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102054460 Private ID: 102054460
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    Bursa Malayan Flour Mill returns over the past 12 years showed a declining trend. The company also falls into the Turnaround quadrant in the Fundamental Mapper.
    You could be forgiven in thinking that this is not a company to consider. But a detailed fundamental analysis showed that it can be considered fundamentally sound given its solid foundation and a strong market presence.
    While there are profitability and operational efficiency challenges, it has...
    Malayan Flour Mill – a turnaround potential
    Bursa Malaysia EP Manufacturing (EPMB) has being in the news recently with the production and launch of its Malaysian assembled electric vehicles (EV). This auto parts and components manufacturer has adopted a new business direction by going into the EV market.
    We all know the interest Tesla has generated over the years for investor. Certainly, EVs are hot items and rather than guess the impact on EPMB, I decided to ask the AI for an opinion
    I fed the...
    EP Manufacturing – will EV be game changer?
    Bursa plantation company, KL Kepong (KLK) returns over the past decade has shown a declining trend. And it currently falls into the Turnaround quadrant in the Fundamental Mapper. The Fundamental Mapper gives you a first-cut picture. You probably would not consider KLK looking at just the Fundamental Mapper.
    But digging deeper, the main reason for the declining return is because KLK has been expanding into the manufacturing sector (oleo and related chemicals).This exp...
    KLK – one for the contrarian
    The problem social investing sites is that every one has the same information. As such I am not so sure it is easy to make money. That is why I prefer to take a contrarian view and hunt where the crowd avoids.
    A good example is Khind. You probably would not consider Khind looking at just the Fundamental Mapper. But following a detailed analysis, I found that it is financially sound with a history of returning capital to shareholders through dividends....
    Khind– not an obvious investment opportunity
    I provided the following picture of INNO to ChatGPT and this is what ChatGPT said:
    From the provided image, INNO is positioned on a Fundamental Mapper, a tool that evaluates investments based on Business Fundamentals (x-axis) and Investment Risk (y-axis). Here's a quick assessment:
    Position Analysis:
    • INNO appears in the Goldmine quadrant (lower right), which suggests strong business fundamentals and low investment risk.
    • This ...
    Bursa Plantation INNO – Analysts are going the way of the dinosaurs
    Opensys share price has come down from its past 3 years high. Is the market thinking that  that the company no longer has business prospects?
    Opensys is an IT solutions provider that derive the bulk of its revenue serving banks with its cash and cheque processing equipment. With the growth digital banking, would might think that it is in sunset sector. But while growth may be challenging, cash and cheques processing will not disappear overnight.
    The analogy ...
    Opensys – has the market over-reacted
    In a shocking turn of events, KESM, the world’s largest independent provider of burn-in and test services for integrated circuits, has encountered severe financial turbulence.
    Once a revenue heavyweight, the company’s earnings plummeted since 2018, primarily due to global supply chain disruptions and geopolitical tensions.
    Despite holding a robust cash reserve of RM 247 million, its capital allocation strategies have raised eyebrows, as most cash flow is funneled in...
    The Malaysian furniture sector, especially those with exports to the US, may see better light when Trump takes office. His MAGA stance will make life difficult for the exporters from China, reducing competition for Malaysian exporters.
    The Fundamental Mapper on Xifu shows LEESK is currently in a good position being in the good fundamental - low investment risk quadrant.
    Will this be one of the beneficiaries of the coming "export tailwind" thereby ...
    LEESK – will it benefit from Trump’s MAGA policy?
    If you are a risk averse fundamental investor, you would be looking for companies with strong fundamentals trading at prices lower than the business value. The Fundamental Mapper by Xifu shows UOA Dev falling into this category.
    The Fundamental Mapper has 4 quadrant with the Goldmine quadrant in the bottom right section denoting companies with strong busienss performance relative to the sector. At the same time this quadrant are for those whose business value...
    UOA Dev – a Goldmine quadrant company
    Jaya Tiasa has undergone a significant transformation since its inception as a timber company in the 1980s. The diversification into oil palm has shifted the Group's primary revenue source.
    But without this shift, the company would be in trouble today.  Currently, the oil palm operation is the main profit driver. The timber segment faces declining production volumes due to policy shifts toward sustainable practices. The Group's reli...
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