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FLOWS
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Thursday, 11 December, 2014
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BUY
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TENAGA, MAXIS, TM
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SELL
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FGV, DIGI, AMBANK
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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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TITIJYA (5239)
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11/12/2014
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RM1.76
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BUY
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RM2.50
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Trading at 6mths low despite prime land banking achievements in the
past year. GDV at listing one year ago has grown to RM11bn with an additional
RM4bn after completion of its KLCC acquisition. Unbilled sales still a
healthy RM630m with a target launch value of RM700 for 2015. Balance sheet
healthy with RM60m cash which will enable it to leverage when required for
working capital in future launches. Strong support at RM1.70 with immediate
target of RM2.00 and longer term of RM2.50. BUY
(DN)
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TMCLIFE (0101)
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11/12/2014
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RM0.48
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TRADING BUY
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RM0.55
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Trading below MGO price of 48sen by Peter Lim’s vehicle Sasteria in
Aug where they now hold 76.6% of the PUC. Organic growth to come from
additional hospital beds at their hospitals with more disciplines offered.
Will need to address free float requirement of 25% PUC to maintain listing
status hence a near tem corp exercise could be on the horizon. One scenario
posted earlier was for the group’s health care assets to be housed under this
vehicle with the injection of
(DN)
.
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Calls for DEC WEEK 1/ WEEK 2 2014
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STOCK
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Initiation
Dates
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Initiation
price
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BUY/SELL
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TARGET
PRICE
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LAST PRICE
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% Change
since Initiated
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MYEG (0138)
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03/12/2014
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RM4.16
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TAKE PROFIT
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-
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RM4.30
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+1.4%
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WELLCAL (7231)
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03/12/2014
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RM1.62
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ACCUMULATE
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RM1.80
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RM01.61
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-0.7%
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AFG (2488)
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04/12/2014
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RM4.77
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TRIM
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BB – RM4.20
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RM4.75
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-0.5%
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IHH (5225)
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04/12/2014
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RM4.78
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TRIM
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BB –RM4.20
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RM04.81
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+0.6%
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WPRTS (5246)
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08/12/2014
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RM3.30
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SELL
INTO STRENGTH
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BB – RM2.90
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RM3.26
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-1.3%
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IJM (3336)
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08/12/2014
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RM6.57
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ACCUMULATE
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RM7.20
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RM6.61
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+0.6%
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UNISEM(5005)
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09/12/2014
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RM1.95
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TAKE PROFIT
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BB – RM1.45
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RM1.95
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0.0%
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PADINI (7052)
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09/12/2014
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RM1.63
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BUY ON WEAKNESS
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RM1.85
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RM1.63
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0.0%
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CIMB(1023)
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10/12/2014
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RM5.41
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ACCUMULATE
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RM6.15
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RM5.50
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+1.6%
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PETDAG(5681)
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10/12/2014
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RM17.62
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TRADING BUY
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RM20.86
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RM17.72
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+0.5%
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Performance
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Positive
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Negative
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Neutral
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