Research Summary: 30 June 2014

Research Summary: 30 June 2014

Research House	Type	Company/Sector	Report Title	Rating/Call	Target
RHB	Strategy	SCORE	Land of the Hornbill SCOREs with investors
RHB	Company update	Faber	Synergy to drive growth	Neutral	RM3.36
RHB	Results review	Yinson	Transformation completed	Neutral	RM2.70
RHB	Company update	KKB Engineering	Ready to join the Oil and Gas bandwagon	Neutral	RM2.43
RHB	Company update	Hock Seng Lee	Building Sarawak’s Future today	Neutral	RM1.99
RHB	Company update	Cahya Mata Sarawak	Getting set to score big	Buy	RM4.06
RHB	Company update	Bintulu Port	Samalaju Port making progress	Neutral	RM7.25
RHB	Company update	Sarawak Cable	Sarawak’s powerhouse	NR	N/A
RHB	Company update	Press Metal	All set for record earnings	Buy	RM3.94
CIMB	Eco update	Economic	New fuel subsidy system in Sep?
Maybank	Company update	MPHB	Quite a lot going on	Buy	RM2.54
Maybank	Company update	Sime Darby	REIT, a missing puzzle?	Buy	RM9.67
Maybank	Company update	AXIS REIT	Sime is buying Axis REIT Managers?	Hold	RM2.70
Maybank	Results review	Yinson	No surprises	Buy	RM3.03
Maybank	Technical	SEAL		Short-term buy
Kenanga	Results note	Yinson	Softer trading and transport in 1Q15	Underperform	RM2.31
Kenanga	Results note	United Malacca	FY14 within expectations	Outperform	RM7.65
Kenanga	Quick bites	Westports	Concession granted extension	Outperform	RM3.13

Research Summary: 27 June 2014

Research Summary: 27 June 2014

Research House	Type	Company/Sector	Report Title	Rating/Call	Target
RHB	Company update	Affin	Targets unchanged despite softer environment	Neutral	RM3.56
RHB	Company update	BIMB	Minor impact from new regulations	Buy	RM5.05
RHB	News flash	POS	New income stream from fuel subsidy	Buy	RM6.17
RHB	Results review	Gamuda	Tenders for MRT Line 2 in 2H2015?	Buy	RM5.61
CIMB	Results note	Gamuda	Bridge over troubled waters	Add	RM5.65
CIMB	Flash note	Tenaga	A slight buzzkill	Add	RM14.14
CIMB	Sector	Healthcare	Who benefits from rising costs?	Overweight	N/A
Maybank	Results review	Gamuda	Potentially another record year	Hold	RM4.45
Maybank	Company update	MPHB	Court of Appeal in MPHB’s favour	Buy	RM2.42
Maybank	Technical	SKP Resources		Short-term buy
Kenanga	Results note	Gamuda	Another record profit in the making	Outperform	RM5.52
Kenanga	Results note	Crescendo	Slow start, stronger quarters ahead	Outperform	RM3.15
Affin	Results nore	Gamuda	FG intervenes to resolve water deadlock	Buy	RM5.60