Manufacturing and sawmill facilities are based in Terengganu, new factory for manufacturing wood pellet commenced production in 2017.
Wood products exports are mainly to Australia, South Korea and Philippines, which contributed approximately 43% to the Group's revenue

https://louisesinvesting.blogspot.com/2019/01/comments-on-btm-resources-berhad-7188.html

According to 2018 report, invested capex 3.4million on new machineries, including advanced fiber laser cutting machine and CNC press brake machine
The 2018 report noted increased revenue contributed by the metal stamping division, due to higher sales from TV back chassis and agricultural components customers.
The PCB assembly division is currently making losses due to foreign exchange losses and provision of impairment losses in invested subsidiary

https://louisesinvesting.blogspot.com/2019/01/comments-on-bsl-corporation-berhad-7221.html

Industry is adversely affected by illicit cigarette trade, which amount to ~58.3% of total cigarette sales in Malaysia
Earning per share in last 5 years were overall decreasing, EPS were 288.3, 315.8, 318.3, 252.6, 172.5 sen per share, respectively

https://louisesinvesting.blogspot.com/2019/01/comments-on-british-american-tobacco.html

Company focus on premium quality tobacco and liquor packaging segments, which has high barrier of entry due to involve high capital investment, help to prevent competitors from entering the market.
Tobacco packaging sales made up ~99% of company revenue.

https://louisesinvesting.blogspot.com/2019/01/comments-on-bright-packaging-industry.html

This engineering company has built and operated water plant in Papua New Guinea, continuing to secure contracts for water supply and services in this region

https://louisesinvesting.blogspot.com/2019/01/comments-on-brem-holding-berhad-8761.html

Company moving towards to be less dependent on the airline catering business, shift to emphasise on non-airline catering business, such as airport restaurants / food courts operation, corporate clients institutions such as universities and hospitals

https://louisesinvesting.blogspot.com/2019/01/comments-on-brahims-holdings-berhad-9474.html

Customer base in Asia countries 62%, Malaysia 25%, other countries 13%. In 2017, roughly 75% revenue from export market, mainly from South Korea, Japan and ASEAN
For long term business growth and performance, company more focus on superior good quality packaging than light weight packaging.
In progress construction of new factory and warehouse with build-up area 61,420 square feet, which will expand manufacturing and storage capacity.

https://louisesinvesting.blogspot.com/2019/01/comments-on-bp-plastics-holding-bhd-5100.html

Major shareholder: Kian Joo Can Factory Berhad 55% shares (in turn, another listed company, Can-One is major shareholder of Kian Joo)
Losses in 2017 financial year attributed to drop in gross profit, higher finance cost and investment cost on setting up manufacturing plant in Myanmar

https://louisesinvesting.blogspot.com/2019/01/comments-on-box-pak-malaysia-berhad-6297.html

Future challenges faced include the increased supply of alternative vegetable oils and reduced demand for biodiesel, and competition from Indonesia. Other influence include e.g. Indian government increasing import tax on vegetable oils, EU phasing out palm oil from EU biofuel

https://louisesinvesting.blogspot.com/2019/01/comments-on-boustead-plantations-berhad.html

The 2017 report show good earnings due to sale of (high development potential) plantation land 678 hectres, the received fund is applicable to purchase 11,600 hectres land at another location, considerably increase land available for oil palm plantation. The proposed purchase of land is in close proximity to existing estates, which increases overall economies of scale

https://louisesinvesting.blogspot.com/2019/01/comments-on-boustead-holdings-berhad.html

Earning per share in last 5 years are fluctuating, from -12.37 to 30.87 sen per share, making losses in one out of five years

https://louisesinvesting.blogspot.com/2019/01/comments-on-boustead-heavy-industries.html

Earning per share in last 10 quarters range from -0.13 to 0.7sen, making losses in 2 out of 10 quarters.

https://louisesinvesting.blogspot.com/2019/01/comments-on-borneo-oil-berhad-7036.html

Company has expanded to foreign markets, including Singapore, Indonesia, Hong Kong, Brunei, Taiwan, Vietnam, Japan, Thailand, China, Saudi Arabia, Cambodia, Myanmar, Phillipines, Australia, Kuwait and Egypt, with total 788 sales outlets and 188 standalone boutiques.
Bonia holds 70% stake of the German brand Braun Buffel, also is licensed distributor of brands including Santa Barbara Polo & Racquet Club, Valentino Rudy, The Saville Row Company, Pierre Cardin and Renoma.

https://louisesinvesting.blogspot.com/2019/01/comments-on-bonia-corporation-berhad.html

Provide effective systems to convert waste to energy, e.g. apart from the biomass boiler, also provide biogas system that capture biogas in the palm oil mill effluent (POME) to generate electricity, at the same time reducing methane discharged into the atmosphere.
Main source of revenue stream from Indonesia and Malaysia market. Long term service and maintenance of the boilers also form part of company’s revenue income.

https://louisesinvesting.blogspot.com/2019/01/comments-on-boilermech-holdings-berhad.html

Total planted area = 31,200 hectares, with 84% in maturity stage. Crude palm oil produced = 115,500 metric tonnes, total volume of palm oil products sold = 760,000 metric tonnes
Top three importing countries of Malaysia palm oil products are India, European Union and China.

https://louisesinvesting.blogspot.com/2019/01/comments-on-bld-plantation-bhd-5069.html

Bottled water business been incurring losses continuously, due to pressure to lower pricing and increasing productions costs, as well as limited by capacity constraint, hence has been disposed
More focus onto hospitality business, 75% stake in Intra Magnum and 25% stake in Impiana hotel groups.

https://louisesinvesting.blogspot.com/2019/01/comments-on-bio-osmo-berhad-7243.html

The new Samalaju Industrial Port starting operation contributes to the company revenue growth in 2017.
Bintulu Port has the advantage of natural deep-sea feature, is the third largest port in Malaysia and is the nations's only liquified natural gas export terminal, which contributes 54% of total cargo throughput, also is the largest palm oil products exporting terminal in Malaysia, handling 25% of total palm oil export.

https://louisesinvesting.blogspot.com/2019/01/comments-on-bintulu-port-holdings.html

Existing M&E projects include electrical works and maintenance for Klang Valley Mass Rapid Transit Phase 1 Depot, Logistic Hub and TNB substations.

https://louisesinvesting.blogspot.com/2019/01/comments-on-bintai-kinden-corporation.html

Has its own quarry and ready mix concrete manufacturing, providing building material for its construction and property divisions.
The quarry and ready mix concrete division making losses RM4.6million due to discontinuation of the Hulu Langat quarry land's lease by the authorities and intense competition from other manufacturers.
Have operation of diesel power plants in Indonesia and mini-hydro plant in Sulawesi Selatan. Also under planning is solar power plant in Sabah.
On-going projects include manufacturing plant, office building, sewerage treatment plant, Pan Borneo Highway in Sarawak, and others, approximately worth RM2.3billion.

https://louisesinvesting.blogspot.com/2018/12/comments-on-bina-puri-holdings-berhad.html

Recently received new road maintenance contract worth 70million, could help company to turn around from losses to profitability. Also company working on clearing unsold units in the property development segment. Also recently opened water theme park, Fantasia Aquapark.
Recent losses due to lower sales of current property development projects. Some customers cancel booking due to stringent requirement for housing loan approval.

https://louisesinvesting.blogspot.com/2018/12/comments-on-bina-darulaman-berhad-6173.html

Last five years return on equity, is steady and range from 20.76 to 26.14%.
Dividend payout is quite consistent, last five years are 12, 14.7, 12.2, 13, 14 cents per share, respectively.

https://louisesinvesting.blogspot.com/2018/12/comments-on-bimb-holdings-berhad-5258.html

Sold 2 pieces of land for loan repayment, reflected in very high EPS in 2017. This is one-off event, after this next few quarters return back to mostly making losses.

https://louisesinvesting.blogspot.com/2018/12/comments-on-bertam-alliance-berhad-9814.html

This counter is strongly supported by institutional investors, more than 75% of top 30 major shareholders are made up of institutional investors, including EPF, few insurance companies, investment funds, permodalan nasional berhad, skim amanah saham bumiputera and so on.

https://louisesinvesting.blogspot.com/2018/12/comments-on-bermaz-auto-berhad-5248.html

DIVIDEND YIELD: in 2018 report, dividend yield is quite good, around 7.5%, however the dividend is ~93% of earning, not sure can be sustainable or not, as earning is decreasing year by year
CONSISTENCY: company pay dividend in last 10 years, however, the dividend per share on decreasing trend, from 2009 to 2018, decreased from 29 sen to 16sen

https://louisesinvesting.blogspot.com/2018/12/comments-on-berjaya-sports-toto-bhd-1562.html

The newspaper industry is facing stiff competition from other medium of advertising, such as social media and television. Also experience declining circulaton, current circulation around 300k. It is currently diversifying into new business, and regularise it PN17 condition. Need to strengthen its financial position to remain listed.

Very little investor interest on this counter?

This counter did not pay dividend in last four years, share price also decreasing from RM1 in 2012 to 20sen now. In 2018 annual repport, the hotel segment overall occupancy rate and revenue increased compared to last year.

Based on current annual report, Starbucks revenue and profit are increasing. It is making good initiative to source raw materials from local source. The Kenny Rogers business is making losses pbt 6.7 million. Jollibean also making losses, but less than the year before. the dividend is quite consistent, 1sen per quarter since last nine quarters, but share price still too high, PE 154. This counter has future potential only if Starbucks can maintain its competitiveness and edge, because both Kenny Rogers and Jollibean are making losses, and facing stiff competition from other F&B providers.

Share price been decreasing in last few years, made losses in last four out of five quarters, not expect significant growth in future, too many business involved, difficult to manage, stiff competition from other retailers and hotels.

Share price dropped from peak of RM1.40 in 2017 to around RM0.30 now, EPS is negative in last two quarters, strong competition from other malls and hotels, unlikely to have significant profit and growth in next few years.

Share price almost down 50% since 2016, now the PE is at around 4, the EPS is more of less consistent at 6-8sen in last five years.

The EPS increased 19.7% compared to 2013.

This company been making losses in last 7 quarters.

This company has been making losses in last 10 quarters, just this quarter return back to profit.

EPS of this company is increasing in last five years, from 2014-2018 were 3.14, 1.85, 2.17, 7.32 and 6.18 sen, respectively.

The dividend also increased, from 2014-2018 were 1, 1, 1, 2.5 and 2.5 sen, respectively.

Current dividend yield is 6.67%.

This company share still overpriced, PE at ~25, divdend also decreased significantly compared to last few years, decreased from around 30sen to now 5sen.