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IVKLSE Member Star
Total Cumulative Posts 155
Joined Aug 2015
Country MALAYSIA
Gender Male


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STOCK: UCHITEC (7100)

Blog 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

Corporate

STOCK: SCIENTX (4731)

Blog 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

Corporate

STOCK: BURSA (1818)

Blog 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

Corporate

STOCK: HARISON (5008)

Blog 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

Corporate

STOCK: DKSH (5908)

Blog 19 Nov 2020, 5:59:35 PM

HARISON vs DKSH

  • 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.

  • 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.

  • Both companies had one percent higher gross profit margin and operating margin for the year 2019 compared to 2018.

  • DKSH nett profit margin did not increase for the year 2019 because of high financial cost for the year 2019.

  • DKSH financial cost had increase by 457 % for the year 2019.

  • HARISON had better gross profit margin, operating margin and nett profit margin compared to DKSH.

  • HARISON has better solvency ratio compared to DKSH

  • DKSH total debt to equity ratio had increase from 0.10 in 2018 to 0.85 in 2019

  • DKSH had lower cash conversion cycle (36.28 in 2019) compared to HARISON (60.02 in 2019)

  • DKSH had intangible to book value had increase from 0.03 % in 2018 to 63.51 % in 2019

  • Both HARISON and DKSH had similar inventory to sales ratio

  • HARISON is the smaller company in term of market cap compare to DKSH

  • HARISON had lower P/E ratio which is 11.03 compare to DKSH which is 12.24

  • HARISON had higher dividend payout compared to DKSH

  • HARISON had  higher dividend yield of 5.41 % compared to DKSH which is 2.8 %

Corporate

STOCK: HARISON (5008)

Blog 19 Nov 2020, 5:58:28 PM

HARISON vs DKSH

  • 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.

  • 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.

  • Both companies had one percent higher gross profit margin and operating margin for the year 2019 compared to 2018.

  • DKSH nett profit margin did not increase for the year 2019 because of high financial cost for the year 2019.

  • DKSH financial cost had increase by 457 % for the year 2019.

  • HARISON had better gross profit margin, operating margin and nett profit margin compared to DKSH.

  • HARISON has better solvency ratio compared to DKSH

  • DKSH total debt to equity ratio had increase from 0.10 in 2018 to 0.85 in 2019

  • DKSH had lower cash conversion cycle (36.28 in 2019) compared to HARISON (60.02 in 2019)

  • DKSH had intangible to book value had increase from 0.03 % in 2018 to 63.51 % in 2019

  • Both HARISON and DKSH had similar inventory to sales ratio

  • HARISON is the smaller company in term of market cap compare to DKSH

  • HARISON had lower P/E ratio which is 11.03 compare to DKSH which is 12.24

  • HARISON had higher dividend payout compared to DKSH

  • HARISON had  higher dividend yield of 5.41 % compared to DKSH which is 2.8 %

  •  

Corporate

STOCK: 3A (0012)

Blog 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
Corporate

STOCK: ALAQAR (5116)

Blog 01 Nov 2020, 2:26:59 PM

Review on ALAQAR

Corporate

STOCK: ARANK (7214)

Blog 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

 

Corporate

STOCK: PWF (7134)

Blog 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
Corporate

STOCK: UTDPLT (2089)

Blog 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

Corporate

STOCK: IOICORP (1961)

Blog 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

Corporate

STOCK: BKAWAN (1899)

Blog 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

Corporate

STOCK: SIMEPLT (5285)

Blog 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

Corporate

STOCK: CEPAT (8982)

Blog 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

Corporate

STOCK: UMCCA (2593)

Blog 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

Corporate

STOCK: IOICORP (1961)

Blog 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

Corporate

STOCK: SWKPLNT (5135)

Blog 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

Corporate

STOCK: MHC (5026)

Blog 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

Corporate

STOCK: RSAWIT (5113)

Blog 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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