Cash-Rich, Defensive and High-Yielding: Making Industrial Hoses for the World
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Show Notes
Wellcall Holdings Bhd Executive Director Alex Chew discusses:
- Business outline - products - target sectors;
- Clients: weighting - spread - over-reliance;
- CAGR - demand growth;
- Geography of clients;
- Utilisation rates;
- Volatility of rubber and raw material costs;
- Outlook natural and synthetic rubber prices;
- How mitigate high rubber prices;
- Raising prices - quantum of increases - outlook for further raises;
- Hedging;
- Risk of global slowdown: Middle East and Asia make up around 40% of total revenues;
- Implications of falling USD vs MYR;
- Basis / explanation of how currency translation is computed;
- Optimism of business as being "in a resilient sector";
- Outlook -- expectations for production expansion;
- Extent of expansion and influence on future dividend payments;
- Earnings growth;
- Institutional shareholdings;
- Research coverage;
- Corporate exercises.
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