Public Watchlist: The Star Fund Managers' Stock Pick 2016
[1] GAMUDA Bhd is a good construction proxy to buy into to ride out the challenging market environment. [2] Thong Guan Industries is a rare gem, despite rising some 63% in 2015, the stock is still deemed to be undervalued as it is trading at P/B of about 0.85x and annualised forward 2015 basic PER of about 10.5x, which is still a bargain. [3] SKP Resources Bhd expected to record a 3-year earnings CAGR of 68.2% until 2018 based on our projections. [4] Brahim’s unique niche position in this industry allows them to focus on the provision and supply of halal meals. A key “game changer” for the group is the emergence of Singapore-listed SATS Ltd as a new strategic shareholder. [5] MAYBANK is one of Nomura’s Asia-Pacific ex-Japan’s top picks for 2016. [6] RHB Cap has embarked on an internal re-organisation programme and has completed its implementation of an employee mutual separation scheme that will generate cost savings of RM190mil per annum. It has also completed a rights issue in December 2015 that raised RM2.3bil. [7] OVER the next one to two years, foreign workers working permit renewal services are expected to be the MyEG Services Bhd’s main earnings contributor. [8] WITH RM2.8bil worth of jobs secured last year, WCT Holdings Bhd’s order book makes up 4.1 times of its 2014 construction income.
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