Some comments on my picks:

$DCHCARE / 0283 (DC HEALTHCARE HOLDINGS BERHAD) recent result and acquisition appears negative but I think at current price and considering the tailwind of the industry, I find it attractive and expect to see some fruition a year later.

$WCEHB / 3565 (WCE HOLDINGS BERHAD) An interesting stock ever since I read on Choivo Capital about it. Betting on improved sentiment as I see the automotive TIV broke new high this year and ADT to trend positively. DCF is really the only viable way to value it and can be very subjective.

$TGUAN / 7034 (THONG GUAN INDUSTRIES BERHAD) A well managed company with 10% CAGR over the past decade in the plastic packaging industry. 2023 has not been good for them but I hope to catch the bottom next year. Hope is a dangerous word in investing, showing that I am not that confident with this pick as the industry dynamic is still new to me.

$CORAZA / 0240 (CORAZA INTEGRATED TECHNOLOGY BERHAD) My tech pick if and when the sector trends up again. Expectations are low now and outcome is bias upward in my view.

$MSM / 5202 (MSM MALAYSIA HOLDINGS BERHAD) I consider this and WCE to be my most controvesial picks for next year. I really dont like the management but the latest announcememnt of govt subsidies and promise of relaxation of sugar price control bode well. Absence of further Johor plant repairs and maintenance, I think profitablity will finally comes into view. Sentiment has turned positive over the last month but I think there is more to go.