|
Sector
|
Rating
|
Remarks
|
|
Aviation – on cruising mode…
|
Neutral
|
Preferred
pick: AirAsia
|
|
Consumer (Brewers) – brewers to see less cheers
|
Underweight
|
|
|
Consumer – belt-tightening continues
|
Neutral
|
Preferred picks: Nestle, Padini
|
|
Healthcare – captive earnings but valuations rich
|
underweight
|
|
|
Media – muted tone persists
|
Underweight
|
|
|
Property developers – taking a breather
|
Neutral
|
Top pick: Sunway
|
|
Technology – staying neutral with selective picks
|
Neutral
|
Prefer MPI over Unisem
|
|
Oil & Gas – stay picky; and hold’em drill-bits for
3QCY14
|
Neutral
|
Top picks: SapuraKencana Petroleum, Coastal
|
|
Telco – still evolving
|
Neutral
|
Top pick: TM
|
|
Banking – same old, same old
|
Neutral
|
Top pick: AFG
Top buy: AEONCR
|
|
Automotive – sales momentum to slow down in 2H14
|
Neutral
|
Like: BJAUTO
|
Welcome to Bursa Malaysia/KLSE Research Summary
Thursday, July 3, 2014
Kenanga Sector Update
Kenanga Sector Update
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