For my personal preference, IOI & KLK would my top pick. But sadly, current share price are little bit expensive.

Buying Batu Kawan = owning KLK as KLK major shareholder is Batu Kawan, if not mistaken BKawan holds more than 40% of stake in KLK. I might be wrong, long time not updated already since after sold off the BKawan. (Sold a bit too early also, otherwise gain more than 30% now). Bought Rm6.50 (before bonus) sold at Rm9.00.