Research House
|
Type
|
Company/Sector
|
Report Title
|
Rating/Call
|
Target
|
RHB
|
Company update
|
WCT
|
Improved “visibility” for new jobs
|
Neutral
|
RM2.31
|
RHB
|
Results review
|
MayBulk
|
A weak quarter as rates at depressed level
|
Buy
|
RM2.00
|
RHB
|
Results review
|
Karex
|
Grand finale
|
Buy
|
RM3.41
|
RHB
|
Results review
|
Daya
|
Going full steam ahead
|
Neutral
|
RM0.35
|
RHB
|
Results review
|
Tan Chong
|
Freshly squeezed and battered
|
Sell
|
RM4.30
|
RHB
|
Results review
|
Time dotCom
|
A more cautious tone
|
Neutral
|
RM5.20
|
RHB
|
Results review
|
AMMB
|
Lifted by gains from sale of stakes in insurance units
|
Buy
|
RM8.00
|
RHB
|
Results review
|
MRCB
|
Earnings boosted by gains from DUKE’s disposal
|
Buy
|
RM2.05
|
RHB
|
Results review
|
Dayang
|
Going full steam ahead
|
Buy
|
RM4.80
|
RHB
|
Briefing
|
GAB
|
Another
challenging year ahead
|
Neutral
|
RM13.10
|
CIMB
|
Sector
|
Plantations
|
The CPO price conundrum
|
Neutral
|
|
CIMB
|
Results note
|
Karex
|
Good FY14 results
|
Add
|
RM3.38
|
CIMB
|
Flash note
|
GAB
|
More challenges ahead
|
Reduce
|
RM12.00
|
CIMB
|
Results note
|
AMMB
|
Cash in on divestment gains
|
Hold
|
RM7.10
|
CIMB
|
Sector
|
Banks
|
Ruled by negative sentiment
|
Underweight
|
|
CIMB
|
Results note
|
MRCB
|
Driven by gains from DUKE
|
Add
|
RM2.08
|
CIMB
|
Flash note
|
SapuraKencana Petroleum
|
All gassed up and everywhere to go
|
Add
|
RM7.00
|
CIMB
|
Results note
|
Tan Chong
|
Braking hard due to competition
|
Hold
|
RM5.26
|
CIMB
|
Results note
|
Thong Guan
|
Moving up the value chain
|
Add
|
RM3.95
|
CIMB
|
Results note
|
TH Heavy Engineering
|
A lightweight 1H
|
Add
|
RM1.23
|
CIMB
|
Eco update
|
Economic
|
Jun LI: Chugging along
|
|
|
CIMB
|
Flash note
|
WCT
|
Good enough to get by
|
Hold
|
RM2.32
|
Maybank
|
Results review
|
AMMB
|
A weak start to the financial year
|
Hold
|
RM7.70
|
Maybank
|
Results review
|
Tan Chong
|
Disheartening 1H14; cut to sell
|
Sell
|
RM4.00
|
Maybank
|
Results review
|
Time dotCom
|
Back on track
|
Hold
|
RM5.00
|
Maybank
|
Special Feature
|
IFCA MSC
|
At the cusp of a significant rerating
|
Not rated
|
RM0.42
|
Maybank
|
Briefing
|
WCT
|
When the going gets tougher…
|
Hold
|
RM2.30
|
Maybank
|
Company update
|
UMW
|
Wins MYR200m Myanmar contract
|
Buy
|
RM13.82
|
Maybank
|
Company update
|
GAB
|
Still a cloudy outlook
|
Hold
|
RM13.20
|
Maybank
|
Technical
|
OKA
|
|
Short-term buy
|
|
Kenanga
|
Sector update
|
Plantation
|
Imputing Indonesia foreign ownership limit risk
|
Neutral
|
|
Kenanga
|
Results note
|
MRCB
|
Going as planned
|
Outperform
|
RM2.48
|
Kenanga
|
Company update
|
GAB
|
Banking on innovation and efficiency
|
Underperform
|
RM12.93
|
Kenanga
|
Results note
|
AMMB
|
Subdued quarter
|
Market perform
|
RM7.02
|
Kenanga
|
Quick bites
|
UMW
|
Headway in Myanmar
|
Market perform
|
RM13.93
|
Kenanga
|
Company update
|
WCT
|
Facing challenging times
|
Market perform
|
RM2.21
|
Kenanga
|
Results note
|
Thong Guan
|
2Q14 results within expectations
|
Outperform
|
RM3.70
|
Kenanga
|
Results note
|
Tan Chong
|
Below expectations
|
Underperform
|
RM4.62
|
Kenanga
|
Results note
|
Pestech
|
2Q14 on track
|
Outperform
|
RM4.36
|
Kenanga
|
Results note
|
MayBulk
|
1H14 within expectations
|
Outperform
|
RM2.53
|
Kenanga
|
Results note
|
Dayang
|
A quiet 2Q14 but firm FY15 prospects
|
Outperform
|
RM4.82
|
HL
|
Eco insight
|
Economic
|
Weak CPO price: lower CA surplus?
|
|
|
HL
|
Results review
|
Time dotCom
|
1H14 results in line
|
Hold
|
RM5.09
|
HL
|
Results review
|
MRCB
|
2Q results: swung back to losses
|
Buy
|
RM1.97
|
HL
|
Results review
|
Dayang
|
Margin improving…
|
Buy
|
RM4.07
|
HL
|
Results review
|
Tan Chong
|
Further margin deterioration
|
Sell
|
RM4.00
|
HL
|
Newsbreak
|
SapuraKencana Petroleum
|
Makes big gas discovery
|
Buy
|
RM5.52
|
HL
|
Briefing
|
Vitrox
|
Another quantum leap year
|
Hold
|
RM2.95
|
HL
|
Company insight
|
Scomi Energy
|
Multiple growth drivers ahead….
|
Buy
|
RM1.23
|
HL
|
Briefing
|
WCT
|
Expecting a quiet year
|
Hold
|
RM2.26
|
HL
|
Sector
|
Plantations
|
Bleak near-term outlook
|
Underweight
|
|
HL
|
Briefing
|
GAB
|
Innovation’s the next engine of growth
|
Hold
|
RM14.39
|
HL
|
Results review
|
AMMB
|
Weak results boosted by profit from sale
|
Hold
|
RM7.77
|
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
Wednesday, August 27, 2014
Research Summary: 25 August 2014
Research Summary: 25 August 2014
Labels:
AMMB,
Banking Sector,
Daya,
Dayang,
GAB,
IFCA MSC,
Karex,
Maybulk,
MRCB,
Pestech,
Plantation Sector,
SapuraKencana Petroleum,
Scomi Energy,
Tan Chong,
THHE,
Thong Guan,
Time,
UMW,
Vitrox,
WCT
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