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While markets did not rally as much as expected in 1H2011, OSK are keeping our view of an election-fuelled rally towards year-end, bringing the KLCI to 1680-pt target.
Banks, Oil & Gas, Construction, Property & Healthcare/Media remain OSK Preferred sectors. OSK Top Buys are generally extracted from these sectors.
OSK note that their Top Buys are not cheap but they continue to promote these stocks on account of their lower risk profile and the cautious mood in the market.
Below are OSK Top Buys for 2H2011
Top Buys for Big Caps Stocks
| Stocks | Price (RM) | Target price (RM) | Market Cap (RM million) | Rating |
|---|---|---|---|---|
| Maybank | 8.72 | 10.07 | 63,847.8 | Buy |
| CIMB | 8.34 | 9.15 | 61,982.8 | Buy |
| Axiata | 4.92 | 5.77 | 42,276.7 | Buy |
| UEM Land | 2.77 | 3.52 | 11,285.0 | Buy |
| AirAsia | 2.99 | 3.89 | 8,299.5 | Buy |
Top Buys for Medium & Small Caps Stocks
| Stocks | Price (RM) | Target price (RM) | Market Cap (RM million) | Rating |
|---|---|---|---|---|
| Kencana Petroleum | 2.74 | 3.17 | 6,323.1 | Buy |
| QL Resources | 3.21 | 3.81 | 1,049.9 | Buy |
| KPJ Healthcare | 4.26 | 5.37 | 815.0 | Buy |
| Media Chinese | 1.27 | 1.70 | 2,756.1 | Buy |
| KimLun Corp | 1.79 | 2.37 | 940.4 | Buy |
Source : OSK Research
Related posts:
- OSK 2012 Outlook & Top Buys for Big/Mid/Small Caps Stocks
- Stock Picks – 2011 Outlook & Small / Big Cap Top Picks
- OSK Top 5 Stock Picks for February 2011
- OSK Top 5 Stock Picks for March 2011
- OSK Top Buys for Big and Small Caps in 2H2010
- Stock Picks – December Outlooks & Top 5 Buys
- OSK Top 5 Stock Picks for April 2011
- OSK Top 5 Stock Picks for February 2012
- OSK Top 5 Stock Picks for May 2011
- OSK Top 5 Stock Picks for March 2012
