Sunday, November 2, 2014

Stocks By CIMB

CapitaMalls Malaysia Trust (HD, TP:RM1.46) - Sg. Wang affected by MRT construction 
Classic Scenic Bhd - Picture perfect 
Daibochi Plastic Packaging (AD, TP:RM4.75) - Signs of recovery 
Public Bank Bhd (RD, TP:RM17.60) - Banking on active asset-liability management 
Daibochi Plastic Packaging (AD, TP:RM4.75) - FB gets a bad wrap 
Bursa Malaysia (AD, TP:RM8.82) - Decent 3Q14 earnings (AD, TP:RM6.30) - Executing well in a tough market 
Muhibbah Engineering (AD, TP:RM3.89) - Getting Rapid-ly warmer? 
Oil Gas - Overall (OW) - Contractually committed 
British American Tobacco (RD, TP:RM58.10) - Price hike boosted EPS

Tuesday, March 15, 2011

Impact from Japan Earthquake

Japan earthquake - impact on Malaysia
According to CLSA, Malaysia exports saw logs and sawn timber to Japan, and the rebuilding ahead could see rising demand for Ta Ann and WTK.
Steel players like Ann Joo, Kinsteel and Lion Corp would see firmer prices ahead, but margins could hurt from higher coal price.
Supply disruption for petrochemcials could lift product prices for Petchem.
Rising yen could raise operating costs for auto assemblers like Proton,
UMW and Tan Chong. Tenaga will see translation losses.
Higher demand for coal could push prices up over the near term, hurting Tenaga and Lafarge.
Disruption in logistics and factories could have near-term impact on MPI, Unisem and MISC.