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) David Lim, Founding Partner at TSF Law, joins Enterprise Explores to unpack the hard legal realities of founder-investor relationships.

12:00 PM

Popcorn Culture

(REPEAT) Bugonia + What’s the craziest movie you’ve ever watched?

1:00 PM

Cruise Control

(REPEAT) Nissan Serena e-POWER is one of the most pleasant MPVs that Daniel has driven. He shares more on the show.

2:00 PM

Matt-Splained

(REPEAT) This week, Matt and Roshan discuss Universal Basic Services and begin a two-part conversation on social resilience, post scarcity abundance, and the techno utopians battling to shape and profit from the future.

3:00 PM

Earth Matters

(REPEAT) As Silicon Island moves ahead, we explore what large-scale reclamation means for Penang’s environment, fisherfolk livelihoods, and the island’s development future with Andrew Han.

4:00 PM

Bar None

(REPEAT) BAM's secretary-general Datuk Kenny Goh joins the show to talk about our shuttlers' preparation ahead of the Thomas Cup, as well as the Tangkis 2030 initiative.

5:00 PM

BBC World Service

Ella Al-Shamahi talks to women in Switzerland and the UK about how job sharing can boost a career and bring many benefits to both work and home life.

PROGRAMMES