BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Steady But Don't Expect Outsized Capital Gains

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

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 2023belanjawan 2023malaysian banking sectoropr hikeequity market





Play / Pause

Listen now : BFM 89.9 -- The Business Station

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

Dilin Wu, Research Strategist, Pepperstone 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

Dr. Deborah K. Elms, Head of Trade Policy, Hinrich Foundation talks about the US initiating investigations into a number of economies.

7:45 AM

Morning Brief

Nigel Wong, President of MATTA, weighs in on the impact of Middle East tensions on Malaysia’s tourism sector.

8:00 AM

The Breakfast Grille

Datuk Benson Lau, Managing Director of Varia Berhad discusses plans to turn the firm into a property developer and reach a RM1 billion market cap by early next year.

8:30 AM

Morning Brief

We break down the day’s top news with expert insights.

8:45 AM

Morning Brief

Datuk William Ng, Chairman of the Small and Medium Enterprises Association (SAMENTA) discusses how SMEs are coping with rising Middle East tensions.

9:00 AM

Opening Bell

(REPEAT) Dilin Wu, Research Strategist, Pepperstone tells us where international markets are heading.

9:15 AM

Opening Bell

Aidan Yao, Senior Investment Strategist, Asia, Amundi talks about investment strategies.

9:35 AM

What's The Focus

We wrap up the week’s biggest conversations to keep you in the know.

10:05 AM

Open For Business

Muns and Pareesha, Co-Founders, The Wedding Diaries

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop

12:00 PM

Enterprise Explores

1:00 PM

Breakfast Grille (REPEAT)

Datuk Benson Lau, Managing Director of Varia Berhad discusses plans to turn the firm into a property developer and reach a RM1 billion market cap by early next year.

2:05 PM

Discovery Hour

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

3:05 PM

Front Row

Tune in to find out about the latest happenings in the local arts scene, and get the lowdown on the best shows and exhibitions in town.

3:20 PM

Front Row

Tune in to find out about the latest happenings in the local arts scene, and get the lowdown on the best shows and exhibitions in town.

4:05 PM

Health & Living

Doctor in the House

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

Popcorn Culture

7:00 PM

Just For Kicks

8:00 PM

Bar None

9:00 PM

The Selector