IDEAS OF THE DAY (SEE SEPARATE REPORTS FOR DETAILS)
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Market
Strategy: Budget 2014
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Sector
Update: Property
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Quick
Bites: CENSOF, DRBHCOM, KIMLUN
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On
Our Portfolio: Bull Horns In the Horizon?
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Economic
Viewpoint: Budget 2014, Inflation
NEWS HIGHLIGHTS
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Sapurakencana
contract for the provision of subsea inspection services (Comments included in
Kenanga Today)
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SP
Setia to launch projects with a GDV of RM10.3b within two years
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HSL
bags job for water pump construction
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SEB
in talks with local miners for supply of coal
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MB
lauds LBS for affordable housing offerings in Johor
FOREIGN NEWS
HIGHLIGHTS
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China's
Dongfeng still weighing benefits of investing in Peugeot
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Twitter
pitch to IPO investors hinges on potential for growth
ECONOMIC NEWS HIGHLIGHTS (MACRO BITS)
Global
l World Bank Intends To Boost Lending With Existing
Capital
l Japan
l Thailand’s Interest Rate Acceptable For Economy,
Kittiratt Says
l US Wholesale Inventories Rise More Than Expected In
August
l Orders Drop Shows U.S.
l Consumer Sentiment Slides In October On Government
Shutdown
l UK
l German Business Morale Falls
Currencies
l Dollar Struggles As Consumer Sentiment Weakens
Commodities
l U.S. Oil Futures Edge Up; Brent/Wti Spread Narrows
l Gold Up On Weak Economic Data, Deferred Tapering Of
Fed Stimulus