Our Dec 21 portfolio outperformed the FBMKLCI (+13.4% vs +3.5%), mainly driven by our SELL call on Sapura Energy and inclusion of VS Industry in our BUY picks. Alpha Picks for Jan 22: CIMB, GENM, Mr DIY, MyEG, Sentral REIT and VSI. We remove Sapura Energy and add BUY-rated Mr DIY and Sentral REIT. Most […]

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