|
FLOWS
|
Wednesday, 15 July, 2015
|
|||||||||
|
BUY
|
GENM, SKPETRO
|
|||||||||
|
SELL
|
PCHEM
|
|||||||||
|
STOCK ALERT
|
||||||||||
|
STOCK NAME
|
DATE
|
PRICE
|
BUY/SELL
|
TARGET PRICE
|
||||||
|
NAIM (5073)
|
15/07/2015
|
RM2.25
|
BUY
|
RM2.25
|
||||||
|
Its macd cut up yesterday on one of the highest
volume for the past 2 mths. Trading at prospective PER of 7.0x vs peers
average of 11.4x, p/bk of 0.42x vs 5-yr average of 0.73x and being a premier
Sarawak contractor, Naim will outperform from +ve newsflow such as the
recently reported RM27b Pan-Borneo Highway (which is fully govt-funded & expected
to be tendered out beginning this year) & other massive projects under
the SCORE blueprint. Buy (TP:RM2.70, FY16 PER 10x)
(PT)
 |
||||||||||
|
CYPARK (5184)
|
15/07/2015
|
RM1.73
|
BUY
|
RM2.16
|
||||||
|
Stock is trading between its 61.8% & 76.4% retracement
of its earlier 4-yr move from 1.20 to 2.92. It successfully tested its
critical support of 1.68 late last week & rebounded with a promising
hammer pattern on the weekly chart. The stk is down 18% ytd despite co
gaining traction in its operations esp its RE division. Phase 1 of the Ladang
Tanah Merah project has completed & Phase 2 that involves waste-to energy
plant has started. The co will generate fees of RM30-40/MT for every MT solid
waste that the landfill collects. Cypark is exp to deliver stronger results
in the qtrs ahead as new RE capacity comes in. Trading at FY10/16 PER of 6.4x
& p/bk of 0.95x vs 5-yr average of PER 8.5x & p/bk 1.9x, Cypark is a
Buy at current level. (TP: RM2.16 FY16 PER 8x)
(PT)
 |
||||||||||
|
|
||||||||||
|
Calls for JULY WEEK 1 WEEK 2 2015
|
||||||||||
|
STOCK
|
Initiation
Dates
|
Initiation
price
|
BUY/SELL
|
TARGET
PRICE
|
LAST PRICE
|
% Change
since Initiated
|
||||
|
CSCENIC (7202)
|
08/07/2015
|
RM1.22
|
ACCUMULATE
|
RM1.50
|
RM1.20
|
-1.7%
|
||||
|
MMCCORP (2194)
|
08/07/2015
|
RM2.39
|
ACCUMULATE
|
RM3.00
|
RM2.36
|
-1.3%
|
||||
|
TMCLIFE (0101)
|
09/07/2015
|
RM0.56
|
BUY
|
RM0.62
|
RM0.59
|
+5.3%
|
||||
|
GTRONIC (7022)
|
09/07/2015
|
RM5.44
|
ACCUMULATE
|
RM6.00
|
RM6.05
|
+11.2%
|
||||
|
SALCON (8567)
|
10/07/2015
|
RM0.745
|
ACCUMULATE
|
RM1.05
|
RM0.77
|
+3.3%
|
||||
|
MUHIBBAH (5703)
|
10/07/2015
|
RM2.14
|
ACCUMULATE
|
RM2.74
|
RM2.26
|
+5.6%
|
||||
|
HUAYANG (5062)
|
13/07/2015
|
RM1.90
|
ACCUMULATE
|
RM2.40
|
RM1.92
|
+1.0%
|
||||
|
BJAUTO (5248)
|
13/07/2015
|
RM2.50
|
BUY on weakness
|
RM3.00
|
RM2.60
|
+4.0%
|
||||
|
SENDAI (5205)
|
14/07/2015
|
RM0.97
|
ACCUMULATE
|
RM1.10
|
RM0.96
|
-1.1%
|
||||
|
UEMS (5148)
|
14/07/2015
|
RM0.995
|
Trading BUY
|
RM1.12
|
RM1.01
|
+1.5%
|
||||
|
PERFORMANCE
ALERT
|
|||||
|
STOCK
|
Initiation
dates
|
Initiation
price
|
Target
Price
|
Action
|
Returns
|
|
SKPETRO (5218)
|
15/04/2015
|
RM2.40
|
RM2.75
|
Take
profit
|
14.5%
|
|
UNISEM (5005)
|
22/04/2015
|
RM2.60
|
BB
– RM2.30
|
Trading
buy
|
-
|
|
SKPRES (7155)
|
08/05/2015
|
RM0.845
|
RM1.10
|
Take
profit
|
19.5%
|
|
TOPGLOV (7113)
|
08/06/2015
|
RM5.47
|
-
|
Trading
Sell
|
-
|
|
KNM (7164)
|
23/06/2015
|
RM0.54
|
RM0.62
|
Trading
Sell
|
13.0%
|
|
Performance
|
|
|
Positive
|
|
|
Negative
|
|
|
Neutral
|
|
