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Latest Reports
Date Description Country Analyst Download
27-Feb-2023 We like Hong Leong Industries( HLInd) for their steady Yamaha motorcycle business in Malaysia and Vietnam. At a relatively cheap valuation of 10.5x forward PE and an attractive dividend yield of 6.1%, we recommend HLInd a BUY for its matured but steady business especially for conservative investors. Malaysia Malaysia Research Team
08-Mar-2021 “We like BAuto for its asset light business model and appealing brand among youngsters. BAuto is trading at an undemanding FY4/22 PE of 9.5x, which is below its historical average of 15x. Also, we have not incorporated any potential value from the new auto franchises. We have a Buy recommendation for BAuto.” Malaysia Malaysia Research Team
04-Jun-2020 “UMW share price has fallen by c.85% from 2013 high and 33% from pre-Covid19 end-Feb which still hasn’t recovered. Moving forward, without the drag in the oil and gas along with the recovery in the auto industry after the Covid-19, we believe that UMW has low downside and good upside potential. Recommend BUY.” Malaysia Malaysia Research Team
29-Mar-2019 We like HLI for its strong market position in the motorcycles industry and steady growth going forward. We expect total dividend of 50sen for FY19 giving it a high yield of 5%. HLI is currently trading at FY19E PE of 8x. Recommend Long Term Buy. Malaysia Malaysia Research Team
12-Apr-2018 Pecca Group Bhd (“Pecca”) – Riding on Sector Recovery Malaysia Malaysia Research Team
05-Mar-2018 We like BAuto for stronger sales on its key models (CX5CKD and CX8CKD) for FY19; stronger margins on reduced sales incentives and RM strength; stronger production volume for MMSB on exports to Asean; better domestic sales, robust balance sheet and high dividend yield. BAuto is trading at an undemanding FY19F PE of 11.9x, which is below its historical average of 15x. Also, we have not accounted for any potential value being unlocked from the IPO of BAP. We recommend a BUY Malaysia Malaysia Research Team
13-May-2016 Pecca: Leadership position, a high barrier to entry and numerous catalysts. Malaysia Malaysia Research Team
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