Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
0012.KL
Strong BuyFull HouseFLAGThree-A Resources Berhad · Consumer Defensive · Malaysia · $93M · Avg Vol: $41K/d
Three-A Resources is a key player in the food input/agro-chemical space, providing a natural hedge against inflation. Recent management behavior, with insiders purchasing 0.46% of shares, suggests high confidence in the firm's role in the regional food supply chain. While the business model is solid, I need to see more evidence of pricing power passing through current cost inputs before moving to HIGH conviction.
COMPANY DESCRIPTION
Three-A Resources Berhad, an investment holding company, manufactures and sells food and beverage ingredients in Malaysia, Singapore, and internationally.
FINANCIAL SUMMARY (MYR)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 658.7M | 603.9M | 557.1M | 511.0M | -8.1% | 494.0M |
| EPS (MYR) | 0.07 | 0.09 | 0.09 | 0.09 | 6.5% | 0.10 |
| Shares | 489.0M | 489.0M | 486.0M | 486.0M | -0.6% | 486.0M |
| Debt | 20.2M | 4.9M | 3.3M | 0 | -59.8% | — |
| Equity | 420.1M | 450.6M | 477.9M | 501.7M | 6.1% | — |
| Op CF | -8.9M | 79.5M | 57.9M | 75.7M | -2.4% | 81.6M |
| Inv CF | -23.7M | -16.2M | -13.8M | -35.3M | — | — |
| Fin CF | -1.5M | -30.5M | -18.0M | -21.9M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 0012.KL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 0012.KL | Three-A Resources Berhad(you) | $93M | 100 | Strong Buy |
| 7167.KL | Able Global Berhad | $118M | 96 | Strong Buy |
| 5024.KL | Hup Seng Industries Berhad | $183M | 88 | Strong Buy |
| 2658.KL | Ajinomoto (Malaysia) Berhad | $284M | 95 | Strong Buy |
| 5318.KL | DXN Holdings Bhd. | $563M | 93 | Strong Buy |
| 0212.KL | SDS Group Berhad | $54M | 65 | Buy |
| 3026.KL | Dutch Lady Milk Industries Berhad | $499M | 75 | Buy |
| 1961.KL | IOI Corporation Berhad | $7.3B | 87 | Strong Buy |
| 5026.KL | MHC Plantations Bhd. | $91M | 99 | Strong Buy |
| 8982.KL | Cepatwawasan Group Berhad | $61M | 96 | Strong Buy |
Peer medians: ROE 9.4% · P/E 11.6x · Gross margin 30.1%