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Selasa, 10 Mei 2011

Market outlook - 1Q11 results recap: driven by resources and banks (JCI Target upgraded to 4,370) - CIMB

~ We lift our end-CY11 index target to 4,370 from 4,330 following 1Q11 results which were slightly above expectations.
~ Our new target remains bottom-up, implying unchanged 17x and 14x CY11-12 P/Es.
~ Resources (+42% yoy) were the star performers, together with banks (+38%).
~ Lacklustre results came from telcos (+8%).
~ Consumer earnings grew 17%, similar to that clocked by industrials and basic materials.
~ Aggregate core profit grew 30% yoy, while net gearing declined 6% qoq to 14%.
~ The strong earnings momentum and benign inflation justified the 0.8-pt P/E expansion over the past three months.
~ Meanwhile, foreign fund flows have been positive for six consecutive weeks while the local appetite remains strong.
~ Key market risk is still high oil prices.
~ Consumer stocks remain our top picks, while we advocate selective picks of banks with strong growth, and coal on cyclical growth.
Posted by Saham Pilihan at 05.52

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