Bermaz Auto (BAUTO MK)
Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E
Malaysia
Hidden champions of Malaysia
Top 25 companies of Malaysia. Estimated reading time: 40 minutes.
Johor's property market is heating up
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins
Pentamaster International (1665 HK)
The operating company in the Pentamaster group at 6.1x P/E
Hartalega update (HART MK)
Getting close to an ASP bottom. Estimated reading time: 15 minutes.
Velesto Energy (VEB MK)
Forgotten Malaysian offshore drilling rig operator trading below peer multiples
United Plantations 2022 update
An update to the April 2021 report on United Plantations. Estimated reading time 19 mins.
BAT Malaysia (ROTH MK)
British American Tobacco Malaysia (ROTH MK) is Malaysia’s largest tobacco company, selling cigarettes under the Dunhill, Rothmans, Pall Mall and Peter Stuyvesant brand names. The company is a Malaysia-listed subsidiary of UK-listed tobacco giant British American Tobacco. The predecessor of the company was founded in 1912. The current corporate