Chowinc

Carlsbg (Beverage)

chowinc — Thu, 28 Aug 2008 03:31:27 +0000

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)

chowinc — Sat, 10 May 2008 03:41:36 +0000

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)

chowinc — Wed, 09 Apr 2008 04:43:04 +0000

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)

chowinc — Sun, 16 Mar 2008 04:16:18 +0000

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)

chowinc — Wed, 20 Feb 2008 21:03:10 +0000

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)

chowinc — Wed, 20 Feb 2008 20:24:35 +0000

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