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FLOWS
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Monday, 8 April, 2013
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BUY
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MAYBANK, ALAM, AFFIN
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SELL
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BJTOTO, MRCB, GENM
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STOCK 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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FITTERS(9318)
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8/4/2013
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RM0.62
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ACCUMULATE
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RM0.75
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Fitters
(RM0.62) - Stock remains one of the cheaper proxy to green tech growth in
Malaysia trading at only 6x PE. We see group being one of the high growth
green stock as they own the rights to the technology to green palm oil
milling as well as their recent launch of its plasma gasification technology
which the group guided a double digit IRR for the project. Stock has broken
its year-long downtrend and has started a new one. MACD just cut up;
stochastic suggest a buy signal. Accumulate. TP of RM0.75 (RL)
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CMMT(5180)
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8/4/2013
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RM1.89
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Defensive BUY
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RM2.06
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CMMT
(RM1.89) – We believe that the stock will be a safe haven for investors
pre-election behind it’s increasing DPU (+6% yoy), and high occupancy rate of
its malls and more asset enhancing initiative done to increase floor space
& rental price. A medium-term catalyst for the
stock would be the injection of Queensbay Mall,
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Calls for MARCH Week 4/ APRIL
Week 1
|
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STOCK
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Initiation Dates
|
Initiation price
|
BUY/SELL
|
TARGET
PRICE
|
LAST PRICE
|
% Change since Initiated
|
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TSH(9059)
|
1/4/2013
|
RM2.18
|
Long Term BUY
|
RM2.70
|
RM2.18
|
0.0%
|
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HUAYANG(5062)
|
1/4/2013
|
RM1.81
|
Strong BUY
|
RM2.10
|
RM1.87
|
+3.3%
|
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YTL(4677)
|
2/4/2013
|
RM1.64
|
ACCUMULATE
|
RM2.00
|
RM1.63
|
+0.6%
|
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PERISAI(0047)
|
2/4/2013
|
RM1.08
|
BUY
|
RM1.40
|
RM1.16
|
+6.9%
|
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UNISEM(5005)
|
3/4/2013
|
RM0.905
|
Trading BUY
|
RM1.10
|
RM0.915
|
+1.1%
|
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EKOVEST(8877)
|
3/4/2013
|
RM2.88
|
Trading BUY
|
RM3.50
|
RM2.82
|
-2.1%
|
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SCOMIES(7045)
|
4/4/2013
|
RM0.395
|
BUY
|
RM0.50
|
RM0.40
|
+1.2%
|
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BAT(4162)
|
4/4/2013
|
RM64.90
|
Trading SELL
|
RM58.00
|
RM62.94
|
-3.1%
|
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SCIENTX(4731)
|
5/4/2013
|
RM3.78
|
Trading SELL
|
RM3.40
|
RM3.77
|
-0.2%
|
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COASTAL(5071)
|
5/4/2013
|
RM2.00
|
Trading BUY
|
RM2.50
|
RM2.05
|
+2.5%
|
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Monday, April 8, 2013
Morning Call | 8 April 2013
