Bursa Malaysia Stock Information

Top 30 of the most valuable brand in Malaysia.

1. Maybank - US$2.877 billion (RM9.638 billion)
2. Public Bank - US$2.048 billion (RM6.861 billion)
3. Maxis - US$1.583 billion (RM5.303 billion)
4. Genting - US$1.369 billion (RM4.586 billion)
5. Celcom - US$1.215 billion (RM4.070 billion)
6. CIMB - US$1.021 billion (RM3.42 billion)
7. Astro - US$985 million (RM3.3 billion)
8. Hong Leong - US$924 million (RM3.095 billion)
9. Perodua - US$729 million (RM2.442 billion)
10. DiGi - US$625 million (RM2.094 billion)
11. Giant - US$616 million (RM2.064 billion)
12. Malaysia Airlines - US$513 million (RM1.719 billion)
13. Sime Darby - US$455 million (RM1.524 billion)
14. TV3 - US$328 million (RM1.099 billion)
15. Petronas - US$274 million (RM918 million)
16. YTL - US$218 million (RM730 million)
17. RHB Bank - US$195 million (RM653 million)
18. Ambank - US$194 million (RM650 million)
19. Air Asia - US$99 million (RM332 million)
20. The Star - US$95 million (RM318 million)
21. Dutch Lady - US$89 million (RM298 million)
22. Kurnia Insurance - US$87 million (RM291 million)
23. Proton - US$71 million (RM238 million)
24. MAA Insurance - US$69 million (RM231 million)
25. Affin Bank - US$68 million (RM228 million)
26. Padini - US$63 million (RM211 million)
27. Parkson - US$37 million (RM124 million)
28. Sunway - US$27 million (RM90 million)
29. Mamee Double Decker - US$26 million (RM87 million)
30. Bonia - US$22 million (RM74 million)

If I am not mistaken, I heard that Media Prima will buy TMNet a year ago but until today there is no official announcement. The latest information I got from the ex-TMNet staff which was transfered to the parent company, Telekom Malaysia that they are heading to the final process. Recent moved by Telekom Malaysia that re-brand all the previous TMNet’s products such as dial-up 1515, 1313, Streamyx, Netmyne, and many more to new name without the word “TMNet” could be one of the sign.

I also heard that Media Prima will use TMNet as a platform to introduce IP TV that not yet available in Malaysia. They can leverage on the broadband infrastructure from Telekom Malaysia. In September, Telekom Malaysia has been awarded the RM15.2bil high speed broadband services project to be rolled out under a public-private partnership with the Government.

A warrant is a derivative instrument whose value is dependent on the underlying stock. Warrants offer investors leverage. Typically, with the same investment outlay, the investor would be able to buy many more times the warrants than if he had bought the underlying stock directly. There are nearly hundred of warrants listed on the Bursa Malaysia and it is common for there to be more than one warrant on each underlying stock. Before deciding on which warrant to invest in, a potential investor may consider the following pointers before taking the plunge in the universe of warrants.

1. Know the Product
   Investors should understand the dynamics of how the product works and the associated risks before buying any investment.
2. Have a view on the where the Market is headed
   The performance of warrants is tagged closely to the price performance of the underlying stock. An investor with a bullish view on the underlying stock would consider buying a call warrant.
3. Determine an Investment Target
   Any investor may choose to set a deadline for the underlying asset to reach a target price. If the underlying stock fails to reach the target price, the investor should reevaluate his/her positions. Warrants are subject to time value decay and the closer a warrant is to its expiration date, the less it is worth.
4. Select the best warrant
   Every warrant is unique - it has a unique exercise price, maturity date and effective gearing level. Investors should choose a warrant in light of his investment targets and objectives and continually be monitoring his risk/return profile.

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It has been quite some time that we heard about DiGi.Com Bhd and Time dotCom Bhd (TDC) going to merge but there is no official news from both parties until yesterday. The merger will see DiGi gaining access to the much needed 3G spectrum that it was denied in the last 3G bidding exercise and at the same time have access to TDC’s fibre optic network. Currently, DiGi offers EDGE network which is very much slower than 3G. Gaining access to 3G spectrum, DiGi can compete with other operators like Maxis and Celcom.

However in short term, the deal won’t make any significant effect on DiGi earning and investors act negatively because TDC is a lost making company. DiGi shares fell 80 sen to RM23.60 while TDC lost 2.5 sen to 87 sen. Time Engineering Bhd, which owns 33% in TDC, fell 13 sen to 78 sen yesterday.

I found that some of us still looking for more information about Google Call Warrant GOOGLE-C1 that going to list in Bursa Malaysia this Wednesday. Here is the details.

* Calculation is based on the Reference Price and after adjustment for Entitlement Ratio.