July 25, 2013

Unisem - 2QFY13 Results Review

Stock Name: UNISEM
Company Name: UNISEM (M) BHD
Research House: MIDFPrice Call: BUYTarget Price: 0.62



Unisem (M) Berhad - Another Earnings Disappointment

Stock Name: UNISEM
Company Name: UNISEM (M) BHD
Research House: TAPrice Call: SELLTarget Price: 0.85



Boustead Holdings Berhad - Revitalising Growth

Stock Name: BSTEAD
Company Name: BOUSTEAD HOLDINGS BHD
Research House: TAPrice Call: BUYTarget Price: 6.82



Pantech Group Holdings Berhad - 1QFYFeb2014 Results

Stock Name: PANTECH
Company Name: PANTECH GROUP HOLDINGS BHD
Research House: ASIA ANALYTICAPrice Call: BUYTarget Price: 1.09



July 24, 2013

MAHB - Full impact from user fee

Stock Name: AIRPORT
Company Name: MALAYSIA AIRPORTS HOLDINGS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 7.00



Boosted by Higher Passenger Movement

Stock Name: AIRPORT
Company Name: MALAYSIA AIRPORTS HOLDINGS BHD
Research House: TAPrice Call: HOLDTarget Price: 7.40



Public Bank - Still on solid footing

Stock Name: PBBANK
Company Name: PUBLIC BANK BHD
Research House: MIDFPrice Call: HOLDTarget Price: 18.40



Higher Dividend in 1H FY13

Stock Name: PBBANK
Company Name: PUBLIC BANK BHD
Research House: TAPrice Call: SELLTarget Price: 18.20



KULIM - Earnings to stay muted until NBPOL

Stock Name: KULIM
Company Name: KULIM (M) BHD
Research House: MIDFPrice Call: HOLDTarget Price: 3.70



July 23, 2013

Another contract win, but fully priced-in

Stock Name: DELEUM
Company Name: DELEUM BHD
Research House: ALLIANCEPrice Call: HOLDTarget Price: 3.94



Glomac - Focusing on a resilient market segment

Stock Name: GLOMAC
Company Name: GLOMAC BHD
Research House: MIDFPrice Call: BUYTarget Price: 1.46



KPJ - Profitability affected by aggressive growth

Stock Name: KPJ
Company Name: KPJ HEALTHCARE BHD
Research House: MIDFPrice Call: HOLDTarget Price: 6.34



RHBCAP - Strong IB mandates secured to show impact in 2HFY13.

Stock Name: RHBCAP
Company Name: RHB CAPITAL BHD
Research House: MIDFPrice Call: BUYTarget Price: 10.00



July 22, 2013

Sungei Wang Plaza affected by MRT works

Stock Name: CMMT
Company Name: CAPITAMALLS MALAYSIA TRUST
Research House: MIDFPrice Call: HOLDTarget Price: 1.75



DIGI.Com - Back on track

Stock Name: DIGI
Company Name: DIGI.COM BHD
Research House: MIDFPrice Call: HOLDTarget Price: 4.80



IJM Corp - Proposal to unlock value of highway concessions

Stock Name: IJM
Company Name: IJM CORPORATION BHD
Research House: MIDFPrice Call: BUYTarget Price: 6.63



Mah Sing - Relatively more affordable pricing for FY13 acquired projects

Stock Name: MAHSING
Company Name: MAH SING GROUP BHD
Research House: MIDFPrice Call: BUYTarget Price: 3.08



Mediaprima - Going HD in 2014

Stock Name: MEDIA
Company Name: MEDIA PRIMA BHD
Research House: MIDFPrice Call: BUYTarget Price: 2.60



Padini - Pushing ahead while strategically tackling the competition

Stock Name: PADINI
Company Name: PADINI HOLDINGS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 1.80