Model Portfolio For Ace Market

Publish date: Sat, 24 Jan 2015, 05:33 PM

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I have set up a model portfolio for ACE market. The stocks are chosen for their relatively stable earnings. 

	Name	No. of shares	Share Price	Market cap	cumulative 12 months net profit	PER	Principal business activities
		(mil)	(RM)	(RMm)	(RM mil)	(times)
1	Brite Tech	252	0.28	71	4.84	14.6	provides various products and services in the field of water treatment, pollution control, and fuel treatment in Malaysia
2	Diversified Gateway	1,400	0.09	126	2.50	50.4	provides a range of tele/data communication solutions and related services in Malaysia, Thailand, and Singapore
3	EA Holdings	850	0.13	111	7.53	14.7	involved in the e-business consultancy and hardware system integration
4	Eduspec	766	0.27	207	6.85	30.2	provides IT learning programs and educational services in Malaysia and Singapore
5	Focus Point	165	0.28	46	2.79	16.6	operates professional eye care centers in Malaysia
6	Genetech	352	0.16	56	4.31	13.1	operates as a contract manufacturer of automated industrial equipment, systems, and production tools in Malaysia and internationally
7	Heng Huat	206	0.47	97	9.25	10.5	manufacture and sale of biomass materials, mattresses and related products
8	Ideal Sun City	142	0.54	77	5.29	14.5	provides project management services primarily in Malaysia
9	IFCA	496	1.06	526	12.02	43.7	researches and develops enterprise-wide business solutions in Malaysia and internationally
10	Instacom	702	0.15	105	7.40	14.2	ICT, telco equipment installation, civil and M&E and finance
11	Jag	1,000	0.17	170	7.00	24.3	production of metals through recovery of industrial and electronic waste
12	JF Tech	126	0.61	77	2.00	38.4	custom manufacture and sale of integrated circuit test sockets, interconnect, and test solutions and equipment for the semiconductor and electronic assembly markets
13	K-One	418	0.53	222	10.40	21.3	manufacture of electronic end-products and sub-systems for the communication, computer, and consumer electronics industries
14	LNG	242	0.19	46	4.86	9.5	provides precision engineering and precision injection moulding services in Malaysia and internationally
15	Microlink	138	0.55	76	5.20	14.6	development of IT solutions to the financial services industry in Malaysia and internationally
16	Mikro MSC	282	0.32	90	6.70	13.5	manufacture of overcurrent, earth fault, earth leakage, motor protection, reserve power relays, power factor regulators, etc
17	N2N	432	0.86	372	7.00	53.1	offers financial e-commerce solutions comprising eBrokerConnect, an e-broking trading solution
18	Nexgram	1,900	0.08	152	12.60	12.1	end-to-end mobile multimedia application service provider in Malaysia, Indonesia, Thailand, and the British Virgin Island
19	Oceancash	223	0.33	74	5.60	13.1	manufactures and trades thermal bonded non-woven products in Malaysia and internationally
20	Opensys	223	0.34	76	5.60	13.5	provides solutions to the Malaysia financial services industry in the areas of self-service machines and universal delivery systems
21	Oversea	241	0.21	51	2.70	18.7	operates Chinese cuisine restaurants in Malaysia
22	Peterlabs	188	0.18	34	2.30	14.7	manufactures and trades animal health and nutrition products for the livestock industry primarily in Malaysia
23	Privasia	558	0.17	95	5.10	18.6	provides ICT and business process outsourcing services in Malaysia
24	Redtone	527	0.74	390	22.60	17.3	offers data and voice services to government, enterprises, and SMEs in Malaysia and China
25	SCC	43	1.30	56	6.00	9.3	distribution of non-antibiotic animal health products. Manufactures of packaged food products
26	SCH	412	0.26	107	9.50	11.3	supply of quarry industrial products
27	Solution	196	0.25	49	2.90	16.9	engineering equipment (education), lubricant, automation
28	Supercomnet	243	0.12	29	1.60	18.2	manufactures and sells PVC Compound and cables for electronic and data devices in Malaysia and internationally
29	Systech	317	0.37	117	2.96	39.6	provides web-based solutions in Malaysia (1Cliq eMembers Relationship Management)
30	Techfast	153	0.20	31	0.60	51.0	manufactures and distributes specialized fasteners, and related precision turning and machining parts for the electronics industry
31	Tex Cycle	169	0.57	96	10.40	9.3	provides waste recovery and recycling services in Malaysia

Equal weighting will be allocated to each stock.

Let's see how they perform by end 2015.