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Sector Note
by Chee
Ting Ong
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The Malaysian Palm Oil Board’s (MPOB) Dec 2015
stockpile provided some relief with seasonally low CPO output and
resilient exports. We anticipate further decline in stockpile in the
coming months on seasonally low production. While maintaining our 12M
NEUTRAL view, we advocate a trading strategy in 1H16, as El Nino
provides for a situational play. BUYs in the region are AALI, TAH,
SOP, and BPlant. SELL FGV.
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Economics Research
by
Suhaimi Ilias
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Industrial production (IP) growth in Nov 2015 slowed
sharply to +1.8% YoY on lower mining output (-4.1% YoY) and slower
growth in manufacturing output (+4.1% YoY) and electricity output
(+2.0% YoY). It also slowed to +3.0% YoY in Oct-Nov 2015 (3Q 2015: +4.7%
YoY), signaling further slowdown in real GDP growth in 4Q 2015 (3Q
2015: 4.7% YoY; 2Q 2015: +4.9% YoY; 1Q 2015: +5.6% YoY).
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Suhaimi Ilias
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Zamros
Dzulkafli
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Technical Research
by Lee
Cheng Hooi
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A very bad
sinking feeling
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The FBMKLCI lost 20.02 points to close at 1,637.59
yesterday, while the FBMEMAS and FBM100 fell 128.63 points and 128.46
points, respectively. In terms of market breadth, the gainer-to-loser
ratio was 301-to-656, while 303 counters were unchanged. A total of
1.91b shares were traded valued at MYR1.95b.
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