BFM 89.9
The Business Station
Consumer Sector Still Safe, AEON Still Doing Great
5 mins
·
11:02, 26 Sept 2013
·
Recommended
43 mins
Ngo Siew Teng, RHB Research analyst talks about:
- AEON's fundamentals
- AEON being really illiquid, with major shareholders holding 82% of shares
- impact of fuel hikes, and potentially more subsidy cuts in Budget 2014, alongside GST on the sector
- stocks with exposure to Indonesia and the Philippines, as they have the most attractive consumer sectors in the ASEAN region
- companies that could benefit most from Malaysia's population below 25, which comprises 48%
- Singapore-based clients at your recent marketing session were interested in MLM players such as Amway, Hai-O and Zhulian - is that well-founded?
- if so, which?
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