主力在讲 CapitaMalls Asia 加入海指成份股的故事，从今天的成交量来看，响应的“听众“倒是蛮多的。

就不知真假。

0734 GMT [Dow Jones] CapitaMalls Asia (JS8.SG) +2.2% at near 4-week high of S$2.33 in active trade on hopes of greater institutional interest following Nomura report saying stock may be included in STI in index's next semi-annual review due this month. Current volume highest in almost three weeks. "There could be a trading opportunity in CapitaMalls Asia," says CIMB; "once CMA is included in the index, fund managers would need to buy this stock to minimise tracking error." CIMB calls for Trading Buy but maintains underlying rating at Underperform with S$2.28 target given management's guidance for poor earnings momentum in China due to huge startup costs, benign rental growth. Orderbook quotes suggest resistance at S$2.37-S$2.38 range. Nomura's call for Cosco (F83.SG) to be dropped from STI also taking toll of ship builder's share price; down 1.6% at S$1.22 vs STI's 0.3% gain. (FKH)