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) Nur Azre Abdul Aziz, Director of Strategic Partnerships at TikTok Shop Malaysia joins us to explore some of the real challenges of scaling an e-commerce platform.

12:00 PM

Popcorn Culture

(REPEAT) Reviews of the live action version of How to Train Your Dragon and Pixar's Elio, followed by a discussion on children's films you still love as an adult.

1:00 PM

Cruise Control

(REPEAT) We discuss whether the larger Malaysian population will be able to eventually afford EVs, and whether something will be done to address this.

2:00 PM

Matt-Splained

(REPEAT) Richard and Matt ponder about lessons Gen Z can learn in the midlife career meltdowns of the slacker generation.

3:00 PM

Earth Matters

(REPEAT) A historic moment for gibbon conservation in Malaysia: The first North Bornean Gibbon, Nabalu, was born in a Sabah rehabilitation center. Mariani Ramli, president and founder of the Gibbon Conservation Society, joins us to discuss the years of work behind this achievement.

4:00 PM

Bar None

(REPEAT) Former national tennis player Adam Jaya looks back at his career and shares the challenges that professional tennis athletes face.

5:00 PM

BBC World Service

This episode of The Conversation speaks to two women who are involved in the glassmaking industry.

PROGRAMMES