Our February Alpha Picks delivered a simple average return of 2.3%, outperforming the FBMKLCI’s -0.7%. The recent market pullback provides good opportunities to accumulate our March alpha picks (unchanged from February’s picks) of Ann Joo, Bumi Armada, GAQRS, Serba Dinamik, VS Industry and Yong Tai. We continue to expect emerging re-rating catalysts for these stocks by 2Q18. WHAT’S NEW