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% |
|
|
|
|
|
|
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|
|
|
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|
|
|
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% |
|
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|
|
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?
JT Yeo
Very happy none of the stocks in my portfolio is on their list lol
2015-01-14 06:10