May 8, 2015

1QCY15 Earnings Wrap

Stock Name: AXREIT
Company Name: AXIS REITS
Research House: MIDFPrice Call: HOLDTarget Price: 3.50



ASP expected to improve

Stock Name: PCHEM
Company Name: PETRONAS CHEMICALS GROUP BHD
Research House: MIDFPrice Call: HOLDTarget Price: 5.04



New normal for profit level

Stock Name: GASMSIA
Company Name: GAS MALAYSIA BERHAD
Research House: MIDFPrice Call: HOLDTarget Price: 2.87



Local sales outpaced export sales

Stock Name: DAIBOCI
Company Name: DAIBOCHI PLASTIC & PACKAGING
Research House: MIDFPrice Call: HOLDTarget Price: 3.83



In Hot Pursuit

Stock Name: SKPRES
Company Name: SKP RESOURCES BHD
Research House: TAPrice Call: BUYTarget Price: 1.25



May 7, 2015

XL Transformation Pains

Stock Name: AXIATA
Company Name: AXIATA GROUP BERHAD
Research House: TAPrice Call: SELLTarget Price: 7.00



Lacking immediate catalysts but expects dividend to stay competitive

Stock Name: YTL
Company Name: YTL CORPORATION BHD
Research House: MIDFPrice Call: HOLDTarget Price: 1.68



New products to mitigate Redbull

Stock Name: F&N
Company Name: FRASER & NEAVE HOLDINGS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 18.22



Anticipating commendable 1Q15 Results

Stock Name: DAYANG
Company Name: DAYANG ENTERPRISE HOLDINGS BHD
Research House: MIDFPrice Call: BUYTarget Price: 3.82



May 6, 2015

1QFY15 Results Update

Stock Name: NHFATT
Company Name: NEW HOONG FATT HOLDINGS BHD
Research House: NETRESEARCHPrice Call: BUYTarget Price: 3.20



Maiden NGC Contributions

Stock Name: HARTA
Company Name: HARTALEGA HOLDINGS BHD
Research House: TAPrice Call: SELLTarget Price: 7.05



Unexpected RM45mn Amortization Cost in 1Q15

Stock Name: AIRPORT
Company Name: MALAYSIA AIRPORTS HOLDINGS BHD
Research House: TAPrice Call: SELLTarget Price: 6.94



Dairies the Driver

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



Dividend-In-Specie Went Ex

Stock Name: SUNWAY
Company Name: SUNWAY BERHAD
Research House: MIDFPrice Call: BUYTarget Price: 3.86



Earnings under pressure from rising costs

Stock Name: AIRPORT
Company Name: MALAYSIA AIRPORTS HOLDINGS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 7.26



Earnings Dragged Down By Hotel Division

Stock Name: KLCC
Company Name: KLCC PROP&REITS-STAPLED SEC
Research House: MIDFPrice Call: HOLDTarget Price: 6.88



Lost profit on start-up and decommissioning

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



Soft drinks segment a bane

Stock Name: F&N
Company Name: FRASER & NEAVE HOLDINGS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 18.98



Positive momentum remains

Stock Name: UNISEM
Company Name: UNISEM (M) BHD
Research House: MIDFPrice Call: BUYTarget Price: 2.74



May 5, 2015

Contribution from Ocean 3 Alliance in Full Swing

Stock Name: WPRTS
Company Name: WESTPORTS HOLDINGS BERHAD
Research House: MIDFPrice Call: HOLDTarget Price: 4.40



New JV in Entertainment Attractions

Stock Name: PARKSON
Company Name: PARKSON HOLDINGS BHD
Research House: MIDFPrice Call: HOLDTarget Price: 2.44



Petroleum and offshore offset weak LNG segment

Stock Name: MISC
Company Name: MISC BHD
Research House: MIDFPrice Call: HOLDTarget Price: 8.75



Looking forward to FY16

Stock Name: HARTA
Company Name: HARTALEGA HOLDINGS BHD
Research House: JF APEXPrice Call: HOLDTarget Price: 8.23