Bursa Malaysia Stock Watch
RHBInvest Research Highlights 09th November 2011
kltrader
Publish date: Wed, 09 Nov 2011, 11:38 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.
09th November 2011
Top Story: Kencana ' No signs of slowing down Market Perform
Visit Note
'' For the EPCC division, the company is actively looking to beef up its fabrication capacity by increasing its overseas revenue contribution from countries like India and Australia as it is currently only operating at 50% utilisation. For its drilling division, the KM-2 and KM-3 rigs, which cost a cumulative US$290m (around RM870m), are expected to be completed by Mar 2013, and Jun/Jul 2013 respectively. The AME acquisition is also likely to exceed the RM40m profit guarantee.
Corporate Highlights
MBSB: Diversifying the loan book but high NIMs sustainable Outperform
Briefing Note
'' MBSB plans to diversify the loan book mix to roughly equal contribution from personal finance, mortgage and corporate/wholesale segments over the next 12-18 months.
Hartalega: Core net profit up 1.7% qoq Market Perform
2QFY12 Results
'' 2QFY03/12 core net profit of RM54.8m (+24.8% yoy; +1.7% qoq) came in within expectations with 6M net profit of RM107.9m (+24.0% yoy) accounting for 49.3% of our and consensus estimates respectively.
MPI: 1QFY06/12 falls into losses Underperform
1QFY12 Results
'' MPI's reported a 1Q net loss of RM9.6m, way below our full-year net profit forecasts of RM39.8m and consensus full-year net profit of RM54.5m. We believe this was mainly due to lower EBITDA margins as a result of lower utilisation rates and lower contribution from higher margin packages.
Related Stocks
| Chart | Stock Name | Last | Change | Volume |
|---|
Market Buzz
2024-11-20
HARTA2024-11-19
MBSB2024-11-19
MBSB2024-11-18
MBSB2024-11-18
MPI2024-11-14
HARTA2024-11-13
HARTA2024-11-13
HARTA2024-11-13
HARTA2024-11-13
HARTA2024-11-13
HARTA2024-11-13
HARTA
2024-11-13
HARTA2024-11-13
HARTA2024-11-13
HARTA2024-11-13
HARTA2024-11-13
HARTA2024-11-12
HARTA2024-11-12
HARTA2024-11-12
HARTAMore articles on Bursa Malaysia Stock Watch
Tambun Indah - The 2nd Penang Bridge To Narrow Property Price Gap
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
Discussions
Be the first to like this. Showing 0 of 0 comments
Post a Comment
Featured Posts
Introducing MY's First IPO Fund for Sophisticated Investors!
New Update. Discover investment communities that resonate with your ideas
M & A Value Partners IPO Equity Fund has been launched - Targeted 13% Return p.a
Latest Videos
Apps
Top Articles
1
2
BFM Podcast
4
BFM Podcast
5
BFM Podcast
6
BFM Podcast
7
BFM Podcast
8
Good Articles to Share
China’s chip advances stall as US curbs hit Huawei AI product
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
