Bursa Malaysia Stock Watch
RHBInvest Research Highlights 03rd February 2012
kltrader
Publish date: Sat, 04 Feb 2012, 09:01 AM
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.
03rd February 2012
| Top Story |
| KPJ Healthcare ' An Exciting Year Ahead Outperform Visit Note - The anticipated listing of Integrated Healthcare Holdings (IHH) in mid-2012 is expected to stir up investor interest and drive a rerating of the healthcare sector. - We expect KPJ's valuations to move closer to the new benchmark set by IHH over the longer term. - Furthermore, KPJ's aggressive local expansion plans should help the company maintain its dominance in Malaysia over the longer term. |
| Sector Update |
| Rubber Gloves ' Improving Outlook Ahead Neutral Sector Update - Following our Top Glove upgrade last month, latex prices have rebounded to around RM7.50/kg due to price supporting measures by rubber producing countries. - Nevertheless, latex prices should continue to weaken further towards the RM7.00/kg mark over the next few months as worldwide demand for rubber remains weak. |
| Corporate Highlights |
| CIMB ' CIMB to end up as shareholder in APH? Underperform News update - According to the Financial Daily, Muhibbah Engineering and CIMB could end up as shareholders in Asia Petroleum Hub (APH) through a debt-to-equity swap and take charge of the Johor hub. The daily reported that APH owes CIMB RM840m, which was part of a RM1.4bn bridging loan facility provided back in 2006. |
| MBSB ' Earnings momentum losing steam? Market Perform Results note - MBSB's 4Q11 results were in line with our and consensus expectations. - Pre-tax profit was down 22% qoq due to weaker net interest income (-5.5% qoq) and non-interest income (-25% qoq) and higher loan impairment allowances (+26% qoq). 4Q11 net profit (-12% qoq), however, was cushioned by a lower effective tax rate of 17% (3Q11: 27%). |
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