THE INVESTMENT APPROACH OF CALVIN TAN
Public Watchlist: Macquarie Research’s Top Picks for 2019
calvintaneng
Publish date: Mon, 03 Jan 2022, 03:58 PM
calvintaneng
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Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Key market themes for 2019 are the government-linked companies (GLC) reform and Petronas monetization, according to Macquarie Equities Research (MQ Research) in their research report released yesterday (7 Jan). MQ Research highlighted their top stock picks, showing preference for discounted, yield resilient beta stocks over fully-valued defensives.
Favoured Khazanah-GLCs are Tenaga, Telekom, Axiata and CIMB; for Petronas subsidiaries, MQ Research likes PChem and MISC. Re sectors, MQ Research favours banks (Maybank, RHB preferred over Public, HLBK), transport (AirAsia) and exporters (semicons Inari, Vitrox preferred over gloves). PGas, BAT, IHH and QL are (non-consensus) Underperform ratings.
https://klse.i3investor.com/blogs/kltrader/189197.jsp
|
Name
|
Ref Date
|
Ref Price
|
Price Diff
|
Last
|
Range
|
Open
|
Change
|
Volume
|
Note
|
|---|---|---|---|---|---|---|---|---|---|
| AIRASIA | 08-Jan-2019 | 2.96 | -2.17 | 0.79 | 0.785 - 0.83 | 0.82 | -0.035 | 22,837,100 | |
| AXIATA | 08-Jan-2019 | 3.84 | +0.32 | 4.16 | 3.81 - 4.16 | 3.85 | +0.31 | 7,751,400 | |
| CIMB | 08-Jan-2019 | 5.67 | -0.22 | 5.45 | 5.37 - 5.45 | 5.40 | +0.04 | 6,354,000 | |
| INARI | 08-Jan-2019 | 1.34 | +2.66 | 4.00 | 3.93 - 4.00 | 3.96 | +0.04 | 7,708,200 | |
| MAYBANK | 08-Jan-2019 | 9.49 | -1.19 | 8.30 | 8.21 - 8.30 | 8.29 | 0.00 | 7,968,500 | |
| MISC | 08-Jan-2019 | 6.70 | +0.35 | 7.05 | 6.94 - 7.05 | 7.02 | +0.05 | 1,693,200 | |
| PCHEM | 08-Jan-2019 | 8.93 | -0.01 | 8.92 | 8.72 - 8.92 | 8.79 | +0.13 | 6,742,200 | |
| RHBBANK | 08-Jan-2019 | 5.36 | +0.01 | 5.37 | 5.32 - 5.39 | 5.34 | +0.03 | 1,791,900 | |
| TENAGA | 08-Jan-2019 | 13.96 | -4.62 | 9.34 | 9.28 - 9.36 | 9.32 | +0.02 | 3,938,100 | |
| TM | 08-Jan-2019 | 2.62 | +2.88 | 5.50 | 5.45 - 5.50 | 5.49 | +0.01 | 3,679,000 | |
| VITROX | 08-Jan-2019 | 5.88 | +14.04 | 19.92 | 19.90 - 20.26 | 20.26 | -0.02 |
1,700 |
MACQUARIE TOTALLY MISSED THE OGSE BULL RUN OF 2019
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