February 14, 2014

AFG - New CA requirement of 1.2% to cause a drop in CET1 ratio

Stock Name: AFG
Company Name: ALLIANCE FINANCIAL GROUP BHD
Research House: MIDFPrice Call: HOLDTarget Price: 4.80



Dialog - Pengerang EPCC drove earnings higher

Stock Name: DIALOG
Company Name: DIALOG GROUP BHD
Research House: MIDFPrice Call: HOLDTarget Price: 3.41



Gas Malaysia - Virtual pipeline to help maintain steady growth

Stock Name: GASMSIA
Company Name: GAS MALAYSIA BERHAD
Research House: MIDFPrice Call: HOLDTarget Price: 3.65



MISC - Buoyed by one-off disposal gain of Gumusut FPS

Stock Name: MISC
Company Name: MISC BHD
Research House: MIDFPrice Call: HOLDTarget Price: 5.90



Westport - Safe harbour in expansion mode

Stock Name: WPRTS
Company Name: WESTPORTS HOLDINGS BERHAD
Research House: MIDFPrice Call: HOLDTarget Price: 2.65



February 13, 2014

2 New NAGAs Joining the Fleet

Stock Name: UMWOG
Company Name: UMW OIL & GAS CORPORATION BHD
Research House: TAPrice Call: HOLDTarget Price: 4.93



February 12, 2014

GUH - 4QFY13 Results Report

Stock Name: GUH
Company Name: GUH HOLDINGS BHD
Research House: NETRESEARCHPrice Call: BUYTarget Price: 1.20



Hartalega - Lower ASP due to competitive pricing

Stock Name: HARTA
Company Name: HARTALEGA HOLDINGS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 7.69



Maxis - Keeping dividend commitment of 40sen per share

Stock Name: MAXIS
Company Name: MAXIS BERHAD
Research House: MIDFPrice Call: HOLDTarget Price: 7.19



MHB - Tail-end projects weigh down earnings

Stock Name: MHB
Company Name: MALAYSIA MARINE AND HEAVY ENG
Research House: MIDFPrice Call: SELLTarget Price: 2.66



WCT Holdings - Recurring income

Stock Name: WCT
Company Name: WCT HOLDINGS BERHAD
Research House: MIDFPrice Call: BUYTarget Price: 2.88



HARTA - Capacity constraint to halt earnings trajectory

Stock Name: HARTA
Company Name: HARTALEGA HOLDINGS BHD
Research House: JF APEXPrice Call: HOLDTarget Price: 7.58



MAXIS - 4Q13 results lower on retrenchment cost and provision

Stock Name: MAXIS
Company Name: MAXIS BERHAD
Research House: JF APEXPrice Call: HOLDTarget Price: 6.70



February 11, 2014

F&N - A good start to FY14

Stock Name: F&N
Company Name: FRASER & NEAVE HOLDINGS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 19.60



Gamuda - Kesas takeover setback

Stock Name: GAMUDA
Company Name: GAMUDA BHD
Research House: MIDFPrice Call: BUYTarget Price: 5.24



PCHEM - Heavy plant maintenance dampens sales volume

Stock Name: PCHEM
Company Name: PETRONAS CHEMICALS GROUP BHD
Research House: MIDFPrice Call: HOLDTarget Price: 6.37



PETGAS - New Income from regasification segment

Stock Name: PETGAS
Company Name: PETRONAS GAS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 20.30



February 10, 2014

Genting - Building A New Casino in South Korea

Stock Name: GENTING
Company Name: GENTING BHD
Research House: TAPrice Call: SELLTarget Price: 10.56



PETDAG - Rich Valuations Cap Upside

Stock Name: PETDAG
Company Name: PETRONAS DAGANGAN BHD
Research House: TAPrice Call: SELLTarget Price: 30.50



UEM Sunrise - Investors unlikely to be excited over JV

Stock Name: UEMS
Company Name: UEM SUNRISE BERHAD
Research House: MIDFPrice Call: HOLDTarget Price: 2.26