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In 1H2010, investors showed interest in beneficiaries of Government fiscal stimulus such as construction and steel, but for 2H2010, we prefer sectors that will benefit from private sector growth and consumption. We believe that private sector growth will gradually take over from public sector pump priming to drive the economy into 2011. As such, our Top Sectors for 2H are Autos, Banks, Consumer, Healthcare, O&G and Utilities.
Our 2H2010 top buys are extracted from our preferred sectors for 2H, namely Autos, Banks, Consumer, Healthcare, O&G and Utilities, with the exception of Axiata, which is a regional growth story. We advise investors to enter the more cyclical sectors of Banks and O&G towards the end of 3Q2010.
The table below are the top buys for Big and Small Caps
| Big Caps | Small Caps | |||||
|---|---|---|---|---|---|---|
| Stock | Price (RM) | Target (RM) | Stock | Price (RM) | Target (RM) | |
| Maybank | 7.38 | 8.5 | KPJ | 2.97 | 3.92 | |
| CIMB | 6.92 | 7.95 | Faber | 2.45 | 3.58 | |
| Tenaga | 8.32 | 10.15 | Zhulian | 2.48 | 3.77 | |
| Axiata | 3.77 | 4.8 | Alam Maritim | 1.63 | 2.99 | |
| Tan Chong | 4.4 | 5.73 | CI Holdings | 2.34 | 3.66 | |
Source : OSK Research
Related posts:
- OSK 2012 Outlook & Top Buys for Big/Mid/Small Caps Stocks
- OSK Small, Medium & Big Caps Stock Picks for 2H2011
- Stock Picks – 2011 Outlook & Small / Big Cap Top Picks
- Stock Picks – December Outlooks & Top 5 Buys
- Performance of 2010 OSK Top 50 Small Cap Jewels
- OSK Top 5 Stock Picks for April 2011
- Stock Pick – OSK 2010 Top 50 Small Cap Companies
- ECMLibra Oil & Gas Sector Stock Picks, Jul 2011
- OSK Top 5 Stock Picks for May 2011
- Stock Picks – Construction Sector – October 2010
{ 2 comments… read them below or add one }
none of my stock is in the list. sad. At least you have alam maritim
yeah I have that but not really performing well.