Assalamualaikum w.b.t.,

Hidup di dunia yang sementara ini banyak mengabui mata kita tentang matlamat kehidupan yang sebenarnya. Kita semakin terdesak dengan himpitan kehidupan dan berlumba-lumba untuk mencari kehidupan yang lazimnya lebih menampakkan keduniaa semata-mata.
Apakah ada di antara pelaburan yang semakin hari semakin kurang diberikan tumpuan? Namun, apakah kita menidakkan keperluan yang perlu kita sediakan di dunia bagi persediaan akhirat? Bagaimanakah pula pelaburan di dunia yang wajar dilakukan untuk persediaan akhirat kita? Wajar rasanya kita sama-sama bincangkan dan jadikan maklumat bersama ini sebagai panduan kita merentasi dunia untuk menempah tempat yang selesa di akhirat kelak, insyaallah.

Pandangan serta komen rakan-taulan, pak-pak ustaz, profesionalis, akauntan, hartawan, dermawan, pak/mak wan dan sebagainya boleh dikongsi untuk dijadikan panduan disamping memperkuatkan ukhwah sesama kita. Sila diemailkan pandangan anda ke mryteratak@gmail.com.


Wassalam.
5/11/2009
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Pemberitahuan: Semua maklumat di blog ini adalah pandangan peribadi melainkan dinyatakan sebaliknya. Sila rujuk kepada institusi atau badan yang berkaitan untuk maklumat lebih lanjut. Sebarang rujukan dari blog ini adalah risiko sendiri.Pengarang tidak bertanggungjawab di atas sebarang masalah yang timbul disebabkan oleh bahan diblog ini.

Saturday, August 21, 2010

More Rumours.... Don't Believe Blindly... Do Your Homework...

Most valueable investment gems in ramaddan is lailatul qadart nigh, prepare ourself in this month to find lailatul qadar and to make more ibadah investment for our next life as well!! Don't forget time running out now...!!!

a. Speculative Play (Rumors Based) as at Aug 2010;
b. List Of Sectoral Stocks;
c. Stocks To Watch For 13th General Election;
d. Target Price(s) Set By Research Houses After Greece 's Debt Crisis Erupted (May 2010);
e. List Of Top 30 Equity Investments Listed on Bursa Malaysia as at March 2010;
f. FBM KLCI Members Effective June 21, 2010


Speculative Play (Based On Rumours) as at Aug 2010 ...

Stemlife//TMC Life, ECM, Kurnia Asia, YNHP, Baneng (PN 17), Delloyd, TimeDotCom/Time Eng, BRDB/Mieco, EPIC/AZRB, Xingquan, Sinotop, POS/Ekuinas, PLUS/Axiata/CIMB/Tenaga, P&O, Ranhill, Scomi Eng, KYM, KBB (PN17), Carotech, E&O, Sarawak Plantations, Genting Mal, Bina Puri, CIMB, BHIC, Ireka, Sime Darby, Mudajaya/Mulpha, DRB-Hicom, Cocoaland, Sapura Res, Fitters, Jetson, UEM Land, MAHB, Zelan, KEuro, Kencana, Faber, Konsort/POS, Kencana/Dialog, TGOFFs, Petra Perdana/Petra Energy, Dayang, Integrax, Proton, Gamuda, Affin, BJCorp, EForce, Malton, POS/Transmile (PN 17), GKent/Johan, LBS, MBSB, MyEG, Ramunia (PN 17), Perisai, Hiap Teck/Peruden, Vastalux, MRCB, Ingress, JAKS, Jerneh/Paramount, Fitters, Mudajaya, Bina Puri, EON Capital/HL Bank, Cocoaland, GKent, MBSB, SSteel, SapCrest/Kencana, Transmile, Gamuda/MMC Corp JV, BJCorp, Zeland, RHB Capital, POS, POS/Konsort, Kencana/Dialog, Integrax, KNM, MPHB, IJM Corp/UEM Group/MRCB, KPS/KHSB/Puncak Niaga/JAKS, Dayang/Petra Energy, Kenmark (PN17), Malton, IOI Corp, SILK


b. List Of Sectoral Stocks …

Construction: HSL, IJM, KKB, Gamuda, Alam Maritim, WCT, Sunway Holdings
Gaming: Genting Bhd, Genting Mal, BJtoto, Genting Singapore
Industrial: Supermax, Daibochi, Kossan, Top Glove, Hiap Teck, Evergreen, Salcon, Kinsteel, Lion Ind , WellCal, JAKS, APM, Ann Joo, Perwaja, Sino Huaan, Latexx
Plantation : TH Plantations, Sime Darby, PPB, Kulim, Genting Plantations, IOICorp
Services: Maybulk, Century Logistics, POS, JobSreet, Tenaga, MYEG, MAS, Parkson
Oil & Gas: Kencana, Dialog, Wah Seong, Sap Crest, Perisai, Dayang, Coastal
Technology: Eng, Notion Vtec, JCY, Unisem
F&B: KFC, F&N, CI Holdings, Guiness, Mamee, AJI, Nestle, Carlsberg, QL, Cocoaland
Banking/Finance: Maybank, AFG, HL Bank, Bursa
Healthcare: Faber, KPJ
Telcos: Axiata, MAXIS, TM
Property Developer: Glomac Bhd, SP Setia, IJM Land , Mah Sing, Gamuda Land, KLCCP
Autos: Tan Chong, APM
Conglomerate: Sime Darby, BStead


c. Stocks To Watch For 13th General Election …

CIMB, MRCB, IJM, UEM Land, Hong Leong, Scomi, Proton, Sapura Crest, Wah Seong, MMC Corp, DRB-Hicom, Zeland, Hiap Teck, George kent, Hong Leong Ind, Johan, Mamee, Nylex, Paramount Corp, Delloyd Ventures, Daiman, Symphony, Malaysia Smelting, Tradewinds Corp, Tower REIT, Trdaewinds Plantations, Dijaya, HLG Capital, Bolton, VS Industry, Ancom, PadiBeras, YHS, Winsun Tech, TH Group


d. Target Price(s) Set By Research Houses After Greece 's Debt Crisis Erupted ... May 2010

1. Tan Chong: 3.95 (MIDF), 7.05 (CIMB), 6.40 (OSK)
2. Proton: 4.67 (MBB), 5.60 (CIMB), 5.80 (MIDF), 4.85 (HDBS)
3. APM: 4.20 (Inter-Pacific), 5.40 (AMResearch), 4.90 (HLG)
4. Kulim: 7.32 (Inter Pacific), 7.92 (MIDF)
5. Axiata: 3.77 (ECM), 4.80 (OSK), 4.52 (Inter Pacific), 4.95 (CIMB), 4.50 (HDBS), 6.00 (AMResearch)
6. Sime Darby: 6.74 (OSK), 8.15 (CIMB)
7. Maxis: 5.86 (OSK)
8. BStead: 4.48 (ECM), 4.40 (AMResearch), 4.40 (TA)
9. RHB Capital: 5.77 (MBB)
10. Airasia: 2.20 (OSK), 1.90 (CIMB), 2.20 (AMREsearch), 1.20 (Nomura), 2.08 (RHB)
11. Evergreen: 1.43 (RHB), 3.41 (Nomura)
12. SapCrest: 1.95 (RHB), 3.02 (CIMB), 3.12 (AMResearch), 2.90 (InterPac)
13. BJtoto: 4.37 (OSK), 4.80 (UOB Kay Hian), 4.75 (MIMB)
14. MAsteel: 0.92 (OSK)
15. Kossan: 10.43 (CIMB), 4.95 (Citigroup), 5.10 (MBB), 3.20 (HDBS), 3.82 (AMResearch)
16. JCY: 2.28 (CIMB)
17. Alam M: 2.58 (AMResarch), 1.99 (OSK)
18. Wah Seong: 2.90 (ECM)
19. TDM: 2.26 (Jupiter)
20. BHIC: 4.40 (AMResearch), 4.40 (HDBS)
21. Muhibbah: 1.35 (Kenanga)
22. CI Holdings:3.66 (OSK)
23. Unisem: 2.77 (Inter Pacific), 3.80 (AMResearch), 2.32 (OSK),
24. Wellcall: 1.30 (Inter Pacific)
25. KPJ: 4.62 (OSK), 4.25 (RHB)
26. POS: 3.17 (Inter Pacific), 3.80 (AMResearch), 3.66 (CIMB)
27. Gamuda: 2.74 (RHB), 3.80 (MBB), 4.35 (HDBS), 3.82 (AMResearch), 3.50 (ECM)
28. Selangor D: 1.07 (Kenanga)
29. HL Bank: 10.90 (AMResearch)
30. EPIC: 1.95 (MBB), 2.19 (OSK), 2.40 (MBB)
31. Mah Sing: 2.20 (Inter Pacific), 2.20 (Maybank), 2.10 (HLG), 1.72 (CIMB)
32. Tasek Corp: 5.90 (CIMB)
33. Notion: 3.38 (OSK), 3.64 (Kenanga), 4.50 (HDBS), 4.20 (MBB), 3.63 (ECM), 4.05 (CIMB), 1.85 (ECM)
34. YNHP: 1.400 (ECM)
35. NCB: 4.30 (OSK)
36. QL Res: 5.10 (MBB), 4.90 (RHB), 4.16 (CIMB), 5.50 (Citigroup)
37. Dialog: 1.40 (AMResearch), 1.30 (RHB), 1.43 (OSK)
38. Kencana: 2.00 (AMResearch), 2.15 (CIMB), 2.06 (OSK), 1.52 (RHB)
39. MISC: 8.88 (S&P), 8.92 (ECM),
40. KNM: 0.68 (MBB), 0.42 (AMREsearch), 0.55 (HDBS)
41. JobStreet: 3.30 (HDBS)
42. Naim: 4.60 (AMResearch), 3.52 (OSK), 4.10 (Kenanga)
43. Latexx: 5.44 (CIMB)
44. Sunway Hl: 2.00 (ECM), 2.20 (MBB), 2.10 (HDBS), 2.0 (ECM), 2.22 (OSK)
45. IOI Corp: 5.20 (MBB)
46. Salcon: 0.81 (OSK)
47. Sino Hua An:0.35 (RHB), 0.47 (OSK)
48. MAS: 2.10 (MIDF), 3.50 (AMResearch), 2.54 (MBB), 3.00 (CIMB), 2.10 (OSK)
49. PPB: 17.50 (HDBS)
50. WCT: 3.03 (AMResearch), 3.60 (HDBS)
51. Coastal: 3.66 (Kenanga)
52. Perwaja: 1.06 (OSK)
53. TM: 3.27 (Inter Pacific), 3.28 (OSK), 3.90 (AMResearch)
54. YTL Corp: 8.00 (ECM)
55. Genting Mal: 2.40 (MBB), 3.40 (Kenanga), 2.78 (ECM), 3.05 (JP Morgan), 3.70 (Nomura)
56. Kawan Food: 1.60 (Kenanga)
57. Top glove: 15.15 (OSK), 14.20 (MIDF), 17.90 (CIMB), 7.25 (CITI), 5.40 (HDBS), 6.25 (AMResearch)
58. Adventa Bhd: 4.34 (RHB), 5.37 (OSK), 4.45 (CIMB)
59. MAHB: 6.15 (HDBS), 5.83 (Kenanga), 6.10 (CIMB), 6.12 (MBB)
60. SP Setia: 3.59 (OSK), 5.51 (CIMB)
61. Sime Darby: 6.74 (OSK), 8.95 (TA)
62. AOEN: 4.95 (OSK)
63. IJM Corp: 5.01 (RHB), 6.20 (HDBS)
64. GENP: 7.35 (AMResearch)
65. Mamee; 3.22 (MIMB), 3.76 (Inter Pacific), 4.00 (OSK)
66. Tanjung Offshore: 1.30 (MBB)
67. AFG: 3.30 (AMResearch)
68. HELP: 3.58 (OSK), 3.58 (OSK)
69. 3A: 2.21 (AMResearch)
70. Freight: 0.96 (HLG), 1.40 (OSK)
71. KFC: 10.68 (MIDF)
72. CSC Steel: 2.22 (OSK), 2.19 (AMResearch), 2.10 (RHB)
73. KL Kepong: 18.00 (MBB)
74. Mudajaya: 5.88 (CIMB), 7.33 (OSK)
75. YTL Power: 2.36 (ECM)
76. Pantech: 1.30 (TA)
77. Tenaga: 10.00 (AmResearch), 10.00 (HDBS), 10.50 (RHB), 9.90 (OSK)
78. Parkson: 6.75 (OSK), 6.50 (Inter Pacific), 6.60 (Citigroup)
80. Hai-O: 4.42 (OSK), 3.63 (RHB)
81. Perisai: 0.700 (HDBS)
82. Petra Perdana: 1.44 (OSK), 1.92 (CIMB), 1.98 (CIMB)
83. VI Industry: 1.52 (Kenanga)
84. Faber: 3.56 (OSK), 3.55 (HDBS), 3.54 (RHB), 3.52 (Inter Pacific), 3.50 (MIDF), 2.90 (S&P)
85. Glomac: 1.700 (Inter Pacific), 1.40 (AMResearch)
86. Cocoaland: 2.18 (CIMB), 3.00 (AMResearch), 3.11 (TA)
88. Subur: 2.60 (S&P)
89. Bursa: 6.90 (Kenanga), 6.20 (HDBS), 7.80 (CIMB), 6.50 (MBB)
90. UMW: 6.40 (Inter Pacific), 6.95 (ECM)
91. TGOFFs: 1.45 (HDBS)
92. SUNREIT: 0.97 (OSK)
93. CBIP: 3.70 (RHB), 3.31 (AMResearch)
94. Delloyd: 3.90 (OSK)
95. E&O: 1.40 (HDBS)
96. MRCB: 2.25 (HDBS), 1.96 (RHB)
97. Suria Capital: 1.65 (CIMB)
98. UEM Land: 2.00 (Credit Suisse)
99. LPI: 19.23 (RHB)
100. Scomi Group: 0.80 (AMResearch)
101. Fajar: 1.39 (RHB), 1.40 (RHB)
102. MPI: 8.90 (AMResearch)
102. F&N: 15.20 (AMResearch), 12.44 (MIDF)
103. BRDB; 1.83 (OSK)
104. Affin: 3.55 (RHB), 3.55 (RHB)
105. Zhuian: 3.45 (Inter Pacific)
106. AEON: 5.42 (OSK), 5.10 (MBB)
107. Bina Puri: 1.77 (Kenanga)
108. KLCC: 3.70 (HDBS)
109. Bursa: 6.90 (Kenanga)
110. Bolton: 1.50 (HDBS)
111. QSR: 5.47 (Nomura)
112. Dayang: 3.00 (HDBS)
113. Zhulian: 2.85 (HDBS)
114. HPI: 1.60 (Kenanga), 1.80 (S&P)
115. Genting SP: S$1.55 (JP Morgan), S$1.60 (Macquarie),
116. GAB: 8.70 (TA)
117. Supermax: 7.40 (Citigroup)
118. Daibochi: 4.60 (CIMB)
119. Genting Plantation: 6.50 (RHB)
120 New Hoong Fatt: 2.85 (OSK)
121. PLUS: 4.13 (ECM), 4.30 (OSK), 4.33 (RHB)
122. P&O: 1.65 (Kenanga)
123. AMMB: 5.60 (OSK),
124. Ann Joo: 2.75 (MIDF), 2.47 (OSK), 2.74 (RHB), 4.20 (AMResearch)
125. SILK: 0.46 (MIDF)
126. TH Plantation: 1.70 (MBB)
127. NHF: 2.80 (S&P)
128. KKB: 2.64 (OSK)
129. Kurnia Asia: 0.63 (RHB), 0.86 (OSK)
130. Seacera: 0.51 (S&P)
131. RHB Capital: 7.85 (OSK)
132. Uchi Tech: 1.56 (CIMB)
133. MBM Resources: 4.60 (HDBS)
134. Maybulk: 2.70 (CIMB)
135. Petra Energy: 1.44 (OSK)


e. List Of Top 30 Equity Investments Listed on Bursa Malaysia as at March 2010 ...

1. MBB : 67.33%
2. RHB Capital: 56.14
3. MRCB : 41.54
4. Media : 24.10
5. WCT : 22.89
6. IJM Corp : 19.85
7. C&C : 19.09
8. Star : 17.37
9. Tenaga : 16.83
10. Digi : 16.79
11. Axiata : 16.58
12: Shell : 16.31
13. UMW : 16.10
14. PBB : 16.00
15. Petro Gas : 15.65
16. Proton : 15.49
17. CIMB : 15.41
18. Dialog : 15.30
19. AFG : 15.27
20. Gent Pla : 15.14
21. KL Kepong : 14.86
22. SP Setia : 14.71
23. Sime Dar : 14.61
24. Unit Pla : 14.36
25. MAS : 13.66
26. Punk Nia : 13.53
27. AMMB : 13.33
28. Axis REIT : 13.23
29. Sunrise : 13.21
30. IOI Corp : 13.15


f. FBM KLCI Members Effective June 21, 2010

MBB, CIMB, Sime Darby, PBB, Maxis, MISC, Tenaga, IOI Corp, Axiata, Genting, Petronas Gas, PPB, Digi, KL Kepong, PLUS, Genting Mal, YTL Power, AMMB, YTL corp, Hong Leong Bank, RHB Capital, BAT, Telekom, Petronas Dagangan, Hong Leong Financial Group, MMC Corp, Tanjong Plc, MAS, UMW, BJtoto

Thursday, August 19, 2010

Check These Summay For Investment Planning

Someone email this, don't know how accurate this info was, check your self.

*** UNCERTAIN ***
1.      Eastern Corridor Development Programme (Petronas-Led)
2.      Sarawak Region Corridor
3.      The Sabah Development Corridor
4.      The Asia Petroleum Hub In Johor
5.      The Solid Waste Management Play
6.      Flow of OPEC Petrodollars
7.      The Trans-Peninsula Pipe Project
                                                   *** UNCERTAIN ***
                                                                    
8.      Implementation Of the Ninth Malaysia Plan
9.      A Stronger Ringgit Regime (Further Appreciating)
10.  Privatization And M&As Deals (The Banking Sector)
11.  Asset Reflation Theme (Strengthening Ringgit)
12.  Sarawak Corridor Of Renewable Energy (SCORE)
13.  Northern Corridor Economic Region
14.  Iskander Development Region (IDR) In South Johor
15.  RM9 Billion LRT Extension Project
16.  The Water Services Industry
17.  A U-, V-, W- Or L-Shaped Global Economic Recovery (Uncertain)
18.  Fiscal & Monetary Pump-Priming (Uncertain Due To Eurozone Debt Crisis)
19.  The Economic Stabilization Plan, Mini Budget & Budget 2010
20.  Interest Rate Cycle ( Uncertain Due To Eurozone Debt Crisis)
21.  Decoupling – Emerging Economies Is Disconnected From Developed Countries (Uncertain)
22.  Further Liberalization Of The Services/Financial Sector
23.  The Malaysian Government’s Reform “Train”
24.  GLCs Revamp
25.  The ‘Third’ Link Bridge (Eastern Johor) To Singapore (Uncertain)
26.  A ‘Third Stimulus’ Package (Uncertain)
27.  Second Wave Privatization
28.  Policy Announcements In March 2010 Annual Invest Malaysia Conference
29.  10th Malaysia Plan And Capital Master Plan -> New Economic Developments Model
30.  The 2011 Budget Speech
31.  Sarawak State Elections, Which Is Likely To Be Held In 2010
32.  13th General Election
33.  RM36 Billion MRT System
34.  The Malaysia Singapore JV Involved In KTMB Land In Singapore
35.  Malaysia Listed As China’s QDII Destination
36.  The Redevelopment Of Kampung Baru
37.  The Redevelopment of Sungai Besi RMAF
38.  The Redevelopment of Pudu Prison
39.  The Redevelopment of RRIM
40.  Government Backed Entities – 1MDB, Ekuiti Nasional Bhd
41.  The Bakun Dam

Watch List In 2010

1.      The proposed changes to takeover rules by the SC will be announced in “a few months” from July 2010 as they are being bundled together with other investor protection initiatives;
2.      The initial part of the Pahang-Selangor interstate water transfer project, which is the RM1.3bil tunnelling package, had been awarded in May 2009. The only portion of the project which had yet to be opened for tender was the RM4bil to RM5bil Langat 2 water treatment plant. The other portions – the Kelau dam and Semantan piping works – are opened for tender;
3.      Minister in the PM’s Dept Datuk Seri Idris is leading a group of comprising representatives from the private and public sectors to come out with a master plan to develop a cluster of large O&G players;
4.      The 10 MP is driven by the National Key Economic Areas of which details of implementation are expected to be unveiled only in Oct 2010. Part 2 of the NEM will be disclosed in 4Q2010;
5.      In East Malaysia, particularly Sarawak, opportunities are expected to come from infrastructure works related to the state’s renewable energy corridor initiative where it plans to build a series of hydroelectric dams to cater for energy-intensive industries;
6.      The 2011 Budget slated for October 15 2010;
7.      The 2010 Umno General Assembly will be held from Oct 28-30 2010. The branch meetings would be held from May 1 to June 15 2010 while the divisional delegates’ meetings and those of the three party wings -- Youth, Wanita and Puteri -- would be held from June 16 to July 16 2010.
8.      Malaysia and Singapore agreed to finalise the land swap decision within three months from June 2010;
9.      The Economic Transformation Plan which includes the 12 NKEAs slated for Oct 2010;
10.  Chief Minister Tan Sri Abdul Taib is gearing up for the state election, which must be held by July 2011, but sopped short of hinting how soon it will be held. He said all the leaders of the four Sarawak BN component parties were instructed to get ready for the Sarawak state election (due by May 2011);
11.  The Land Public Transport Commission (SPAD) will draw up a public transport masterplan in six to 12 months from September 2010 to ensure the holistic development of public transport in the country;
12.  PNB will conduct a study on the Government’s plan to redevelop Kampung Baru. The Kampung Baru Development Corporation, which serves as the planning and governing body for development actvities in Kampung Baru in Kuala Lumpur, is expected to be operational next year (2011);
13.  PAAB is hoping to complete its planned acquisition of water assets in Selangor by the end of the year (2010)
14.  The Kampung Baru Development Corporation, which serves as the planning and governing body for development actvities in Kampung Baru in Kuala Lumpur, is expected to be operational next year (2011).

Watch List In Coming Week(s)

1.      Positive News Flow On Major Projects Awarded For Construction;
2.      The 2Q2010 results reporting season goes full force in the second week of August 2010;
3.      Sime Darby would be announcing its FY10 results on 26 August 2010;
4.      Ariasia would be announcing its results on 18 August 2010;
5.      Sino Hua-An set to announce its results on August 24 2010

Corporate Watch List In Coming Months

June 2010 …

1.      Ramunia could be known by June 2010 if its bid for a US$240 million job to fabricate structures for the Suez Canal is successful. Ramunia submitted the bid since 2009. Since it disposed of its yard to Sime Darby, Ramunia has been on the lookout for new cash generating assets. Playing a key role in the restructuring of Ramunia is LTH (Pending);

July 2010 …

1.      On July 7 2010, the court will decide on the applications made by defendant. It had filed a suit against the company’s former directors, its unit Bukit Jalil Development and Malton’s subsidiary Pioneer Haven Sdn Bhd relating to their joint development agreement (JDA) (Pending);
2.      Oilcorp Bhd plans to issue its annual audited financial statements for its fiscal year ended Dec 31, 2009 by the end of July 2010 upon completion of several corporate exercises (Pending);
3.      Manta Holdings Co Ltd (MHCL), a wholly owned subsidiary of Mulpha International Bhd expects to raise HK$50 million (RM21.2mil) from its listing on the main board of the Hong Kong Stock Exchange in July 2010 (Pending);

Aug 2010 …

1.      Genting SP shareholders will vote on the proposed divestment of Genting UK on Aug 18 2010, while Genting Mal shareholders will have to decide on the proposed takeover at its EGM on Aug 24 2010;
2.      The future of Integrax Bhd could be determined as the board meets on Aug 9, 2010 to discuss whether or not to go ahead with its transshipment services agreement with Vale International SA;
3.      Sime Darby would be announcing its FY10 results on 26 August 2010. Sime Darby would like to clarify that based on its best estimate, it still expects its results for FY10 to be in the black;
4.      With the green light given by the MoF, HLBB’s takeover offer for EONCap is subject to the approvals of the SC and shareholders of both banking groups, as well as the result of the Primus lawsuit. The board of EONCap had announced that it was taking the deal to shareholders to vote at the company’s EGM on Aug 19 2010;
5.      Detailed list of the programmes and projects for the first two years (2011-2012) rolling plan of the 10MP and Part II of the New Economic Model;
6.      Lawmakers intend to involve the private sector to redevelop (government prime land) a few parcels of strategic sites in the Klang Valley. Of great interest will be the 20ha landbank worth some RM2 billion along Jalan Cochrane and between 8ha and 12ha within Ampang Hilir near the KLCC. The 1,360ha within the Rubber Research Institute of Malaysia enclave in Sungai Buloh, Selangor and other potential KL sites along Jalan Stonor, Brickfields, and Bukit Ledang. A reasonable time line for award for sought after pieces of land is in Aug 2010 during the tabling of the 10MP;
7.      EONCap will hold its EGM on Aug 19 2010 for shareholders to vote on the proposed disposal of its entire assets and liabilities to HLBB;
8.      The government is likely to announce the award of contracts for two major public transport projects worth RM1.1 billion in Aug 2010 to Scomi Eng (Partial);
9.      Malaysia will only announce its 2Q2010 GDP numbers on Aug 2010;
10.  MRCB is front runner in acquiring several parcels of land in KL and Selangor, including 60.7ha in Jalan Cochrane, an 8 ½ ha tract in Jalan Ampang Hilir and another 400ha in Sungai Buloh under the purview of the Rubber Research Institute of Malaysia. Government land sales are expected to be announced in conjunction with the unveiling of the 10 MP;
11.  B-Retail, which owns 7-Eleven Malaysia Sdn Bhd and Singer (Malaysia) Sdn Bhd, is scheduled for listing in mid-August 2010;

Sept 2010 …
                                                     
1.      Axiata will be announcing a dividend policy by the end of the 3Q2010;
2.      Kencana Petroleum Bhd and Dialog Group Bhd are among nine companies shortlisted to construct an oil and gas services terminal in Malaysia’s Sabah state. Contract expected to be awarded on September or Oct 2010;
3.      The actual transfer of assets and liabilities from EON Capital to HLB will only be done once the Kuala Lumpur High Court makes its final decision … Sept 20 to Sept 23 2010 as well as on Sept 27 and 28 2010;
4.      Primus had filed a legal suit last month against the directors of EON Cap and three entities controlled by Rin Kei Mei and Tan Sri Tiong Hiew King for RM1.1bil in damages as it believed the price for EON Cap should be much higher than that offered by HLB. It was reported that trial dates were set on Sept 20 to 23 as well as on Sept 27 and 28 2010;
5.      The result of Sime Darby’s forensic investigations is expected to be announced by the end of September 2010;
6.      Sinotop’s 3Q2010 results will be announced in Nov 2010. A better result will win back investor confidence;

Oct 2010 …

1.      Faber’s renewal of its medical services concession will be sometime in Oct 2010;
2.      The listing of Malaysia marine & Heavy Engineering Sdn Bhd (MMHE) – a unit of Petronas – in Oct 2010;
3.      Industry observers do not discount the possibility of more tax or duty hikes at the Budget 2011 in October 2010

Nov 2010 …

1.      US Democrats midterm congressional elections in Nov 2 2010;
2.      A Saudi-Malaysian consortium, whose member includes MAHB has prequalified to bid for work for the first phase of the expansion of Prince Mohammed Bin Abdulaziz Airport in Medina, Saudi Arabia. An award expected by the end of November 2010;
3.      Contractors For LRT Package A are supposed to submit their tenders in August 2010. It will then need two to three months to evaluate them and hopefully start the main ground works in November 2010. Sources say IJM Corp is a strong candidate for a portion of the main civil works. As such UEM Group also stands a chance. However MRCB could turn out to be a surprise candidate;
4.      HLBB and EONCap have given themselves a time extension to obtain the relevant approvals for their proposed transaction on the sale of the latter’s assets and liabilities to the former by Nov 30 2010, from Aug 15 2010 previously;
5.      Bursa has extended the deadline for Ho Hup Construction Bhd by another three months to Nov 4 2010 to submit its regularisation plan

Dec 2010 …

State private equity fund manager Ekuiti Nasional Bhd (Ekuinas) will announce its third investment before year-end (2010). They are talking with a number of parties but have not decided on any companies or sectors. This (third investment) is to fulfil its third objective to invest in the non-core assets of either GLCs, PLCs or MNCs

Jan 2011 …

1.      KEURO’s  directors are of the view that approval to implement the WCE will be obtained in FY2011 ending Jan 31, 2010;
2.      The Energy Commission (EC) hopes to identify the power company (Tenaga, MMC Corp and Jimah Power Sdn Bhd)  that will plant up an additional 1,000MW of electricity by the end of January 2011

Few Months From Now Aug 2010 …          

1.      The government is expected to deliberate on the outcome (Merger Between Proton & Perodua) before making recommendations to the Cabinet by year-end (2010);
2.      Valuable feedback from discussions held between Proton Holdings Bhd and Perodua on a possible merger will be forwarded to the government. The government is expected to deliberate on the outcome before making recommendations to the Cabinet by year-end (2010);
3.      CDRC had via its letter dated Aug 11 2010 accepted Limahsoon’s application. The CDRC had given the company six months from Aug 11 2010 to complete the proposed debt revamp;
4.      Baneng’s debt reconstruction exercise scheduled to be completed by the end of 2010 or latest by early next year (2011) . The company has sitting on the board as an independent non-executive director Tengku Sulaiman Shah, the brother of the Sultan of Selangor;
5.      Feasibility study on a proposed MRT system (Gamuda/MMC Corp) in KL will be completed in Sept 2010. The commission will take a look at the three-month from Sept 2010 study and submit it to the government, which will decide on the proposal;
6.      The Indonesian bourse said it may approve the dual listing of CIMB parent company;
7.      Scomi Engineering consortium was the second lowest bidder RM3 billion Tiradentes monorail project in Sao Paulo, Brazil., in the first round, but with their specifications complying with the requirements of the Brazilian authorities. The lowest bidder, it seems, had fallen short on certain counts;
8.      Stamford College has decided to appeal against the rejection and had deliberated on the rejection through various meetings and had decided to appeal against Bursa Securities' decision within one month (Aug – Sept 2010);
9.      It is understood that SC’s review of Mudajaya is still at the “surveillance” stage and has not escalated into a full investigation. A source familiar with the situation added that the SC had met with Mudajaya managing director Ng Ying Loong in early Aug 2010 and that the regulator had not contacted him since;
10.  Scomi Eng had submitted a proposal to the Chennai’s state government about three months ago and hopefully, by year-end (2010) there will be some developments.Sources say JAKS has teamed up with a reputable local contractor to bid for the piping package worth up to RM400mil – with a result to be known by end-1H 2010 (Pending);
11.  Linear director had undertaken to “deliver” the King Dome project to Linear, to “indemnify” Linear in the event of any loss, including refund of the cash advanced and to take over the letter of award at cost in the event Linear decides not to proceed further. A Nov 30 2010 deadline had been set. Linear is expecting itself to be out of PN17 “within 12 months” from June 2010. The company already has a turnaround plan in mind, which will be spearheaded by its new directors;
12.  Khazanah could possibly lower its shareholding or exit altogether in the near term of about six months starting Aug 2010, including those under UEM Group. The likely assets (for divestment) are PLUS Expressways Bhd, CIMB Group Holdings Bhd, Tenaga Nasional Bhd, Time Engineering Bhd, TIME dotCom Bhd and DRB-Hicom Bhd,” said the report;
13.  UEM Group Bhd has no plans yet to dispose of its 45% stake in Time Engineering Bhd, but will do so if there are interested parties with substantial game plan. Time Engineering had received its shareholders’ mandate in July 2009 to sell its entire stake in TdC at no less than 48 sen a share;
14.  PJI is in process of a capital restructuring exercise which hopes to complete in six months (July 2010 – Dec 2010). It is also undergoing a management reshuffle. It has disposed two of its assets;
15.  Transmile and TAS have obtained an order to convene a meeting of scheme creditors within the aforesaid period to seek approval for their respective schemes of arrangement. The High Court had granted Transmile a restraining order under Section 176 of the Companies Act 1965 to halt further proceedings and actions taken against the company and Transmile Air Services Sdn Bhd (TAS) for 90 days starting July 16 2010;
16.  Petra Energy/Perdana is confident of securing a "significant chunk" of the contracts by Petronas worth RM3.2 billion of which the results will be known in six months from June 2010;
17.  Airasia X’s IPO slated for 2H2010;
18.  MPHB’s management was looking at re-listing Magnum end of 2010 or in 2011. The company was taken private in 2007;
19.  Ramunia was working out its financial regularisation plan and hoped to exit the PN 17 status by the end 2010. It would be meeting its secured and unsecured creditors on May 7 2010 to work out the payment scheme. It had RM347 million in borrowings;
20.  Sources say LBS is in talks with HK listed Jiuzhou Development Co Ltd to divest itself of equity interest to the latter. It is believed that the negotiations are in the final stage;
21.  Petronas Carigali is expected to call a tender for its offshore topside maintenance services in the next few months (May 2010 & Beyond). Estimates the contract values for both Peninsular Malaysia and Sarawak and Sabah operations at around RM1.2 billion. Dayang is the incumbent for the SKO & SBO while Vastalux holds the PMO operations

In The Near-Medium Term (No Exact Date Stated)…

1.                  The acquisition of YNHP shares by its major shareholders and directors could be a preclude to bigger corporate moves;
2.                  Speculation that Jerneh Asia/Paramount has firmed up the disposal of its insurance business. Market talk that the price and buyer could be announced soon;
3.                  Palm oil mill equipment maker CBIP intends to sell its stakes in associate and JV plantation companies in Sarawak;
4.                  BNM has given the nod for P&O to begin talks to buy a stake in insurer Pacific & Orient but there have been no discussions about a price yet;
5.                  Bstead has obtained approval from the Securities Commission's Equity Compliance Unit to acquire a controlling interest in Pharmaniaga Bhd;
6.                  Genting UK & SP operation saw an improved business volume in the second quarter ended June 30, 2010. Doubts remain whether Genting SP’s solid performance is sustainable once the initial euphoria wears off;
7.                  The Naza brothers may exit Jetson Bhd, barely 12 months after they took control of the company. They are studying the options of an exit strategy;
8.                  Kurnia Asia is reviving its plan for an insurance venture in Cambodia with a new partner. It is applying for insurance licenses in Cambodia but operations are only likely to come onstream in 2011;
9.                  Delloyd is currently in discussions with Syarikat Prasana Nasional Bhd (SPNB) on the possibility of manufacturing a lower decked long bus;
10.              Syed Zainal reaffirmed about a possible foreign partner for Proton, stating that the group was in discussions with various global OEMs;
11.              Genting New York LLC’s bid to redevelop Aqueduct Racetrack and operate New York City’s first slot machine-style “racino” won support from the state Senate majority leader. The project award needs the approval of Assembly Speaker Sheldon Silver to proceed. The Manhattan Democrat hasn’t indicated publicly whether he will accept Genting;
12.              There has been talk that TimeDotCom could be a beneficiary of its linkage Global Transit Intl Sdn Bhd, which is involved in the development of the Trans-Pacific Unity submarine cable system;
13.              Mieco Chipboard Bhd major shareholder BRDB was still in preliminary and exploratory discussions with a Chinese party on selling its stake in Mieco to the latter. BRDB would make the appropriate announcement;
14.              Sources say state controlled Terengganu Inc Sdn Bhd is planning to privatize its
15.              40.13% unit EPIC. AZRB which has a 21% stake in EPIC … But Denied;
16.              Xingquan has been actively seeking new partners for some time, is finalizing talks with at least one local party to take up a substantial stake in the company but no deal is impending at the moment;
17.              The proposed acquisition of PT Bank Ina Perdana by Affin Bank Bhd may be the start of bigger things to come for the Malaysian bank in the Indonesian market.
18.              Grantham Mayo Van Otterloo & Co holds a 5 per cent stake in Zeland. Zelan has 98.5 million IJM shares remaining, or a 7.31% stake. Its net asset per share stood at 83 sen as at March 31, 2010 (June 2010). Speculating Privatization Zelan But Deny in May 2008. Zelan proposed to obtain a mandate from its shareholders to dispose of up to 30 million shares in IJM translating into a 2.23% stake. As at July 15, 2010, the total borrowings of the Zelan Group stood at RM291.98 million;
19.              A white knight may emerge for KKB. Sources say the company is planning to diversify into the property and construction sector with the appointment of chin;
20.              It is learnt that Carotech’s lenders had two meetings in July 2010 to discuss the company’s proposed debt restructuring scheme and will likely give it the green light. Carotech has been given six months beginning 1 July 2010 to complete the exercise;
21.              Sources say E&O’s major shareholders are believed to be considering a privatization of the property develop. They are talking to banks to finance the exercise;
22.              The shareholders Sarawak Plantations are said to be looking to sell down their interest in the state owned company;
23.              Speculation is rife that Ekuinas, with JV partners could be eyeing a stake in POS. Ekuinas will announce its next investment project by the end of 2010;
24.              MMM is requesting a three-month time extension from Bursa as it is unable to meet the July 31 2010 deadline for the submission of its audited accounts for the fiscal year ended March 31, 2010;
25.              Cocoaland was “currently in discussions and negotiations with potential partners to broaden its growth which could involve the issuance of new shares amounting to between 20% and 30% of its share capital. at discount;
26.              Bina Puri is close to signing a JV agreement with IIB to develop some seven acres of a RM500 million mixed development in Medini, one of the five flagship zones of Iskandar Malaysia. The agreement is expected to be sealed soon;
27.              CIMB is in the process of negotiation with the relevant authorities on how to get listed in Jakarta;
28.              Sources say BHIC may soon get a letter of intent for its next batch of patrol vessels, which could be worth up to RM8 billion;
29.              UEM Group Bhd is keen to bid for the RM43 billion KL MRT project;
30.              LSE-listed Aseana Properties Ltd, a unit of Ireka Corporation Bhd, may consider returning excess cash to shareholders following the proposed disposal of properties in 1 Mont’ Kiara for RM333 million. Aseana expects to complete the proposed transaction by year-end (2010);
31.              UEM Group were no plans yet to re-list the company or raise capital but did not rule out the possibility in future.
32.              DRB-Hicom aims to make its banking unit, Bank Muamalat Malaysia Bhd, one of the top five Islamic banks in the country within the next two years;
33.              Fitters’ MD Datuk Richard Wong’s had significantly increased his equity interest to over 30% of the company’s paid up capital. It plans to attract institutional investors in the near term;
34.              Sapura Group is one of the parties interested in acquiring Khazanah Nasional Bhd’s 32% stake in POS. SapRes will of new businesses, expansion of existing businesses and or pare down the group's borrowings;
35.              A boardroom tussle brewing between Jetson’s chairman and executive director Sheikh Mohd Nasarudin and his brother, vice-chairman andexecutive director Sheikh Mohamad Faliq Sheikh Mohamad Nasimuddin Kamal in one camp, and another faction led by Datuk Teh Kian Ann, Jetson’s managing director;
36.              Ho Hup hoped to “complete preparation and drafting of its regularisation plan” for submission to the relevant authorities within six months from July 2010;
37.              Haisan has approximately 11 months (July 2010 – June 2011) to submit its regularisation plan to the relevant authorities for approval;
38.              BJToto will “very likely” give higher dividend payments in future;
39.              The EPF said it would sell down its stake in RHB Capital to 40 per cent by the middle of 2011. EPF held a 56 per cent stake in the bank as of March 31 2010;
40.              MMC, Zelan’s largest shareholder has stated its intention to expand the company’s coal powered independent power plant in Tanjung Bin, Johor. MMC currently holding 39.25% in the Zelan;
41.              The deadlock in the proposed consolidation of water assets in Selangor may have been broken with all the parties close to agreeing on pricing, and ironing out the issues of operations and maintenance (O&M) … KPS/JAKS/Puncak Niaga/KHSB;
42.              Sources say IJM Corp is a strong candidate for a portion of the LRT Extension’s main civil works. As such UEM Group also stands a chance. However MRCB could turn out to be a surprise candidate;
43.              Speculation is rife that the company is close to finalizing its bid for the rm3 billion Westcoast Expressway (WCE), and in driver’s seat is KEURO’s largest shareholder Tan Sri Chan Ah Chye;
44.              Airasia is going to start rewarding its shareholders by paying dividends;
45.              Speculating BJTOTO were to declare another bumper dividend;
46.              Tradewinds (M) Bhd will trim its stake in Padiberas Nasional Bhd (Bernas) to shed some debts;
47.              Scomi Engineering Bhd is planning to propose a monorail system in Greater KL to support the proposed MRT project under the 10MP. Scomi International is also eyeing a major monorail construction project in Chennai;
48.              Konsortium Logistik Bhd has expressed its interest  to bid for Khazanah Nasional Bhd's 32.2 per cent stake in Pos Malaysia Bhd;
49.              Tenaga will bid for a RM7 billion (US$2.1 billion) government project to upgrade power plants as the economic recovery boosts electricity demand;
50.              Interested parties have received a request from Khazanah to submit their individual profiles for consideration. It is believed the request is to kick start the divestment process for POS;
51.              Sources say members of the consortium (Redevelopment Of RMAF base) are 1MDB, LTAT and Datuk Desmond Lim of Malton Bhd. It cannot be ascertained if Malton or Lim, through his private company, has a stake in the consortium.
52.              Dayang and Petra Energy Bhd are seen as the frontrunners for Petroliam Nasional Bhd’s (Petronas) ongoing tender for the maintenance of its offshore platforms across Malaysia;
53.              Gamuda-MMC JV has been bandied about for the MRT project — Gamuda Bhd and MMC Corporation Bhd. UEM Group Bhd is also keen to bid for the RM43 billion KL MRT project;
54.              P&O has emerged as a possible acquisition target by the one of the top five general insurance companies;
55.              MBSB plans to become a full-fledged bank. Currently (April 2010), they are just at the discussion stage and have not submitted anything official as it will require shareholders' approval first;
56.              The new substantial shareholder at Perisai is a large oil and gas player from Singapore – Ezra. It seems unlikely that would merely maintain Ezra’s 19.9% shareholding without seeking a larger stake in Perisai;
57.              Sources say the Shapadu group, led by Datuk Shahrani Abdullah, will take control of beleaguered Vastalux if plans to inject some of its assets into the listed company materializes. Petronas had suspended its licence but it was appealing for a reinstatement. Early April 2010, Vastalux was granted a 90 day restraining order, starting April 7, 2010, to negotiate with its creditors;
58.              TM may consider raising its dividend payout after the current financial year ending Dec 31, 2010 (FY10) as its capital expenditure (capex) for the high-speed broadband (HSBB) project will peak in 2010;
59.              IOI Corporation Bhd may write back the impairment loss made in the financial year ended June 30, 2009 (FY09) on a joint-venture property project in Singapore towards the end of the current financial year since the value of property has risen in the island state;
60.              Speculation that SILK may want to spin of fits highway division to get better valuations for its oil and gas business;
61.              Ingress’s power engineering and projects division is expecting significant progress on the Ipoh-Padang Besar double-tracking project for System Works. New awards are expected to materialize;
62.              LCL has identified US-based KHS&S as a potential investor to regularise its financial condition. LCL will discuss, deliberate and outline the regularisation plan with the representatives from KHS&S on the details of LCL’s regularisation plan. LCL will make the necessary announcements to Bursa Securities accordingly in due course;
63.              BJCorp has entered into a MoU with China carmaker BYD Auto Co Ltd to manufacture and market a compact car model, F0, in Malaysia. BJCorp is putting together an application to the government to assemble right-hand-drive cars by its Chinese carmaker partner BYD Auto Co Ltd here in Malaysia;
64.              Faber declined to confirm nor deny speculation that it may be buying Pantai Holdings Bhd’s Malaysian government concession business. Pantai Holdings Bhd does not rule out selling its concession business "if the price is right"