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2022-01-07 03:54:55 HLIB Retail Research – 7 Jan - Bullish Tracker:

DOMINAN (RM1.22) : Main Market, Wood Products

Technical indicators showing uptick bias. Trending within uptrend channel, collect during retracement phase.

Entry: RM1.18-1.23
Stop Loss: RM1.14
Resistance: RM1.26-1.30-1.40
Target price: RM1.26-1.36
Valuation metrics: P/B (0.63x); Trailing P/E: 9.3x
Risk profile: Moderate

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2022-01-05 11:57:59 We will be having our Technical Charting - Entry & Exit Signals webinar on Saturday, 15th January 2022 from 10.30am to 12.00pm.

Free registration here: https://www.bursamarketplace.com/opportunities#webinar-hongleong

Mr. Ng Jun Sheng is the Head of Retail Research at Hong Leong investment Bank and is a licensed Investment Advisor. He generates regular trading ideas for retail clients based on a combination of fundamental analysis and the underlying trading momentum. In this webinar, he will be providing an insightful overview of the current volatile market activities and potential trading opportunities arising from it by utilizing basic Technical Charting signals. Open / Comment

2022-01-05 10:11:16 HLIB Retail Research – 5 Jan - Bullish Tracker:

FOCUSP (RM0.67) : Ace Market, Consumer Products & Services, Anticipate a stronger 4Q21 results

Technical Indicators showing uptick bias, expecting oversold rebound from strong support zone.

HLIB TP: RM1.03
Entry: RM0.65-0.675
Stop Loss: RM0.63
Resistance: RM0.72-0.77-0.815
Target price: RM0.77-RM0.815
Risk profile: Low

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2022-01-05 03:53:07 Technical tracker - HLIB Retail Research – 5 January 2022

BPLANT (RM0.69) – Will the history repeat?

Upstream oil palm player BPLANT was taken private by Boustead Holdings in 2003, and was subsequently relisted in June 2014, with core business changed from the cultivation of rubber and the management of rubber plantation estate to an upstream oil palm plantation company. The Group manages a portfolio of 45 oil palm estates in Malaysia (19 estates in Peninsular Malaysia, 20 in Sabah and 6 in Sarawak as well as 10 mills in Malaysia). BPLANT’s land bank spans 98,200ha of which 73,500 ha is cultivated with oil palm.

A prime privatisation target? Despite rallying 15% in 2021 (one of the top-performing plantation stocks), BPLANT is still trading at an undemanding 0.57x P/B (-57% and -19% compared with the industry average of 1.31x and 5-year average of 0.7x, respectively). The steep discount undisputedly makes BPLANT as one of the prime privatization targets by its core major shareholders i.e. Boustead (57.4% stake) and LTAT (12.1% stake), which can be self-funded by disposing some strategic land banks. To recap, BPLANT has ~10k ha of strategic estates located in Selangor, Johor, Penang, Kedah and Perak that are ripe for property development. Ascribing a 5Y average P/B of 0.7x, the offer price of RM0.83 is 21% higher than current share prices.

A revival of asset monetisation. Even if BPLANT is not privatized, a revival of its asset monetization exercises would lead to further re-rating as earnings will be lifted by disposal gains and raises the possibility of higher dividend payouts. Since relisted in 2014, BPLANT has sold more than 2,164 ha of land, raised >RM1.0bn gross proceeds, and distributed about RM1.0bn in total dividends.


Pending resistance breakout. Technically, BPLANT is pending a resistance breakout. A successful breakout above RM 0.69 will spur the prices towards 0.72-0.75-0.78.Cut lost at RM 0.640.


Collection range: RM0.67-0.68-0.69

Upside targets: RM0.72-0.76-0.80

Cut loss: RM0.64

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2022-01-04 07:59:38 Bullish Tracker Results for December 2021

We’ve achieved 82.4% successful hit rate and 6% of portfolio return compared to KLCI’s 3.50% !

Start trading today with HLeBroking: www.hlebroking.com.

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2022-01-04 06:24:27 HLIB Retail Research – 4 Jan - Bullish Tracker:

SWIFT (RM0.95) : Main Market, Transportation & Logistics

Potential double bottom forming in 30mins chart,
Technical indicators showing uptick bias.

Entry: RM0.93-0.95
Stop Loss: RM0.90
Resistance: RM0.985-1.03-1.08
Target price: RM0.985-1.03
Risk profile: Moderate

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2022-01-03 11:08:10 HLIB Retail Research – 3 Jan - Bullish Tracker:

BPLANT (RM0.675) : Main Market, Plantation

Positive 20D MA resistance breakout, uptick bias

Entry: RM0.65-0.68
Stop Loss: RM0.635
Resistance: RM0.68-0.715-0.75
Target price: RM0.70-0.75
Risk profile: Moderate

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2022-01-03 09:26:40 马股市场走过了低迷的2021；全新的2022，我们会苦尽甘来，还是雪上加霜？
全球进入高通胀时代，各国央行准备升息，会为马股乃至全球市场带来什么样的影响？
政局风云再起，第15届全国大选随时就将举行，国内市场是否也将继续动荡？

1月3日，星期一，晚上9点，让拉曼大学商业与金融学院副教授黄锦荣博士，和丰隆投行零售研究主管吴俊声，来和我们一起把脉2022，共同探讨新一年的投资求胜秘笈！

HLIB Head of Retail Research, Mr.Ng Jun Sheng will be live on FB at 9pm tonight!

Please click this link for more info:
https://www.facebook.com/events/d41d8cd9/%E5%88%9B%E5%AF%8C%E8%B4%A2%E4%BB%8Alive-2022%E5%B9%B4-%E9%A9%AC%E8%82%A1%E6%9C%89%E5%B8%8C%E6%9C%9B%E5%90%97/719500219012344/ Open / Comment

2022-01-03 03:43:38 Technical tracker - HLIB Retail Research – 3 January 2022

DNEX (RM0.76) – Up up and away

Transforming into a global and resilient business. Starting with 3 original main clusters (System Integration & Consultancy, Trade Facilitation, and Telco), DNEX had completed its strategic investment in SilTerra and Ping Petroleum in FY21 to venture into the energy and the technology sectors. To recap, the two new divisions contributed 84% of the group revenue in 1QFY22.

Buoyant technology outlook. With semiconductors shortage showing no signs of abating, SilTerra’s wafer per mask layers (WPML) ASP surged 23% YoY from USD16.8 in 1QFY21 to USD20.8 in 1QFY22. Going into FY2022, WPML ASP is expected to stay buoyant, with a high possibility to increase by another 25% to USD25 per mask layer on the back of robust demand, which bodes well to SilTerra’s bottom line. On the other hand, the group initiative on improving productivity will drive its short-term growth prospects. Note that, SilTerra’s wafer Fabout performance has been improving from 91,045 units in 2QFY21 to a record high of 96,141 units in 1QFY22 under this initiative. Apart from its core products, DNEX will allocate ~20% of its wafer capacity to produce new emerging technology platforms such as Silicon Photonics, Life Science, and MEMS in FY23 for the application of Data Science & AI, RF Filters for 5G, and DNA Sequencing, where the ASP is 3x higher than their core products.

Anticipate a robust 2Q and beyond. To recap, with just 2 months of contribution from SilTerra, DNEX posted a core PATAMI of RM41.3m in its 1QFY22 result. Moving forward, DNEX is envisaged to register stronger QoQ results underpinned by (1) full contribution from SilTerra amid higher WPML ASP and better wafer Fabout performance; (2) higher production from Ping Petroleum; (3) trade facilitation division (via regional expansion, deeper B2B offerings and expand into non-National Single Window stakeholders); (4) submarine cable installation arising from growing regional telecommunication connectivity and (5) tapping the RM70bn digital transformation investment plan by 2025.

Range bound. Technically, DNEX is trading within its consolidation area of RM0.735-0.865, with indicators showing uptick bias. A successful breakout above RM0.785 will lift the prices toward RM0.830-0.880 territories. Cut lost at RM0.715


Collection range: RM0.73-0.75-0.76

Upside targets: RM0.81-0.85-0.87

Cut loss: RM0.71

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2022-01-01 07:39:18 Let’s ring in 2022 with happiness and the hope of wonderful things to come. Happy New Year, everyone!  Open / Comment