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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
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