Research Summary: 20 June 2014
Research House
|
Type
|
Company/Sector
|
Report Title
|
Rating/Call
|
Target
|
CIMB
|
Results Note
|
SapuraKencana Petroleum
|
This is fab!
|
Add
|
RM7.00
|
CIMB
|
Sector Report
|
Autos
|
Drop in gear in May
|
Neutral
|
N/A
|
Kenanga
|
Company Update
|
OldTown
|
Laying foundation for the future
|
Market Perform
|
RM2.25
|
Kenanga
|
Results Note
|
Scientex
|
Long term outlook still intact
|
Outperform
|
RM6.34
|
Kenanga
|
Economic
|
Economic
|
Malaysia Interest Rate Outlook
|
|
|
Kenanga
|
Results Note
|
SapuraKencana Petroleum
|
1Q15 within expectations
|
Outperform
|
RM5.57
|
Kenanga
|
Technical
|
Sunsuria
|
|
Stopped-out
|
|
Kenanga
|
Technical
|
Infotec
|
|
Not rated
|
|
RHB
|
Sector Update
|
Auto
|
Decent sales
|
Neutral
|
N/A
|
RHB
|
Results Review
|
AEON Credit
|
Limited downside risk despite mixed results
|
Buy
|
RM18.70
|
RHB
|
Results Review
|
SapuraKencana Petroleum
|
Positive on stable results and EPCIC winner
|
Buy
|
RM5.33
|
RHB
|
Results Review
|
Scientex
|
Within expectations
|
Buy
|
RM7.19
|
RHB
|
Company Update
|
Pestech
|
MYR1.15m contract win from Tenaga to supply SDH
equipment
|
Neutral
|
RM5.93
|
Maybank
|
Results Review
|
SapuraKencana Petroleum
|
Results on track
|
Buy
|
RM5.30
|
Maybank
|
Company Update
|
OldTown
|
New distributors to drive growth
|
Buy
|
RM2.67
|
Maybank
|
Sector Update
|
Auto
|
2014 TIV growth forecast on track
|
Overweight
|
N/A
|
Maybank
|
Technical
|
Oversea
|
|
Short-term buy
|
|
TA
|
Results Update
|
SapuraKencana Petroleum
|
Boosted by maiden contribution from Newfields
|
Buy
|
RM5.92
|
TA
|
Company Update
|
Gamuda
|
Acquired 20% stake in KESAS from PNB
|
Buy
|
RM5.19
|
TA
|
Sector Update
|
Auto
|
Weak TIV in May
|
Neutral
|
N/A
|
TA
|
Results Update
|
Scientex
|
9MFY14 net profit grew by 24.5% yoy
|
Buy
|
RM6.68
|
Hong Leong
|
Results Update
|
SapuraKencana Petroleum
|
Integration of Newfield asset
|
Buy
|
RM5.52
|
Hong Leong
|
Company Update
|
OldTown
|
Expansion mode still on
|
Hold
|
RM2.29
|
Public
|
Company Update
|
TRC Synergy
|
Ara Damansara mixed development in Q4
|
Neutral
|
RM0.54
|
AM
|
Company Report
|
SapuraKencana Petroleum
|
Strong 1QFY15 with fresh RM1.3bil EPCIC contract
|
Buy
|
RM5.70
|
AM
|
Company Report
|
Pavilion REIT
|
Focusing on AEIs
|
Hold
|
RM1.40
|
AM
|
Company Report
|
Gamuda
|
Third time’s the charm
|
Buy
|
RM5.25
|
Affin
|
Results Note
|
SapuraKencana
|
Good results, US$415m contract wins, maintain BUY
|
Buy
|
RM5.45
|
Special thanks to Siao Ping to supply the research reports.
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