If RHB result is good. It should benefit OSK. Base on current price of OSK not even reflect the performance of RHB Bank. We have been gradually collecting it when market is weak. I like Jaks as going forward 2020 expecting a slow economy. Its energy segment may deliver and in fact a potential leap frog if there is no fraud accounting basis. Eventually Kipreit is still our REIT target. We need good cashow model return. Currently in term of yield and potential capital gain will still let us fall in love with Kipreit.

Business is the advocator of certainty. Speculator is the advocator of crisis. When today major leaders are stunning market rather than calming down market. The era of non ethical and highly unpredictable started. Hedging may become one of the necessity of all investors.

I have been buying GENM due to its beaten down price by surrounded theme park issues and new taxes. I always think it is a good worthy stock. But recent decision by major share holder in buying assets from its own pocket did raise question. The point is not long term or short term. Most important is the ethic. That’s set bad example to Malaysian stocks.

If you wish to enter the market. I would advise to buy for long term and especially cash flow healthy company with consistent profit. Personally I will keep buying on beaten down blue-chip with great dividend yield.

From China US trade issue to Iran, S.Korea vs Japan, Brexit, Hong Kong fire point, Taiwan, N. Korea, Russia and US exit mid range missile treaty. Also our local uncertain politics. I think 60% chance can lead to another prolong slow down from any of these fire points.