103717466 : agreed with your view...some large caps stocks are really undervalued.
personally, I holds GENM, SIME and DIALOG. GENM and SIME are mainly for collecting Dividends
Yinson is in KIV list as well.

cwljames OP 103717466 : Thanks for sharing your picks! I totally agree that large caps like GENM, SIME, and DIALOG are showing great value, especially with their solid dividend yields. I also have Yinson on my KIV list—its potential in the energy sector looks promising. I’m curious, how do you balance these dividend plays with growth opportunities in your portfolio? Looking forward to hearing more about your strategy.

小小牛 : Yinson and Dialog are both still collecting funds at this stage. The major players have not even started the second stage of the price adjustment. Now just waiting for the international situation to make an impact.

LCHN : shares buyback only