Research Summary: 17 July 2014

Research Summary: 17 July 2014

Research House	Type	Company/Sector	Report Title	Rating/Call	Target
Maybank	Results review	Tenaga	Improving operational trends	Buy	RM14.00
Maybank	Company update	Public Bank	To fully own VID Public Bank	Sell	RM19.20
Maybank	Sector update	O&G, Property	Key takeaways from Corporate Day
Maybank	Eco highlights	Economics	CPI June 2014: Staying above 3%
Maybank	Technical	MMSV		Short-term buy
RHB	Results review	Tenaga	Another decent quarter	Buy	RM13.75
RHB	Results review	Hua Yang	Progress billings continue to drive earnings	Buy	RM2.70
RHB	Company update	SKP Resources	Positive surprises in store	Buy	RM0.75
RHB	Eco highlights	Economics	Inflation inched higher to 3.3% yoy in June, BNM could raise OPR again in 1H2015
CIMB	Results note	Tenaga	Time to fund another buzz	Hold	RM12.56
CIMB	Eco update	Economics	Inflation quickens to 3.3% in June
Kenanga	Company update	Redtone	Interesting tone ahead	Outperform	RM0.81
Kenanga	On radar	SCC	New premix catalyst	Not rated	RM1.68
Kenanga	Results note	Hua Yang	Steady results	Under review	Under review
Kenanga	Eco viewpoint	Economics	CPI: Increased by 3.3% in June
Kenanga	Results note	Zhulian	Still not the time	Market perform	RM3.08
Kenanga	Results note	Tenaga	9M14 results above expectations	Outperform	RM13.77