Thong Guan Industries Berhad (7034.KL) has a MoatMap StockRank of 99/100 based on Quality (56/100), Value (81/100), and Momentum (64/100) factor scores. The current signal is STRONG BUY. Thong Guan Industries Berhad, a plastic packaging manufacturer, faces significant headwinds from the 'Geopolitical Commodity Surge' due to its heavy reliance on petrochemicals derived from oil and gas. Rising energy and commodity prices will directly increase its primary input costs, compressing margins unless it possesses exceptional, unproven pricing power. While aspects of 'Resilient Supply Chains' or 'Cautious Consumer' might offer minor tailwinds (e.g., local supply for private labels), these are dwarfed by the direct negative impact on input costs, and the business model itself typically lacks the 'quality compounder' characteristics (asset-light, high ROIC, un-copyable moat) preferred by the fund.
Thong Guan Industries Berhad is a leading manufacturer of plastic packaging products, including stretch films and garbage bags, for industrial and consumer markets. It maintains a strong market position through its extensive product portfolio, advanced manufacturing capabilities, and focus on high-performance and eco-friendly packaging. Thong Guan is a major regional player in the plastic packaging industry, recognized for innovation in sustainable solutions.
| Price | $0.41 |
| Market Cap | $153M |
| P/E (TTM) | 9.75 |
| P/E (Forward) | 8.17 |
| Price/Book | 0.66 |
| Return on Equity | 6.3% |
| Return on Invested Capital | 8.3% |
| Debt/Equity | 18.97 |
| Gross Margin | 14.4% |
| Operating Margin | 6.1% |
| Revenue Growth | -5.4% |
| Dividend Yield | 4.1% |
| Free Cash Flow | $7M |
Thong Guan Industries Berhad operates in the Packaging & Containers industry, part of the Consumer Cyclical sector (Malaysia).