Monday, December 17, 2012

Market Roundup | 14 Dec 2012

FBM 1651.98      -0.77pts (-0.05%)           Volume  767.9mil        Value RM1,326mil
1) KLCI snapped its positive streak falling to a low of 1644.53(-8.22pts) in the morning, before paring its losses as investors were buoyed by China's HSBC PMI preliminary numbers for December that came in at 50.9. HK+07% and SHCOMP+4% jumped on speculation China's government will lean support to the markets ahead of an annual policy setting meeting over the weekend. Market breadth remained negative with decliners edging advancers 339:304. Future closed 1651 (1point discount).  
2) Heavyweights: MAYBANK-0.55% RM9.02, IOICORP-0.6% RM4.97, KLK-1.2% RM21.32, AXIATA-0.31% RM6.51, PETDAG-1.68% RM22.18, UMW+2.38% RM12.04, PETGAS+0.87% RM18.64, GENTING+0.43% RM9.29
3) DBT: E&O 59.192mil @ RM1.59 (5.21% PUC), ANCOM 11.14mil @ RM0.39 (5.1% PUC), PELIKAN 5.551mil @ RM0.685 (4.2% discount), ASTRO 5mil @ RM2.87 (2.7% discount)
4) Situational:
PENERGY-3.55% RM1.63: Petra Energy is proposing a RM102 million rights issue to fund its participation in small field risk service contracts as well as finance its expansion into upstream activities. The oil and gas offshore services provider said it will undertake a renounceable rights issue on a basis of one rights share for every two existing shares. The group's 30% owned Coastal Energy KBM Sdn Bhd has a risk service contract with Petroliam Nasional Bhd (Petronas) for the development and production of petroleum from the Kapal, Banang and Meranti.
 
5)  MISC
Company has completed the 50% share disposal in Gumusut-Kakap semi-floating production system (L) Limited (GKL) to E&P Venture Solutions Co Sdn Bhd a wholly owned subsidiary of Petronas Carigali Sdn Bhd for cash consideration of USD305.7mil. This disposal will reduce the concentration of its investment in GKL and free-up MISC's cashflow with gearing falling to a respectable 0.3x.
6) Market - Choppy recovery to continue ahead of expected year end closing.