Carlsbg (Beverage)

Carlsberg Brewery Malaysia Berhad (Carlsberg Malaysia) is a Malaysia-based company engaged in the production of beer, stout, shandy and non-alcoholic beverages for distribution in the home  market and for export.   G. margin                                         30.5% N. Margin                                          10.1%
O. Margin                               11.9%
EBITD Margin                                     14.4%
ROA                                                 15.9%
ROE                                                 19.1%
PE 13 , P/S 1.2, P/B 2.4, P/CF 10.(discounted relative to S&P500), stock price 3.80  (52weeks lowest), Q.ratio 5.0 (sound liquidity) Above average management efficiency, average profit margin. http://www.reuters.com/finance/stocks/overview?symbol=CBMS.KL

IOI(plantation)

IOI Corporation Bhd. principal activities are in oil palm plantation, property, resource based manufacturing and leisure. Oleo chemicals, specialty oils and fats, palm oil refinery and palm kernel crushing constitute major manufacturing activities.

2007

N.Margin		18.44%
O.Margin		22.99%
EBITD Margin		25.08%
ROA		13.76%
ROE		21.52%

Above avg. profit margin, avg.management efficiency, sound short term liquidity ratio, declining net debt/equity ratio,  total D/E ratio-30% .  PER25, OIM-26, PEG < 1.  Positive cash flow statement.

Low dividend yield (1%),  S.P at 1st lower half in 52 weeks range.

wight rating:AAB14

http://investing.businessweek.com/research/stocks/financials/financials.asp?symbol=IOIB.KL

Tanjong (investment holding)

Tanjong Public Limited Company major business revenue derived from power generation, gaming, property investment and resort. Listed in london stock exchange also.

N.Margin                  21.25%

O.Margin                  36.8%

ROA                          5.55%

ROE                         17.07%

Average management efficiency and high profit margin. Sound short term liquidity.

OIM 8.2.

http://www.tanjongplc.com/flashSite/investorCentre/keyFinancialData.asp

EVGN (manufacturing)

Evergreen Fibreboard Berhad, together with its subsidiaries, engages in the manufacture and sale of medium density fiberboard, particleboard, and wooden furniture in Malaysia and Thailand.

Sound short term liquidity, average RR,

PE 5, OIM 3.4,dividend yield 14%,  46% rise in revenue’07 compare to prior year, due to production efficiency and higher product price.

http://investing.businessweek.com/businessweek/research/stocks/snapshot/snapshot.asp?symbol=EVGN.KL

ROA                     11.40% ROC                     13.22% ROE                      24.73% G.Margin                34.98% EBITA Margin          22.70% note: RR-return ratio PE-price/earning ratio OIM – Operating Income Multiple

GENT (recreation)

Genting Bhd, an investment holding company, engages in the leisure and hospitality, gaming and entertainment businesses, plantation, generation and supply of electric power, property development and management, tours and travel related services, investments, manufacturing and trading in paper and paper related products, and oil and gas exploration activities principally in Malaysia.

PE 3, OIM 7.3, positive cash flow

Recent approval of investment loans from several banks to develop Sentosa Island gaming resort and license granted to operate casino in Singapore is encouraging. average RR, low dividend yield, PR below industry average(discount).

Wright rating:ABB17

N.Margin			31.49%
O.Margin			46.03%
EBITD Margin			48.77%
ROA			10.02%
ROE			18.76%

http://investing.businessweek.com/research/stocks/financials/financials.asp?symbol=GENT.KL

SUNR (financial)

Sunrise Bhd. an investment holding company, operates as a property development company in Malaysia, current PER 6, OI multiple=5.1.

Rise in projected annual earning and revenue in year 08 n 09. Sound short term liquidity, medium dividend yield, PR below industry average(discount), average RR, high PMR.

wright rating:DAB13

http://investing.businessweek.com/research/stocks/financials/financials.asp?symbol=SUNR.KL