HOMERIZ (KLSE 5160) - Part II

One thing i missed out from the previous analysis is how competitive is HOMERIZ in the industry.

Here is a comparison chart that i used to compare with some competitors that i think are the direct competitor that is making money and might pose challenge to HOMERIZ. Comparing the profit margin, HOMERIZ is the highest among them.

Also comparing the ROE, HOMERIZ is the highest among them, with a ROE of 35%, which is far more higher compare to LIIHEN 15.8% and SHH 7.14%.

If you look into the PE, you might say that they are almost comparable at least for SHH which is 4.5. However if you look into the past data, you will see that LIIHEN & SHH net income suddenly shoot up, and it is still a doubt whether it will sustain.

Also i can't find any details on LIIHEN & SHH target market, so i'm not really sure whether the company going to continue growing. However with HOMERIZ that target on international market, i believe it will continue to grow with positive grow from America market.

With all the above factors, i believe that HOMERIZ is competitive enough and able to sustain in the industry.