TA INVEST TOP PICKS Q4 2024...

Investment Strategy – Buy on Weakness. Savings from government subsidy rationalisation, multi-billion public spending on infrastructures, foreign direct investments and domestic direct investments in renewable energy and growth sectors identified under the long-term plans are catalysts for domestic sectors. Thus, our top picks are closely associated with the Banking, Construction, Consumer, Healthcare, Power, Property and Telco sectors. The strong growth in the E&E exports driven by the “China Plus One” strategy and demand for advanced technologies, electric vehicles, data centres, etc., are expected to sustain interest in the Technology sector while benefitting Power and Telco players as well.  

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TA INVEST TOP PICKS Q4 2024...

Investment Strategy – Buy on Weakness. Savings from government subsidy rationalisation, multi-billion public spending on infrastructures, foreign direct investments and domestic direct investments in renewable energy and growth sectors identified under the long-term plans are catalysts for domestic sectors. Thus, our top picks are closely associated with the Banking, Construction, Consumer, Healthcare, Power, Property and Telco sectors. The strong growth in the E&E exports driven by the “China Plus One” strategy and demand for advanced technologies, electric vehicles, data centres, etc., are expected to sustain interest in the Technology sector while benefitting Power and Telco players as well.  

 $KLSE-YTLPOWR $KLSE-IOIPG $KLSE-POLY $KLSE-FOCUSP $KLSE-SIMEPROP

$FOCUSP / 0157 (FOCUS POINT HOLDINGS BERHAD)

$SIMEPROP / 5288 (SIME DARBY PROPERTY BERHAD)

$YTLPOWR / 6742 (YTL POWER INTERNATIONAL BHD)

$IOIPG / 5249 (IOI PROPERTIES GROUP BERHAD)

$POLY / 8117 (POLY GLASS FIBRE (M) BERHAD)