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FLOWS
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Thursday, 01 November, 2012
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BUY
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MAXIS, IJM, MAS
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SELL
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GENM, TENAGA, KNM
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Stock Alert
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STOCK
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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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MAS
(3786)
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01/11/2012
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RM1.03
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TRADING BUY
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RM1.24
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MAS (RM1.03) – Khazanah’s
commitment to meet MAS funding demands has help buy time for the airline to
get its house in order. Recent moves of addressing legacy problems of
inefficiencies and ageing fleet will help reduce cost and improve yield. News
flow has also improved with the recent announcement of inclusion into the Oneworld
Alliance by Feb 2013. It could also eke out a small profit in its 3Q numbers
from a cut in capacity, higher load factors and lower fuel cost. Technical
indicators are showing a positive divergence and a breakout from RM1.08 could
possibly see a short term target of RM1.24. Trading BUY
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POS
(4634)
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01/11/2012
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RM3.02
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BUY
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RM3.80
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POS
(RM3.02) – Re energized with DRB as
its new shareholder. Introducing new revenue stream products such as direct
mail to leverage on its large database. It is also taking advantage of the
wide reach of its parent with synergies through Bank Muamalat, Uni Asia and
its auto group. Unlocking of its hidden value in its land bank could also
begin soon with the redevelopment of a 2 acre plot of land in Brickfields which
does not fall under the Postal Act. Price has consolidate down to its SMA 100
support level of RM2.96, we rate it a medium term accumulate with a target of
RM3.80
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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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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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SCABLE (5170)
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24/10/2012
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RM1.69
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BUY
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RM2.20
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RM1.68
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-0.59%
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FABER (1368)
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24/10/2012
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RM1.49
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Trading BUY
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RM1.72
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RM1.45
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-2.68%
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DIJACOR (5401)
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25/10/2012
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RM1.04
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Trading BUY
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RM1.20
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RM1.06
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1.92%
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MAXIS (6012)
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25/10/2012
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RM6.89
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BUY
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RM
7.50
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RM6.96
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1.00%
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TRC (5054)
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29/10/2012
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RM0.585
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BUY
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RM0.73
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RM0.595
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1.70%
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MKLAND (8893)
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29/10/2012
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RM0.375
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BUY
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RM0.465
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RM0.375
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0.00%
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DIALOG (7277)
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30/10/2012
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RM2.36
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BUY
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RM2.58
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RM2.40
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1.69%
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GENM (4715)
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30/10/2012
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RM3.48
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Accumulate
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RM3.80
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RM3.59
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3.16%
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SENDAI (5205)
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31/10/2012
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RM1.44
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BUY
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RM1.65
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RM1.44
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0.00%
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JTIASA (4383)
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31/10/2012
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RM2.33
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Accumulate
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RM2.60
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RM2.30
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-1.28%
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