Thursday, August 27, 2015

Affin Hwang Capital Daily Insight (LV) - 27 August 2015 - IHH / SIME / GENT / HLBK / GENM / MMC / UMW / SUPERMX / PARKSON / MCIL / ECONOMY - SEC

Top Calls

Results Note IHH Healthcare (BUY, maintain)

- Robust 2Q15 earnings

IHH Healthcare (IHH)
s 1H15 earnings are in line with our and consensus expectations. The strong earnings growth can be attributed to an increase in patient volume and overall higher revenue intensity per patient. We continue to like the Group for its aggressive yet well-managed expansion projects, riding on robust healthcare services demand in its home markets. Maintain BUY at TP of RM 6.71


Other Calls

Results Note Sime Darby (HOLD, maintain)

- Stronger-than-expected 4QFY15

Results Note Genting (BUY, maintain)

- Oil & gas the surprise performer

Results Note Hong Leong Bank (BUY, maintain)

- 4Q15 bolsters FY15 results amidst challenges

Results Note Genting Msia (HOLD, maintain)

- A relatively resilient quarter

Results Note MMC (BUY, maintain)

- Expect a better 2H15

Results Note UMW (HOLD, maintain)

- Bracing for challenges


Results Note Parkson (HOLD, maintain) -

- An unexciting close to FY15


Economy Special Economic Committee (SEC)

- Malaysia setting up SEC to address economic woes



For important disclosures, please refer to the Disclosure section at the end of the individual linked research reports.

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