Portfolio Results Update – UMW, PMCap, Khind, Bonia, RHBCap, Tomei, Padini, Alaqar KPJ REIT, IHH, U-Li and MKH

UMW – Improved revenue and profits with 25 cents dividend (Hold)
UMW – Proposed listing of Oil & Gas unit (Positive to extend share holder value)
PMCap – Entering into PN17 (Cautiously hold)
Khind – Revenue increased 40% with 3 fold increased in profits & dividend 6 cents (Buy)
Bonia – Improved revenue with lowered profit (Hold)
RHBCap – Flat revenue and profit (Hold)
Tomei – Improved revenue with highly reduced profit (Hold)
Padini – Improved revenue but drastically reduced profit (Hold)
Innity – Slightly lowered revenue and profit (Hold)
Alaqar KPJ REIT – Improved revenue and profit (Hold)
IHH – PE way too high (Sell above RM 3.40 – 3.50)
U-Li – relooking into it after correction due to not successful takeover
MKH – relooking into it as the EPS has increased substantially.

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