If you are having problems identifying which companies to research and invest in, you have come to the right place.

Cutting to the Crust newsletter is a comprehensive newsletter on the 4 to 5 companies from the U.S., China, Malaysia and other countries that have either performed mightily well from last week or are in the spotlight due to favourable data and trends.

This is a condensed and free version of the newsletter. Subscribe to our paid Substack to get more value for your investment analysis and the full version!

Every week, we will help you get started on researching these companies by putting down all the required facts you need to know about them.

For this week, I am changing gears to look at 5 Malaysian companies in the retail, automobile, food & beverage, petroleum and electrical and electronics industries.

I am basing this on the favourable retail sales and industrial production data that I have written previously this week.

Note that I am only identifying them for an objective analysis and is by no means, a recommendation to invest. I believe that is for you to decide. I provide the tools and analysis to get you started while you make your own decision.

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Disclaimer: I take no responsibility for your decisions. This is only for informational and educational purposes, not financial and investment advice.

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Hong Leong Industries: Sells Yamaha motorcycles

·        Financial performance is just alright

·        Profit margins have improved slightly

·        Steady dividends

·        Stable but boring outlook

·        Trading View Target Price: RM13.50 (+7%)

Farm Price: Vegetable and fruit wholesaler

·        Rapid growth in revenue and profits

·        Outlook seems fine

·        No dividends with profits ploughed back into expansion

·        Its reliance on capital for inventory is worrying

Inari Amerton: Semiconductor assembly and test services

·        Dominant market position in Southeast Asia

·        Decent financial performance

·        Lower profit margins

·        Expensive valuations and low dividend

·        Could benefit from the boom in AI stocks and iPhone orders

·        Trading View Target Price: RM3.85 (+30.6%)

KUB Malaysia: Imports, stores, bottles and distributes liquefied petroleum gas

·        Strong revenue growth/recovery

·        Declining profit margins

·        Focusing on LPG core business

·        Moderately high valuations compared to industry

Spritzer: Yes, the mineral water company, Spritzer.

·        Solid revenue and profit growth

·        Higher profit margins

·        Ok valuations

·        Low dividends

·        Trading View Target Price: RM2.91 (+13.3%)