Wednesday, June 6, 2012

Morning Call | 6 June 2012

MORNING CALL                                       6 JUNE 2012

FLOWS; 

BUYS: CIMB, Gamuda, IOIC
SELLS: IJM, SPSetia, TM  

Technical Stock Alert;
1)  DIALOG (RM2.32) - Its price has rebounded strongly in the past month after threatening to break down when it slumped to a low of RM2.16. The renewed optimism could be on the back of an earlier than expected announcement for an end user to its Pengerang Phase 2 Tank Terminal project. With the current run up, RSI is now close to the 70 levels with MACD in overbought territory. We recommend a sell into strength especially towards the strong resistance levels of RM2.42

2) MMC (RM2.60) -  Price is now trading around its year low of RM2.54 despite unlocking value from the listing of its subsidiary Gas Malaysia soon. There are more M&As likely in the pipeline as they are also the lead contender to privatize KTMB hence may lead to further divestment of non core assets. RSI has turned neutral with MACD looking to cut upwards, we recommend a trading BUY with first resistance around the RM2.76 levels and RM2.90 after.