Research Summary: 24 June 2014
|
Research House
|
Type
|
Company/Sector
|
Report Title
|
Rating/Call
|
Target
|
|
RHB
|
Company update
|
MPI
|
Improving outlook triggers FV upgrade
|
Buy
|
RM6.23
|
|
RHB
|
Company update
|
Sime Darby
|
Buying Thai soybean crushing facility
|
Neutral
|
RM10.40
|
|
RHB
|
Company update
|
Unisem
|
Fairly valued for now
|
Neutral
|
RM1.56
|
|
RHB
|
News Flash
|
Perdana
|
Owing the first mega marine “hotels”
|
Buy
|
RM2.20
|
|
RHB
|
News Flash
|
Airport
|
Wins arbitration case
|
Buy
|
RM9.80
|
|
Maybank
|
Company update
|
Sime Darby
|
Buys a small Thailand refinery
|
Buy
|
RM10.30
|
|
Maybank
|
Company update
|
Perdana
|
On a fleet expansion drive
|
Buy
|
RM2.55
|
|
Maybank
|
Sector update
|
Plantations
|
Waning El Nino indicators
|
Neutral
|
N/A
|
|
Maybank
|
Technical
|
SEAL
|
|
Short-term buy
|
|
|
CIMB
|
Company visit
|
NAIM
|
Time to unlock more value?
|
NT
|
N/A
|
|
CIMB
|
Flash Note
|
Sime
|
Growing capacity in Thailand
|
Hold
|
RM9.85
|
|
CIMB
|
Flash Note
|
Perdana
|
Putting two and two together
|
Add
|
RM2.40
|
|
Kenanga
|
Quick Bites
|
CBIP
|
Guatemalan contract
|
Outperform
|
RM4.90
|
|
Affin
|
Flash Note
|
Perdana
|
Acquiring 2 accommodation work barges for US$84m
|
Add
|
RM2.08
|
|
Affin
|
Company update
|
Globetronics
|
On track for another record earnings in FY14
|
Buy
|
RM4.82
|
|
HL
|
Newsbreak
|
Airport
|
Winner of Maldives Airport arbitrage
|
Buy
|
RM10.55
|
|
HL
|
Newsbreak
|
Sime Darby
|
Expanding downstream footold
|
Hold
|
RH10.02
|
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