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亚马逊云账号(www.2km.me)_Trading themes for 2022

admin2021-12-1828

亚马逊云账号

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According to CGS-CIMB, Bank Negara is expected to dial back some monetary support, with a 50-basis-point hike in the OPR from the current 1.75% to 2.25% by end-2022 as economic activity returns to normal and Covid-19 becomes less of a threat to the economy.

PETALING JAYA: After a turbulent 2021, the local equity market will likely face an even more challenging environment in 2022 due to a confluence of factors in the form of policy, corporate earnings and political risks.

While downside risks for the benchmark FBM KLCI will likely be contained, investors are advised to be nimble in their investment strategy, as the stock market is expected to remain volatile in 2022, said CGS-CIMB Research.

According to the brokerage, there are six investment trading themes that could help investors maximise potential returns in a challenging environment next year.

These six trading themes are beneficiaries of the overnight policy rate (OPR) hike; value and laggard plays; recovery plays; electric vehicle (EV) plays; environment, social and governance (ESG) picks; and high dividend-yielding stocks.

According to CGS-CIMB, Bank Negara is expected to dial back some monetary support, with a 50-basis-point hike in the OPR from the current 1.75% to 2.25% by end-2022 as economic activity returns to normal and Covid-19 becomes less of a threat to the economy.

“A rate hike is positive for banks, as the size of floating-rate loans is larger than total fixed deposits for banks,” it explained, noting both would be repriced upward in tandem with the OPR hike.CGS-CIMB's overall top-three stock picks are Inari Amertron Bhd, HLB and QL Resources Bhd

In its report yesterday, CGS-CIMB said it had an “overweight” call on banks, with Hong Leong Bank Bhd (HLB), Public Bank Bhd and RHB Bank Bhd as its top-three picks in the banking sector.

“Other potential beneficiaries of a rate hike would be companies that have a large net cash position, as they will gain from higher interest income,” it said.

Conversely, a rate hike is negative for companies with high ringgit borrowings, as it would result in higher interest expenses, the brokerage added.

On value and laggard plays, CGS-CIMB said these would comprise stocks that are currently trading below their share price highs in the pre-pandemic year of 2019, have underperformed the FBM KLCI year-to-date in 2021, and are now valued at an attractive price-to-book value (P/BV) compared to their pre-pandemic average P/BV.

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