Our top picks after rationalized

1. MBSB – Continue accumulation during weakness.

2. INSAS – Buy mildly on every dip but should not over invest.

3. Maybank, CIMB, PBBANK and AFFIN – Long term buy

4. Ahealth and YSPSAH – Hold and acummulate mildly on wekaness

5. Paramount, EIG and MNRB – Add only during market correction. Favour more on MNRB in mid to long term.

6. MREITs – only favour REITs with a theme

Alaqar – Healthcare reits that have consistent growth every year even it is small magnitude.

YTLREIT – Hospitality REIT that will perform well when middle income group growing with travel as important lifestyle.

ARREIT – Diversified REIT with portfolio holding many strategic locations as stakes after MRT project.

MQREIT – Governmental linked with monopolized governmental related portfolio after reverse takeover by MRCB.