Research Summary: 14 August 2014

Research Summary: 14 August 2014

Research House	Type	Company/Sector	Report Title	Rating/Call	Target
RHB	Company update	TDM	Healthcare expansion picks up pace	Neutral	RM1.07
RHB	Company update	KLCC-SS	Safe and sound	Neutral	RM6.96
RHB	Ceasing coverage	SEGI	Lacks re-rating catalysts	Not rated
CIMB	Results note	Perisai Petroleum	Drilling into recovery in 2H	Add	RM2.37
CIMB	Results note	Tomypak	From bad to worse	Reduce	RM0.70
CIMB	Flash note	KLCC-SS	Both positives and negatives	Hold	RM6.40
CIMB	Sector update	Construction	Not too late for late bloomers	Overweight
Maybank	Results preview	AirAsia	2Q14F: Earnings growth begins	Buy	RM2.65
Maybank	Results preview	AirAsia X	2Q14F: Test of faith	Sell	RM0.72
Maybank	Technical	IBhd		Short-term buy
Maybank	Results review	Perisai Petroleum	Remodeling in motion	Buy	RM1.76
Maybank	Company update	Nestle	2H14 earnings to catch up	Hold	RM64.00
HL	Cease coverage	BHIC	2QFY14 Results	N/A	RM2.36
HL	Results review	Perisai Petroleum	Back to black	Buy	RM1.72
HL	Briefing	KLCC-SS	Corporate day highlights	Hold	RM6.28
HL	Briefing	Nestle	Domestic stays strong; more capex needed	Hold	RM66.52
Kenanga	Results note	SEGI	2Q14 below expectations	Underperform	RM1.21
Kenanga	Results note	AMWAY	Anticipating a stronger 2H14	Market perform	RM12.50
Kenanga	Company update	Nestle	2Q14 analysts’ briefing	Outperform	RM76.10
Kenanga	Company update	KLCC-SS	Limited downside, uncapped upside	Outperform	RM6.90
Kenanga	Results note	Perisai Petroleum	Weak 2Q; E3 and Rubicone still idle	Outperform	RM2.01