Research House
|
Type
|
Company/Sector
|
Report Title
|
Rating/Call
|
Target
|
RHB
|
Sector update
|
Plantation
|
July inventory climbs marginally
|
Overweight
|
|
RHB
|
Results review
|
AFG
|
Stronger earnings ahead but likely priced in
|
Neutral
|
RM4.95
|
RHB
|
Results review
|
Petronas Chemical
|
A better 2H14 for all
|
Sell
|
RM6.11
|
RHB
|
Company update
|
Mah Sing
|
Anchoring presence in Rantau
|
Trading buy
|
RM2.58
|
RHB
|
News flash
|
KLK
|
Acquiring Belgian Surfactant manufacturer
|
Neutral
|
RM26.00
|
RHB
|
News flash
|
CBIP
|
Proposes bonus and free warrants issue
|
Neutral
|
RM4.95
|
RHB
|
Results review
|
Takaful
|
1HFY14 no surprises despite RBCT
|
Buy
|
RM15.00
|
RHB
|
Results review
|
SUNREIT
|
Looking ahead to FY15
|
Neutral
|
RM1.42
|
RHB
|
Results review
|
KLCC-SS
|
Still growing steadily
|
Neutral
|
RM6.96
|
RHB
|
Eco highlights
|
Economic
|
Stronger Industrial Porduction and real GDP growth in
the 2Q, 2014 full-year GDP growth upgraded
|
|
|
RHB
|
Eco highlights
|
Economic
|
Manufacturing sales weakened further in June, as demand
conditions softened
|
|
|
CIMB
|
Eco update
|
Economic
|
IP points to robust GDP growth in 2Q14
|
|
|
CIMB
|
Results note
|
KLCC-SS
|
A small miss
|
Hold
|
RM6.40
|
CIMB
|
Results note
|
AFG
|
Swift loan growth spoilt by lower non-interest income
|
Hold
|
RM4.88
|
CIMB
|
Results note
|
SUNREIT
|
Better outlook ahead
|
Hold
|
RM1.40
|
CIMB
|
Flash note
|
PetGas
|
More stable now
|
Add
|
RM24.73
|
CIMB
|
Flash note
|
Mah Sing
|
Expanding to Seremban
|
Add
|
RM3.07
|
CIMB
|
Results note
|
Petronas Chemical
|
Ready to run
|
Add
|
RM7.70
|
CIMB
|
Sector update
|
Semiconductor
|
Riding o the internet of things
|
Overweight
|
|
Maybank
|
Company update
|
Mah Sing
|
Strong into affordable housing
|
Buy
|
RM2.72
|
Maybank
|
Company update
|
PetGas
|
All is well
|
Hold
|
RM23.50
|
Maybank
|
Company update
|
KLK
|
Buys a small downstream player
|
Hold
|
RM24.00
|
Maybank
|
Company update
|
TSH Resources
|
Proposes a 1-for-2 bonus issue
|
Hold
|
RM3.40
|
Maybank
|
Company update
|
Time dotcom
|
Another Trans-Pacific cable
|
Hold
|
RM5.00
|
Maybank
|
Eco update
|
Economic
|
IPI June 2014: another knock-out quarter
|
|
|
Maybank
|
Eco update
|
Economic
|
Manufacturing sales June 2014: slowing growth but
fundamentals intact
|
|
|
Maybank
|
Results review
|
AFG
|
Expect better NIMs ahead
|
Buy
|
RM5.50
|
Maybank
|
Results review
|
Petronas Chemical
|
2Q14 below expectations
|
Hold
|
RM6.90
|
Maybank
|
Results review
|
KLCC-SS
|
No earnings surprises
|
Hold
|
RM6.49
|
Maybank
|
Results review
|
SUNREIT
|
Above expectations
|
Hold
|
RM1.42
|
Maybank
|
Technical
|
KSL
|
|
Short-term buy
|
|
Kenanga
|
Eco viewpoint
|
Economic
|
IPI: Increased by 7.0%, on continued manufacturing
expansion
|
|
|
Kenanga
|
Results note
|
KLCC-SS
|
Good as usual
|
Outperform
|
RM6.90
|
Kenanga
|
Quick bites
|
TSH Resources
|
1-for-2 bonus issue
|
Outperform
|
RM4.00
|
Kenanga
|
Results note
|
AFG
|
1Q15 broadly inline
|
Market perform
|
RM4.93
|
Kenanga
|
Quick bites
|
CBIP
|
Bonus issue and free warrants
|
Outperform
|
RM5.60
|
Kenanga
|
On radar
|
IWCity
|
Time to “reclaim” value!
|
Trading buy
|
RM3.39
|
Kenanga
|
Results note
|
Mah Sing
|
Maiden Seremban landbank
|
Outperform
|
RM2.71
|
Kenanga
|
Results note
|
Petronas Chemical
|
2Q14 below but a better 2H14 ahead
|
Outperform
|
RM7.19
|
Kenanga
|
Sector update
|
Plantation
|
Higher-than-expected July inventory
|
Neutral
|
|
Kenanga
|
Results note
|
SUNREIT
|
FY14 well within expectations
|
Outperform
|
RM1.56
|
No idea on what counter(s) to buy? Or is it a good timing to take profit? Hope this blog will help you to make your investment decisions. This blog gathers local research houses' daily research reports. Stock recommendations presented on the blog are solely those of the analysts/research houses and do not represent the opinions of the blog on whether to buy, sell, or hold shares of a particular stock.
Welcome to Bursa Malaysia/KLSE Research Summary
Tuesday, August 12, 2014
Research Summary: 12 August 2014
Research Summary: 12 August 2014
Labels:
AFG,
CBIP,
Eco Update,
IWCity,
KLCC-SS,
KLK,
KSL,
Mah Sing,
PetGas,
Petronas Chemicals,
Plantation Sector,
Semi-conductor sector,
SUNREIT,
Takaful,
Time,
TSH
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