We sold all balance of AeonCR and some MBSB and swapped to Allianz

We believe Allianze now has more value to AeonCR. We also take chance to sell some MBsB

Success.my – Re-entered into our monitoring list

We have acquired and sold Success before. The current price of Success and its just released result has triggered us to re-look into the company. We believe the current price level is good but waiting for a bargain when it below RM 0.900. It will be around PE 4 times plus 40% traded below its NTAB.

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