Amtel Holding Berhad

One of the Malaysia company that we chosen is Amtel, which is from technology
sector. Amtel Holding Berhad was listed on the Second Board of Bursa Malaysia
Securities Berhad on 26Nov 1997. Amtel s principal activities are investment holding
and the provision of management services that mainly consist of trading of electronic and
telecommunications related products, geographical information systems development ,
navigation mapping and software and related product.

The reason we bought Amtel stock is that we assume that the demand for the new
vehicle is increase as the economic is growth. This is because the continuation of the
Economic Transformation Programme Project would also contribute to growth of local
economies and help to drive greater demand for new vehicle. In addition, Malaysian
Automative Association forecasted the total industry volume for new motor vehicles to
reach 670,000 units in year 2014 .The NAP 2014 announced in January this year aim
towards enhance the national car manufacturer competitiveness and efficiency. Due to
increase the competitiveness and efficiency of motor vehicle, the demand for the new
Telematics product and service is increases. In addition, the strategy we use is that if the
price of stock increase ,we would sell out the shares. While, if the price of stock drop
more than our target ,then we also sold out the stock to minimizes our lost. As the
result ,we getting from doing investment for Amtel Holdings Berhad was sold the stock at
RM 231334.27 and receive the profit of RM 21553.41 .The return on the investment for
this stock is 0.10 .So, we are getting the right decision as we receive the profit from this
investment.
We have the financial analysis show the performance of the company before we bought
their stock. The financial analysis is show in following table

Ratio Analysis Amtel Holding Berhad 2013 2012 2011 2010 2009

Earnings per share 2.24 8.36 7.37 7.81 5.51

Current ratio 20.74 3.34 3.73 2.77 1.6

Dividend payout ratio - - - - -

Retention ratio 1.0 1.0 1.0 1.0 1.0

Return on asset 0.02 0.06 0.07 0.07 0.06

Profit margin 0.03 0.07 0.06 0.06 0.05

Equity multiplier 1.40 1.51 1.34 13 1.49

6
Total asset turnover 0.65 0.81 1.12 1.14 1.11

DuPont identity/ROE 0.03 0.10 0.09 0.09 0.08

PMH

Another company that we bought is Pan Malaysia Holdings Berhad (PMH). Pan
Malaysia Holdings Berhad is listed on the Main Market of Bursa Malaysia Securities
Berhad. PMH is a investment holding company and their principal activities are in hotel,
travel, property and investment holding. And, through its associate company, the PMH
group also involved in the stock and sharebroking and corporate advisory services,
research and fund management services, nominee and custodian services and property
and investment holding.

The reason we bought this stock is that we assume that in coming year the tourism
industry in Malaysia will grow up .This is because of there are many tourist sites in our
Malaysia. Then we believe that the share price for this company will grow up. We apply
the value investment strategy as we conduct the investment. This strategy state that we
always must have a margin of safety and buying the stock at lower price and gives us the
chance to earn a high profit as we sold the stock out. So, we buy the PMH stock at
RM0.11 per share and sell at Rm0.435 .This make us not to lose money however the
stock is not perform as what we desired. As a result, return on the investment is about
2.95 . Sowe make the investment for this stock is consider as a right decision as long as
we get the profit at the end of investment.

We have the financial analysis show the performance of the company before we bought
their stock. The financial analysis is show in following table.
Ratio Analysis PMH 2013 2012 2011 2010 2009

Earnings per share 1.11 4.23 0.15 0.35 0.64

Current ratio 13.12 5.90 5.01 3.78 6.13

Dividend payout ratio - - - - -

Retention ratio 1.0 1.0 1.0 1.0 1.0

Return on asset 0.12 0.5 0.01 0.02 0.04

Profit margin 57.15 328.34 38.40 39.30 55.14

Equity multiplier 1.42 0.82 1.25 1.30 1.38

Total asset turnover 0.14 0.15 0.08 0.12 0.13

DuPont identity/ROE 0.17 0.58 0.01 0.03 0.06

GROUP FINANCIAL HIGHLIGHTS