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发表于 8-5-2009 02:54 PM
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Why would anybody these days still be bothered about “politically linked” stocks?
With big-name corporations locally and abroad now trading at depressed valuations, chasing stocks for their political ties, if any, rather than a company’s fundamentals sounds unnecessarily risky.
It is like playing musical chairs. The music may stop abruptly.
Still, perhaps the local stock market was so dull over the past few weeks that CLSA Asia Pacific Markets came out with a report,“Who is daddy’s pet?”, to capitalise on the change in the country’s top leadership.
In the report, published by The Edge Financial Daily last Tuesday, CLSA identified 35 stocks to watch (see list) with Datuk Seri Najib Razak becoming the country’s new prime minister.
These companies were named largely because their owners or managements are perceived to have some ties with the new leader or in which his brothers are deemed to have interests.
High on the list are companies in which government-linked investment institutions have major interests, such as Bumiputra-Commerce Holdings Bhd (BCHB) — helmed by Najib’s youngest brother Datuk Nazir Razak — UEM Land Holdings Bhd, Malaysian Resources Corp Bhd (MRCB) and so on.
As for those companies driven by individual entrepreneurs, CLSA highlighted companies like Johan Holdings Bhd and George Kent Bhd, both controlled by Tan Sri Tan Kay Hock (said to be Najib’s golf buddy), Ancom Bhd and Nylex Bhd (controlled by Datuk Siew Ka Wei), Bolton Bhd and Symphony House Bhd (controlled by Datuk Mohd Azman Yahya) and Sapura Crest Petroleum Bhd (owned by Datuk Shahril Shamsuddin).
[ 本帖最后由 bullvsbear 于 8-5-2009 02:56 PM 编辑 ] |
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发表于 8-5-2009 10:39 AM
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