因为MBB 讲的。
Building Materials: Overweight
– Foundations set for recovery
Positive outlook for 2010. The steel and cement sectors are prime beneficiaries of government infrastructure spending, where projects are expected to gain momentum in 2010 after a year of awards in 2009. We are Overweight on Building Materials. Buy Kinsteel and Lafarge Malayan Cement. Hold Ann Joo.