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

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

David Dietze, Chief Investment Strategist at Dietze Wealth Management Group 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

Geetha Ranganathan, Senior Analyst at Bloomberg Intelligence shares her 2026 outlook for broadcasting and publishing companies in the US.

7:45 AM

Morning Brief

Dr Benjamin Loh, Monash University Malaysia talks about the government's banning of children 16 from using social media.

8:00 AM

The Breakfast Grille

Nicholas Lim Pinn Yang, CEO of Foodie Media Berhad talks about the company's upcoming listing on the ACE Market.

8:30 AM

Morning Brief

Faisal Aziz, Bersih Chairman, discusses the Sabah election campaign and measures to ensure it is fair and transparent.

8:45 AM

Morning Brief

Dr. Adrian Ang, Research Fellow at the S. Rajaratnam School of International Studies, discusses rising tensions around Taiwan with China and Japan and the geopolitical and trade implications for Asia.

9:00 AM

Opening Bell

(REPEAT) David Dietze, Chief Investment Strategist at Dietze Wealth Management Group tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

The Property Show

Theebalakshmi Kunasekaran of the Khazanah Research Institute and Cindy Chew of Thrive Well discuss the aims of Malaysia’s PPR public housing programme, its evolution, and the lived experiences and social support needs within PPR communities.

10:05 AM

Open For Business

Fong Min Hun, Founder, LitBooks

11:00 AM

The Workplace

Gan Hua Choon, Country Manager, Robert Walters Malaysia

12:00 PM

Enterprise Explores

Thenesh Kannaa, Executive Director, TraTax

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

Earth Matters

Experts from TRAFFIC and WWF-Malaysia explain the scale and complexity of Malaysia’s online shark and ray trade.

4:05 PM

Health & Living

How did a World No. 8 badminton player deal with an injury that set her back for months? Goh Liu Ying shares about the mental health struggles she faced.

5:00 PM

Top 5 at 5

6:00 PM

Big Issue

7:00 PM

Stories of KL

We speak to Isabella Pek about orchestras in Kuala Lumpur.

8:00 PM

Cruise Control

Daniel Fernandez, Managing Editor, dsf.my

PROGRAMMES