Investment & Trading Events
21 March 2024
Synopsis:
The Malaysian oil and gas sector stands on the cusp of a significant upturn, buoyed by the expectation of sustained, elevated oil prices and a revitalized upstream services segment. As we move into FY24, the industry is poised to enter an upcycle, particularly benefiting small to mid-cap companies within the upstream services arena. This segment, characterised by its agility and specialised services, is identified as the prime candidate to outperform in the current year. Our upcoming talk will delve into the dynamics propelling these players to the forefront of the sector's growth, highlighting the strategic opportunities and challenges that lie ahead. With a keen focus on these underappreciated market participants, we aim to uncover the potential for outsized returns in an environment ripe for investment.
25 March 2024
Kenanga Research Morning Briefing