Weekly Industry Update

A new year a new start, 2011 was the year of telecos (dtac, advanc) and service cos (bigc, cpn, robins, makro), this year I’m still looking and expect energy to perform well especially if Iran and the US decide to make the headlines. Not to be left out are a few select companies in the Industrial’s sector, I’m loving SVI and will post more about it later this month.


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