Welcome to Bursa Malaysia/KLSE Research Summary

Welcome to Bursa Malaysia/KLSE Research Summary

Monday, June 30, 2014

Research Summary: 30 June 2014

Research Summary: 30 June 2014

Research House
Type
Company/Sector
Report Title
Rating/Call
Target
RHB
Strategy
SCORE
Land of the Hornbill SCOREs with investors
 
 
RHB
Company update
Faber
Synergy to drive growth
Neutral
RM3.36
RHB
Results review
Yinson
Transformation completed
Neutral
RM2.70
RHB
Company update
KKB Engineering
Ready to join the Oil and Gas bandwagon
Neutral
RM2.43
RHB
Company update
Hock Seng Lee
Building Sarawak’s Future today
Neutral
RM1.99
RHB
Company update
Cahya Mata Sarawak
Getting set to score big
Buy
RM4.06
RHB
Company update
Bintulu Port
Samalaju Port making progress
Neutral
RM7.25
RHB
Company update
Sarawak Cable
Sarawak’s powerhouse
NR
N/A
RHB
Company update
Press Metal
All set for record earnings
Buy
RM3.94
CIMB
Eco update
Economic
New fuel subsidy system in Sep?
 
 
Maybank
Company update
MPHB
Quite a lot going on
Buy
RM2.54
Maybank
Company update
Sime Darby
REIT, a missing puzzle?
Buy
RM9.67
Maybank
Company update
AXIS REIT
Sime is buying Axis REIT Managers?
Hold
RM2.70
Maybank
Results review
Yinson
No surprises
Buy
RM3.03
Maybank
Technical
SEAL
 
Short-term buy
 
Kenanga
Results note
Yinson
Softer trading and transport in 1Q15
Underperform
RM2.31
Kenanga
Results note
United Malacca
FY14 within expectations
Outperform
RM7.65
Kenanga
Quick bites
Westports
Concession granted extension
Outperform
RM3.13

Research Summary: 27 June 2014

Research Summary: 27 June 2014

Research House
Type
Company/Sector
Report Title
Rating/Call
Target
RHB
Company update
Affin
Targets unchanged despite softer environment
Neutral
RM3.56
RHB
Company update
BIMB
Minor impact from new regulations
Buy
RM5.05
RHB
News flash
POS
New income stream from fuel subsidy
Buy
RM6.17
RHB
Results review
Gamuda
Tenders for MRT Line 2 in 2H2015?
Buy
RM5.61
CIMB
Results note
Gamuda
Bridge over troubled waters
Add
RM5.65
CIMB
Flash note
Tenaga
A slight buzzkill
Add
RM14.14
CIMB
Sector
Healthcare
Who benefits from rising costs?
Overweight
N/A
Maybank
Results review
Gamuda
Potentially another record year
Hold
RM4.45
Maybank
Company update
MPHB
Court of Appeal in MPHB’s favour
Buy
RM2.42
Maybank
Technical
SKP Resources
 
Short-term buy
 
Kenanga
Results note
Gamuda
Another record profit in the making
Outperform
RM5.52
Kenanga
Results note
Crescendo
Slow start, stronger quarters ahead
Outperform
RM3.15
Affin
Results nore
Gamuda
FG intervenes to resolve water deadlock
Buy
RM5.60

Research Summary: 26 June 2014

Research Summary: 26 June 2014

Research House
Type
Company/Sector
Report Title
Rating/Call
Target
RHB
News flash
Datasonic
To partake in fuel subsidy project
Buy
RM2.50
RHB
News flash
Prestariang
Private placement to raise RM70m-80m
Buy
RM2.25
RHB
Results review
Hai-O
In transition
Neutral
RM2.73
RHB
Company update
7-Eleven
On an expansion spree
NR
N/A
RHB
Company update
Pintaras Jaya
Investability improves
Buy
RM4.88
RHB
Results review
VS Industry
Lacks re-rating catalyst
Neutral
RM1.75
CIMB
Company note
7-eleven
Strong growth but priced in
Hold
RM1.85
CIMB
Flash note
Prestariang
Private placement a positive surprise
Add
RM2.23
Maybank
Company update
Petronas Chemicals
Oil price kicker to ASP
Hold
RM6.85
Maybank
Technical
Titijaya
 
Short-term buy
 
Kenanga
Results note
Hai-O
FY14 within expectations
Market perform
RM2.47
Kenanga
On radar
SKP Resources
Bouncing back
Trading buy
RM0.57
Affin
Results note
Hai-O
Long-term prospects remain intact
Add
RM3.01