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FLOWS
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Tuesday, 28 April, 2015
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BUY
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DIGI, SKPETRO, YTL
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SELL
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MISC, GENTING, FGV
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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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GBGAQRS (5226)
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28/04/2015
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RM1.36
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BUY
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RM1.80
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Since consolidating at RM1.25, share
price has moved up steadily and is expected to retest its recent high of
RM1.45 with pick up in volume evident. Company is a proxy to Klang Valley
infra plays having won MRT jobs from phase 1. Current outstanding
construction orderbook is sizeable at RM700m while property division has combined
GDV of RM1bn from Westlake@Puchong and The LINQ@Kinrara Uptown. Recent JV
with Suria capital for a mixed development on 7acres land with GDV RM1.8bn
could potentially generate significant profits in coming years. Trades at
7.5x PE with 3.2% yield. Buy with TP: RM1.80 (10xPE)
(TYK)
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CBIP(7076)
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28/04/2015
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RM2.07
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BUY
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RM2.32
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Since falling from its peak
of RM2.53, share price has consolidated well at RM2.00 and appears poised to
reverse its down trend with weekly MACD cutting up. Breaking above RM2.11
could see share price retest RM2.20 and eventually RM2.50 level. Despite the
weaker CPO prices, CBIP has steadily replenished its orderbook with 3
contract wins Ytd totalling RM100m. Outstanding orderbook for POME now stands
at RM500m. Further catalyst would come from patent approval and
commercialisation of its zero-discharge mill which could further grant
company an extension of its pioneer status. Buy with TP: RM2.32
(TYK)
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Calls for APRIL WEEK 3 / WEEK 4 2015
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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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SUNWAY (5211)
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21/04/2015
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RM3.75
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ACCUMULATE
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RM4.50
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RM3.84
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+2.4%
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BJTOTO (1562)
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21/04/2015
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RM3.26
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ACCUMULATE
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RM3.60
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RM3.27
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+0.3%
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UNISEM (5005)
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22/04/2015
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RM2.60
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TRIM
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RM2.30
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RM2.49
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-4.3%
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JCY (5161)
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22/04/2015
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RM0.785
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Trading Buy
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RM0.95
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RM0.77
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-2.0%
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HLI (3301)
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23/04/2015
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RM4.94
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BUY
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RM6.00
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RM4.94
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0.0%
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ASTINO (7162)
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23/04/2015
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RM0.865
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Buy on Weakness
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RM1.10
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RM0.81
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-6.4%
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KOSSAN (7153)
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24/04/2015
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RM5.73
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Take Profit
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RM5.10
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RM5.74
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+0.1%
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IJM (3336)
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24/04/2015
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RM7.40
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Accumulate
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RM8.35
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RM7.38
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-0.3%
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CENTURY (7117)
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27/04/2015
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RM0.89
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ACCUMULATE
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RM1.12
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RM0.905
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+1.6%
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FAVCO (7229)
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27/04/2015
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RM2.87
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BUY
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RM3.20
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RM2.89
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+0.6%
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Performance
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Positive
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Negative
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Neutral
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