Public Watchlist: RHB Investment’s Top Picks for 2021

Despite heightened macroeconomic risks, we believe the market will continue to price in a post-pandemic scenario. We remain constructive on the market outlook for 2021, on the back of supportive monetary conditions, fiscal initiatives and vaccine mass availability after mid-2021 that will hasten the return to normality. Ample liquidity implies shallow market corrections as investors look to reposition at lower levels. Conversely, the propensity for investors to take profit on sharp rallies will remain elevated.

The market’s pivot to value sectors will continue, especially with growth stocks trading at significant premiums. Given the potential for volatility as the markets adjust to shifting expectations, a balanced portfolio remains
appropriate, comprising a trading bucket, coupled with an increasing focus on cyclical sectors to be adequately positioned for a gradual structural recovery, back-stopped by core holdings in defensive and resilient yield

We are OVERWEIGHT on banks, NBFIs, auto, construction, rubber products, basic materials and gaming. We introduce our end-2021 FBM KLCI target of 1,750 pts, premised on a target 16.5x (liquidity premium to 15.9x mean) on 2022F earnings.

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Stock Name Ref Date Ref Price Price Diff Last Range Open Change Volume Note
CMSB 11-Dec-2020 1.97 1.78
DRBHCOM 11-Dec-2020 2.17 1.91
GENTING 11-Dec-2020 4.48 4.94
HLBANK 11-Dec-2020 19.14 17.52
KERJAYA 11-Dec-2020 1.05 1.33
KLK 11-Dec-2020 23.30 22.24
KPOWER 11-Dec-2020 5.36 1.91
MAGNUM 11-Dec-2020 2.23 2.11
MAYBANK 11-Dec-2020 8.40 8.25
PWROOT 11-Dec-2020 2.06 1.73
PMETAL 11-Dec-2020 8.03 5.30
SOP 11-Dec-2020 4.07 4.00
SUNCON 11-Dec-2020 1.89 1.69

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