Xilinx Outlook for March 2011

Business Outlook - March Quarter Fiscal 2011

-- Sales are expected to be flat to up 5% sequentially.
-- Gross margin is expected to be approximately 65% plus or minus one
percentage point.
-- Operating expenses are expected to be approximately $195 million,
including approximately $6 million in restructuring charges.
-- Other income and expense is expected to be an expense of approximately
$9 million.
-- Fully diluted share count is expected to be approximately 266 million.
-- March quarter tax rate is expected to be approximately 21%.

Stock Analysis: CIMB.1023

Rating: HOLD. Fair price is RM6.10 (RM12.20) after early 2:1 split on early 2010. Closing price on 10/15 is RM7.95.

Stock Analysis: WCT.9679

Rating: SELL if expectation of Q3 is flat. However, current speculation this stock will go up.javascript:void(0)

Stock Analysis: AsiaFile.7129

Rating: BUY at RM4.56 for getting potential upside of 17% and dividend yield of 3.5% before tax if purchase before 29 Nov 2010 and get the pay by 24 Dec 2010.

MAXIS Dividend of 8 Cent (2nd Interim for 2010)

MAXIS announced at 30-Aug-10 for interim dividend of 8¢ (MYR) per share and to be paid out on 30-Sep-2010.Total of dividend so far for 2010 is 25¢ (MYR).

If purchase price at MYR 4.75 per share IPO price, the return of investment (ROI) is estimated to be 5.2%.

GENTING Dividend of 3.3 Cent

Genting announced at 26-Aug-10 for interim dividend of 3.3¢ (MYR) per share and to be paid out on 26-Oct-2010.Total of dividend so far for 2010 is 7.2¢ (MYR).

If purchase price at MYR 6.36 per share, the return of investment (ROI) is estimated to be 1.1%.