TOP PICKS:
Public Bank, Hong Leong Bank, Telekom Malaysa, YTL Power, Bumi Armada,
Sapura-Kencana, Multi-Purpose Holdings, KLCC Property, Top Glove.
Sector Outlook
|
Sector
|
Rating
|
Sub Sector
|
Stock Picks
|
|
Automotive
|
Overweight
|
|
UMW
|
|
Banking
|
Neutral
|
|
Hong Leong Bank & Public Bank
|
|
Building Materials
|
Overweight
|
|
Ann Joo Resources & Kinsteel
|
|
Construction/Infra
|
Overweight
|
|
Gamuda, WCT, Hock Seng Lee & Eversendai
|
|
Consumer
|
Neutral
|
Brewery
|
Carlsberg
|
|
Tobacco
|
|
||
|
Retail
|
Padini & AEON
|
||
|
F&B
|
|
||
|
Basic Foods
|
Bernas & QL
|
||
|
NFOs
|
MPHB
|
||
|
Casinos
|
|
||
|
Gloves
|
Overweight
|
|
Top Glove
|
|
Media
|
Neutral
|
|
|
|
Oil & Gas
|
Overweight
|
|
Bumi Armada, Perisai & Yinson
|
|
Petrochem
|
Overweight
|
|
PetChem
|
|
Plantation
|
Neutral
|
|
Sarawak Oil Palms
|
|
Power
|
Overweight
|
|
YTL Power & Tenaga
|
|
Property
|
Neutral
|
Developers
|
KLCC Property
|
|
REITs
|
Axis REIT
|
||
|
Telco
|
Overweight
|
|
TM & Maxis
|
|
Transport
|
Neutral
|
Aviation
|
MAHB
|
|
Shipping
|
|
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