Public Watchlist: Hong Leong's Top Picks for 2014

2014 Outlook & Strategy (by HLIB: 10 Dec 2013)

We expect macro risks to diminish into 2014 with global growth picking up to 3.6% reinforced by synchronised growth among major economies. Malaysia's real GDP growth to pick up slightly to 5.0% in 2014 as stronger net exports offset slower domestic demand growth.

Malaysia a low Beta market given relatively large fund management industry, lower foreign shareholding (close to trough), recent foreign selldown well absorbed, FBM KLCI P/E premium valuation vs. peers at 5-year average, less volatility and low Beta vs. MSCI Asia ex-Japan. These should help limit impact of outflow pressure from tapering.

End 2014 FBM KLCI target pegged at historical mean P/E valuation of 14.71x or 1,910.

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Stock Name Ref Date Ref Price Price Diff Last Range Open Change Volume Note
BRAHIMS 10-Dec-2013 1.62 0.19
DRBHCOM 10-Dec-2013 2.68 1.91
GENTING 10-Dec-2013 10.14 4.94
IJM 10-Dec-2013 5.84 1.84
MATRIX 10-Dec-2013 3.36 1.90
MAYBANK 10-Dec-2013 9.90 8.25
PHARMA 10-Dec-2013 4.50 3.45
SCOMIES 10-Dec-2013 0.72 0.09
SAPNRG 10-Dec-2013 4.47 0.14
SUNWAY 10-Dec-2013 2.70 1.58
TENAGA 10-Dec-2013 10.96 9.93
TM 10-Dec-2013 5.47 5.75

  7 people like this.
johnny cash WOW this is very very helpfull, hope you will also put other research houses forecast n stock picks for 2014
28/12/2013 10:17 PM
Chong Kim Yock better with tp
06/01/2014 11:47 PM
AyamTua hong leong needs to put ntpm tissue jamban into this list
26/01/2014 10:53 AM
cheongyc27 Land appreciation in Penang may be a factor to rise in price today.
20/02/2014 12:21 AM
kingleecha This is not helpful please! The returns of profits are too low! Only Brahims stroke the good profit!
24/03/2014 10:59 PM
ykgykg Should include SBC !
26/04/2014 4:39 PM
firehawk even Brahims now is losing .....
09/10/2014 4:20 PM
speakup Should include BJCORP!
09/10/2014 4:21 PM
ale893893 Gd. Very helpful.
13/10/2014 9:00 AM
AlsoBuy Unimpressive at all. Perhaps a small group of school-fallouts could do better than them..
17/11/2014 9:34 PM
Somdejking King no lah , just wait for dow jones to drop 500 points, then can go in and sure make .
24/11/2014 9:04 PM
Somdejking King i gave up on these long time ago.
24/11/2014 9:05 PM

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