Reversal Of Fortunes For The Transportation Sector In 2023?

Ahmad Maghfur Usman, Equity Analyst, Nomura Malaysia

04-Jan-23 09:15

Reversal Of Fortunes For The Transportation Sector In 2023?

Pause
Embed

The transportation sector ended mixed for 2022 on Bursa Malaysia, with only Malaysia Airports chalking up gains of 10%. Meanwhile, developed markets such as the US and EU seem likely to face recession this year. While China’s reopening is positive, there are also concerns on bottlenecks, with rising Covid-19 cases and testing requirements. How should investors position for exposure to the transportation sector and which stocks they should buy? For insights, we speak to Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia.

Image credit: Shutterstock.com

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: markets, economy

Tags: transportation sector, aviation sector, 2023 outlook, china reopening, developed markets,

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) We explore the move from “prime time” to “scroll time” with Amin Ashaari, Co-Founder of SoyaCincau.

12:00 PM

Just For Kicks

(REPEAT) After the North London Derby, Arsenal will now have to face Liam Rosenior's Chelsea. Will they pass this test? Our pundits share their thoughts and look ahead to the weekend's games.

1:00 PM

A Bit of Culture

(REPEAT) Kam, Michael Gong and Sudais Ferhard get together to talk about Nostradamus, revenge of the nerds and Seedance videos that are wildly popular now.

2:00 PM

Ringgit & Sense

(REPEAT) Yuvarajan Periyan, licensed financial planner and co-founder of Uno Advisers talks about 'Pig Butchering' scams.

2:30 PM

The Property Show

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

3:00 PM

Best of The Bigger Picture

(REPEAT) We often hear about neighbourhoods being evicted, houses being torn down and communities organising against the state government or private developers. In this episode, we discuss the politics of eviction in Malaysia.

4:00 PM

Best of Evening Edition

(REPEAT) A Skeptic’s Take on the Epstein Files

5:00 PM

BBC World Service

The Life Scientific speaks to neuropsychologist Professor Julia Simner, who runs the Multisense lab at the University of Sussex and has pioneered research into understanding how special brains process our sensory world in special ways.

PROGRAMMES