Morning Notes
Malaysia
Morning meeting notes from CLSA Malaysia
Wednesday, 14 December 2005
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Indices
Last clo se
% C hg
KLCI
898.3
0.1
MSCI M'sia F
216.1
(0.4)
FTSE
5,501.6
0.0
DJI
10,767.8
(0.1)
NASDAQ
2,261.0
0.2
HSI
14,942.6
(0.3)
STI
2,324.0
(0.3)
SOX
500.2
0.6
Market volume
Units (m) Val (R M m)
Total M kt
270.2
483.7
Interest Rate
KLIB OR
% C hg
Wgt ave overnight
3.00
0.3
One-month
3.13
0.3
Two-month
3.16
0.0
Three-month
3.20
0.0
Six-month
3.25
0.0
Nine-month
3.35
0.0
12-month
3.42
0.0
Malaysia govt bonds
Yield (%)
% C hg
Three-year
3.50
0.0
Five-year
3.70
(0.5)
Seven-year
3.79
0.0
10-year
4.28
0.0
Key commodities
P rice (US$ )
% C hg
Brent Crude
58.17
(0.4)
Bunker Fuel
285.00
(0.4)
Jet Fuel
70.60
2.0
Palm oil: cif Rotterdam
447.50
2.9
Palm oil: futures
364.47
(0.7)
Forex
(P er US$ )
% C hg
RM
3.78
0.0
S$
1.67
0.3
Bt
41.14
0.2
Won
1,025.95
0.7
Yen
120.32
(0.4)
Euro
1.19
(0.2)
Sterling
0.57
(0.4)
KLCI
0
200
400
600
800
1,000
Jan-03
Jan-04
Jan-05
Index
-
100
200
300
400
500
600
700
Mkt vol
(US$m)
Top movers in Malaysia market Highest Yield/Lowest PER
Performance over past week (%)
Top five gainers
Highest FY06 Div yld (%)
1 Hock Seng Lee Berhad
15.4
1 Berjaya Toto
23.3
2 Ynh Property Bhd
12.2
2 E&O Properties
15.7
3 Dialog Group Bhd
8.6
3 EONCap
9.1
4 Tan Chong Motor Holdings Bhd
7.8
4 Puncak Niaga
8.8
5 Unisem (M) Berhad
7.7
5 HLBK
8.5
Top five losers
Lowest FY06 CorePEx
1 Southern Steel Berhad
(13.8)
1 HLBK
5.1
2 Industrial Concrete Products
(8.0)
2 Puncak Niaga
5.3
3 Lion Diversified Holdings Bh
(6.3)
3 EONCap
6.7
4 Wct Engineering Bhd
(6.3)
4 Tanjong
6.8
5 Dutch Lady Milk Inds Bhd
(5.4)
5 Sime Darby
7.4
What’s inside
! Inside: Price and Valuation
! Inside: Tanjong. 3QFY06 results. Upgr