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Nestle will continue to impress



Impressive car market rally

VEHICLE sales in May rose by an impressive 27% year-on-year and 22% month-on-month to 58,299 units, the highest since August last year’s festive-driven sales of 58,382 units. The industry has not witnessed such a strong year-on-year monthly sales growth since January 2010.


Construction jobs flow to continue

THE second quarter of 2012 (Q2’12) saw domestic contracts totalling RM5.1bil from jobs from the Klang Valley Mass Rapid Transit Sungai Buloh-Kajang (MRT SBK) line rolling out progressively.


Perdana divestment positive

THE sale of Perdana’s 26.9% stake in Petra Energy to Wah Seong is long overdue as it lost control of the latter in financial year ended Dec 31, 2009 (FY09). The block is valued at RM97mil, which is set to help Perdana trim its debt and return to profitability.


Gaming players still attractive bet for investors

GAMING sector has conventionally offered attractive investment propositions to investors in view of its defensiveness, earnings resiliency and bright growth prospects. We believe that these appealing attributes remain largely intact for the gaming players in the Asian region.


Stable ratings for SP Setia, Sime

FOLLOWING last month’s joint bid by SP Setia Bhd and Sime Darby Property Bhd to acquire the Battersea Power Station for £400mil (RM1.97bil), the two companies have now formed a 40:40:20 joint venture (JV) with the Employees Provident Fund to develop the London-based site.


El Nino to hit plantation sector

WE are upgrading the plantation sector to overweight from neutral previously on expectations that palm oil price is on the cusp of a three-year upcycle.


Better market position for AMMB

AMMB announced the proposed acquisition of MBf Cards yesterday. This acquisition would also give AMMB 33.33% in Bonuskad Loyalty Sdn Bhd, the operator of Bonuslink loyalty program.


MBF offering upside

IN our scenario analysis, MBF Holding Bhd is offering an upside in range of 20% and 74% depending on its future corporate developments. For the immediate term, the share price could have reflected the recent disposal. However, in our view, the stock could be rerated, should there is any capital repayment exercises going forward.