BFM 89.9

Podcast  >  Morning Run  >  Market Watch  >  Reversal Of Fortunes For The Transportation Sector In 2023?

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?

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:

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:  marketseconomy

Tags:  transportation sectoraviation sector2023 outlookchina reopeningdeveloped markets

Share this podcast

Play / Pause

Listen now : Opening Bell

Today’s Shows

6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

7:15 AM

Morning Brief

8:00 AM

The Breakfast Grille

Sanja Sarma, CEO, Asia School of Business

8:30 AM

Morning Brief

9:00 AM

Opening Bell

9:35 AM

Ringgit & Sense

10:05 AM

Open For Business

Cheryl Anne Low & Abhishek Bhattacharjee, Founders, NUDE The Zero Waste Store (Ikigai Enterprise)

11:05 AM

Tech Talk

Afizulazha Abdullah, CelcomDigi

11:35 AM

Tech Talk

Sheyantha Abeykoon, Boost

12:00 PM

Enterprise Biz Bytes

1:00 PM

The Breakfast Grille Repeat

Sanja Sarma, CEO, Asia School of Business

2:05 PM

Live & Learn

Law & Behold #50: Time for Reformasi of AUKU?

3:05 PM

Beyond the Ballot Box


4:05 PM

Health & Living

5:00 PM

The Evening Edition

5:35 PM

Today On Twitter

6:05 PM

Inside Story

7:05 PM

The Evening Edition

7:35 PM

Popcorn Culture - Supercut

Keanu Reeves

9:00 PM

I Love KL

10:00 PM

Back To Back