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Quote for the moment:

The release of atomic energy has not created a new problem. It has merely made more urgent the necessity of solving an existing one.

Albert Einstein (1879-1955)

Market Information : Last Update: 17-Oct-2011
1. Stock Top Picks by respective research house
2. Sector Rating by respective research house
3. Individual Sector Stock pick by respective research house
4. Gold and Oil price chart

1. Stock Top picks by Respective Research House

1.1 RHB (Last Update: 11-August-2011)

Stock	Fair Value
Digi	34.00
TM	4.68
Gamuda	3.70
B Toto	4.85
Dialog	3.78
KPJ Healthcare	4.82
Carlsberg	8.23
SEG International	2.30

[Back to Top Page]

2. Individual Sector Rating

	Sector	RHB	AMB	CIMB
1	Automotive	Neutral (24-Aug-11)	Neutral (22-June-11)	Neutral (20-Mar-11)
2	Banking	Neutral (02-Sep-11)	Overweight (01-Aug-11)	Overweight (01-July-11)
3	Building Materials	Underweight (29-July-11)	Overweight (14-Mar-11)	Neutral (26/04/2010)
4	Brewery	-	Overweight (28/04/2010)	Neutral (28/04/2010)
5	Construction	Neutral (28-June-11)	Overweight (12-Aug-11)	Overweight (12/08/2010)
6	Consumer	Neutral (28/12/2010)	Neutral (01-Aug-11)	-
7	Gaming	Overweight (7-July-11)	Neutral (04-Mar-11)	Overweight (07-Feb-11)
8	Healthcare	-	-	-
9	Insurance	Overweight(30/06/2010)	-	-
10	Media	Overweight(31-May-11)	Overweight(18/08/2010)	Overweight(06/07/2010)
11	Oil & Gas	Neutral (12-Aug-11)	Overweight (08-Aug-11)	Overweight (04-Aug-11)
12	Plantation	Overweight (06-Oct-11)	Overweight (11-Aug-11)	Neutral (23-May-11)
13	Property	Neutral (15-Sep-11)	Overweight (08-Aug-11)	Overweight (30/08/2010)
14	Power / Utilities	Neutral (12-July-11)	Overweight (20/4/2010)	Underweight (04-Mar-11)
15	Packaging	-	-	Overweight (16-Feb-11)
16	Rubber Gloves	Neutral (19-Nov-10)	Underweight(29-Mar-11)	Overweight (05-Apr-11)
17	Semiconductor/Tech	Underweight (05-Sep-11)	Overweight (17-Mar-11)	Neutral (07-Feb-11)
18	Steel Sector	-	Overweight (12-May-11)	-
19	Telecommunication	Neutral (13-Sep-11)	Neutral (14-June-11)	Neutral (22-Nov-10)
20	Transport Infra	Neutral (30/06/2010)	-	Neutral (10/03/2010)
21	Timber	Neutral (07-Oct-11)	Neutral (29-Apr-11)	-
22	Tobacco	-	Neutral(15/10/2010)	Neutral (04/10/2010)
23	REIT	Neutral (13-July-11)	-	-

[Back to Top Page]

3. Individual Sector Stock Pick

(Only those with Buy / Outperform rating listed below)

1.1 RHB

Automotive Sector (Last Update: 24-August-2011)

Stock	FV
DRB Hicom	2.95
Tan Chong	5.50

Banking Sector (Last Update: 02-September-2011)

Stock	FV
- All Neutral -

Building Materials (Last Update: 29-July-2011)

Stock	FV (where available)
CSC Steel	1.87
YTL Cement	6.29
Lion Industries	2.62 (Trading Buy)

Construction Sector (Last Update: 28-June-2011)

Stock	FV
TRC Synergy	2.26
Fajarbaru	1.80
HSL	2.47

Consumer (Last Update: 28/12/2010)

Stock	FV (where available)
CI Holdings	4.90
Carlsberg	6.60
Parkson	7.36
QL Resources	6.50
VS Industries	5.80

Gaming Sector (Last Update: 7-July-2011)

Stock	FV
Genting	13.30
BJToto	5.15
Genting Malaysia	4.40

Insurance Sector (Last Update: 30/06/2010)

Stock	FV
Kurnia Asia	0.63
Allianz	6.68
LPI Capital	16.70

Media Sector (Last Update: 12-Oct-2011)

Stock	FV
-	-

Oil & Gas (Last Update: 12-October-2011)

Stock	FV (where available)
Dialog	3.51
Petronas Gas	14.50

Power (Last Update: 12-July-2011)

Stock	FV (where available)
Tenaga	8.00

Plantation Sector (Last Update: 06-Oct-2011)

Stock	FV
CBIP	4.45
Sime Darby	9.35
TH Plantation	2.20
Genting Plantation	7.70

Property Sector (Last Update: 05-September-2011)

Stock	FV
Sunway	3.35

REIT (Last Update: 13-July-2011)

Stock	FV
-	-
-	-

Rubber Gloves Sector (Last Update: 19-Nov-10)

Stock	FV
Kossan	4.25

Semiconductor Sector (Last Update: 05-Sept-2011)

Stock	FV
-	-

Telecommunication Sector (Last Update: 13-September-2011)

Stock	FV
TM	4.68 (Trading Buy)

Timber Sector (Last Update: 07-Oct-2011)

Stock	FV
Ta Ann	5.48
Jaya Tiasa	6.12

1.2 AMB

Automotive Sector (Last Update: 22-June-2011)

Stock	FV
APM	6.60
Proton	4.30

Banking Sector (Last Update: 01-Aug-2011)

Stock	FV
AFG	4.20
CIMB	9.70
HLBB	14.70
Maybank	10.40
RHB Cap	9.70

Brewery Sector (Last Update: 28/04/2010)

Stock	FV
Guiness	7.60

Consumer Sector (Last Update: 01-Aug-2011)

Stock	FV
3A Resources	2.13
Cocoaland	2.45
F&N Holdings	22.70
KFC	4.15
Parkson	6.60
Carlsberg	8.30

Construction Sector (Last Update: 16-May-2011)

Stock	FV
Gamuda	4.20
IJM	7.52
WCT	3.85
Naim	5.24
Benalec	1.90
Kim Lun	2.25

Media Sector (Last Update: 18/08/2010)

Stock	FV
Star	4.10
Media Chinese	1.05
Media Prima	2.90

Oil & Gas Sector (Last Update: 08-August-2011)

Stock	FV
Boustead Machinery	5.20
Dialog Group	3.04
Kencana Petroleum	3.54
MMHE	9.90
Petronas Gas	15.30
Sapura Crest	5.44
Wah Seong	2.85

Plantation Sector (Last Update: 12-July-2011)

Stock	FV
IOI Corp	7.00
KLK	26.00
Kulim	15.75
TH Plantations	2.55
Genting Plantation	10.50
IJM Plantations	3.70
TSH Resources	3.27
Wilmar	SGD6.75
Indofood Agri	SGD3.30

Property Sector (Last Update: 08-August-2011)

Stock	FV
IJM Land	4.00
SP Setia	5.41
Ivory Properties	2.40

Semiconductor Sector (Last Update: 17-March-2011)

Stock	FV
Unisem	3.25
MPI	8.90

Steel Sector (Last Update: 12-May-2011)

Stock	FV
Anjoo	3.80
Lion Industries	1.97

Timber Sector (Last Update: 29-April-2011)

Stock	FV
TaAnn	7.00 (Hold)
Jaya Tiasa	7.11 (Hold)

Tobacco Sector (Last Update: 29/06/2010)

Stock	FV
JTI	5.80

Telecommunication Sector (Last Update: 14-June-2011)

Stock	FV
Axiata	6.24

1.3 CIMB

Automotive Sector (Last Update: 20-April-2011)

Stock	FV
Tan Chong	6.55

Building Materials (Last Update: 28/1/2010)

Stock	FV (where available)
Tasek	5.00

Banking Sector (Last Update: 01-July-2011)

Stock	FV
AMMB	7.90
Maybank	10.30
Public Bank	16.00
RHB Cap	11.40

Construction Sector (Last Update: 12/08/2010)

Stock	FV
IJM Corp	6.65
Gamuda	4.78
WCT	4.05
Mudajaya	7.94

Gaming Sector (Last Update: 07-Feb-2011)

Stock	FV
Genting	15.50
Genting Malaysia	4.30

Media Sector (Last Update: 06/07/2010)

Stock	FV
MCI	1.39
Star	4.10

Oil & Gas Sector (Last Update: 04-August-2011)

Stock	FV
Dialog	3.27
Perdana Petroleum	0.92 (Tr.Buy)
Perisai	1.60
Petronas Dagangan	21.60
Wah Seong	2.70

Plantation Sector (Last Update: 23-May-2011)

Stock	FV
Sime Darby	10.90 (Trading Buy)

Power Sector (Last Update: 04-March-2011)

Stock	FV
YTL Power	2.97

Packaging Sector (Last Update: 16-February-2011)

Stock	FV
Diabochi	3.92
Tomypak	1.80

Property Sector (Last Update: 30/08/2010)

Stock	FV
E&O	1.63
Hunza Prop	1.93
SP Setia	5.51

Rubber Glove Sector (Last Update: 05-April-2011)

Stock	FV
Adventa	2.98
Kossan	5.14
Hartalega	8.25
Supermax	5.84

Semiconductor/Technology Sector (Last Update: 11-Feb-2011)

Stock	FV
JobStreet	3.73
Uchi	1.68

Telecommunication Sector (Last Update: 19-Jan-2011)

Stock	FV
Axiata	5.90

1.4 OSK

Automotive Sector (Last Update: 21-June-2011)

Stock	FV
EPMB	1.38
NHFatt	2.85
MBM	3.80

Banking Sector (Last Update: 04-NOV-2010)

Stock	FV
Maybank	9.25
CIMB	8.70
Public Bank	13.00
RHB Cap	7.85
HL Bank	9.20

Construction Sector (Last Update: 05-April-11)

Stock	FV
AZRB	1.29
Gamuda	4.96
HSL	2.32
Kim Lun	2.32
Mudajaya	7.44
MRCB	2.58 (Trading Buy)
Naim	5.10
Sunway	2.60
WCT	3.75

Consumer Sector (Last Update: 23/07/2010)

Stock	FV
CI Holdings	3.66
QL Resources	4.65
Parkson	6.75
Zhulian	2.58

Gaming Sector (Last Update: 08/06/2010)

Stock	FV
BJ Toto	4.90
Genting	8.90
Genting Malaysia	3.15
Tanjong	18.60

Media Sector (Last Update: 19-Jan-2011)

Stock	FV
Media Chinese	1.52
Media Prima	3.30

Oil & Gas Sector (Last Update: 16-February-2011)

Stock	FV
Kencana	3.05 (Trading Buy)
Petra Perdata	1.57
Petra Energy	2.16
Alam Maritime	1.50

Plantation Sector (Last Update: 13-June-2011)

Stock	FV
Kulim	4.77

Property Sector (Last Update: 07-June-2011)

Stock	FV
UEM Land	3.52
SP Setia	4.82
IGB Corp	2.50
YNH Prop	3.03
Bandar Raya	3.06
Plenitude	2.85
Hunza Prop	2.48
Glomac	2.00

Rubber Glove Sector (Last Update: 05-May-2011)

Stock	FV
Adventa	3.04
Hartalega	7.40
Kossan	5.25
Supermax	7.84
Top Glove	6.50

Steel Sector (Last Update: 24/09/2010)

Stock	FV
Lion Industries	2.18 (Trading buy)

Telecommunication Sector (Last Update: 24-Jan-2011)

Stock	FV
Axiata	5.80

Utilities Sector (Last Update: 08/06/2010)

Stock	FV
Tenaga	10.15
Petronas Gas	13.81

[Back to Top Page]

4. Gold and Oil Price Chart

Disclaimer: The information provided in this page are for internal and private circulation only and shall not be reproduced either in part or otherwise without the prior written consent of the authors. The opinions and information contained herein are based on available data believed to be reliable. It is not to be construed as an offer, invitation or solicitation to buy, sell or hold the securities covered here.

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