Posted by calvintaneng > 2013-12-22 18:58 | Report Abuse

Yes. You are right on target. Parkson will face headwind from consumer facing tough times. NTPM Is Highly Defensive. So Is MAHB, Visit Malaysia Year 2014 will bring in more flights to Malaysia. Each plane landing means paying more toll for MAHB. MAHB will be one of the major beneficiaries of VMY 2014 & Year of Festival 2015. Another one is MUI Berhad. MUI Berhad has hotels, tours & Metrojaya for tourists.

Padini Should do well. My 2 visits to JPO were only for shopping at Padini - the best value for money. I once owned Padini. Sold too early. I think DKSH is good but pricey. If I am you I will switch DKSH for PM Corp.

Of course PM Corp is now in correction mode due to negative news. But over a 5 year period PM Corp should do well. And in a 10 year period PM Corp should overtake DKSH.

Posted by Hk Wong > 2013-12-26 21:37 | Report Abuse

Dksh economy bad still people need the service. Bonia is for rich people. Ghlsys when people getting more cost cations there will he for paperless. Is the way to go forward