Skip to main content

A Walk in the Park with Cypark Resources Berhad (5184)

Lately, I have been searching for a company which has good profit margins, a business model which is non-conventional (i.e., not manufacturing, banking, plantation, and trading in nature), and resilient to external market shocks. I hope I have found the right company! This week I will be looking at Cypark Resources Berhad (5184). Cypark is a company that is involved with the provision of environmental solutions. It has 4 main business segments which are: 1. Environmental engineering: Provision of nature conservation and environmental improvement services. 2. Landscaping and infrastructure: Provision of landscape services, project management services, and infrastructure development. 3. Maintenance: Provision of specialist maintenance works on leachate treatment plants, landscape services for parks, and maintenance of public amenities. 4. Green technology & renewable energy: Solar panel, biogas, biomass, waste-to-energy, and other renewable energy project...

About Me

I am a millennial  who is passionate about investing and this blog is a collection of my thoughts on investment and trading. The articles that I share are about companies that I come across -- the articles do not tantamount to a buy or sell recommendation.

In essence, I am a value investor, scrutinizing annual reports, quarterly reports, prospectus and other sources of media on the company I am planning to invest/research in. I also use technical analysis frequently and I find that technical analysis complements my value investing approach very well. In total, I have about 8 years of investing experience. I would say I am moderately experienced in investing.

Comments

Popular posts from this blog

Zhulian Corporation Berhad (5131) -- Follow-up review (21/7/2018)

This is a follow-up review of my previous post on Zhulian back on February 2, 2018. Previously, I opined that this counter should begin to consolidate after a significant price retracement as it had been trading close to its Net Assets per share price of around RM1.30. Six months after my previous review and it seems like its share price has started to consolidate. My last post was based on the financial results of Q4 2017. The company has since released the financial results for 2 quarters. Based on its latest financial results, there seems to be some improvement in its profit after tax margin. Profit after tax in Q2 2018 was about RM12 million, was higher than Q1 2018 and Q4 2017, but generally lower than PAT in 2017, see Table 1: Quarterly Financial Results of Zhulian.  It has been reporting the same story in its quarterly reports that its decline in revenue was due to a drop in sales in its Thai business operations. Cumulatively, its financials fared much worse, see ...

Mikro MSC Berhad (0112)

Mikro MSC Berhad (0112) is a company that manufactures and sells analogue, digital and computer controlled electronic devices for the purpose of protecting, monitoring, and programming an electrical system. Its products are an integral component in any building as it helps monitor and regulate a building’s electrical system. It functions through protecting electrical equipment by isolating and tripping a circuit breaker when an electrical fault is identified and allowing unaffected areas within the electrical network to continue operating. Protective relays are found in any building, from industrial buildings, plants, office buildings to shopping complexes, and hotels; hence, the usefulness of its products. Picture 1: Mikro’s products Don’t worry if you do not have an engineering background; I am not an engineer myself. The beauty of investing is that one does not need to be an expert in that field. But a good understanding of what a company does, identifying potential growth opportu...

A Walk in the Park with Cypark Resources Berhad (5184)

Lately, I have been searching for a company which has good profit margins, a business model which is non-conventional (i.e., not manufacturing, banking, plantation, and trading in nature), and resilient to external market shocks. I hope I have found the right company! This week I will be looking at Cypark Resources Berhad (5184). Cypark is a company that is involved with the provision of environmental solutions. It has 4 main business segments which are: 1. Environmental engineering: Provision of nature conservation and environmental improvement services. 2. Landscaping and infrastructure: Provision of landscape services, project management services, and infrastructure development. 3. Maintenance: Provision of specialist maintenance works on leachate treatment plants, landscape services for parks, and maintenance of public amenities. 4. Green technology & renewable energy: Solar panel, biogas, biomass, waste-to-energy, and other renewable energy project...

Apollo Food Holdings Bhd (6432)

Is investing in Apollo Food Holdings Berhad (6432) a secure and risk-free investment? If you are not sure what Apollo Food Holdings does, you would at least have come across its products in your childhood. Do these snacks below ring a bell? Who would have thought that this company is listed on the Malaysian Stock Exchange? Based on the BCG growth share matrix, Apollo Food is categorized as a “cash cow.” Milking cash from its day-to-day operations. There has not been much excitement in its share price; it has been in a trading range of RM4.50 – RM6.00 for over 2 years. This stock will ultimately disappoint investors who are seeking growth companies with quick capital appreciation. However, those who are seeking a safe haven for their capital, or intend to protect their capital may consider this stock in their portfolio. To invest in Apollo, an investor ought to look at a longer time horizon. Hence, I will be looking at a time frame of 5 years. Chart 1: Key Financial and Investment Stat...

Home with Homeritz

Homeritz is a company that designs, manufactures and sells its own upholstery furniture. Based on its latest 2016 annual report, it does business in every continent (Americas, Europe, Africa, Middle East, and Asia Pacific) except the North and South Pole.  Chart 1: Revenue Breakdown Based on Geographical Location (Source: 2016 Annual Report) The annual report, however, does not specifically state the major countries that it sells its furniture to. I’d love to get my hands on these information. But alas, I’m not a privileged investor. Financial Analysis Chart 2: Income Statement Breakdown All per share figures are computed using Chart 2 undiluted number of shares. As of the end of June 2017, Homertiz has 514,000 outstanding warrants. (Source: Annual Reports and Quarterly Reports) Chart 2 is an extract of the income statement of Homeritz. In 2015, Embrace Industries Sdn Bhd, a subsidiary of Homeritz was fully acquired. Hence, all profits from the subsidiary now fully accrue to the ...