Performance of 2010 OSK Top 50 Small Cap Jewels



2010 proved to be a decent year for OSK’s Small Cap Jewels although their performance was eclipsed by the liquidity-infused rally, which benefited the bigger caps, particularly from 2H2010.

Of the 50 stocks profiled in handbook, half posted absolute returns in excess of 20%, with 49% outperforming the FBM Small Cap and FBM KLCI indices.

While the smaller caps are expected to bask in the glory their larger cap peers in 2011, investors should not ignore names with good longer term potential that are trading at attractive valuations.

OSK like small caps in the construction, property, oil & gas and consumer sectors as beneficiaries of the ETP, elections and earnings themes.

The table below are the 2010 performance of OSK Top 50 Small Jewels and performance since OSK’s Small Cap Jewels report released in April 2010.

No Stocks 2010 Performance (%) Apr – Dec 2010 Performance (%)
1 C.I. HOLDINGS BHD 125 51
2 HELP INTERNATIONAL CORP BHD 86 46
3 QL RESOURCES BHD 83 57
4 SUNWAY HOLDINGS BHD 74 44
5 TASCO BHD 70 43
6 MAMEE DOUBLE DECKER BHD 63 9
7 FABER GROUP BHD 58 12
8 HOCK SENG LEE BHD 56 15
9 PADINI HOLDINGS BHD 53 50
10 KIAN JOO CAN FACTORY BHD 51 44
11 KPJ HEALTHCARE BHD 49 31
12 ZHULIAN CORP BHD 44 -4
13 DELLOYDVENTURES BHD 42 19
14 MBM RESOURCES BHD 37 21
15 LION INDUSTRIES CORP BHD 33 13
16 LINGKARAN TRANSKOTA HLDGS 32 22
17 AXIS REAL ESTATE INVESTMENT 30 22
18 HANDAL RESOURCES BHD 29 54
19 YI-LAI BHD 28 5
20 AJIYA BHD 28 0
21 HEKTAR REAL ESTATE INVESTMENT 26 9
22 PROTASCO BHD 23 10
23 GLOMAC BHD 23 22
24 FREIGHT MANAGEMENT HOLDINGS 21 24
25 ENG TEKNOLOGI HLDGS BHD 21 -26
26 CENTURY LOGISTICS HOLDINGS BHD 20 22
27 KOSSAN RUBBER INDUSTRIES 18 -19
28 NAIM HOLDINGS BHD 17 3
29 EP MANUFACTURING BHD 17 14
30 MALAYSIA STEEL WORKS KL BHD 17 11
31 COASTAL CONTRACTS BHD 15 -12
32 SOUTHERN STEEL BHD 11 -9
33 NEW HOONG FATT HOLDINGS BHD 9 6
34 LEADER UNIVERSAL HOLDINGS 8 -13
35 KAWAN FOOD BHD 6 20
36 EVERGREEN FIBREBOARD BHD 5 -8
37 NTPM HOLDINGS BHD 4 0
38 AEON CREDIT SERVICE M BHD 3 -4
39 PELIKAN INTERNATIONAL CORP -3 -2
40 SALCON BHD -5 -3
41 CBS TECHNOLOGY BHD -5 -11
42 MULTI SPORTS HOLDINGS LTD -5 11
43 EFFICIENT E-SOLUTIONS BHD -13 -12
44 PLENITUDE BHD -16 -27
45 SIGNATURE INTERNATIONAL BHD -20 -19
46 ALAM MARITIM RESOURCES BHD -22 -17
47 HAI-O ENTERPRISE BHD -25 -39
48 ADVENTA BHD -25 -32
49 PANTECH GROUP HOLDINGS BHD -36 -36
50 NOTION VTEC BHD -37 -48


Source : OSK Research


Leave a Comment

  • sky 6th May, 2012, 1:01 am

    Hi,

    do you have such comparison for the 2011 edition as well?

    thx

    sky

    Reply
  • 1mdb.com 6th May, 2012, 11:20 am

    sky, sorry I don’t have

    Reply