Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
5000.KL
Strong BuyUnloved QualityFLAGHume Cement Industries Berhad · Basic Materials · Malaysia · $527M · Avg Vol: $127K/d
Hume Cement is benefiting from regional infrastructure demand, bolstered by an 8.6% forward-EPS consensus upgrade. While the cement sector is typically cyclical, the local supply chain dynamics in Malaysia offer some insulation. It is a potential beneficiary of localized infrastructure spend, but we lack sufficient long-term visibility to label it a 'tenbagger' compounder.
COMPANY DESCRIPTION
Hume Cement Industries Berhad is a prominent manufacturer and distributor of cement and cement-related products in Malaysia. As a significant player in the domestic market, the company benefits from established distribution networks and the capacity to serve large-scale infrastructure and construction projects. Part of the Hong Leong Group, Hume Cement maintains a competitive edge through economies of scale and operational efficiency.
FINANCIAL SUMMARY (MYR)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 726.5M | 1.0B | 1.2B | 1.1B | 15.3% | 1.1B | 1.2B | 1.3B | 5.1% |
| EPS (MYR) | 0.01 | 0.12 | 0.36 | 0.31 | 267.8% | 0.60 | 0.18 | 0.19 | -14.7% |
| Shares | 503.6M | 503.6M | 725.5M | 721.6M | +43.3% | 721.5M | — | — | — |
| Debt | 627.7M | 519.3M | 306.1M | 148.2M | -38.2% | — | — | — | — |
| Equity | 368.0M | 428.8M | 584.9M | 727.9M | 25.5% | — | — | — | — |
| Op CF | 15.4M | 115.9M | 363.5M | 356.3M | 185.0% | 396.9M | — | — | — |
| Inv CF | -14.7M | -19.1M | -33.0M | -138.0M | — | — | — | — | — |
| Fin CF | 13.1M | -109.5M | -273.4M | -241.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 5000.KL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 5000.KL | Hume Cement Industries Berhad(you) | $527M | 99 | Strong Buy |
| 3794.KL | Malayan Cement Berhad | $2.3B | 90 | Strong Buy |
| STCM.L | Steppe Cement Ltd. | $64M | 99 | Strong Buy |
| 7162.KL | Astino Berhad | $57M | 99 | Strong Buy |
| 8117.KL | PGF Capital Berhad | $88M | 80 | Buy |
| 6378.KL | BEDI Berhad | $115M | 69 | Buy |
| 0379.KL | PMW International Berhad | $54M | 84 | Strong Buy |
| 2852.KL | Cahya Mata Sarawak Berhad | $266M | 51 | Hold |
| 8435.KL | Concrete Engineering Products Berhad | $73M | 61 | Hold |
| 5273.KL | Chin Hin Group Berhad | $1.8B | 38 | Hold |
Peer medians: ROE 7.7% · P/E 12.3x · Gross margin 18.3%