LWSABAH
Not just a Sabah tourism play
Life Water is the dominant bottled water player in Sabah.
Consumer
Non-Rated
Tapping the excursionist trend
Roughly 1m Singaporean day-trippers visit Malaysia each month and Kopi has 7 outlets in JB.
SPZ
Margin & FX upside on VM26 tailwinds
Spritzer should enjoy lower resin costs from the stronger ringgit and SST exemption.
ABLE
Milking opportunities in US and Cambodia
Able could deliver double digit growth - a potential catalyst to return to pre-MACC valuations.