Bullish on Gloves, Aviation and Consumer
01-Oct-10 02:12
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US-based Levitt Capital Management LLC Chief Investment Officer and founder Robert Levitt gave his views on the Economic Transformation Programme and Malaysia. He explained why he likes the glovemaker industry (Supermax,Top Glove, Hartalega, Latexx), aviation (MAHB, Air Asia, MAS) and consumer sector (Parkson) and not plantation stocks. He wondered aloud why the government hospitals don't buy gloves from the local manufacturers and how the automotive sector doesn't make any sense.
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