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What’s on the table with CIMB Research – 22 Sept 2010

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1malaysia etp - 22 sept

What’s on the table Economic Transformation Programme – Roadmap to Vision 2020 Yesterday’s Open Day on the Economic Transformation Programme (ETP) held positive surprises for various sectors, especially construction, property, tourism and consumer and is particularly good news for Gamuda, YTL Corp, UEM Land and the Genting group. We are encouraged by Idris Jala’s enthusiasm […]

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What’s on the table with CIMB Research – 21 Sept

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construction - 21 Sept

What’s on the table Construction sector update – Things are looking up down south We came away from our visit to Iskandar feeling generally positive about its progress. While property is a more attractive investment theme for investors there, we are heartened by the likelihood of more construction/infrastructure jobs for Iskandar. This is positive for […]

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