Welcome to Bursa Malaysia/KLSE Research Summary

Welcome to Bursa Malaysia/KLSE Research Summary
Showing posts with label SEGI. Show all posts
Showing posts with label SEGI. Show all posts

Wednesday, November 19, 2014

Kenanga: 19 Nov 2014

IDEAS OF THE DAY
l  Sector Update: Media
l  Results Note: BENALEC, CIMB, DIALOG, HARTA, LAFMSIA, MBMR, MRCB, SEG, SUNWAY, SURIA, TSH
l  Company Update: MATRIX, MUHIBAH
l  Quick Bites: TM
l  On Our Technical Watch: CANONE, GTRONIC
NEWS HIGHLIGHTS
l  MBSB eyes second structured covered sukuk
l  Maybank eyes RM1.0b remittances
l  Time dotCom buys land
l  FGV unit set to ride on rising biodiesel demand
l  Kronologi Asia seals underwriting agreement with Bank Islam for IPO
FOREIGN NEWS HIGHLIGHTS
l  Blackstone in USD2.3b deal to sell tower to Ivanhoe
l  KKR, CD&R prepare joint bid for PetSmart
 
ECONOMIC NEWS HIGHLIGHTS (MACRO BITS) 
Malaysia
l  Malaysia's October Vehicles Sales Slip To 54,187 Units On-Year
l  Zeti: 3pc Surplus ‘Good Sign’
Asia
l  Japan PM To Seek Fresh Mandate For 'Abenomics' With Snap Poll
l  Japan's Aso Signals Tax Hike Delay, Says Must Not Happen Again
l  China Home Price Fall Deepens Despite Policy Support
l  China's FDI Slows Again In October, Services Sector In Favour
l  Bank Indonesia Raises Key Interest Rate As Fuel Prices Increase
USA
l  U.S. Producer Inflation Up, But Underlying Trend Muted
l  U.S. Has Record Inflow Of Portfolio Investments In September
l  Homebuilder Confidence Rebounds As U.S. Buyers More Enthusiastic
Europe
l  German Investor Confidence Rebounds As Recession Averted
l  UK Inflation Rate Rises To 1.3% In October
Currencies
l  Dollar Recovers Against Yen On Abe’s Election Plans
Commodities
l  Brent Slips Below $79 As Rhetoric Heats Up Before OPEC Meeting
l  Gold Rises, Briefly Breaks $1,200/Oz As Dollar Drops

Thursday, August 14, 2014

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