Morning Call | 6 November 2014

FLOWS		Thursday, 6 November, 2014
BUY		SKPETRO, AXIATA, GENM
SELL		MAYBANK, WCT, AMBANK
STOCK ALERT
We have extrapolated a list of high yielding stocks with strong business models and sustainable earnings for funds looking at a defensive yield play.
FBMKLCI Name LAST PRICE Market Cap Fwd PE Ratio FY14 Dividend Yield FY15 Dividend Yield REITS QCAPITA QUILL CAPITA TRUST 1.17 460.35 12.83 7.26 7.95 YTLREIT YTL HOSPITALITY REIT 1.04 1377.36 13 7.69 7.69 HEKTAR HEKTAR REAL ESTATE INVESTMEN 1.53 612.97 12.24 7.39 7.19 CMMT CAPITAMALLS MALAYSIA TRUST 1.45 2561.72 16.18 6.21 6.55 SUNREIT SUNWAY REAL ESTATE INVESTMEN 1.51 4455.09 17.47 5.7 6.49 IGBREIT IGB REAL ESTATE INVESTMENT T 1.34 4,577 19.85 5.22 5.52 AXREIT AXIS REAL ESTATE INVESTMENT 3.69 1,711 19.32 5.42 5.47 PAVREIT PAVILION REAL ESTATE INVEST 1.5 4,521 19.74 5.13 5.27           Gaming BJTOTO BERJAYA SPORTS TOTO BHD 3.47 4,732 12.54 7.18 7.52 MAGNUM MAGNUM BHD 3.03 4,303 14.18 6.2 6.17           Media MEDIA MEDIA PRIMA BHD 1.93 2,125 11.71 6.42 7.31 STAR STAR PUBLICATIONS (MALAYSIA) 2.48 1,852 12.87 6.65 6.69 MEDIAC MEDIA CHINESE INTERNATIONAL 0.88 1,502 10.27 6.09 6.09           Others HUAYANG HUA YANG BHD 2.28 602 5.95 5.83 6.71 UOADEV UOA DEVELOPMENT BHD 2.1 3,019 10.29 5.43 6.57 MATRIX MATRIX CONCEPTS HOLDINGS BHD 2.97 1,362 8.16 5.72 6.5 CARLSBERG CARLSBERG BREWERY MALAYSIA BHD 10.52 3,322 17.31 5.81 6.11 MAYBANK MALAYAN BANKING BHD 9.66 89,915 12.95 5.62 5.95 TGUAN THONG GUAN INDUSTRIES BHD 2.13 219 6.44 4.51 5.16 GAB GUINNESS ANCHOR BHD 12.72 3,885 19.14 5 5.2 AFG ALLIANCE FINANCIAL GROUP BHD 4.78 7,400 12.48 4.52 5
Calls for OCT WEEK 4 / NOV WEEK 1 2014
STOCK	Initiation Dates		Initiation price	BUY/SELL	TARGET PRICE	LAST PRICE	% Change since Initiated
VITROX (0097)	30/10/2014		RM2.42	ACCUMULATE	RM2.80	RM2.64	+9.0%
MAYBULK (5077)	30/10/2014		RM1.48	ACCUMULATE	RM1.75	RM1.53	+3.3%
PANTECH (5125)	31/10/2014		RM0.97	ACCUMULATE	RM1.18	RM0.965	-0.5%
AIRPORT (5014)	31/10/2014		RM7.26	TRIM	RM6.60	RM7.14	-1.7%
SALCON (8567)	3/11/2014		RM0.74	TRADING BUY	RM0.82	RM0.735	-0.7%
GTRONIC (7022)	3/11/2014		RM4.52	TRADING BUY	RM4.99	RM4.55	+0.6%
SOP (5126)	4/11/2014		RM5.75	ACCUMULATE on weakness	RM6.20	RM5.70	-0.9%
MMCCORP (2194)	4/11/2014		RM2.58	BUY – closer to RM2.30	RM2.80	RM2.53	+0.3%
PARKSON (5657)	5/11/2014		RM2.52	BUY	RM3.10	RM2.52	0.0%
SIME (4197)	5/11/2014		RM9.68	BUY	RM10.50	RM9.68	0.0%

 

 

Performance
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