Market Watch

Wong Chew Hann, Head of Research at Maybank Investment Bank talked about Malaysia's 3Q2013 GDP. Q3 GDP grew faster at 5% compared to 4.4% in Q2 due to a rise in domestic demand and recovery in exports. She talked about: - her reaction to the news - major areas that contributed to this growth - full year GDP forecast - rates - status quo? - more volatility in RM vs USD BFM's Khoo Hsien Chun speaks...

Dodge O. Dorland talks about the Fed's consideration to tweak the unemployment target, the McKinsey report absolving QE's role in stock markets and China's reforms. See omnystudio.com/listener for privacy information.

Kong Heng Siong, analyst at RHB Research talks about Datasonic, which surged to a new high of RM7.80 earlier this week. He talks about: - government looking to order 10m more new cards worth RM180m-RM190m - who’s behind Dibena Enterprise, the main shareholder who holds 35.7% of Datasonic - key financial ratios - other potential clients, aside from the Malaysian government - main risks to the...

Simon Qian, analyst at Maybank Kim Eng, Hong Kong talks about NetEase: - its onlines games, mobile games; new ones and classics, such as World of Warcraft - gross profit and operating margins  - generating  revenue continually from games - geographic areas - NetEase also does internet applications, cloud music and free email - how it differentiates its services,  from Google's - cur...

Ben LeBrun, market analyst at Options Express in Sydney talks about Janet Yellen's statement on continuing with accommodative monetary policies and China's disappointing reform agenda. See omnystudio.com/listener for privacy information.

Arhnue Tan, analyst at Alliance Research talked about Perisa Petroleum's Q3 results: - Q3 core net profit vs expectations - on track for full year forecast? - Rubicone and Enterprise 3 - likelihood of winning? - maintained Neutral with a Target Price of RM1.36 - no longer a top pick? See omnystudio.com/listener for privacy information.

Howard Wong, Head of Research at Maybank Kim Eng, Hong Kong talks about the recent China reform summit: - key takeaways - promise of more market forces in the economy - potentially interest rate and energy price reform? - there doesn't seem to be any serious effort to reduce the power of state companies in sectors such as banking, energy, telcos and transportation? - potential beneficiaries from f...

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California discusses China party reforms, financial liberalisation, what this will mean for the rest of the world, signs of strength in the U.S. economy, Fed taper talk, its clarity on taper forward guidance and Charles Schwab's view that companies will up capex and stop cutting costs. See omnystudio.com/l...

As quarterly results were just released, we take a closer look at 6012CJ MK Maxis Bhd and 5168WA MK Hartalega.  See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Regional Chartist at Maybank Kim Eng notes that foreign funds have been selling whenever KLCI rebounds. He tells us what the resistanc eand support levels are at for KLCI and his three technical sells: PPB Group, Digi and MRCB. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Suhaimi Ilias, Group Chief Economist at Maybank Investment Bank talks about: - Malaysia’s foreign reserves improved in Oct, up USD0.6bn month-on-month to USD137.1billion. Composition of capital flows for us, in terms of debt and equity markets. - end-2013 foreign reserves estimate, with volatility from risks of the Fed tapering, budget and debt ceiling issues - September IP rose 1% year on y...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management, New York comes on to talk about the last spate of retail earnings and how it will affect the market this week. He also addresses the ongoing plenum in China, and what he hopes to emerge from the talks. See omnystudio.com/listener for privacy information.

Chai Li Shin, analyst at Maybank Investment Bank updates us on progress of SCORE development in Sarawak. We focus on Cahya Mata Sarawak:  - which divisions benefit the most - how CMS could utilise its RM436m cash balance as of June 2013  - outlook for CMS’s cement business - initiated a Buy call at RM7.20 - more on your valuation method BFM's Khoo Hsien Chun speaks with her.&n...

Benny Lee, Chief Market Strategist at Jupiter Securities talks about whether the KLCI could correct further this week. He also examines the charts of Supermax and YTL Power, which were in the news recently. With quite a number of results out this week -  Mah Sing, Hartalega, Maxis, Perisai - he takes a closer look at their charts. He lets us in on what he's up to this week.  See omnystud...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, New York looks into the recent US economic numbers' impact on the market. See omnystudio.com/listener for privacy information.

Mikio Kumada, Executive Director at LGT Capital Partners, Hong Kong talks about China's plans for its economy as well as the European Central Bank's decision to cut rates even further. He also gives his view on the latest earnings season in the US and what investors should look for in the medium to long-term. See omnystudio.com/listener for privacy information.

David Ng, Derivative Product Specialist, of Phillip Futures Malaysia talks about - MPOB report to be released on Monday - impact of CPO prices - update on soybean oil - in September, Dorab Mistry, said he wouldn’t be surprised to see new lows in vegetable oil in early January - looks like his prediction will come true? - odds of adverse weather - expected price range for CPO See omnystudio.c...

Chai Li Shin, analyst at Maybank Investment Bank talks about:  - what triggered Gamuda's offer to raise its stake in KESAS from 30% to 100% - impression that Gamuda could park its toll assets under a business trust - offer’s valid until 18 Nov. Can safely assume it’ll go through? - assuming full acceptance of its acquisition offer, bottomline impact? - how acquisition would almost...

Today on Market Watch, Ben LeBrun of Options Xpress, Sydney gives his take on the record earnings in Australia's banking sector, concerns over a bubble in Australia and the European Central Bank meeting later today. See omnystudio.com/listener for privacy information.

Jeremy Goh of Alliance Research talks about Gamuda's buyout offer for Kesas: - price tag for KESAS make sense? - about Kesas: average daily traffic, growth of traffic volume etc - how much extra net profit, topline for Gamuda, from Kesas’s toll concessions - implications on RNAV, and EPS, dividend yields - the group’s bumper special-dividend plans for FY14/15 still on track? which was...

Ong Seng Yeow, Research Director at Maybank Kim Eng talks about   - when’s QE tapering likely to occur and upcoming IMF conference - what drove recent record high inflows of European and Japanese equity funds  - financials and telco sectors were the top performers last week on the MSCI Asia ex-Japan, with 1.5% and 1.4% WoW gains - what triggered this? - what else he's anticipa...

We discuss 6033CI Petronas Gas warrants and 5141CJ Dayang Enterprise warrants in this week's episode.  See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses: Chinese policy direction, tackling reforms, freeze on stock market listings, recent surges in US-listed Chinese firms, the taper deadline, debt ceiling, and consumer and business confidence.  See omnystudio.com/listener for privacy information.

Mohshin Aziz, analyst at Maybank Investment Bank talks about Invest Malaysia New York - atmosphere, DS Wahid Omar's speech and feedback from investors there. He also listed the companies showcased there.  BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York gives his roundup on the latest earnings season, as well as who surprised and disappointed. He also talks about whether there is anything on the horizon for investors as the year wraps up (short answer: no). See omnystudio.com/listener for privacy information.