Market Watch

Net profits for SKP Resources rose 94% y-o-y in FY16, with further upside seen from additional capacity coming in from an extension to its plant in Senai, Johor. Key customer risk is also seen for its main customer Dyson, which contributed 55% of it's revenue in FY16.  See omnystudio.com/listener for privacy information.

Movements in the Mexican Peso has recently been correlated to Trump's popularity. With the strengthening of the Peso coming on the back of the second presidential debate, is Trump on the way out? Listen to Joe Quinlan of US Trust BoA Wealth Management discuss this and more. See omnystudio.com/listener for privacy information.

An extension to Press Metal Bhd's smelter plant in Samalaju, as well as a JV with its China partner will add to its production capacity and streamline operating margins. Demand for aluminium is expected to remain buoyant, driven by the automotive sector in Japan & Korea.  See omnystudio.com/listener for privacy information.

Kingsley Jones of Jevons Global, discusses upcoming US corporate earnings, "value" in the energy sector, the US Presidential race and Fed rate policy. See omnystudio.com/listener for privacy information.

Following its semi-annual analyst briefing, RHB Research is maintaining its BUY call on Kimlun Corp with a higher target price of MYR2.39. Further upside is seen from its exposure to the Klang Valley MRT project and government's wider initiative to push for the usage of industrialised Building System (IBS) in the industry. Wider risks related to a possible slowdown in Iskandar,Johor may affect Kim...

Tim Mulholland thinks it's not time yet to get into European banks despite their cheapness but US stocks are looking pretty expensive for an unusual reason. See omnystudio.com/listener for privacy information.

Duty-free retail operator, DFI Ltd earnings rose 28% y.o.y with further upside also seen from its recent tie-up with Heinemann that is expected to add to earnings contribution. Overhangs from the outbreak of Zika may still weigh down on sentiment & consumer spending. See omnystudio.com/listener for privacy information.

Astro's earnings declined 8.6% y.o.y to RM126m, dragged down by higher content costs & broadcast of sporting events like Euro 2016. Its home-shopping segment is also making grounds, increasing 86% y.o.y, proving its popularity among consumers. Adding to its existing nine radio stations, Astro recently bought two additional new radio station licences from Star Media Group for approximately RM42...

Core net profit for 1H'16 in the construction sector fell 14% y.o.y as earnings contribution have yet to trickle down to the bottom line. Chee Wei also expects development expenditure to be maintained in Budget 2017 benefiting construction players. Today's top picks include Gamuda, Sunway Construction, WCT and Gabungan AQRS. See omnystudio.com/listener for privacy information.

The Institute for Supply Management (ISM) reports that the manufacturing index rose to 51.5 in September 2016. Listen to Joe Quinlan of US Trust-BoA Private Wealth Management explain how this expansion will impact US policy makers. See omnystudio.com/listener for privacy information.

OPEC has finally agreed to cut production, resulting in a surge in oil prices as well a sharp strengthening in key ASEAN currencies. We speak to Woon Tian Yong, Investment Analyst, Phillip Futures to see whether this is a temporary or permanent phenomenon. See omnystudio.com/listener for privacy information.

Energy stocks rose sharply following OPEC's decision to freeze production. Analysts were sceptical about the deal, but traders were more positive highlighting market contradictions. Mikio Kumada is also bullish on increase in infrastructure spending in China, supported by industrial profits which grew at its fastest pace in 3 years. However, negative factors relating to Deutsche Bank lingers and c...

As Singapore's oil & gas sector reels from the aftershocks of Swiber, there are still opportunities in the industry for investors. The persisting oil glut will benefit storage facility operators. Today's top pick is  Sembcorp Industries. See omnystudio.com/listener for privacy information.

The Organisation of Petroleum Exporting Countries (OPEC) has reportedly struck a deal to cut crude output at its November meeting in Vienna. However traders are debating the efficacy of this proposal. Ben Le Brun, Market Analyst at Options Xpress weighs in on the deal. See omnystudio.com/listener for privacy information.

Mohshin Aziz, Analyst at Maybank Investment Bank, discusses the realities of the newly introduced Passenger Service Charge (PSC) and its impact to local airports and airline related industries in the country. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer, Landor & Fuest Capital Managers in New York looks at how markets have reacted to the first US presidential debate, and weighs in on Deutsche Bank's dramatic share price fall. What is the market saying about the odds of state support by Germany? Listen to the podcast to find out. See omnystudio.com/listener for privacy information.

In line with Environmental, Social and Governance-driven investment principles, Chris Eng of Etiqa Insurance and Takaful discusses the importance of taking corporate governance into consideration when making ESG-driven investing decisions.  See omnystudio.com/listener for privacy information.

Donald Trump and Hillary Clinton meet for the first of three rounds of the presidential debate today. Joe Quinlan of US Trust BoA shares his conjectures on how the markets would react following this debate. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities discusses key elements to look out for in the equity market, as we move into the final quarter of the year. See omnystudio.com/listener for privacy information.

Admit it, maybe you're a little tired of all the flip-flopping from Yellen and Co. Tim Mulholland, President of TJM Limited explains why the Federal Reserve is slowly losing credibility in the markets and what they must do to restore it. See omnystudio.com/listener for privacy information.

Singapore Airlines recorded a decline of  6.8% for its August passenger traffic figure, also its lowest  in 4 years . Load factors & yield are expected to deteriorate further resulting from the outbreak of Zika which peaked in September. Today's top pick  is Singapore Tech Engineering. See omnystudio.com/listener for privacy information.

The BOJ is introducing new monetary policies, and the US Federal Reserve might raise interest rates in December. Both these central banks wants to push up inflation rates. Listen to Ben Le Brun, Analyst at Options Express explain the effectiveness of these measures. See omnystudio.com/listener for privacy information.

Earlier this month, regulators fined Wells Fargo after it was discovered employees created at least 2 million fake accounts. Dodge Dorland, Chief Investment Officer at Landor & Fuest Capital Managers in New York shares his thoughts about the scandal. See omnystudio.com/listener for privacy information.

Targetted collection from Indonesia's tax amnesty effort would amount to 1.3% of GDP. The most successful, the Chilean tax amnesty only collected 0.62% of GDP. The Indonesian market's perceived expensiveness is also skewed by a few big cap stocks. See omnystudio.com/listener for privacy information.

Abel Goon, analyst at TA Securities discusses his stocks picks for the local auto sector. See omnystudio.com/listener for privacy information.