|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Home >> Country >> Malaysia >> Company
|
Latest Reports
|
Date |
Description |
Country |
Analyst |
Download |
|
27-Jul-2023 |
“DXN is the only Malaysian direct selling company with a vertical integrated supply chain, Long-term BUY on DXN.” |
Malaysia |
Malaysia Research Team |
|
19-Apr-2023 |
Operating in a duopolistic environment, Carlsberg has created a strong economic moat with consistent growth in revenue, earnings and dividends over the years. Going into FY23, we expect Carlsberg to record stronger earnings, premised by the full reflection of price hikes and stronger foreign tourist arrivals that drive beer sales. Given the share price has declined c.12% in the past 2 months, it is currently trading at forward FY23 PE of 19x which is slightly below -1.5 standard deviation from the 5-year mean. With attractive dividend yield of 4.7%., we recommend to ACCUMULATE on weakness for long-term investment. |
Malaysia |
Malaysia Research Team |
|
30-Dec-2022 |
Focus Point is expected to deliver resilient 4Q22 result given the seasonal uptick in demand for optical related products during year end. We are positive on its efforts to expand its corporate clienteles for both optical and F&B divisions as this will provide a recurring and stable income stream. It is currently trading at attractive forward PE of 8.5x with 4.2% dividend yield. Given the share price has been appreciated c.18% in the past 1 month, we recommend BUY on weakness on FocusP. |
Malaysia |
Malaysia Research Team |
|
28-Dec-2021 |
Malayan Flour Mills Bhd (“MFlour”) – Turning Poultry Business into Black |
Malaysia |
Malaysia Research Team |
|
27-Oct-2021 |
The recently completed Mexico JV plant to produce milk products allows AbleGlob to widen its customer base in surrounding regions. Given the strategic location and cost advantage, export to large supermarket chains such as Walmart in the regions. At 2022 PE of 10x, it is trading at lower than its peers and historical PE of 12x |
Malaysia |
Malaysia Research Team |
|
29-Dec-2017 |
We like Hai-O for its strong MLM business growth to be underpinned by rising consumer affluence and strong as well as expanding MLM division, which consists of more than 80% bumiputra distributor force. Excluding net cash per share of 56.7sen, it is trading at 16.8x for FY4/18F PE, which is a huge discount compared with its closest peer of 21.7x PE. Hence, we recommend investors to accumulate |
Malaysia |
Malaysia Research Team |
|
31-Jul-2017 |
Panamy is a reputable, resilient, decent dividend
yielding and sizeable market capitalisation consumer electronics stock with stable earnings track record. |
Malaysia |
Malaysia Research Team |
|
02-Jun-2017 |
Old Town: A proxy to growth in Chinese coffee consumption at a 20% discount to peers |
Malaysia |
Malaysia Research Team |
|
14-Mar-2017 |
Old Town: A proxy to rising coffee consumption in China |
Malaysia |
Malaysia Research Team |
|
|
|
|
|
|
|
|