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Brokers Picks & Prediction In 2015 - Bursa Dummy

Tan KW
Publish date: Tue, 13 Jan 2015, 11:12 PM
Tan KW
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Good.

 

Tuesday, 13 January 2015 

 
I received an email earlier from Hong Leong Investment Bank regarding 9 investment banks' forecast for KLCI and their top picks in 2015.
 
ALL of them predict that KLCI will gain in 2015, with highest target level of 1,970 given by MIDF, while lowest predicted level at 1,750 is given by AllianceDBS.
 
Should we have the reason to feel optimistic?
 
  HLIB
  Stocks Jan 07 Issued Mktcap end 2015 Upside
    (RM) shrs (RM'm) TP  
             
             
  KLCI 1,710.0     1,880.0 9.9%
             
1 Mitra 0.95 398 378 1.52 60.0%
2 Sasbadi 1.40 127 178 2.15 53.6%
3 RHBCAP 7.30 2,572 18,776 10.00 37.0%
4 Inari 2.55 621 1,584 3.41 33.7%
5 Maybank 8.61 9,318 80,228 11.29 31.1%
6 Astro 3.03 5,201 15,759 3.88 28.1%
7 Timcom 4.79 574 2,749 5.73 19.6%
8 Pharma 4.54 259 1,175 5.30 16.7%
9 Gamuda 5.00 2,332 11,660 5.74 14.8%
10 Axiata 6.93 8,581 59,466 7.59 9.5%
11 Tenaga 13.82 5,643 77,986 15.00 8.5%
12 Qcapita 1.20 390 468 1.30 8.3%
             
             
 
 
  RHBOSK
  Stocks Jan 07 Issued Mktcap end 2015 Upside
    (RM) shrs (RM'm) TP  
             
             
  KLCI 1,710.0     1,960.0 14.6%
             
1 Pmetal 2.43 550 1,336 5.75 136.6%
2 Naim 2.90 639 1,854 4.88 68.3%
3 Tambun 1.56 418 651 2.50 60.3%
4 Inari 2.55 621 1,584 3.82 49.8%
5 Matrix 2.71 457 1,238 3.93 45.0%
6 Kimlun 1.20 301 361 1.68 40.0%
7 Bj Auto 3.28 809 2,654 4.50 37.2%
8 Bjfood 3.00 369 1,108 4.00 33.3%
9 CMSB 3.87 1,039 4,021 5.00 29.2%
10 SKPRes 0.67 900 599 0.85 27.8%
11 Airasia 2.57 2,782 7,150 3.11 21.0%
12 IJMLand 3.30 1,558 5,141 3.97 20.3%
13 Sunway 3.29 1,729 5,688 3.90 18.5%
14 Tenaga 13.82 5,643 77,986 15.50 12.2%
             
             
 
 
  AllianceDBS
  Stocks Jan 07 Issued Mktcap end 2015 Upside
    (RM) shrs (RM'm) TP  
             
             
  KLCI 1,710.0     1,750.0 2.3%
             
1 Muhibah 1.70 431 733 3.50 105.9%
2 Sasbadi 1.40 127 178 2.25 60.7%
3 Pantech 0.74 601 442 1.10 49.7%
4 Petgas 21.56 1,978 42,646 28.60 32.7%
5 Harta 7.02 790 5,546 8.45 20.4%
6 IJM 6.59 1,489 9,813 7.75 17.6%
7 Gtronics 4.30 281 1,208 5.00 16.3%
8 Unisem 1.89 674 1,274 2.10 11.1%
9 Gamuda 5.00 2,332 11,660 5.50 10.0%
10 Tenaga 13.82 5,643 77,986 14.85 7.5%
             
             
 
  Am Research
  Stocks Jan 07 Issued Mktcap end 2015 Upside
    (RM) shrs (RM'm) TP  
             
             
  KLCI 1,710.0     1,880.0 9.9%
             
1 E&O 2.26 1,140 2,576 4.73 109.3%
2 Econpile 0.86 535 460 1.28 48.8%
3 Kossan 4.57 639 2,922 5.85 28.0%
4 Bj Auto 3.28 809 2,654 4.10 25.0%
5 Scable 1.40 279 391 1.70 21.4%
6 Airasia 2.57 2,782 7,150 3.10 20.6%
7 Sime 9.02 6,064 54,697 10.58 17.3%
8 Gamuda 5.00 2,332 11,660 5.80 16.0%
9 KLK 21.80 1,067 23,261 24.85 14.0%
10 Tenaga 13.82 5,643 77,986 15.13 9.5%
11 Genp 10.00 770 7,704 10.75 7.5%
             
             
 
  AffinHwang
  Stocks Jan 07 Issued Mktcap end 2015 Upside
    (RM) shrs (RM'm) TP  
             
             
  KLCI 1,710.0     1,820.0 6.4%
1 Kossan 4.57 639 2,922 5.95 30.2%
2 Tenaga 13.82 5,643 77,986 16.50 19.4%
3 IJM 6.59 1,489 9,813 7.86 19.3%
4 Astro 3.03 5,201 15,759 3.60 18.8%
5 HLBank 13.88 1,879 26,081 15.50 11.7%
6 PBBank 17.58 3,882 68,246 20.00 13.8%
             
             
 
 
  Kenanga
  Stocks Jan 07 Issued Mktcap end 2015 Upside
    (RM) shrs (RM'm) TP  
             
             
  KLCI 1,710.0     1,905.0 11.4%
             
1 MPI 4.76 210 999 6.80 42.9%
2 MMCCORP 2.25 3,045 6,851 3.21 42.7%
3 SKPetro 2.26 5,992 13,542 3.03 34.1%
4 Bj Auto 3.28 809 2,654 4.29 30.8%
5 CIMB 5.25 8,423 44,221 6.83 30.1%
6 SPSetia 3.30 2,538 8,375 3.95 19.7%
7 QL 3.26 1,248 4,068 3.86 18.4%
8 MBSB 2.43 2,709 6,583 2.82 16.0%
9 SUNREIT 1.50 2,933 4,400 1.68 12.0%
10 PHARMA 4.54 259 1,175 5.03 10.8%
11 Gamuda 5.00 2,332 11,660 5.52 10.4%
12 Sime 9.02 6,064 54,697 9.92 10.0%
13 Tenaga 13.82 5,643 77,986 14.65 6.0%
14 Harta 7.02 800 5,613 7.36 4.8%
             
             
 
  Maybank IB
  Stocks Jan 07 Issued Mktcap end 2015 Upside
    (RM) shrs (RM'm) TP  
             
             
  KLCI 1,710.0     1,830.0 7.0%
             
1 Airasia 2.57 2,782 7,150 3.25 26.5%
2 AFG 4.53 1,548 7,012 5.50 21.4%
3 Harta 7.02 800 5,613 8.50 21.1%
4 SPSetia 3.30 2,538 8,375 3.98 20.6%
5 Gamuda 5.00 2,332 11,660 6.00 20.0%
6 Sime 9.02 6,064 54,697 10.70 18.6%
7 GENM 3.92 5,938 23,277 4.60 17.3%
8 Tenaga 13.82 5,643 77,986 16.00 15.8%
9 Axiata 6.93 8,581 59,466 7.80 12.6%
10 Westports 3.30 3,410 11,253 3.60 9.1%
             
             
 
  MIDF
  Stocks Jan 07 Issued Mktcap end 2015 Upside
    (RM) shrs (RM'm) TP  
             
             
  KLCI 1,710.0     1,970.0 15.2%
             
1 MRCB 1.08 1,760 1,901 2.59 139.8%
2 DAYANG 2.55 877 2,237 4.37 71.4%
3 MBMR 2.88 391 1,125 4.80 66.7%
4 SKPetro 2.26 5,992 13,542 3.70 63.7%
5 Airasia 2.57 2,782 7,150 3.70 44.0%
6 Gtronics 4.30 281 1,208 5.45 26.7%
7 Genp 10.00 770 7,704 12.65 26.5%
8 TOPGLOVE 4.58 621 2,843 5.41 18.1%
9 HLBANK 13.88 1,880 26,094 16.30 17.4%
10 Gamuda 5.00 2,332 11,660 5.28 5.6%
             
             
 
 
  TA Securities
  Stocks Jan 07 Issued Mktcap end 2015 Upside
    (RM) shrs (RM'm) TP  
             
             
  KLCI 1,710.0     1,915.0 12.0%
             
1 SKPetro 2.26 5,992 13,542 4.05 79.2%
2 SKPRes 0.67 900 603 1.10 64.2%
3 Huayang 2.00 264 528 3.00 50.0%
4 Mahsing 2.26 1,475 3,334 2.98 31.9%
6 Unisem 1.89 674 1,274 2.40 27.0%
5 CIMB 5.25 8,423 44,221 6.90 31.4%
8 Tenaga 13.82 5,643 77,986 16.80 21.6%
9 Kossan 4.57 639 2,922 5.40 18.2%
7 Airasia 2.57 2,782 7,150 3.24 26.1%
10 Karex 3.67 405 1,486 3.55 -3.3%
             
             
 
 
Which stock has the most "votes" among the brokers?
 
 
 
 
8 Tenaga
6 Gamuda
5 Airasia
   
3 BJAuto
  Harta
  Kossan
  SIME
  SKPetro
   
2 Inari
  Sasbadi
  Astro
  Axiata
  SKPRes
  IJM
  Gtronic
  Unisem
  GenP
  HLBank
  CIMB
  SPSetia
  Pharma
 
 
Do you own any stocks listed above? Do you want a better & brighter stock?

 

Discussions
6 people like this. Showing 23 of 23 comments

JT Yeo

Very happy none of the stocks in my portfolio is on their list lol

2015-01-14 06:10

scn12345678

JT Yeo,is all the stocks picked by these so called "expert" have a hard time?

2015-01-14 07:29

bracoli

these experts, may the force be with 'em.
better rely on own analysis fundamentally kcchongz. ;p

2015-01-14 07:51

calvintaneng

All these Stock Picks came from Executives sitting in their air conditioned office.

Mostly Blue Chips & proven 2nd liners. These "experts" have no clue about the actual market out there. Things have changed since Crude Price crashed.

Year after year this same group of "experts" will play it "safe" by following the same beaten path. None will stick their neck out to pick a cold laggard stock with potential. Where were they when MyEg was 10 cents? And nobody will dare to pick Focal Aims at 11 cents in year 2009. Focal Aims later became Ecoworld. None will pick Supermax which is the most undervalue (instead they pick expensive Kossan & Hartalega)

They all missed the spectacular recent run up of furniture stocks. And none picked any GST stocks which will be active till April 2015

Imagine these academics writing about fishing when they have never caught any fish all their lives? Or about car racing when they don't even have a driving license? Recommending stocks from aircond office cocooned in leather sofas?

The Contestants of i3 Stock Pick Challenge will beat many hands down.

It is ridiculous to see them recommending bank stocks, stale blue chips. Since Foreign Funds have left. The Top 30 active counters daily are penny stocks. Why none of them bother to check what's being traded daily?

You must go fishing where fishes gathered. In this case penny stocks and 2nd liners will be the stock picks for year 2015

As always these "experts" follow and copy from each other and just play safe.
If can get a yield of 6% and keeping close to their peers they will be quite satisfied.

2015-01-14 08:25

BFMTechnology

These experts are moron! Export oriented companies should be the top pick in 2015. Earn the US dollars.

2015-01-14 09:13

goldenshares

thanks for sharing, :)

2015-01-14 09:52

ffdinvest

this one not the top pick, is daily buy sell suggestion!

2015-01-14 10:29

hatnag

Most of them are at most mediocre stocks only.

2015-01-14 12:43

chyokh

please stay away from these stocks if you know what is good for you. These "analists" have their own hidden agendas. I can bet that these companies are their corporate customers. Do you dare to offend your customers with a "sell" call on their stock?

2015-01-14 13:53

chyokh

if you have any of the above stocks, sell it today. Don't wait.

2015-01-14 14:01

Kevin Wong

Safe long term investments...can't take too much risks when it comes to others hundreds $$$ millions. Not for mkt timers and aggressive investors.

2015-01-14 14:56

CCCL

CCCL stock pick: Prlexus,Pohuat,SHH,Eksons,HIL,Fiamma & Super.

2015-01-14 21:42

chyokh

These "analists" were promoting oil & gas as "safe" investments even at target price PE's of 25 just months ago. You talk about safe long term investments, just look back to all these "analists" recommendations last year. It's all in this website.If you follow them, you will be an ikan goring by now. If you want to be safe, do your own thinking. At least you won't be a victim of the big fishes and their hidden agendas. Believe me, they are definitely not thinking about your interests when they make their recommendations.

2015-01-14 22:06

CCCL

100% agrees.

2015-01-14 22:17

chyokh

Even when oil prices are crashing , they are still recommending to buy certain oil & gas counters. I don't think they are that stupid. They are just trying to support the prices because of instructions from higher ups.
There are a lot of dirty things going on with these brokers. If you are not careful, they will bring you to HOLLAND and you will be eaten alive by big fishes.

2015-01-14 22:26

Icon8888

Extremely unethical

In sapurakencana case released a super positive report so that its client can take the opportunity to exit

Bad karma

2015-01-14 22:51

SpeedyBoy

Agree

2015-01-15 07:55

richardvq

I can only agree on Mitra as it has many large contracts. Only concern is slow and low default by them

2015-01-15 15:34

Kevin Wong

Even Buffett has a few investments in the O&G sector. Should i then totally follow or reject his...?! Can anyone be 100% right all the time?

2015-01-15 16:40

skyz

agreed that most analyst have hidden agenda. banks too have mutual funds. probably working hand in hand. negative sentiments stirred to invoke fear so that fund managers can grab at lowest while spinning positive news or buy calls so that fund managers can unload and take profit. unethical i agree!

2015-01-15 22:01

chyokh

The largest mutual fund in Malaysia is holding a high percentage of the stock of their parent company. Is this a conflict of interest? They are using the public's money to support the parent company's share price. This is another example of the funny things going on. They also have brokers giving buy calls almost daily to support prices of their mutual fund holdings. You support me, I support you....if you know what I mean.

2015-01-15 22:47

Tigerbeer

Let's look at tenaga -- since all household in malaysia use electric, it shall be fine with steady earning.

Air asia, steady even after plane crashed, unless indonesia license revoked, then it is fine still.

good for long term. keep for many years with ur extra money..

2015-01-15 22:50

Kevin Wong

Conflict of interest or not...how i wish i was invested in P***** since 2005!

2015-01-16 14:11

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