sunwukon9
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Asia's growth water utility stock in Penang: The Silicon Valley of the East
The water utility business is highly defensive, and PBA Holdings Bhd (5041.MY) stands as the undisputed monopoly in Penang, with zero competition. Its valuation is attractive, and the company is on track to achieve at least RM150 million net profit in 2025. At just a 10x forward P/E, the stock could soar to RM4.53, and at a more favorable 15x P/E, it reaches a compelling fair value of RM6.80.
Penang boa...
The water utility business is highly defensive, and PBA Holdings Bhd (5041.MY) stands as the undisputed monopoly in Penang, with zero competition. Its valuation is attractive, and the company is on track to achieve at least RM150 million net profit in 2025. At just a 10x forward P/E, the stock could soar to RM4.53, and at a more favorable 15x P/E, it reaches a compelling fair value of RM6.80.
Penang boa...
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sunwukon9
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Wall Street banks are in a frenzy over "The Next AI Trade," piling into the 'Powering up America' investment themes. These include power grid companies, commodities such as copper and uranium, as well as artificial intelligence chipmakers. However, the issue of water consumption has been relatively overlooked.
JP Morgan recently released a research report titled "Deep Dive into Power,...
JP Morgan recently released a research report titled "Deep Dive into Power,...
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$CHINA WATER (00855.HK)$
The water utility business is highly defensive, and PBA (5041.MY) stands as the undisputed monopoly in Penang, with zero competition. Its valuation is extremely attractive, and the company is on track to achieve at least RM150 million net profit in 2025. At just a 10x forward P/E, the stock could soar to RM4.53, and at a more favorable 15x P/E, it reaches a compelling fair value of RM6.80.
Penang b...
The water utility business is highly defensive, and PBA (5041.MY) stands as the undisputed monopoly in Penang, with zero competition. Its valuation is extremely attractive, and the company is on track to achieve at least RM150 million net profit in 2025. At just a 10x forward P/E, the stock could soar to RM4.53, and at a more favorable 15x P/E, it reaches a compelling fair value of RM6.80.
Penang b...
$American Water Works (AWK.US)$
The water utility business is highly defensive, and $PBA (5041.MY)$ stands as the undisputed monopoly in Penang, with zero competition. Its valuation is extremely attractive, and the company is on track to achieve at least RM150 million net profit in 2025. At just a 10x forward P/E, the stock could soar to RM4.53, and at a more favorable 15x P/E, it reaches a compelling fair value of RM6.80.
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The water utility business is highly defensive, and $PBA (5041.MY)$ stands as the undisputed monopoly in Penang, with zero competition. Its valuation is extremely attractive, and the company is on track to achieve at least RM150 million net profit in 2025. At just a 10x forward P/E, the stock could soar to RM4.53, and at a more favorable 15x P/E, it reaches a compelling fair value of RM6.80.
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The water utility business is highly defensive, and $PBA (5041.MY)$ stands as the undisputed monopoly in Penang, with zero competition. Its valuation is extremely attractive, and the company is on track to achieve at least RM150 million net profit in 2025. At just a 10x forward P/E, the stock could soar to RM4.53, and at a more favorable 15x P/E, it reaches a compelling fair value of RM6.80.
Penang boasts the second-lowest domestic water tariff in the country, giving PBA immense upsi...
Penang boasts the second-lowest domestic water tariff in the country, giving PBA immense upsi...
sunwukon9
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Following a victory in Wisconsin, Donald Trump has clinched the 60th U.S. presidential election on Wednesday, marking his extraordinary return as the 47th President of the United States. Trump is the first former president to reclaim the office since Grover Cleveland in 1892 and becomes only the second president after Gerald Ford in 1975 to survive two assassination attempts.
Turning to Malaysian financial markets, the $FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$ index exp...
Turning to Malaysian financial markets, the $FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$ index exp...
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$PBA (5041.MY)$ If the market values PBA at a reasonable 10x PE on RM150 million earnings, we're looking at a share price of RM4.50.
Warren Buffett and Charlie Munger have always sought to invest in companies with monopoly-like status, like PBA.
PBA's long-standing issue of low water tariffs has now been resolved, allowing for potential tariff increases every three years.
Three decades of pent-up earnings are now being unleashed, paving the way for superior earnings growth going forward.
Warren Buffett and Charlie Munger have always sought to invest in companies with monopoly-like status, like PBA.
PBA's long-standing issue of low water tariffs has now been resolved, allowing for potential tariff increases every three years.
Three decades of pent-up earnings are now being unleashed, paving the way for superior earnings growth going forward.
sunwukon9
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PBA stocks analysis to understand its fundamentals and future P/E ratio!
$PBA (5041.MY)$ $RANHILL (5272.MY)$
$PBA (5041.MY)$ $RANHILL (5272.MY)$
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sunwukon9 OP : TA forecasts $RANHILL (5272.MY)$ to make profits RM50m+ in 2025 & 2026. Market cap now is RM1.8 billion, implying a valuation of >30x P/E. $PBA (5041.MY)$ on the other hand has a market cap of less than RM800 million, and is expected to make at least RM120m-RM150m in net profits next year. PBA is also a net cash rich company with RM200m+ in cash & equivalents, in contrast to Ranhill which has high debts.