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FLOWS
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Tuesday, 29 September, 2015
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BUY
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MAYBANK,
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SELL
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TENAGA,
SKPETRO, SIME
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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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HARTA (5168)
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29/09/2015
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RM4.98
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TRIM
|
RM3.80
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Since share px went ex-bonus on the 14th
Sept, it has gained another 20% reaching new all time high w RSI at 75%.
Currently trades at 29xMARFY16 n 24xFY17 PER vs 3yr fwd average of 19.8x. We
believe current price has priced in the capacity expansion story. Although
company benefit from USD strength, but any savings is expected to be passed
on to customers w more frequent repricing of products. Trim w TP: RM3.80
(20xCY16 PER)
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DSONIC (5216)
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29/09/2015
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RM1.45
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SELL
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RM1.20
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Share price had gained 37% since our buy call
in June and is expected to hit resistance level of RM1.47. At this juncture
we advocate a Sell into strength as its trading at 25xMarFY16 n 21xFY17 PER
vs 3yr average of 18x. Any job wins from passport related jobs is mostly
priced in. SELL w Buyback level of RM1.20
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Calls for SEPT WEEK 3 /WEEK 4 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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UZMA (7250)
|
21/09/2015
|
RM2.07
|
Trading SELL
|
BB -RM1.72
|
RM2.00
|
-3.4%
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SENDAI (5205)
|
21/09/2015
|
RM0.80
|
ACCUMULATE
|
RM1.00
|
RM0.78
|
-2.5%
|
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HOHUP (5169)
|
22/09/2015
|
RM0.93
|
ACCUMULATE
|
RM1.37
|
RM0.89
|
-4.4%
|
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AIRPORT (5014)
|
22/09/2015
|
RM5.38
|
TRIM
|
RM1.00
|
RM5.15
|
-4.3%
|
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GENP (2291)
|
23/09/2015
|
RM10.18
|
TRIM
|
-
|
RM9.94
|
-2.4%
|
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NAIM (5073)
|
23/09/2015
|
RM2.23
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BUY
|
RM2.80
|
RM2.16
|
-3.2%
|
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IOIPG (5249)
|
25/09/2015
|
RM1.89
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SELL
|
1.60
|
RM1.94
|
+2.6%
|
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QL (7084)
|
25/09/2015
|
RM4.01
|
TRIM
|
-
|
RM4.02
|
+0.2%
|
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UMWOG (5243)
|
28/09/2015
|
RM1.30
|
TRIM
|
1.05
|
RM1.25
|
-3.9%
|
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MMC (2194)
|
28/09/2015
|
RM2.15
|
SELL
|
RM1.80
|
RM2.18
|
+1.3%
|
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PERFORMANCE
ALERT
|
|||||
|
STOCK
|
Initiation dates
|
Initiation price
|
Target Price
|
Action
|
Returns
|
|
SASBADI (5252)
|
01/09/2015
|
RM2.25
|
RM2.65
|
Take Profit
|
+17.7%
|
|
AIRPORT (5014)
|
03/09/2015
|
RM4.41
|
RM5.58
|
Take Profit
|
+25.6%
|
|
UZMA (7250)
|
04/09/2015
|
RM1.73
|
RM2.00
|
Take Profit
|
+15.6%
|
|
Performance
|
|
|
Positive
|
|
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Negative
|
|
|
Neutral
|
|