With the risk from politics, climate change and regional uncertainty. We selected 3 portfolios that can be continued to accumulate as portfolios. But we like to have a REIT to improve the dividend income while looking at potential 25% capital gain in the next 12 months.
1. MBSB – with the merger of MIDF. The income and potential has improved. As of today close of 730, I would consider is a good to accumulate with a target price of RM 1.00.
2. TOMEI – if there is a war, inflation or adverse effect. Gold prices will go further. Tomei will benefit further. As of the price today of 1.09. Even retail sentinel reduces on jewellery purchases. But this one has an adverse effect on an already undervalued stock. Target price of RM 1.30 above.
3. AHealth – Price at RM 2.50 within 15 times below. The potential of AHealth with the increased potential of demand for medicines due to climate change is expected. Target price of RM 3.00
+1. KLCCP – Among all REITs, this is the only with that fueled with demand for its property. KLCC convention center which is unreplaceable. 6% minimum return a year on dividend at RM 6.80.
J&J Investment Co. 
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