Plantation sector
Maintain neutral: The Sabah government, with 1.54 million hectares (ha) of oil palm planted areas, has ordered estates and mills in six districts to shut until April 14, after some workers tested positive for Covid-19. The shutdown affected nearly 75% of ...

Higher CPO prices may mitigate plantation’s falling production

SCGM Bhd
(April 1, RM1.23)
Maintain trading buy with an unchanged target price of RM2.20: We attended a conference call on Tuesday (yesterday) hosted by SCGM Bhd's management with more guidance on the newly established healthcare protection gear business obtained. W...

Double-digit profit margins seen from face mask ops for SCGM

CCK Consolidated Holdings Bhd 
(March 27, 38 sen)
Maintain outperform with an unchanged target price of 79 sen: In line with the rout in global equity markets, most local stocks have also seen sharp declines in share prices over the last two weeks due to the mo...

CCK Consolidated expanding, robust sales expected to lift 1QFY20

Uzma Bhd
(March 19, 33 sen)
Maintain neutral with a target price of 57 sen: Uzma Bhd reported that its subsidiary, Setegap Ventures Petroleum Sdn Bhd, had secured a contract from ExxonMobil Exploration & Production Malaysia Inc (EMEPMI), though no value was disc...

Uzma’s strength seen in EMEPMI job win amid sector crisis

Plantation sector
Downgrade to neutral: Crude palm oil (CPO) prices had seen a strong recovery since August 2019 after a lacklustre performance for two years as markets were anticipating a sharp decline in fresh fruit bunch (FFB) production due to prolonged dry weather and...

More palm oil output recovery seen in coming months

Healthcare sector 
Maintain overweight: With over 120,000 confirmed Covid-19 cases in 114 countries as at the time of writing, the World Health Organization has declared the virus outbreak a pandemic. The tally in Malaysia has thus far reached 149 cases. The ministry ...

Possibility seen for private sector to provide Covid-19 diagnostic test

Magni-Tech Industries Bhd
(March 10, RM2.03)
Maintain outperform with a lower target price of RM2.80: Magni-Tech Industries Bhd’s third quarter ended Jan 31, 2020 (3QFY20) revenue grew marginally by 1.5% year-on-year (y-o-y) to RM313.5 million while its net profit f...

2020 likely to fuel growing demand for Magni-Tech’s sportswear

Oil and gas sector 
Downgrade to neutral: The outcome of last week’s Opec+ meeting surprised the market with no conclusion on further supply cuts made after the expiry of the current agreement on March 31. It was reported that the Opec group led by Saudi Arabia propos...

Crude oil supply glut seen with expiry of Opec+ agreement

ACO Group Bhd 
Derive a fair value of 31 sen: With Malaysia as its principal market, ACO Group Bhd, through its subsidiaries, is principally involved in the distribution of electrical products and accessories for third party brands as well as its own brands specialisi...

ACO strength seen in product range

Real estate investment trust sector
Maintain neutral: Bank Negara Malaysia (BNM) decided to reduce the overnight policy rate (OPR) by 25 basis points to 2.5% at Tuesday’s Monetary Policy Committee meeting in view of global economic conditions having weakened in the recent ...

REITs likely to see marginal earnings impact from OPR cut

As Malaysia stands on the threshold of a new era of global competitiveness, the concept of becoming an “innovation nation” has never been more relevant.

At its core, it represents a society where creativity, technology and knowledge converge to drive economic growth, solve societal chal...

Insight: Charting a path to becoming an innovation nation

Discussions about artificial intelligence (AI) and generative AI (Gen AI) often raise more questions than answers. Questions like “Is the AI investment bubble about to burst?”, “Is the market headed for a technological correction?” and “Will AI really lead to job losses?” are top of mind, especia...

Generative AI: Shaping the future

January

2 Prime Minister Datuk Seri Anwar Ibrahim launches the Central Database Hub (Padu), a database containing individual and household profiles of citizens and permanent residents in Malaysia, which will mainly be utilised for t...

Tech wrapped 2024

When someone mentions Cyberjaya, many automatically equate it to technology and digital. This is because its origins date back to the nation’s Multimedia Super Corridor (MSC) initiative in 1997. This ambitious project is aimed at creating a high-tech environment to attract global tech giants, foster groundbreaking innovation and stimulate foreign direct investment (FDI).

Cyberjaya: A vibrant ecosystem for innovation

What the AI landscape will be like in 2025

The next frontier in the AI race: Scaling for impact

Running a business is never easy. It demands hard work and perseverance. But without opportunities, entrepreneurial dreams often remain unrealised.

For owners of micro, small and medium enterprises (MSMEs) and rural businesses — who make up 96.9% of businesses in the country — the chall...

Microfinance: Closing the loop

Malaysia stands at a defining moment in its semiconductor journey — an opportunity to reshape its future while building on its legacy as a manufacturing powerhouse. This is not just an evolution but a bold transformation — one that moves the country from beyond assembling components to becoming a...

Catalyst: Technology as the stepping stone for innovation

What was once a rather geeky and niche area of discussion, is no longer — data centres have now entered the mainstream. Thanks to the influx of billion-dollar investments into Malaysia, we are seeing a surge of interest in data centres, the technology that powers them, and what this means for the...

Centre Stage: Boon or bane, tough conversations on data centres must happen now

Stepping into Teringin @ Sri Ukay is akin to entering a traditional yet luxury village, where large homes are lined by 20ft driveways. Offering luxury living near the lush greenery of Bukit Antarabangsa in Selangor, Teringin @ Sri Ukay is an exclusive, low-density residential development comprising 24 semidees and a bungalow on 8.5 acres.

Luxury multigenerational living close to nature

The expansion of data centres is fuelling growth in related industries such as cybersecurity, network infrastructure and IT services. To meet the challenges of managing sensitive data at scale, IT providers are introducing specialised solutions, including cloud migration, data optimisation and ma...

Powering Progress: Fuelling industrial growth

Azerbaijani President Ilham Aliyev said on Sunday that a passenger plane that crashed last week, killing 38 people, had been damaged by shooting from the ground in Russia, and he said some in Russia had lied about the cause of the disaster.

Azerbaijan's president says crashed plane was shot at from Russia

Mikheil Kavelashvili, a hardline critic of the West, was sworn in as president of Georgia on Sunday amid a political crisis after the government froze European Union application talks in a move that sparked major protests.

New Georgian president sworn in; predecessor says he is not legitimate leader

<div class="ceonothumb pb-5 imgw-800 mx-auto d-block"><img alt="" src="https://myassets.theedgemalaysia.com/pics/2024/20241223122306_PayNet-Strip2-IMG_20241223122306_IMG.jpg" /></div>

The rise of artificial intelligence (AI) has resulted in more frequent cybersecurity attacks, forcing cybersec...

Offence And Defence: The new arms race in cybersecurity

The expansion of data centres is fuelling growth in related industries such as cybersecurity, network infrastructure and IT services. To meet the challenges of managing sensitive data at scale, IT providers are introducing specialised solutions, including cloud migration, data optimisation and ma...

<h2>January</h2>

2 Prime Minister Datuk Seri Anwar Ibrahim launches the Central Database Hub (Padu), a database containing individual and household profiles of citizens and permanent residents in Malaysia, which will mainly be utilised for t...

Discussions about artificial intelligence (AI) and generative AI (Gen AI) often raise more questions than answers. Questions like “Is the AI investment bubble about to burst?”, “Is the market headed for a technological correction?” and “Will AI really lead to job losses?” are top of mind, especia...

As Malaysia stands on the threshold of a new era of global competitiveness, the concept of becoming an “innovation nation” has never been more relevant.

At its core, it represents a society where creativity, technology and knowledge converge to drive economic growth, solve societal chal...

What the AI landscape&nbsp;will be like in 2025

Quantum computing holds immense theoretical promise, but it has yet to prove to be significantly better than classical computing in practical, large-scale applications. Still, Hanhee Paik, head of IBM Quantum in Japan, compares its potential impact to the recent transformative rise of artificial ...

Quantum Computing: Tiny but mighty

Malaysia has long depended on low-skilled foreign labour to fill low-wage jobs that many locals avoid. These roles are often highly routine, and as the country seeks to reduce its reliance on foreign labour, automation is increasingly being seen as the key solution.

In 2022, the Interna...

Automation: Shifting to intelligent manufacturing

The private healthcare system is under scrutiny as public outrage over rising costs pressures the government to consider implementing a diagnosis-related group (DRG) system to ensure fairer hospital charges. Yet, the pursuit of cutting-edge treatments and more efficient care delivery remains an e...

Data Remedy: Striking a balance

Climate change has led to prevalent issues such as drought and severe flooding, prompting companies in the climate tech space to tackle these challenges in the hope of making a global impact.

The climate tech sector is experiencing rapid growth, driven by both homegrown companies and in...

Environment: Tackling the climate crisis with innovation and policy

Malaysia’s start-up ecosystem has seen a surge of support through various initiatives aimed at nurturing early-stage companies and helping them thrive in competitive markets. Key players, both government-led and private, have stepped up efforts to provide funding, resources and strategic guidance...

Toolkit: Initiatives to grow an innovation-led start-up ecosystem

Running a business is never easy. It demands hard work and perseverance. But without opportunities, entrepreneurial dreams often remain unrealised.

For owners of micro, small and medium enterprises (MSMEs) and rural businesses — who make up 96.9% of businesses in the country — the chall...

What was once a rather geeky and niche area of discussion, is no longer — data centres have now entered the mainstream. Thanks to the influx of billion-dollar investments into Malaysia, we are seeing a surge of interest in data centres, the technology that powers them, and what this means for the...

PublicInvest Research

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