Top 3 Pick in 2011-2012 for KLSE

1. Tomei – a continous growing business model and inflating asset price – Gold.
2. Oldtown – highly undervalued with its mass potential growth perspective and dividend policy.
3. AeonCR – Insurance, credit card and its Jusco consumer loan are good model. Most important PE of around 5-6 times is bargain. We turn holding it and increase it if price drop.