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2023-03-17 04:16:11 Plastic Packaging Sector - Results Review 4Q 2022 by Kenanga Research

Results largely within expectations and slowing down - Maintain Neutral

Sector top pick is TGUAN (7034) with target price RM3.28

肯纳格(Kenanga)研究部给予塑料包装行业在2022 年第四季度业绩回顾

业绩基本在预期之内，并且正在放缓 — 维持中性

行业首选是通源工业(TGUAN, 7034)，目标价为3.28令吉。 Open / Comment

2023-03-17 04:13:39 Kenanga Research has a technical BUY on SAMAIDEN (0223).

肯纳格(Kenanga)研究部给予Samaiden集团(SAMAIDEN, 0223) 技术买入评级。

#TradingIdeas Open / Comment

2023-03-16 16:11:56 Credit Suisse Group AG (CS) to borrow up to nearly US$54bn from Swiss National Bank.

For more info please refer to our Rakuten Research US Weekly Summary Report

⁃ Credit Suisse Group AG (CS)
⁃ Bank of America (BAC)
⁃ Boeing Co (BA)
⁃ Meta Platforms (META)
⁃ Oracle Corp (ORCL)

Have you bought any of the recommended US stock above?

As at 9pm, Dow Jones Futures 31,960 (-0.42%).

US markets is open from 9.30pm Malaysia time and you can place your orders anytime with real time feed at Rakuten Trade.

Brokerage fee of USD1.88 to USD25.00 with real time data feed for free.

瑞士信贷集团(Credit Suisse Group AG, CS)将从瑞士国家银行(Swiss National Bank)借款近540亿美元。

欲了解更多信息，请参阅我们乐天交易的研究团队对美股周总结报告。

⁃ 瑞士信贷集团股份有限公司 (Credit Suisse Group AG, CS)
⁃ 美國银行 (Bank of America, BAC)
⁃ 波音公司 (Boeing Co, BA)
⁃ Meta Platforms (META)
⁃ 甲骨文公司 (Oracle Corp, ORCL)

以上推荐的美股，您投资了吗？

截至晚上 9 点，道琼斯期货 31,960 (-0.42%)。

美股从马来西亚时间晚上9点30分开始交易，您可以随时通过 Rakuten Trade 的实时数据馈送下美股的订单。

我们的佣金从1.88 美元至25.00美元之间，以及免费提供实时数据。 Open / Comment

2023-03-16 04:20:16 Open / Comment

2023-03-16 04:13:11 HK market earnings result (08-14.03.23)

China Unicom Hong Kong Ltd (762-HK)
Missed Q4FY22 earnings estimate
Last traded price – HKD5.80
Bloomberg consensus:
Target price – HKD7.91
20 Buys and 4 Holds

Cathay Pacific Airways Ltd (293-HK)
Missed FY22 earnings estimate
Last traded price – HKD7.32
Bloomberg consensus:
Target price – HKD9.25
9 Buys, 5 Holds, and 1 Sell

AIA Group Ltd (1299-HK)
Missed FY22 earnings estimate
Last traded price – HKD80.50
Bloomberg consensus:
Target price – HKD105.60
39 Buys and 1 Hold

Wharf Holdings Ltd/The (4-HK)
Missed FY22 earnings estimate
Last traded price – HKD17.86
Bloomberg consensus:
Target price – HKD23.24
6 Buys, 4 Holds, and 1 Sell

MTR Corp Ltd (66-HK)
Missed FY22 earnings estimate
Last traded price – HKD39.00
Bloomberg consensus:
Target price – HKD46.05
8 Buys, 2 Holds, and 1 Sell

Swire Pacific Ltd (19-HK)
Missed FY22 earnings estimate
Last traded price – HKD60.55
Bloomberg consensus:
Target price – HKD72.93
5 Buys, 2 Holds, and 1 Sell

SJM Holdings Ltd (880-HK)
Missed Q4FY22 earnings estimate
Last traded price – HKD3.65
Bloomberg consensus:
Target price – HKD4.76
7 Buys, 9 Holds, and 1 Sell

Swire Properties Ltd (1972-HK)
Beat FY22 earnings estimate
Last traded price – HKD20.40
Bloomberg consensus:
Target price – HKD24.35
8 Buys, 2 Holds, and 4 Sells

HK Electric Investments & HK Electric Investments Ltd (2638-HK)
Missed FY22 earnings estimate
Last traded price – HKD5.06
Bloomberg consensus:
Target price – HKD5.77
4 Buys and 1 Sell

As at 9 am, Hang Seng Index 19,539.87 (+1.52%).

HK markets is open from 9.30am Malaysia time at Rakuten Trade.

Brokerage fee of RM7 to RM100 with real time data feed for free till 31/03/2023. Open / Comment

2023-03-16 04:08:46 Open / Comment

2023-03-15 16:18:11 美国银行从当前的硅谷银行恐慌中受益！

在新冠疫情和银行倒闭事件期间，由于客户和企业因经济刺激措施而将现金存起来，华尔街银行的存款激增。

美国银行(Bank of America Corp, BAC) 在短短几天内吸纳了超过150亿美元的新存款，成为继三家规模较小的银行倒闭打击了人们对地区性银行安全性的信心之后，成为最大的受益者之一。美国银行发言人拒绝置评。

摩根大通(JPMorgan Chase Co, JPM)、花旗集团(Citigroup Inc, C)和富国银行(Wells Fargo Co, WFC)等其他银行的新增存款也达到了数十亿美元，但具体数字尚未披露。

美国银行公布的22财年第四季度财报好于预期。美国银行的报告显示，第四季度收入为245亿美元，同比增长11%。净利润为71亿美元，同比增长1.70%。稀释后每股收益(EPS)为0.85美元，增长3.66%，超出分析师预期的每股 0.778 美元。

美国银行首席执行官Brian Moynihan表示，第四季度利率上升和贷款增长带来的利息收入大幅增长提振了这一业绩。这一点，再加上费用管理，帮助该银行连续第六个季度提高了运营杠杆率。管理层认为，他们将在 2023 年开始为客户、股东和他们所服务的社区提供服务。

美国银行的股价今年迄今 (1年) 已下跌了30.70% ，该公司的收盘价为28.75美元。

彭博的一致评级为14次买入、11次持有，和2次卖出，以及认为该公司的12个月目标价为40.30美元。

资料来源：彭博、美国银行官网，全国广播公司商业频道

截至晚上 9 点，道琼斯期货 31,779 (-1.92%)。

美股从马来西亚时间晚上9点30分开始交易，您可以随时通过 Rakuten Trade 的实时数据馈送下美股的订单。

我们的佣金从1.88美元至25.00美元之间，以及免费提供实时数据。 Open / Comment

2023-03-15 16:13:13 Bank of America beneficiary from current SVB scare!

Wall Street banks saw a surge in deposits during the pandemic and the bank collapse case, as customers and businesses stashed away cash from stimulus measures.

Bank of America Corp (BAC) has taken in more than US$15 billion in new deposits in just a few days and become one of the biggest gainers after the collapse of three smaller banks dented confidence in the safety of regional lenders. A spokesperson for Bank of American declined to comment.

Other banks like JPMorgan Chase & Co (JPM), Citigroup Inc (C) and Wells Fargo & Co (WFC) also ranked in billions in new deposits, however, the figures have yet to be disclosed.

Bank of America reported better than expected fourth quarter FY22. From the report, Bank of America showed the revenue for the fourth quarter was US$24.5 billion, up 11%. Net profit was US$7.1 billion and increased 1.70% year-on-year. Diluted earnings per share (EPS) was US$0.85 per share, up 3.66%, beating analysts’ expectations of US$0.778 per share.

Bank of America CEO Brian Moynihan mentioned that the results were boosted by sizeable gains in interest income benefit from higher rates and loan growth in the fourth quarter. That, coupled with expense management, helped drive operating leverage for the sixth consecutive quarter. The management level believes they will position as we begin 2023 to deliver for clients, shareholders, and communities they serve.

The share price of Bank of America is down -30.70% year-to-date (1-year), and the last price was US$28.75

Bloomberg consensus rating has 14 Buys, 11 Holds, and 2 Sells with a 12-month target price of US$40.30

Sources: Bloomberg, Bank of American, CNBC

As at 9pm, Dow Jones Futures 31,779 (-1.92%).

US markets is open from 9.30pm Malaysia time and you can place your orders anytime with real time feed at Rakuten Trade.

Brokerage fee of USD1.88 to USD25.00 with real time data feed for free. Open / Comment

2023-03-15 05:52:25 Oppstar Bhd (0275) made a roaring start opening at RM2.05 and dipped to RM2.00 before heading to high 2.19 and now stabilising at RM2.15 level.

UOB Kay Hian has initiate coverage with target price of RM2.28 and RM3.20! Happy trading.

Oppstar公司(Oppstar Bhd, 0275) 以 2.05 令吉开盘大涨，随后跌至 2.00 令吉，然后升至2.19令吉，现在稳定在2.15令吉水平。

大华继显(UOB Kay Hian)首次覆盖该集团的报告，目标价分别为 2.28 令吉和 3.20 令吉！ 祝交易愉快。 Open / Comment

2023-03-15 05:48:06 Construction Sector - Results Review 4Q 2022 by Kenanga Research

Turning the corner and FY23 would be better - Maintain Overweight

Top picks:

SUNCON (5263) Target price RM2.13
KERJAYA (7161) Target price RM1.50
WCT (9678) Target price RM0.60
KIMLUN (5171) Target price RM1.12
GAMUDA (5398) Target price RM5.15

肯纳格(Kenanga)研究部给予建筑行业在2022 年第四季度业绩回顾

转折点和23财年业绩会更好 - 维持增持

以下是首选股：-

双威建筑 (SUNCON, 5263) 目标价为2.13令吉
Kerjaya集团 (KERJAYA, 7161) 目标价为1.50令吉
WCT控股 (WCT, 9678) 目标价为0.60令吉
金轮企业 (KIMLUN, 5171) 目标价为1.12令吉
金务大 (GAMUDA, 5398) 目标价为5.15令吉 Open / Comment