[New post] UOBKH: Malaysia Consumer

alanyeo posted: " Ripe For A RecoveryWe expect limited downside running into the upcoming results season, as predicated by previous MCO-routed quarters. Instead, we expect valuations and sentiment to be catalysed by the gradual reopening of the economy. Given the favourab" Respond to this post by replying above this line New post on Alpha Edge Investing UOBKH: Malaysia Consumer by alanyeo Ripe For A RecoveryWe expect limited downside running into the upcoming results season, as predicated by previous MCO-routed quarters. Instead, we expect valuations and sentiment to be catalysed by the gradual reopening of the economy. Given the favourable reward-to-risk payoff, we remain OVERWEIGHT on the sector. Our top pick for the sector is Mr DIY. […] Read more of this post alanyeo | July 26, 2021 at 1:23 pm | Categories: Equities - Research Reports by Brokers/ Banks | URL: https://wp.me/p7fA1-24m Comment    See all comments    Like Unsubscribe to no longer receive posts from Alpha Edge Investing. Change your email settings at Manage Subscriptions. Trouble clicking? Copy and paste this URL into your browser: http://alphaedgeinvesting.com/2021/07/26/uobkh-malaysia-consumer/ Thanks for flying with WordPress.com