Stock Picks 2011
China Play:
- China Animal Health: produces vaccines for livestock, ~.30
- Sino Grandness Food Industry: supplies fruit juices to supermarts in major cities, ~.47
- Lizhong Wheel Group: produces wheels for automobiles, ~.46
M&A Play:
- Raffles Medical Group: an obvious M&A target left after Parkway and Thomson Medical taken private, ~$2.2
Value Play:
- Hong Leong Asia: major provider of construction material in & S'pore, M'sia and China, ~$2.8 grossly undervalued compared to its high of $5 in April 2010
Commodity & Energy Play:
- Palm Oil (for 1H2011): First Resource, Golden Agri
- Oil & Related Industry: PetroChina, CNOOC, ...
- Metal: Silver, Aluminum, Gold, ...
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