SAMP- Has the lowest PE ratio among top3 commercial bank. NAV is higher than CMP. Subsidiaries are doing well.
AAIC- PE ratio is around 6. Even though NAV is at 6, it will be boosted very soon after the sale of AAIC general business. In there books General business is valued at 800Mn. I work at a rival insurance company and they're activley shopping there general business for any takers. There valuation put it at over 3Bn which i think is too much but i can see easily deal being done at around 2-2.5Bn region.
RHL.X - Undervalued share but very conservative management is hurting the share market price of this share.
APLA- among manufacturing shares this has one of the lowest PE ratio and can expect a good dividend yield.
RCL- Low PE and expanding overseas business.
ELPL- Best performing plantation company due crop diversification. They already have 3 hydro power projects operational and recently another 2 hydro power projects were given approval.
TJL- Good management, Consistent growth levels achieved, good dividend yield and pending GSP+ approval.
CIND- Good management, good performance and good dividend yield.
Please share your picks and give solid and factual reasoning behind your picks so other members can make much informed decisions in the equity market.