Rakuten Trade Ideas 🎯

2023-04-10 03:38:41 Seaport and Logistics Sector Update by Kenanga Research

Maintain Neutral call amidst global economic uncertainty, however there are bright spot in our domestic logistics!

Top picks:-

BIPORT (5032)
Steady income stream from LNG business and growth potential from Salamaju Industrial port
Target price RM6.00

SWIFT (5303)
Market leading position 10% and higher margins 10% vs industry average 4% and warehouse business riding on domestic e-commerce
Target price RM1.00

肯纳格(Kenanga)研究部给予港口和物流业更新

在全球经济不明朗的情况下，肯纳格研究部给予该行业维持中性的评级，但国内物流有亮点！

以下是首选股：-

民都鲁港口 (BIPORT, 5032)
来自液化天然气(LNG)业务的稳定收入来源和Salamaju 工业港的增长潜力
目标价为6.00令吉

Swift 物流 (SWIFT, 5303)
与该行业的平均水平仅为4%的当下，该公司领先市场占有率接近10%和利润率高达10%，以及仓储业务依赖国内电子商务
目标价为1.00令吉 Open / Comment

2023-04-07 12:30:32 [ 𝐑𝐞𝐦𝐢𝐧𝐝𝐞𝐫 ]

The Hong Kong market will be closed on both Friday (Apr 7th) for Good Friday, and Monday (Apr 10th) for Easter Monday. ​

Similarly, the US market will be closed on Friday (Apr 7th) for Good Friday. ​

You can, though, place your orders and it will be in queue for trading when the market reopens. ​

On the other hand, Bursa market is OPEN as normal for trading. Take advantage of our super low brokerage rates and continue investing in the market with us. ​

Happy trading!

香港市场将在星期五(4月7日)的耶稣受难日和星期一(4月10日)的复活节星期一休市。

同样，美国市场将在星期五(4月7日)因耶稣受难日休市。

然而，您仍然可以继续在市场重新开市时的任何时间下交易订单。

另一方面，马股照常开放交易。我们拥有超低的经纪费率，继续与我们一起投资市场吧。

祝交易愉快！ Open / Comment

2023-04-07 09:58:10 Rakuten Trade Ideas pinned a photo Open / Comment

2023-04-07 09:58:07 [𝐔.𝐒. 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 𝐖𝐞𝐛𝐢𝐧𝐚𝐫 𝐨𝐧 𝟏𝟑 𝐀𝐩𝐫𝐢𝐥 @ 𝟖𝐩𝐦!]

Navigate NYSE/NASDAQ by knowing how the latest events and changing landscape will affect the U.S. Markets. Learn how to plan your investment strategies more effectively!

Key-Takeaways:

Upcoming U.S. Market Outlook
Risk and Opportunities
How to prepare for dynamic changes in the market being a new norm

Tune in live via Facebook and YouTube on 13 April, 8:00pm.

Get 𝐑𝐌𝟏𝟐.𝟖𝟖 𝐁𝐫𝐨𝐤𝐞𝐫𝐚𝐠𝐞 𝐑𝐞𝐛𝐚𝐭𝐞* when you attend and submit feedback form by 11:59pm, 13 April 2023.

*T&C Apply

Facebook https://bit.ly/3Gp4M5i
YouTube http://bit.ly/3KFJWkz

See you! Open / Comment

2023-04-07 04:05:39 Kenanga Research has a technical BUY on ELSOFT (0090) on the verge of breakout with target price of RM0.69 and RM0.755!

肯纳格(Kenanga)研究部给予ELSOFT科研(ELSOFT, 0090)技术买入评级，预计即将突破，目标价分别为0.69令吉 和 0.755令吉！

#TradingIdeas Open / Comment

2023-04-07 03:57:41 Automotive Sector Update by Kenanga Research - Maintain Overweight

On track for another record year in 2023 matching 2022, with current backlog bookings of 350k.

New attractive car models driving sales

Sector Top Picks:-
MBMR (5983) Target price RM4.60 and dividend yield of about 7%

BAUTO (5248) Target price RM2.90 and dividend yield of about 7%

肯纳格(Kenanga)研究部给予汽车行业更新 — 维持增持

2023年将是另一个创纪录的年份，与2022年持平，目前积压的预订量为35万。

有吸引人的新车型，并推动了销售

以下是该行业的首选股：-
MBM资源有限公司 (MBMR, 5983) 目标价为4.60令吉，及股息收益率约7%

柏马汽车 (BAUTO, 5248) 目标价为2.90令吉，及股息收益率约7% Open / Comment

2023-04-06 16:12:18 FedEx Corp (FDX) said it will consolidate its separate delivery companies into a single entity.

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

⁃ Walmart Inc (WMT)
⁃ FedEx Corp (FDX)
⁃ Microsoft Corp (MSFT)
⁃ Qualcomm Inc (QCOM)
⁃ Alphabet Inc-CL A (GOOGL)

Have you bought any of the recommended US stock above?

As at 9pm, Dow Jones Futures 33,622 (-0.10%).

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.

联邦快递 (FDX) 表示将把其独立的快递公司合并为一个实体。

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。

⁃ 沃尔玛 (Walmart Inc, WMT)
⁃ 联邦快递公司 (FedEx Corp, FDX)
⁃ 微软公司 (Microsoft Corp, MSFT)
⁃ 高通公司 (Qualcomm Inc, QCOM)
⁃ Alphabet Inc-CL A, GOOGL

以上推荐的美股，您投资了吗？

截至晚上 9 点，道琼斯期货 33,622 (-0.10%)

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

2023-04-06 05:09:14 HK market earnings results (29.03-04.04) Part 2

Sino Biopharmaceutical Ltd 中国生物制药有限公司 (1177-HK)
Missed FY22 earnings estimate
Last traded price – HKD4.11
Bloomberg consensus:
Target price – HKD6.60
29 Buys and 2 Holds

COSCO SHIPPING Ports Ltd 中远海运港口 (1199-HK)
Missed FY22 earnings estimate
Last traded price – HKD4.93
Bloomberg consensus:
Target price – HKD6.50
8 Buys and 2 Holds

Brilliance China Automotive Holdings Ltd 华晨中国汽车控股有限公司 (1114-HK)
Beat FY22 earnings estimate
Last traded price – HKD3.32
Bloomberg consensus:
Target price – HKD4.78
5 Buys, 3 Holds and 2 Sells

Kerry Properties Ltd 嘉里建設有限公司 (683-HK)
Missed FY22 earnings estimate
Last traded price – HKD19.86
Bloomberg consensus:
Target price – HKD24.25
9 Buys and 1 Hold

China Everbright Environment Group Ltd 中国光大环境（集团）有限公司 (257-HK)
Missed FY22 earnings estimate
Last traded price – HKD3.34
Bloomberg consensus:
Target price – HKD4.11
11 Buys, 4 Holds and 1 Sell

Beijing Enterprises Water Group Ltd 北控水务集团有限公司(371-HK)
Missed FY22 earnings estimate
Last traded price – HKD1.93
Bloomberg consensus:
Target price – HKD2.12
6 Buys, 2 Holds and 1 Sell

Guangdong Investment Ltd 粤海投資有限公司 (270-HK)
Missed FY22 earnings estimate
Last traded price – HKD7.53
Bloomberg consensus:
Target price – HKD9.68
7 Buys and 1 Hold

GCL Technology Holdings Ltd 协鑫科技控股有限公司 (3800-HK)
Beat FY22 earnings estimate
Last traded price – HKD1.98
Bloomberg consensus:
Target price – HKD3.61
12 Buys and 1 Hold

China Resources Gas Group Ltd 华润燃气控股有限公司(1193-HK)
Missed FY22 earnings estimate
Last traded price – HKD26.60
Bloomberg consensus:
Target price – HKD33.87
15 Buys, 6 Holds and 1 Sell

China Merchants Port Holdings Co Ltd 招商局港口控股有限公司(144-HK)
Missed FY22 earnings estimate
Last traded price – HKD11.20
Bloomberg consensus:
Target price – HKD13.66
8 Buys and 4 Holds

Vobile Group Ltd 阜博集团有限公司 (3738-HK)
Missed FY22 earnings estimate
Last traded price – HKD3.62
Bloomberg consensus:
Target price – HKD5.64
12 Buys

Beijing Enterprises Holdings Ltd 北京控股有限公司 (392-HK)
Missed FY22 earnings estimate
Last traded price – HKD28.65
Bloomberg consensus:
Target price – HKD32.22
5 Buys, 1 Hold and 1 Sell

JS Global Lifestyle Co Ltd JS环球生活有限公司 (1691-HK)
Missed FY22 earnings estimate
Last traded price – HKD7.74
Bloomberg consensus:
Target price – HKD10.09
22 Buys, 3 Holds and 1 Sell Open / Comment

2023-04-06 04:35:00 HK market earnings results (29.03-04.04) Part 1

China Construction Bank Corp 中国建设银行股份有限公司 (939-HK)
Beat FY22 earnings estimate
Last traded price – HKD5.10
Bloomberg consensus:
Target price – HKD6.56
29 Buys and 1 Hold

China Mengniu Dairy Co Ltd 中国蒙牛乳业有限公司 (2319-HK)
Missed FY22 earnings estimate
Last traded price – HKD32.55
Bloomberg consensus:
Target price – HKD44.25
38 Buys

Kuaishou Technology 北京快手科技有限公司 (1024-HK)
Missed FY22 earnings estimate
Last traded price – HKD56.90
Bloomberg consensus:
Target price – HKD84.87
53 Buys, 3 Holds, and 1 Sell

China Resources Land Ltd 华润置地有限公司 (1109-HK)
Missed FY22 earnings estimate
Last traded price – HKD36.10
Bloomberg consensus:
Target price – HKD45.95
33 Buys

Country Garden Services Holdings Co Ltd 碧桂园服务控股有限公司 (6098-HK)
Missed FY22 earnings estimate
Last traded price – HKD13.12
Bloomberg consensus:
Target price – HKD24.57
34 Buys, 2 Holds and 1 Sell

Country Garden Holdings Co Ltd 碧桂园控股有限公司 (2007-HK)
Missed FY22 earnings estimate
Last traded price – HKD2.10
Bloomberg consensus:
Target price – HKD3.18
14 Buys, 10 Holds and 2 Sells

CNOOC Ltd 中国海洋石油集团有限公司 (883-HK)
Beat FY22 earnings estimate
Last traded price – HKD12.30
Bloomberg consensus:
Target price – HKD14.44
22 Buys and 1 Hold

PetroChina Co Ltd 中国石油天然气股份有限公司 (857-HK)
Beat FY22 earnings estimate
Last traded price – HKD4.82
Bloomberg consensus:
Target price – HKD5.12
16 Buys, 2 Holds and 1 Sell

BOC Hong Kong Holdings Ltd 中银香港(控股)有限公司 (2388-HK)
Missed FY22 earnings estimate
Last traded price – HKD24.70
Bloomberg consensus:
Target price – HKD32.78
14 Buys and 1 Hold

Haidilao International Holding Ltd 海底捞国际控股有限公司(6862-HK)
Beat FY22 earnings estimate
Last traded price – HKD20.40
Bloomberg consensus:
Target price – HKD23.99
28 Buys, 9 Holds and 4 Sells

Bank of China Ltd 中国银行股份有限公司 (3988-HK)
Beat FY22 earnings estimate
Last traded price – HKD3.03
Bloomberg consensus:
Target price – HKD3.62
22 Buys and 3 Holds

Haier Smart Home Co Ltd 海尔智家股份有限公司 (6690-HK)
Missed FY22 earnings estimate
Last traded price – HKD23.65
Bloomberg consensus:
Target price – HKD33.27
20 Buys and 2 Holds

Industrial & Commercial Bank of China Ltd 中国工商银行 (1398-HK)
Missed FY22 earnings estimate
Last traded price – HKD4.15
Bloomberg consensus:
Target price – HKD5.32
26 Buys and 3 Holds

CITIC Ltd 中国中信集团有限公司 (267-HK)
Missed FY22 earnings estimate
Last traded price – HKD9.12
Bloomberg consensus:
Target price – HKD9.85
3 Buys, 2 Holds and 1 Sell

China Overseas Land & Investment Ltd 中国海外发展有限公司 (688-HK)
Missed FY22 earnings estimate
Last traded price – HKD20.05
Bloomberg consensus:
Target price – HKD25.26
33 Buys and 1 Hold

As at 9 am, Hang Seng Index 20,274.59 (-0.66%).

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

2023-04-06 03:58:11 Malaysia REITs Sector Update by Kenanga Research - Maintain Neutral

Valuation wise, sector top pick is PAVREIT (5212) with proposed acquisition and corporate excercise. Target price RM1.43

肯纳格(Kenanga)研究部给予马来西亚房地产投资信托基金行业更新 — 维持中性

估值方面，行业首选是柏威年产托 (PAVREIT, 5212)，该公司计划进行收购和企业行权。目标价为1.43令吉。 Open / Comment