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IMPACT of the 20 sens per liter increase in petrol /diesel price - Kelvin S Tan
Kelvin S Tan
IMPACT of the 20 sens per liter increase in petrol /diesel price:
Comments from Affin Hwang Research:
This is expected to lift the inflation rate for Oct 14 to 3.5% vs. an estimated 2.8% in Sep 14. Note that the last petrol price hike was in Sep 13. We view this as slightly negative for the market, with the prospect of higher interest rates next year (vs. none expected in 4Q14).
Consumer sentiment is expected to be negatively affected, such as the consumer, gaming and property sectors
The building material sector is expected to be mildly hit, with the potential of passing on some of these higher costs to the construction sector.
Impact on the banking and O&G sectors is neutral.
We expect the impact on corporate earnings to show up in their 4Q14 results announcement. Following many rounds of quarterly earnings cuts, we are concern that there will be more quarter earnings disappointments ahead.
Our KLCI target of 1,980 (based on 16 2015E earnings) is currently under review, pending the announcement of Budget 2015.
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Discussions
1 person likes this. Showing 18 of 18 comments
He reiterated some more the 20 sen fuel hike was meant to strengthen the country's economy and was not meant to burden the Rakyat !!!!!!! cakap lagi ada BRIM ma .... as if the BRIM is giving out everyday to all the Rakyat ??????
2014-10-02 19:49
CALVIN SEES POSITIVE
1) AUTOMOTIVE - SHIFT TO FUEL EFFICIENT CARS
MAZDA CARS ARE THE MOST FUEL EFFICIENT.
BUY BJ AUTO
BUY B CORP
2014-10-02 20:45
CONSUMER PRODUCTS
SWITCH FROM HIGH END TO VALUE BUYS
COSWAY!!
COSWAY SELLS QUALITY AT DISCOUNT!
BUY BJ CORP WHICH OWN COSWAY!
2014-10-02 20:46
HEALTH & MEDIA NEUTRAL
NOT BAD
BJ CORP HAS E COSWAY AND COSWAY PHARMACY & SUN & EDGEDAILY
BJ CORP BOLEH
VERDICT IS TO SWITCH TO BJ CORP!
ONE MORE THING - PUTTING MONEY IN BANK FD AT 3.25% IS NOT AN OPTION AS INFLATION NOW AT 3.5% WILL NEGATE ALL YOUR MONEY IN FD. SO FD IS A NO! NO!
HOW NOW?
FOLLOW CALVIN TAN RESEARCH TO BUY UNDERVALUE STOCKS
2014-10-02 20:50
Gaming should be good cos' ppl tends to buy more lottery during bad times..
2014-10-02 21:16
No use la everything will up our currency one day like jus like ruppiah rupess only
2014-10-02 21:20
speakup, BJCorp is a rubbish, just hit & run if you ever make profit. Vincent changed BGroup to BJcorp ..and good at goreng only.
2014-10-02 22:58
Ok tq calvin..i think invest property also good..buy now 3 4 years later can sell double..huhu
2014-10-02 23:00
Glotec: Neutral, Sumatec = Neutral, Hexza = Neutral, KGB = Neutral, IFCAMSC = Neutral, Pworth = Mild HOT NESS! kikikikiiiiiiiiiiiiiii
2014-10-03 00:07
the fuel adjustment will have a effect (rethink)on people whether they should changed their cars. just monitor the sale of new models (Proton Iriz) people fear this may not be the last of the increase. coming on before the GST implementation (electricity, water , rates hike on telco, loan interest etc )
2014-10-03 08:58
the best time to buy prop was last year before the DIBS discontinued. Buy and pay nothing until VP that is 3-4 years away
2014-10-04 00:24
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Habis-lah, all negative ?! Hassan Malek said only very minimal fuel price hike -mah ..LOL
2014-10-02 17:40