Market Watch

Steve Hagger, Country Manager for Credit Suisse , discusses: - BN retains its 56-year-old grip on government - implications for Malaysia from a markets perspective?  - Opposition leader Datuk Seri Anwar Ibrahim has vowed to fight the result, alleging widespread fraud. Does this throw some uncertainty on the situation? - The Malaysian Insider writes that Barisan Nasional has retained its seat...

Teng Chee Wai CEO of Hwang Investment Management Bhd., discusses: - BN retains its 56-year-old grip on government - implications for Malaysia from a markets perspective?  - Opposition leader Datuk Seri Anwar Ibrahim has vowed to fight the result, alleging widespread fraud. Does this throw some uncertainty on the situation? - The Malaysian Insider writes that Barisan Nasional has retained its...

RHB Research Analyst Ahmad Maghfur Usman talks about MAHB:  - KLIA2 to fling its doors open 28 June?  - to adjust target price downwards from RM7.23 to RM6.50 in the event of a delay - buying opportunity?  - potential cost overrun in the event of a delay - though Q1 was a good start, is it sustainable?  - too many airports in its portfolio - it has stakes in airports overseas,...

PK Basu, Regional Head of Economics and Research at Maybank Kim Eng talked about:  - higher prices for car owners at the petrol pump in Indonesia come early May. How will the govt ease the pain?  - repercussions through the economy - liquidity in Asia - generating the best reaction possible?  - US GDP rose 2.5% q/q in Q1, and inflation appears flat and FOMC rate decision on May 1st...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, answers the following questions: - U.S. companies have easily beaten expectations for Q1 earnings so far this reporting season, but nearly half of the members of the S&P 500 are yet to announce results. What are your expectations? Will they be as robust? - This has been good enough fo...

Benny Lee, Chief Market Strategist at Jupiter Securities expects the market to trade sideways this week in the four trading days leading up to GE13. He discusses market behaviour post-GE, and a few stocks:  - Daibochi, which hit 52-week highs last Thursday and Friday after posting record Q1 profit - short-term plays: Puncak and LBS - mid-to-long-term play: Telekom Msia and IJM Corp  See...

Wong Chew Hann, Head of Research at Maybank Investment Bank talks about the rationale for upgrading IJM Corp from Hold to Buy at RM6.10. She discusses:  - Kuantan Port expansion  - impact on trade - construction of West Coast Expressway - 6,200 acres landbank with potential GDV of RM38bn. Portion closest to being developed - details on valuation method See omnystudio.com/listener for pri...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, answers the following questions:  - Dozens of S&P 500 companies report this week in a heavy week of earnings (including Facebook, GM, MasterCard, Merck and Pfizer). What is your take on the earnings season so far and more importantly, what is the take on the economic picture? ...

Daibochi Plastic & Packaging Bhd Exec Director Low Jin Wei discusses:  - details on packaging for surgical gloves  - impact of avian flu  - serving the electronics and tobacco - prices of polyester film and oriented polypropylene (OPP) film   - progress of the new plant in Malacca - dividend guidance for 2013 - guidance for Q2 Daibochi shares were at a 52-week high today of...

Ong Seng Yeow, Regional Director at Maybank Kim Eng, talks about:  - impact of bird flu on commodities - factors behind commodity prices taking a bit of a hit lately - strategies investors can consider - main beneficiaries in ASEAN - CPO a good bet for medium haul BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for privacy information.

Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong is on World Market Watch today to discuss : - his top pick global regions for investment - investment in the US. Is it too late to join the party? - social media and the modern investor - the "bull market"? See omnystudio.com/listener for privacy information.

Hamish Pepper, Currency Strategist at Barclays Singapore talks about  - sterling, the year's second worst performer after the yen, whether it has bottomed out - whether it's a good time to start buying pounds -  dark days ahead for the euro - usd on a firm path to recovery - dollar-yen forecast - rm's strength despite GE13 around the corner - recommended strategy See omnystudio.com/liste...

Benjamin Oh, analyst with Maybank Kim Eng, Singapore discusses impact of GE13 on the Iskandar theme, and three Iskandar plays via SGX: property developers Capitaland, Rowsley and dormitory specialist Centurion.  BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for privacy information.

DiGi CEO Henrik Clausen talks about the telco's Q1 results and addresses issues surrounding business trusts.  See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Head of Retail Research expects a quiet week for KLCI, sets out support and resistance levels. Tells us why he's selling KNM and Parkson and buying Inari.  See omnystudio.com/listener for privacy information.

On World Market Watch today Dr Michael A. Yoshikami,  founder and CEO of Destination Wealth Management in San Francisco discusses: - New banking regulations in the US and the impact on the global economic recovery - What to look out for when trading commodity currencies - Market confusion: who will be the winners? See omnystudio.com/listener for privacy information.

PK Basu, Regional Head of Economics and Research with Maybank Kim Eng, talks about what falling commodity prices signal, and what it means for Asia, specifically India, Indonesia and Japan.  BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for privacy information.

Jeremy Goh, Alliance Research analyst talks about how big a deal Gamuda losing the arbitration cases is, financial impact, fundamentals and why it's his favourite construction stock.  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:  - Q1 earnings - below estimates - view;  - Earnings uncertainty - market signs of strain - risk-on approach;  - Apple Earnings - Tech landscape - viewpoint;  - A view -- from Barclays -- recent gold plunge - reflects loss of faith in quantitative easing mea...

Wong Chew Hann, Head of Research at Maybank Investment Bank discusses Bursa Malaysia's Q1 results: - retail trading participation levels vs foreigners - trading value post-elections - pick-up in market trading value largely priced in?  - buy call with raised target from RM7.40 to RM8.00.  See omnystudio.com/listener for privacy information.

Jupiter Securities Chief Market Strategist Benny Lee on KLCI this week, a couple of counters that reported results last week (Bursa, TNB, Aeon) and other blue chips on his radar.  See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses:   - Earnings season - earnings estimates;  - Market showing signs of strain;  - Public home builders - earnings - housing recovery - dropping sentiment;  - Outlook - market - pullback or buying opportunities;  - Interest - hedge funds / market participants...

Roger Tan, CEO of SIAS Research talks about SGX:  - outlook - biggest risk to Singapore's economy - recommended strategy - fav sectors and stocks See omnystudio.com/listener for privacy information.

BFM's Khoo Hsien Chun speaks with Maybank IB analyst Tan Chi Wei about TNB Q2 results: - coal prices, natural gas supply, RM vs the USD and yen - sensitivity of earnings to tariffs and fuel price movements - forecast for power consumption growth in Peninsular Msia - pending intro of LNG into the natural gas supply pool and gas subsidy rationalisation - call and target price       &n...

Tim Mulholland, Managing Partner of China-America Capital Company in Chicago, discusses:  - US supplanting China as top destination for Japanese exports;   - AlixPartners estimating by 2015 the cost of outsourcing manufacturing to China will be equal to the cost of manufacturing in the U.S.;  - US foreign policy - Japanese Prime Minister Shinzo Abe’s campaign to revive Japan's...