Hot Weather Related Stock
Dyce Lim, Research Analyst
Jun 01 2023
Reviewed By Charlie Yuan Ting Jing, CFA, CQF
Hot Weather Related Stock
| Category | Sub-Sector Benefited | Reason for Benefit | Potential Companies Leading In Malaysia |
|---|---|---|---|
| Retailer | Convenience store | Increased demand for cold beverages, ice cream, fresh produce, and other items that help them stay hydrated and cool during the heat. | MYNEWS, SEM, QL |
| Supermarket | AEON, CCK | ||
| Beverage | Beer/Alcoholic Beverages | Demand for refreshing treats and increased thirst and need for hydration to beat the heat | CARLSBG,HEIM, HARISON |
| BEVERAGES | PWROOT, ORGABIO, SPRITZER, F&N, NESTLE, BJFOOD, COCOLND | ||
| Ice Cream | JAG | ||
| Personal Care | Skincare | Protection from sunburn and harmful UV rays | EIG, NOVA, INNATURE |
| Health | Help alleviate common summer ailments like sunburn, dehydration, or heat exhaustion. | BESHOM | |
| Appliances | Electric Appliances and Home Appliances | Demand for cooling solutions in homes, offices and mails | SENHENG, KHIND, PANAMY, PENSONIC, MILUX, GUH (PCB), FIAMMA, ACO |
| Water Dispenser | Dehydration | AMWAY | |
| Entertaiment | Gaming | people tend to spend more time indoors and engage in online activities, including online gaming, streaming, and browsing the internet, as a way to stay entertained and beat the heat. | BJASSET, OLYMPIA, RGB, MYTECH |
| Wifi | DIGI, MAXIS, AXIATA,TM, TIMECOM, REDTONE | ||
| Leisure | Travelling | it offers cooler temperatures and a refreshing escape from the heat due to its higher elevation. | GENTING, GENM |
| Water Theme Park | Seeking outdoor recreational activities | EUPE, IBHD, SUNWAY, GAMUDA | |
| Resort | Hot weather encourages outdoor activities, and resorts are well-positioned to offer a wide range of recreational options. | ASB, AVI, BJCORP, BJLAN, GENM, INCKEN, KSENG, KSL, LANDMRK, PMHLDG, SHANG, SUNWAY, TANCO, CHHB | |
| Energy | Independent Power Producer (IPP) | Hot weather increases electricity demand for cooling, leading to higher energy consumption. | MALAKOF, MFCB, RANHILL, SCABLE, TENAGA, YTLPOWR |
| Renewable Energy | Solar power generation is more efficient during hot weather due to abundant sunlight, resulting in increased renewable energy production. | BOILERM, BSLCORP, CAMRES, CEPAT, COMCORP, FITTERS, JAYCORP, KPOWER, PA, CITAGLB, VSOLAR, SLVEST, PEKAT, RENEUCO | |
| Solar | Hot weather encourages greater utilization of renewable energy sources, such as solar power. | BSLCORP, CYPARK, GREATEC, PA, PESTECH, TEKSENG, TRIVE, SLVEST, FAST, SUNVIEW, RENEUCO, SAMAIDEN | |
| Utilities | DKLS, NADIBHD | ||
| Others | Food Delivery | People prefer the convenience of ordering food or shopping online from the comfort of their homes, avoiding the heat and potential discomfort of going out. | CAPITALA |
| E-commerce | CAELY | ||
| Sunglass | Higher demand for sunglasses to protect the eyes from the sun's glare and harmful UV rays. | FOCUSP | |
| Swimwear | Higher demand given more participation in water-related activities | PRLEXUS |
Author
This article is written by Dyce Lim, Research Analyst
Dyce is a research analyst in TED Optimus, tasked with researching and performing analysis on companies. She holds a Bachelor of Science in Financial Analysis Degree from Sunway University. During her time at Sunway University, She has participated in the CFA Research Challenge 2019/2020 and won second runner-up in the event. She is also a CFA Level 2 candidate. She is an in-house author of TED Optimus.
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