【东方日报：QE退场．回归基本面 经济好转助马股向上】

来到2013年下半年，全球股市皆为第三轮量化宽鬆（QE3）进入倒数结束阶段感到担忧，但分析员认为，马股仍將在经济基本面好转的带动下，向1800点的年杪目標挺进。

个人比较注意的价值股有：

1. 沙布拉肯查纳石油（SKPETRO，5218，主板贸服股）
2. 杨忠礼电力（YTLPOWR，6742，主板基建股）
3. 达洋企业（DAYANG，5141，主板贸服股）
4. 金务大（GAMUDA，5398，主板建筑股）
5. CYPARK资源（CYPARK，5184，主板贸服股）
6. 建裕珍厂（KIANJOO，3522，主板工业股）
7. 必斯达亮（PRESBHD，5204，主板贸服股）
8. 高美达（GLOMAC，5020，主板產业股）

「增持」评级领域：
建筑、消费、油气和產业

「中和」评级领域：
银行、博彩、手套、保健、媒体、种植和电讯


资料来源：http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=63049:qe&Itemid=198

马顿（Malton，6181，主板产业股）

Overview:

马顿（Malton，6181，主板产业股）于7月8日闭市时回跌到20日移动平均线上了。它于闭市时收86仙，按日波动4.7%。
它的60分钟线平滑异同移动均线指标（MACD）于7月8日间的反弹交投走势已告转强。
它继续处于“0”支撑线下波动，马顿的的后市的交投走势料会出现一段巩固反弹趋势。
马顿的60分钟线图表走势于7月8日间将会显现一段持续性反弹趋势中，或会上探87-98仙关口。

买卖计划:
买进: RM 0.860
盈利: RM 0.930
止损: RM 0.845
风险回报率> 1 : 4

图表分析:
1) 趋势线 - 在20日移动平均线上
2) 交易量: 中
3) 指数平滑异同移动平均线MACD: 青 (正数>看漲)
4) 平滑RSI指标 : 在60.8%
5) 支撑点: RM 0.845
6) Beta: 1.19 （低）
7) 阴阳烛: --
8) 形态: 牛市。

家华

免责声明本文纯属技术面分析，仅供参考，并非推荐购买。投资前请咨询专业金融师。读者若有兴趣投资，应该自行深入研究或询问股票经纪才决定，盈亏自负。文中的建议，都有一个完整的买卖纪录

养成“反向思维”的习惯 Be contrarian

养成“反向思维”的习惯，就是跟群众的想法背道而驰。

当所有的人都悲观时，你乐观。

当所有的人都乐观时，你悲观。

同样的，在金融海啸中，钢铁股大跌，但请你冷静地想一想：这个世界的建设，没有钢铁行吗？既然不行，那么，钢铁的需求永远存在。当钢铁厂的产能只用到 30%，钢铁厂大亏，钢铁股大跌时，正是买金钢铁股的良机。

人类追求更美好生活的欲望永无止境。所以，这个世界不会停止前进，就好像地球不会停止转动那么肯定。

既然如此，则无论经济衰退多么严重，总有一天会恢复。

有了这种信心，你就能摆脱周围的悲观论调，大胆地下注。

非常的盈利机会， 惟有在非常的环境中才出现。

这种在别人悲观时你乐观；别人乐观时你悲观的“反向”思维法，必须常期的修炼才能成形。

这种定力的养成，没有捷径。但是，一旦养成，你会对纷纷纭纭的乱况洞若观火。

总结：在股市方面，养成反向的习惯，在股市最坏时大胆买进。

华阳（HUAYANG，5062，主板产业股）

Overview:

华阳（HuaYang，5062，主板产业股）宣布以5691万1050令吉，在史里肯邦安购入面积约3.73英亩的土地，进行发展总值达2亿8500万令吉的综合发展计划。
根据文告，华阳是透过独资子公司———Prop Park私人有限公司，向Amazing Borneo私人有限公司收购上述地段，以建造两栋服务式公寓和零售单位。
华阳总执行长何文渊表示，上述土地邻近公司在史里肯邦安的易城（One South）综合产业发展计划，且有加影外环公路（SILK）和新街场大道（Besraya）两条主要大道衔接。

买卖计划:
买进: RM 2.74
盈利: RM 3.05
止损: RM 2.65
风险回报率> 1 : 2.5

图表分析:
1) 趋势线 - 在50日移动平均线上
2) 交易量: 中
3) 指数平滑异同移动平均线MACD: 青 (正数>看漲)
4) 平滑RSI指标 : 在38.5%
5) 支撑点: RM 2.65
6) Beta: 0.40 （低）
7) 阴阳烛: --
8) 形态: 牛市。华阳的股价从近期的高峰下挫20%，提供累积的机会。

家华

免责声明本文纯属技术面分析，仅供参考，并非推荐购买。投资前请咨询专业金融师。读者若有兴趣投资，应该自行深入研究或询问股票经纪才决定，盈亏自负。文中的建议，都有一个完整的买卖纪录

金轮企业（KIMLUN，5171，主板建筑股）

Overview:

金轮企业（KIMLUN，5171，主板建筑股）获得源自新加坡SK工程与建筑发出价值4300万令吉的隧道內层管片供应合约，市场未对此消息感到惊喜。截至目前，金轮企业一共取得1亿9000万令吉新订单，占肯纳格投行分析员预测5亿令吉的39%，且將在未来两三年內执行。分析员维持该公司5亿令吉的新订单合约预测，因相信金轮企业可在巴生谷和柔佛获取更多建筑工程合约。

买卖计划:
买进: RM 2.02
盈利: RM 2.35
止损: RM 1.95
风险回报率> 1 : 3

图表分析:
1) 趋势线 - 在50日移动平均线上
2) 交易量: 高
3) 指数平滑异同移动平均线MACD: 青 (正数>看漲)
4) 平滑RSI指标 : 在48.2%
5) 支撑点: RM 1.95.
6) Beta: --
7) 阴阳烛: --
8) 形态: 牛市。金轮企业的股价从近期的高峰下挫22%，提供累积的机会。

家华

免责声明本文纯属技术面分析，仅供参考，并非推荐购买。投资前请咨询专业金融师。读者若有兴趣投资，应该自行深入研究或询问股票经纪才决定，盈亏自负。文中的建议，都有一个完整的买卖纪录

Benalec Holdings Bhd (BENL.KL) 4

Overview:

Benalec Holdings Berhad is an investment holding company. 
The Company and its subsidiaries are engaged in marine construction and civil engineering, shipbuilding and ship trading, and vessel chartering. 
The Company operates in three segments: Marine construction, Vessel chartering and Shipbuilding. 
Marine construction includes land reclamation, dredging and beach nourishment; rock revetment works, shore protection works and breakwater construction; pre-bore and marine piling, and construction of marine structures, bridges, jetties, ports and other offshore and ancillary services. 
Vessel chartering includes chartering of vessels on time and voyage charters. 
Shipbuilding includes Shipbuilding and providing ship repair, maintenance, fabrication and refurbishment services. 
In January 2012, it acquired Sentosa Enigma Sdn Bhd and Multi Achievement Sdn Bhd. As of May 28, 2012, Oceancove Sdn Bhd had 52.38% of interest in the Company. 
On June 6, 2012, it acquired Goldnet Synergy Sdn Bhd.

Trading Plan:

Entry: RM 1.26
Profit: RM 1.34
Cut loss: RM 1.22
RRR (Risk to Reward Ratio)> 1 : 2

Analysis:

1) Trendline - Above 20MA (Uptrend).
2) Volume: High
3) MACD: Showing Green
4) Smoothed RSI : At 63.6% and hook up. Still not oversold.
5) Support/Resistance: Supported at RM 1.22
6) Beta: --
7) Candlestick: Gap up
8) Pattern: Bullish!

Tok

Redtone International Bhd (RTON.KL)

Overview:

REDtone International Berhad is a Malaysia-based investment holding company,engaged in investment holding and provision of management services to its subsidiaries. The Company operates in Malaysia, Singapore and People’s Republic of China. The Company’s subsidiaries include REDtone Telecommunications Sdn. Bhd., which is engaged in the research, development, manufacturing and marketing of computer-telephony integration products, and provision of communication services; REDtone Technology Sdn. Bhd., which is a provider of total solutions in business communication and telecommunication, and REDtone Network Sdn. Bhd., which is engaged in the research and development and marketing of communication applications. In February 2012, the Company disposed of its interest in REDtone Software Sdn Bhd. In February 2012, the Company disposed of its interest in REDtone Software Sdn Bhd.

Trading Plan:

1) Trendline - 50MA breakout at RM 0.420
2) Volume: High
3) MACD: Third Green (Positive>Bullish)
4) Smoothed RSI : At 61.9%. RSI will go >70% if KLCI still in bull market to test 1720.
5)Support/Resistance: Supported at RM0.395. Resistance at RM0.445 .Today close RM 0.420
6) Beta: 1.87
7) Candlestick: Bullish
8) Pattern: Bullish after breakout at RM 0.420

Trading Plan 1:
Entry: RM 0.400 or higher
Profit: RM 0.445
Cut loss: RM 0.380
RRR (Risk to Reward Ratio)> 1 : 2

Scenarios Analysis:
1) Breakout above 0.400.

Tok

JCY International Bhd (JCYI.KL)

Overview:

JCY International Berhad (JCY) is a Malaysia-based company investment holding company. The Company is engaged in the design and development of hard disk drive (HDD) components. The Company manufactures base plates, top cover assembly, actuator pivot flex assembly (APFA) and anti discs, which are the mechanical components of HDDs. The Company’s manufacturing facilities are located in the states of Johor, Penang and Malacca, in Malaysia, and in Saraburi, Thailand. The Company ‘s subsidiaries include JYC HDD Technology Sdh Bhd, which is engaged in the manufacturing and trading of HDD components; JYC HDD Technology, which is engaged in the trading of HDD components, and Minarex Holdings Limited, which is engaged in investment holding.

Trading Plan:

1) Trendline - 50MA breakout at RM 0.560
2) Volume: High
3) MACD: Third Green (Positive>Bullish)
4) Smoothed RSI : At 66.9%. RSI will go >70% .
5)Support/Resistance: Supported at RM0.560. Resistance at RM0.645 .Today close RM 0.580
6) Beta: --
7) Candlestick: Bullish
8) Pattern: Bullish after breakout at RM 0.560

Trading Plan 1:
Entry: RM 0.580 or higher
Profit: RM 0.645
Cut loss: RM 0.560
RRR (Risk to Reward Ratio)> 1 : 3

Scenarios Analysis:
1) Breakout above 0.560.
2) North Korean issue.

Tok

Unisem M Bhd (UNSM.KL)

Overview:

Unisem (M) Berhad (UNISEM) is involved in the manufacturing of semiconductor devices. It is a global provider of semiconductor assembly and test services provider in Malaysia. 
The Company offers integrated suite of packaging and test services, such as wafer bumping, wafer probing, wafer grinding, as well as range of leadframe and substrate integrated circuits packaging, wafer level chipscale packaging and radio frequency, analog, digital and mixed-signal test services. 
Its services include design, assembly, test, failure analysis, and electrical and thermal characterization. It also has operations in Crumlin, South Wales, the United Kingdom; Chengdu, Batam, Indonesia and Sunnyvale, California, the United States of America (USA). The Company’s subsidiaries are Unisem (Ipoh) Sdn. Bhd., Unisem Advanced Technologies Sdn. Bhd., Unisem (Europe) Holdings Limited, Unisem Chengdu Co., Ltd., Unisem (Mauritius) Holdings Limited and Unisem International (Chengdu) Ltd.

Trading Plan:

1) Trendline - 50MA breakout at RM 0.925
2) Volume: High but not consistent
3) MACD: Green (Positive>Bullish)
4) Smoothed RSI : At 60.5%. RSI will go >70% once Tech sector in play.
5)Support/Resistance: 
Supported at RM 0.905. 
Resistance at RM 1.15.
Today close RM 0.94
6) Beta: 2.11
7) Candlestick: Bullish
8) Pattern: Bullish after breakout at RM 0.925

Trading Plan for UNISEM:
Entry: RM 0.930 or higher
Profit: RM 1.150
Cut loss: RM 0.905
RRR (Risk to Reward Ratio)> 1 : 6 (VERY RISKY)
Trading Plan for UNISEM-WA:
Entry: RM 0.235
Cut loss: RM 0.190
RRR (Risk to Reward Ratio)> 1 : 2.5

Scenarios Analysis:
1) Breakout above 0.925 on the next following day
2) North Korean issue.

Tok

Rimbunan Sawit Bhd (RIMB.KL) (3)

Overview:

Rimbunan Sawit Berhad (RSB) is engaged in the business of investment holding and the provision of management services. The Company through its subsidiaries is engaged in cultivation of oil palms. It is a palm oil producer and processor of crude palm oils and oil palm seeds. 
During the year ended December 31, 2011, the Company acquired 100% interest in Burung Tiong Helicopter Sdn Bhd. 
As of December 31, 2011, the Company owns approximately 91,793 hectares (ha) of plantation land in Miri, Kuching and Sibu, Sarawak. 
During 2011, the Company acquired an additional 15% interest in Nescaya Palma Sdn Bhd (NPSB), Woodijaya Sdn Bhd (Woodijaya), Novelpac-Puncakdana Plantation Sdn Bhd (Novelpac) and PJP Pelita Biawak Plantation Sdn Bhd (Biawak). 
On December 30, 2011, the Company acquired a parcel of land with oil palm plantation from Sheba Resources Sdn Bhd. 
In July 2012, the Company acquired RSB Palm Oil Mill Sdn. Bhd.

Trading Plan:

1) Trendline - 50MA breakout at RM 0.775
2) Volume: High but not consistent
3) MACD: Second Green (Positive>Bullish)
4) Smoothed RSI : At 61.4%. RSI will go >70% once Plantation sector in play.
5) Support/Resistance: Supported at RM 0.775. Resistance at RM 0.800 & RM 0.850(100MA).Today close RM 0.790
6) Beta: 1.65
7) Candlestick: Bullish
8) Pattern: Bullish after breakout at RM 0.800

Trading Plan 1:
Entry: RM 0.805 or higher
Profit: RM 0.850
Cut loss: RM 0.775
RRR (Risk to Reward Ratio)> 1 : 2
Trading Plan 2:
Entry: RM 0.805
Profit: RM 0.950
Cut loss: RM 0.775
RRR (Risk to Reward Ratio)> 1 : 4.5

Scenarios Analysis:
1) Breakout above 0.800 on the next following day
2) Other plantation stocks in play?

Tok

Plantation Sector

KLSE Plantation sector likely to rebound to test its resistance after KLSE Construction sector and Properties sector are doing well and in play for some time.

Benalec Holdings Bhd (BENL.KL) 3

Overview:

Benalec Holdings Berhad is an investment holding company. 
The Company and its subsidiaries are engaged in marine construction and civil engineering, shipbuilding and ship trading, and vessel chartering. 
The Company operates in three segments: Marine construction, Vessel chartering and Shipbuilding. 
Marine construction includes land reclamation, dredging and beach nourishment; rock revetment works, shore protection works and breakwater construction; pre-bore and marine piling, and construction of marine structures, bridges, jetties, ports and other offshore and ancillary services. 
Vessel chartering includes chartering of vessels on time and voyage charters. 
Shipbuilding includes Shipbuilding and providing ship repair, maintenance, fabrication and refurbishment services. 
In January 2012, it acquired Sentosa Enigma Sdn Bhd and Multi Achievement Sdn Bhd. As of May 28, 2012, Oceancove Sdn Bhd had 52.38% of interest in the Company. 
On June 6, 2012, it acquired Goldnet Synergy Sdn Bhd.

Trading Plan:

Entry: RM 1.20
Profit: RM 1.27
Cut loss: RM 1.17
RRR (Risk to Reward Ratio)> 1 : 2

Analysis:

1) Trendline - Below 20MA (Downtrend). Wait for breakout at 20MA
2) Volume: High
3) MACD: Start showing first Green
4) Smoothed RSI : At 49.5% and hook up. Still not oversold.
5) Support/Resistance: Supported at RM 1.17
6) Beta: --
7) Candlestick: Rervesal
8) Pattern: Bullish!

Tok

YTL Power International Bhd (YTLP.KL)

Overview:

YTL Power International Berhad is an investment holding company, which provides administrative and technical support services. It operates in five segments: power generation, multi utilities business, Water and sewerage, mobile broadband network and Investment holding and other businesses. Its subsidiaries are engaged in provision of wired line and wireless broadband access; developing and marketing voice over Internet protocol telephony and other network media appliances for service provider and developing, constructing, maintaining and operating power plants; providing public entertainment and waste water services. In November 2012, it acquired YTL Infrastructure Limited. In December 2012, YTL Power Investments Limited, an indirect wholly owned subsidiary of the Company incorporated in the Cayman Islands, had disposed of all its interest in Swiss Water System AG. In December 2012, it incorporated two corporations, namely Sword Bidco Limited and and Sword Bidco (Holdings) Limited.

Trading Plan:

1) Trendline: Still below 20MA, waiting for 20MA breakout.
2) Volume: High
3) MACD: Red (Positive>Bearish). Wait for second green when rebound.
4) Smoothed RSI : Waiting to break 20%.
5) Support/Resistance: --
6) Stochastic: Wait for Blue line crossover red line.
7) Beta: 0.61
8) Candlestick: Inverted Hammer
9) Pattern: --

Entry: RM 1.35
Profit: RM 1.50
Cut loss: RM 1.30
RRR (Risk to Reward Ratio) is 1 : 3

Thanks for the comments.

Tok

MY EG Services Bhd (MYEG.KL) 2

Overview:

My E.G. Services Berhad is engaged in the business of development and implementation of the electronic government ( E-Government) services project and the provision of other related services for the E-Government services project, as well as investment holding. 

Its businesses are categorized into two divisions: government to citizen (G2C) and government/enterprise solution (GES). 

G2C services refers to services, such as driving theory test bookings, issuance and renewal of licenses, electronic bill payment and payment (EBPP), as well as online information services, such as traffic summons checking and electronic bankruptcy or liquidation status searches (E-Insolvency). 

GES are non-Internet based services, such as software and enterprise solutions, system development and maintenance, as well as services rendered at the E-Services Centers. 

In February 2012, it acquired MY E.G. Capital Sdn Bhd. (MYEG Capital). O

n March 12, 2012, its subsidiary, MYEG Capital, acquired Ipidato Sdn Bhd.

Trading Plan:

1) Trendline - Still below 20MA, waiting for 20MA breakout at RM 0.77
2) Volume: High
3) MACD: Green (Positive>Bullish)
4) Smoothed RSI : At 47.2%. Waiting to break 50%.
5) Support/Resistance: Supported at RM 0.745. Resistance at RM 0.77.Today close RM 0.765
6)Stochastic: Blue line crossover red line. Uptrend signal is coming.
7) Beta: 0.22
8) Candlestick: ?
9) Pattern: Bullish after breakout at RM 0.77

Analysis:
News: MyEG posted a spectacular +21% for its Q2 profit.
Buy if KLCI in rebound sentiment before GE13.

Entry: RM 0.76
Profit: RM .081
Cut loss: RM 0.745
RRR (Risk to Reward Ratio) is 1 : 3

Thanks for the comments.

Tok

DRB-HICOM Bhd (DRBM.KL) (2)

Overview:

DRB-HICOM Berhad is an investment holding company. 
Its segments include: 
Automotive, which is engaged in manufacturing, assembly, vehicles importation, motorcycles and special purpose vehicles; 
Services, which is engaged in concession, banking, insurance, postal and other services, and 
Property, Asset and Construction, which is engaged in property holding, development and construction works and assets management services. 
In January 2012, it acquired 42.74% and 7.27% interest in Proton Holdings Berhad. 
On March 28, 2012, its subsidiary, Glenmarie Properties Sdn. Bhd., acquired HICOM Megah Sdn. Bhd. 
On March 20, 2012, its subsidiary, Edaran Otomobil Nasional Berhad, acquired DRB-HICOM Leasing Sdn. Bhd. 
On August 1, 2012, its subsidiary, HICOM Polymers Industry Sdn Bhd, acquired Stagwell Sdn Bhd. 
On October 8, 2012, it announced that PROTON Marketing Sdn Bhd, a subsidiary of PROTON Holdings Berhad acquired HICOM Holdings Berhad's entire 90% interest in HICOM-Potenza Sports Cars Sdn Bhd.

Waiting DRBHCOM's RSI indicator to go below 24%(historical low) and wait for TA rebound.

Doji for DRBHCOM, time for technical rebound. Buy around RM2.50, profit at RM2.62 or cut loss at RM2.42.

Tok

Ivory Properties Group Bhd (IVRY.KL)

Overview:

Ivory Properties Group Berhad is a Malaysia-based investment holding company. The Company's subsidiaries are principally involved in property development and property management, including construction of apartments, condominium, semi-detached and bungalow homes, boutique gated communities, retail and commercial lots, and other related activities. 
It also operates a service restaurant under the brand name Marry Brown. 
The Company’s projects include Tanjung Park, Plaza Ivory condominium, Plaza Ivory commercial building, Palace Hill, The View, Birch The Plaza, Penang Times Square, Zen @ The View, Moonlight Bay Villa & Condovilla, 10 Island Resort and Aston Villa. 
In September 2011, the Company incorporated a subsidiary Soju Entertainment Sdn. Bhd. 
On October 4, 2012, it acquired the entire equity interest of TTG Holdings Sdn Bhd.

Worth to watch counter if DAP win again in Penang.

Tok

Significance Of Water Snake Year

New year is the time to establish cordial relations and build up new friendship.

Wish that our bond does not break and we enjoy good times together in this Chinese New Year. Happy Chinese New Year!

May Water Snake Year brings you

Immense Joy and Pleasures all round the year

May you be blessed with all the happiness and beautiful things

Make the year as eventful as you it to be

Let the sparkling fireworks in the sky,

Fill up your life with colors of joy, happiness and prosperity

May your success soar as high as these dazzling rockets in the sky

Wishing you a bright happy New Water Snake Year!

According to feng shui metaphysics, cited five elements are earth, gold and water areas will benefit water snake years, the optimistic about the industry are construction, oil and gas, mining, financial services, transportation, communications and other fields will flex its muscles in the water snake year. 60 years ago in 1953 the Water Snake year, when the U.S. Dow Jones Industrial Average experienced a consistent low ebb after initial bounce higher. Analysts forecast given the high volatility, investors can buy stock when market goes lowest.

Malaysian Resources Corporation Bhd (MYRS.KL)

Overview:

Malaysian Resources Corporation Berhad (MRCB) is an investment holding company. The Company also engages in construction related activities, environmental engineering, property development and investment and provision of management services to its subsidiaries. The Company operates in five segments: engineering and construction, property development, infrastructure and environmental, building services and investment holding divisions. 
During the year ended December 31, 2011, it completed both the EDL Expressway and the Permai Psychiatric Hospital in Tampoi. Its building services division delivers integrated, parking, security, maintenance and building management solutions. 
In January 2012, the Company acquired Paradigma Berkat Sdn Bhd. 
In March 2012, its subsidiary, MRCB Land (Australia) Pty Ltd incorporated MRCB Project Incorporated Pty Ltd. 
In November 2012, the Company acquired Gemas Infiniti Sdn Bhd (GISB).

Will not buy any stocks especially government link/party related stocks. Will wait for GE13 big sell down and grab after GE13 result. If BN win the election, then government link/party related company will be in play!

MRCB still lagging compare to SPSETIA in the same sector. Waiting it to rebound soon. TIP(Think In Probability) : MRCB has the good technical condition to rebound.

Tok