Our top picks remained positive in average.  We added 99 Mart since RM 1.90 but we may dispose of overpriced

Our top picks remained positive except YTL-Power, Tomei and Poh Kong.  But we are super positive in these three.  We will buy on any extra cash available. 

We have bought 99Mart since listing.  But we think is too quick and too expensive though future prospect is good.  However, it does not match our criteria with high PE and low dividend due to high entrance price.  We may dispose above RM 2.50 to 2.60 and will re-enter if price is right again.