Market Outlook 22 September 2010
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1. Investment Theme For 2H2010
9. A Stronger Ringgit Regime
10.Privatization And M&As Deals (The Banking Sector)
11.Asset Reflation Theme (Strengthening Ringgit)
14.Iskander Development Region (IDR) In South Johor
20.Interest Rate Cycle (Divergence Between Developing & Developed
Economies)
21.Decoupling – Emerging Economies Is Disconnected From Developed
Countries (Chin-Led Process Decoupling From The West)
22.Further Liberalization Of The Services/Financial Sector
(Speculating Offshore Trade In Ringgit)
28.10th Malaysia Plan And Capital Master Plan -> New Economic
Developments Model
29.The 2011 Budget Speech
30.Sarawak State Elections
32.RM36 Billion MRT System
33.The Malaysia Singapore JV Involved In KTMB Land In Singapore
34.Malaysia Listed As China’s QDII Destination
2. Malaysia Nonfinancial Industry Development:-
b.The Palm Oil/Biodiesel Industry 17.1;
d.The Timber Industry 4.7;
e.The Telecommunication Industry 7.5;
f.The Steel/Aluminium Industry 9.1;
h.The Construction Industry 6.5.;
j.The Cement Industry 1.6;
k.The Water Services Industry 7.1;
m.The Electronics Industry 10.2;
s.The Regulated Assets (Power, IPPs & Toll Operators) Industry 2.5
v.The Automotive Industry 2.5
3. Malaysia Financial Industry Development:-
a.The Banking Industry 8.3
b.The Foreign Exchange Liberalization 1.4;
4. Market Outlook For The Coming Week
b.State OF Malaysia Forex Market
c.State Of Malaysia Economic & Monetary Policy Trend
e.Economic Outlook
g.Investment Theme For 2010
h.Watch List In 2010
i.Watch List In The Coming Week(s)
j.Corporate Watch List In Coming Week(s)
k.Weekly Commentaries
l.Technical Viewpoint
m.Undermining Factors
o.Equity Strategies
5. Stock(s) To Speculate:-
a.“Radical Development” – EIG, RGB, Carotech/Hovid, LCL, Muhibbah,
Sarawak Plant, KimLun, ETI Tech, Goodyear, KNM, SSteel, Handal
b.“Incremental Development” – RHB Cap, Linear,
Kencana/Dayang/SapCrest/Petra Energy (SOGT), Genting Mal, Proton,
Proton/Lotus, PLUS
6. Corporate Development – MTD Capital, TM (Telekom), UEM Group, UMW,
MasterSkill, Seal, Hunza, BJAssets, ECS ICT, TGOFFs, Loh&Loh, MAE,
Gamuda, SAAG, MSC, Ivory, Petra Perdana, MHC/Cepat, ES Ceramics, K-One,
DXN, Supportive
8. Value Play < -- > Betting On The “Next Phase Of Growth” Companies: JCY,
Dufu, Notion, Scomi Eng, Zeland, Puncak Niaga, KKB, Mah Sing, SP Setia,
Tan Chong, GKent, Glomac, SunCity, SunREIT, HSL, Genting SP, Genting
HK, Leong Hup, DRB-Hicom, Bonia, Paramount, HELP, DataPrep, Bina Puri,
Eng, Johor Corp, Jerneh, TimeDotCom, BStead, JTiasa
9. Investors Alert:-
b.“Incremental Development” – Kenmark, RGB, LCL, Techfast, OilCorp,
LBS, Idaman, Seloga, Carotech/Hovid, Zecon
11.IPOs – CyPark, Petronas Chemicals, Genomics