Thursday, October 16, 2014

Market Roundup | 15 October 2014


FBMKLCI   1786.84    -9.54pts   (-0.53%)     Volume  2.044b   Value 2.165b

 

 

 

1) The KLCI closed at its day low after heavy selling in the 2h weighed the index closer to its 1780 support, the selling was triggered by the weak opening of the Europe market late in the afternoon. In the regional market, bourses were generally stronger after the HSI +0.40% broke a 3 day losing streak boosted by transportation & airlines names on the weak oil prices, SHCOMP+0.60%, NIKKEI +0.92% rose despite the weaker inflation data on hopes that the government will intervene. In the local scene, O&G related stocks continue to slide after a local bank downgrade ratings to neutral from overweight ALAM-7.2%, SKPETRO-5.27%, ARMADA -7.84% were the amongst the biggest loser of the sector. Market breadth was negative as losers outpaced gainers by 659 :209. Futures closed at 1780 (6.5pts discount)

 

 

 

2) Heavyweights : SKPETRO -5.27% RM3.41, MAYBANK -1.03% RM9.58, FGV -7.05% RM3.03, BAT -3.10% RM65.50, GENM -2.20% RM4.00, CIMB -0.76% RM6.48, MISC-2.35% RM6.63, DIGI +1.39% RM5.83

 

 

 

3) DBT : TOMYPAK 27.887mil @ RM1.17 (24.475% PUC @ 5.7% discount), YINSON 3.2mil @ RM2.46 (0.31% PUC), FABER 2.0mil @ RM3.01.

 

 

 

4) Situational:-

MELATI +2.40% RM1.28 - Melati Ehsan Holdings Bhd's wholly-owned unit, Pembinaan Kery Sdn Bhd, has accepted a letter of award (LOA) from Jabatan Kerja Raya Malaysia (JKR) worth RM59.5m. Melati Ehsan said the LOA was for the additional work scope of road construction project in East Coast of Peninsular Malaysia. The contract is for a period of 24 months and the expected date of completion is Oct 7, 2016.

 

 

 

5) MAS

 

MAS will hold an extraordinary general meeting on Nov 6 for minority shareholders to exercise their voting rights on the company's issued and paid-up capital reduction.

 

 

 

The company is proposing a reduction to RM1.16 billion comprising 11.59 billion ordinary shares from RM1.67 billion comprising 16.71 billion ordinary shares. The airline's share premium account will be reduced to RM865.59 million from RM1.74 billion.

 

It will then undertake a selective capital reduction and repayment (SCR) offer price of 27 sen

 

 

 

 

 

6) Market - Global jitters will continue to weigh down the KLSE with particular attention on the O&G segment with oil prices flirting with the key support levels of USD80. Expect investors to remain largely side line and selling into any technical in the short term.