Hot & Cold Sectorial Play In Bursa Q2 2015

This is my personal opinion of which sectors will be hot or cold for Q2 2015

Hot

1) IT company particularly GST counters. (Recurring income from licensing)

2) E-commerce related IT companies - I see new E-malls start to spring up in Malaysia

3) Transportation company. See point (2)

4) Export related company - Earning foreign currency as our Ringgit weakens

5)Semiconductor related which includes tester related companies, OEM component producer, etc

Cold

1) Plantation - CPO prices still very weak

2) Property counters - Loan are harder to get. Not profitable anymore to flip houses

3) REITs - Other than dividend, capital gains were no longer spectacular vs the property boom

4) Companies whose raw material is denominated in USD.

5) O&G related companies - I still think earnings will be weak even though oil prices have started to hover around USD50. Alot of retrenchment happening globally on O&G companies and even scandals start to surface out on O&G companies (Brazil Petrobas)

6) Consumer good companies - GST makes me sad.

7) Precious metal companies. Gold prices still in laggard, so don't put up hopes that prices will reverse upwards , even though there is still gurus out there shouting BUY BUY BUY for GOLD & SILVER.