I think Bright Packaging business is very similar to that of New Toyo. I thought New Toyo was challenging but Bright seems worst from a comparative ROE for the past few years. If you want to know more about New Toyo go to https://www.moomoo.com/community/feed/110845519265798?global_content=%7B%22promote_id%22%3A14079%2C%22sub_promote_id%22%3A25%7D

Over the past couple of months, the Bursa bank stocks seems to up-trending. But when I compared the LTM PBV or PE for the same period I do not so see the uptrend pattern. One way to interpret this is that the asset value and earnings have also increased in tandem with the stock price. So the real question is whether the price is reasonable. Looking at PE and PBV are starting points. Dig deeper. https://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=26900

I happened to know the shareholder and I disagree that it is all hype. Sure all companies make a song and dance about new ventures, etc. But the company has been in the market for a long time.

The market is very negative towards the property counters with many trading below its book value. So you should not be surprised by MKH price

Parksons' performance is very dependent on what happens in China. Just when you thought that China was going to do well, we now have negative news about the property sector, its economic management etc.

BPPLAS ROE averaged 11% over the past 13 years. It went up to 21 % in 2021 but came down to 12% in 2022. I would think that it would hover around its past 13 years average in the future. So if there is no change in returns, why would the market price change?

Over the past 5 years, the ROE was below 5%. There are signs of the ROE reaching bottom in 2020. But last year it was still around 2%. Not exactly an exciting return

This is a tough sector as my ROA analysis of 23 Bursa packaging companies showed that most are under 10%. Refer to https://i.postimg.cc/13qN4rZ5/Packaging-sector.png. Also when I compared Box Pak with New Toyo both showed declining ROE. For details of New Toyo, refer to https://www.youtube.com/watch?v=zuL2PB7Kwkg

The ROE of the company has been declining over the past 10 years. While I do not doubt that Malaysia is a good market for environmental services, the company does not seem to be able to make money from the market. Do you focus on the market potential or the ability of the company to make money?

The company has been experiencing decline ROE since 2016 and was negative last year. Construction companies tend to be projects driven. There has not been any major project wins for a some time. So how will it deliver double digits returns?

Over the past 13 years, DPS achieved an average ROA of negative 4% compared to the Bursa furniture sector average of 5%. Refer to https://www.moomoo.com/community/feed/110766220443654?global_content=%7B%22promote_id%22%3A14079%2C%22sub_promote_id%22%3A25%7D. The bulk of the improvements for DPS came in the last few years. I guess that it the rationale for the rights and bonus.

The challenge with REITs is not the current yield. It it how the REIT is going to grow over the next few years. If they are thinking of issuing more units, then it will dilute whatever earnings they have.

The company had an average negative ROA for the past decade. The majority of the negative ROA occurred over the past few years. Considering that the Bursa Furniture sector had a average ROA of 6 % over the past decade, there are better choices from a fundamental perspective. Refer to https://focusmalaysia.my/covid-19-doesnt-affect-performance-bursa-malaysia-listed-furniture-companies/

Historically the company delivered > 50% ROE. Last year was a bad one with 12%. But at 12% it is much better than most Bursa companies. The question is whether you believe that the business fundamentals has changed so that the historical performance is no longer valid or whether last year was an anomaly.

When you compare the ROE for Advance with those of New Toyo and Tien Wah Press, you will see that the ROE for all has been declining since 2011. It is a tough sector. New Toyo seems to deliver better returns. Looking at Tien Wah is not realistic as this is controlled by New Toyo. Refer to https://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=26870

The company seems to have turned profitable over the past 3 years. How much of this was due to the plywood business?

NGGB, which has a printing arm, has a much more diverse business that New Toyo yet both achieved about the same average ROE for the past few years. But New Toyo revenue is much larger and possible more stable, Refer to https://www.moomoo.com/community/feed/110845519265798?global_content=%7B%22promote_id%22%3A14079%2C%22sub_promote_id%22%3A25%7D. So is it better to be diversified like NGGN or focussed like New Toyo

The performance of large companies do not change over night. Think of it as a big ship. When the captain turns the steering wheel in a big ship, it will travel for about 1/4 km before you see the ship turning. The same analogy applies to large property companies. What you see today are what they did a year or two ago. What they do today will only translate into results in the coming year or two

When you compare CFM ROE with that of Tien Wah press, you see similar low or negative returns over the past 6 to 7 years (ignoring the CFM 2022 one off returns). You can say that this is a terrible sector to be in. But if you are looking at Tien Wah, I would think it is better to look at New Toyo its parent company. Refer to https://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=26870

The ROE is less than what you could get by keeping your money with the EPF. So this is not an investment for the fundamental investor. But if you are in for the goreng, it is a different story

Both MTAG and Tien Wah are in the print packaging business. But when you compare the ROE over the past 7 years, you will find that MTAG did better than Tien Wah. But Tien Wah is a 45% subsidiary of New Toyo International and is not exactly an independent operations. Refer to https://www.moomoo.com/community/feed/110845519265798?global_content=%7B%22promote_id%22%3A14079%2C%22sub_promote_id%22%3A25%7D. Can this be the reason for Tien Wah lower ROE?

From a fundamental perspective, the company has been having negative ROE for many years. Until it can turnaround, you should be careful about any investment. Of course, if you are just in for the goreng, it is a different story

This is a 45% subsidiary of New Toyo International a SGX listed company. I am not sure whether you can separate Tien Wah operations from those of New Toyo. As such I prefer to look and consider investing in New Toyo rather than Tien Wah. Refer to https://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=26870

Over the past 13 years, the company delivered an average ROA of 1% compared to the Bursa furniture companies average ROA of 5%. Refer to Which are the better stocks in Bursa Malaysia furniture sector? in the blog post. But the returns have been improving over the past 2 years. I would keep an eye on this one to see how it progresses.

This looks like one speculative play at the moment. There is not enough operating history to assess the price from a fundamental perspective

This cannot be a fantastic company from a fundamental perspective. Over the past 13 years, it delivered an average ROA of negative 1 % whereas the Bursa furniture sector delivered an average of 5%. For the sector details read "Which are the better stocks in Bursa Malaysia furniture sector?" from the blog site.

The ROE of the company had been declining from 15 % in 2011 but seemed to reach the bottom in 2021 with a negative ROE. But in 2022 it achieved about 9%. It looks like a turnaround. Will it go back to the good days?

Over the past 13 years, FIHB delivered an average ROA of 5%. This is about the same as the average for the Bursa furniture companies https://www.moomoo.com/community/feed/110766220443654?global_content=%7B%22promote_id%22%3A14079%2C%22sub_promote_id%22%3A25%7D If you are a fundamental investor, shouldn't you be looking at companies who do better?

Since 2012, the ROE has been declining so that it is negative for the past 3 years. If the fundamentals don't improve, why would the share price go up?

Over the past 13 years, the company achieved an average ROA of 1% compared to the average 5% by the Bursa furniture companies as per https://focusmalaysia.my/covid-19-doesnt-affect-performance-bursa-malaysia-listed-furniture-companies/ Stock prices reflects business performance over the long run. Are you surprised that the price has dropped by about half over the past 2 years?

The performance of construction and property companies are only as good as the projects. So to answer whether it is Kerjaya or EcoFirst, we should look at the projects they have.

Over the past few years, the ROE is about just above zero. At its peak (2014/16) it was easily > 10%. We all know that property development is project based. So what happened to all its good projects?

Over the past 13 years, this company achieved an average ROA of 1% compared to the Bursa furniture sector average of 5%. Refer to https://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=26387

It is not exactly good results. I am surprised that the share price has not dropped lower.

In a restructuring, the focus is on rescuing the company and not the shareholders. So the restructuring news can be good for the company and its business, but I am not sure about for the shareholders. So if you go in now, it must be because you know a lot more about how restructuring works and see this as a good event-type investor. Of course you could just speculate and depend on blind luck.

CBIP business is strongly linked to the performance of the plantation companies. So don't look at the stock performance of the plantation companies. Rather look at the plantation companies business performance.

Over the past 13 years, the company achieved an average ROE of 7% compared to the Bursa furniture sector average of 5% as per https://www.moomoo.com/community/feed/110766220443654?global_content=%7B%22promote_id%22%3A14079%2C%22sub_promote_id%22%3A25%7D. I would consider looking deeper into this company.

The ROE seems to be trending up over the decade. So it must be doing something right

As of Dec 2022, it had RM 152 m of cash and cash equivalents (short term investments). This is about half of its total assets. Over the past 13 years, the company achieved an average ROA of 13% compared to the mean ROA of the Bursa furniture companies of 5%. Refer to https://focusmalaysia.my/covid-19-doesnt-affect-performance-bursa-malaysia-listed-furniture-companies/. I would consider this a fantastic performance. The next question is whether the price is reasonable. Well, the current price is around the 3 years low. But you should compare it with the intrinsic value rather than just looking at historical prices

Tin is cyclical and we should look at MSC performance over the cycle (long-term). Historically the company achieved an average ROE of > 10%. It was 14% in 2022. Fundamentally a sound company. The challenge is whether you can buy it at a cheap price

The price has dropped by about half since a year ago. Has the business prospects dropped by half? Over the past 13 years, it achieved a mean ROA of 6% compared to the mean of the Bursa furniture sector that averaged 5%. https://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=26387. Of course you have to dig deeper but at first look, the company has a good track record.

The ROE has been declining since peaking at 21% in 2018. It was downhill all the way to be negative in 2022. Will it be able to turn around?

Over the past 13 years, the company achieved an average ROA of 7 %. In comparison, the mean ROA if the Bursa furniture sector was 5% as per https://focusmalaysia.my/covid-19-doesnt-affect-performance-bursa-malaysia-listed-furniture-companies/. I would dig deeper into this company if I was looking at fundamentals.

Over the past decade, IJM had an average ROE below 10%. In the mid 2010s, Pestech ROE was greater than 30% but this declined to be below 10% last year. So IJM acquired it when it returns were the same as that of IJM. The question now is that since the acquirer had difficulty getting more than 10% return, will Pestech returns see its glory days again.

The steel sector is a tough one to make money. Over the past 14 years, the Bursa steel sector had an average ROE of negative 1%. Southern Steel in comparison did worse with an average ROE of negative 4%. Is there hope for the sector?

New kid with more than 20% ROE for the past 3 years. The mean ROE for the past 3 years for the Bursa large property companies was 2%. The highest ROE among the Bursa large companies was about 13% over the past 3 years. Damodaran opined that as companies mature, they will tend towards the sector average. So does it mean downhill all the way?

Over the past 14 years, MASTEEL achieved 2 % average ROE compared to the Bursa Steel company average of negative 1%. https://www.moomoo.com/community/feed/110744458362886?global_content=%7B%22promote_id%22%3A14079%2C%22sub_promote_id%22%3A25%7D
Don't you think it deserves a deeper look

The ROE went from about 10 % in 2017 to very negative ROE over the past few years. But airlines all over suffered from the Covid effects. The question is whether Covid had permanently injured the company so that it cannot recover to its glory day. There are signs of more people flying. So what do you think?

Over the past 14 years, the company achieved an average ROE of 9 %. The mean ROE of the Bursa steel sector over the same period averaged negative 1 %. Kudos to the company as it is tough sector to make money as per https://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=26718

Over the past 14 years, the company achieved an average ROE of 8%. This is good considering that the mean ROE of the Bursa steel companies averaged negative 1%.

Over the past 11 years, there were 4 years with negative ROE. Even for those positive ROE years, the average was 5%. Not an exciting company from a fundamental perspective. You should not be surprise about the price drop over the past 1 year. Not a stock for the fundamental investor. But if you are a technical trader, this is a different story