|
Sector
|
Rating
|
Remarks
|
|
Building materials – “steel”ing ahead
|
Overweight
|
Preferred
pick: Ann Joo
|
|
Construction – still cheap in a cyclical boom
|
Overweight
|
Top pick: Gamuda
Favour: Mitrajaya
|
|
Gaming – From Korea to Las Vegas
|
Overweight
|
Top pick: Genting
Prefer BJTOTO over Magnum
|
|
REITs – sector risk priced in, European QE a positive
re-rating catalyst
|
Overweight
|
Top pick: KLCC
|
|
Plantation – expectation of El Nino to keep excitement
alive
|
Overweight
|
Top picks: KLK, TSH
|
|
Power utilities – still a powerful sector
|
Overweight
|
Top pick: Tenaga
Proxy play: Pestech
|
|
Rubber gloves – buying opportunity
|
Overweight
|
Top pick: Hartalega
|
|
Transport & logistic – in a better shape
|
Overweight
|
Top picks: Maybulk, Harbour
|
Special thanks to Siao Ping to supply the reports.
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