Affin stock price has suffered one of the largest drop in this Euro crisis. Even though the indonesia share holding issue remain that call off their investment. However, we believe local Malaysia will still subject to go through a consolidation where Affin should be acquired by larger bank. With price of RM 2.60, it is one of the lowest PE bank in the market. Needless to say it is own by our local Army fund.
We added SUNREIT as it is a well run retail that we believe the creativity is much stronger then any others. We particular like their top floor shopping at Sunway.
J&J Investment Co. 
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