Company Reviews ~ July 2013

For previous info {Please Click Here}

Axis REIT (5106) ~ current price @ 3.58
July 2013 - HwangDBS Vickers Research ~ target price 4.05

BAT (4162) ~ current price @ 62.74
June 2013 - AmResearch ~ fair value 62.00

July 2013 - Maybank Research ~ target price 55.00

Benalec Holdings (5190) ~ current price @ 1.39
June 2013 - CIMB Equities Research ~ target price 2.01

July 2013 - Affin Research ~ target price 1.98

BIMB Holdings (5258) ~ current price @ 4.80 
June 2013 - Maybank Research ~ target price 4.60

July 2013 - Maybank IB research ~ target price 4.60

Bumi Armada Bhd (5210) ~ current price @ 3.94
July 2013 - BIMB Securities ~ target price 4.32
July 2013 - Alliance Research ~ fair value 4.40

Bursa Malaysia (1818) ~ current price @ 7.91
July 2013 - Maybank IB Reaserch ~ target price 8.60
19 July 2013 - Maybank IB Reaserch ~ target price 8.80

Cahya Mata Sarawak Bhd (2852) ~ current price @ 5.34 
July 2013 - RHB Research ~ target price 7.55 

Cypark Resources (5184) ~ current price @ 2.11
July 2013 - CIMB Equities Research ~ target price 2.82

Dialog Group Bhd (7277) ~ current price @ 2.85
July 2013 - AmResearch ~ fair value 3.55

Favelle Favco (7229) ~ current price @ 3.41
July 2013 - RHB Research ~fair value 3.60

Felda Global Ventures Holdings Bhd (5222) ~ current price @ 4.42 
July 2013 - Affin Research ~ target price 4.07
July 2013 - Kenanga Research ~ target price 4.60
July 2013 - M&A Securities Research ~ fair value 4.50
July 2013 - HwangDBS Vickers Research ~ target price 4.40

Genting Malaysia (4715) ~ current price @ 4.37 
June 2013 - Affin Research ~ target price 4.25

July 2013 - Hong Leong Investment Bank Research ~ target price 4.10

Help International Corp Bhd (7236) ~ current price @ 1.83
July 2013 - CIMB Equities Research ~ target price 2.23

Hunza Properties (5018) ~ current price @ 2.18
July 2013 - Alliance Research ~ target price 2.62

Jobstreet Corporation Bhd (0058) ~ current price @ 4.08
July 2013 - CIMB Research ~ target price 4.22

Kinsteel Bhd (5060) ~ current price @ 0.30
July 2013 - RHB Research ~ fair value 0.43
July 2013 - Maybank Research ~ target price 0.26

Kossan Rubber Industries (7153) ~ current price @ 6.00
July 2013 - PublicInvest Research ~ target price 6.61

Magnum Berhad (3859) ~ current price @ 3.45
July 2013 - Kenanga Research ~ target price 4.37

MAS (3786) ~ current price @ 0.34
June 2013 - MIDF Research ~ target price 0.27
June 2013 - RHB Research ~ fair value 0.43

July 2013 - RHB Research ~ fair value 0.43
July 2013 - Maybank Research ~ fair value 0.35

Mah Sing Group Bhd (8583) ~ current price @ 2.38
July 2013 - MIDF Research ~ target price 3.08

Malaysian Bulk Carriers Bhd (5077) ~ current price @ 1.84
July 2013 - HwangDBS Vickers Research ~ target price 2.10

Muhibbah Engineering (5703) ~ current price @ 2.51
July 2013 - HwangDBS ~ target price 3.10

Parkson Holdings Berhad (5657) ~ current price @ 3.71
July 2013 - AmResearch ~ fair value 4.43

Public Bank (1295) ~ current price @ 17.24
June 2013 - CIMB Equities Research ~ target price 18.70

July 2013 - HwangDBS Vickers Research ~ fair value 18.00
July 2013 - Maybank Research ~ target price 18.60
July 2013 - RHB Research ~ fair value 19.40

Puncak Niaga (6807) ~ current price @ 2.83
July 2013 - Kenanga Research ~ target price 3.50

QL Resources Bhd (7084) ~ current price @ 3.60
July 2013 - Maybank IB Research ~ target price 4.00

RHB Capital  (1066) ~ current price @ 8.05
July 2013 - CIMB Equities Research ~ target price 10.50

SapuraKencana Petroleum Bhd (5218) ~ current price @ 3.74
June 2013 - CIMB Equities Research ~ target price 4.80

July 2013 - CIMB Equities Research ~ target price 4.80
July 2013 - MIDF Research ~ target price 4.86

Sarawak Cable Bhd (5170) ~ current price @ 2.06
June 2013 - AmResearch is maintaining ~ fair value 2.50

July 2013 - AmResearch ~ fair value 2.50

Sunway Bhd (5211) ~ current price @ 3.14
July 2013 - Affin Research ~ target price 4.01
July 2013 - RHB Research ~ fair value 3.76

Ta Ann Holdings (5012) ~ current price @ 4.09
July 2013 - CIMB ~ target price 4.67

Tan Chong Motors Bhd (4405) ~ current price @ 6.51
June 2013 - Hong Leong Investment Bank ~ target price 7.30

July 2013 - Maybank Research ~ target price 8.05

Telekom Malaysia (4863) ~ current price @ 5.28
July 2013 - Hong Leong Investment Bank ~ target price 5.82

Tenaga Nasional Bhd (5347) ~ current price @ 8.99
June 2013 - BIMB Securities Research ~ target price 8.96
June 2013 - AmResearch ~ fair value 9.15
June 2013 - Alliance Research ~ target price 9.52

July 2013 - Affin Research ~ target price 8.90
July 2013 - Hong Leong Investment ~ target price 9.05
July 2013 - RHB Research ~ target price 8.98

Tune Ins Holdings Bhd (5230) ~ current price @ 2.06
July 2013 - RHB Research ~ fair value 2.15

United Malacca (2593) ~ current price @ 7.40
July 2013 - TA Securities Research ~ target price 8.42

*Please note that above just some quick information. You still need to find out more info about how they calculated their target price.*

World Most Profitable Companies in 2012

Any idea which company is the most profitable in the world??

 

Some of the companies you might not heard about them before.......so never underestimate anything :)

 

Here is the list:

1. Exxon Mobil - $44,880.0millions
2. Apple - $41,733.0millions
3. Gazprom - $38,086.2millions
4. Industrial & Commercial Bank of China - $37,806.5millions
5. China Construction Bank - $30,618.2millions
6. Volkswagen - $27,909.1millions
7. Royal Dutch Shell - $26,592.0millions
8. Chevron - $26,179.0millions
9. Agricultural Bank of China - $22,996.9millions
10. Bank of China - $22,099.5millions
11. J.P. Morgan & Chase Co. - $21,284.0millions
12. Samsung Electronics - $20,585.7millions
13. Wells Fargo - $18,897.0millions
14. China National Petroleum - $18,195.9millions
15. Fannie Mae - $17,220.0millions
16. Wal-Mart Stores - $16,999.0millions
17. Microsoft - $16,978.0millions
18. International Business Machines - $16,604.0millions
19. Petronas - $16,001.1millions
20. BHP Billiton - $15,417.0millions
21. Berkshire Hathaway - $14,824.0millions
22. Pfizer - $14,570.0millions
23. HSBC Holdings - $14,027.0millions
24. Total - $13,743.2millions
25. General Electric - $13,641.0millions

More info here:
http://sg.finance.yahoo.com/photos/the-25-most-profitable-companies-slideshow/

http://money.cnn.com/gallery/news/companies/2013/05/06/500-most-profitable.fortune/index.html?iid=F500_sp_river

Company Reviews ~ June 2013

For previous info {Please Click Here}

AirAsia (5099) ~ current price @ 3.19
May 2013 - Affin Investment Research ~ target price 3.70
May 2013 - Maybank KE Research ~ target price 3.00
May 2013 - Kenanga ~ target price 3.36

June 2013 - CIMB Equities Research ~ target price 4.00

Alam Maritim Resources Bhd (5115) ~ current price @ 1.36
May 2013 - Kenanga Research ~ target price 1.39
May 2013 - Maybank KE Research ~ target price 1.30

June 2013 - RHB Research ~ fair value 1.65

Astro Malaysia Holdings Bhd (6399) ~ current price @ 3.03
May 2013 - Kenanga Research ~ target price 3.38

June 2013 - Affin Research ~ target price 3.25

BAT (4162) ~ current price @ 61.50
June 2013 - AmResearch ~ fair value 62.00

Benalec (5190) ~ current price @ 1.33
June 2013 - CIMB Equities Research ~ target price 2.01

Berjaya Sports Toto Bhd (1562) ~ current price @ 4.37
June 2013 - Affin Research ~ target price 4.95

BIMB Holdings (5258) ~ current price @ 4.00
June 2013 - Maybank KE Research ~ target price of 4.60

Bonia Corporation (9288) ~ current price @ 2.42
May 2013 - Affin Investment Research ~ target price 2.36

June 2013 - Affin Research ~ fair value 2.42

CIMB Group Holdings Bhd (1023) ~ current price @ 8.29
May 2013 - HLIB Research ~ target price 8.42
May 2013 - RHB Research ~ fair value 9.90
May 2013 - Alliance Research ~ target price 9.64

June 2013 - Affin Investment Research ~ target price 9.40

DIGI (6947) ~ current price @ 4.71
June 2013 - Affin Research ~ target price 5.39

DRB-Hicom Bhd (1619) ~ current price @ 2.71 
June 2013 - Public Invest Research ~ target price 3.53

Gamuda (5398) ~ current price @ 4.80
May 2013 - RHB Research ~ fair value 4.49
14 May 2013 - RHB Research ~ fair value 5.45
May 2013 - Maybank KE Research ~ target price 5.30

June 2013 - Affin Research ~ target price 5.29

Genting Malaysia (4715) ~ current price @ 4.00
June 2013 - Affin Research ~ target price 4.25

Glomac Bhd (5020) ~ current price @ 1.17
June 2013 - Midf Equities Research ~ target price 1.46

Guan Chong (5102) ~ current price @ 1.70
June 2013 - Hwang DBS Vickers Research ~ target price 1.35

Hai-O Enterprice Bhd (7668) ~ current price @ 2.72
June 2013 - Affin Research ~ target price 3.20

Hartalega Holdings Bhd (5168) ~ current price @ 6.47
May 2013 - CIMB Equities Research ~ target price 6.11
May 2013 - MIDF Research ~ target price 5.19

June 2013 - Affin Research ~ target price 6.69

Hock Seng Lee (6238) ~ current price @ 1.99
June 2013 - AmResearch ~ fair value 2.48

IHH Healthcare Bhd (5225) ~ current price @ 3.93
June 2013 - RHB Research ~ fair value 3.87
June 2013 - Affin Research ~ target price 3.85

IJM Land Bhd (5215) ~ current price @ 2.85
June 2013 - Affin Research ~ target price 3.77

IOI Corporation (1961) ~ current price @ 5.43
May 2013 - CIMB Equities Research ~ target price 5.53
May 2013 - Affin Investment Bank ~ target price 5.62
May 2013 - Alliance Research ~ target price 5.41
May 2013 - Kenanga Research ~ target price 5.40

June 2013 - Affin Research ~ targed price 5.62

Jaya Tiasa (4383) ~ current price @ 2.00
June 2013 - CIMB Equities Research ~ target price 2.36

JT International Bhd (2615) ~ current price @ 6.75
June 2013 - AmResearch ~ fair value 7.20

NM Group (7164) ~ current price @ 0.455
May 2013 - AmResearch ~ fair value 0.49

June 2013 - RHB Research ~ fair value 0.42

MAS (3786) ~ current price @ 0.31
(After announced of Rights Issue)
May 2013 - Maybank Investment Bank ~ target price 0.46
May 2013 - Bloomberg data  ~ 6 sell calls, 4 buy calls and 2 neutral ~ range 0.29 to 0.48
May 2013 - Affin Research ~ fair value 0.29
31 May 2013 - Maybank Investment Bank ~ target price 0.35 

June 2013 - MIDF Research ~ target price 0.27
June 2013 - RHB Research ~ fair value 0.43

Malayan Banking Bhd (Maybank)  (1155) ~ current price @ 10.36 
June 2013 - CIMB Research ~ target price 12.10

Malaysia Airports Holdings Bhd (5014) ~ current price @ 6.24
May 2013 - RHB Research ~ fair value 7.23

June 2013 - Kenanga Research ~ target price 6.60

Malaysian Resources Corp Bhd (1651) ~ current price @ 1.52
June 2013 - Affin Research ~ target price 2.37

Maxis Bhd (6012) ~ current price @ 6.85
May 2013 - Public Invest Research ~ target price 6.85
May 2013 - CIMB Equities Research ~ fair value 7.20
May 2013 - RHB Research ~ fair value 6.90

June 2013 - RHB Research ~ fair value 7.15

My E.G. Services (0138) ~ current price @ 1.52
May 2013 - CIMB Equities Research ~ target price 1.57

June 2013 - CIMB Equities Research ~ target price 1.74

Perisai Petroleum Teknologi (0047) ~ current price @ 1.55
May 2013 - Maybank Investment Bank Research ~ target price 1.40
May 2013 - CIMB Equities Research ~ target price 1.90

June 2013 - CIMB Equities Research ~ target price 2.00

Petra Energy Bhd (5133) ~ current price @ 2.08

May 2013 - Affin Research ~ target price 1.83
May 2013 - RHB Research ~ target price 1.95

June 2013 - Public Invest Research ~ target price 2.51

Petronas Gas (6033) ~ current price @ 20.90
May 2013 - CIMB Equities Research ~ target price 22.18
May 2013 - MIDF Research ~ target price 18.12
May 2013 - Hwang DBS Vickers Research ~ target price 22.20

June 2013 - HwangDBS Vickers Research ~ target price 23.50

Public Bank (1295) ~ current price @ 16.94
June 2013 - CIMB Equities Research ~ target price 18.70

SapuraKencana Petroleum Bhd (5218) ~ current price @ 4.00
May 2013 - Affin ~ target price 4.13

June 2013 - CIMB Equities Research ~ target price 4.80

Sarawak Cable Bhd (5170) ~ current price @ 1.66
June 2013 - AmResearch is maintaining ~ fair value 2.50

Scomi Group  (7158) ~ current price @ 0.38
June 2013 - M&A Securities Research ~ fair value 0.42

Sime Darby Bhd (4197) ~ current price @ 9.58
May 2013 - RHB Research ~ target price 10.60

June 2013 - AmResearch ~ fair value 11.20

SP Setia (8664) ~ current price @ 3.24
June 2013 - CIMB Equities Research ~ target price of 4.14
June 2013 - Affin Investment Bank ~ target price 4.14

Tan Chong Motors Bhd (4405) ~ current price @ 6.57
June 2013 - Hong Leong Investment Bank ~ target price 7.30

Tenaga Nasional Bhd (5347) ~ current price @ 8.28
May 2013 - CIMB Equities Research ~ target price 10.20

June 2013 - BIMB Securities Research ~ target price 8.96
June 2013 - AmResearch ~ fair value 9.15
June 2013 - Alliance Research ~ target price 9.52

Time dotCom Bhd (5031) ~ current price @ 3.62
June 2013 - Affin Research ~ fair value 4.05

Top Glove Corporation Bhd (7113) ~ current price @ 6.38
June 2013 - HwangDBS Vickers Research ~ target price 7.20
June 2013 - CIMB Equities Research ~ target price 6.55
June 2013 - MIDF Research  ~ target price 6.05

Tropicana Corporation Bhd (5401) ~ current price @ 1.87
June 2013 - Affin Research ~ target price 2.50

TSH Resources (9059) ~ current price @ 2.43
June 2013 - Public Invest Research ~ target price 2.34

UOA Development Bhd (5200) ~ current price @ 2.38
June 2013 - Affin Research ~ target price 3.00 

YNH Property Bhd (3158) ~ current price @ 1.98
June 2013 - Hong Leong Investment Bank Research ~ target price 2.21

*Please note that above just some quick information. You still need to find out more info about how they calculated their target price.*

FD Promotion from Public Bank ^_*

Promotion Period: 3 June 2013 to 30 Sept 2013

Interest rates from 3.18% up to 6.88% as follows: 

Minimum deposit of RM10,000

Maximum deposit of RM3,000,000

 

[Click here for more info]

*Please note that above just some quick information. You still need to find out more info about the interest rates via their website.*

MAS-OR ~ Up 233% in less than a week ^_*

I have posted this share, MAS-OR (rights) on 8 May 2013 [Previous Post]

At that time, the share price was at 0.03

~ in less than 1 week it reached 0.10 ~ up 233%

Hope you guys made profits too!!

FYI, all rights have been fully subscribed now and started trading on 5 June 2013.

MAS (3786) price is currently @ 0.30




Some updated info:

• April 2013 - MAS will start Airbus A380 services between KL and Hong Kong from 1 May 2013.
• MAS entry into the oneworld alliance has lifted passenger loads
• MASkargo Sdn Bhd spent approx. RM77million to upgrade the warehouse and KLIA to increase tonnage capacity from 700k tonnes to 2million tonnes capacity by 2015
• May 2013 - MAS rights issue received an over-subscription of approx. 41%
• June 2013 - Petronas reported that they anticipating oil prices to hover between US$95 and US$100 per barrel by year end

Latest Financial news:

• MAS latest 1Q2013 net LOSS approx. RM279million
• Operation loss for 1Q2013 reduced to RM165million (previous 1Q2012 loss was RM307million ~ reduced approx. 46%)
• Revenue for 1Q2013 increased to RM3,546million (previous 1Q2012 revenue was RM3,115million ~ increased approx. 14%)

Research company view (After announced of Rights Issue):

April 2013 - RHB Research Institute ~ ex-rights fair value 0.50
April 2013 - Kenanga ~ target price 1.01 and 0.39 on it ex-rights shares
April 2013 - Alliance Research ~ target price 0.68 and 0.32 on an ex-all basis.

May 2013 - Maybank Investment Bank ~ target price 0.46
May 2013 - Bloomberg data  ~ 6 sell calls, 4 buy calls and 2 neutral ~ range 0.29 to 0.48
May 2013 - Affin Research ~ fair value 0.29
31 May 2013 - Maybank Investment Bank ~ target price 0.35

To me ~ MAS is at discounted price now.

Lowest price ppl get for MAS-OR is 0.03+0.23 = 0.26 (current price 0.30 still up approx. 15%), that's why MAS drop recently ~ profit taking at the moment. Don't forget these just minority as approx. 80% of the shares are holding by Khazanah and EPF.

Operating loss reduced ~ restructuring seems working
Revenue increased ~ change of management strategy seems working
Rights over subscribed approx. 41% ~ shareholder willing to put in more money....reduce their cost per share? or believe MAS price is reasonable at the moment?
Rights get approx. RM3.1billion cash ~ free interest cash from shareholders to pay off debt
More new aircraft ~ reduce petrol and maintenance expenses

Keep an eye on this share.

Good luck with your investment!!! ^_*

Again as mentioned in my previous post, One main point is MAS have stop paying out dividends since 2008. If you are not risk taker, you should consider put it in the bank for FD and get around 3% interest per annum.

 

___________________________________________________________________________________

 

Below is my 2nd Edition issued on 22 Jan 2013 [Previous Post]

Here is my 2nd edition ^_*

Price @ RM20 per copy.

Interested please do email me:

awonginvestment@yahoo.com

and I will email you the details for payment. Once received payment, a softcopy (in pdf) will be sent to your email.

Please note that no further information will be release for shares that I'm looking at in my blog except for those which I have posted previously.