As we have mentioned that we are worrying about few uncertainties locally hovering around the market. We will now narrow our investment target into three (3) main defensive counters. We are still holding on all other portfolio but be focused at the moment.
1. MBSB – EPF own with strong EPS and turning to commercial bank as catalyst.
2. KAWAN – New expansion plant on its way with consistent sales and profit growth.
3. WHORSE – Consistent earnings with healthy dividend pay out.