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).
Last Updated:
Stock prices in this Watchlist/Portfolio will refresh automatically for as long as 1 hour of inactivity. After the auto refresh is off, you can re-activate it by turning on the "Auto Refresh" switch.
Turn off this switch if you wish to stop the auto refresh feature before the 1 hour limit is up.
| Name | Ref Date | Ref Price | Price Diff | Open | Last | Chg% | Chg | Volume |
|---|
Discussions
Be the first to like this. Showing 6 of 6 comments
Malaysia equity strategy: Eight reasons to be positive in 2018
We believe...
I believe~
2018-12-21 11:55
Post a Comment
Featured Posts
Latest Videos
Apps
Top Articles
1
2
3
Good Articles to Share
What’s behind the slew of restaurant bankruptcies in 2024? Experts unpack the problems
4
Good Articles to Share
5
Good Articles to Share
6
TA Sector Research
8
Good Articles to Share
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
MQ Trading Signals
Stock
Time
Signal
Duration
Stock
Time
Signal
Duration
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
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