I have financial interest in Melewar for the steel company comparison. None in the companies above. In hindsight, should hoot9e some Freight too.
Tasco seems good , as they will benefit from cold vaccine distribution.
Freight could possibly benefit from it too as they do have pharmaceutical logistics.
Albukhary
good analysis.
But from my point of view, CJ Century is the most potential stock. Look at its revenue and the newly built warehouse at Klang Bukit Raja, you will feel this company very potential. Plus the CJ Korea support, it will be same as GDEX (with Yamato Japan support)
2020-12-12 18:59