Malaysia - Market Strategy

[winston]

Our HLIB Research 2021 top picks continues to strike a balanced portfolio in recovery bias (Tenaga, AMMB, DRB, MBM and FocusP), combined with volatility (Bursa), defensives (TM, MQREIT), value (IJM, Sunway, Armada) and sold down pandemic beneficiaries (Top Glove).

Source: HLIB

[winston]

HLIB Research's top picks have a recovery bias (Tenaga, RHBBank, DRB, MBM and FocusPoint) combined with volatility (Bursa), defensives (TM, MQREIT), value (IJM, Sunway, Armada) and sold down pandemic beneficiary (Top Glove).

Source: HLIB

[winston]

Rakuten Trade: Investors shift to recovery play from healthcare related stocks

by Tan Siew Mung

He pointed out that there is a change in sectors that are now in the spotlight with the rise in plantation related stocks among others, and a shift away from healthcare related stocks.

“As for our top picks for technology stocks, we would recommend VisDynamics Holdings Bhd, JCY International Bhd, Elsoft Research Bhd, Inari Amertron Bhd, and Mi Technovation Bhd".

“Small caps stocks which we would recommend are Supercomnet Technologies Bhd, AppAsia Bhd, RCE Capital Bhd, TCS Group Holdings Bhd, and D'nonce Technology Bhd” .

Source: theedgemarkets.com

https://www.theedgemarkets.com/article/ ... ted-stocks

[winston]

STRATEGY – MALAYSIA
Opportunities In Reopening Laggards, Among Others

The year has started with a whimper for the broad market amid domestic political
turmoil and the country’s return to a harder lockdown.

However, we expect the market to trend higher as investors price in the economy’s reopening in 2H21.

Thematic plays which appeal include reopening laggards, dividend catch-ups and relatively cheap stocks with strong earnings momentum.

Top picks: Astro, GENM, Globetronics, Hap Seng Plantations, MYEG, Sunway Bhd.

Source: UOBKH

https://research.uobkayhian.com/content ... 6ee32d5012

[behappyalways]

八点最热报 29/01/2021 宅男号召美股散户血洗卖空大鳄 马股敢死股民要复制奇迹！
https://m.youtube.com/watch?v=t_zHJ-l0Cqk

[behappyalways]

八点最热报 30/01/2021 华尔街大鳄惨败YOLO股民 马股能重复奇迹?
https://m.youtube.com/watch?v=pyd_pOGULxk

[winston]

Bracing for longer recovery

Record high COVID-19 cases to derail recovery momentum

State of emergency lasting till August 2021 helps to provide political stability

End-2021 KLCI target of 1,770 based on 16x CY21 earnings

Top picks: KLK, WPRTS, GAM, TDC, IJM, VSI, HIBI, SENTRAL

Source: DBS

https://researchwise.dbsvresearch.com/R ... =gachakhab

[winston]

STRATEGY – MALAYSIA
Alpha Picks: Banking On Imminent Catalysts

Our January alpha picks outperformed the FBMKLCI (6.7% vs -3.7%), boosted by
Inari and Top Glove.

For February alpha picks, we add Sunway Bhd and Hap Seng Plantations (HAPL).

Our picks - Astro, GENM, HAPL, Inari, Scomnet, Sunway Bhd and Top Glove - are expected to gain positive momentum in their upcoming results.

Other BUY-rated notable stocks with strong earnings momentum include MYEG and Press
Metal.

Source: UOBKH

https://research.uobkayhian.com/content ... 4c90dd8649

[behappyalways]

八点最热报 08/02/2021 本地卖空行为不严重 散户逼空或一厢情愿？
https://m.youtube.com/watch?v=Zuk45VOJv4c

[behappyalways]

八点最热报 03/03/2021 "宅经济"催生网购热 大马家具业全年爆单
https://m.youtube.com/watch?v=i_BC8T5lycg