In Search of Excellence: Investing in good companies - kcchongnz

In Search of Excellence: Investing in good companies [KMLOONG] - Pass

Tan KW
Publish date: Mon, 12 Aug 2013, 12:16 AM
Tan KW
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Original discussion on http://klse.i3investor.com/servlets/forum/900255072.jsp

This is an effort to collect the discussions and tidy up in a blog format.

 

Posted by kcchongnz > May 29, 2013 07:32 AM

Is Kim Loong a great company? Is it a good investment? 

Posted by shirley1 > May 26, 2013 10:14 PM | Report Abuse 
monitor kmloong.. 


Yes and yes. Below is my assessment. 

Good governance ?
Durable business Yes
Growth Neutral
ROTC Yes 15% >WACC 
Balance sheet Yes
Cash flow Yes

Screens for investing
ROTC Yes 15% >WACC 
P/B Yes 1.5 <2.0 
PE ratio Yes 14.0 <20 

However, as far as plantation company for investment, I still prefer TDM and SOP.

 

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