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 : Discovery Hour: An eclectic selection of BBC shows, curated with variety in...

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

Vishnu Varathan of Mizuho Bank 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

Maybank economist Brian Lee unpacks Indonesia’s stock market meltdown and the outlook for the country’s economy.

7:45 AM

Morning Brief

Dr. Consilz Tan, Centre for Market Education discusses the impact of a proposed Urban Renewal Act.

8:00 AM

The Breakfast Grille

Tshering Tobgay, Prime Minister of Bhutan.

8:30 AM

Morning Brief

Marhalim Abas, a freelance writer on defense & national security issues weighs in on Defence Ministry the delays in defense procurement.

8:45 AM

Morning Brief

(REPEAT) Dr. Consilz Tan, Centre for Market Education discusses the impact of a proposed Urban Renewal Act.

9:00 AM

Opening Bell

(REPEAT) Vishnu Varathan of Mizuho Bank us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) Maybank economist Brian Lee unpacks Indonesia’s stock market meltdown and the outlook for the country’s economy.

9:35 AM

Ringgit & Sense

Annie Hor, Harveston Capital discusses the costs of putting a child through primary school.

10:05 AM

Open For Business

Kairous Capital's Cross-Border Investment Strategy and Future Outlook

11:00 AM

Tech Talk

Adriana Kamelia, Co-Founder, CloudSec LLC

12:00 PM

Enterprise Explores

Unpacking Ops Sky: Crackdown on Fraudulent Loan Syndicate

1:00 PM

The Breakfast Grille Repeat

Our flagship show, we feature both game-changers and groundbreakers in the hot seat.

2:05 PM

Discovery Hour

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

3:05 PM

Beyond the Ballot Box

An activist shares how they’re on the receiving end of lawsuits simply for seeking justice for workers.

4:05 PM

Health & Living

Circumcision is a practice that is both familiar and mysterious in the Malaysian culture. We speak to a paediatric surgeon to clear up fears and misconceptions about circumcision.

5:00 PM

Top 5 at 5

6:00 PM

Talkback Thursday

8:00 PM

BBC World Service