ABMB, LBS, Sime, KIPReit and KLCCP as Q2 accumulation target

We continue to like KIPREIT and KLCCP as they are the performer and adding cashflow to our investment portfolio. We like LBS due to the prudent property recovery role. We also adding ABMB as an undervalued banking stock to our financial portfolio. We are still holding MBSB Bank, CIMB Bank, Maybank, RHB Bank, Affin Bank, Public Bank, HLFG and AMMB. We believe in 2024, overall banks earning will further improve. Looking forward price upwards bias for at least 10% as of today. We like Sime, as almost becoming the main automobile player in the market. The positioning right pointed to today lifestyle of many people buying cars as necessity. We bought Sime at average 2.4. We will still buy as long as below RM 3. We added KIPReit at 0.895, KLCCP average at 7.5, LBS at 74.