Jamie Leong

  • Following

    0

  • Followers

    1


Fame: 79
No Bio yet.

Joined Jun 2023

Comments

MSB Global Group Berhad – Poised for Growth with EV Entry and Brand Expansion
(Target Price: RM0.26)

MSB Global Group Berhad is a Malaysian company with over 20 years of experience in the automotive aftermarket, specialising in the distribution of auto parts, lubricants, and related products. With six proprietary brands and exclusive distribution rights for GSP (a China-listed auto parts manufacturer), MSB services over 1,000 wholesalers, retailers, and service centres across Malaysia.

In FY2023, MSB posted revenue of RM63.9 million, driven by its core segments: aftermarket parts (RM42.6 million) and lubricants (RM19.7 million). Its net profit stood at RM8.3 million with a healthy net margin of 12.9% and ROE of 23%, outperforming peers. The group has over 3,000 SKUs in parts and 200 in lubricants, distributed through traditional networks and e-commerce platforms such as TikTok and Shopee.

Post-IPO, MSB aims to accelerate growth by constructing a new 80,000 sq ft factory to produce lubricants in-house, with an annual capacity of 8.55 million litres. It will also launch a proprietary EV charger in 2Q25, tapping into Malaysia’s electrification drive. IPO proceeds of RM26.6 million will fund capacity expansion, product development, and debt repayment.

Valuation & TP:
MSB’s IPO price is RM0.20. Based on a projected FY26 EPS of 1.78 sen and a fair PE multiple of 14.5x, we assign a Target Price of RM0.26, representing a 30% upside.

With its strong brand portfolio, digital distribution strength, and EV entry, MSB is well-positioned for sustainable growth.
1 day · translate
We certainly can anticipate another record-breaking financial year from MBRIGHT
1 week · translate
Now got new CEO, no longer Ah Thai
1 week · translate
Bad market conditions are a good opportunity to buy stocks
3 weeks · translate
Q2 results have been released, with revenue reaching RM62.9 million, a record high! Mbright will soar tomorrow
1 month · translate
There will be a new scheme to solar farm projects in Malaysia. Sounds like a plus for Mbright

https://www.nst.com.my/news/nation/2025/01/1163730/new-scheme-boost-solar-farm-projects-malaysia-says-rafizi
1 month · translate
等业绩出吧。现在担心这么多也没用
1 month · translate
Don't worry, I surely can wait one because using free cash to invest
2 months · translate
Load more