Stock Name: UNISEM
Company Name: UNISEM (M) BHD
Stock Name: MPI
Company Name: MALAYSIAN PACIFIC INDUSTRIES
Stock Name: NOTION
Company Name: NOTION VTEC BHD
Company Name: UNISEM (M) BHD
Research House: RHB | Price Call: SELL | Target Price: 0.73 |
Stock Name: MPI
Company Name: MALAYSIAN PACIFIC INDUSTRIES
Research House: RHB | Price Call: SELL | Target Price: 2.07 |
Stock Name: NOTION
Company Name: NOTION VTEC BHD
Research House: RHB | Price Call: SELL | Target Price: 1.30 |
Sector Call
Semiconductor : Chip sales downtrend continues Underweight
Sector Update
Unisem : Fair value is RM0.73 Underperform
MPI : Fair value is RM2.07 Underperform
Notion : Fair value is RM1.30 Underperform
Corporate Highlights
HSL : Lands RM90.3m water job in Bintulu Outperform
News Update
- HSL has secured a RM90.3m contract for the construction of a new water treatment plant, reservoir and associated facilities in Samalaju, Bintulu.
TRC : Lands RM51.4m Lumut Jetty upgrading project Outperform
News Update
- TRC has secured a RM51.4m contract for the upgrading of basic infrastructure of Lumut Jetty, Perak.
Wah Seong : Losing out on a portion of Wheatstone Market Perform
News Update
- We understand that Wah Seong's main competitor, Bredero-Shaw has been awarded the pipeline coatings contract for the gas supply trunkline of the Wheatstone Project in Australia . The value of the contract was not mentioned, but we understand that the trunkline portion makes up the major part of a pipeline contract. We had assumed that the contract would be worth US$200m (RM610m) and kick-start in FY12.
MBSB : 3Q11 results surpasses expectations yet again Outperform
3QFY11 Results
- MBSB's 3Q11 results beat our and consensus expectations with 9MFY11 net profit of RM241.6m (+81.4% yoy) accounting for 81.9% of our and 84.7% of consensus full-year net profit forecasts respectively.
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