Bursa Malaysia Stock Watch

RHBInvest Research Highlights 02nd September 2011

kltrader
Publish date: Fri, 02 Sep 2011, 10:28 AM
kltrader
0 20,638
This blog provides consolidated Bursa Malaysia stock market research, analysis, news and blogs from various sources. You can search and find all the past analysis and coverage on stocks and news by searching within this site. While this blog re-publishes contents from other sites, it does not own the rights nor responsible for the accuracy of the contents. If you disagree to your content from being published here, please add a comment, and your article will be removed from this site.
Following Message
02nd September 2011
 
Top Story: Earnings Review ' Stumbling growth and global risk aversion
Strategy Update
''       2Q results continued to surprise on the downside despite our recent downward revision in earnings to take into account a slower-than-expected global economic recovery.  Of the 115 companies that we cover, 62 of the results (53.1% of the total) were within our expectations, 38 below projections (33.0% of the total) and 15 above forecasts (13.1% of the total).
 
Sector Call
 
Banks: 2QCY11 report card ' Another quarter of record profits but growth slowing              Neutral
Sector Update
''       Generally, there were no major earnings surprises in the recent 2QCY11 reporting season.
 
Telecom: Mega school internet project                 Overweight
Sector Update
''       Six companies (Maxis, Celcom, YTL Comms, Jaring, Multimedia Synergy Corp and a joint TM-Time dotCom bid) have been reportedly shortlisted for the RM1.5bn 5-year contract to provide Internet access and a virtual learning module (VLM) platform for the 9,924 schools in the country.
 

More articles on Bursa Malaysia Stock Watch
Berjaya Auto - A play on weaker yen

Created by kltrader | Nov 04, 2014

Maybank Research Highlights - 4 Nov 2014

Created by kltrader | Nov 04, 2014

Tambun Indah - The 2nd Penang Bridge To Narrow Property Price Gap

Created by kltrader | Oct 11, 2012

Media - Hoping For A Seasonally Strong Finish (Neutral)

Created by kltrader | Oct 11, 2012

Banking - Heavyweights To Deliver (Overweight)

Created by kltrader | Oct 11, 2012

Plantation ' Share Prices Not Reflecting CPO Price Movement ' Is A Correction Coming? (Neutral)

Created by kltrader | Oct 11, 2012

Latexx Partner: M(ission)&A(ccomplished)

Created by kltrader | Oct 09, 2012

Prai power plant bid to be known today

Created by kltrader | Oct 09, 2012

Property - A Game Between Risk And Return (Neutral)

Created by kltrader | Oct 05, 2012

RHB Research - Market Outlook & Strategy 4Q2012

Created by kltrader | Oct 04, 2012

Discussions
Be the first to like this. Showing 0 of 0 comments
Post a Comment