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Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

Broker Report: INARI AMERTRON - Buy on Weakness

AFFIN HWANG: Buy on weakness; INARI - country's top pick for 2016 Inari’s share-price correction fully reflects a weak 3QFY16E, in our view. However, earnings should recover in 4QFY16E in tandem with a new product launch and, as such, we leave our EPS forecasts intact. Meanwhile, 2QFY16 earnings, due on 23 February, are likely to come within our expectations. Reaffirm BUY. A country top pick for 2016.  2QFY16 results scheduled for 23 February; we expect no surprises  Inari is scheduled to release its 2QFY16 results on the evening of 23 February. Negative surprises are unlikely despite the seasonally weaker quarter and also the slowdown in demand by a major smartphone manufacturer from December 2015. We anticipate a flattish set of earnings in 2QFY16E (1QFY16 core profit of RM42m). Meanwhile, any positive surprises will likely arise from the favourable strengthening of the US$ vis-à-vis the RM. We note that during the final quarter of 2015, the RM had depreciated some 5%...

Broker Report: EXTERNAL TRADE - ending 2015 with softer growth

JF Apex Securities Berhad released a research report on Malaysia's export data. PASSIVE GROWTH IN EXPORTS Malaysian export in December 2015 stood at RM68.3 billion, having increased 1.4% year-on-year. In comparison, November's growth was at 6.3%. The Malaysian's export figure in December was below JF Apex Securities' expectation at 6.2% and the market consensus of 4.9% respectively. The weaker than expected results was due to contraction in export of main products including Refined petroleum products, Liquefied natural gas (LNG), crude petroleum products and palm oil and palm-based products. Other main products such as timber and timber-based products also seen slower export growth in Dec, 15. On a monthly basis, exports rose slightly by 1.0%. MODERATE READING IN IMPORTS Moderate reading in imports in Dec, 15 of RM60.3 billion, rising 3.2% year-on-year while November was at a 9.1%. "This result came below our expectation and market consensus of +6.1% an...