Friday, February 3, 2017

► Sector Update – Plantation (NEUTRAL, maintain) - 2017 production should gradually improve


Today’s Highlights
    Sector Update – Plantation (NEUTRAL, maintain) - 2017 production should gradually improve
    Results Note – Public Bank (BUY, maintain) - Favourable 4Q16 results
    Economic Update - Malaysia - Manufacturing PMI - Malaysia's manufacturing PMI rises to 48.6 in January
    Economic Update – ASEAN Weekly Wrap - Some relief to Asean from global PMI and US Fed’s hold

Quick Bite
    MMC-Gamuda JV pay RM109m to settle arbitration proceedings; No material EPS impact

Outside Malaysia            
    US stocks little changed as utility gains offset phone shares
    Filings for US jobless benefits fell to 246,000 last week
    Draghi says openness is the EU’s strength in an uncertain world
    Carney braces for Brexit twists as inflation unease grows
    UK factories warn of mounting price pressures from weak pound
    Australia delivers record trade surplus on coal-iron price surge
    Singapore sees little growth in investment this year
    Oil retreats from one-month high as OPEC seen having to cut more

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