4. HSL
Price when mentioned: RM1.84 (close price on 24-Nov-2010)
Latest market price: RM1.85 (close price on 3-Dec-2010)
How much I think it should worth? RM2.27 to RM2.30 (I quite agree with the target price from some of the research house)
Still attractive? Yes (Proxy to Sarawak election theme play, strong balance sheet with net cash position, upside potential will be the announcement of any future projects won)
5. DRBHCOM
Price when mentioned: RM1.30 (close price on 25-Nov-2010)
Latest market price: RM1.43 (close price on 3-Dec-2010)
How much I think it should worth? RM1.80 (if market agree to 7.39PER)
Still attractive? Yes
6. TM
Price when mentioned: RM3.35 (close price on 26-Nov-2010)
Latest market price: RM3.44 (close price on 3-Dec-2010)
How much I think it should worth? RM3.64 (if market require return of 5.5%, TM forever pay 20 sen dividend yearly)
Still attractive? Yes (Special dividend maybe coming, High Speed Broadband may surprise on the upside, but fixed line telephone likely to face pressure)
This blog is related to observations regarding stocks traded in Malaysia. Disclaimer: The company analysis that appear in this blog is merely facts gathered from different sources and the author's personal view. It is not a buy or sell recommendation. The author do not guarantee the accuracy of the facts being presented. Please consult your investment advisors before acting on any information provided by the analysis above.
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