Seaport and Logistics Sector Update by Kenanga Research Main | Rakuten Trade Ideas 🎯
Seaport and Logistics SectorUpdate by Kenanga Research
Maintain Neutral call amidst global economic uncertainty, however there are bright spot in our domestic logistics!
Top picks:-
BIPORT (5032) Steady income stream from LNG business and growth potential from Salamaju Industrial port Target price RM6.00
SWIFT (5303) Market leading position 10% and higher margins 10% vs industry average 4% and warehouse business riding on domestic e-commerce Target price RM1.00
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