Wednesday, October 28, 2009

Stock Picks - Kenneth Ng

Mr Kenneth Ng is the head of CIMB-GK Research. In the recent Sunday Times, the following were his stock picks and reasons:

1. Sembcorp Industries. Utilities division will provide stable earnings growth. Will benefit from petrochemical industry in Singapore. Offshore & marine division will benefit in next few years.

2. Parkway Holdings. Position likely to be enhanced in Singapore with opening of its hospital in Novena.

3. Parkway Life Reit. Health care assets as one of the most stable asset class.

4. Ascott Reit. Well diversified within Asia.

5. DBS bank. Cheapest in valuation amongst the three Singapore banks.

6. Wilmar International. Proven management, forward looking with integrated exposure to manage prices and profits.

7, Genting Singapore. Will remain as one of Singapore's top five market cap stocks for the next few years.

8. Noble Group. Increased volumes and value-added processing capabilities from projects.

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