2010年马来西亚证券市场投资策略报告

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【出版时间及名称】：2010年马来西亚证券市场投资策略报告
        【作者】：瑞士信贷
        【文件格式】：pdf
        【页数】：29
        【目录或简介】：
Our regional call remains bullish, so Malaysia is once again relegated to being
an UNDERWEIGHT, until such a time that markets turn bearish. We see,
however, money to be made via six themes:
■ Malaysia’s special yield situation. The Malaysian market is dominated by
domestic government-linked funds that can distort valuation norms, with
dividend yield taking precedence. Stocks: Maxis, DiGi.
■ Indonesian growth with good corporate governance. Malaysian
companies with significant Indonesian assets offer both growth and ironically
good corporate governance. Stocks: CIMB, AirAsia.
■ Razak reforms should provide a structural improvement to the
Malaysian stock market. Expect new equity issuance and sell-downs by
government-linked funds. Stocks: Bursa Malaysia, CIMB.
■ Malaysia’s superior banks. Earnings upgrades and robust capital with
dividends a reality, mean that Malaysian banks deserve to trade at a
premium to the global average. Stocks: Public Bank, CIMB.
■ Value in small, under-researched stocks. Stocks: AirAsia, MAHB & IJM Land.
■ A relatively safe place to hide: yield, low foreign ownership and resilient
earnings.
Three sell themes. BAT should continue its underperformance into 2010,
thanks to the small pack ban, in our view. We expect Genting Bhd to
underperform once its Singapore casino opens its doors. We are bearish on
Malaysian plantations. IOI Corp looks vulnerable.

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