https://menginvestlife.blogspot.com/2019/10/019-mpi.html MPI

YAPSS Quick Summary and Free 10 Years Financial Data of Malaysian Pacific Industries Berhad:
https://www.yapss.com/forum/klse-forum/malaysian-pacific-industries-berhad-mpi-3867
 

I am waiting for 200% 

@terry_019, 200% for MPI?

Ranging for more than 4 months, technically will start trending up

Malaysia Small Cap and Mid Cap Mutual Fund Holding

MPI had the highest holding in term of value and percentage holding by seven morningstars 4 stars and above unit trust.

The Price of Progress: MPI’s Growth vs Return Compression

Malaysian Pacific Industries (MPI) today is a globally competitive, innovation-driven OSAT provider with a growing focus on power electronics and next-generation technologies.

Over the past six years, MPI has evolved from a traditional OSAT-focused manufacturer into a sustainability-integrated, digitally enabled partner aligned with global megatrends such as EVs, renewable energy, and advanced power semiconductors.

This transformation has been underpinned by strategic ESG leadership, strong global customer orientation, enhanced R&D capabilities, and a resilient, skilled workforce.

In line with this strategic shift, revenue and PAT grew at a CAGR of approximately 6% over the period. However, revenue growth did not translate into proportionately higher PAT due to declining gross profit margins and rising selling, general, and administrative (SGA) expenses.

At the same time, capital employed grew faster than PAT, resulting in a decline ROE. While this declining ROE trend is common across the sector, MPI continues to outperform peers on a relative basis.

That said, the market appears to have priced in concerns about MPI’s declining returns. So, while MPI stands out on a peer-relative basis, from an investment risk perspective, it falls into the Gem quadrant of the Fundamental Mapper — reflecting strong business fundamentals but a market valuation that is cautious about future profitability.

If you are looking for deeper investing insights into the semiconductor sector on Bursa, don’t miss our upcoming podcast on 5 June — “AI & Global Demand: Fueling the Next Chip Rally?” — where we explore investing opportunities for Malaysian semiconductor stocks.
 

 Date: 5 Jun 2025 (Thur)

 Time: 8:30pm

 Where: https://www.facebook.com/xifu.my