As the risk of both counters increasing when the polling date is near. BJTOTO may be impacted by another one or two states if PR taken over under PAS admnistration. As for UMW, car prices are going to be lowered no matter PR or BN win. When overall prices reduce, consumers will have more choice and we believe this may hit the bottom line of UMW. Together with its oil business activities if under PR government. Although BN may also win, simply a risk control and reportfolio.
We have swtiched to AFFIN, MNRB, STARIT, ALAQAR, DIJAYA, LAYHONG, CYPARK, A&M, HHHCORP and STEMLFE
I suggest you should look into Airport.
Thks David, will look into it and thks for sharing.