Bursa Malaysia:Mid Cap top pick for 2007
Selection criteria:
1.Up below 10% from oct 06 to Nov 06
2.PE below 15
3.Market capitalised between 500 m to 4000 M
Shell
Main profit contribution from refinery process, from Q2 profit margin down due to higher costs of processing, and material price.Oil price up to 62 US per barrel. This is advantage to SHELL . Anywhere it is high dividend yield stock. If oil price maintain high.It may be selected as next rally counter. Current price level still below the year high.
Titan
As my previous blog, indicate that Earning improved and PE is very attractive, but high oil price will reduced it profit margin. High gearing it may be another inherent risk for this counter.
Orient
Selected due to it conservative management, Good PE and low gearing (11% D/E) and Big Cap.
Current price 4.5 and with PE 8. Still far from market average PE 14.
MBM
Perodua car , Kelisa and Myvi Most successful malaysian car company. There is possible merging in car industries. MBM resource is top pick for the industries and most beneficially on it.
I&P
Famous property developer in klang valley. Selected due to cap more than 1000 m and current price only 0.5 on NTA.
Unisem
Top pick for semi conductor industries, Will be benefit from recovery on the industries. Profit may anticapted better than
average.
MAA
The direct benefit from bull market, current price RM1.80. Compared to year high 3.00. Still a room to increased.
Scomi
An hot red stock in bursa malaysia, Involving in multi business. May continous put attention from the eye of investors.Only concern is high gearing. The company shall work hard to reduced it.
NCB
Port operator for port klang. Need put attention here is this company is debt free company. Market cap is more than 1000m.Trading in 0.7 of NTA.
Uchitec
Supplier of coffee maker to the world. Limited capital expenditure requirement , min 70% profit as dividend. Need put attention here, it is Debt free company.
Conclusion
There are 11 been listed , Which one is good ? Both 11 is good. Depend your investment habbit.
For aggressive type.
May consider Scomi,MAA, Unisem , hope growing or improving performance
For Conservative type.
May concentrate on I&P, Orient, MBM . Looking for their respective undervaluation.
For retiring plan investor
May be can try those high dividend yiled stocks like uchite
1.Up below 10% from oct 06 to Nov 06
2.PE below 15
3.Market capitalised between 500 m to 4000 M
Shell
Main profit contribution from refinery process, from Q2 profit margin down due to higher costs of processing, and material price.Oil price up to 62 US per barrel. This is advantage to SHELL . Anywhere it is high dividend yield stock. If oil price maintain high.It may be selected as next rally counter. Current price level still below the year high.
Titan
As my previous blog, indicate that Earning improved and PE is very attractive, but high oil price will reduced it profit margin. High gearing it may be another inherent risk for this counter.
Orient
Selected due to it conservative management, Good PE and low gearing (11% D/E) and Big Cap.
Current price 4.5 and with PE 8. Still far from market average PE 14.
MBM
Perodua car , Kelisa and Myvi Most successful malaysian car company. There is possible merging in car industries. MBM resource is top pick for the industries and most beneficially on it.
I&P
Famous property developer in klang valley. Selected due to cap more than 1000 m and current price only 0.5 on NTA.
Unisem
Top pick for semi conductor industries, Will be benefit from recovery on the industries. Profit may anticapted better than
average.
MAA
The direct benefit from bull market, current price RM1.80. Compared to year high 3.00. Still a room to increased.
Scomi
An hot red stock in bursa malaysia, Involving in multi business. May continous put attention from the eye of investors.Only concern is high gearing. The company shall work hard to reduced it.
NCB
Port operator for port klang. Need put attention here is this company is debt free company. Market cap is more than 1000m.Trading in 0.7 of NTA.
Uchitec
Supplier of coffee maker to the world. Limited capital expenditure requirement , min 70% profit as dividend. Need put attention here, it is Debt free company.
Conclusion
There are 11 been listed , Which one is good ? Both 11 is good. Depend your investment habbit.
For aggressive type.
May consider Scomi,MAA, Unisem , hope growing or improving performance
For Conservative type.
May concentrate on I&P, Orient, MBM . Looking for their respective undervaluation.
For retiring plan investor
May be can try those high dividend yiled stocks like uchite
posted by leeya at
8:51 AM
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