Superlon Holdings Berhad – Fan Request

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

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michael mauboussin, Credit Suisse, valuation and portfolio positioning, capital markets theory, competitive strategy analysis, decision making, skill versus luck, value investing, Legg Mason, The Success Equation, Think Twice: Harnessing the Power of Counterintuition, analysts, behavioral finance, More Than You Know: Finding Financial Wisdom in Unconventional Places, academics , valuewalkThe debate over active versus passive management continues as trends show the ongoing shift from active into passive funds. Q2 2020 hedge fund letters, conferences and more At the Morningstar Investment Conference, Michael Mauboussin of Counterpoint Global argued that the rise of index funds has made it more difficult to be an active manager. Drawing Read More


Malaysia on Demand

Thanks to David Ooi for the request to see World Class Benchmarking on Superlon Holdings Berhad (SLON MK).

Background

Superlon Holdings Berhad is an investment holding company engaged in manufacturing of nitrile butadiene rubber foam (NBR). NBR is crafted into tubes and sheets and used as insulation materials in heating, ventilation, air conditioning and refrigeration. Exports accounted for 75% of SLON’s revenue in FY2017 (ended in April).

World Class Benchmarking

Profitable Growth returned to World Class in 2016 for Superlon Holdings. The company ranks in the top 10% among 900 small companies in the Industrials sector globally.

Profitability is has improved to #1 from #4 in 2013 and Growth remained in the top 3.

Asset utilization is stable and good at #3. Profit margin is great and maintained its #2 rank in the past 12 months.

Sales growth and Margin change both fell one step in rank to #3 in in the past 12 months.

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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.