And counting… Funds are snapping up sound fundamental quality stocks. Sunway crossed RM 2.80, Allianz crossed RM 8.10, Glomac above RM 0.900, RHBCap closed at RM 8.20 & MNRB swiftly moved above RM 2.900. We continue to recommend hold on all these counters. We will sell when it’s become expensive and yield becomes lowered.
For our top picks in 2013, Sunway and Allianz have done well. Affin and Alaqar are still at attractive level that we recommend a buy call. Whereas Lay Hong has disappointed losing quarter but we still firm on its revenue increase will bring good news soon. If continuous losing quarter we will recommend a next action plan.
Most undervalued mid to large cap have done well in the first two months. We expect some small caps will pick up soon. Again we only like quality companies as our portfolio except specified speculative counters.
Our top holding of small cap are still Cheetah, Tomei, Poh Kong, FocusP, Stemlfe and Innity.
Our top REITs holdings are ARREIT, Alaqar Healthcare REIT, TWREIT, STAREIT, AMFIRST. But we do invested all REITs since its inception. We still like REITS that have yields that above 7% and we will add more.