if not mistaken CIMB and RHB took neutral stand on glove sector,,,why like that???? actually they should be helping them....do research houses support BN strongly????? if yes then STANLY THAI is in deep trouble

No demand breakout from Ebola-----WHY CIMB RESEARCH ARE SAYING LIKE THIS???

No demand breakout from Ebola
We believe that Ebola’s reappearance in African countries will have minimal
impact on the demand for rubber gloves at this juncture as it spreads only
through bodily fluids and is still confined mainly to the African countries
(more than 1,300 people infected and more than 700 deaths since February).
While we think that there could be a temporary spike in share prices, we
remain Neutral on the sector. Kossan remains our top pick in the sector.
What Happened
Ebola first appeared in 1976 in two simultaneous outbreaks in Nzara, Sudan
and Yambuku, Democratic Republic of Congo. In February this year, the virus
appeared again and started to spread in west Africa. So far, it has infected more
than 1,300 people and killed more than 700 people in Guinea, Liberia, Nigeria
and Sierra Leone. Ebola has a high mortality rate of up to 90% but it spreads
only through contact with bodily fluids and tissues.
What We Think
While we believe that the continuous spreading of this virus will spur demand
for rubber gloves, we believe that the impact is minimal for now as it is still
confined to the African countries. Unlike SARS and H1N1 which are
transmitted through droplets in the air, Ebola spreads only through bodily
secretions. Hence, it will not spread as easily and demand growth will not be as
strong as in 2009-10 when demand growth for gloves was aided by a low base
during the economic downturn in 2008. We believe that we would only see a
material impact on demand in the event of the depletion of inventories and a
significant rise in the number of cases of Ebola across the globe. During the
H1N1 outbreak in 2009-10, WHO announced an emergency concern in Apr
2009 and declared a pandemic in June 2009 when 74 countries officially
reported 28,774 cases of H1N1 infection. We understand that the surge in
demand during H1N1 only happened after WHO announced an emergency
concern. In regards to the Ebola disease, as of now, WHO has not raised any
major alerts but mentioned that the virus is moving faster than control efforts.
While some glove companies have seen an increase in demand from the
affected African countries, sales contribution from these countries is negligible,
leading to minimal earnings impact. The disease will, nonetheless, improve
health awareness and increase the demand for rubber gloves and condom,
benefiting the rubber glove players and Karex (Hold, TP RM3.38) in the long
term.
What You Should Do
Looking back at end-March 2013 when news of the outbreak of the H7N9 flu
virus in China broke, we note the companies’ share prices have surged strongly
by 20-40% in mid 2013, which lasted for 2-3 weeks. We think that the Ebola
outbreak will have a positive but much milder impact on the share prices due to
the concerns of potential selling price pressure from excess capacity and the
risk of higher operating cost as the government cuts gas/fuel subsidies. We
remain Neutral on the sector as we do not foresee a strong surge in demand for
now. Our top pick is Kossan (Add, TP RM4.92) which has a more balanced
product mix than its peers, reasonable pricing with a good track record for
delivery and more attractive valuations. Should demand jump, we think that
Top Glove would be the biggest beneficiary given its huge capacity in natural
rubber gloves and bigger exposure to the developing countries.

kalau orang jumpa nya habis lo,, akan panggang nya macam satay kajang

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AFFIN BANK RESEARCH ON MRCB

Reaffirm BUY call; maintain forecasts and RNAV-based TP of RM2.26
We expect property launches between now and 2017 to underpin group profits
until 2019-20. We reaffirm our BUY call. We maintain our 2014-16 forecasts
(EPS forecasts, however, adjusted for enlarged issued share capital of 1,760.1m
shares after acquisition of PJ Sentral) and target price of RM2.26, which now
implies a 11% discount to RNAV and a 40x 2015E EPS. Potential positive news
flow would include the award of the Klang Valley Double Tracking and CIQ
projects, new land acquisitions, and good pricing or revival of tolling for the EDL.
Key risks: Future acquisitions through share swap may be EPS-dilutive
Key downside risks include: (i) delays in contract awards; (ii) sharp spike in
construction costs; (iii) further government tightening measures sharply cutting
property demand; (iv) unfair pricing for its concession and property investment
assets; and (v) future acquisitions through the issue of new shares diluting EPS
and valuation. Also, reclassification from the Construction to the Property sector
may cap upside due to available choices of key property stocks and higher
discount to RNAV (15-50% for Affin’s universe of property stocks).

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Building substantial property investment portfolio
The group’s continued focus on niche high-rise mixed development and transport
terminals should provide opportunities for further additions to its property
investment portfolio, which stands at approximately RM3.4bn (including RM750m
for Platinum Sentral which will be sold to Quill Capita Trust for cash and new
QCT units but before the inclusion of the St Regis development). Prospective
investment assets include quality buildings to be built in PJ Sentral Lot 8 and Lot
12, Penang Sentral and Project MX-1. Rising profits as well as selected
monetisation of non-core assets and potential conversion of Warrants 2013/18
are alternative sources of fundings to grow its property development and
investment portfolio and to execute Project MX-1. The completed sale of its 30%
stake in DUKE has raised cash reserves by RM228m while the pending sale of
Platinum Sentral should bring in another RM486m. Gross geaing for the group
has declined from 2.10x to 1.93x after the settlement agreement with PKNS and
the acquisition of 70% of PJ Sentral.

New E&C contracts yet to materialise
In Engineering & Construction (E&C), the group has yet to announce major new
contract wins since the award of Phase 3 of the Sungai Pahang Rehabilitation
project (RM130.0m) in August 2013 and the Giant Hypermarkets project
(RM80.8m) in October 2013. Pending the outcome of its tenders, which include
the Klang Valley Double Tracking (RM480.0m) and CIQ Bukit Kayu Hitam
(RM327m) projects, the group’s outstanding order book of RM1,142m as at 31
March 2014 and internal building jobs are expected to keep the E&C division
busy until 2019. The kitchen sinking exercise in 3Q13 as well as measures to
improve efficiencies and margins are also expected to boost the profitability of
the E&C division, which posted losses in 2012-13.

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thanks guys for the comments

AyamTua---- are you close fren of uncle,,if yes then please find him,,we need him now

GUYS WHERE IS UNCLE, MISSING ALREADY????????????

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limpek ki chia liao! lao jiat 1. haiz

my fren is this german language

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SUPERMX (7106) extremely overbought...most likely consolidate side way @ MA100 level..

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WHY EPF IS NOT GIVING A CHANCE FOR THIS COUNTER TO RISE,,,KEEP ON SELLING, WHY

WHY EPF BUYING THIS COUNTER, MOSTLY DAILY IN THE PAST WHY ???

Fitters Diversified (FIT MK)
Technical BUY with +13.7% potential return
Last price : RM1.17
Target Price : RM1.28, RM1.33
Support : RM1.10
Stop-loss: RM1.09
BUY with a target price of RM1.33 with stoploss
below RM1.09. FIT’s share price surged
past the immediate resistance of RM1.10 on 18
Jul 14 and hit a new high at RM1.19 after that.
With the share price making a “return move” to
RM1.10 (now support), it has rebounded and
formed a classic “1,2,3 formation” with FIT
consistently climbing along the 10-day SMA
line. A rising trading volume in the past 2 days
along with positive readings in both MACD and
Stochastic should signal continuation of the
recent uptrend with potential breakout above
the previous high of RM1.19 in the cards. A
violation above the aforementioned level would
kick-start another up-leg as we peg our
medium-term upside target at the 1.61x
Fibonacci extension level of RM1.33.
Expected Timeframe: 1 week to 2 months

Grand-Flo (GFLO MK)
Technical BUY with +15.2% potential return
Last price : RM0.330
Target Price : RM0.350, RM0.380
Support : RM0.310
Stop-loss: RM0.305
BUY with a target price of RM0.380 with stoploss
below RM0.305. Despite a failure to surge
past the immediate resistance of RM0.350,
GFLO’s share price has continued climbing
along the rising trendline and formed a bullish
continuation pattern of “ascending triangle”.
Last Friday’s close above the “cloud” on the
back of a higher trading volume of 2.4m shares
(vs 20-day average of 0.6m) signifies an
upward continuation as the GFLO is likely to
breach RM0.350 in the near term. Additionally,
positive readings in both MACD and Stochastic
indicate a strong momentum, which is likely to
lift the share price higher. Moving forward, we
peg our medium-term target at the 1.38x
Fibonacci extension level of RM0.380.
Expected Timeframe: 2 weeks to 2 months

Land & General (LGH MK)
Technical BUY with +16.3% potential return
Last price : RM0.675
Target Price : RM0.750, RM0.785
Support : RM0.625
Stop-loss: RM0.620
BUY with a target price of RM0.785 with stoploss
below RM0.620. Following our earlier BUY
call on 17 Jun 14 at the price of RM0.580,
LGH’s share price hit our initial target of
RM0.680 on 30 Jul 14. However, the share
price fell following profit-taking activity before
stabilising above the immediate support of
RM0.625 last Friday. Given the renewed
buying interest as shown by a higher trading
volume and steady momentum growth, we
expect LGH to continue rising further. Hence,
we peg our next target at the 1.61x Fibonacci
extension level of RM0.785.
Expected Timeframe: 2 weeks to 2 months

about the fire please call at 0361452328,, in the afternoon,,because the spoke man is outstation... maybe later in the evening he will be arround... hope it is not supermax

spy008 ----thanks for your lengthy explaination

uncle sudah lari ke china,,banyak pelabur sedang mencari nya

uncle koon sudah cabut lari ke china,,banyak pelabur sedang mencari nya.. kalau terjumpa,,habis lah riwayat nya

any of the above stocks that are still on a strong uptrend,,even now at this moment today,,, 8/2/2014 ????? which can surge more

thanks for sharing

Posted by Ameera > Aug 2, 2014 07:16 PM | Report Abuse

Good notes by Johnny Cash....

Thanks Ameera for your positive comments

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remove fears,,,those who had sold them,,are now hoping for correction,,but for those who are still holding them,,are hoping for the uptrend to continue...but what should we must be carefull,,is makesure the market do not get too overheated,,i mean going beyond their moment values..if this happen then it needs a little correction only,, not a complete downfall

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http://www.bbc.com/news/world-africa-28610112

EBOLA SPREADING FAST

http://edition.cnn.com/2014/08/01/health/ebola-outbreak-questions/

if mudajaya wants to give a surprise news,,i mean earlier firing of powerplant 1,, then better do it at earlier of august,, i mean before the negative earning report,, so the downtrend of this stock will be limited..

spy008--- thanks for sharing the above info about mudajaya, you got from benjamin.. at least now we are getting the right accurate info directly from the IR of mudajaya... yes this company really do not want to waste energy on low margin projects.. higher margin projects found locally are very less,, so they are searching for this opportunities overseas... what i am worried now is CIMB already downgraded mudajaya, from the last earning report performance.. now the next earning report is coming, sure a very big negative, n will be another downgrade from CIMB research house.. end of august earning report is coming... if the firing of powerplant 1 is delayed in september,, then this company is in a real DEEP SHIT

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SUPERMX (7206) retest MA100 resistance level...

please login to facebook first ok

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if no firing then somebody must be fired,,quess whom???????????

CIMB REPORT

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CIMB REPORT

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