Monday, September 28, 2015

Company: Hovid Berhad (7023)

Well-managed growing company. Good net profit margin at 10.0% - 11.5%. Net cash. Current price RM0.44 is fair. Dividend yield of 3% is not really attractive at current market conditions. Be patient, buy on when opportunity of lower price arise.


Thursday, September 17, 2015

Company: Padini Holdings Berhad (7052)


The company has been generating profit and cash flow and delivering dividend consistently to the investors. I went through its annual financial statements and quarterly reports. I put my research in presentation slide format.

In general there are two parts:
  1. Performance, financial positions and risks of the company
  2. Share price and valuation