3 people like this.

12 comment(s). Last comment by calvintaneng 2018-01-07 18:51

vvcb

29 posts

Posted by vvcb > 2018-01-05 13:31 | Report Abuse

Thks for a superb coloured tabulation of the top pick. Keep up the good work, TKW!

imoogi99

1,640 posts

Posted by imoogi99 > 2018-01-05 20:58 | Report Abuse

Guess you missed out some counters under UOB top picks...

Our top picks include large-caps Bumi Armada , CIMB Group , Gamuda , Genting Malaysia , and Tenaga Nasional , and small/mid-caps Ann Joo Resources , Choo Bee Metal Industries , Gabungan AQRS , Globetronics Technology , Hume Industries , Serba Dinamik, Tune Protect , VS Industry and Yong Tai . Other notable picks include Magnum and YTL Power , while potentially interesting election trading plays include FGV and MRCB.

hstha

3,324 posts

Posted by hstha > 2018-01-05 22:32 | Report Abuse

CIMB (small cap): KESM

Hitman

1,301 posts

Posted by Hitman > 2018-01-06 01:00 | Report Abuse

Rakuten-Straits

Posted by Kingfisher > 2018-01-06 08:28 | Report Abuse

How come Hengyuan is not included in all IB picks for 2018 ??? That is very funny !!! Hengyuan has very good potential to be King stock of klse like last year !!!

BLee

899 posts

Posted by BLee > 2018-01-06 10:24 | Report Abuse

Thanks on the colourful tabulation, Tan KW. Continues the good works.

Crazy11223

825 posts

Posted by Crazy11223 > 2018-01-06 11:24 | Report Abuse

Ifca, Aemunus future Inari

tecpower

3,536 posts

Posted by tecpower > 2018-01-06 15:28 | Report Abuse

2018 Broker's top pick.

Semiconductor stocks

KESM
Inari
Unisem

tecpower

3,536 posts

Posted by tecpower > 2018-01-06 15:29 | Report Abuse

Global semiconductor sales in November 2017 were at their highest at US$37.7 billion (RM151.11 billion) (+21.5% year-on-year [y-o-y], +1.6% month-on-month [m-o-m]).
Broad-based double-digit growth continued to be observed across all regions. The strongest was recorded by the Americas (+40.2% y-o-y)

investor77

821 posts

Posted by investor77 > 2018-01-07 14:09 | Report Abuse

So far, all Investment Banks have ran away from Heng Yuan. Am still wondering what is/are the reasons.

HRC has the potential to catch up close to Petronas Dagang price as its eps is much higher and PE will go up as profits become consistent

calvintaneng

56,898 posts

Posted by calvintaneng > 2018-01-07 18:51 | Report Abuse

VERY GOOD!!

CIMB PICKED DRB & MRCB.

Last year CIMB IB kept pushing up New Target Prices for DRB all the Way Up.

And this year CIMB IB is doing the same with MRCB. Pushing its Target Prices Up!

Last year RHB-OSK picked DRB

This year RHB-OSK picked both DRB & MRCB. By Feb/March 2018 RHB/OSK yearly Jewels will be out. When Top 30 Jewels are out. MRCB sure to be included. By then thousands of RHB IB Remisiers & Clients will follow the Buy Calls (especially MRCB) in the TOP 30 JEWELS.
MRCB will then get another powerful booster just like DRB.

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