February 13, 2015

Weedy prospects

Stock Name: IMASPRO
Company Name: IMASPRO CORPORATION BHD
Research House: CIMBPrice Call: HOLDTarget Price: 1.07



Turnaround story remains intact

Stock Name: UNISEM
Company Name: UNISEM (M) BHD
Research House: MIDFPrice Call: BUYTarget Price: 2.37



Earnings dampened by higher input cost

Stock Name: GASMSIA
Company Name: GAS MALAYSIA BERHAD
Research House: MIDFPrice Call: HOLDTarget Price: 3.40



More coal-related loan provisions at CIMB Niaga in 1QFY15

Stock Name: CIMB
Company Name: CIMB GROUP HOLDINGS BERHAD
Research House: MIDFPrice Call: HOLDTarget Price: 6.20



Interest margin compromised due to portfolio rebalancing

Stock Name: AMBANK
Company Name: AMMB HOLDINGS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 7.00



Challenging Times Ahead

Stock Name: TAMBUN
Company Name: TAMBUN INDAH LAND BERHAD
Research House: JF APEXPrice Call: HOLDTarget Price: 1.82



2QFY15 Results Report

Stock Name: GDEX
Company Name: GD EXPRESS CARRIER BHD
Research House: NETRESEARCHPrice Call: HOLDTarget Price: 1.50



4QFY14 Results Update

Stock Name: TALIWRK
Company Name: TALIWORKS CORPORATION BHD
Research House: NETRESEARCHPrice Call: HOLDTarget Price: 1.95



2Q15 - No Dividend, Yet…

Stock Name: YTLPOWR
Company Name: YTL POWER INTERNATIONAL BHD
Research House: TAPrice Call: BUYTarget Price: 1.94



The Crude Oil Drag

Stock Name: PETDAG
Company Name: PETRONAS DAGANGAN BHD
Research House: TAPrice Call: SELLTarget Price: 17.56



More Upside Ahead

Stock Name: UNISEM
Company Name: UNISEM (M) BHD
Research House: TAPrice Call: BUYTarget Price: 2.75



February 11, 2015

A possibility of lower electricity tariff

Stock Name: TENAGA
Company Name: TENAGA NASIONAL BHD
Research House: MIDFPrice Call: BUYTarget Price: 17.20



Profitability margin continues to face downward pressure

Stock Name: HARTA
Company Name: HARTALEGA HOLDINGS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 7.24



Poor performance masked by lower effective tax rate

Stock Name: F&N
Company Name: FRASER & NEAVE HOLDINGS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 16.73



9MFY15: High operating cost

Stock Name: HARTA
Company Name: HARTALEGA HOLDINGS BHD
Research House: JF APEXPrice Call: HOLDTarget Price: 7.00



Better Sales but Profit Lower on Higher Expenses

Stock Name: AMWAY
Company Name: AMWAY (M) HOLDINGS BHD
Research House: TAPrice Call: BUYTarget Price: 12.92



Waiting for New Capacity

Stock Name: HARTA
Company Name: HARTALEGA HOLDINGS BHD
Research House: TAPrice Call: SELLTarget Price: 7.30



Soft Drinks, Soft Sales

Stock Name: F&N
Company Name: FRASER & NEAVE HOLDINGS BHD
Research House: TAPrice Call: SELLTarget Price: 19.44



February 10, 2015

Upside Still Exists

Stock Name: UMCCA
Company Name: UNITED MALACCA BHD
Research House: TAPrice Call: BUYTarget Price: 7.57



RM120m contract

Stock Name: SENDAI
Company Name: EVERSENDAI CORPORATION BERHAD
Research House: MIDFPrice Call: HOLDTarget Price: 0.63



Positive momentum priced-in

Stock Name: DIGI
Company Name: DIGI.COM BHD
Research House: MIDFPrice Call: BUYTarget Price: 6.50



Margins sustained despite lower activity levels

Stock Name: DIALOG
Company Name: DIALOG GROUP BHD
Research House: MIDFPrice Call: HOLDTarget Price: 1.57



Committed on initiatives to lower its CI ratio

Stock Name: CIMB
Company Name: CIMB GROUP HOLDINGS BERHAD
Research House: MIDFPrice Call: HOLDTarget Price: 6.20



Stellar Close to FY14 on Prepaid Strength

Stock Name: DIGI
Company Name: DIGI.COM BHD
Research House: TAPrice Call: BUYTarget Price: 7.80



DCRs & Utilisation Under Pressure

Stock Name: ICON
Company Name: ICON OFFSHORE BERHAD
Research House: TAPrice Call: HOLDTarget Price: 0.86



Third Contract Win Year-to-Date

Stock Name: SENDAI
Company Name: EVERSENDAI CORPORATION BERHAD
Research House: TAPrice Call: SELLTarget Price: 0.55



Dialog to record strong earnings in 2H15

Stock Name: DIALOG
Company Name: DIALOG GROUP BHD
Research House: ALLIANCEPrice Call: HOLDTarget Price: 1.65



KUALA LUMPUR: AlianceDBS Research expects Dialog Group Bhd to record stronger earnings in the second half of this year as Pengerang Phase 1A and 1B will be fully operational.

The research house said there was also additional earnings from the 20 per cent farm-in of the D35, D21 and J4 upstream fields, as well as, Jubail Supply Base operations.

It said the major earnings driver for the oil and gas services-related company would be Phase 2 of Pengerang from 2019 onwards.

"Further to this, we expect another 12-24 month wait for earnings to come through from the group's risk service contract, as well as, Bayan field redevelopment," it said in a note today.

AlianceDBS has maintained a "Hold" call on Dialog with a target price of RM1.65.

Yesterday, Dialog posted a higher pre-tax profit of RM107.03 million for the second quarter ended Dec 31, 2014, from RM82.19 million registered in the same quarter a year ago.

Revenue, however, fell to RM570.29 million from RM694.16 million previously due mainly to lower international revenue.

As at 9.45 am, Dialog's shares was two sen lower at RM1.68 with 1.371 million shares traded. -- BERNAMA