Hi,
I neither dare not to bet on OPCOM, THRIVEN nor politically linked to winning PH of GE 14. It is merely speculative trading based on post-election results.
So, I was wondering what are other stocks that I would benefit in the comeback of Tun Dr Mahathir's era. I opine we should pay attention to auto sector.
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If you can recall that... based on this source https://www.thestar.com.my/news/nation/2017/08/25/mahathir-mohamad-start-another-car-project/ ;
Pakatan Harapan might have plans to set up another national car company if it succeeds in capturing Putrajaya in the upcoming general election.
Its chairman Tun Dr Mahathir Mohamad said he has "some ideas about starting another automotive company," that could become a catalyst for the growth of engineering know-how and capabilities.
"For Proton, various companies were established to manufacture components and parts for the cars.
"Cars need 4,000 parts, so these provide opportunities for manufacturers,” Dr Mahathir told a forum on China’s investment in Malaysia.
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My opinion, if our new PM were to set up another national car company, I think he would pursue electric vehicle project. This is the Future. It would be another brainchild of our new PM and a bright future prospect to beneficiaries of potential electric vehicle project.
I dare not to forecast or recommend what stocks are they and their TPs, but in my mind, I prefer manufacturing companies for potential components of electric vehicle. This include (1) D&O Technologies, who produces LED for the car and (2) the only public-listed car battery producer, GPA Holdings.
http://klse.i3investor.com/blogs/moreideasmoremoney/156835.jsp
