Stocks to Rally 50% on Growing Capex

Malaysia grabbed headlines late last week when it announced an oil and gas project worth $20 billion in the southern state of Johor. State-run oil major Petronas [PNAGF Unavailable () ] will build an integrated refinery and petrochemical complex and raise the country's total refining capacity to almost 1 million barrels per day.

“The 10 percent gain may look modest, but don’t forget that Malaysian stocks yield around 5 percent. That means you could be looking at total gain of 15 percent, which is pretty decent,” said Wong.

What is DY ?

DY=Dividend yield

What is EPS ?

EPS= Earning Per Share

AIRASIA BERHAD

Company Name	:	AIRASIA BERHAD
Stock Name	:	AIRASIA
Date Announced	:	23/06/2011

Type	:	Announcement
Subject	:	OTHERS
Description	:	PURCHASE OF 200 AIRBUS A320 NEO AIRCRAFT BY AIRASIA BERHAD
Attachments	:	Purchase of Airbus A320 Neo.pdf
Announcement Details/Table Section : AirAsia Berhad (“AirAsia” or “the Company”) is pleased to announce that it has signed a Purchase Agreement with Airbus S.A.S (“Airbus”) to purchase two hundred (200) Airbus A320 NEO aircraft (“A320 NEO Aircraft”). With the purchase of the A320 NEO Aircraft, the aggregate total of AirAsia’s aircraft order for the AirAsia Group including the current A320 aircraft will be three hundred and seventy five (375) aircraft orders comprising one hundred and seventy five (175) firm orders of the current A320 aircraft and two hundred (200) firm orders of the A320 NEO Aircraft. The A320 NEO Aircraft shall be equipped with set of a new engine type developed by CFM International called the LEAP-X1A26 engine (“the LEAP-X Engine”). In respect of the LEAP-X Engine, the Company has also signed a Purchase Agreement together with the Rate per Flight Hour Agreement for engine maintenance services (collectively “the LEAP-X Engine Agreements”). The A320 NEO Aircraft Purchase Agreement and the LEAP-X Engine Agreements were signed in Paris on 23rd June 2011. Kindly refer to the attachment for further details. This announcement is dated 23rd June 2011.

RHB CAPITAL BERHAD

General Announcement

Reference No MI-110623-70903

Submitting Merchant Bank	:	RHB INVESTMENT BANK BERHAD
Company Name	:	RHB CAPITAL BERHAD
Stock Name	:	RHBCAP
Date Announced	:	23/06/2011

Type	:	Announcement
Subject	:	OTHERS
Description	:	RHB CAPITAL BERHAD (“COMPANY”) NEGOTIATIONS FOR A POSSIBLE MERGER OF THE BUSINESSES OF RHB CAPITAL BERHAD WITH THOSE OF CIMB GROUP HOLDINGS BERHAD AND ITS WHOLLY OWNED SUBSIDIARY, CIMB GROUP SDN BHD (COLLECTIVELY KNOWN AS “CIMB GROUP”) OR MALAYAN BANKING BERHAD (“MAYBANK”) (“PROPOSED NEGOTIATIONS”)

SUPERBULL for KLSE 2011

4Q2010 to 1Q2011 will be SUPERBULL for KLSE. Foreign investors will pump in huge amount of liquidity into stock market. Cheap money will always go to highest yielding asset. Comparing all the countries in Asia, Malaysia is on the radar now.Malaysia has a lot of undervalued good paying dividend companies with low PE.

Big cap companies have ran up a lot recently so the focus will shift to second liners.Make sure you pick/hold your portfolio to ride on the bull.Don't sell too soon..not until the stock is fully valued.There will be more corporate activities coming up in these few months.Take note of companies selling below their net current asset.They are ripe for pickings.