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) OpenMinds’ Jan Wong on Malaysia’s martech momentum, AI overload, and how poor tech stacks are breaking brands mid-campaign.

12:00 PM

Popcorn Culture

(REPEAT) A review of The Fantastic Four’s arrival in the MCU, followed by a discussion about characters that have been played by different actors.

1:00 PM

Cruise Control

(REPEAT) If you're in the market for a used, old school sports sedan, should you consider the Mitsubishi Lancer GT, or the Proton Inspira? Daniel Fernandez from dsf.my shares his thoughts!

2:00 PM

Matt-Splained

(REPEAT) Matt and Rich take their digital paranoia a step further, covering border controls, burner phones and authoritarian apps.

3:00 PM

Earth Matters

(REPEAT) The Malaysian Food Sovereignty Forum warns against proposed changes to the Protection of New Plant Varieties Act and the Plant Seed Quality Bill, citing a lack of engagement with farmers and civil society. FKMM Coordinator Nuritri Amir Bin Muhammad joins us to explain.

4:00 PM

Bar None

(REPEAT) We speak to Jeffrey Ross, the General Manager of Fresh Events Asia, ahead of the Redline Fitness Games, happening this weekend.

5:00 PM

BBC World Service

This episode of The Conversation features two women who are working in the field of robotics. What's life like in this industry?

PROGRAMMES