Most of our Alpha picks delivered gains in Jan 17, with our average BUY picks beating the FBMEMAS Index’s 2.4% gain. Our line-up for Feb 17: BIMB Holdings, Bumi Armada, Ekovest, Genting Bhd, Inari, Kim Loong, MRCB-Quill REIT, Tenaga Nasional and Top Glove. UMW remains our sole SELL. We expect technology and infrastructure investment themes to take the limelight in February. WHAT’S NEW ■