Public Watchlist: Maybank’s Top Picks for 2019

With 2019 expected to be another volatile year, we retain our defensive core equity strategy. However, we also believe that with volatility, there will be opportunities, and for 2019, we believe there are pockets of opportunities for investors to trade on newsflow and thematics. We introduce eight (8) investment themes in this report. Our revised end-2019 KLCI target is 1,760 after considering the risk factors, balancing off with optimism for policies reset for longer term sustainable growth.

- Thematic 1: Revisiting trough valuations
- Thematic 2: Interest rate cut?
- Thematic 3: MYR’s volatility
- Thematic 4: “Beneficiaries” of trade war
- Thematic 5: Khazanah and LTH’s divestments
- Thematic 6: More M&As and privatizations?
- Thematic 7: More active enforcement against illegal ‘sin’ operators
- Thematic 8: Construction looks east (Malaysia)

We refresh our top BUY picks, considering also our thematics for 2019. Our top picks are CIMB Group, Genting Berhad, Astro Malaysia, UMW Holdings, Alliance Bank, Cahya Mata Sarawak, YTL Hospitality REIT and Mega First Corp.

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Stock Name Ref Date Ref Price Price Diff Last Range Open Change Volume Note
CIMB 14-Dec-2018 5.82 4.09
GENTING 14-Dec-2018 6.02 4.84
ASTRO 14-Dec-2018 1.37 1.04
UMW 14-Dec-2018 5.70 3.23
ABMB 14-Dec-2018 4.00 2.56
CMSB 14-Dec-2018 2.98 1.66
YTLREIT 14-Dec-2018 1.17 0.84
MFCB 14-Dec-2018 3.21 7.06

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