Local consumption stocks are in good buy

There are plenty of stocks may not need to be affected by the trump policies.  It may earn less or more as market consumption swift.  There are still plenty.  Especially food and beverage or producer like KOPI and LHI.  At the moment, plenty local banks are attractive of avoid regional banks.  More local focus can be Ambank, MBSB, Affin just to name a few.

Tomei and Poh Kong are highly undervalued if gold price going to sustain above USD 3,000

Amid uncertainty of the existing trump tariff.  Gold prices continue to show strength and this gives easy earning growth to both mature gold related business entities in Malaysia.  Mainly Tomei and Poh Kong. With dividend above 3% level and PE of over 3 times.  Of course a strong NTA on hand.  It should be stocks that you can’t miss by having it into your portfolio.

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