Bursa Malaysia Stock Watch

This site provides consolidated Bursa Malaysia stock market research, analysis, news and blogs from various sources. You can search and find all the past analysis and coverage on stocks and news by searching within this site. While this blog re-publishes contents from other sites, it does not own the rights nor responsible for the accuracy of the contents. If you disagree to your content from being published here, please add a comment, and your article will be removed from this site.

Showing posts with label TDM. Show all posts

Monday, January 30, 2012

TDM - Unheralded rising star

Underappreciated. Since we highlighted TDM as an undervalued stock in our 2012 outlook report of 6 Jan 2012, share price has appreciated +15%. Still, it remains deep in value, trading at 8.7x 2013 PER with an EV/planted ha of just c.RM27,900 (sector average: RM72,000). The market has also ignored TDM’s long-term growth catalysts, namely the potential doubling of planted area and tripling of hospital beds. TDM could be a strategic privatization target for its relatively low valuation. We attach a fair value of RM5.50 (based on 11x 2013 PER) to TDM. A further re-rating could come in in 2014 when it reaps the benefits of recently planted landbank and its extended hospital chain.

Maybank Research 30 January 2012

Click here for full report

Wednesday, July 28, 2010

Stock to Watch - Tue, 28 July 2010

* IFCA MSC (RM0.18, SELL) – More room to the downside.
* TDM (RM2.22, SELL) – Evening Star seen.
* Daya Materials (RM0.21, BUY) – Potential breakout rally.
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1. IFCA MSC (RM0.18, SELL)

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2. TDM (RM2.22, SELL)

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3. Daya Materials (RM0.21, BUY)