Highlights

Public Watchlist: Nomura's Top 12 Buy recommendations for Year 2018

Malaysia equity strategy: Eight reasons to be positive in 2018

We believe Malaysian equities are likely to continue their bullish momentum in 2018, for eight reasons:
1) solid macro and consumption growth
2) continuing foreign inflows amidst positive revisions
3) better corporate balance sheets with dividend upside
4) possible election rally
5) likely net buying by local institutions
6) Malaysia's laggard performance vs peers
7) key concerns on banks getting addressed
8) an appreciating MYR

Our top 12 Buy recommendations for Malaysia this year comprise turnaround stories (CIMB, AXIATA), consumption plays (MAHB, AIRA, MUHI, GENT, GENM and MNHB), industrial cyclicals (DLG and SCGB) along with a defensive core (PBK and TNB).

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Stock Name Ref Date Ref Price Price Diff Last Range Open Change Volume Note
CIMB 22-Jan-2018 6.85 7.32
AXIATA 22-Jan-2018 5.57 5.45
AIRPORT 22-Jan-2018 9.02 9.12
AIRASIA 22-Jan-2018 3.95 3.73
MUHIBAH 22-Jan-2018 3.18 2.98
GENTING 22-Jan-2018 9.68 9.02
GENM 22-Jan-2018 5.44 5.15
MYNEWS 22-Jan-2018 1.49 1.50
DIALOG 22-Jan-2018 2.65 3.12
SUNCON 22-Jan-2018 2.48 2.20
PBBANK 22-Jan-2018 20.96 24.24
TENAGA 22-Jan-2018 15.92 15.96


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calvintaneng Malaysia equity strategy: Eight reasons to be positive in 2018

We believe Malaysian equities are likely to continue their bullish momentum in 2018, for eight reasons:
1) solid macro and consumption growth (MUST INCLUDE BONIA)
2) continuing foreign inflows amidst positive revisions (2ND LINERS WILL BE NEXT)
3) better corporate balance sheets with dividend upside
4) possible election rally (THEN MUST BUY MRCB!!)
5) likely net buying by local institutions
6) Malaysia's laggard performance vs peers
7) key concerns on banks getting addressed
8) an appreciating MYR (NESTLE, F&N & BONIA)
05/02/2018 11:27
Lim Tek Wai only time will prove !
09/04/2018 15:40



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