| | User Comments |
 |  23 Mar 2021, 9:09:14 PM
UCHITEC Review
- Original Design Manufacturing of electronic control system (cofee machine, deep freezer and etc.)
- Operating in Malaysia and China
- 5 years CAGR Revenue - 5.13 %
- high current ratio and high in cash (80 % of current asset in cash)
- 5 years CAGR cash flow from operation activities - 8.94 %
- 5 years CAGR of price - 9.94 %
- Dividend yeilds higher than Malaysia 10 years Government Bond
- Testing resistance at RM 3.30
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| 05 Mar 2021, 10:04:07 PM
SCIENTX Review
- 2 segments, Packaging Segment and Property Development
- 2020 Profit Packaging Segment (45.68 %) and Property Development (54.32 %)
- Packaging segment profit margin negative correlated with crude oil price (-0.70)
- 5 years CAGR of Profit for Packaging (14.25 %) and Property Development (9.70 %)
- 5 years CAGR of Cash Flow from Operation (13.47 %) and Free Cash Flow (44.18%)
- Dividend Payout Ratio 30 %
- Price / Earning 12.02
- Price / BV 2.11
- Daily chart testing support level RM 3.98
- Weekly and Monthly chart testing resistance level RM 4.2
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| 01 Mar 2021, 10:44:30 PM
Stock Review on BURSA
- Four Segments: Securities MArket, Derivative Market, Exchange Holding Business and Others
- Revenue is 0.99 correlation with average daily volume on OMT and BMT
- 84 % of revenue from security market segment
- Fix operating cost with low variable cost
- High Dividend larer than Malaysia 10 year bond rate
- Average analyst target price RM 10.20
- Daily and Weekly chart show strong resistance at RM 9.00
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| 02 Dec 2020, 10:29:16 PM
Stock Reviews : HARISON
a) East Malaysia
- Marketing, sales, warehousing and distribution of fast moving consumer goods, building materials, engineer products and agriculture chemical.
- Operation of shipping and travel agency in both Sabah and Sarawak.
b) Peninsular Malaysia
- Marketing, sales, warehousing and distribution of building materials, industrial and agriculture chemicals
- Import and distribute fine wine
- Freight forwarding and shipping (Cruise Business)
- Shipping agency and Travel agency would be affect by Convid 19.
- HARISON had close down 2 Komonoya outlets in 2020 and plan to close another in 2021.
- 10 years revenue annualise growth rate - 5.26 %
- In 2014 one off settlement to KASTAM Malaysia RM 31,500,000
- HARISON liability had growth over the period of 10 years
- HARISON had over 60 % of their trade receivables past due
- HARISON had current ratio of more than 1 for the past 10 years
- HARISON had low and decresing interest coverage ratio and below 1 cash ratio.
- HARISON had low director remuneration it is just 4 % of total salaries expense and 6.5 % of the operating income.
- HARISON ROE in 2019 is depends on Equity Multiplier
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| 19 Nov 2020, 5:59:35 PM
HARISON vs DKSH
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DKSH Marketing and Distribution Service and Logistics Services segment can be classified as Trade and Distribution Segment. Hence both company make almost all their profit from Trade and Distribution Segment.
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Both company did not make much on the retail segment. HARISON only make 1% and DKSH is making loss in their retail segment for the year 2019.
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Both companies had one percent higher gross profit margin and operating margin for the year 2019 compared to 2018.
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DKSH nett profit margin did not increase for the year 2019 because of high financial cost for the year 2019.
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DKSH financial cost had increase by 457 % for the year 2019.
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HARISON had better gross profit margin, operating margin and nett profit margin compared to DKSH.
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HARISON has better solvency ratio compared to DKSH
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DKSH total debt to equity ratio had increase from 0.10 in 2018 to 0.85 in 2019
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DKSH had lower cash conversion cycle (36.28 in 2019) compared to HARISON (60.02 in 2019)
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DKSH had intangible to book value had increase from 0.03 % in 2018 to 63.51 % in 2019
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Both HARISON and DKSH had similar inventory to sales ratio
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HARISON is the smaller company in term of market cap compare to DKSH
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HARISON had lower P/E ratio which is 11.03 compare to DKSH which is 12.24
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HARISON had higher dividend payout compared to DKSH
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HARISON had higher dividend yield of 5.41 % compared to DKSH which is 2.8 %
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| 19 Nov 2020, 5:58:28 PM
HARISON vs DKSH
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DKSH Marketing and Distribution Service and Logistics Services segment can be classified as Trade and Distribution Segment. Hence both company make almost all their profit from Trade and Distribution Segment.
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Both company did not make much on the retail segment. HARISON only make 1% and DKSH is making loss in their retail segment for the year 2019.
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Both companies had one percent higher gross profit margin and operating margin for the year 2019 compared to 2018.
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DKSH nett profit margin did not increase for the year 2019 because of high financial cost for the year 2019.
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DKSH financial cost had increase by 457 % for the year 2019.
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HARISON had better gross profit margin, operating margin and nett profit margin compared to DKSH.
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HARISON has better solvency ratio compared to DKSH
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DKSH total debt to equity ratio had increase from 0.10 in 2018 to 0.85 in 2019
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DKSH had lower cash conversion cycle (36.28 in 2019) compared to HARISON (60.02 in 2019)
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DKSH had intangible to book value had increase from 0.03 % in 2018 to 63.51 % in 2019
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Both HARISON and DKSH had similar inventory to sales ratio
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HARISON is the smaller company in term of market cap compare to DKSH
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HARISON had lower P/E ratio which is 11.03 compare to DKSH which is 12.24
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HARISON had higher dividend payout compared to DKSH
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HARISON had higher dividend yield of 5.41 % compared to DKSH which is 2.8 %
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| 09 Nov 2020, 10:53:43 PM
Had done 10 year analysis of 3A from 2010 - 2019
- 10 years revenue growth - 9.34 %
- 10 years annualise nett profit - 6.36 %
- Low Trade Receivable past due
- High coverage ratio
- High current ratio
- have to pay back debotr 6.65 times faster than collect from creditor
- Growing earning per share
- Growing divdends per share
- Growing total asset per share
- High director remuneration
- 10 years return on equity - 8.95 %
- Alzman Score more than 3
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| 01 Nov 2020, 2:26:59 PM
Review on ALAQAR
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| 13 Jul 2020, 10:43:04 PM
10 year review on ARANK (2010 - 2019):
- 10 years annualise revenue growth : 3.53%
- 10 years annualise net profit growth : 16.22 %
- 10 years days of sales inventories median : 28,23
- 10 years trade recievable turnover (days) : 24.36
- 10 years trade payable turnover (days) : 4.33
- 10 years return on equity average : 11.53%
- Alman Z - Score above 3
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| 08 Jun 2020, 5:01:33 PM
Review on PWF from 2010 - 2018
- 5 Years Revenue Growth 6.30 %
- PWF undergoes restrucure from 2010 to 2012
- 5 Years Nett Profit Growth 18.83 %
- After 2012 interest coverage ratio more than 1. in 2018 reach interest coverage ratio 4.
- Low cash ratio 0.1
- Current ratio at 0.9
- Median Day Sales in Inventory - 75
- Median Reveicable Turnover Days - 30
- Median Trade Payable Turnover - 30
- Inconsistent dividend payout
- Consists of ESOS and Warrant
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| 27 May 2020, 7:41:34 AM
UTDPNT is worth to further look into evaluation, scoring 10/15 point in industry comparison for Plantation (Oil Palm)
Competitiveness - 1/5 point for having 1.71 % market share in 2018
Operational -5/5 for having operation margin ratio of 35.95. Industrial median is 10.18
Sustainability - 4/5 for having almost no financial cost and debt ratio of 0.11. Industrial media for debt ratio is 0.37
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| 26 May 2020, 5:14:10 PM
IOICORP is worth to further look into evaluation, scoring 11/15 point in industry comparison for Plantation (Oil Palm)
Competitiveness - 5/5 point for having 10.81 % market share in 2018
Operational -5/5 for having operation margin ratio of 16.70. Industrial median is 10.18
Sustainability - 1/5 for having interest coverage ratio of 6.39 and debt ratio of 0.53. Industrial media for debt ratio is 0.37
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| 26 May 2020, 4:09:18 PM
BKAWAN is worth to further look into evaluation, scoring 10/15 point in industry comparison for Plantation (Oil Palm)
Competitiveness - 5/5 point for having 12.47 % market share in 2018
Operational -3/5 for having operation margin ratio of 11.12. Industrial median is 10.18
Sustainability - 2/5 for having interest coverage ratio of 4.46 and debt ratio of 0.36. Industrial media for debt ratio is 0.37
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| 26 May 2020, 3:15:42 PM
SIMEPLT is worth to further look into evaluation, scoring 12/15 point in industry comparison for Plantation (Oil Palm)
Competitiveness - 5/5 point for having 29.95 % market share in 2018
Operational -5/5 for having operation margin ratio of 15.63. Industrial median is 10.18
Sustainability - 2/5 for having interest coverage ratio of 10.93 and debt ratio of 0.45. Industrial media for debt ratio is 0.37
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| 22 May 2020, 1:13:59 PM
Oil Plantation Company Comparision (Top 30)
Part I - Top 10
Part II - 11-20
Part III - 21 - 30
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| 22 May 2020, 1:13:23 PM
Oil Plantation Company Comparision (Top 30)
Part I - Top 10
Part II - 11-20
Part III - 21 - 30
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| 22 May 2020, 9:52:36 AM
Oil Plantation Company Comparision (Top 30)
Part I - Top 10
Part II - 11-20
Part III - 21 - 30
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| 22 May 2020, 7:58:01 AM
Oil Plantation Company Comparision (Top 30)
Part I - Top 10
Part II - 11-20
Part III - 21 - 30
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| 21 May 2020, 3:28:48 PM
Oil Plantation Company Comparision (Top 30)
Part I - Top 10
Part II - 11-20
Part III - 21 - 30
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| 21 May 2020, 3:27:36 PM
Oil Plantation Company Comparision (Top 30)
Part I - Top 10
Part II - 11-20
Part III - 21 - 30
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