SAMCHEM – Leading industrial chemical distributor in Malaysia and South East Asia

28 February 2021|

SAMCHEM’s history can be traced back to year 1989 when it commenced operations as an industrial chemical distributor. The Group was listed on Main Market of Bursa Securities in year 2009. They are leading industrial chemical distributor in Malaysia and South East Asia with growing revenue of over 1 billion per year in 2018 and [...]

SPRITZER – Malaysia’s leading bottled water brand

11 January 2021|

Spritzer is a market leader in bottled drinking and mineral water with an annual production capacity of 700 million litres from three of its plants in Taiping, Shah Alam and Yong Peng.  It brands include Spritzer, Cactus, Summer and flavored drinks BonRica, Tinge and Pop. It is a household name in Malaysia with a market share of over [...]

MASTER – Master in Solar Panel Packaging

21 December 2020|

Master-Pack Group Berhad (MASTER) and its subsidiaries are primarily engaged in the business of manufacturing corrugated cartons, wooden packaging and providing one-stop packaging solutions to its customers.  Over the last 28 years, MASTER had made a name for itself as an innovative niche player in the packaging industry. The sales to the solar industry (First [...]

Quick comparison of Paper & Corrugated Manufacturer in KLSE

8 December 2020|

This is a hot theme lately. We have been covering this industry since early of the year. See our analysis of ORNA here: https://bit.ly/36YHfqF See our previous comparison of the paper and corrugated manufacturer here: https://bit.ly/2LdkTJj Compare it with the latest comparison and you will realize that one stock that sticks out.   See how [...]

Furniture Industry in Malaysia & Vietnam (POHUAT & LIIHEN)

21 October 2020|

Furniture manufacturing players in South East Asia (SEA) is currently experiencing huge order from the United States mainly due these main reasons: Recovery of furniture sales post Covid-19 Strong US new and existing home sales Trade diversion due to US-China trade war See our previous analysis on POHUAT here: http://www.trvanalyzer.com/poh-huat-another-beneficiary-of-strong-us-retail-sales-and-home-sales/ See our previous analysis on LIIHEN [...]

TASCO – Turning-around and potential vaccine logistics play

5 October 2020|

Analyst estimates TASCO FY 2021 earning to be around RM 37 mil. At current market cap, it is trading at forward PE of 7.5x. TASCO was incorporated on 10 September 1974 and subsequently listed on the Main Market of Bursa Malaysia on 28 December 2007. TASCO is a subsidiary of Yusen Logistics Co. Ltd., which [...]

PADINI – The worst is over. A stock with high yield & high ROIC.

13 September 2020|

Padini has grown to become one of the country’s prominent fashion companies, with two multi-brand labels carrying its own brands – Padini Concept Store with eight brands (Padini, Seed, Padini Authentics, PDI, P&Co, Miki, Vincci and Vincci Accessories) and Brands Outlet. In total, Padini has over 140 stores in Malaysia and multiple markets around the [...]

MAGNI – Recovery play

26 August 2020|

Listed in 2000, Magni-Tech Industries Berhad (Magni) started back in 1997 as a packaging company before diversifying into the apparel business in 2006. Currently, the Group has two core businesses, namely garment and packaging. With the aid of the strong growth in its garment arm, Magni-Tech has consistently recorded positive core net profit growth since [...]

Poh Huat – Another beneficiary of strong US retail sales and home sales.

26 July 2020|

Poh Huat Resources Holdings Berhad is a Malaysia-based investment holding company. The Company is engaged in the manufacturing of furniture. The Company manufactures two types of furniture: office furniture and home furniture. Poh Huat generates 67% of its sales from the US and 23% from Canada. With this, it is set to benefits form the strong [...]

Revisiting LIIHEN – Beneficiary of strong US retail sales and home sales.

21 July 2020|

LIIHEN is a furniture maker based in Muar, Johor with more than 70% sales coming from the US and Canada. It is poised to benefit from the reported strong retail sales. Check on the pictures below to see why: View the complete analysis of LIIHEN by TRV Stock Analyzer here: https://bit.ly/30Abwr8 https://bit.ly/30Abwr8   https://www.bloomberg.com/news/articles/2020-07-16/u-s-retail-sales-exceeded-forecast-in-june-after-record-may https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/july-retail-market-us-sales-jump-7-5-in-june-bankruptcies-hit-3-year-high-59458563 [...]