Salt, one hotel here is very attractive.@salt wrote:Well, I am quite pessimistic about the market outlook.
One big positive is JKH, but price may drop fourth because of right issue. If you catch right price possibly below 200, that's value. We need more clarity on integrated resorts project
I'm positive on hydro power sector medium term perspective.
HHL among conglamorete s despite outlook for FMCG is generally negative
TYKO & TYRE among manufactures.
HSIG, PALM & SHOT in hotels. I own little quantity of Two of them.
UML in motor sector, but beware of price drop. It has a good cash flow, EPS & DY
Banking : COMB & NDB among high caps, NTB medium & SDB small caps - simply because SDB's less sensitivity to interest rates & high Dy
Only a few. Lets others to debate
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