Thursday, July 12, 2012

Market Roundup | 11 July 2012

FBM30 1629.45     +5.16 points (+0.32%)   Volume 1,341mil      Value     2,490mil      

1) KLCI continued to track higher as index erased early morning losses led by AXIATA+3.4% as index reached a high of 1632.15 (+7.86pts). Regionals ended mixed but was mainly in the negative territory as investors are cautious following disappointing earning guidance in the US. Plantation+0.91% continued to outperform led by KULIM+5.5%, BSTEAD+3% and TDM+5.3%. Market breadth was positive with advancers edging decliners 405:364. Futures closed 1636pts (6.5 points premium). 

2) Heavyweights: AXIATA+3.41% RM5.76, CIMB+0.64% RM7.86, PBBANK+0.43% RM14.06, TM+1.06% RM5.74, UMW+1.66% RM9.79, YTL-2.02% RM1.94, TENAGA-0.75% RM6.64, AIRASIA-2.11% RM3.72

3) DBT: STARREIT 20mil @ RM1.08 (1.5% PUC), SCOPE 12mil @ RM0.20 (4% PUC, 42% discount), MMC 5mil @ RM2.50 (3.8% discount)

4) Situationals:
ADVENTA+16.77% RM1.88: Share price surged after the company's major shareholder and a private equity proposed to pay RM2.10 per share to acquire Adventa glove business's asset and liabilities. Shareholders would receive at least RM1.70 in cash.

5) GADANG
Announce that it received and accepted the letter of acceptance from Mass Rapid Transit Corporation Sdn Bhd for the Projek Mass Rapid Transit Lembah Kelang: Jajaran Sungai Buloh-Kajang - Package V2  at a contract sum of RM863.4m. The Project involves the construction and completion of viaduct guideway and other associated works from Kota Damansara Station to Dataran Sunway Station.  This contract will increase the company's order books to around RM1.6bn. Largely expected announcement but there is still little sign of the construction sector revival as investors remain cautious over election implications.

6) Market - The plantation index continued to outperform today gaining a further 0.9% and is likely to trend higher bringing the KLCI along with it. Resistance seen at the 1650 levels.