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FLOWS
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Tuesday, 27 October, 2015
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BUY
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TM, RBHCAP
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SELL
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GENM,
DIGI, TM
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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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PARAMON (1724)
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27/10/2015
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RM1.64
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ACCUMULATE
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RM2.20
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Share price has eased of c26% over the past 4
months presenting a good opportunity to accumulate a growth stock with
defensive qualities. We see catalysts coming from: 1) roll out of budget
schools leveraging on its Sri KDU brand with construction of 1,500 capacity
Klang campus by early 2016, 2) affordable housing project launch in 2H15
(Sepang), 3)RM1.3bn Batu Kawan education metropolis launching in 2016, 4)
potential education property asset monetization. Trades at 7.8x FY17 PER
supported by 5.5% yield (40-50% div policy); Accumulate. (TP: RM2.20).
(SPK)
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CMSB(2852)
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27/10/2015
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RM5.30
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BUY
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RM06.00
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The recently announced Budget 2016 allocation
for construction projects in East Malaysia will create unprecedented demand
for both construction services and building materials, which CMSB will
directly benefit from. These include amongst others, the Pan Borneo Highway,
Baleh hydroelectric power project, Kuching Centralised Wastewater Management
System, and Sarawak Corridor of Renewable Energy. Stock is currently showing
bullish signals trading above all short-term and long-term moving averages
and macd pending golden cross. Trades at 18x FY17 PER which we feel is justifiable given pending newsflow and state
elections; Buy with TP of RM6.00.
(SPK)
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Calls for OCT 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
|
% Change
since Initiated
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GENTING (3182)
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20/10/2015
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RM7.27
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ACCUMULATE
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RM8.14
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RM7.48
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+2.8%
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GDEX (0078)
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21/10/2015
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RM1.27
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TAKE
PROFIT
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BB – RM1.15
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RM1.34
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+5.5%
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SCABLE (5170)
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21/10/2015
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RM1.48
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BUY
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RM1.75
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RM1.49
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+0.6%
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HUAYANG (5062)
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22/10/2015
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RM1.81
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BUY
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RM2.04
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RM1.85
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+2.2%
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WTK (4243)
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22/10/2015
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RM1.03
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Trading
BUY
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RM1.20
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RM1.10
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+6.7%
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WASEONG (5142)
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23/10/2015
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RM1.18
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ACCUMULATE
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RM1.47
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RM1.20
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+1.6%
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CENTURY (7117)
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23/10/2015
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RM0.845
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Trading
BUY
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RM1.00
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RM0.86
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+1.7%
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ASTRO (6399)
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26/10/2015
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RM2.88
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BUY
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RM3.20
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RM2.90
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+0.6%
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TMCLIFE (0101)
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26/10/2015
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RM0.575
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ACCUMULATE
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RM0.69
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RM0.565
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+1.8%
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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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AIRPORT (5014)
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03/09/2015
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RM4.41
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RM5.58
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Take Profit
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+25.6%
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UZMA (7250)
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04/09/2015
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RM1.73
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RM2.21
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Take Profit
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+27.7%
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UMWOG (5243)
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28/09/2015
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RM1.30
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RM1.05
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Buy Back
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-
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Performance
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Positive
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Negative
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Neutral
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