Affin Hwang Capital Research Highlights
HwangDBS Research Highlights - 8 Jan 2014
Malaysia Market Focus
Solid execution, visible growth
Support from sturdier global growth, low interest rates and ample liquidity. Overweight oil & gas, construction. Underweight telcos, consumer services. Key picks with solid execution, visible growth: Public Bank, SapuraKencana, Bumi Armada, IJM Corp. Buy small-mid caps with favourable risk-reward profiles: MKH, TSH Resources, Muhibbah Engineering.
Source: HwangDBS Research - 8 Jan 2014
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