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2021-08-12 14:43 | Report Abuse
Insas -The Opportunity
Currently, Inari contributes roughly 8 sen operating profit to Insas every year.
Based on Inari’s growth guidance by Inari’s management, this 8 sen contribution should then be expected to double to 16 sen over the next two years.
Meanwhile, Insas’ other businesses in the financial sector, namely corporate advisory, stock broking, financial lending and investments are expected to generate another 9 sen to 15 sen per annum to Insas.
For the nine month period, Insas already generated earnings per share (EPS) of 32 sen.
Based on this EPS of 32 sen:
PE 6X = RM1.920
PE 8X = RM2.560
Now even without taking into account the contribution from Inari, Insas’ own assets amount to RM2.36 per share.
If we were to assume that the fair value of Insas is its net tangible asset plus its 16% holding in Inari, thus Insas’ revised net asset value (RNAV) with Inari will be as follows
1. When Inari RM3.60, Insas is RM5.19
2. When Inari is RM4.00, Insas is RM5.50
3.When Inari is RM4.40, Insas is RM5.88.
For now, Insas is only 93.5 sen.
For those who want an even cheaper entry to Insas, they may consider Insas warrant C which came to life on March 5, 2021.
With a five year lifespan, the warrant has an exercise price of 90 sen. The warrant is currently trading at 40 sen.
Insas’ business
Insas is most known for being the owner of M&A Securities Sdn Bhd, a stock broking company providing trading services for securities listed on Bursa Malaysia.
However, it has other principle business segments which consist of:
stock broking, provision of corporate finance & advisory services and structured finance
investment holding & trading;
technology & IT related services;
retail trading and car rental;
property investment & development.
The group’s main operations are located in Malaysia and Singapore and its principal associate company’s operations are located in Malaysia, Philippines and China.
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2021-08-12 14:42 | Report Abuse
Insas Bhd – tracking Inari’s movement
Glaring us right in the face is Insas Bhd, which owns 16.33% or 545.5mil shares in Inari.
At its price of 93.5 sen as of Aug 11, Insas has a market capitalisation of RM648.28mil.
Insas is controlled by Datuk Seri Thong Kok Khee,
Thong, who also serves as the non-executive director of Inari, owns a direct stake of 0.07% or 2.15 million shares in the company.
Insas has started moving since Inari’s uptrend began two weeks ago. From 88 sen on Aug 3, the stock now stands at 93.5 sen.
Nonetheless on its own, Insas is a decent company with strong financial backing.
Based on its latest cash position of RM573.58mil, the stock has cash per share of 82.7 sen. It is also only trading at a price earnings ratio of 2.66 times.
The stock currently offers a dividend yield of 2.13% based on the 2 sen dividend it gave.
For the nine months to June 30, 2021, Insas has so far recorded net profit of RM217.26mil from a previous loss of RM2.42mil last year. The good results were due to the buoyant capital markets last year, and disposal of shares.
For the third quarter to June 30, Insas’ net profit of RM69.72mil from a previous loss of RM51.48mil was also helped by the higher equity contribution from Inari of RM12.6mil.
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2021-08-12 14:41 | Report Abuse
The Opportunity
Currently, Inari contributes roughly 8 sen operating profit to Insas every year.
Based on Inari’s growth guidance by Inari’s management, this 8 sen contribution should then be expected to double to 16 sen over the next two years.
Meanwhile, Insas’ other businesses in the financial sector, namely corporate advisory, stock broking, financial lending and investments are expected to generate another 9 sen to 15 sen per annum to Insas.
For the nine month period, Insas already generated earnings per share (EPS) of 32 sen.
Based on this EPS of 32 sen:
PE 6X = RM1.920
PE 8X = RM2.560
Now even without taking into account the contribution from Inari, Insas’ own assets amount to RM2.36 per share.
If we were to assume that the fair value of Insas is its net tangible asset plus its 16% holding in Inari, thus Insas’ revised net asset value (RNAV) with Inari will be as follows
1. When Inari RM3.60, Insas is RM5.19
2. When Inari is RM4.00, Insas is RM5.50
3.When Inari is RM4.40, Insas is RM5.88.
For now, Insas is only 93.5 sen.
For those who want an even cheaper entry to Insas, they may consider Insas warrant C which came to life on March 5, 2021.
With a five year lifespan, the warrant has an exercise price of 90 sen. The warrant is currently trading at 40 sen.
Insas’ business
Insas is most known for being the owner of M&A Securities Sdn Bhd, a stock broking company providing trading services for securities listed on Bursa Malaysia.
However, it has other principle business segments which consist of:
stock broking, provision of corporate finance & advisory services and structured finance
investment holding & trading;
technology & IT related services;
retail trading and car rental;
property investment & development.
The group’s main operations are located in Malaysia and Singapore and its principal associate company’s operations are located in Malaysia, Philippines and China.
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2021-08-12 14:40 | Report Abuse
Insas Bhd – tracking Inari’s movement
Glaring us right in the face is Insas Bhd, which owns 16.33% or 545.5mil shares in Inari.
At its price of 93.5 sen as of Aug 11, Insas has a market capitalisation of RM648.28mil.
Insas is controlled by Datuk Seri Thong Kok Khee,
Thong, who also serves as the non-executive director of Inari, owns a direct stake of 0.07% or 2.15 million shares in the company.
Insas has started moving since Inari’s uptrend began two weeks ago. From 88 sen on Aug 3, the stock now stands at 93.5 sen.
Nonetheless on its own, Insas is a decent company with strong financial backing.
Based on its latest cash position of RM573.58mil, the stock has cash per share of 82.7 sen. It is also only trading at a price earnings ratio of 2.66 times.
The stock currently offers a dividend yield of 2.13% based on the 2 sen dividend it gave.
For the nine months to June 30, 2021, Insas has so far recorded net profit of RM217.26mil from a previous loss of RM2.42mil last year. The good results were due to the buoyant capital markets last year, and disposal of shares.
For the third quarter to June 30, Insas’ net profit of RM69.72mil from a previous loss of RM51.48mil was also helped by the higher equity contribution from Inari of RM12.6mil.
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2021-08-10 22:35 | Report Abuse
this week sure > RM1.05 +++& WC > RM0.50+++
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2021-08-10 08:52 | Report Abuse
Logical PE Valuation?
For investors who are scrambling for low PE valuation of 10 to 15 times, surely, they are suffering from the market now. The winner would grow stronger in this quick-changing environment. The ability to finance, to raise capital, to go into joint ventures, they are all domino effect ultimately. Hence, if you are waiting for JFTECH to retrace to 30 times PE valuation, heck, or even 50 times, I do not think that would even happen.
For the past year, JFTECH is traded at the lowest level of 80 times PE valuation.
My advice for investors who want to buy JFTECH, you really need to close your eyes on the PE valuation and do so. For the next 10 years, JFTECH will continue to grow strong, and stronger.
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2021-08-10 08:51 | Report Abuse
JFTECH
*****Expansion Plan***
Apart from the level of technicality in the technology sector, expansion plan is the second utmost important factor in determining the value of a tech stock is the growth plan. The current capacity of JFTECH’s factory is 46,000 sqft, but the newly expansion factory, which is right behind the existing one would add an additional floor space of 44,000 sqft floor space.
Since everyone was talking about China, let’s talk about JFTECH’s expansion in China too. JFTECH had a collaboration with Huawei, and the production line for the company is expected to start in 21Q3, which I expect they had already started the productions. In China, they are able to produce 600 test sockets in the first year and 1,200 test sockets in the second year onwards.
Bear in mind that the 600 to 1,200 test sockets capacity is the bare minimum level for the company to fulfil Huawei’s orders. If required, they are able to sell more and once again, more recurring income on the test pin and elastomer’s end.
If we take this into consideration, the first two years would result into approximately RM26.4 million in revenue and with 35% profit margin, the net profit would be RM9.2 million. But since the company owns 55% of the JV, ultimate net profit would be RM5.1 million – which is higher than any single quarter net profit of the company.
One would also need to consider the competitive landscape in China. We mentioned the closest peer was in US, and there is no close competitor in China in terms of technical knowhow, and this is why Huawei selected them as collaborative partner. The issue with JFTECH is never the demand, but the supply end of the company itself. We could see aggressive ramping up in production level and coupled with the high CAPEX in China, one could expect this would bode well with JFTECH
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2021-08-10 08:48 | Report Abuse
杰冯科技挑战RM1.69/敏源 - https://www.enanyang.my/行家论股/杰冯科技挑战rm169敏源 (Share from StockHunter)
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2021-08-09 13:30 | Report Abuse
price is very cheap, undervalued. buy buy buy
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2021-08-04 09:48 | Report Abuse
-A+A
（吉隆坡4日讯）兴业零售研究表示，QES Group Bhd昨日从21天简单移动平均线（SMA）下方弹升至上方后，受近期盘整的“双底”逆转模式支撑，将迎来强劲反弹。
该研究机构今日在报告中指出，如果该股维持在83.5仙即时支撑位上方，正面势头将继续推高该股至90仙的下个阻力，接着是97.5仙的历史高位。
“若跌破80仙的支撑水平，这一预期则将失效。”
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2021-08-03 15:04 | Report Abuse
KUALA LUMPUR: Semiconductor and technology-related stocks dominated the gainers’ list on Bursa Malaysia in early trade Tuesday.
Unisem (M) Bhd, KESM Industries Bhd, Vitrox Corp Bhd and Pentamaster are among the top gainers on Bursa Malaysia.
Shares in Unisem jumped 47 sen to RM9.07, KESM rose 32 sen to RM14.30, Vitrox gained 20 sen to RM19.82 and Pentamaster climbed six sen to RM5.60.
MI Technovation added four sen to RM4.14, JF Technology rose one sen to RM1.43 and Dufu climbed two sen to RM4.53.
Bursa Malaysia Technology Index rose 1.04 points to 91.86 points at 9.41am.
The Semiconductor Industry Association (SIA) today on Aug 2 that worldwide sales of semiconductors were US$44.5bil in June 2021, an increase of 29.2% from the June 2020 total of US$34.5bil.
Sales in June were 2.1% more than the May 2021 total of US$43.6bil.
Sales during the second quarter of 2021 were US$133.6bil, an increase of 29.2% over the second quarter of 2020 and 8.3% more than the first quarter of 2021.
Chip companies around the world have reported surging profits as the global shortage of the product pushed up prices.
In the second quarter ended June 30, Unisem’s net profit rose to RM54.6mil from RM33.9mil a year ago. Revenue rose to RM402.2mil compared with RM310mil previously.
Unisem declared an interim dividend of 2 sen a share.
Meanwhile, Mi Technovation’s net profit for 2QFY21 soared to a record high of RM26.1mil from RM18.18mil posted a year earlier. Revenue for the quarter grew 89.44% to RM117.29mil from RM61.92mil a year ago.
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2021-08-03 15:03 | Report Abuse
（吉隆坡3日讯）兴业零售研究表示，腾达（Pentamaster Corp Bhd）昨日在成交量强劲下试图突破即时阻力位后，将迎来技术突破。
该研究机构今日在报告中指出，加上最近形成的“更高低点”基础结构，如果该股突破5.58令吉的即时阻力位，可能会出现偏涨势头。
“这将推动该股迈向6.23令吉，接着是6.80令吉的历史高位。”
“若跌破5.27令吉的支撑位，这一预期则将失效。”
（编译：陈慧珊）
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2021-08-03 15:01 | Report Abuse
Insas Bhd (Trading Buy) 3.8.2021
• As an indirect technology play – via its 14.4% stake in semiconductor service provider Inari Amertron (whose share price hasrisen 26.8% YTD) – INSAS shares (down 6.4% YTD) could play catch up ahead.
• Noticeably too, INSAS’ share of Inari Amertron’s existing market cap (14.4% of RM12.88b) stands at RM1.85b presently,which is slightly more than tripled its own current market valuation of RM583.5m.
• The group also has exposure to the stock market activity (via its wholly-owned stockbroking company M&A Securities) withother businesses in investment holding & trading, retail trading & car rental and property investment & development.
• For the 9-month period ended March 2021, INSAS reported net profit of RM217.3m (from net loss of RM2.4m previously),lifted by a combination of robust operating earnings and exceptional gains from financial assets.
• Valuation-wise, the stock is currently trading at a PBV multiple of 0.30x (based on its book value per share of RM2.96 as ofend-March 2021), which is near its 3-year historical mean.
• On the chart, the stock could attempt to exit an ongoing consolidation pattern following the DMI Plus crossover of the DMIMinus signal and the rising momentum indicator above the zero line.
• Riding on the renewed strength, INSAS’ share price will probably climb to test our immediate resistance target of RM1.00 (R1;14% upside potential). A break above R1 may then lift the stock towards our next resistance threshold of RM1.07 (R2; 22%upside potential).
• We have pegged our stop loss price at RM0.77 (or 12% downside risk).
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2021-07-29 20:22 | Report Abuse
The cluster — which commenced operations in October 2019 — offers services such as technological design and development, value-added engineering development, metrology shared services, 3D prototyping, smart manufacturing systems and technical training for the automation cluster companies.
Chu expects PAC to develop more second- and third-tier players in the supply chain as he sees more local suppliers and precision metal fabrication companies coming on board.
“We will invest in equipment and machines, we will train them and we will buy their products. In other words, we are giving them business. Of course, their product quality and delivery time have to meet our stringent requirements. That’s how we intend to groom them,” he explains.
“If they can meet our criteria, they should be able to meet the criteria of multinational corporations too. Indirectly, we are preparing them for more opportunities in the future.”
Currently, PAC has about seven to nine business partners, some of which have expanded their operations, says Chu. Through automation and digitisation in manufacturing and other sectors such as agriculture, local tech players will be able to reduce their dependence on foreign workers and hence, reduce the outflow of funds overseas, and move up the value chain.
“Our long-term vision is to build a strong and sustainable high-tech ecosystem in Malaysia for the world, where we will be able to design and manufacture a Malaysian brand of high-end automated equipment, robots and AI solutions for various high-growth industries around the world. With this strong local ecosystem, we will be able to attract more talents to return to Malaysia, and this will further strengthen the talent ecosystem in the region,” he says.
After registering a turnover of more than RM300 million for three consecutive years, ViTrox generated RM470.4 million in revenue in FY2020 — an all-time high — representing a year-on-year (y-o-y) growth of 38.5%. The increase was contributed by favourable sales from its machine vision system (MVS) and automated board inspection (ABI) business segments as a result of greater demand for fifth-generation (5G) and IT infrastructure after the Covid-19 outbreak. The group recorded a profit before tax and net profit of RM110.3 million and RM105.6 million respectively, representing a y-o-y improvement of 35.4% and 32.6%.
Quite remarkably, ViTrox share price has grown by about 150 times since its listing on Bursa Malaysia in 2005, when the company was valued at just RM56 million. At its closing price of RM15.96 last Friday, ViTrox had a market capitalisation of RM7.54 billion, making it one of the largest semiconductor-related firms in the country. The counter is currently trading at a historical price-earnings ratio of 63 times and price-to-book value of 12 times.
Although ViTrox has consistently paid out dividends, its trailing 12-month dividend yield of 0.37% is understandably low at the moment, considering that the stock has delivered explosive capital appreciation since 2017.
As at Dec 31 last year, the company’s net cash and cash equivalents stood at a record high of RM258.1 million, while the total equity attributable to shareholders came in at RM569 million.
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2021-07-29 20:21 | Report Abuse
AS ViTrox Corp Bhd celebrated its 20th anniversary with yet another record-breaking year, with the highest revenue of RM470.4 million and net profit of RM105.6 million in the financial year ended Dec 31, 2020 (FY2020), the group is not resting on its laurels.
In a virtual interview with The Edge, ViTrox co-founder, CEO and president Chu Jenn Weng reveals that the group has ventured into precision smart farming as it aims to revolutionise the regional agriculture industry by designing, creating and promoting innovative, high-tech, smart agriculture solutions.
“This will be a very exciting area for us in the next five years because it is well aligned with our core values. We want to use machine vision, artificial intelligence (AI) and robotics to help farmers grow their crops in a more sustainable and cost-effective manner. We want to provide them with a solution that will allow them to reduce as much pesticide as they can to grow their plants in an organic way,” he remarks.
Last year, ViTrox started a series of R&D activities in precision smart farming, under its newly set up 70%-owned subsidiary ViTrox Agritech Sdn Bhd. While the R&D is still in its infancy, Chu highlights that the group intends to develop agriculture solutions that address pressing challenges such as the high dependence on foreign labour, unreliable yields impacted by unpredictable weather conditions and excessive use of pesticides in the country.
“With our vision inspection system, we can help farmers check the progress of their plants and keep track of the colour. Meanwhile, we can use IR4.0 (Fourth Industrial Revolution) sensors to identify the bacteria and make sure the plants grow healthily. We can even use robots to harvest the crops and do a food inspection,” he elaborates.
Chu opines that food safety, food security and global warming will be major issues 10 years from now. “If we successfully develop precision smart farming, we may be able to solve the global hunger crisis,” he says.
“We haven’t even talked about medical and life sciences. There are so many things we can do with technology. We are only at the beginning.
“To me, ViTrox is still on Day 1. There are still a lot, and I mean a lot, of things for us to accomplish. We still need to work harder. We want to contribute to the advancement of society and the well-being of humankind through compassionate innovation.”
Going forward, ViTrox plans to build an industry-centric university, as it hopes to produce a sustainable pool of skilled workers for the next decade and beyond.
Chu urges more companies to be a force for good, or to adopt core values that are similar to those of ViTrox. Together, he says, businesses can solve a lot of problems in the world by using technology.
“Today, technology companies such as ViTrox are blessed with an opportunity to do this meaningful thing for the world. How can we not do this? I hope our story can inspire and influence more people. Hopefully, we can all wake up and work harder to do something wonderful for the world,” says Chu.
Creating a local ecosystem
Those who have been following ViTrox should know that the group formed a joint-venture partnership with Pentamaster Corp Bhd and Walta Engineering Sdn Bhd in January 2017 to develop a one-stop metal component supply chain hub, dubbed the Penang Automation Cluster (PAC).
Chu points out that PAC’s main objective is to build a strong local ecosystem in Penang, whereby it can attract more high-end, high-value investments to the country.
“We want the local small and medium enterprises to grow together with us. We want to create a tech ecosystem that is strongly supported by local companies. The way I see it, automation and robotics are trends of the future,” he says.
PAC, which is just a stone’s throw from ViTrox’s corporate headquarters in Batu Kawan Industrial Park, focuses on designing, developing and manufacturing high-precision metal fabrication components, modules and systems for various industries.
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2021-07-29 20:19 | Report Abuse
Edge Weekly - Cover Story: Precision smart farming, Penang Automation Cluster areas of focus - http://www.theedgemarkets.com/article/cover-story-precision-smart-farming-penang-automation-cluster-areas-focus (Share from StockHunter)
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2021-07-29 11:39 | Report Abuse
Globetronics expertise in high-tech sensor products in demand
PETALING JAYA: Semiconductor testing firm Globetronics Technology Bhd’s financial results came in below expectations of analysts but its outlook remains “attractive.”
That’s according to MIDF Research, which said all in all, the company’s first half (H1) of financial year 2021 (FY21) financial performance came in below its and consensus expectations, accounting for 25.3% and 26.3% of the H1 earnings estimates respectively.
The company reported a net profit of RM6.25mil for the second quarter ended June 30 from RM5.02mil a year ago. Revenue improved 3% to RM46.4mil.
“We opine that Globetronics’ prospects are still interesting in the long term, as the group’s expertise in high-tech sensor products could be leveraged onto various applications,” the research unit said.
Moving forward, it said it was expecting a more consistent earnings growth, mainly supported by the group’s new generation of smart sensors which include light, gesture and motion sensors.
“In addition, the recovery in the automotive market would also lend support to the group’s light-emitting diode or LED business. All factors considered, we are upgrading our recommendation to a ‘buy’ from ‘neutral’ previously,” said MIDF. In the quarter under review, Globetronics said the higher net profit achieved was mainly due to higher volume loadings from certain customers and a better product mix achieved.
It also warned that its financial performance may continue to be impacted by the Covid-19 outbreak and the disruption of economic activities arising from continuous changes in the implementation of the movement control order, lockdown or stay at home order.
“The group will continue to focus on escalating up the value chain and riding on the research and development (R&D) initiatives in new product designs and development with our key customers moving forward,” it said.
In its report, MIDF said the company’s numerous plans to expand its business such as its ongoing factory space expansion, ramp up of laser automotive headlamps and its continuous efforts to co-develop new generation sensors with its Austrian customers are likely to drive its growth ahead.
“We are rolling forward our valuation base year to FY22 but our target price of RM3.22 remains unchanged, premised on pegging FY22 earnings per share of 12.4 sen against a price earnings ratio of 26 times,” it said.
Globetronics’ revenue for the quarter under review was 16% lower compared with the quarter before it, while net profit plunged 50% on the same basis, largely due to lower volume loadings of products.
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2021-07-28 22:43 | Report Abuse
分析：MIDF投资研究 29/7/2021
目标价：3.22令吉
最新进展：
东益电子（GTRONIC，7022，主板科技股）2021财年次季，净利年增24.5%至625万1000令吉。
同时，归功于部分客户的销量走高和达到更好的规模经济效益，次季营业额年增3.3%至4640万3000令吉。
首半年来看，东益电子净利年增18%至1878万8000令吉，营业额年增3%至1亿179万8000令吉。
行家建议：
东益电子上半财年业绩表现低于预期，仅分别占我们与市场上半财年预测的25.3%和26.3%。
但根据过往记录，该公司在下半财年业绩通常会较好。
东益电子有许多拓展业务的计划，包括扩大槟城厂房空间30%，和增加激光汽车前照灯产量，进而提升固态照明（SSL）或发光二极管（LED）业务。
此外，它也继续努力与奥地利客户合作开发新一代传感器。
目前维持盈利预测不变。维持3.22令吉目标价，相当于2022财年26倍本益比。
不过，我们将评级从“中和”上调至“买入”，主要是该公司长期前景仍具吸引力，在高科技传感器产品方面的专业可在多个领域发挥所长。
另外，有新一代智能传感器的业务支撑，以及LED业务也会得益于汽车市场的复苏，未来盈利增长预计将更稳定。
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2021-07-26 00:40 | Report Abuse
最新消息最新消息！歪国仁又再次下调顶级的目标价，这次是Rm2.80，离上次的Rm3.50又打了20% discount……
上次他们在12月Topglove Rm6的时候给了Rm3.50的target price，结果在七个月后实现。这次的目标价又会实现吗？
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2021-07-22 23:06 | Report Abuse
JF Technology Bhd (Trading Buy)
• Technically speaking, JFTECH’s share price has been treading within a narrow range since the beginning of March 2021, plotting a sideways channel along the way.
• The stock has just seen a Golden Cross (whereby the 50-day MA has cut above the 100-day MA), signaling an upward bias in the stock price ahead.
• With the shares continuing to tread above the Golden Cross level, and on the back of the rising ADX indicator, we expect the buying interest to persist to lift the stock higher.
• Therefore, we project the share price could challenge our resistance targets of RM1.68 (R1; 18% upside potential) and RM1.82 (R2; 28% upside potential).
• Our stop loss price is pegged at RM1.20 (or 15% downside risk).
• JFTECH has positioned itself as a leading innovator and manufacturer of high-performance test contacting solutions for global integrated circuit makers.
• The group is currently in a growing phase with its manufacturing plant expansion in China ready to begin production in 4QCY21, which would cater to the rising demand from its Chinese customers.
• JFTECH reported net earnings of RM3.5m (+110% QoQ) in 3QFY21, driven mainly by stronger sales (from exports to China) and lower operating cost, taking YTD net profit to RM7.6m (+145% YoY).
Source: Kenanga Research - 22 Jul 2021
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2021-07-19 14:40 | Report Abuse
读者黄女士问：我想请教一下，请问龙合国际（LHI,6633,主板消费产品服务组）主要业务是什么？业绩表现如何？值得投资吗？
答：龙合国际是东盟最大型的综合家禽业者之一，除了在大马，也涉足印尼、越南、新加坡和菲律宾各地，业务涉及整个家禽业上下游和供应链的所有环节，包括饲料生产、家禽繁育、肉鸡养殖、蛋鸡饲养和家禽加工产品及零售即食家禽和烘焙产品等。
该公司在2019年5月16日在马股重新上市，成为当年东南亚最大的家禽业IPO，迄今还是被点名为“投资区域家禽业的优良代理公司”。
龙合国际在疫情期间，仍展现了稳健的业绩表现，去年全年核心净利虽然比较2019年下跌了32%至1亿零300万令吉，但最新公布的2021年3月31日止首季业绩却超越市场预期，核心净利按年成长223%，按季成长65%，单季获利7033万令吉，受惠于区域需求的复苏。
分析员对该公司接下来季度表现乐观，因家禽需求虽尚未回到疫情前水平，但由于疫情让许多小型业者倒闭，导致该公司的供需已经平衡。根据证券行的查悉，第二季肉鸡平均销售价格稳定为5令吉以上，而日龄小鸡为2令吉；不过原料价格扬升会影响饲料业务赚利，而预料原料涨幅仍可控。
分析员对第三季业绩稍担心，因缺乏重大节庆需求，但第二季有开斋节需求，预料表现标青。因此分析员还是上调2021年财测14%至2亿3000万令吉。
该公司首季派息0.66仙，分析员预料全年可派发1.9仙股息，高于去年的0.6仙，也高于疫情2019年的1.6仙。
至于该公司值不值投资，分析员一致看好，接受彭博社调查的7家国内外证券，都建议“买进”该公司，12个月目标介于1令吉15仙至87仙，平均值为97仙，比较该公司目前70仙上下的市价有约30%左右的回报潜能。
丰隆研究以技术分析该公司股价表示，该公司股价自从52周高点的96仙回落34%至63.5仙后，就逐步巩固回稳，目前已经在每股70仙以上水平，一旦突破74仙第一道阻力并筑成支撑，会试挑第二道阻力77.5仙，成功突破就有望进一步走高，回探83.5仙，长期心理阻力线在90仙，止蚀点在65仙。
本栏并无作出任何股票交易的建议，一切买卖盈亏自负，在采取投资行动前，请依本身的投资条件与情况及向你的证券经纪咨询。
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2021-07-12 23:20 | Report Abuse
Pentamaster Corp Bhd
Target price: RM6.20 BUY
UOB KAY HIAN RESEARCH (JUNE 29): Pentamaster’s latest order book backlog stood at RM235 million, 18% higher than the normal range last year. Its 1Q21 revenue surged 15% despite being dragged by travel restrictions as well as lower operational efficiency due to a stricter lockdown. This was on the back of a stronger recovery in the smartphone and peripheral markets, although with a narrower net profit growth of 8% year on year.
We like Pentamaster for its structurally well-diversified revenue streams, its core competencies in vision inspection technology (which could drive a more favourable product mix) and decent earnings growth outlook.
The share price has corrected 33% from the mid-February peak of RM6.85. As the stock is trading at a two-year forward PER of 29.6 times against a two-year net profit CAGR of 24%, the negatives have been fairly priced in. This is against the backdrop of the more apparent earnings recovery in 2021, anchored by the acceleration of the capex cycle for the telecommunications, semiconductor and automobile sectors. Maintain “buy”, with target price of RM6.20, based on an FY22 PER of 40 times.
Stock
2021-07-11 17:38 | Report Abuse
马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。
大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。
“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”
因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。
虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。
“在末季达到群体免疫的目标，将令我国在明年可重开边境。”
同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。
分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。
不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。
大华继显研究选股
综指明年底料冲1775点
放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。
“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”
投资主题选股
近期催化剂不清晰
配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。
因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。
报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。
同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。
中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。
“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”
手套建筑料跑输大市
至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。
“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”
建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳
Stock
2021-07-11 00:51 | Report Abuse
马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。
大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。
“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”
因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。
虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。
“在末季达到群体免疫的目标，将令我国在明年可重开边境。”
同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。
分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。
不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。
大华继显研究选股
综指明年底料冲1775点
放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。
“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”
投资主题选股
近期催化剂不清晰
配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。
因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。
报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。
同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。
中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。
“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”
手套建筑料跑输大市
至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。
“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”
建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳。
Stock
2021-07-11 00:50 | Report Abuse
马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。
大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。
“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”
因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。
虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。
“在末季达到群体免疫的目标，将令我国在明年可重开边境。”
同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。
分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。
不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。
大华继显研究选股
综指明年底料冲1775点
放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。
“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”
投资主题选股
近期催化剂不清晰
配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。
因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。
报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。
同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。
中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。
“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”
手套建筑料跑输大市
至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。
“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”
建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳。
Stock
Stock
2021-07-11 00:44 | Report Abuse
马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。
大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。
“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”
因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。
虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。
“在末季达到群体免疫的目标，将令我国在明年可重开边境。”
同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。
分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。
不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。
大华继显研究选股
综指明年底料冲1775点
放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。
“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”
投资主题选股
近期催化剂不清晰
配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。
因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。
报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。
同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。
中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。
“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”
手套建筑料跑输大市
至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。
“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”
建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳。
Stock
2021-07-11 00:44 | Report Abuse
Pmetal
马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。
大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。
“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”
因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。
虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。
“在末季达到群体免疫的目标，将令我国在明年可重开边境。”
同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。
分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。
不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。
大华继显研究选股
综指明年底料冲1775点
放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。
“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”
投资主题选股
近期催化剂不清晰
配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。
因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。
报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。
同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。
中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。
“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”
手套建筑料跑输大市
至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。
“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”
建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳。
Stock
2021-07-11 00:43 | Report Abuse
马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。
大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。
“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”
因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。
虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。
“在末季达到群体免疫的目标，将令我国在明年可重开边境。”
同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。
分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。
不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。
大华继显研究选股
综指明年底料冲1775点
放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。
“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”
投资主题选股
近期催化剂不清晰
配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。
因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。
报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。
同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。
中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。
“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”
手套建筑料跑输大市
至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。
“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”
建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳。
Stock
2021-07-11 00:42 | Report Abuse
马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。
大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。
“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”
因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。
虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。
“在末季达到群体免疫的目标，将令我国在明年可重开边境。”
同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。
分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。
不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。
大华继显研究选股
综指明年底料冲1775点
放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。
“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”
投资主题选股
近期催化剂不清晰
配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。
因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。
报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。
同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。
中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。
“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”
手套建筑料跑输大市
至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。
“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”
建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳。
Stock
2021-07-11 00:41 | Report Abuse
马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。
大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。
“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”
因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。
虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。
“在末季达到群体免疫的目标，将令我国在明年可重开边境。”
同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。
分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。
不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。
大华继显研究选股
综指明年底料冲1775点
放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。
“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”
投资主题选股
近期催化剂不清晰
配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。
因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。
报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。
同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。
中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。
“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”
手套建筑料跑输大市
至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。
“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”
建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳。
Stock
2021-07-11 00:40 | Report Abuse
马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。
大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。
“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”
因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。
虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。
“在末季达到群体免疫的目标，将令我国在明年可重开边境。”
同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。
分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。
不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。
大华继显研究选股
综指明年底料冲1775点
放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。
“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”
投资主题选股
近期催化剂不清晰
配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。
因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。
报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。
同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。
中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。
“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”
手套建筑料跑输大市
至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。
“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”
建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳。
Stock
2021-07-11 00:39 | Report Abuse
马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。
大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。
“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”
因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。
虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。
“在末季达到群体免疫的目标，将令我国在明年可重开边境。”
同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。
分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。
不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。
大华继显研究选股
综指明年底料冲1775点
放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。
“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”
投资主题选股
近期催化剂不清晰
配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。
因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。
报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。
同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。
中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。
“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”
手套建筑料跑输大市
至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。
“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”
建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳。
Stock
2021-07-11 00:39 | Report Abuse
马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。
大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。
“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”
因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。
虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。
“在末季达到群体免疫的目标，将令我国在明年可重开边境。”
同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。
分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。
不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。
大华继显研究选股
综指明年底料冲1775点
放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。
“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”
投资主题选股
近期催化剂不清晰
配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。
因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。
报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。
同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。
中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。
“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”
手套建筑料跑输大市
至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。
“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”
建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳。
Stock
2021-07-11 00:35 | Report Abuse
https://www.enanyang.my/财经新闻/马股下半年拨云见日-4大投资主题值得关注
Stock: [INSAS]: INSAS BHD
2021-08-12 17:07 | Report Abuse
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