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Equities
mqs2000 7/2/2008 | 0 (0) | 30 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Wednesday, April 16, 2008
TALKING POINT Dayang Enterprise Holdings (DEHB MK)
A proxy to East Malaysia’s oil & gas plays
Dayang Enterprise Holdings Berhad (DEHB) is to be listed on the main board of Bursa Malaysia by end-Apr 08. DEHB is 34% owned by Naim Cendera Holdings Berhad and offers direct exposure to the bro ... more>>
mqs2000 7/2/2008 | 0 (0) | 25 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Tuesday, April 15, 2008
TALKING POINT China Yurun (1068 HK)
Page 2 Target price
Stellar FY07 results.
China Yurun’s (Yurun) net profit soared 79% yoy on the back of an 87% yoy turnover growth in FY07. We attributed the better-thanexpected results to: a) market-oriented strategy for products of the upstream segment ... more>>
mqs2000 7/2/2008 | 0 (0) | 15 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Monday, April 14, 2008
TALKING POINT EMS industry not slowing down
According to Electronic Trend Publications, the electronic manufacturing services (EMS) market will continue to grow briskly in the next few years. The industry’s revenue will nearly double in the next five years to US$442b in 2011. Revenue for the ... more>>
mqs2000 7/2/2008 | 0 (0) | 15 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Friday, April 11, 2008
TALKING POINT Ping An (2318.HK)
(HK$ )
KEY STORY Thailand Strategy GDP growth will benefit more from fiscal stimulus than through an increase in rice price.
Page 15
CHINA
Sector Commodities Copper price is on the verge of a breakout. Copper will be major beneficiaries. Page 2 Zijin Mining ... more>>
mqs2000 7/2/2008 | 0 (0) | 26 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Thursday, April 10, 2008
TALKING POINT
Performance Of TELECOM vs SET
(Index) 1 60 1 50 1 40 1 30 1 20 10 1 1 00 90 80 A pr-07 Jun-07 A ug-07 Oct-07 Dec-07 Feb-08 A pr-08 ICT SET
KEY STORY Singapore S-chips Page 19 On 28 Mar 08, a Corporate Day Q&A session was held in Shanghai.
Some of the key questions raised at ... more>>
mqs2000 7/2/2008 | 0 (0) | 25 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Wednesday, April 09, 2008
TALKING POINT Tanjong Plc (TJN MK)
(RM) 21.00 20.00 19.00 18.00
KEY STORIES Indonesia Page 16 Ciputra Surya (BUY/Rp490/Target: Rp1,100) Upward revision of RNAV and recent share price decline make this one of the cheapest property stocks. Singapore Frasers Centrepoint Trust (HOLD/S$1.22/F ... more>>
mqs2000 7/2/2008 | 0 (0) | 20 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Tuesday, April 08, 2008
TALKING POINT China Coal Sector
Stablisation of coal prices as short-term catalyst
Thermal coal prices at Australia's Newcastle port, a benchmark for Asia, and QHD port appear to stabilise following six consecutive weeks of decline as supply disruptions in Queensland and China eased amid we ... more>>
mqs2000 7/2/2008 | 0 (0) | 20 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Wednesday, April 02, 2008
TALKING POINT Alliance Financial Group (AFG MK)
(RM) 3.7 3.5 3.3 3.1 2.9 2.7 2.5
Apr 07 Jul 07 Oct 07 Jan 08 Apr 08
KEY STORIES Indonesia Mar 08 Consumer Price Index Page 14 Inflation rate rises to a 17-month high of 8.17% yoy in Mar 08 due to higher food prices. Timah (HOLD/Rp29,200/Fai ... more>>
mqs2000 7/2/2008 | 0 (0) | 27 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Friday, March 28, 2008
TALKING POINT Hidili (1393.HK)
Page 23
(HK$ ) 1 8.00 1 6.00 1 4.00 1 2.00 1 0.00 8.00 6.00 4.00 2.00 0.00 Sep 07 No v 07 Jan 08 M ar 08
KEY STORIES Singapore S-chips Upgrade to OVERWEIGHT on attractive valuations.
Property - Commercial Page 25 CapitaCommercial Trust obtained call option to ... more>>
mqs2000 7/2/2008 | 0 (0) | 20 | 1 | 0 | English
Regional Morning Notes
UOBKayHian
Wednesday, March 26, 2008
TALKING POINT
Property Sector
Hit by rising uncertainties As indicated in our Malaysia Strategy report dated 11 Mar 08, we have downgraded our call on Malaysia’s property sector from OVERWEIGHT to UNDERWEIGHT to factor in the impact of the recent general election results. Rising political ... more>>
mqs2000 7/2/2008 | 0 (0) | 21 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Monday, March 24, 2008
TALKING POINT High level of speculation despite low sales volumes
Grand Region New Sale Resale Sub Sale Total CCR 28.2% 49.2% 22.6% 376 RCR 11.0% 77.0% 12.0% 491 OCR 12.5% 81.4% 6.1% 888 Overall 15.4% 73.3% 11.3% 1,755 Project Name CITYLIGHTS ICON THE SAIL @ MARINA BAY Sub Sale 15 14 12
KEY ... more>>
mqs2000 7/2/2008 | 0 (0) | 24 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Wednesday, March 19, 2008
TALKING POINT
CPO 3-month Future Price
(RM/tonne) 4400 4000 3600 3200 2800 Jan-08
KEY STORIES Malaysia Politics Page 26 New cabinet formed; 50% are new faces. Market expected to trade within a band while awaiting a clearer direction after the UMNO Election. Singapore Page 32 Singapore Pr ... more>>
mqs2000 7/2/2008 | 0 (0) | 20 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Friday, March 14, 2008
TALKING POINT NWS Holdings (659.HK)
(HK$ ) 35.00 30.00 25.00 20.00 1 5.00 1 0.00 5.00 0.00 M ar 07 M ay 07 Jul 07 Sep 07 No v 07 Jan 08 M ar 08
CHINA
Sector Forestry Page 2 Positive industry outlook. Initiate coverage on China Grand Forestry with BUY rating. Maintain positive on Lee & Man P ... more>>
mqs2000 7/2/2008 | 0 (0) | 21 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Thursday, March 13, 2008
TALKING POINT Thai stock earnings upgrade for the first time in three years
After three years of earnings downgrade, we start 2008 with upgrades in the earnings and target prices of property stocks in response to the recent deductions in property-related taxes. Our four favourite property ... more>>
mqs2000 7/2/2008 | 0 (0) | 22 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Wednesday, March 12, 2008
TALKING POINT Malayan Banking (MAY MK)
(RM) 10.6 10.2 9.8 9.4 9.0 8.6 8.2
Mar 07 Jun 07 Sep 07 Dec 07 Mar 08
KEY STORY Thailand Bumrungrad Hospital (BUY/Bt35.00/Target: Bt45.36) Page 12 Revaluation using DCF raises our target price to Bt45.36. Upgrade to BUY as share price offers nearly ... more>>
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