Our top three picks in our small-cap universe are Kossan Rubber, Supermax and Ekson Corp. Kossan and Supermax offer exposure to rubber gloves, a recession-proof business in which Malaysia tops the global league. Eksons Corp is trading at depressed valuations of 0.4x P/BV and 3.5x CY10 P/E. Furthermore, 40% of its share price is backed by its net cash per share of RM0.32.
Wednesday, August 5, 2009
Small Caps top picks (CIMB)
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