RHBInvest Research Sector Call
Thursday, March 3, 2011
Sector Call
Oil & Gas: Petronas 3QFY11 Results
Overweight
Petronas Chemicals: Fair value at RM7.27
Outperform
Dialog: Fair value at RM2.82
Outperform
Petronas Gas: Fair value at RM13.76 Outperform
SapuraCrest: Fair value at RM4.37 Outperform
KNM: Fair value at RM3.45 Outperform
RH Petrogas: Fair value at S$1.55
Outperform
Dayang: Fair value at RM2.60 Outperform
Petra Perdana: Fair value at RM1.16
- Outperform
Kencana: Fair value at RM2.85
- Market Perform
- Underperform
- Maintain Overweight as we expect the domestic sector to remain vibrant.
Corporate Highlights
SP Setia: Outperform
- Showing presence in Cyberjaya
- Maintain Outperform. However, in view of the prevailing weakening equity market sentiment, we take a more prudent valuation and lower our fair value to RM7.30.
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