Bursa Malaysia Stock Watch

RHBInvest Research Highlights 27th December 2011

kltrader
Publish date: Tue, 27 Dec 2011, 02:36 PM
kltrader
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Malaysia Equities
Top Story
Semiconductor ' No Recovery In Sight Yet                                    Underweight
Sector Update
''       The growing uncertainty on the global economy has continued to impact the industry with more downgrades to revenue guidance by major tech players.
''       Given the weakening demand outlook for 4Q11, we understand that several players have suggested that the industry has reached the bottom. They believe that: (1) inventory adjustment is expected to be over; and (2) the 2008/2009 semicon downturn lasted for two quarters, hence given that Oct 2011 global chip sales was the fourth month of yoy contraction, this suggests that a recovery is poised to occur beginning 2012. 
 
 
Corporate Highlights
HELP International ' A Marginal Improvement                           Market Perform
Results Note
''       The 4QFY10/11 net profit of RM3.6m (-44.6% yoy, >100% qoq) took FY10/11 earnings to RM13.1m, a 31.6% decline yoy. This was above our expectations but slightly missed consensus estimates. As expected, only a minimal full-year GDPS of 2 sen was declared, as HELP continues to conserve its cash for the construction of its Subang 2 campus.

HELP (7236)
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