In the first part of this two-part series, we focused on RHB’s top 2H18 stock picks with a top down strategy. Apart from taking a top down approach of identifying key sectors that could outperform the broader market, RHB also assessed stocks on individual merits using a bottom up approach. In this article, we highlight two investment themes that derived from a bottom up strategy. Investors Takeaway: 2 Bottom Up Investment Themes For 2H18 Investment Theme 1: Growth Plays With Potential Earnings Upside There are four stocks that RHB identified to have the potential to deliver strong earnings growth or to deliver earnings surprises. China Aviation Oil China Aviation Oil is expected to see the return of earnings growth in FY18. RHB is expecting growth to be aided by strong contribution fr

In a recent article, we saw that there were 106 net-net stocks, as of 16 July 2018. To know what a net-net stock is, you can head here. Let’s look at 20 of the net-net stocks sorted out according to the following two lists: 1) The 10 net-net stocks with the largest market capitalisations; and 2) The 10 largest net-net stocks that have positive net income over the last 12 months, as well as more cash than debt on their balance sheets. Here are the 10 stocks in the first list: UOB-Kay Hian Holdings Limited (SGX: U10), Hong Leong Asia Ltd (SGX: H22), Sino Grandness Food Industry Group Ltd (SGX: T4B), Cortina Holdings Limited (SGX: C41), Fu Yu Corporation Ltd (SGX: F13), YHI International Ltd (SGX: BPF), Hanwell Holdings Ltd (SGX: DM0), Sinostar PEC Holdings Limited (SGX: C9Q), Goodland