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FLOWS
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Wednesday, 22 July, 2015
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BUY
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MAYBANK, GAMUDA
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SELL
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SKPETRO
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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
|
TARGET PRICE
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TASCO (5140)
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22/07/2015
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RM3.99
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BUY
|
RM4.94
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Share price has consolidated
well at RM3.80 lvl.after pulling back from its high of RM4.50 in May. Being a
integrated logistic provider, company has the advantage of leveraging on the
global network of Yusen Logistics. Plans already afloat to double its
warehouse space over next 3 yrs w CAPEX of RM200m. Company is also exploring
opportunities into last mile delivery. Recently announced share split
involving the subdivision of 1 share into 2 has been submitted to Bursa. This
is expected to further boost its liquidity. Buy with TP: RM 4.94 (13xFY16
PER)
(TYK)
 |
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TOPGLOV (7113)
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22/07/2015
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RM7.77
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Sell into Strength
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BB - RM7.00
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Share price has risen 50%
since Jun w MACD at overbought level of 82%. Although current market
conditions is favourable to glove makers w recent MERS virus n USD strength,
we believe share price has overshot its fundamentals w fwd PER of 20x ave 5yr
average of 15x. We advocate a sell into strength with TP: RM7.00
(TYK)
 |
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Calls for JULY WEEK 2 WEEK 3 2015
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STOCK
|
Initiation
Dates
|
Initiation
price
|
BUY/SELL
|
TARGET
PRICE
|
LAST PRICE
|
% Change
since Initiated
|
||||
|
HUAYANG (5062)
|
13/07/2015
|
RM1.90
|
ACCUMULATE
|
RM2.40
|
RM1.91
|
+0.5%
|
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BJAUTO (5248)
|
13/07/2015
|
RM2.50
|
BUY on weakness
|
RM3.00
|
RM2.61
|
+4.4%
|
||||
|
SENDAI (5205)
|
14/07/2015
|
RM0.97
|
ACCUMULATE
|
RM1.10
|
RM1.03
|
+6.1%
|
||||
|
UEMS (5148)
|
14/07/2015
|
RM0.995
|
Trading BUY
|
RM1.12
|
RM1.00
|
+0.5%
|
||||
|
NAIM (5073)
|
15/07/2015
|
RM2.25
|
BUY
|
RM2.25
|
RM2.38
|
+5.7%
|
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|
CYPARK (5184)
|
15/07/2015
|
RM1.73
|
BUY
|
RM2.16
|
RM1.84
|
+6.3%
|
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|
SUNWAY (5211)
|
20/07/2015
|
RM3.47
|
BUY
|
RM3.76
|
RM3.47
|
0.0%
|
||||
|
UZMA (7250)
|
20/07/2015
|
RM2.52
|
ACCUMULATE
|
RM2.84
|
RM2.52
|
0.0%
|
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|
MFCB (3069)
|
21/07/2015
|
RM2.35
|
Trading BUY
|
RM2.80
|
RM2.30
|
-2.2%
|
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|
CMSB (2852)
|
21/07/2015
|
RM5.50
|
Take Profit
|
RM5.00
|
RM5.58
|
+1.4%
|
||||
|
PERFORMANCE
ALERT
|
|||||
|
STOCK
|
Initiation
dates
|
Initiation
price
|
Target
Price
|
Action
|
Returns
|
|
SKPETRO (5218)
|
15/04/2015
|
RM2.40
|
RM2.75
|
Take
profit
|
14.5%
|
|
UNISEM (5005)
|
22/04/2015
|
RM2.60
|
BB
– RM2.30
|
Trading
buy
|
-
|
|
SKPRES (7155)
|
08/05/2015
|
RM0.845
|
RM1.10
|
Take
profit
|
19.5%
|
|
TOPGLOV (7113)
|
08/06/2015
|
RM5.47
|
-
|
Trading
Sell
|
-
|
|
KNM (7164)
|
23/06/2015
|
RM0.54
|
RM0.62
|
Trading
Sell
|
13.0%
|
|
Performance
|
|
|
Positive
|
|
|
Negative
|
|
|
Neutral
|
|
