Budget 2019 is not affecting our portfolio

We see not much impact in term of good or bad on our portfolio. Our main holdings MBSB, CIMB, MAYBANK. Our growth stocks holding on Apex Healthcare and YSPSAH will be still on target to grow. But we have bought in quite a lot of undervalued stocks lately.

We will put a little attention back to impact investment. Besides of financial industry of Malaysia. We always like tech but that’s not much good tech in Malaysia.

Our other segments includes healthcare (but not overvalued), agriculture, climate change (green related) and tech.

We bought in HHHCorp and Bioalpha holdings. Undervalued like JAKS, AYS, Pantech, Rhonema and Ken.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Create a free website or blog at WordPress.com.

Up ↑

%d bloggers like this: