Showing posts with label HC Data. Show all posts
Harimau Capital Rating : Malaysia Stocks Analysis
This is a reference guide for retail (minority) investors who like to invest in Malaysia stock market (Bursa Malaysia). We select a small number of stock counters in the watch list as a reference stock. The stocks are evaluated based on both value and growth investing principles. The rating also emphasizes how good is the company's investor relationship. The investor relationship analysis is based on number of factors: regular company business analysis information sharing (quarterly business presentation update), dividend policy, . We believe those companies which have good investor relationship, usually outperform others in term investment return for retail investors in long run.
As a retail investor, we are passive investors and we neither have any insider information nor power of business direction. We are investing in stocks solely based on the business information available publicly today; we do not like major shareholder/insiders or professional traders whose trade stock based on insider information or technical indicators.
This rating will be updated quarterly to reflect the latest business and share price development.
MC - Market/Management Leadership
OE - Operation Efficiency
CP - Company Growth Prospect
IR - Investor Relationship
EV - Earning Visibility
DY - Dividend Yield
UV - Undervalued Rating
LT - Long Term Return for minority shareholders
Rating : 1 to 5
Bursa Malaysia Top 100 Listed Companies (5 years)
C.Price - Current Share Price & FY Price - FY Closing Price i.e. Closing Price @ 31/12/2014>
2012 Bursa Malaysia Top 20 by Market Capitalization
2012 Bursa Malaysia Top 20 by Market Capitalization
Tag :
AMBank,
CIMB,
Digi,
Genting,
Genting Malaysia,
HC Data,
IOI,
KLK,
Malaysia Top,
Maxis,
Maybank,
Public Bank,
YTL
Tag :
AEON Credit,
HC Data
2012 Latest Oil Palm Plantation Companies Data
Malaysia Oil Palm Listed Companies Statistical Data 2012
Notes:
1. Profit(RM) in Million
2. Immature - 0-3 Years Tree
2011/12 Malaysia Oil Palm Companies Data
Malaysia Top 10 Plantation Company
More companies will be added:
1. Sime Darby
2. TH Plantation
3. Kulim
4. Boustead
5. IJM Plantation
Notes:
1. Profit(RM) in Million
2. Immature - 0-3 Years Tree
2011/12 Malaysia Oil Palm Companies Data
Malaysia Top 10 Plantation Company
More companies will be added:
1. Sime Darby
2. TH Plantation
3. Kulim
4. Boustead
5. IJM Plantation
Jaya Tiasa vs Ta Ann
Both Jaya Tiasa and Ta Ann started from timber business and later ventured to the oil palm business. Below are the some direct comparison between the two companies.
Based on the planted palm oil area, Jaya Tiasa FFB output will overtake Ta Ann in FY2013 as Jaya Tiasa was more aggressive in planting on last 5 years.
Jaya Tiasa on the way making itself as a mid-size plantation company in next 3 years. And the company also trying to unlock its value through the recent bonus issue plan. Overall, the company can be RM5-6 billion company in 5 years time.
Note:
1. Jaya Tiasa Financial Year was ended at 31 Apr compared to Ta Ann which ended at 31 Dec. Also Jaya Tiasa has planned to changed its financial yead ended from 31 Apr to 30 Jun starting in FY 2012.
2.
Log, Reforestation & Plantation Area
Log & Plywood Division: Production & Sale Figure
Oil Palm Division Output, Revenue & Profit
LPI Capital Bhd 10Yrs++ Financial Summary
LPI
LPI Capital Bhd (“LPI”), previously known as London & Pacific Insurance Company Berhad, is an investment holding company. The Company changed its name to LPI Capital Bhd and transferred its entire insurance business to a wholly owned subsidiary, Lonpac Insurance Bhd (“Lonpac”) after a rationalisation scheme on 1 May 1999.
LPI was established on 24 May 1962 as a private limited company and was registered as an approved insurer on 9 April 1963 under the Malaysian Insurance Act, 1963. LPI shares were listed on the Second Board of Bursa Malaysia Securities Berhad (“Bursa Securities”) on 8 January 1993 and subsequently were transferred to the Main Market of Bursa Securities on 17 January 1997.
Core Business LPI Group remains significantly focused on its core business in the general insurance market through its wholly-owned insurance subsidiary. It offers a wide range of general insurance products and services covering various general insurance classes namely, property, liability, pecuniary, employees’ benefits, projects, motor, marine as well as personal products insurances. Both fire and motor classes occupy 1/3 each of the gross written premium.
DiGi 2011 Results and 2012/13 Estimates
1. Mid to high single digit revenue growth, estimate 10%. (Digi 2012 Guidance)
2. Sustained EBITDA and operation cash flow margin. (Digi 2012 Guidance)
3. Estimate 700mil-750 mil of Capital Expense on FY 2012 (Digi 2012 Guidance)
4. Accelerated depreciation on 2011 to 2013 on 2010 14th Annual General Meeting presentation.
~RM400mil –RM450mil for 2011
~RM500mil –RM550mil for 2012
~less than RM100mil for 2013
5. As per communication during last year @ Telenor CMD 2011, Digi aim to achieve a.) OPEX/sales < 26% and CAPEX/sales < 10% on 2013.
Potential upsides
1. Further tax incentives related to mobile broadband network facilities on 2012 & 2013?
2. Ongoing assessment of viable longer-term capital management initiatives to be realized on 2013
Estimated Target Price for Digi RM4.50@ 2012 & RM5.00@2013
Malaysia Oil Palm Plantation Company Estate Profile @ FY2010
Gross(Ha) - Total Gross Plantation Area
Planted(Ha) - Planted Area (ha)
Matured(Ha) -Matured Area(ha)
Immat.(Ha) - Planted but immatured Area (ha)
FFB (MT) - Fresh Fruit Bunches (MT)
MT/Ha - Number of FFB produced in a hectares of matured area
Profit (RM) - Total Net Profit in RM'million
RM/Ha - Net Profit Per Matured Area
No. Shares - Total number of shares of the listed company (in million)
(M)Ha/Lot - Matured Area per 1000 shares
(P)Ha/Lot - Planted Area per 1000 shares
