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x 123
发表于 2019-11-27 16:23 | 显示全部楼层 |阅读模式
*NADIBHD*: just released results two days ago. Based on annualised earnings, it is trading at 6-7x PE, construction players PE can range from 8-12x. Concession-related can be seen around 14-15x PE. On the share price, technicals are turning positive and likely to see further upside towards RM0.32-0.35. Support at RM0.28.

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x 123
 楼主| 发表于 2019-11-27 16:24 | 显示全部楼层
U MOBILE计划明年IPO上市 陈志远又多一家上市公司
柔佛苏丹依布拉欣陛下和丹斯里陈志远持有大宗股权的U MOBILE手机网络商,计划2020年於大马交易所上市,预料通过IPO筹集5亿美元。

依布拉欣陛下持有11%股权,陈志远持有22%股权,U MOBILE最大股东是新加坡海峡移动投资集团,持有35%。

陳志遠持有22%的U MOBILE股權。

根据外媒报导指出,U MOBILE最近委托银行准备上市计划书,该公司将在最近委托上市顾问,以在2020年年底IPO上市。

U MOBILE是我国第四大手机网络营运商,它寻求明年上市大马交易所,将使IPO活动更热闹,计划在明年於BURSA上市的公司包括MR DIY,手摇茶连锁店集团LOOB控股。


U MOBILE首席执行员黄贤德通过电邮回答外媒问题时指出,U MOBILE正在计划明年IPO上市,不过实际日期还未确定,这要看市场状况而定。

U MOBILE在大马手机用户市场占有16%市占率,排在数码网络(DIGI),明讯(MAXIS)和亚通(AXIATA)之後。

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x 123
 楼主| 发表于 2019-11-27 16:57 | 显示全部楼层
大马股市龙头股之一的国家能源(TENAGA 5347)第三季盈利跳涨,按年增长139%。








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x 556
发表于 2019-11-27 17:57 | 显示全部楼层


趕緊抓回調後 才進場

進場價夠美 就賺得更多

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x 123
 楼主| 发表于 2019-11-27 19:47 | 显示全部楼层
scorpionking168 发表于 2019-11-27 17:57



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x 123
 楼主| 发表于 2019-11-28 08:22 | 显示全部楼层
KLCI: 1,587.18 (+3.31 pts)
DOW: 28,164.00 (+42.32 pts)
MSCI ASIA Pac (MXAP): 165.72 (+0.62 pts)
FCPO: RM2,687 / MT (+11)
BRENT: US$64.06 / bbl (-0.21)
USD: 4.171 (-0.012 pts)
SGD: 3.055 (-0.009 pts)
EUR: 4.594 (-0.017 pts)
GBP: 5.363 (-0.026 pts)
US: 10-yr yield (+0.02 to 1.77%)
BNM: 10-yr yield (-0.00 to 3.43%)

Cut off time: 7.45 am (28 November 2019)

Asia: Asia’s stock markets traded mixed as investors continue wait for further progress on the US and China trade front. As of this juncture, both parties remained quite positive of passing a mini trade deal in the near term. The Nikkei 225 and Hang Seng Index rose 0.28% and 0.15%, respectively, while Shanghai Composite Index slipped 0.15% as China’s National Bureau of Statistics suggested that industrial profit declined 9.9% YoY in October.

Malaysia: Following the MSCI rebalancing activities, KLCI gained 0.21% to 1,587.18 pts. Market breadth was still negative with losers led gainers by a ratio of 5-to-3. We noticed several property stocks such as SIMEPROP and SPSETIA were traded higher for the session.

US: Wall Street extended its upward move for the fourth day on the back of stronger-than-expected data, coupled with favourable sentiment on the trade front between the US and China. 3rd quarter revised US GDP stood at 2.1% vs. previous reading of 1.9%, durable goods orders rose 0.6% in October, while weekly jobless claims fell to 213k last week from 227k in the previous week.

Dow outlook: Given the positive mood following the solid bag of data; stronger US GDP, lesser jobless claims and higher order of durable goods as well as the Fed’s Beige Book suggested economic activity expanded modestly in the month of October till mid-Nov, we may anticipate further upside potential on Wall Street. Traders will continue to monitor on the trade deal and trade tariffs that could be imposed during mid-Dec. As of this juncture, the Dow is uptrend with trading range located around 27,600-28,500.

KLCI outlook: The positive progress in the US-China trade front, where officials from both the US and China have discussed and could be resolving further on the core issues of the trade deal could continue to lift the market sentiment. Also, traders could look into index heavyweights amid the window dressing activities in the month of December. The FBM KLCI may trade within a range of 1,580-1,620.


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x 123
 楼主| 发表于 2019-11-28 09:39 | 显示全部楼层


Current price: RM1.71
Target Price: RM1.62

Due to:
1) lower than expected ticket yields for Malaysia Airasia & Thailand AirAsia
2) higher than expected provisions for maintenance costs.

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x 123
 楼主| 发表于 2019-11-28 14:19 | 显示全部楼层

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x 123
 楼主| 发表于 2019-11-29 12:46 | 显示全部楼层
KLCI: 1583.8 (-3.4)
DOW: 28164 (closed)
FCPO: RM2663/ MT (-22)
BRENT: US$63.8 bbl (-0.2)
USD: 4.1733 (+0.002)
SGD: 3.0545 (-0.000)
EUR: 4.5966 (+0.0029)
GBP: 5.3982 (+0.0357)
US: 10-yr yield (0.00%, 1.77%)
BNM: 10-yr yield (0.00%, 3.43%)

Cut off time: 7.45 am (29 Nov 2019)

Asia: Led by losses on SHCOMP (-0.47%) and HSI (-0.22%), Asia’s stock markets ended lower as investors feared that Trump’s decision to sign a bill backing HK protestors on Wednesday could derail an interim US-China trade deal. The spat over Hong Kong overshadowed another record high on Dow overnight triggered by a set of strong economic data.

Malaysia. Tracking sluggish regional markets and on-going soft Nov reporting season, KLCI slid as much as 14 pts to 1587.1 before reducing the losses to 9 pts at 1592.2. Trading volume increased to 2.93bn shares worth RM2.16bn as compared to Wednesday’s 2.9bn shares worth RM1.98bn but market breadth was bearish with 320 gainers as compared to 552 losers.

US. Wall Street was closed overnight for the Thanksgiving holiday after rising 42 pts at 28164 on Wednesday, and Friday will see a shortened day of trade. Meanwhile, European stocks fell overnight in holiday-thinned trading after fresh signs of US-China tensions as China threatened unspecified retaliation after Trump signed a bill supporting HK protestors.

Dow outlook. In the short term, the Dow is likely to remain event-driven until an agreement can finally be reached by the US and China. Overall, Trump’s approval of the bill was not unexpected and neither was the stern reaction from Beijing, given China’s adamant rejections of any commentary on what it considers an internal issue. Technically, any overbought retracement is likely to be cushioned near 27100-27400 territory whilst resistances are near 28500-29000 levels.

KLCI outlook: We expect sentiment to remain doggy owing to the earnings uncertainty due to the Nov reporting season and renewed turmoil in the US-China trade deal. Overall, KLCI is envisaged to extend its consolidation but traditional window dressing activities in December and the conclusion of Nov reporting season next week are likely to lend some support. Key supports are near 1564-1573 whilst resistances fall on 1594-1606 levels.


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