Earnings Compendium, 4 Mar 2015

		Earnings Growth (%)			PE (x)
		2014 A	2015 F	2016 F	2015 F	2016 F
AmR Universe		(2.7)	7.3	9.3	16.6	15.2
AmR Universe - FBM KLCI @	1,821.3	(3.4)	6.9	9.0	16.9	15.5
Changes for Jan/Feb 2014		Recommendation		Fair Value (RM)
		Current	Previous	Current	Previous
APM Automotive	-	Buy	Buy	5.60	7.20
MBM Resources	-	Buy	Buy	3.70	3.40
UMW Holdings	-	Hold	Hold	11.40	12.20
Ann Joo Resources	-	Buy	Buy	1.56	1.75
Lion Industries	-	Hold	Hold	0.55	0.64
Kimlun Corp	-	Hold	Hold	1.38	1.45
WCT	-	Hold	Buy	1.80	2.68
Bonia	-	Hold	Hold	1.00	1.10
Carlsberg	-	Buy	Hold	13.90	13.50
Cocoaland	-	Buy	Hold	2.15	2.00
Magnum	-	Hold	Hold	3.00	3.20
Genting	-	Hold	Hold	10.15	10.35
Genting Malaysia	-	Hold	Hold	4.18	4.48
IHH Healthcare	-	Hold	Hold	5.40	4.30
Malaysia Airport Holdings	-	Hold	Hold	7.45	7.18
CBIP	-	Hold	Hold	2.33	2.40
Kossan Rubber	-	Buy	Buy	6.20	5.65
Supermax Corp	-	Hold	Hold	2.20	2.40
Media Chinese	-	Hold	Hold	0.75	0.88
Media Prima	-	Hold	Hold	1.80	2.05
Star Publications	-	Hold	Hold	2.40	2.47
Alam Maritim	-	Hold	Hold	0.67	0.70
Bumi Armada	-	Buy	Buy	1.45	1.55
Petronas Gas	-	Hold	Hold	24.40	24.30
Felda Global Ventures	-	Sell	Sell	2.45	2.50
Mah Sing	-	Buy	Buy	3.00	3.80
MRCB	-	Buy	Buy	2.30	2.20
Titijaya	-	Buy	Buy	3.10	3.25
UEM Sunrise	-	Buy	Buy	1.88	2.34
Pos Malaysia	-	Hold	Hold	4.90	5.20
Telekom Malaysia		Hold	Hold	7.20	7.40
Axiata	-	Buy	Hold	7.90	7.60
Airasia	-	Buy	Buy	3.30	3.20
RHB Capital	-	Buy	Hold	9.30	9.50
IJM Corp	-	Buy	Buy	8.20	8.10
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