Posted by stockmanmy > 2016-06-02 20:57 | Report Abuse

conclusion is obvious

Lihen has the highest turnover ratio. How fast assets are turnover. Faster the better.

Homeritz has the highest NOPAT margin suggesting pricing power.


For long term investors you want Lihen and Homeritz.

Posted by paperplane2016 > 2016-06-02 21:05 | Report Abuse

Yes.

Posted by paperplane2016 > 2016-06-02 21:05 | Report Abuse

Great analysis.

Posted by moneySIFU > 2016-06-02 21:55 | Report Abuse

Good analysis, Ricky.

However, whatever it was in the past, the future results are the key determination for the stock to perform:

Lii Hen delivered excellent result, price = flying
Homeritz delivered fair good result, price = up progressively
Latitude & FLB delivered disappointed result, price = falling

Poh Huat = ???

Posted by stockmanmy > 2016-06-02 23:13 | Report Abuse

I like this approach. With multi year data and very graphical.

Posted by KLCI King > 2016-06-02 23:17 | Report Abuse

Homeritz & FL are too small

Posted by popo92 > 2016-06-03 00:01 | Report Abuse

Like your analysis, but It is quite controversy to exclude foreign gain/loss from NOPAT in some cases, especially with big difference floatation which in real cases actually help or pull down these companies. A part of revenue numbers come from selling prices (derives from forex currencies), not totally from volumes of sales.