Top 5 Picks in 2013 for FBMKLCI

1. Sunway – C 2.34 and T at RM 3.00. New developments and asset related
2. Affin – C 3.40 and T at 4.00. One of the lowest valuation of financial. Still expect merging.
3. Allianz – C 6.90 and T at RM 10.00 Stable grow will enhance PE.
4. Alaqar – C 1.29 and T at RM 1.45 Asset related with stable business model to support
5. Layhong – C 1.25 and T at RM 1.80 Min. Agriculture, when revenue cover the increase cost, PE will enhance plus NTAV above RM 2.00

Above portfolio should have between yield of 3-5% annualy.