In a Sunday report, analyst Lai Gene Lih identifies AEM Holdings to be the brokerage’s top tech sector pick. In particular, Lai hones in on the group’s sector exposure that is a result of its strong FY2020E earnings visibility.
SINGAPORE (Apr 20): As more people shift to remote working and communications amid the Covid-19 pandemic, the technology sector is poised to reap attractive rewards.
While Maybank Kim Eng Research is maintaining a “neutral” stance on the tech sector, the brokerage believes some stocks are more likely to thrive than others due to factors such as diversified exposure and earnings visibility.
