IDEAS OF THE DAY
l Results Note: AFFIN, AXIATA, HARBOUR, PARKSON, WCT
l On Our Radar: PPHB
l On Our Technical Watch: DIALOG, DUFU
NEWS HIGHLIGHTS
l Syed Mokhtar in talks to buy stake in NCB Holdings (Comments included in Kenanga Today)
l IJM, Silk abort RM395.0m Kajang highway deal (Comment included in Kenanga Today)
l Sona remains committed to Thai deal
l UEM Sunrise's Aurora Melbourne Central project receives overwhelming response
l IHH awards RM1.1b Hong Kong job
FOREIGN NEWS HIGHLIGHTS
l Bayer said to explore sale of USD2.5b diabetes unit
l RenaissanceRe to buy Platinum Underwriters for USD1.9b
l Carlyle said to seek USD5.0b for fund with longer life
l BioMarin to buy Prosensa in USD840.0m deal
ECONOMIC NEWS HIGHLIGHTS (MACRO BITS)
Global
l Global Business Confidence At Five-Year Low
Malaysia
l No Inflationary Effects, Says Zeti
l Govt To Intervene If Global Oil Prices Rise Too High
l IMF: Malaysia Budget Deficit Could Fall Below 3% Of GDP In 2015
Asia
l Vietnam Gets US$11.2b In Investments
USA
l U.S. Services Sector Activity Grows, November Rate Slows: Markit
Europe
l German Business Morale Rebounds In November
l Russia Sees $140b Annual Loss From Oil, Sanctions
Currencies
l Dollar Shows Gains Against Yen After Two Sessions Of Losses
Commodities
l Oil Ends Down After Swinging On OPEC Speculation; Brent Below $80/Bbl
l Gold Eases Slightly As Buying On China Rate Cut Wanes
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