大马四大手套生产商，哪一家最值得投资？
TOP GLOVE CORPORATION BHD
HARTALEGA HOLDINGS BHD
SUPERMAX CORPORATION BHD
KOSSAN RUBBER INDUSTRIES BHD
xx
https://youtu.be/z3F3HTLXTlo

大马四大手套生产商，哪一家最值得投资？
https://youtu.be/z3F3HTLXTlo

大马四大手套生产商，哪一家最值得投资？
TOP GLOVE CORPORATION BHD
HARTALEGA HOLDINGS BHD
SUPERMAX CORPORATION BHD
KOSSAN RUBBER INDUSTRIES BHD
https://youtu.be/z3F3HTLXTlo

大马四大手套生产商，哪一家最值得投资？
TOP GLOVE CORPORATION BHD
HARTALEGA HOLDINGS BHD
SUPERMAX CORPORATION BHD
KOSSAN RUBBER INDUSTRIES BHD
https://youtu.be/z3F3HTLXTlo

KOSSAN:大马四大手套生产商之一，值得投资吗？
KOSSAN RUBBER INDUSTRIES BERHAD 2021 年度财报分析
https://youtu.be/ICOTML5lGO8

ALLIANCE BANK: 大马市值第七大银行，值得投资吗？
ALLIANCE BANK MALAYSIA BERHAD 2021 年度财报分析
https://youtu.be/FnDmtO04yzA

AMBANK: 大马市值第六大银行，值得投资吗？
AMMB HOLDINGS BERHAD 2021 年度财报分析
https://youtu.be/QZVKD59s-e8

RHB BANK: 大马市值第五大银行，值得投资吗？
RHB BANK BERHAD 2021 年度财报分析
https://youtu.be/ITEhIQC67qw

HONG LEONG BANK: 大马市值第四大银行，值得投资吗？
HONG LEONG BANK BERHAD 2021 年度财报分析
https://youtu.be/3-FQvQ6QlBo

SUPERMAX:大马四大手套生产商之一，值得投资吗？
SUPERMAX CORPORATION BERHAD 2021 年度财报分析
https://youtu.be/BU4_atni0aw

HARTALEGA:大马另一个手套巨头，值得投资吗？
HARTALEGA HOLDINGS BERHAD 2021 年度财报分析
https://youtu.be/4Bh2WQ_1q18

IS KLK YOUR FAVOURITE PLANTATION STOCK?
KUALA LUMPUR KEPONG BERHAD 2021 ANNUAL REPORT ANALYSIS
https://youtu.be/WL-2D8l9Jpk

TOP GLOVE:全球最大的手套生产商，值得投资吗？
TOP GLOVE CORPORATION BHD 2021 年度财报分析
https://youtu.be/Ytuyd-Uk_Pg

CIMB:大马第三大银行，值得投资吗？
CIMB GROUP HOLDINGS BERHAD 2021 年度财报分析
https://youtu.be/ya4pz20JcGw

F&N:一个家喻户晓的品牌，值得投资吗？
FRASER & NEAVE HOLDINGS BHD 2021 年度财报分析
https://youtu.be/uWZnTjHEaXk

PETRONAS CHEMICALS:东南亚最大的一家化工厂之一，值得投资吗？
PETRONAS CHEMICALS GROUP BERHAD 2021 年度财报分析
https://youtu.be/dQb4ccgp_v8

Between FY 2012-2021, it is shown that INARI has been investing significantly in property, plants and equipment in order to ramp up its production capacity. Along with increasing sales, it is expected that INARI’s earnings will also be rising in the coming few years

https://youtu.be/Yk64C1tlzLQ

Maybank的派息政策是：派息数额是净盈利的40-60%。而实际上，Maybank基本上每年的派息数额都超过净盈利的70%。在2021年度也达到了84.5%，是大马股市派息率最高的公司之一

https://youtu.be/RZ-Jas03Cuo

DNEX completed the acquisition of an additional 60 per cent stake in PING Petroleum Limited, expanding its holdings to 90 per cent
It also completed the acquisition of 60 per cent equity interest in SilTerra Malaysia Sdn Bhd from Khazanah Nasional Berhad
SilTerra also entered into a wafer supply and purchase agreement worth US$400 million with ChipOne

https://youtu.be/T67ldesCu9Q

Bursa公司的派息政策是派息数额超过净盈利的75%。而实际上，自从上市以来， Bursa公司每年的派息数额都超过净盈利的90%，在2021年度也达到了93%，是大马股市派息率最高的公司之一

财报数据显示，Bursa常年以来赚率都极高，达到40%左右，尤其疫情期间，交易量提高，使到净盈利率甚至上升到接近50%，是大马股市少见赚率很高的公司

BURSA MALAYSIA BERHAD 2021 年度财报分析

https://youtu.be/xHNOLCMNpcA

As reported in 2021 annual report, KLK has been expanding the scale of its operations on all fronts. Acquisitions of new plantations have been raising its planting area significantly, while its new manufacturing plant is ready for production, these developments are likely to ramp up earnings in the next few years.

KLK is one of Malaysia?s largest plantation operator. While boasting one of the largest plantation areas, it is also well equipped with a large number of palm oil mills as well as refineries, which enables it to produce more value-added products. Hence, its profitability is less dependent on the CPO prices

Overall, KLK has a good performance in terms of earnings, financial stability as well as management of its many resources. Currently, its P/E ratio is around 12, do you think it is still worthy to invest in?

https://youtu.be/vjlEHrytmEs

As reported in 2021 annual report, INARI?s new manufacturing plant is ready for production, these developments are likely to ramp up earnings in the next few years.

The annual report from recent years also shown a large increase in capital expenditure to increase its production capacity, this is also reflected in the increase in NTA per share value. Rising production capacity may indicate increase earnings in the future

https://youtu.be/aSbhEzPPmcQ

As reported in 2021 annual report, DNEX?s share holdings in both SilTerra and Ping has increased significantly, in addition to new sales and contracts, these developments are likely to ramp up earnings in the next few years.

The 2021 annual report also shown a large increase in capital expenditure to increase its production capacity, this is also reflected in the increase in NTA per share value. Rising production capacity may indicate increase earnings in the future

https://youtu.be/ZYH0NLAQjaQ

As reported in 2021 annual report, DNEX?s share holdings in both SilTerra and Ping has increased significantly, in addition to new sales and contracts, these developments are likely to ramp up earnings in the next few years.

The 2021 annual report also shown a large increase in capital expenditure to increase its production capacity, this is also reflected in the increase in NTA per share value.

Between FY 2012-2021, DNEX?s debt level has been relatively low, indicating that the company?s finance is at a stable level

https://youtu.be/aSbhEzPPmcQ

Based on comparison of 44 plantation counters listed in Bursa Malaysia, it is found that currently DUTALAND is not ranked as one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. However, DUTALAND stands out in performance indicators such as having the highest dividend yield (11.76%) in the current financial year.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, it is found that currently FGV is not ranked as one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. However, FGV stands out in performance indicators such as having high cash flow reserve (RM 1,096 million).

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, it is found that currently BOUSTEAD is not ranked as one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. However, BOUSTEAD stands out in performance indicators such as having high market capitalization (RM 1,512 million).

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, it is found that currently TSH is not ranked as one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. However, TSH stands out in performance indicators such as having high market capitalization (RM 2,073 million).

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, it is found that currently IJM is not ranked as one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. However, IJM stands out in performance indicators such as having strong support from institutional investors.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

PBA's main business segment is on providing water supply to Penang state consumers.

PBA's earning performance has been overall fluctuating in last five years, whereby its earning per share overall fluctuated from -31.25 sen to 18.66sen. PBA pays dividend consistently in the last five years, whereby dividend per share ranged from 3.5 to 4 sen per share. In FY2018, total dividend paid to shareholders was 4 sen per share, amounting to a dividend yield of 3.67%. Currently the P/E ratio is ~-3.49. In FY2018, PBA recorded a loss after tax of RM103.43 million due to the recognition of RM137.60 million in unabsorbed RA as a tax liability.

https://louisesinvesting.blogspot.com/2020/01/comments-on-pba-holdings-bhd-5041.html

GAS MALAYSIA's main business segment is on building gas pipelines and providing natural gas to residential and industrial customers.

GAS MALAYSIA's earning performance has been overall rising in last five years, whereby its earning per share overall increased from 8.3 sen to 14sen. GAS MALAYSIA pays dividend consistently in the last five years, whereby dividend per share ranged from 8.3 to 13.5 sen per share. Notably, GAS MALAYSIA consistently pays nearly 100% of its earnings to shareholders in the form of dividend. In FY2018, total dividend paid to shareholders was 13.5 sen per share, amounting to a dividend yield of 4.82%. Currently the P/E ratio is ~19.

https://louisesinvesting.blogspot.com/2020/01/comments-on-gas-malaysia-bhd-5209.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, it is found that currently TA ANN is not ranked as one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. However, TA ANN stands out in performance indicators such as having consistently high earning per share (> 10 sen per share and above).

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, it is found that currently KIM LOONG is not ranked as one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. However, KIM LOONG stands out in performance indicators such as having mostly steady earning per share (~ 5 sen per share and above).

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, it is found that currently CHIN TECK is not ranked as one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. However, CHIN TECK stands out in performance indicators such as having consistently steady earning per share (~ 10 sen per share and above).

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, UNITED MALACCA is shown to be one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. UNITED MALACCA stands out in performance indicators such as having mostly steady earning per share (~ 10 sen per share and above), high market capitalization (RM 1,108 million) and relatively low P/E ratio of ~17.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, SARAWAK OIL PALMS is shown to be one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. SARAWAK OIL PALMS stands out in performance indicators such as having consistently steady earning per share (~ 10 sen per share and above), high market capitalization (RM 2,198 million) and high cash flow reserve (RM 797 million).

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

MFCB's main business segment is building and operation of the new power plant at Laos.

MFCB's earning performance has been overall rising in last five years, whereby its earning per share overall increased from 27.5 sen to 33sen. This is reflected in current rise in the share price, outlook in next few years is promising as power plant in Laos commence operation. MFCB pays dividend consistently in the last five years, whereby dividend per share ranged from 4 to 8 sen per share. In FY2018, total dividend paid to shareholders was 4 sen per share, amounting to a dividend yield of 0.72%. Currently the P/E ratio is ~24.

https://louisesinvesting.blogspot.com/2020/01/comments-on-mega-first-corp-bhd-3069.html

TNB's earning performance has been fluctuating in last five years, whereby its earning per share overall ranged from 65.4 sen to 130.2sen. TNB pays dividend consistently in the last five years, whereby dividend per share ranged from 29 to 61 sen per share. In FY2018, total dividend paid to shareholders was 53 sen per share, amounting to a dividend yield of 4.11%. Currently the P/E ratio is ~19.

https://louisesinvesting.blogspot.com/2020/01/comments-on-tenaga-nasional-bhd-5347.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, SIME DARBY is shown to be one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. SIME DARBY stands out in performance indicators such as having high market capitalization (RM 36,488 million) and high capex (RM 797 million) and strong support from institutional investors.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, GENTING PLANTATIONS is shown to be one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. GENTING PLANTATIONS stands out in performance indicators such as having consistently steady earning per share (> 10 sen per share), high market capitalization (RM 9,512 million) and high cash flow reserve (RM 950 million).

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, BATU KAWAN is shown to be one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. BATU KAWAN stands out in performance indicators such as having consistently high earning per share (> 50 sen per share), high NTA per share (RM 14.4 per share) and relatively low P/E ratio of ~20.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, IOI is shown to be one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. IOI stands out in performance indicators such as having high market capitalization (RM 29,538 million), high cash flow reserve (RM 2,599 million) and high trading volume in the latest financial year.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, UNITED PLANTATION is shown to be one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. UNITED PLANTATION stands out in performance indicators such as having consistently high earning per share (> 100 sen per share), high dividend amount (170 sen per share) and high dividend payout ratio (118%) in the latest financial year.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

PETGAS's main business segments include natural gas processing, gas transportation, regasification and utilities.

Its earning performance has been overall steady in last five years, whereby its earning per share overall ranged from 87.9 sen to 100.4sen. PETGAS pays dividend consistently in the last five years, whereby dividend per share increased from 55 to 72 sen per share. In FY2018, total dividend paid to shareholders was 72 sen per share, amounting to a dividend yield of 4.36%. Currently the P/E ratio is ~18, which is not too high.

https://louisesinvesting.blogspot.com/2020/01/comments-on-petronas-gas-bhd-0189.html

Based on comparison of 44 plantation counters listed in Bursa Malaysia, KLK is shown to be one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. KLK stands out in performance indicators such as having consistently high earning per share (> 50 sen per share), high dividend amount (50 sen per share) and high dividend payout ratio (86%) in the latest financial year.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

MATANG's main business segments include oil palm plantations and sale of FFB.

The Group is newly listed in Bursa Malaysia ACE Market since 2017. Its earning performance has been overall fluctuating in last three years, whereby its earning per share overall fluctuated from 0.07 sen to 0.23sen. In FY2019, reported lower revenue was due to decreasing FFB selling price.

https://louisesinvesting.blogspot.com/2020/01/comments-on-matang-bhd-0189.html

ASTRAL ASIA's main business segments include oil palm plantations, sale of FFB and property development.

Its earning performance has been overall fluctuating in last five years, whereby its earning per share overall fluctuated from -0.83 sen to 0sen. In FY2018, the Group incurred a loss after tax of RM6.8 million compared to a loss after tax of RM 0.6 million in the previous financial year. This was mainly due to the lower crude palm oil prices coupled with lower fresh fruit bunches production during the financial year.

https://louisesinvesting.blogspot.com/2020/01/comments-on-astral-asia-bhd-7054.html

TDM's main business segments include oil palm plantations, milling operations and hospitals operations.

Its earning performance has been overall fluctuating in last five years, whereby its earning per share overall fluctuated from -4.48 sen to 3.66sen. The Group posted a lower Revenue and loss before tax of RM68.1 million in FY2018, due to depressed prices of CPO, one-off impairment charges related to its Kalimantan estate and foreign enxhange losses from fixed income investments. The dip in revenue contribution by its plantation business was offset to a degree by higher revenue from the Healthcare Division, which achieved revenue of RM209.6 million, representing a 14.3% increase over RM183.4 million in FY2017.

https://louisesinvesting.blogspot.com/2020/01/comments-on-tdm-bhd-2054.html

RIMBUNAN SAWIT's main business segments include oil palm plantations and milling operations.

Its earning performance has been overall fluctuating in last five years, whereby its earning per share overall fluctuated from -6.54 sen to 0.23sen. The Group experienced considerable losses (-6.54 sen per share) in year 2018. The reduction was mainly due to significant cut in CPO price despite improving revenue on the back of higher sales volume.

https://louisesinvesting.blogspot.com/2020/01/comments-on-rimbunan-sawit-bhd-5113.html

SIN HENG CHAN's main business segments include oil palm plantations and facility managment services.

Its earning performance has been overall fluctuating in last five years, whereby its earning per share overall fluctuated from -5.02 sen to 2.27sen. In the FY 2018, the Group registered a loss attributable to equity holders of the company of RM6.3 million compared to a net loss of RM1.7 million in FY 2017. This was primarily driven by losses from the plantations segment, which suffered from low average CPO prices in 2018.

https://louisesinvesting.blogspot.com/2020/01/comments-on-sin-heng-chan-malaysia-bhd.html