股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.百盛（PARKSON） 5657 6.20 4.96 5.35 6.20 5.68 5.68 5.78
經濟轉型計劃（ETP），批發和零售的投資額是2550億令吉，百盛及永旺集團被分析員點名。
2.肯油企業（KENCANA） 5122 2.51 1.26 1.56 2.51 1.63 1.63 1.60
經濟轉型計劃，石油、天然氣和能源的投資額佔2180億令吉，被點名的公司除了肯油企業之外，還包括華商機構、國油氣體、科恩馬及戴樂集團。
3.誠信太平洋（RPB） 8885 0.48 0.375 0.375 0.48 0.41 0.41 0.425
經濟轉型計劃，旅游的投資額佔2040億令吉，榜上有名會受惠的公司除了RPB之外，還包括雲頂、雙威及雲頂大馬。此股屬冷門股。
4.大馬交易所（BURSA） 1818 8.59 6.75 7.66 8.59 8.09 8.15 7.63
經濟轉型計劃，金融服務的投資額佔2110億令吉，榜上有名會受惠的股項除了BURSA之外，還有聯昌集團、馬銀行及大眾銀行。
5.金務大（GAMUDA） 5398 3.98 2.58 3.53 3.98 3.82 3.84 3.70
經濟轉型計劃大吉隆坡的投資額佔1720億令吉，榜上有名會受惠的公司除了金務大之外，還有馬資源、MMC、楊忠禮機構及實達集團。
Monday, September 27, 2010
Friday, September 24, 2010
雅京推出一站式服務‧38天辦妥投資准證
雅京推出一站式服務‧38天辦妥投資准證
* 國內
2010-09-24 11:19
（印尼‧雅加達24日訊）雅京投資統籌與促銷機構推出一站式服務，讓投資者申辦各種准證所需時間，從原先需時60天縮短為38天。
雅京省長法烏齊．勃沃在南區主持一站式綜合服務所啟用儀式時說一站式綜合服務能在雅京創出更佳的投資氛圍，此前，許多准投資者均抱怨申辦證件中經費不透明及需時太長問題。
他說：“在雅京申辦投資准證，此前需時60天，而經費高達印尼人均收入的26%，在泰國僅需時32天和經費占人均收入的6.3%。”
雅京專區地方議會第C委員會成員阿赫瑪德．胡辛．阿來德魯斯認為必須消除國內投資者與外資間的歧視，因所有投資者將對雅京提供經濟利益，尤其是國內投資者將帶來較多的資金。
印尼星洲日報‧2010.09.24
* 國內
2010-09-24 11:19
（印尼‧雅加達24日訊）雅京投資統籌與促銷機構推出一站式服務，讓投資者申辦各種准證所需時間，從原先需時60天縮短為38天。
雅京省長法烏齊．勃沃在南區主持一站式綜合服務所啟用儀式時說一站式綜合服務能在雅京創出更佳的投資氛圍，此前，許多准投資者均抱怨申辦證件中經費不透明及需時太長問題。
他說：“在雅京申辦投資准證，此前需時60天，而經費高達印尼人均收入的26%，在泰國僅需時32天和經費占人均收入的6.3%。”
雅京專區地方議會第C委員會成員阿赫瑪德．胡辛．阿來德魯斯認為必須消除國內投資者與外資間的歧視，因所有投資者將對雅京提供經濟利益，尤其是國內投資者將帶來較多的資金。
印尼星洲日報‧2010.09.24
Wednesday, September 22, 2010
本週龍5榜stock to watch from Sep 20 to Sep 24, 2010
本週龍5榜
股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.泰達（DATAPRP） 8338 0.485 0.275 0.275 0.35 0.31 0.315 0.297
該公司說，將與大股東拿督林致華旗下VXL集團緊密合作，找尋海外投資機會，加上持有9000萬令吉累積訂單，相信今年可取得35%至45%營業額成長。
2.高產尼品（KOSSAN） 7153 8.55 3.06 3.06 3.58 3.29 3.20 3.34
僑豐預測此股2010財政年凈利可達1億1910萬令吉及2011財政年則為1億2900萬令吉，將在目標價降至5令吉25仙（之前為5令吉65仙)。
3.納因控股（NAIM） 5073 3.70 2.40 3.24 3.70 3.53 3.54 3.45
僑豐看好該公司在砂拉越基健發展的地位，迄今，砂拉越頒發予上市建築業者的合約量達12億6000萬令吉，按年成長了33.2%。
4.福勝利（HSL） 6238 1.71 0.945 1.55 1.71 1.67 1.68 1.59
市場消息說，福勝利將在一至兩週內獲頒總值1億令吉的砂拉越基建工程合約。
5.寶利機構（BONIA） 9288 1.79 0.97 1.26 1.79 1.56 1.77 1.38
該公司收購新加坡競爭對手JECO私人有限公司（JECO）的70%股權，受市場看好，認為彼此競爭將轉為互惠互利地位。使該公司在擴大亞太區域市場額更有利地位。
股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.泰達（DATAPRP） 8338 0.485 0.275 0.275 0.35 0.31 0.315 0.297
該公司說，將與大股東拿督林致華旗下VXL集團緊密合作，找尋海外投資機會，加上持有9000萬令吉累積訂單，相信今年可取得35%至45%營業額成長。
2.高產尼品（KOSSAN） 7153 8.55 3.06 3.06 3.58 3.29 3.20 3.34
僑豐預測此股2010財政年凈利可達1億1910萬令吉及2011財政年則為1億2900萬令吉，將在目標價降至5令吉25仙（之前為5令吉65仙)。
3.納因控股（NAIM） 5073 3.70 2.40 3.24 3.70 3.53 3.54 3.45
僑豐看好該公司在砂拉越基健發展的地位，迄今，砂拉越頒發予上市建築業者的合約量達12億6000萬令吉，按年成長了33.2%。
4.福勝利（HSL） 6238 1.71 0.945 1.55 1.71 1.67 1.68 1.59
市場消息說，福勝利將在一至兩週內獲頒總值1億令吉的砂拉越基建工程合約。
5.寶利機構（BONIA） 9288 1.79 0.97 1.26 1.79 1.56 1.77 1.38
該公司收購新加坡競爭對手JECO私人有限公司（JECO）的70%股權，受市場看好，認為彼此競爭將轉為互惠互利地位。使該公司在擴大亞太區域市場額更有利地位。
Friday, September 17, 2010
到期票據知多少
買進日期 主要板 創業板 總數 到期日 逼倉日（1） 逼倉日（2）
（百萬股）（百萬股）（百萬股）（百萬股）（T+3）（T+4）（T+7）
1-9-10 831.393 53.011 884.405 6-9-10 7-9-10 13-9-10
2-9-10 931.991 54.841 986.832 7-9-10 8-9-10 14-9-10
3-9-10 780.990 48.623 829.613 8-9-10 9-9-10 15-9-10
6-9-10 621.682 58.135 679.818 9-9-10 13-9-10 17-9-10
7-9-10 553.915 49.421 603.336 13-9-10 14-9-10 20-9-10
8-9-10 479.229 93.026 572.256 14-9-10 15-9-10 21-9-10
9-9-10 367.444 48.435 415.879 15-9-10 17-9-10 22-9-10
（百萬股）（百萬股）（百萬股）（百萬股）（T+3）（T+4）（T+7）
1-9-10 831.393 53.011 884.405 6-9-10 7-9-10 13-9-10
2-9-10 931.991 54.841 986.832 7-9-10 8-9-10 14-9-10
3-9-10 780.990 48.623 829.613 8-9-10 9-9-10 15-9-10
6-9-10 621.682 58.135 679.818 9-9-10 13-9-10 17-9-10
7-9-10 553.915 49.421 603.336 13-9-10 14-9-10 20-9-10
8-9-10 479.229 93.026 572.256 14-9-10 15-9-10 21-9-10
9-9-10 367.444 48.435 415.879 15-9-10 17-9-10 22-9-10
Tuesday, September 14, 2010
Can M'sian equity market sustain interest of foreign investors?
Wednesday September 15, 2010
Can M'sian equity market sustain interest of foreign investors?
By FINTAN NG
fintan@thestar.com.my
US$307.7mil flowed into the local equity market in July alone
PETALING JAYA: There is a big question over how the local equity market can sustain the interest of foreign fund managers as the benchmark FBM KLCI has risen 18.06% since the May 26 low.
“That’s the million-dollar question,” CIMB Investment Bank Bhd research head Terence Wong told StarBiz over the phone yesterday.
Wong, citing Emerging Portfolio Fund Research data, said in a report dated Aug 26 that some US$307.7mil of foreign funds flowed into the local equity market in July alone, which helped to push year-to-date net flows into positive territory.
Terence Wong says US$307.7mil flowed into the local equity market in July alone
He said since these fund flows were erratic to begin with, “it is very hard to answer whether it will be sustainable since we don’t know what the fund managers are thinking as they won’t reveal their strategy.”
For the first five months of the year, the local equity market saw net outflows, which then turned positive in June when US$168.8mil flowed into the market.
Wong said foreign interest in Malaysian stocks was part of the “emerging-markets theme” which had been playing out over recent weeks.
“The region’s resilient economies are also seeing domestic demand growth as well as stronger currencies versus the US dollar,” he said, adding that economies in the region buttressed by strong growth in China and India were “better places for fund managers to place their money.”
Morgan Stanley Research analyst Jonathan Garner said in a Sept 2 report that focus in the MSCI Asia-Pacific ex-Japan regional benchmark was now shifting towards the lower-income/faster-growing countries in the region and away from the more advanced countries.
He said this was due to, among others, new and secondary listings, stock buybacks as well as mergers and acquisitions.
Garner said between the current situation and October 2007, the weightage (on the MSCI) of China, Malaysia, Indonesia and India had gained the most while Australia, South Korea and Hong Kong had fallen the most.
He added that the only exception to the trend was Singapore, which gained.
However, Fortress Capital Asset Management Sdn Bhd chief executive officer Thomas Yong was less sanguine, opting for fixed-income securities over equities.
He said the uncertain economic outlook could prompt investors into dumping stocks for safer bonds.
“In my opinion, growth will be fairly moderate for the rest of the year and next year, so investors may want to manage their risks,” Yong said, adding that yields in Malaysian fixed-income securities were higher than in the region and against US dollar instruments, making it a more attractive investment.
Can M'sian equity market sustain interest of foreign investors?
By FINTAN NG
fintan@thestar.com.my
US$307.7mil flowed into the local equity market in July alone
PETALING JAYA: There is a big question over how the local equity market can sustain the interest of foreign fund managers as the benchmark FBM KLCI has risen 18.06% since the May 26 low.
“That’s the million-dollar question,” CIMB Investment Bank Bhd research head Terence Wong told StarBiz over the phone yesterday.
Wong, citing Emerging Portfolio Fund Research data, said in a report dated Aug 26 that some US$307.7mil of foreign funds flowed into the local equity market in July alone, which helped to push year-to-date net flows into positive territory.
Terence Wong says US$307.7mil flowed into the local equity market in July alone
He said since these fund flows were erratic to begin with, “it is very hard to answer whether it will be sustainable since we don’t know what the fund managers are thinking as they won’t reveal their strategy.”
For the first five months of the year, the local equity market saw net outflows, which then turned positive in June when US$168.8mil flowed into the market.
Wong said foreign interest in Malaysian stocks was part of the “emerging-markets theme” which had been playing out over recent weeks.
“The region’s resilient economies are also seeing domestic demand growth as well as stronger currencies versus the US dollar,” he said, adding that economies in the region buttressed by strong growth in China and India were “better places for fund managers to place their money.”
Morgan Stanley Research analyst Jonathan Garner said in a Sept 2 report that focus in the MSCI Asia-Pacific ex-Japan regional benchmark was now shifting towards the lower-income/faster-growing countries in the region and away from the more advanced countries.
He said this was due to, among others, new and secondary listings, stock buybacks as well as mergers and acquisitions.
Garner said between the current situation and October 2007, the weightage (on the MSCI) of China, Malaysia, Indonesia and India had gained the most while Australia, South Korea and Hong Kong had fallen the most.
He added that the only exception to the trend was Singapore, which gained.
However, Fortress Capital Asset Management Sdn Bhd chief executive officer Thomas Yong was less sanguine, opting for fixed-income securities over equities.
He said the uncertain economic outlook could prompt investors into dumping stocks for safer bonds.
“In my opinion, growth will be fairly moderate for the rest of the year and next year, so investors may want to manage their risks,” Yong said, adding that yields in Malaysian fixed-income securities were higher than in the region and against US dollar instruments, making it a more attractive investment.
Monday, September 6, 2010
stocks to watch from Sep 6 to Sept 9, 2010
股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.雙威城（SUNCITY） 6289 4.28 2.88 3.56 4.28 3.94 3.99 3.81
此公司以2860萬令吉增持雙威水上樂園（Sunway Lagoon）的45%股權，此有助增強盈利水平，並調高2010財年財測達2%
2.雙威控股（SUNWAY） 4308 1.73 1.16 1.57 1.73 1.61 1.63 1.62
此公司轄下聯營公司以1億6500萬新元（3億8400萬令吉）標獲新加坡建築發展局位於義順美弄（Miltonia Close）的99年租借地段。
3.公共產業信托（ARREIT） 5127 0.925 0.765 0.765 0.925 0.885 0.885 --
此公司以2億7000萬令吉向雪蘭莪發展機構（PKNS）收購3項產業，而以1億6200萬現金及每股估價88仙，發行1億2272萬7273單位支付，此舉讓此公司長期受看好。
4.啟順之紙業（NTPM） 5066 0.625 0.50 0.575 0.625 0.595 0.59
紙業原料成本走高，此公司截至2010年7月31日止，首季凈利自前期1405萬5000令吉挫11.71%到1240萬9000令吉。
5.許甲明（KKB） 9466 7.22 1.43 1.76 2.06 1.83 1.83 1.80
大馬有9公司上榜《福布斯亞洲》200大10億美元以下最佳公司，許甲明榜上有名。
1.雙威城（SUNCITY） 6289 4.28 2.88 3.56 4.28 3.94 3.99 3.81
此公司以2860萬令吉增持雙威水上樂園（Sunway Lagoon）的45%股權，此有助增強盈利水平，並調高2010財年財測達2%
2.雙威控股（SUNWAY） 4308 1.73 1.16 1.57 1.73 1.61 1.63 1.62
此公司轄下聯營公司以1億6500萬新元（3億8400萬令吉）標獲新加坡建築發展局位於義順美弄（Miltonia Close）的99年租借地段。
3.公共產業信托（ARREIT） 5127 0.925 0.765 0.765 0.925 0.885 0.885 --
此公司以2億7000萬令吉向雪蘭莪發展機構（PKNS）收購3項產業，而以1億6200萬現金及每股估價88仙，發行1億2272萬7273單位支付，此舉讓此公司長期受看好。
4.啟順之紙業（NTPM） 5066 0.625 0.50 0.575 0.625 0.595 0.59
紙業原料成本走高，此公司截至2010年7月31日止，首季凈利自前期1405萬5000令吉挫11.71%到1240萬9000令吉。
5.許甲明（KKB） 9466 7.22 1.43 1.76 2.06 1.83 1.83 1.80
大馬有9公司上榜《福布斯亞洲》200大10億美元以下最佳公司，許甲明榜上有名。
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