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FLOWS
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Tuesday, 20 November, 2012
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BUY
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CIMB, DIGI, ARMADA
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SELL
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GAMUDA, MUDAJYA, MAS
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SECTOR ALERT
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STOCK NAME
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DATE
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PRICE
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BUY/SELL
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TARGET PRICE
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MBMR (5983)
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20/11/2012
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RM3.42
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BUY
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RM3.72
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Recent poor results due to weaker vehicle
sales saw stk easing off peak of RM4.12 and has been consolidating at current
RM3.40 lvls which is also the 10, 50D SMA support. Attractive at current lvls
as trades at mere PER 8x and strong contribution in coming months from
recently acquired Hirotako for increased airbag fittings as well as OMI alloy
wheel plant which will be ready to be commissioned in early 2013. Possibility
of a rerating should old rumour of co hiving off Perodua at attractive
valuations comes true - Buy
(LJN)
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KIMLUN (5171)
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20/11/2012
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RM1.33
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Trading BUY
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RM1.60
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Stock has retreated 15% to current lvls with
technicals: MACD oversold, RSI 40. Sitting on OB RM1.4bn to last till 2015
with market cap of RM320m at cheap valuations PER 6x. It boasts of a strong
Johor track record to further enhance their chances of participating in more
IDR development. Co also remains the front runner for further tunnelling
works/MRT in Malaysia and Singapore with its Senawang plant for MRT on track
for production in 4Q. Co is venturing into property development as
diversification from thinning construction margins with its maiden launch of
Cyberjaya project in 4Q.Trading Buy with target of RM1.60
(LJN)
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Calls for OCT Week 3 / Week 4
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STOCK
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Initiation Dates
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Initiation price
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BUY/SELL
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TARGET
PRICE
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LAST
PRICE
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% Change since Initiated
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DRBHCOM (1619)
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09/11/2012
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RM2.40
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Trading BUY
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RM2.80
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RM2.51
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+4.5%
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CMSB (2852)
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09/11/2012
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RM3.28
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ACCUMULATE
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RM3.60
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RM3.27
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+0.2%
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GAMUDA (5398)
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12/11/2012
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RM3.66
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BUY
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RM4.00
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RM3.65
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-0.2%
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UEMLAND (5148)
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12/11/2012
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RM2.13
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TRIM
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RM1.90
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RM2.22
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+4.8%
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KLK (2445)
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14/11/2012
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RM20.72
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BUY
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RM4.00
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RM2060
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+0.05%
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TWSPLNT (6327)
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14/11/2012
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RM4.03
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BUY
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RM1.90
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RM4.09
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+1.5%
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COASTAL (5071)
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16/11/2012
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RM2.01
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BUY
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RM2.40
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RM2.02
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+0.5%
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QL (7084)
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16/11/2012
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RM3.15
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BUY
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RM3.55
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RM3.20
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+1.4%
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YTLP (6742)
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19/11/2012
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RM1.53
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BUY
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RM1.70
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RM1.53
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0.00%
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RHBCAP (1066)
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19/11/2012
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RM7.60
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BUY
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RM8.20
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RM7.66
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+0.8%
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Tuesday, November 20, 2012
Morning Call | 20 Nov 2012
