I read The Sunday Times article which complies a list of top ten stocks recommended by stock analysts for year 2014. These are the stocks:
1) Reits: CapitaCommercial Trust
2) Offshore & Marine: Ezion, Keppel, Sembcorp Marine and Nam Cheong
3) Banks: DBS
4) Healthcare: Eu Yan Sang
5) Consumer Goods: Osim
6) Commodities: First Resources
7) Hospitality: Genting
As you can see from the above list, the offshore & marine stocks makes up 40% of the stock recommendation and this is also the sector which I expect to perform good in the coming year.
I agree that CapitaCommercial Trust may see some upside in price in year 2014. My consensus stems more from technicals (by looking at the stock technicals) rather than having a fundamental view of the stocks. For Offshore & Marine, I agree that Ezion is a good bet, however, I would think that three undervalued stocks ......