Thursday, June 26, 2014

Market Roundup | 25 June 2014


 
FBMKLCI   1889.55    -2.78pts    (-0.15%)     Volume  1.730b   Value 2.177b
 
 
 
1) The KLCI gapped down at the opening after the US market recorded its biggest decline for the month despite the better consumer confidence and new home sales number. The regional bourses were generally weaker following the negative sentiments from the West as HSI -0.06%, SHCOMP -0.43%, NIKKEI -0.71% and most of the indices were down just before US release its Quarterly GDP tonight. In the local market, OSV players picked up on activity on the back of the ICON +3.24% offshore listing today, PERDANA +3.27%, ALAM 0.00%, UMWOG 0.00%. Market breadth was generally negative today as losers towered over gainers by 545 : 300. Futures closed at 1889 (parity).
 
 
 
2) Heavyweights : PBBANK -0.59% RM20.02, SKPETRO -1.13% RM4.36, GENTING -0.69% RM9.99, FGV -1.58% RM4.34, DIGI -0.52% RM5.71, YTL -1.25% RM1.58, TENAGA +1.16% RM12.20, SIME +0.41% RM9.66.
 
 
 
3) DBT : JTIASA 21mil @ RM2.13 (2.15% PUC @ 17.5% discount), REDTONE 19.2mil @ RM0.73, BJAUTO 9.2mil @ RM2.27 (1.13% PUC).
 
 
 
4) Situational:-
 
ICON  +3.24% RM1.91 - Icon Offshore Bhd, the largest initial public offer so far this year, made a strong debut on the Main Market today, opening at RM2.10 above its final retail offer price of RM1.85 but closed just 6 sen above. It raised RM944.9mil under its IPO which is the top end of the guidance provided by the company which is majority owned by Ekuiti Nasional Bhd. Icon Offshore was a merger between Tanjung Offshore Bhd's offshore support vessel (OSV) unit, which Ekuinas bought in 2012, and Omni Petromaritime Sdn Bhd in a deal put together by Ekuinas in 2012.
 
 
 
5) MAS
 
 
 
At its AGM today, its CEO revealed that the company is looking at reviewing its future plane expansion although current order will go ahead.  It was also revealed that the company was in need of a total revamp as its turnaround plan has reached critical point. Changes needed will require the full support of the unions, staff and shareholders of the company.  MAS also clarified that it was not in talks with any other airline to help its planned restructuring. Incidentally Etihad which was earlier linked to be in talks to take an equity stake has since denied and today instead announce acquisition of 49% in Alitalia.
 
 
 
6) Market - The KLCI along with global market indices are set to take a breather after its record setting pace so far this year. Immediate psychological resistance of 1900pts with 1860pts the support.