Good morning

I have sold all Gst related stocks and bought into the Next Thematic Play Stocks of 11MP & East Malaysian Election (2016)

1) CMSB - Clear winner of Pan Borneo Highway (Rm27 billions)
2) KKB - Subsidiary of KKB
3) Naim - Will Get Lion Shares of 11MP projects in East Malaysia
4) Weida - Expected to clinch the Half Billion Water related projects.
5) Kbunai - www.nexusresort.com was mentioned by PM Najib in 10MP

I also like these stocks which are relatively very cheap

1) MUI Bhd - Fallen below Dec. 15 to 17 2014 lows

2) Mulpha - Mulpha will benefit from UEMS' synergy in Gerbang Nusajaya

3) PriceWorth - I am looking at this laggard timber stock.

4) KPSCB - Undervalue Assets

5) Digistar - I am waiting to buy below 20 cents

6) Bj Corp - I hope to get it cheap at 35 cents.

7) I hope to see these shares fall down in this month of May.

PBA, AEON, KSeng, CHHB, MUI Prop, Hiap Teik, NTPM, Hexza & others.

I like bear markets when people are fearful.

Regards,

Calvin Tan Jurong West Singapore

Note: Except for 11MP Stocks there is no hurry to buy as there is a general inertia now in the market.

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