For year 2021, the sectors that performed well were packaging, finance and plantation.
Packaging Sector
The star performer is definitely BPPLAS. Share price double after declaring bonus issue. Portion of the share was sold at RM2.93 (approx) and acquired again after bonus issue. Thong Guan on the other hand was moderate. Price hovering approx RM2.70 but still appreciated 12%. Better than Fixed Deposit and other unit trusts!!
Plantation Sector
This sector was good due to high CPO price. Innoprise performed better than HSPLANT due to its dividen policy. However, coming quarter, HSPLANT will declare its dividen so price appreciation is expected.
Furniture Sector
Furniture sector was the worst due to MCO shut down, high shipping cost, labour shortage and material supply chain disruption. I believe this sector will pick up starting second quarter of 2022 and therefore good time to accumalate. HEVEA was a bad investment. Acquired at high price but managed to average down recently so hopefully it can recover soon. Poh Huat and LiiHen are cash rich so nothing to worry.
Finance Sector
RCE Cap was the best performer among its peer. Appreciated almost 100% and sold half. After bonus issue on coming 5th Jan, I will buy back again. ELK-Desa and Takaful were flat.
Others
For industrial manufacturing, Wellcall was a surprise. The share price picked up at the end of 2021. Coming quarters will be good as demand for its product remain strong.
Overall 2021 performance was not bad. The conclusion that can be drawn is better analysis better return and definately needs patience. Wish you all best in 2022!
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