Market Watch

Lee Cheng Hooi, Regional Chartist at Maybank Kim Eng talks about where the KLCI is headed this week, as well as his buy call on TAS Offshore, and sells on Kossan Rubber Industries and UEM Sunrise. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

We ask Daryl Guppy, founder and CEO of Guppytraders.com whether credit bubbles mean doom & gloom. See omnystudio.com/listener for privacy information.

Mohshin Aziz, analyst at Maybank Investment Bank discusses MAHB: - Q3 results vs expectations - Formation of National Aviation Policy, announced at Budget 2014  - 6% GST negative for airline profits  - passenger traffic assumptions - valuation: raised target price of RM7.70 from RM7.20, with a Hold call  BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy...

Alia Arwina, RHB Research analyst talks about KLCC's recent results: - highlights from KLCC's Q3 results - dividend yields of 4-5% pa, total dividends per share at 20.23 sen in 9M13 - vs full year forecast and other REITs - renewal of triple net lease for the Petronas Twin Towers for another 15 years - rates? - weighing risk of more malls vs Twin Towers being an essential photo op for tourists - m...

Jigar Shah, Head of Research at Maybank Kim Eng talks about:  - India's repo rate raised by 25bps and Marginal Standing Facility lowered by the same amount. Though this should help with fighting inflation, how much would it cost in terms of economic growth - RBI stressed that it expects GDP growth to pick up in the 2nd half of the current fiscal year - agree? - Indian equities went nearly 2%...

Ben Le Brun, Market Analyst of Option Xpress in Sydney talks about the markets running on the US' QE programme, and whether there will be a hard landing once the stimulus stops. He also discusses the recent talk by Moody's about downgrading New Zealand as well as his outlook on the Aussie dollar. See omnystudio.com/listener for privacy information.

We look at 1818C4 Bursa Malaysia warrants and 6947CV Digi warrants in this week's episode of Warrants Wednesday.  See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Regional Chartist at Maybank Kim Eng tells us where he thinks the KLCI's headed for the next week. He also discusses three technical buys ie Focal Aims, GHL Systems and Inari. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses the possibility of a property sector-led China slump, share market and S&P outlook and a timetable for tapering. See omnystudio.com/listener for privacy information.

Chi Lo,Senior Strategist for Greater China at BNP Paribas Investment Partners Asia Limited, Hong Kong talks about the ASEAN Economic Community (AEC) which is due to take place in 2015. He discusses sharing sovereignty, China's perception of ASEAN and AEC, as well as how companies could best appeal across ASEAN. He ends with what investors should be watching closely for.  See omnystudio.com/li...

Bobby Lu, analyst at Maybank Kim Eng, Singapore talks about the rise of pawnbrokers in Singapore: - growth drivers - replacing loan sharks? - their cashflow - gold price volatility - ValueMax debuts on SGX tomorrow, third pawnbroker to be listed. 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 talks about what to expect in the coming months as 2013 wraps up. He discusses whether to hold in the market and sell, as well as what earnings to look forward to in the coming weeks. He also talks about the signs of recovery in Europe and whether it will continue. Se...

Kara Ordway, Senior Market Maker at City Index Australia  discusses the reasoning of continuing to hold USD as a reserve  currency and what will this mean for emerging market currencies as the  year wraps up. She also discusses the ongoing situation in Europe and  the health of the Chinese economy. See omnystudio.com/listener for privacy information.

Tan Teng Boo, MD at Capital Dynamics Asset Management Sdn Bhd talks about its upcoming investor day, why iCapital still trades at a 20% discount to NAV and  why he was reluctant to let substantial investors who were looking to find ways to narrow the NAV discount on his board.  See omnystudio.com/listener for privacy information.

Jacqueline Ko, analyst at Maybank Kim Eng, Hong Kong talks about Prince Frog International shares' tumbling recently after  short seller's (Glaucus) report that Prince Frog overstated its revenue. She also discusses:  - management's response to these claims - discrepancy in research data regarding brand recognition, and its financials vs tax  - third rumour attack against Prince Fro...

Ben LeBrun, Market Analyst @ Options Express in Sydney discusses ECB stress tests, emerging market gains, speculated share buyback at Apple and BHP Billiton raising full-year iron ore production forecast. See omnystudio.com/listener for privacy information.

Dr Michael Yoshikami discusses big banking fines, US economic activity and Lenovo's overtures to Blackberry See omnystudio.com/listener for privacy information.

With the KLCI closing above the 1,800 psychological level yesterday, Lee Cheng Hooi, Regional Chartist at Maybank Kim Eng talks about the likelihood of the market trending upwards. He also picks three technical buy calls: Hap Seng Consolidated, Zhulian, Perak Corp. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Avtar Sandu, Senior Commodities Manager at Phillip Futures talks about: - crude oil staying below $100 a barrel - the Iran factor in crude oil market  - gold held losses for a third day, down 22% this year - bearish or bullish - recommendations See omnystudio.com/listener for privacy information.

Benjamin Oh, analyst at Maybank Kim Eng, Singapore talked about the Myanmar investment story: -  gas pipeline was recently launched between China and Myanmar - sign of warming bilateral ties? - with a few SGX companies experiencing delays in their projects, how long should investors be prepared to wait before results materialise - ethnic conflicts and worries about a restive military - top pi...

Benny Lee, Chief Market Strategist of Jupiter Securities expects trading on the KLCI this week to be cautious post UMNO elections and with Budget 2014 coming up this Friday. We also discuss a couple of stocks in the news, including Felda, Mudajaya and Oriental Interest. Stocks to consider for short term trading include Poh Huat Resources and PJ Development. See omnystudio.com/listener for privacy...

Ong Chee Ting, analyst at Maybank Investment Bank talks about Felda Global Ventures: - recent acquisition of remaining stake in Felda Holdings - acquisition price of Pontian United Plantation - serviced apartments in bayswater, London - expansion plans in ASEAN and Africa - negative EPS growth in FY2012and FY13F, but forecast 46% EPS growth in FY14F - how? - wishlist for Budget 2014 He has raised...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York talks about the current earnings season on The Street, in particular tech stocks as Google goes past USD1000. He talks about what to look out for the rest of the week and whether the recovery in Europe is real. See omnystudio.com/listener for privacy information.

Top Glove Bhd Managing Director Lee Kim Meow talks about new product line Thermoplastic Elastomer (TPE) gloves, plans for nitrile expansion, why its pricing for nitrile gloves is lower than Hartalega's and how they turned Medi-Flex around.  See omnystudio.com/listener for privacy information.

Desmond Chng, research analyst at Maybank Investment Bank starts off with what Budget 2014 could hold in store for the banking sector. He then goes on to discuss Hong Leong Bank: - new CEO - first impressions - SME lending - growth from which industries - achieving 10% loan growth target for FY2014 vs 7% for FY2013 - leveraging on 304 branches (vs CIMB's 316) - ratios vs industry average Hong Leon...