KUB Malaysia Berhad – Fan Request

Watch the video with Andrew Stotz or read a summary of the World Class Benchmarking on KUB Malaysia Berhad.

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Malaysia on Demand

Thanks to David Ooi for the request to see World Class Benchmarking on KUB Malaysia Berhad (KUBM MK).

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RGA Investment AdvisorRGA Investment Advisor commentary for the second quarter ended July 2020, titled, "The Tale of Two Markets." Q2 2020 hedge fund letters, conferences and more In our Q1 2019 commentary we expressed how “COVID-19 will kick off one of the most profound reshaping of our world any of us will see in our lifetime,” accompanied Read More


Background

Founded in 1996, it’s an investment holding company focused on ICT, Energy, Agriculture, Food and Power.

The Energy segment contributes about 70% of revenue and is focused on import and trade of liquefied petroleum gas (LPG). KUB’s second largest revenue contributor is its Food segment, which operates about 30 A&W restaurants in Malaysia (Don’t know A&W? Ever heard of root beer?)

Its agricultural business is focused on palm oil for alternative energy e.g. bio fuel. The ICT segment is focused on services related to building for example telecommunication networks.

The company also does construction related to the power industry and oil & gas as well as property management. However, these two segments currently don’t contribute significantly to the company’s revenue.

World Class Benchmarking

Profitable Growth has fallen to #4 from being World Class in 2015. Profitability is solid at #2, below average Growth has dragged on Profitable Growth.

Asset utilization is World Class and Profit margin has been solid at #3 since 2015.

Sales growth and Margin change both fell one step in rank in the past 12 months.

Article by Dr. Andrew Stotz, Become A Better Investors

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Dr. Andrew Stotz, CFA is the CEO of A. Stotz Investment Research, a company providing institutional investors with ready-to- invest portfolios in Asia that aim to beat the benchmark through superior stock selection. The company also provides buy- and sell-side clients with financial models to value any company in the world and World Class Benchmarking to determine what companies are financially world class. Previously, as Head of Research at CLSA, Andrew was voted No. 1 Analyst in Thailand in the Asiamoney Brokers Polls for 2008 and 2009. He was also voted No. 1 Analyst in Thailand in the 2009 Institutional Investor magazine All-Asia Research Team Report. Andrew earned his PhD in finance at the University of Science and Technology of China in Anhui province, with a focus on answering questions raised by fund managers and analysts during his career about picking stocks and managing portfolios. In addition, Andrew has been a lecturer in finance for 22 years at various universities in Thailand. Since 2013, he has been the president of the CFA Society of Thailand. He is also the author of How to Start Building Your Wealth Investing in the Stock Market.