Disappointing Q2 for MMHE

MMHE's Q2 results were somewhat disappointing, with net profit falling 14% to RM48m. Arhnue Tan, Analyst at Alliance Research tells us about the atmosphere at yesterday's fund managers' briefing as well as the following: - update on Malikai TLP, the first such floating solution to be deployed in Malaysia - details of RM4.5bn new projects that MMHE is bidding for - how MMHE could best utilise its 50% spare yard capacity - downgrade of MMHE to sell at RM3.34, so what investors should switch into instead. See omnystudio.com/listener for privacy information.