FIN4020

INVESTMENT ANALYSIS
GROUP ASSIGNMENT
SECTION 2

1. AISHAH NASIHAH MOHAMAD NAJIB 1325524

2. ALWANI BINTI NOOR SAZALI 1326170
3. ANIS SURAYA MOHAMED SAID 1321952
4. NORATIKAH BINTI ZAKARIA 1324636
5. SOFIYYAH BT ZAIHAN 1328134

INSTRUCTOR : SIR AHMAD FAWWAZ BIN MOHD NASARUDIN

INDUSTRY ANALYSIS

YEE LEE TUNE PROTECT GADANG KESM HENGYUAN REFINING

CORPORATION BHD GROUP BHD HOLDINGS BHD INDUSTRIES BHD COMPANY BERHAD
CONSUMER FINANCE CONSTRUCTION TECHNOLOGY INDUSTRIAL
PRODUCT

- SIME DARBY SYARIKAT TAKAFUL - GAMUDA BHD - LIM KIM ENG HOLDING BHD PETRON MALAYSIA
MALAYSIA - EKOVEST BHD REFINING BHD
- MHC PLANTATIONS - PACIFIC & ORIENT BHD
- BINA PURI HOLDINGS - FIAMMA HOLDINGS BHD PETROLIAM
- KULIM MALAYSIA BHD
NASIONAL BERHAD
COMPANY STRENGTH & OPPORTUNITY
YEE LEE STRENGTH: High profitability and revenue
CORPORATION BHD OPPORTUNITIES: New product and services can be introduced

TUNE PROTECT STRENGTH: high demand for airplane company : Air Asia company
GROUP BHD OPPORTUNITIES: stable stock

STRENGTH: Strong presence in the niche large-scale segment of the

GADANG HOLDINGS construction sector
BHD OPPORTUNITIES: Ventures into the renewable energy sector via greenfield
mini hydropower plant projects in Indonesia
KESM INDUSTRIES STRENGTH: The largest independent burn-in and test player in Malaysia
BHD OPPORTUNITIES :Strong growth potential in the auto electronics segment

STRENGTH: Diversification into products such as fuel cards and credit cards
HENGYUAN REFINING
OPPORTUNITIES: Emerging economies have a large and growing demand
COMPANY BHD
for fossil fuels
FIRMS ANALYSIS
COMPANY RETURN ST.DEVIATION CV BETA

A
Lowest risk
Yee Lee 0.097742721 15.15915593 1.181296063
1.481697146
Corporation Berhad

B
Lowest beta
TUNE PROTECT 0.054905552 2.075956419 37.80958983
0.008281657
GROUP BERHAD

C
GADANG HOLDINS -0.067232314 3.964371632 -58.96527119 1.589510156
BHD

D
Highest return Best CV
KESM INDUSTRIES 2.476271136 0.965548
0.286466076 8.644203768
BHD

E
HENGYUAN
-0.162828038 2.93919241 -18.0508987 0.75155871
REFINING
COMPANY BHD
 PORTFOLIO ANALYSIS
1 RETURN ON PORTFOLIO = 0.0418108
2 RISK OF PORTFOLIO = 1.432161216
3 BETA OF PORTFOLIO = 0.914714285

COVARIANCE A- Yee Lee B- Tune C- Gadang D- KESM E- Shell

A Yee Lee 0.9719 0.5753 0.9526 0.0027

B Tune 0.9719 1.1222 0.5453 0.2486
C Gadang 0.5753 1.1222 1.2907 0.9719
D- KESM 0.9526 0.5453 1.2907 0.7827
E - Shell 0.0027 0.2486 0.9719 0.7827
SIMPLE SHARP ANALYSIS

CUT OFF POINT 0.404063

SELECTED COMPANY
YEE LEE CORPORATION BHD
RECOMMENDATIONS

1 Acquire KESM share because of high return

2 Include YEE LEE CORPORATION BHD in

portfolio since it has the lowest risk

3 HENGYUAN (SHELL) and KESM should be in your

portfolio
Thank you