Market Watch

Benny Lee, Chief Market Strategist at Jupiter Securities talks about:  - likelihood of KLCI rebounding this week - puzzling trades - 30% down in last ten minutes - Batu Kawan, Hap Seng, CBIP, Coastal Contracts and TDM. BST lost some 24% - stocks that fund managers feel could fit EPF's bill are Cahya Mata Sarawak, Press Metal, QL Resources, Coastal Contracts, Kimlun Corp and Sarawak Oil Palms...

Dodge O. Dorland,  Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses implications of the recent FOMC meeting including whether Bernanke jumped the gun about tapering.   See omnystudio.com/listener for privacy information.

On World Market Watch Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong, = explores how tapering will affect Abenomics.  See omnystudio.com/listener for privacy information.

Kong Heng Siong, analyst at RHB Research talks about IHH Healthcare: - impact of upheaval in Turkey on IHH Healthcare's 15 hospitals here - implications of IHH's diminishing debt to equity ratio  - Mount Elizabeth Novena hospital's progress - possible REIT in the longer term - valuation and top pick in healthcare sector See omnystudio.com/listener for privacy information.

Lee Yen Ling, analyst at Maybank Investment Bank talked about mid-cap stock Eversendai: - details of potential job wins - 1QFY13 margins were somewhat low, brighter prospects for Q2, or later?  - which risk weighs the heaviest - how it’s benefiting from JV with Technics Oil & Gas Ltd   - Buy call at RM1.70 - valuation method See omnystudio.com/listener for privacy information.

Alliance Research Head Bernard Ching discusses the merits of the small cap space:  - The FBM Small Cap Index outperformed the KLCI this year, up 28% compared to the KLCI’s 4.8% gain. With more interest in this sector from insti’s like EPF, chances are this would continue for 2H2013?  - outperformers and underperformers based on Q1 results - factors that could prove to be risk...

Ben Le Brun, Market Analyst at Options Express, Sydney talks about tapering comments coming out of the FOMC meeting. See omnystudio.com/listener for privacy information.

Ong Seng Yeow, Research Director at Maybank Kim Eng discusses:  - equity fund flows exiting emerging markets, to the tune of USD6.2bn in week ended 5 June. Where to?  - growth drivers powering this region since China seems to be slowing down - in April - insti investors raised allocation on Singapore and Msia against under-allocation from Korea and Hong Kong. To continue? - what risk-adv...

Lee Cheng Hooi, Head of Retail Research at Maybank Investment Bank talks about KLCI's uptrend, and why he's buying Dialog and Bonia, while selling HwangDBS. See omnystudio.com/listener for privacy information.

We discuss Hartalega  5168WA MK (Hartalega H-CW15) and Luster Industries  5068WA MK (Luster Industries-CW22)  in this week's edition of Wednesday Warrants.  See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management, discusses:  - Fed tapering - rising rates in the US.;   - Whether Fed’s easing program losing its bite;  - Fed easing taper: timeline;  - Concerns - Fed monetary easing exit - "treacherous" - financial instability;  - Presence in Singapore - message to clients - health of Southeast Asian expo...

CIMB, Head of Regional Rates and Forex Suresh Ramanathan discusses recent developments in the forex market:  - yuan advanced the most in 3 weeks after PBOC raised its reference rate to a record. More appreciation possible? Currency strategists are advising investors to sell.  - the euro is this year’s best-performing developed-market currency thus far - would this continue - aussie...

PK Basu, Regional Head of Economics and Research at Maybank Kim Eng, Singapore discusses: - Indonesia parliament approving compensation program for the poor and planning to lift the price of subsidised fuel this week - With Hassan Rohani winning Iran’s elections, and hopes for the possibility of dialogue with the west, what strategy could and should US and its European partners adopt - Impac...

Benny Lee, Chief Market Strategist at Jupiter Securities discusses:  - broader market this week - Ireka Corp, which was flying in early morning trade after talk of the company being taken private - Ireka's chart  - Yinson's proposed acquisition of Fred Olsen Production - Yinson's chart  - potentially interesting mid-cap stocks after PM called for government-linked investment funds t...

Suhaimi Ilias, Chief Economist, Maybank Investment Bank of Malaysia talks about:  - PM's commitment to reducing the budget deficit to 4% this year and 3% by 2015. Realistically, can we? Comfortably?  - ASEAN integration  - Jim Rogers mentioned that agriculture is a good long-term bet on the commodity play -  possible ways investors could get in on this  See omnystudio.com/...

On International Market Watch today Tim Mullholand Managing Partner of China-America Capital Company in Chicago discusses: - the strength of the Yen and the BoJ - simultaneous monetary policies of BoJ and Fed affecting liquidity - Emerging Markets volatility a flight to safety or indication of better fundamentals elsewhere - what to look out for in turbulent markets See omnystudio.com/listener for...

Lucky Ariesandi, analyst at Maybank Kim Eng, Indonesia discusses recent rate rises by Bank Indonesia. He also talks about likelihood of fuel price hike this Monday, considering it's most unpopular politically.  See omnystudio.com/listener for privacy information.

Hwang DBS Vickers Research analyst Hon Seow Mee talks about Top Glove’s 3QFY13 results, including: - her reaction - 30% world market share in 3 years (25% now)  - sales estimates in China, Eurozone and Latin America  - managing forex risk as Top Glove registered unrealised forex losses of RM10.9 million in Q3  - effective tax rate of 13% vs. other glovemakers  - dividend...

RHB Research analyst Loong Kok Wen gives us an update on the REIT sector, including potential upside, office space glut and how Msian REITs compare with Singapore. Also names favourite REITs.  See omnystudio.com/listener for privacy information.

Yeak Chee Keong, Research Analyst at Maybank Kim Eng Singapore talks about the offshore and marine sector: - offshore & marine sector still firmly on the upswing though SGX was at its lowest point for the year earlier this week.  - why he thinks operating margins will trend upwards though consensus is for contraction  - what Singapore yards offer that Chinese and Korean yards don&rsq...

Daryl Guppy, Founder and CEO of Guppytraders.com, answers the following questions:  - Pimco suggests that with high debt levels around the world the chances of a global recession in the next three to five years stand at more than 60 percent. At a pinch, that means it might happen around 2017. Do the years 1987, 1997 and 2007 ring a bell?  - Does that mean risky assets have a lot more roo...

Noelle Lim updates us on oil prices and the Middle East, fresh from the 17th Asia Oil & Gas Conference. Points covered include: - Economic outlook by David Hewitt, MD of Equity Research at Credit Suisse in Spore - oil prices - differing views by  Wood Mackenzie, energy research firm and Citibank - risk in Middle East - Iran, Syria and Iraq See omnystudio.com/listener for privacy informati...

On World Market Watch today Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California discusses: - why the downward movement in indices following BoJ's unaltered position? - If risk is off, why the strengthening Yen? - what to do with bonds - Low volatility dividend paying stocks See omnystudio.com/listener for privacy information.

Khoo Hsien Chun and Chan Shiao Mei discuss two warrants which were amongst those most active by value yesterday: 6181WB Malton and 7213 Hovid. See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Head of Retail research at Maybank Investment Bank talks about: - whether KLCI will continue to be relatively sheltered compared to region's markets, which took a bad hit yesterday. - three sell calls: BAT, SP Setia, Hong Leong Financial Group. He discusses support and resistance levels and downside targets.  See omnystudio.com/listener for privacy information.