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

The Bursa steel sector is a tough one as over the past 14 years, the mean ROE of the sector was a negative 1%. But Ann Joo achieved an average ROE of 3% over the same period. So Ann Joo did well. If you are a fundamental investor, I would KIV this for further investigation. If you want further details of the sector, go to
https://www.moomoo.com/community/feed/110744458362886?global_content=%7B%22promote_id%22%3A14079%2C%22sub_promote_id%22%3A25%7D

Steel is a commodity and as such you should look at Lion performance over the steel price cycle. Over the past 14 years, it achieved an average ROE of negative 6%. The mean ROE of the Bursa steel companies over this period was negative 1%. From a fundamental perspective you would probably hunt else where if looking for steel companies to invest in.

Melewar has cold rolling and steel pipe segments. For cold rolling its main competitor is CSC Steel which has a better track record. https://focusmalaysia.my/csc-steel-when-you-have-a-good-horse-the-jockey-is-not-critical/.

If you are a fundamental investor looking at the steel sector, shouldn't you look at the best performance? Over the past 14 years, the average ROE of the Bursa Steel sector ranged from negative 29% to positive 11 % with an mean of negative 1%. Choo Bee average ROE was 5%. Don't you think management has done something right?

The steel sector is cyclical so we have to compare steel company performance over the steel cycle. From 2009 to 2022, Leader achieved an average ROE of 2%. You may think that this is terrible until you find out that over the same period, the mean ROE of the Bursa steel companies average negative 1%. So to do well in a tough sector looks go. But is this the best stock?

Steel companies are cyclical and if you are a long-term fundamental investor, you should look at the performance over the cycle. Over the past 14 years (covering several steel cycles), the company ROA averaged 4%. This is even lower returns than the EPF. But you have to look at the sector. During the same period, the mean ROA for the Bursa steel companies averaged 1%. So Prestar did better than the sector. But are there better steel companies. If you want insights into how the steel sector performed go to https://focusmalaysia.my/its-been-a-tough-12-years-for-bursa-malaysias-steel-companies/

Steel is a cyclical commodity. So when you look at Astino performance, you should do so over the steel price cycle. Over the past 14 years, the company achieved an average ROA of 7%. In comparison, the mean ROA of the Bursa steel companies averaged only 1%. The company outperformed the market. Visit my site for more insights on the sector performance.

Steel is a cyclical commodity. So if you are a fundamental investor, you should be looking at the performance over the cycle. Hiap Teck ROE over the past 14 years averaged 2%. In comparison, the mean ROE of the Bursa steel sector averaged negative 1% as per https://focusmalaysia.my/its-been-a-tough-12-years-for-bursa-malaysias-steel-companies/ I would say Hiap Tech is worth a deeper analysis

Steel is cyclical and it makes sense to look at the company performance over the cycle. From 2009 to 2022, YKGI had an average ROE of negative 26 %. The Bursa steel sector mean ROE over the same period averaged negative 1%. I think there are better companies from a fundamental perspective https://focusmalaysia.my/its-been-a-tough-12-years-for-bursa-malaysias-steel-companies/ had an average

This is one of the steel rolling mills in Malaysia. But when you compare its long-term performance with the likes of CSC Steel or even Myrcon, it would not be on the top of the list. This was based on my analysis of the Bursa steel reported in my blog under "A tough 12 years for Bursa Malaysia steel companies"

Mycon is one of the few cold rolling mill companies in Malaysia. Steel is a cyclical commodity and it is more appropriate to look at the performance over the cycle. On such a basis, it is not one of the better steel companies. If you want to see my rationale, go to my blog analysis under "A tough 12 years for Bursa Malaysia steel companies"

The challenge with benchmarking companies is selecting the peers. If you want to benchmark against the Bursa property companies with SHF greater than RM 1b, I have an analysis in my blog titled "Will the Malaysian Property industry turn around by 2024? For example, from 2011 to 2022 UEMS had an average ROE of 3%. The mean ROE of the Bursa property companies with SHF > RM 1 averaged 7%.

Property companies went through a tough past decade but there are signs of a turnaround. Refer to "Will the Malaysian Property industry turn around by 2024?". From 2011 to 2022, the mean ROE of the large Bursa property companies averaged 7%. Compared to his, Tropicana ROE averaged only 5%. So why did Tropicana stock price moved over the past couple of months when the other companies did not have the same amount of increase? Surely it cannot be due to the performance alone.