Bursa Malaysia Stock Watch
RHBInvest Research Highlights 23rd December 2011
kltrader
Publish date: Fri, 23 Dec 2011, 03:44 PM
kltrader
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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.
23rd December 2011
| Top Story |
Construction ' Due For A Reality Check Neutral
Sector Update
'' We are downgrading our recommendation for the construction sector to Neutral from Overweight.
'' Investors' confidence and comfort level that the Klang Valley MRT project will start work soon are being chipped away by further delays in the roll-out of certain already long-overdue large-scale projects.
Sector Update
Building Materials ' Continued weakness for steel; cement affected by increased competition Underweight
Sector Update
'' We believe global demand and prices for steel will likely remain weak in 2012 due to slower demand growth in China and the still-less-than robust construction activities in the developed countries.
'' Share price of steel companies are likely to remain depressed in the absence of meaningful margin improvement, although most of them are already trading at trough level valuations.
Building Materials ' Continued weakness for steel; cement affected by increased competition Underweight
Sector Update
'' We believe global demand and prices for steel will likely remain weak in 2012 due to slower demand growth in China and the still-less-than robust construction activities in the developed countries.
'' Share price of steel companies are likely to remain depressed in the absence of meaningful margin improvement, although most of them are already trading at trough level valuations.
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