Singapore Stock Market News

Malaysia Oil & Gas - Jekyll and Hyde

StockFanatic
Publish date: Thu, 08 Jan 2015, 05:27 PM
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■ An interesting 2015 to look forward to following oil price panic and O&G stocks major underperformance in 2014; majority of negatives priced in, values emerging.

■ Expects a tale of two halves - a cautious 1H, interest returning in 2H as sensibility and value investing sets in.

Positioning for key picks ahead of recovery. Yinson, BArmada, Dialog and Perdana are key BUYs. Tactical sector Overweight.
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