Company |
Note |
Industry |
EPMB |
Increased
revenue due to increased production to clear back log sales, higher profit
due to lower depreciation and amortization |
Auto Parts |
D&O |
Higher
revenue and gross margin expansion driven by increasing adoption of LED in
automotive design. Management had started filling up plant 2 capacity in Jan
2022, plant 3 is completing at the end of 2024. |
Auto Parts |
APM |
Immense
number of orders for interior and plstic division received from OEM customers
who sought to meet intense users demand for new vehicle that was previously
stifled due to FMCO.
Strong demand for leaf spring from replacement markets in Indonesia as
Indonesia government granted a temporary tax relief to revive its auto
industry. Inconsistent supply from competitors especially China and
anticipation of price hike has lead to customer stock piling.
The group is also increase material purchase especially steel bar in
anticipation of further price hikes and supply chain disruption. |
Auto Parts |
UMW Holdings |
Higher
car cales due to new model and longer sales tax exemption period. Better
demand for heavy equipment from construction activities |
Automotive |
MBMR |
Strong
profit come from normalised operating conditions at salesrooms and service
entre. Demand on Perodua, Volvo, Volkswagen, as well as commercial vehicle
Daihatsu Grandmas and Hino remain strong although sales colume is affected by
stock supply shortages. |
Automotive |
Ambank |
Better
loan growth, net interest margin expansion, lower cost to income ratio, lower
gross impaired loan |
Banks |
CIMB |
Lower
cost to income ratio, net interest margin expansion and rebounding loan
growth. Lower non interest income due to lower trading and FX gain |
Banks |
Affin Bank |
Improvement
in net interest margin, robust financing growth and lower impairment
allowances |
Banks |
Maybank |
Better
loan growth, net interest margin expansion, lower cost to income ratio, lower
gross impaired loan |
Banks |
Heineken |
Early
sell in for CNY and Q3 2021 11 weeks Covid closure |
Brewery |
Carlsberg |
Early
sell in for CNY and Q3 2021 11 weeks Covid closure. Malaysia recovery fast,
Singapore recovery slower |
Brewery |
Hume Cement
Industries |
Higher
sales volume and lower rebate of cement selling price |
Cement |
Malayan Cement |
Higher
result due to consolidating the accounts of companies purchased and higher
export for cement and clinker. |
Cement |
Karyon |
40.74%
increase in selling price of polymeric products |
Chemicals |
Texchem |
Improve
in food and restaurant division and also industrial division (manufacturing,
distribution and sales of textile auxiliaries) |
Chemicals |
Samchem |
Increase
in sales volume and selling price for chemical |
Chemicals |
Hextar |
Increased
revenue from newly acquired Specialty Chemical segment and improved
contributions from agriculture segment due to delivery of partial backlog
orders caused by supply chain disruption. |
Chemicals |
Engtex |
Increase
in market demand for metal products and better yield in tandem with the
increase in international and domestic metal prices.
Ibis Styles hotel located at Bandar Sri Damansara, which is closed
temporarily since May 2020 is expected to resume operation before June 2022. |
Construction |
MGB Bhd |
Construction
segment operating at full capacity without the restriction of movement
control order. Lower revenue and profit from property segment |
Construction |
Inta Bina |
Construction
segment operating at full capacity without the restriction of movement
control order. |
Construction |
Protasco |
Higher
periodic maintenance works awarded |
Construction |
United U-Li |
Higher
revenue and better profit margin for both cable support system division and
electrical lightning and fittings division after the easing of movement
control. |
Construction |
SBC Corp |
Pick
up in sales and construction activities as a result from the relaxation of
MCO |
Construction |
LBS Bina |
Good
property take up rate and rapid construction progress. |
Construction |
Sunway
Construction |
Resumption
of activities after MCO although high steel bar prices is draggin the profit
performance |
Construction |
UMS Neiken |
Stronger
demand from construction activities for its electrical wiring accessories
after the easing of MCO |
Construction |
Oriental Food |
Higher
local and export sales |
FMCG |
Harrisons |
Strong
sales in FMCG, building material and Engineering product. Decreased in
provision for slow moving goods, lower interest expense |
FMCG |
Cocoaland |
Softer
demand for contract manufacturing business but rising demand of in house
gummy. Higher demand from gummy, chocolate and biscuit during festive season. |
FMCG |
DKSH |
Organic
growth of existing clients and new clients secured. Increase revenue due to
market re-opening following the relaxation of SOP |
FMCG |
Kawan Food |
Rising
demand due to expansion of customer base particularly in mini market supply
chain and export sales in US and Asia market. |
FMCG |
Spring Art |
Resume
full production for the mfg of office and household furniture after the
easing of movement control. Increase of production efficiency by reducing
reliance on manpower via new equipment and price adjustment made increases
the revenue. |
Furniture |
Adventa |
The
business of supplying healthcare products to hospital increase, reflecting
the recovery of healthcare sector. December massive flood affected the supply
chain. |
Healthcare Products |
Pharmaniaga |
Increase
in logistics business due to distribution of vaccine and increase in sales of
Sinovac Vaccine accompanied with narrowing loss in Indonesia business due to
ongoing stock optimisation exervise and active payment collection.
The Halal insulin mfg plant is expected to commence operations by 2025. The
company plans to export Sinovac vaccine to coutnries that are facing vaccine
shortage. It is also finalising the agrement with MOH for the continuation of
its medical supply logistics services for another 10 years period. |
Healthcare Products |
BCM Alliance |
Stronger
result from the medical device distribution division. |
Healthcare Products |
Apex Health |
Improved
demand for products, successful market launches of newly developed products,
rapid sourcing and supply of new in demand healthcare products and rising
contract manufacturing orders. |
Healthcare Products |
TMC |
Expansion
Project at Thomson Hospital KD expected to begin operations in Q3 FY2022 (JFM
2022) |
Healthcare Provider |
Sam
Engineering |
Higher
sales in casing and aerostructures products for aerospace segment, stronger
demand from semiconductor and data storage customer for Equipment segment.
Beneficiary of aviation picking up demand from air travel recovery |
Industrial
Engineering |
Kobay |
Strong
demand from semiconductor and E&E industry for its precision metal mfg
segment, strong growth in its newly acquired pharmaceutical and healthcare
business (70% stake in Avelon). |
Industrial
Engineering |
Dancomech |
Higher
revenue contribution from material handling solution business at Jurong Port,
Singapore, new revenue stream from newly acquired E&E business, pent up
demand for metal stamping business |
Industrial
Engineering |
Foundpac |
Higher
revenue contribution from the new segment, Accessory cables; increase in
profit due to lower admin and general expenses of precision engineering and
laser stencils segments |
Industrial
Engineering |
HIL Industries |
Better
result from manufacturing segment (Plastic injection & moulding) due to
launch of new model (Myvi, Ativa); Better result from property development
segment, the Amverton project |
Industrial
Engineering |
JHM |
Higher
sales from automotive manufacturing segment (Tooling, machining &
stamping) |
Industrial
Engineering |
Ge-Shen |
Better
result from sheet metal stamping division and also onboarding of new
customer. However, supply chain bottleneck is faced with shortage in special
grade of plastic resins, steel and electronics components. Vietnam facility
turn from loss into profit. |
Industrial
Engineering |
Eita Resources |
High
voltage system segment revenue surge by 458% due to higher execution of
transmission sub-station projects. |
Industrial
Engineering |
Kellington
Group |
Higher
revenue recognition from Ultra High Purity (UHP) project in Singapore, China,
Malaysia and Taiwan. Higher revenue from process engineering dicision mainly
due to projects in Malaysia. Higher revenue from industrial gas division
mainly driven by higher sales of liquid carbon dioxide. |
Industrial
Engineering |
Syarikat
Takaful |
Higher
net wakalah fee income, higher sales from credit related products for family
takaful segment, higher profit income from investment on Islamic debt
securities and improvement in fair value gains due to equity market
performance |
Insurance |
Genting
Malaysia |
Higher
revenue from hospitality, leisure and gaming business after the lifting of
inter state travel. |
Leisure |
Metrod |
Pick
up in hospitality business, rising shipping cost and high copper prices put
pressure on margin although leading to a higher revenue |
Leisure |
MPHB |
Higher
income from credit business and lower modification loss on loans, increased
contributions from hotel operations |
Lending |
Tiong Nam
Logistics |
Stronger
sales from logistics segment and lower loss from hotel & dorm segment |
Logistics |
Konsortium
Transnational |
Increased
revenue in bus operation and construction activities |
Logistics |
Harbour Link |
Higher
freight rate and beter utilization of shipping space from Intra Asia trade.
Thea easing movement has resulted in
the increase of export oriented cargo columes from local mfg sectors as well
as the oil and gas sector. |
Logistics |
Shin Yang
Shipping |
Increase
of margin and shipment volume in shipping segments on bulk carriers and
container sectors. Newly acquired subsidiary, Melinau Transport Sdn Bhd added
RM 11.4 million revenue |
Logistics |
Media Chinese |
Resumption
of economic activity |
Media |
Media Prima |
Strong
advertising sales from early marketing campaigns for CNY festive period.
Revenue increased mainly driven by broadcasting segment. |
Media |
M'sia Smelting
Corp |
Higher
tin price and higher production. Pulau Indah new plant had reach 75% capacity
and will reach full capacity in 2022 |
Metals |
CSC Steel |
Significant
increase in steel price. Resumption of China real estate activities will
provide some support for regional steel price as well. |
Metals |
YKGI |
Higher
steel price and higher gross margin despite a lower sales volume |
Metals |
Lion
Industries |
Higher
selling price and volume of steel |
Metals |
PA Resources |
Better
result from aluminium extrusion and fabrication division due to savings from
economy of scale. |
Metals |
Chuan Huat
Resources |
Higher
selling margin from the holding stock in Chuan Huat Steel |
Metals |
Prestar |
Higher
product selling price and higher profit margin |
Metals |
PMB Technology |
Higher
selling price of metallic silicon. The outlook for metallic silicon rely on
two factors, the semiconductor shortage affecting the automotive industry and
China dual control policy to reduce energy intensity and to limit total
energy consumption |
Metals |
Chin Well |
Higher
average selling price and better profit margin for Fasteners and Wire
divisions following the increase in global wire rod price |
Metals |
Masteel |
Higher
global and doomestic steel prices |
Metals |
Melewar
Industrial |
Margin
expansion drive by higher average selling price but at reduced sales volume
exceeding 10%. The average unit selling price for both Cold Rolled and Steel
Tube segment was up more than 50%. |
Metals |
Ta Win |
Higher
copper price. New capacity and new business are progressing towards
commercial trial run in 2022. |
Metals |
Mycron Steel |
Margin
expansion drive by higher average selling price but at reduced sales volume
exceeding 10%. |
Metals |
Hibiscus
Petroleum |
Higher
oil price |
Oil |
Velesto |
Better
jack up rig utilization rate |
Oil |
Deleum |
Stronger
performance from Power & Machinery and Integrated Corrosion Solution
segments but offset by weaker performance from the oilfield services segment
mainly due to provision for doubtful debts |
Oil |
Petron |
Domestic
demand on fuels recovered and the company recorded higher sales volume |
Oil |
CI Holdings |
60%
increase in average olein prices had offset the 10% drop in FCL exported due
to shipment rollover and the shortages of freight lines |
Palm Oil Product |
Jaya Tiasa |
Higher
FFB prices, loss making timber division |
Palm Oil Product |
Genting
Plantation |
Higher
palm product prices compensated lower FFB production and lower sales volume
due to heavy rainfall. Interstate travel resumption has lifted result from
premium outlet, Indonesia new export ruling has supported demand for refined
palm products from Malaysia for the immediate term. Challenging outlook for
palm based biodiesel due to unfavourable palm oil- gas oil spread. |
Palm Oil Product |
Hap Seng
Plantation |
Stronger
palm product prices |
Palm Oil Product |
NPC |
Higher
palm product prices |
Palm Oil Product |
Innoprise
Plantation |
Higher
palm product prices |
Palm Oil Product |
Ayer |
Increase
in revenue recognition for proeprty development segment and higher palm
product prices |
Palm Oil Product |
Keck Seng |
Higher
selling price and quantity of refined oil sold. |
Palm Oil Product |
Ekovest |
Higher
FFB selling prices, higher toll traffic, lesser construction activities due
to lower supply of building materials |
Palm Oil Product |
Cam Resources |
Higher
production output and selling price of CPO and Palm Kernel |
Palm Oil Product |
MHC Plantation |
Increased
in FFB production volume and higher average selling price |
Palm Oil Product |
TSH Resources |
Higher
CPO prices |
Palm Oil Product |
CB Industrial
product |
Higher
revenue from special purpose vehicles and palm oil plantation segments.
Higher profit from refinery and special purpose vehicle segment and lower
loss by the palm oil plantation segment. |
Palm Oil Product |
Sarawak Oil
Palm |
Higher
palm product prices |
Palm Oil Product |
Riverview |
Higher
FFB selling prices |
Palm Oil Product |
Kretam |
Higher
CPO selling price |
Palm Oil Product |
Cepatwawasan |
Higher
selling prices for palm product |
Palm Oil Product |
IOI Corp |
Higher
selling prices for palm product |
Palm Oil Product |
PPB |
Better
result from Wilmar, lower loss for film distribution segment. However, higher
product and distribution cost affected consumer products and higher raw
material costs of flour, feed and maize products affected grain and
agribusiness |
Palm Oil Product |
Southern Acid |
Higher
palm product prices; Healthcare segment has yet to recover to pre pandemic
level. |
Palm Oil Product |
Teo Seng |
Improved
egg selling price and uplift of biological assets. However, higher maize and
soybean price lead to loss making in poultry farming segment. Profit is
boosted by strong animal health products and also disposal of right of use
assets. |
Poultry |
CAB Cakaran |
Higher
average selling price of broiler, higher sales generated for supermarket
division |
Poultry |
Lagenda
Properties |
Recognition
of higher completion of development work. |
Property |
NCT Alliance |
Stronger
take up rate of Grand Ion Majestics and rental received from Grand Ion
Delemen Commercial units |
Property |
Titijaya |
Stronger
sales from completed property and ongoing properties |
Property |
Iconic
Worldwide |
Higher
revenue recognition from property development segment and stronger result
from PPE Mfg segment |
Property |
Ideal United
Bintang |
Stronger
Property Take Up Rate |
Property |
Malton |
Lower
revenue for property division due to lower billings from Park 2 Residence @
Bukit Jalil, higher revenue for construction division due to higher work
progress of current projects |
Property |
SP Setia |
Higher
take up rate in Setia Alam, Bandar Kinrara, Singapore and Vietnam |
Property |
YNH Property |
Higher
profit due to a higher percentage of completion for both KL and Perak project
as a result of the open up of the construction sector |
Property |
Y&G Corp |
Higher
sales generated from Project Trifolio and Project Jenjarom with the Home
Ownership Campaign (HOC) |
Property |
Tambun Indah |
Higher
sales from Pearl City, Simpang Ampat |
Property |
Berjaya Food |
Resumption
of interstate travel, tourist and eating out culture boosted the revenue |
Retail |
Mr DIY |
Better
result due to easing of Covid Restriction. |
Retail |
MESB |
Higher
revenue and profit from retailing segment. Miroza leather operates a few
boutiques and over 270 consignment retail counters throughout premier
departmental store in Malaysia. Miroza owned the exclusive license to design,
source and market international brands such as Alain Delon and Pierre Cardin.
Miroza also holds the Alain Delon distribution rights in Indonesia. In
addition, Miroza has established its In-house brands, namely Giossardi and
Giamax. |
Retail |
Asia Brand |
Better
store sales and year end festive effect. |
Retail |
Padini |
Stronger
retail sales after the vaccination program accompanied with wage subsidy and
rental rebate |
Retail |
SDS |
Higher
revenue after the easing of movement control |
Retail |
Cheetah |
Higher
foot traffic after lifting of MCO and year end festive season |
Retail |
Teo Guan Lee |
Higher
foot traffic after lifting of MCO and year end festive season |
Retail |
EIG |
Higher
foot traffic after lifting of MCO. |
Retail |
Yoong Onn Corp |
Higher
retail sales and cost savings initiatives |
Retail |
Tomei |
Good
demand from retail segment and increase in demand from retailers replenishing
their stocks |
Retail |
Focus Point |
Higher
sales as a result of relaxation of the MCO |
Retail |
Aeon |
Higher
retail sales encouraged by relaxation of MCO but lower revenue from property
management services due to lower tenant sales |
Retail |
VSTECS |
Better
sales from consumer notebook and printer, better enterprise sales |
Retail |
Bonia |
Stronger
shopping mall traffic and higher ecommerce sales |
Retail |
Seven Eleven |
Resumption
of interstate travel, longer trading hours has lead to higher customer count,
higher average per store sales per day and same store sales growth. The
acquisition of The Pill House and Welings group contributed revenue of RM 260
million. Rolling our 7 Cafe store to tap the growth in fresh food category. |
Retail |
Radiant
Globaltech |
More
projects delivered from hardware segment and completion of software
implementation. More contribution from newly acquired subsidiaries in
software segment. Lower losses from Thailand subsidiary. |
Software |
Mesiniaga |
Higher
project deliveries due to easing of movement controls |
Software |
Iris Corp |
Higher
delivery of e-passport and e-ID and higher recognition of revenue in
accordance with MFRS 15 |
Software |
UPA |
Higher
sales for paper and plastic products (Diary and notepad) |
Stationary |
Elsoft |
Increase
in demand for smart device and automotive industry and absent of one off loss |
Technology Equipment |
Redtone |
Higher
result from Managed Telecommunication network services (MTNS) |
Telecommunication |
Focus Lumber |
Strong
sales and higher ASP. Strong demand from US. Plywood demand remain strong
based on housing statistics of US and forecast from Recreational Vehicle
Industry Association. The log supplies
may be tighter as state government lifted the log export ban effective 3
January 2022. |
Wood Product |
Eksons |
Higher
revenue and lower loss for plywood sector, lower revenue from property
segment |
Wood Product |
Evergreen
Fibreboard |
Higher
average selling price and sales volume from panel boards |
Wood Product |
Dominant |
Slow
down in market demand in the furniture industry but increased profit by
concentrating on the production of high margin products as well as effective
cost management |
Wood Product |