Wednesday, September 11, 2013

Market Roundup | 10 September 2013


FBMKLCI   1764.95  +17.92pts  (+1.03%)   Volume  1.811b   Value 2.402b
 
1) The KLCI rallied for a 4th consecutive days led by the US market that closed higher overnight after Chinese exports beat projections on signs global economies are showing steady growth. Regional bourse were also optimistic after China retail sales, factory output and manufacturing all beat analyst expectation for the month of August. SHCOMP rose+1.15%  to close at a 3 months high. In the local market, volume picked up from the onset touching a high of 1774.14 (+27.11pts) as higher participation of foreign funds was evidenced with high trading volume seen in SKPETRO +2.77%, UEMS+6.32% , YTL +1.97%. Market breadth was positive with gainers leading losers by 592 : 182. Futures closed 1767pts (4 pts premium).
 
2) Heavyweights : CIMB +1.75% RM7.53, PBBANK +1.02% RM17.76, GENTING +2.04% RM10.00, SKPETRO +2.77% RM3.70, PETGAS +1.81% RM28.10, PPB +1.02% RM17.76, UEMS +6.32% RM 2.52, SIME +0.74% RM9.48
 
 
3) DBT : HUBLINE 7.3mil @ RM0.05, CSL 6.2mil @ RM0.23 (6.9% premium), OLDTOWN 3mil @ RM2.53.
 
4) Situational:-
 
TGOFF  +18.26% @ RM0.68 - Share price saw heavy trading after announcing It has fixed the issue price for the placement of up to 29.816m shares at 57 sen/share. Tanjung Offshore will raise up to RM17m via private placement.
 
OGAWA +17.44% RM1.01 - Healthcare and wellness company Ogawa World Bhd announced a RM1.05 per ordinary share takeover offer by Xiamen Comfort Science & Technology Group Co Ltd for a total value in excess of RM130 million.
 
5) GPACKET : Co announced that in reference to a news article published in a local business daily that said that it was close to sealing a deal to hive off its 55% owned 4G unit, Packet One Networks (M) Sdn Bhd (P1), it wishes to announce that as at to-date, it has not received any offer to purchase its shareholdings in P1. Nonetheless, as part of the efforts to maximize shareholder returns, the Company will continuously pursue possibilities of collaborations and partnerships to complement the Company's business strategy - Neutral on clarification.
 
6) Market : Recent RM strengthening back down to RM3.27 v USD from recent peak at RM3.33 supports the inflow of funds once again in our mkt. This is in line with continuous strong 2 day technical bounce as mkts are oversold as well as military strike against Syria has somewhat fizzled out. However, we still maintain stance of continuing to take profit as mkts remain jittery with uncertainties looming in upcoming FOMC on 17th-18th and domestically Budget 2014 and UMNO General Assembly in Oct. Trim on strength: MISC, Genting, GenM, BAT