Posted by CharlesT > 2022-12-30 19:01 | Report Abuse

I have seen ups n downs of stock mkt over the last 20 years+

Sadly many may not survive that long in stock mkt...especially those new comers during 2020/2021

Posted by CharlesT > 2022-12-30 19:03 | Report Abuse

2023 is likely to be a better year than 2022

Posted by Tan KW > 2022-12-30 19:09 | Report Abuse

no matter what happened in 2022... what will happen in 2023...

I am not uncertain -- there's a light at the end of the tunnel.

Posted by Tan KW > 2022-12-30 19:42 | Report Abuse

https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-30-story-h-302069733-Stock_Pick_Year_2023_Table_of_Content

Posted by cyeec2000 > 2022-12-30 19:58 | Report Abuse

My Pick for 2023
MI: 20%
JHM: 20%
Techbond:20%
RGTECH: 20%
RGTBHD:10%
HARTA:10%

Posted by tehka > 2022-12-30 19:59 | Report Abuse

Dear Tan KW,
please write a short comments. why you pick the stock?
I selected the stock that are well covered positively by IBs and stock that I can understand.
PBBank - I have a few loans with them, I like this bank a lot, very safe
HEIM - I like to drink Tiger
AEON - I like shopping at AEON.
F&N - I like to drink F&N

Posted by CoffeeCan > 2022-12-30 20:23 | Report Abuse

I submitted my picks earlier today, but I forgot the short comments. I will repeat my list, followed by the short comments.

ABLEGLOB 10%
AJI 10%
AXREIT 10%
BESHOM 20%
INNATURE 10%
SPRITZER 10%
SUNREIT 10%
SURIA 10%
UTDPLT 10%

I expect ongoing inflation in 2023. These shares are meant as a defensive portfolio against inflation. Able Global, Ajinomoto, Beshom/HAIO, InNature, Spritzer and United Plantations are consumer staple producers. They should be able to raise the prices of their products in line with inflation.

Axis REIT, Sunway Reit and Suria Capital are capital-intensive businesses. They have relatively low ongoing costs compared with their revenues, which means they should be able to defend their profit margins, although they might suffer under higher interest rates.

Thanks for organizing the Stock Pick Contest!

Posted by godhand > 2022-12-30 20:33 | Report Abuse

Hi Mr.Tan im no.10 2022.
My stock selection is simple. it either has huge room of growth or dirt cheap vs its future earning or clarity of earnings for the sake of dividend cash flow. I'm also trying my best to choose the same stock for at least few years because i feel it defeats the purpose of investing if the time frame is so short. therefore for the purpose of consistency and the reason of long term investing ill try my best to compete with the same stock for years or at least until the value is reflected.

CCK - 30%
MYNEWS - 15%
QL - 10%
RANHILL - 20%
GAMUDA - 10%
GESHEN - 5%
HEVEA -10%

Posted by rl68 > 2022-12-30 20:44 | Report Abuse

Mr Tan,
My pick for 2023
1. Yinson 40%
2. PChem 40%
3. Harta 30%
Tq

Posted by wwchin > 2022-12-30 20:46 | Report Abuse

My pick for 2023 as follow:-
YTLPOWER 20%
MALAKOF 20%
JTIASA 20%
ALLIANZ INS 20%
TIMECOM 20%

Posted by warbreaker > 2022-12-30 20:46 | Report Abuse

please write a short comments. why you pick the stock?

My pick for 2023

MAYBANK 30%
PECHEM 30%
LPI 20%
HLIND 10%
UTDPLT 10%

Thank you

My pick r base on a filter for ctr that:
1)Market capital above 3,000million
2)ROE above 9%
3)DY above 5%
4)PE ratio less than 20

Only 12 ctr full fill: RHBBANK, MAYBANK, ABMB, YTLPOWR, AFFIN, LPI, HLIND, UTDPLT, PCHEM, ASTRO, GASMSIA

But i pick 5 frm defference sector.
If must pick 10, i will exclude astro

Posted by warbreaker > 2022-12-30 20:58 | Report Abuse

base on a filter for ctr that:
1)Market capital above 3,000million
2)ROE above 9%
3)DY above 5%
4)PE ratio less than 20

Only 12 ctr full fill: RHBBANK, MAYBANK, ABMB, YTLPOWR, AFFIN, LPI, HLIND, UTDPLT, PCHEM, ASTRO, GASMSIA, ( BAT )

Posted by smartly > 2022-12-30 21:06 | Report Abuse

My pick for 2023 (I am No. 4 for year 2022)

HOMERITZ 10%
FPI 10%
HSPLANT 10%
AMWAY 10%
HEIM 10%
INNO 10%
BURSA 10%
UCHITEC 10%
INARI 10%
SCICOM 10%

Posted by rikki > 2022-12-30 21:07 | Report Abuse

My Picks for 2023 (I am No. 11 for year 2019)

1) Dnex 10 %
2) Gfm 10 %
3) Genetec 10 %
4) Infom 10 %
5) Itmax 10 %
6) Kobay 10 %
7) Opcom 10 %
8) Pccs 10 %
9) Pphb 10 %
10) Ptrb 10 %

Comments : i ) 50 % weightage in tech - expecting tech to rebound in 2nd Half 2023 (Dnex, Genetec, Infom, Itmax & Kobay ) ii) 30 % weightage in consumer - world including China are opening up after covid ; more demand for food (Ptrb), accommodation (Pphb) & sports activities (Pccs) & iii ) Gfm - Q3 turnover & profits big increases iv) Opcom - 5G, Optic Cables, Sarawak Jendela Projects & Eddie Ong effect )

Thank you

Posted by Tan KW > 2022-12-30 21:16 | Report Abuse

@rl68

Please follow the stock selection rules https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-23-story-h-302849128-Stock_Pick_Contest_Year_2023_How_it_works

Posted by rl68 > 30 minutes ago | Report Abuse

Mr Tan,
My pick for 2023
1. Yinson 40%
2. PChem 40%
3. Harta 30%
Tq

Posted by SimCorporate > 2022-12-30 21:23 | Report Abuse

My pick for 2023
YTL 15%
Hightec10%
SNS 20%
CMSB15%
Pharma20%
Annum20%

Posted by Tan KW > 2022-12-30 21:51 | Report Abuse

The stock pick have been setup.

please inform if there is any wrong input.


Stock Pick Year 2023 - Table of Content
https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-30-story-h-302069733-Stock_Pick_Year_2023_Table_of_Content

Posted by ahbi > 2022-12-30 21:59 | Report Abuse

Hi Mr Tan, Below is my stockpick for YE 2023
P.A. RESOURCES BERHAD 30%
MASTER-PACK GROUP BERHAD 30%
YBS INTERNATIONAL BERHAD 30%
PANTECH GROUP HOLDINGS BERHAD 10%
Thanks

Posted by Tan KW > 2022-12-30 22:18 | Report Abuse

@ahbi

Please follow the stock selection rules https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-23-story-h-302849128-Stock_Pick_Contest_Year_2023_How_it_works

Posted by ahbi > 17 minutes ago | Report Abuse

Hi Mr Tan, Below is my stockpick for YE 2023
P.A. RESOURCES BERHAD 30%
MASTER-PACK GROUP BERHAD 30%
YBS INTERNATIONAL BERHAD 30%
PANTECH GROUP HOLDINGS BERHAD 10%
Thanks

Posted by ahchan > 2022-12-30 22:39 | Report Abuse

Dear Mr Tan
My pick for 2023
(I am no. 8 for year 2021)

LGMS 20%
AGMO 20%
ATECH 20%
ECA 20%
SFPTECH 20%

Posted by Tan KW > 2022-12-30 22:44 | Report Abuse

I have update your pick to https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-30-story-h-302069733-Stock_Pick_Year_2023_Table_of_Content

Posted by goldenluck16 > 2022-12-30 22:46 | Report Abuse

My stock pick is as follow
1. Samaiden 20%
2. Sunview 20%
3. PPHB 20%
4. PPJACK 20%
5.TAFI 20%

Thanks and Happy New Year 2023

Posted by ahbi > 2022-12-30 22:57 | Report Abuse

Hi Mr Tan, Below is my stockpick for YE 2023
P.A. RESOURCES BERHAD 30%
MASTER-PACK GROUP BERHAD 30%
YBS INTERNATIONAL BERHAD 20%
SCIENTEX BERHAD 10%
PANTECH GROUP HOLDINGS BERHAD 10%
Thanks

Posted by Tan KW > 2022-12-30 23:01 | Report Abuse

I have update your pick to https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-30-story-h-302069733-Stock_Pick_Year_2023_Table_of_Content

Posted by Albukhary > 2022-12-30 23:03 | Report Abuse

Hi Mr Tan KW, This is my stock pick for Year 2023
1. PPHB - 20%
2. MBL - 20%
3. HEXCARE - 20%
4. DANCO - 15%
5. TDM - 15%
6. MHB - 10%

Posted by Tan KW > 2022-12-30 23:07 | Report Abuse

I have update your pick to https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-30-story-h-302069733-Stock_Pick_Year_2023_Table_of_Content

Posted by BursaVulture > 2022-12-30 23:48 | Report Abuse

My pick for 2023

YINSON 20%
RHBBANK 20%
KPPROP 20%
SKPRES 20%
DAYANG 20%

Thanks.

Posted by BLee > 2022-12-31 08:02 | Report Abuse

Hi Mr Tan KW, As per your suggestion on "Can please write a short comments. why you pick the stock?", my mixture selection criterias will be on P/NAPS, speculative (upside can be much much higher compared to downside) and safe stocks.

Ageson P/NAPS of 0.25, Speculative.
Vinvest P/NAPS of 0.28, Speculative.
Iris P/NAPS of 1.27 only meeting upside criteria. Speculative due to border opening worldwide..
JAG P/NAPS of 1.04, Speculative.
Insas P/NAPS of 0.25, safe stock with very low downside.
MFCB P/NAPS of 1.19, safe stock with very low downside.
Long term invested in Ages, Iris, Insas and MFCB.

Thanks for accepting my participation..

Posted by Tan KW > 2022-12-31 08:31 | Report Abuse

I have update your pick to https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-30-story-h-302069733-Stock_Pick_Year_2023_Table_of_Content

Posted by mrk2ca > 2022-12-31 09:05 | Report Abuse

My pick for 2023 ( I am no. 11 2021)
Coastal - 20%
Genetec - 20%
Inno - 15%
Mfcb - 15%
Tasco - 15%
Uwc - 15%
Thanks.

Posted by Tan KW > 2022-12-31 09:11 | Report Abuse

I have update your pick to https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-30-story-h-302069733-Stock_Pick_Year_2023_Table_of_Content

Posted by curvinteo > 2022-12-31 09:33 | Report Abuse

Hi Mr Tan. I am no 3 in 2021; and no 17 in 2022

My pick for 2023

Velesto 22.5%
Vstecs 15%
Bintulu port 24%
Infom 16%
FocusP 13%
Thong guan 9 %
，thanks Mr Tan. Happy new year and always a better year!!!

Posted by tftey > 2022-12-31 10:18 | Report Abuse

KW Tan,

I am among the Top 20 for year 2020, below are my 2023 stock pick

1) JHM --15%
2) KGB -- 15%
3) PA -- 15%
4) Samaiden-W -- 15%
5) LCTitan -- 15%
6) JAKS -- 15%
7) FLBhd -- 10%

Thnaks You Very Much

Posted by moneykj > 2022-12-31 10:49 | Report Abuse

Why I choose:
1. Mudajya- Have the criteria to be a multibaggers technically and fundamentally.
2. Slvest- Renewable energy and EV charging infrastructure. Improving results.
3. Scicom- Defensive play.
4. Smrt- consistent results. Looking for a koboom q early next year for drastic price hike. Year 2014 type.
5. Dsonic- New IC and venture into Africa. Just recorded highest revenue.
6. K1- Rebound every time after touch 0.10. Read from the chart. Pure goreng.

Posted by Tan KW > 2022-12-31 10:51 | Report Abuse

I have update your pick to https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-30-story-h-302069733-Stock_Pick_Year_2023_Table_of_Content

Posted by Nice149 > 2022-12-31 11:23 | Report Abuse

My Pick Year 2023:
1. Genting (10%) - Rceovery stock, China Tourist market, & TauRx
2. Yinson (10%) - EPSO contracts 10%
3. KP Group (10%) - consturciton potential projects 10%
4. SKPRES (10%) - EMS and potentital secure Dyson contract 10%
5. Axiata (20%) - down 20% in year 2022. Blue chip, edotco potential listing
6. Innature (10%) - ESG, tourism, recovery stock
7. MFCB (10%) - huge reduction in debt, good profit every year
8. PBB (10%) - most stabile banking stock
9. Ableglob (10%) - recovery stock

Posted by speakup > 2022-12-31 13:11 | Report Abuse

My Pick Year 2023:
1. AGES (20%)
2. ARBB (20%)
3. IRIS (20%)
4. ITRONIC (20%)
5. JAKS (20%)

Posted by s3phiroth > 2022-12-31 13:29 | Report Abuse

My pick 2023:

1. ARMADA (20%)
2. CARIMIN (20%)
3. COASTAL (20%)
4. MHB (20%)
5. PANTECH (20%)

Reason is simple: It is a petronas capex spending up cycle.

Posted by xskyriver > 2022-12-31 13:45 | Report Abuse

Hi Tan KW,
Thanks for spending time doing these.

my pick for 2023:

INSAS 20% - High FCF, Cash is way way higher than it's capital. Gamble, hope there is a special dividend
REDTONE 20% - Good fundamental, possible switch to main board
HARBOUR 20% - Good results in previous year, unlikely but hopefully continue to have good business
SUNVIEW 20% - RE stock, ESG friendly
DNEX 20% - Speculative, hope they can settle the issue

Posted by BenBlurBlur > 2022-12-31 13:56 | Report Abuse

PUNCAK 10%
JAKS 10%
SWIFT 20%
MI 20%
TAWIN 30%
MSC 10%

Beaten down but may make a comeback due to some hopeful catalyst left

Mr Tan

Thank you

Posted by tonywong8 > 2022-12-31 14:34 | Report Abuse

Dear Mr Tan KW

My pick for 2023 stocks:
YTLPOWR 30%
YTL 30%
SURIA 30%
DAYANG 5%
HIBISCUS 5%

Thanks

Posted by yatlokfatt > 2022-12-31 15:09 | Report Abuse

My pick for 2023
Harison 15%
Bjcorp 15%
Deleum 10%
Pie 10%
Ecowld 10%
Uems 10%
Gadang 10%
Epmb 10%
Harnlen 5%
Mitra 5%

Thank You for your efforts

Posted by enigmatic [hodl your shares] > 2022-12-31 16:50 | Report Abuse

Hi Tan KW. I'm enigmatic, No. 20 in Stockpicks 2021 & No. 18 in Stockpicks 2022.

Here is mine for 2023:
1. KGB - 14%
2. CAPITALA - 14%
3. MKH - 14%
4. BIOHLDNGS - 12%
5. PADINI - 12%
6. UTDPLT - 10%
7. ICAP - 10%
8. SURIA - 5%
9. BSTEAD - 5%
10. HPMT - 4%

TQ & happy new year!

[Stockpicks 2023 is based on iCapital.biz's CD Timer portfolio (top 10 largest weightage). Hopefully, next year I'll still be in the Premier League of i3investors.]

Posted by ragate > 2022-12-31 19:23 | Report Abuse

Hi Mr Tan

Euro - 30%
Lionind - 30%
Sersol-WB- 30%
KPS - 10%

Posted by gladiator > 2022-12-31 22:11 | Report Abuse

My Pick Year 2023:
1. Tguan (20%)
2. Atech (20%)
3. Uchitec (20%)
4. VS (10%)
5. Scicom (10%)
6. Harbour (10%)
7. Pohuat (10%)

Thanks

Posted by Moratorium > 2022-12-31 22:47 | Report Abuse

Hi Mr. Tan,

I am #15 in 2021 and #14 in 2022. My stock pick for FY2023 is:
1. KPS (15%)
2. MNRB (10%)
3. AZRB (10%)
4. CMSB (10%)
5. MBSB (10%)
6. MUHIBAH (10%)
7. BSTEAD (10%)
8. MALAKOFF (5%)
9. MYEG (10%)
10. MAGNUM (10%)

Basically my portfolio is almost similar to last year with some minor tweaks, being more diversified and with the addition of MYEG and MAGNUM. Not aiming high but hoping for consistency and in maintaining the top 20 spots.

Thank you and a Happy New Year 2023 to you!!

Posted by Diamond7 > 2023-01-01 07:07 | Report Abuse

Dear Mr Tan
M in top 20 in 2023

My stock pick is
1. KFima 20%
2. Harison 20%
3. Petronm 20%
4. AYS 10%
5. MBSB 10%
6. CMSB 20%
7. UEMS 10%

Posted by Tan KW > 2023-01-01 08:15 | Report Abuse

@BenBlurBlur

tawin stock price is less than 0.10

Please follow the stock selection rules https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-23-story-h-302849128-Stock_Pick_Contest_Year_2023_How_it_works

Posted by Tan KW > 2023-01-01 08:30 | Report Abuse

I have update the latest pick to https://klse.i3investor.com/web/blog/detail/stock_pick_2023/2022-12-30-story-h-302069733-Stock_Pick_Year_2023_Table_of_Content

Posted by HaiLiDeYu > 2023-01-01 09:33 | Report Abuse

My pick for 2023:
BAT 20%
FPGROUP 20%
KHJB 20%
POHKONG 20%
UMSNGB 20%

Thank you.