KUB Malaysia Berhad – Fan Request

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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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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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In 1992 Dr. Andrew Stotz, CFA, left a management career at Pepsi-Cola in California to teach finance in Thailand. In 1993, he found his life calling as a financial analyst, a job for which he was eventually voted #1 in Thailand. In the second half of his 20-year career in investment banking, Dr. Stotz was a Head of Research, leading teams of financial analysts. He served as a two-term president of CFA Society Thailand and now runs his firm, A. Stotz Investment Research, which provides research and tools for institutions and high-net-worth investors and helps CEOs make their companies financially world class.
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