Nomura's Top 12 Buy recommendations for Year 2018
Malaysia equity strategy: Eight reasons to be positive in 2018
We believe Malaysian equities are likely to continue their bullish momentum in 2018, for eight reasons:
1) solid macro and consumption growth
2) continuing foreign inflows amidst positive revisions
3) better corporate balance sheets with dividend upside
4) possible election rally
5) likely net buying by local institutions
6) Malaysia's laggard performance vs peers
7) key concerns on banks getting addressed
8) an appreciating MYR
Our top 12 Buy recommendations for Malaysia this year comprise turnaround stories (CIMB, AXIATA), consumption plays (MAHB, AIRA, MUHI, GENT, GENM and MNHB), industrial cyclicals (DLG and SCGB) along with a defensive core (PBK and TNB).
We believe Malaysian equities are likely to continue their bullish momentum in 2018, for eight reasons:
1) solid macro and consumption growth
2) continuing foreign inflows amidst positive revisions
3) better corporate balance sheets with dividend upside
4) possible election rally
5) likely net buying by local institutions
6) Malaysia's laggard performance vs peers
7) key concerns on banks getting addressed
8) an appreciating MYR
Our top 12 Buy recommendations for Malaysia this year comprise turnaround stories (CIMB, AXIATA), consumption plays (MAHB, AIRA, MUHI, GENT, GENM and MNHB), industrial cyclicals (DLG and SCGB) along with a defensive core (PBK and TNB).
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Malaysia equity strategy: Eight reasons to be positive in 2018
We believe...
I believe~
2018-12-21 11:55
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Malaysia equity strategy: Eight reasons to be positive in 2018
We believe Malaysian equities are likely to continue their bullish momentum in 2018, for eight reasons:
1) solid macro and consumption growth (MUST INCLUDE BONIA)
2) continuing foreign inflows amidst positive revisions (2ND LINERS WILL BE NEXT)
3) better corporate balance sheets with dividend upside
4) possible election rally (THEN MUST BUY MRCB!!)
5) likely net buying by local institutions
6) Malaysia's laggard performance vs peers
7) key concerns on banks getting addressed
8) an appreciating MYR (NESTLE, F&N & BONIA)
2018-02-05 11:27