Expect ample market interests in China FDI beneficiaries despite a temporary derailment created by the Bandar Malaysia issue. Catalysts include China’s “Belt & Road” summit (14- 15 May) and China Premier’s potential visit to Malaysia by Aug 17. Of the four identified sub-themes – mega infrastructure, iconic property development, e-commerce and M&A – the first two provide the most bountiful opportunities. BUY Ekovest, IJM Corp. NR notables: Yong Tai, Gabungan AQRS

Source: UOB Kay Hian Research - 15 May 2017