BURSA TALK - A simple website providing information on trading market in Malaysia
(Best view in Resolution: 1024 x 768)

Home Page

Home >>>
Info Digest
Bursa Explorer 1
Bursa Explorer 2
Articles Digest
Ongoing Education
 

 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.

Any comments & suggestions, please email to mail@intelligent-digital.com

Hit Counter

dot

(C)2008 www.Intelligent-Digital.com. All rights reserved