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Home >> Country >> Malaysia >> Company
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Latest Reports
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| Date |
Description |
Country |
Analyst |
Download |
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| 22-Sep-2023 |
We like Genetec for their wide moat business of “building the machine that builds the machine”, producing custom-tailored assembly lines for electric vehicle (EV) battery packs and regenerative braking systems for global industry leaders such as Tesla. At an undemanding valuation of 18.2x forward PE, we recommend Genetec as a BUY for its key role in the EV value chain. |
Malaysia |
Malaysia Research Team |
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| 14-Feb-2023 |
While contribution from other business segments i.e. Web 3, commercialisation of various new services i.e. blockchain & tokenisation investment in Malaysia, China and Philippines; is likely to mitigate the lost revenue and earnings from FY2026 onwards, the direct impact on foreign worker registration is substantial. Nonetheless, the current weak market sentiment means MyEG is good for longer term investment as the online payment capability of MyEG is still intact. We recommend to Buy. |
Malaysia |
Malaysia Research Team |
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| 30-Sep-2022 |
“YTD MPI has corrected 42% this year and this presents a good opportunity to accumulate due to its compelling valuation, robust sales pipeline, earnings growth prospects, anchored by their expansion roadmap in resilient sectors and strong balance sheet “ |
Malaysia |
Malaysia Research Team |
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| 26-Aug-2022 |
“YTD Vitrox is down 25.7%, amid rotational plays in a rising rate environment and persistently high inflation, the steep de-rating growth of technology stocks to a level of unseen since 2019 was surprise, since the sector fundamentals remain sound. Hence, this presents a great opportunity for investors to buy into Vitrox, which is backed by structural growth catalysts, favourable forex and sensible valuation.” |
Malaysia |
Malaysia Research Team |
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| 25-Nov-2020 |
KESM share price has corrected 14.3% from its 52-week high and its share price recovered gradually on anticipation that global car sales have come off the bottom with recovery signs, as evident from its earnings turnaround in 1QFY7/21. We like KESM for its solid balance sheet and ability to tap into the growing need for burn-in and test services. We believe it is an exciting proxy for automotive semiconductor demand growth, driven by rising electronics content in the automotive industry. Accommodative regulations and incentives from governments of major automotive markets to enhance EV penetration will provide further impetus growth potential. Excluding its net cash position, KESM is trading at 19.5x PE which remains compelling compared with industry average of 25x PE and hence we recommend BUY. |
Malaysia |
Malaysia Research Team |
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| 04-Jul-2019 |
We like D&O for its strategic involvement in the multi-year revolutionary change in the automotive lighting industry and more importantly the industry is on the cusp of a major technological transformation. New automotive models rollout and advancement in production expertise will enable D&O to expand its profit margin and hence earnings. While trading at 15.3x 2019F PE vs with its 5-year PE average of 25x, its earnings accretion suits investors with long-term investment horizon. |
Malaysia |
Malaysia Research Team |
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| 30-Apr-2019 |
We like DSonic for its steady earnings base from the supplies of MyKad and passport, proven track record in implementing security-enhanced identification measure and committed management team. We expect DSonic to perform better in its upcoming 4Q19 results, to be driven my resumption in MyKad orders as no order was made throughout 9MFY19. Overall, we believe that the strong recurring revenue from its existing e-Passport solutions should continue to anchor its earnings base till end 2021 and potentially be further elevated by contribution from new projects. Hence, we have a BUY call on the stock based on appealing valuation of 11.1x FY3/20 PE. |
Malaysia |
Malaysia Research Team |
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| 31-Jul-2018 |
“MiE commands one of the best profit margins among the local ATE makers and its well-positioned in the most advanced packaging machines i.e. WLCSP, which is experiencing thriving demand from smaller and higher performance smart devices. Earnings growth momentum is expected to be muted for FY2018F due to capacity constraint but to pick up in 2019 with new factory. Valuation wise, it is now trading at 13.9x PER for FY2019F at a discount to industry average of 16.2x PER, which justifies our LONG-TERM BUY call” |
Malaysia |
Malaysia Research Team |
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| 31-Oct-2017 |
Penta is one of the leading customised automation
technology and solutions players to global semiconductor and EMS players. With a high ROE, high profit margins and compelling PE of 15.1x 2017F, we believe Penta is Still a BUY. |
Malaysia |
Malaysia Research Team |
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| 28-Sep-2017 |
Uchitech offers high ROE, high profit margins, attractive dividend yield and compelling valuation compared with its peers average valuation |
Malaysia |
Malaysia Research Team |
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| 02-Jun-2017 |
Green Packet: Steady revenue and cashflow with growth from new ventures |
Malaysia |
Malaysia Research Team |
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| 15-May-2017 |
JF Tech: A proxy to smartphones, wearables, automotive and medical electronics, as well as IOT |
Malaysia |
Malaysia Research Team |
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| 29-Nov-2016 |
Datasonic: Steady growth with prove track record |
Malaysia |
Malaysia Research Team |
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| 31-May-2016 |
Vitrox: A good start for 1Q16, with strong order |
Malaysia |
Malaysia Research Team |
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