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FLOWS
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Wednesday, 15 July, 2015
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BUY
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GENM, SKPETRO
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SELL
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PCHEM
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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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NAIM (5073)
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15/07/2015
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RM2.25
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BUY
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RM2.25
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Its macd cut up yesterday on one of the highest
volume for the past 2 mths. Trading at prospective PER of 7.0x vs peers
average of 11.4x, p/bk of 0.42x vs 5-yr average of 0.73x and being a premier
Sarawak contractor, Naim will outperform from +ve newsflow such as the
recently reported RM27b Pan-Borneo Highway (which is fully govt-funded & expected
to be tendered out beginning this year) & other massive projects under
the SCORE blueprint. Buy (TP:RM2.70, FY16 PER 10x)
(PT)
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CYPARK (5184)
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15/07/2015
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RM1.73
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BUY
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RM2.16
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Stock is trading between its 61.8% & 76.4% retracement
of its earlier 4-yr move from 1.20 to 2.92. It successfully tested its
critical support of 1.68 late last week & rebounded with a promising
hammer pattern on the weekly chart. The stk is down 18% ytd despite co
gaining traction in its operations esp its RE division. Phase 1 of the Ladang
Tanah Merah project has completed & Phase 2 that involves waste-to energy
plant has started. The co will generate fees of RM30-40/MT for every MT solid
waste that the landfill collects. Cypark is exp to deliver stronger results
in the qtrs ahead as new RE capacity comes in. Trading at FY10/16 PER of 6.4x
& p/bk of 0.95x vs 5-yr average of PER 8.5x & p/bk 1.9x, Cypark is a
Buy at current level. (TP: RM2.16 FY16 PER 8x)
(PT)
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Calls for JULY WEEK 1 WEEK 2 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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CSCENIC (7202)
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08/07/2015
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RM1.22
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ACCUMULATE
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RM1.50
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RM1.20
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-1.7%
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MMCCORP (2194)
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08/07/2015
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RM2.39
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ACCUMULATE
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RM3.00
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RM2.36
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-1.3%
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TMCLIFE (0101)
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09/07/2015
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RM0.56
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BUY
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RM0.62
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RM0.59
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+5.3%
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GTRONIC (7022)
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09/07/2015
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RM5.44
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ACCUMULATE
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RM6.00
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RM6.05
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+11.2%
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SALCON (8567)
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10/07/2015
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RM0.745
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ACCUMULATE
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RM1.05
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RM0.77
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+3.3%
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MUHIBBAH (5703)
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10/07/2015
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RM2.14
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ACCUMULATE
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RM2.74
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RM2.26
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+5.6%
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HUAYANG (5062)
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13/07/2015
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RM1.90
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ACCUMULATE
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RM2.40
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RM1.92
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+1.0%
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BJAUTO (5248)
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13/07/2015
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RM2.50
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BUY on weakness
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RM3.00
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RM2.60
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+4.0%
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SENDAI (5205)
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14/07/2015
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RM0.97
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ACCUMULATE
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RM1.10
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RM0.96
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-1.1%
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UEMS (5148)
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14/07/2015
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RM0.995
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Trading BUY
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RM1.12
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RM1.01
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+1.5%
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PERFORMANCE
ALERT
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STOCK
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Initiation
dates
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Initiation
price
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Target
Price
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Action
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Returns
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SKPETRO (5218)
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15/04/2015
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RM2.40
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RM2.75
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Take
profit
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14.5%
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UNISEM (5005)
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22/04/2015
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RM2.60
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BB
– RM2.30
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Trading
buy
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-
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SKPRES (7155)
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08/05/2015
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RM0.845
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RM1.10
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Take
profit
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19.5%
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TOPGLOV (7113)
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08/06/2015
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RM5.47
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-
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Trading
Sell
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-
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KNM (7164)
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23/06/2015
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RM0.54
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RM0.62
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Trading
Sell
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13.0%
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Performance
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Positive
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Negative
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Neutral
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