Takaful Malaysia Berhad - Indonesia & Malaysia Islamic Insurance Business...





Top Pick in 2012 - Takaful Malaysia Berhad
1) Being the only pure takaful operator listed on Bursa Malaysia.
2) Currently trading at a cheap FY13 PER 7.1x
3) Large Regional Muslim Population, low family takaaful penetration rate and its niche expertise.
4) EPS growth consistently in coming years.
5) Indonesia Operations offer immense potential as the family takaful penetration rate stands at only 1% of population in a country with more than 213m Muslims.

Smart Trader : Bought KFC RM3.78 @25/4/2012,3.50pm

Bought KFC Price RM3.78 @25 April 2012, 3.50pm

Strategy : Buy for short term (6-9 months) because
1) High Dividend Distribution
2) Higher Offer Price from MESB
3) Future Expansion in India & Malaysia Market.
4) Solid Growth Company - Downtrend risk is limited compare to other counters.

Galaxy Entertainment Group (0027.HK)

Galaxy Entertainment Group (27) said one of its shareholders sold 50 million shares of the Co at HK$21.80 each in a block sale (Dow Jones). The Co's price estimate was revised to HK$29 from HK$24 at Nomura.

Global Stock Market Trend

High volatility in current market create a good opportunity for long term investor to accumulate good return share.

US Market :-
1) Agilent Technologies - This is one of the top growth company with strong cash flow. Current transition from TEST & MEasurement Company to Bio-Analysis Measurement company will give them better prospect in long term.