|
Top Calls
|
||
|
|
||
|
Strategy � KLCI (OVERWEIGHT,
maintain)
- Budget 2015: A Balancing Act Consumer discretionary spending is facing headwinds from higher inflation, not to mention the implementation of a 6% GST starting Apr15. Hence, the Budget 2015 is right to give more emphasis to infrastructure projects. We continue to Overweight the construction sector, with Gamuda as our top pick.
|
|
Other Calls
|
||
|
|
||
|
Sector Update � Plantation (NEUTRAL,
maintain)
- Inventory rose to 2.09m MT despite lower production
|
||
|
||
|
||
|
||
|
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.