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(Kuala Lumpur, 3rd News) Following a strong performance in 2024, Industrial Research of Industrial Investment Bank predicts that industrial stocks with stable asset bases and regular income are expected to attract investors' interest with excellent earnings quality, further raising the valuation premium.
In today's report, Industrial Research of Industrial Investment Bank pointed out that over the past five years, many developers have gradually diversified their business operations, enhanced stable sources of income, in response to the downturn in the industry market in the past decade.
In particular, analysts are bullish on developers with strong asset base, good capital management, and clear monetization strategies.
Given that these companies have better profit quality and higher future stability, their valuation should be further reassessed.
Analysts point out that companies with consistently growing recurring revenue businesses and investment asset portfolios that may offer cash-out opportunities should attract investor attention.
The report even uses Shuangwei as a benchmark. $SUNWAY (5211.MY)$ In the 2023 fiscal year, Shuangwei's industrial investment and medical care contributed nearly 50% of the profit, and the potential listing of medical care further boosted the stock price, reaching a P/E ratio valuation of 35 times.
We believe that compared to cyclical industrial development businesses, the value of underlying assets is a key factor supporting valuation.
Therefore, analysts suggest that investors pay attention to companies with similar development trajectories, such as Sonoma Industries $SIMEPROP (5288.MY)$ , Maxing Group $MAHSING (8583.MY)$ and Kingwin Group $MATRIX (5236.MY)$ 。 ...
In today's report, Industrial Research of Industrial Investment Bank pointed out that over the past five years, many developers have gradually diversified their business operations, enhanced stable sources of income, in response to the downturn in the industry market in the past decade.
In particular, analysts are bullish on developers with strong asset base, good capital management, and clear monetization strategies.
Given that these companies have better profit quality and higher future stability, their valuation should be further reassessed.
Analysts point out that companies with consistently growing recurring revenue businesses and investment asset portfolios that may offer cash-out opportunities should attract investor attention.
The report even uses Shuangwei as a benchmark. $SUNWAY (5211.MY)$ In the 2023 fiscal year, Shuangwei's industrial investment and medical care contributed nearly 50% of the profit, and the potential listing of medical care further boosted the stock price, reaching a P/E ratio valuation of 35 times.
We believe that compared to cyclical industrial development businesses, the value of underlying assets is a key factor supporting valuation.
Therefore, analysts suggest that investors pay attention to companies with similar development trajectories, such as Sonoma Industries $SIMEPROP (5288.MY)$ , Maxing Group $MAHSING (8583.MY)$ and Kingwin Group $MATRIX (5236.MY)$ 。 ...
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RaymondSpeng
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$FiscalNote Holdings (NOTE.US)$ about to explode
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$KULR Technology (KULR.US)$ Can we see 4 today？
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RaymondSpeng
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$KULR Technology (KULR.US)$
So it's up trend again?
So it's up trend again?
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RaymondSpeng
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$KULR Technology (KULR.US)$ Hopefully it's just an illusion, full position.
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RaymondSpeng
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$KULR Technology (KULR.US)$ feels like going opposite direction which is good. the rest doen and u UP!
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RaymondSpeng
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$KULR Technology (KULR.US)$ Made a T-shirt.
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$KULR Technology (KULR.US)$ got chance 4
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