Steady But Don't Expect Outsized Capital Gains

Samuel Woo, Equity Research Analyst, MIDF

14-Oct-22 09:15

Steady But Don't Expect Outsized Capital Gains

Pause
Embed

The banking sector has been a steady performer. It was also an indirect beneficiary of Budget 2023 with incentives given for SMEs and the B40 group. While it will continue to benefit from more OPR hikes by BNM, a potential headwind is the eventual normalisation of OPR rates possibly in mid-2023. For more insights on this, we speak to Samuel Woo, Equity Analyst at MIDF.

Image credit: Shutterstock

Produced by: Chong Tjen San

Presented by: Shazana Mokhtar, Wong Shou Ning, Chong Tjen San

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: Corporates

Tags: budget 2023, belanjawan 2023, malaysian banking sector, opr hike, equity market,

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Carlos Casanova, Senior Economist, UBP tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Cleve V. Arguelles, Political Scientist talks about political developments in the Philippines.

7:45 AM

Morning Brief

Prof. Tricia Yeoh of the University of Nottingham Malaysia discusses the Dewan Rakyat’s Capitation Grant Bill 2026 and how the new population-based funding will work.

8:00 AM

The Breakfast Grille

Siti Safinah Salleh, CEO of the Energy Commission, discusses Malaysia's clean energy initiatives today and in the future.

8:30 AM

Morning Brief

Constitutional lawyer Lim Wei Jiet, discusses the new framework and structure governing the Public Prosecutor role.

8:45 AM

Morning Brief

Stephen Farnsworth, Professor of Political Science and International Affairs, University of Mary Washington talks about the US State of Union address.

9:00 AM

Opening Bell

(REPEAT) Carlos Casanova, Senior Economist, UBP tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

The Property Show

Datuk Ho Hon Sang, REDHA President discusses Malaysia’s resilient property market and 2026 outlook.

10:05 AM

Open For Business

11:00 AM

The Workplace

Jay Ar Juan, Co-Founder at Image Revamp

12:00 PM

Enterprise Explores

Anthony Raja Devadoss, Managing Director & Senior Client Partner, Korn Ferry Malaysia

1:00 PM

The Breakfast Grille Repeat

Siti Safinah Salleh, CEO of the Energy Commission, discusses Malaysia's clean energy initiatives today and in the future.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Earth Matters

4:05 PM

Health & Living

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Big Issue

7:00 PM

Stories of KL

Healing on the Hills

8:00 PM

Cruise Control

PROGRAMMES