exiting Seaport Business

External broker reports(aggregated public sources), TA Securities Holdings Berhad

TA Securities Holdings Bhd

<div class="content-highlight">Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</div>

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Malaysia

Sime Darby Berhad is an investment holding company. The Group's principal activities include plantations, property development, heavy equipment and motor vehicle distribution, and energy and utilities.

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Sime Darby (SIME MK)

Sime Darby - Backed by Australia Industrial Segment

Post management update, we remain positive on Sime’s outlook, underpinned by the continued strong Industrial segment (especially Australia) with...

Hong Leong Investment Bank Berhad

Sime Darby Berhad - Exiting Seaport Business

SIME has proposed to divest its entire stake in Weifang Port companies for RMB1.92b (MYR1.27b) cash, marking its full exit from the non-core...

Kenanga Investment Bank Bhd

Riding on The Growth of China

Buy Sime Darby Berhad: Riding on The Growth of China. - By: TA Securities Holdings Bhd

TA Securities Holdings Bhd

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