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SUBUR (6904) : SUBUR TIASA HOLDINGS BERHAD
i4value
Member StarMember Star
Posts: 621
Joined: Aug 2020
07 Oct 2023, 09:43 AMPost #1

Subur has an advantage over Eksons in that its timber operations can supply logs to its mills and facilities. As such I was surprised to see that over the past 10 years, it ROE was worse than Eskons. 

Eksons has ceases its plywood business and I view it as a cash-value trap. Refer to Eksons is now a value trap (Oct 2023). Considering that Subur ROE trend is worse than Eksons and Taann, don't you think that there are better options elsewhere?

1

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