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FLOWS
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Wednesday, 4 February, 2015
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BUY
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TENAGA, GENM, MAYBANK
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SELL
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SKPETRO, IOICORP,
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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YINSON (7293)
SKPETRO (5218)
DAYANG (5141)
PERDANA (7108)
BARAKAH (7251)
DELEUM (5132)
MUHIBBAH (5703)
ARMADA (5210)
UZMA (7250)
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4/02/2015
|
RM3.15
RM2.84
RM2.72
RM1.14
RM0.90
RM1.67
RM1.90
RM1.20
RM1.94
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TRADING BUY
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-
-
-
-
-
-
-
-
-
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O&G - Brent crude broke
out from its double bottom neckline @ $52.42 on 29% above ave vol. Minimum
upside target is $57.27. US oil rig count dropped 94(7%) in a wk, the most
since data was collected in 1987, to lowest level in 3 yrs. Further drop is
exp as many producers' higher px forward hedges are ending this qtr. Crude
oil px rallied despite large-scale strike fm refineries after breakdown in
talks between Shell & trade union. Major FMs like Legg Mason, Blackstone,
Carlyle, etc have recently created >$25b funds to invest in energy co.
Trading buy: SKPetro, Yinson, Dayang, Perdana, Barakah, Deleum,
Muhibah, Armada, Uzma.
(PT)
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SASBADI (5252)
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04/02/2015
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RM1.41
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BUY
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-
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Sasbadi (RM1.41) - in the
resilient education ind with Msian young population, increasing student
enrollment & rising literacy rate to underpin future growth. It is exp to
roll out new pdts to capitalize on the revised exam format replacing Form 3
PMR. Its new learning centre, focusing on mathematics, science &
technology, is exp to commence by 1H15. This will tap the preschool education
where the govt has allocated RM530m. Yet, it trades at highly attractive valuation
of FY8/16 & FY8/17 PER of 8.5x & 6.4x, a 3-yr CAGR of 34% & div
yield of @ 5%. Buy
(PT)
 |
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Calls for Jan WEEK 4 / FEB
WEEK 1 2015
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STOCK
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Initiation
Dates
|
Initiation
price
|
BUY/SELL
|
TARGET
PRICE
|
LAST PRICE
|
% Change
since Initiated
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|
GDEX (0078)
|
26/01/2015
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RM2.20
|
BUY on weakness
|
RM2.50
|
RM1.66 (ex)
|
+0.5%
|
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GAB (3255)
|
26/01/2015
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RM12.28
|
ACCUMULATE
|
RM13.50
|
RM12.08
|
-1.7%
|
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JCY (5161)
|
27/01/2015
|
RM0.715
|
Sell into Strength
|
BB
- RM0.63
|
RM0.70
|
-2.1%
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UZMA (7250)
|
27/01/2015
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RM2.06
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Sell into Strength
|
BB – RM1.75
|
RM1.94
|
-5.9%
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KAREX (5247)
|
28/01/2015
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RM3.94
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TRIM
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BB - RM3.40
|
RM4.00
|
+1.5%
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UMWOG (5243)
|
28/01/2015
|
RM2.70
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TRIM
|
BB – RM2.40
|
RM2.70
|
0.0%
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HUAYANG (5062)
|
29/01/2015
|
RM2.17
|
BUY
|
RM2.60
|
RM2.15
|
-0.9%
|
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UCHITEC (7100)
|
29/01/2015
|
RM1.50
|
ACCUMULATE
|
RM1.75
|
RM1.49
|
-0.7%
|
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MBMR (5983)
|
30/01/2015
|
RM3.15
|
TRIM
|
-
|
RM3.16
|
+0.3%
|
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SENDAI (5205)
|
30/01/2015
|
RM0.61
|
ACCUMULATE
|
RM0.81
|
RM0.605
|
-0.9%
|
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Performance
|
|
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Positive
|
|
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Negative
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Neutral
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