Bursa poultry sector boom and bust trends
Case Notes 35. Malaysian Poultry Industry: The untold story of boom, bust, and recovery! The data are meant to serve as base rates when analysing poultry and egg companies
Posts
Is PWF an investment opportunity?
Value Investing Case Study 90-1: PWF’s Growth Story: A golden egg or just chicken feed? A fundamental analysis of PWF to find the real story.
Quantitative Value Investing with the Fundamental Mapper
Fundamentals 31. The quant strategy that Warren Buffett would approve.
Valuation Library
Value Investing Case Study 89-1: In-depth valuations of companies featured in my videos.
Aumas- will it continue to benefit from gold price tailwinds?
Investing tips 11: In this video "Will Aumas Keep Soaring with Gold Prices?" we explore the business prospects of the company. Over the past decade, Aumas has transformed from an aquaculture company into a gold mining one. The Group only has about 4 years history as a gold mining company. Its performance benefited from rising gold prices. Notwithstanding this, there are several growth paths ranging from new production facilities to improving efficiencies. However, my valuation did not show any margin of safety. Refer to the Valuation Library for details of the valuation. Aumas is a compelling investment due to high gold prices, its strong balance sheet, and its expansion plans. But sustainability of profit growth remains a key risk factor. There is also no margin of safety currently. For a visual insight of the business performance and investment risk, download the Fundamental Mapper in the Xifu app here. END