Research House
|
Type
|
Company/Sector
|
Report Title
|
Rating/Call
|
Target
|
RHB
|
Results review
|
Bumi Armada
|
Calmer seas ahead
|
Buy
|
RM4.52
|
RHB
|
Results review
|
Kossan
|
Better outlook for 2H
|
Buy
|
RM5.12
|
RHB
|
Results review
|
AirAsia
|
2Q dips into losses but look beyond this quarter
|
Buy
|
RM2.73
|
RHB
|
Results review
|
MSM
|
Not-so-sweet prospects
|
Neutral
|
RM5.23
|
RHB
|
Results review
|
IOI
|
Manufacturing division weakens
|
Neutral
|
RM5.42
|
RHB
|
Results review
|
KLK
|
FY14 may not be affected by lower CPO prices
|
Neutral
|
RM25.20
|
CIMB
|
Results note
|
Eksons
|
Cash rich after land sale
|
Hold
|
RM1.54
|
CIMB
|
Results note
|
AirAsia
|
The dawn of industry rationality?
|
Add
|
RM2.88
|
CIMB
|
Results note
|
IOI
|
Lower 4Q downstream earnings
|
Reduce
|
RM4.49
|
CIMB
|
Eco focus
|
Economic
|
Malaysia’s inflation outlook amid fuel subsidy review & GST
|
|
|
CIMB
|
Eco update
|
Economic
|
Inflation ebbs to 3.2% in July
|
|
|
CIMB
|
Flash note
|
Star
|
Growing the non-print segment
|
Hold
|
RM2.70
|
CIMB
|
Results note
|
MSM
|
New APs remove sugar coating
|
Hold
|
RM5.22
|
CIMB
|
Results note
|
Kossan
|
2Q impacted by water rationing
|
Add
|
RM4.71
|
CIMB
|
Results note
|
KLK
|
Production recovers but…
|
Reduce
|
RM22.50
|
CIMB
|
Result note
|
Gas Malaysia
|
Fired up by gas price revisions
|
Add
|
RM3.96
|
CIMB
|
Sector
|
Autos
|
July driven by Raya promotions
|
Neutral
|
|
Maybank
|
Sector
|
Banking
|
Deposit competition still intense
|
Neutral
|
|
Maybank
|
Results review
|
AirAsia
|
It was a mirage, 2014 will be tough
|
Hold
|
RM2.55
|
Maybank
|
Results review
|
Bumi Armada
|
Results on track
|
Buy
|
RM4.55
|
Maybank
|
Results review
|
KLK
|
A traditionally weak 3Q
|
Hold
|
RM23.20
|
Maybank
|
Results review
|
IOI
|
Pricey on forward earnings
|
Sell
|
RM3.97
|
Maybank
|
Results review
|
Boustead Plantations
|
Downside capped by its land value
|
Buy
|
RM2.16
|
Maybank
|
Results review
|
Gas Malaysia
|
Potential dividend bummer?
|
Hold
|
RM3.80
|
Maybank
|
Results review
|
Kossan
|
Stronger growth ahead
|
Buy
|
RM5.00
|
Maybank
|
Results review
|
MSM
|
2A14: Within expectations
|
Hold
|
RM5.00
|
Maybank
|
Company update
|
MBM Resources
|
Excitement from Perodua
|
Buy
|
RM3.42
|
Maybank
|
Company visit
|
Star
|
Already in the price
|
Hold
|
RM2.89
|
Maybank
|
Eco update
|
Economic
|
CPI July 2014 – eased but still above 3.0%
|
|
|
Maybank
|
Technical
|
PJDev
|
|
Short-term buy
|
|
Kenanga
|
Results note
|
AirAsia
|
Better prospects over the horizon
|
Market perform
|
RM2.47
|
Kenanga
|
Results note
|
Gas Malaysia
|
2Q14 in line; upgrade to MP
|
Market perform
|
RM3.54
|
Kenanga
|
Results note
|
IOI
|
FY14 below consensus
|
Market perform
|
RM5.30
|
Kenanga
|
Results note
|
Kossan
|
Expect a better 2H14
|
Outperform
|
RM4.86
|
Kenanga
|
On radar
|
KSL
|
Back in our “sights”
|
Trading buy
|
RM6.63
|
Kenanga
|
Company update
|
MBM Resources
|
Look further down the road
|
Market perform
|
RM3.06
|
Kenanga
|
Eco viewpoint
|
Economic
|
CPI: Tapered off slightly to 3.2% in July
|
|
|
Kenanga
|
Results note
|
KLK
|
9M14 in line
|
Market perform
|
RM25.00
|
Kenanga
|
Company update
|
Matrix
|
Banking on GDV replenishment
|
Outperform
|
RM3.20
|
Kenanga
|
Company update
|
Star
|
Challenging 2H14
|
Underperform
|
RM2.44
|
Kenanga
|
Initiate coverage
|
Thong Guan
|
Value unwrapping!
|
Outperform
|
RM3.70
|
HL
|
Results review
|
Kossan
|
2Q14 results – below expectations
|
Hold
|
RM3.70
|
HL
|
Results review
|
AirAsia
|
Further yield pressure in 2Q14
|
Hold
|
RM2.20
|
HL
|
Results review
|
Bumi Armada
|
Signing block 15.06 Angola…
|
Buy
|
RM4.27
|
HL
|
Results review
|
KLK
|
Below expectations
|
Sell
|
RM20.41
|
HL
|
Results review
|
IOI
|
Below expectation
|
Hold
|
RM4.39
|
HL
|
Results review
|
MBM Resources
|
Watch out for 2015 fruits bunches
|
Buy
|
RM4.00
|
HL
|
Company update
|
Matrix
|
Making the right moves
|
Buy
|
RM3.74
|
HL
|
Briefing
|
Star
|
1HFY14 analyst briefing
|
Hold
|
RM2.55
|
HL
|
Eco update
|
Economic
|
July inflation report
|
|
|
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 26, 2014
Research Summary: 21 August 2014
Research Summary: 21 August 2014
Labels:
AirAsia,
Armada,
Auto Sector,
Banking Sector,
Boustead Plantations,
Eco Update,
Eksons,
Gas Malaysia,
IOI Corp,
KLK,
Kossan,
KSL,
Matrix,
MBM Resources,
MSM,
PJDev,
Star,
Thong Guan
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