Monday, March 23, 2015

Affin Hwang Capital Daily Insight (LV) - 23 March 2015

Top Calls

Sector Update - Construction (OVERWEIGHT, maintain), Timber (NEUTRAL, maintain), Plantation (NEUTRAL, maintain)

- Sarawak: State of Opportunities

Our 2-day visit reaffirms Sarawak's status as a state of opportunities. RECODA is pushing ahead with key SCORE projects and promoting key sectors including timber and palm oil. While key projects such as hydro-electric plants, highways and other infrastructure offer contract opportunities, controlled harvesting will ensure the supply of logs, which are enjoying good demand and prices. In plantation, there is still available land for planters to grow land bank and FFB production.


Other Calls

Economy CPI

Headline inflation fell sharply to 0.1% yoy in February

Economy US Outlook Weekly Wrap (16 20 March 2015)

- USs leading indicators suggest moderating growth


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