OSK Small, Medium & Big Caps Stock Picks for 2H2011



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


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