Affin Hwang Capital Daily Insight (LV) - 28 July 2015 - INFRASTRUSTURE / PROPERTY / OIL & GAS

Top Calls

Sector Update � Infrastructure / Property (OVERWEIGHT / NEUTRAL) - Penang story We met with 10 foreign fund management firms while marketing the Malaysian infrastructure and property sectors in Singapore last week. Generally, there was good interest in the infrastructure sector but muted interest in the property sector. We had active discussions on our thematic report on the surge in investments flowing into Penang, the Penang Transport Master Plan (PTMP) and our high-conviction BUY call on Eastern & Oriental (E&O) for Penang exposure. Other BUYs for exposure are Gamuda and IJM Corp.

Other Calls

Sector Update � Oil & Gas (NEUTRAL, maintain) - Limited interest

Morning News & Market Summary

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