2011 Jewels - A Good Sheen by OSK

2010 proved to be a decent year for OSK’s Small Cap Jewels although their performance was eclipsed by the liquidity-infused rally, which benefited the bigger caps, particularly from 2H2010. Of the 50 stocks profiled in our handbook, half posted absolute returns in excess of 20%, with 49% outperforming the FBM Small Cap and FBM KLCI indices. While the smaller caps are expected to bask in the glory their larger cap peers in 2011, investors should not ignore names with good longerterm potential that are trading at attractive valuations. We like small caps in the construction, property, oil & gas and consumer sectors as beneficiaries of the ETP, elections and earnings themes. Our current top small cap buy ideas are 

KIMLUN (TP: RM2.34), PLENITUDE (TP: RM2.78) and CI HOLDINGS (TP: RM4.37).

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OSK JEWELS 2009 Edition


OSK JEWELS 2010 Edition


2011 ??? Coming SOON .... I DO NOT HAVE, only have 2010

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