The global markets have been quite volatile with some retracement since President Trump announcement on protectionist tariffs. On top of that, Malaysia is facing GE14 in the next 2 months. With a series of unpredictable events, we are looking at Poh Kong currently at RM0.54 sens.
The good news is some of the substantial shareholders has been acquiring recently and loading up more position in the counter. This include some of funds which usually focus only on strong value counters.
Our initial valuation for will be RM0.65 based on the back of 6.5 EPS at 10x PER. This is our prudent estimation without taking into account of the full year growth. For those who likes a solid management, boring but fundamental business with a strong assets and track record, can consider Poh Kong.
Food for thought:
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