These are few of my picks based on there last qtr performance. I expect them to build on that performance due to favorable budget towards them.
APLA
Last qtr EPS 9
Annualisied 36
Pe Ratio 4.86
NAV above 200
With the emphasis on construction and infrastructure project this company top line will grow further. Reducing world prices will help them improve there margins also.
AEL
EPS 0.68
Annualizied 2.72
Pe ratio 8.8
NAV 17.21
Comparing with the KAPI this is better. I expect this to reach 30 level when kandy highway and some of the housing projects proposed starts. Corporate tax also came down
Others are entire Renuka Group, PLC, OSEA and ACL