Research Summary: 23 June 2014
|
Research House
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Type
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Company/Sector
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Report Title
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Rating/Call
|
Target
|
|
CIMB
|
Eco Update
|
Economic
|
Inflation softens to 3.2% in May
|
|
|
|
CIMB
|
Sector
|
Oil & Gas
|
Vestigo pumps more fuel into RSCs
|
Overweight
|
N/A
|
|
CIMB
|
Flash Note
|
SapuraKencana Petroleum
|
Top of the barrel
|
Add
|
RM7.00
|
|
CIMB
|
Flash Note
|
Puncak Niaga
|
Take the cash and grow
|
Add
|
RM4.28
|
|
CIMB
|
Sector
|
Plantations
|
Downstream moves in Malaysia
|
Neutral
|
N/A
|
|
RHB
|
Company update
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CBIP
|
Buying more plantation land in Indonesia
|
Neutral
|
RM4.95
|
|
RHB
|
Results Review
|
NTPM
|
FY14 numbers well within expectations
|
Neutral
|
RM0.82
|
|
RHB
|
Note
|
Petronas Dagangan
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An O&G brand with long-term value
|
NR
|
N/A
|
|
RHB
|
Company update
|
MRCB
|
To finally acquire 100% stake in Lot 12
|
Buy
|
RM1.87
|
|
RHB
|
Visit Note
|
Selangor Properties
|
Owns a gold mine in Damansara Heights asstes
|
NR
|
N/A
|
|
RHB
|
Macro
|
Economic
|
Inflation moderated to 3.2% y-o-y in May
|
|
|
|
Maybank
|
Company update
|
MAS
|
Time is running out, tick tock
|
Sell
|
RM0.125
|
|
Maybank
|
Company update
|
OldTown
|
An extended Indonesian reach
|
Buy
|
RM2.67
|
|
Maybank
|
Eco
|
Economic
|
Malaysia CPI, May 2014 – Decelerating… for now
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|
|
|
Maybank
|
Technical
|
MNRB
|
|
Short-term buy
|
|
|
Kenanga
|
Sector Update
|
Water
|
The Saga in about to end
|
Overweight
|
N/A
|
|
Kenanga
|
Quick Bites
|
CBIP
|
Expanding plantation landbank
|
Outperform
|
RM4.80
|
|
Kenanga
|
Company update
|
IOI Corp
|
Big cap proxy to CPO price upside
|
Outperform
|
RM5.40
|
|
Kenanga
|
Quick bites
|
MRCB
|
PJ Sentral settlement with PKNS
|
Outperform
|
RM2.29
|
|
Kenanga
|
Company update
|
Puncak Niaga
|
Finally, the deadlock resolved
|
Outperform
|
RM4.30
|
|
Kenanga
|
Eco viewpoint
|
Economic
|
CPI – Moderagted to 3.2% in May
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|
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