INDIVIDUAL ASSIGNMENT

BD32903 INVESTMENTS & PORTFOLIO ANALYSIS

INVESTMENT
PORTFOLIO REPORT
PREPARED FOR
DR. ROSLEE BIN MUHIDIN

PREPARED BY
EMEL SHERLLYIEN AININAH BINTI MOHD FAUZI
(BB22111149)
 CONTENTS
PORTFOLIO
1 INTRODUCTION 5 PERFORMANCE

INVESTMENTN OBJECTIVES &

2 STRATEGIES
6 RISK ANALYSIS

3 INDUSTRY AND COMPANY

7 CONCLUSION
ANALYSIS

4 PORTFOLIO SELECTION 8 REFERENCES

 INTRODUCTION
The purpose of this research is to discover and assess
five firms listed on the Bursa Malaysia in order to create a
stock portfolio that monitors their performance. The
financial commitment time frame was November 1, 2024,
to November 29, 2024. With an initial investment of half a
million ringgit, the portfolio was established with the goal
of analyzing investment options and maximizing profits in a
month. Among the elements included in this report are the
investment plan, selection criteria, performance evaluation,
and risk management strategy.
 INVESTMENT
OBJECTIVES &STRATEGY
OBJECTIVE STRATEGY

Choose stocks utilizing a top-down

Over the course of the 30- method from a variety of stable and
daytimeframe, maximize
high-growth industries
portfolio growth.
Distribute funds evenly among five
2. Spread out your investments
chosen stocks by employing the
across sectors to reduce risk.
phrase "Buy low & sell high."
Keep an eye on trends unique to your
industry and business to evaluate risk.
Compute the growth at the conclusion
of the investment term.
 INDUSTRY & COMPANY
ANALYSIS
Recent Development
AIR ASIA X BERHAD financial highlight
AirAsia X Berhad, a key player in the low-
Revenue developments include significant
cost carrier segment of the airline
FY2023: RM2.5 billion fleet and network expansion,
industry, operates as the long-haul arm
10 with 16 out of 18 A330 aircraft
of the AirAsia Group, focusing on
Q3 2024: RM795.0 million now operational and new routes
medium to long-haul routes in the Asia-
(23% year-on-year launched to destinations like
Pacific region. The company's selection
Nairobi and Almaty.
for investment consideration is based on increase)
the company has announced
its competitive low-cost model, strategic Net Profits
plans to merge with AirAsia
hub positioning in Kuala Lumpur, and its FY2023: RM366.5 million
under a unified brand, aiming to
target market of the growing Asian 10
streamline operations and
middle class. Q3 2024: RM121.64 strengthen market presence. The
million lifting of its PN17 status in 2023
further underscores AirAsia X's
improved financial health,
 Financial Highlights
QL RESOURCES BERHAD
for FY2024 (ended March 31,
QL Resources Berhad is a leading 2024):Revenue: RM6.65 billion
integrated agro-based business (6.6% year-on-year increase)
group headquartered in Malaysia. Profit Before Tax: RM626.53
The company operates across four million (30.3% year-on-year
main business segments: increase)
Net Profit: RM437.79 million
1. Marine Products: Deep-sea fishing, surimi production, (26.23% year-on-year increase)
fishmeal, and aquaculture. A leading surimi and halal fish-
based food manufacturer in Southeast Asia.
Recent Development
2. Integrated Livestock: Poultry farming, egg production, animal
feed manufacturing, and distribution of related products.
Expansion of the FamilyMart convenience store
3. Palm Oil and Clean Energy: Palm oil plantation management,
network, aiming for 600 stores by FY2027
milling, and renewable energy solutions.
Ongoing investment in new production capacities,
4. Convenience Stores: FamilyMart chain in Malaysia, offering
including a new surimi processing plant in Indonesia
ready-to-eat meals and convenience items. Focus on clean energy solutions and environmental
technology through its subsidiary BM Greentech
Berhad
 Rationale for Selection
KPJ HEALTHCARE 1. Market leadership: KPJ is one of the
Financial Highlights largest private healthcare providers in
Malaysia, with a strong brand reputation
Revenue and extensive hospital network.
Q3 2024: RM1.03 billion (13.89% 2. Diversified services: The company
year-on-year increase) offers a wide range of medical
KPJ Healthcare Berhad is a leading private 9M 2024: RM2.87 billion (14.52% specialties and is expanding into
healthcare provider in Malaysia with a history year-on-year increase)
related healthcare sectors like
dating back to 1981. KPJ operates in the Net Profit
senior living care and healthcare
private healthcare sector, focusing on Q3 2024: RM86.03 million (6.24%
education.
specialist hospital services. The company has year-on-year decrease)
3. Growth potential: KPJ is well-positioned
an extensive network of over 28 specialist 9M 2024: RM233.3 million (22.78% to benefit from increasing healthcare
hospitals across Malaysia, as well as year-on-year increase) demand in Malaysia and the growing
international presence in Indonesia, Thailand, medical tourism sector.

and Bangladesh. Recent Development

1. Rebranding initiative: In August 2024, KPJ launched a major rebranding exercise to

emphasize patient-centricity and support its growth strategy.
2. Expansion of services: The company is establishing Centres of Excellence across its
hospital network and focusing on innovation through its Academic Health System.
3. Technology adoption: KPJ is exploring opportunities in digital healthcare, including e-
pharmacy, wearable technology, robotics, and artificial intelligence.
 SIME DARBY PROPERTY RATIONALE FOR SELECTION
BERHAD
1. Market leadership: Sime Darby Property is one of the
largest property developers in Malaysia by land bank and
INDUSTRY CONTEXT
revenue.
2. Diversified portfolio: The company develops residential,
Sime Darby Property operates primarily in the commercial, industrial, and logistics properties across 25
property development sector, with additional business active townships and developments.
segments in property investment, asset management, 3. Strong financial performance: Sime Darby Property has
and leisure. The company has a significant presence shown robust growth and profitability in recent years.
in Malaysia and international operations in the United
Kingdom. RECENT DEVELOPMENTS
FINANCIAL HIGHLIGHT 1. Record-breaking performance: 9M FY2024 marked the company's
Revenue strongest nine-month performance to date for revenue, operating
9M FY2024: RM3.27 billion (35% year-on- profit, and sales.
year increase) 2. Sales target achievement: The company has already reached 91%
FY2023: RM3.44 billion of its revised FY2024 sales target of RM3.5 billion as of September
Net Profit 2024.
9M FY2024: RM413.8 million (50% year-
3. Industrial focus: Sime Darby Property is expanding its industrial and
on-year increase)
logistics property development, with this segment contributing 32%
FY2023: RM417.5 million
of total sales in 9M FY2024.
 IJM CORPORATION
BERHAD
RECENT DEVELOPMENTS
1. Industrial focus: Expanding into industrial and
IJM operates across multiple sectors, with a logistics property development, contributing
strong presence in construction, property 32% of total property sales in 9M FY2024.
development, manufacturing and quarrying, and 2. International expansion: Venturing into new
infrastructure concessions. The company has markets, including the United Kingdom and
operations in Malaysia and international markets Indonesia, to diversify revenue streams.
3. Innovation initiatives: Implemented a Strategic
including India, China, and the United Kingdom.
Innovation Plan to drive value creation and
sustainable growth across the Group.
RATIONALE FOR SELECTION FINANCIAL HIGHLIGHT
1. Diversified business model: IJM's "Diversified but Focused" Revenue
approach provides stability and growth opportunities across FY2024: RM5.92 billion (29.5% year-on-year increase)
various sectors. Q2 FY2025: RM1.52 billion (4.0% year-on-year
2. Strong market position: The company holds leading positions in increase)
its core businesses, particularly in construction and property Net Profit
development in Malaysia. FY2024: RM600.28 million (279.3% year-on-year
3. Growth potential: IJM is actively pursuing new growth engines, increase)
including industrial buildings, logistics, and international Q2 FY2025: RM87.79 million (21.9% year-on-year
expansions. decrease)
FINANCIAL HIGHLIGHTS FOR 5 YEARS
(2020-2024)
 PORTFOLIO SELECTION (BUY STOCK)

AirAsia X Berhad was acquired at RM1.870 per share for 320 units (total investment of
RM59,840) and QL Resources Berhad at RM4.720 per share for 340 units (total investment of
RM160,480) on November 1, 2024, marking the start of the initial investment. Following this, on
November 6, 2024, 410 units at RM1.440 per share (a total investment of RM59,040) were
purchased in Sime Darby Property Berhad. KPJ Healthcare Berhad was added to the portfolio
on November 15, 2024, with 420 units at a price of RM2.080 per share, for a total investment of
RM87,360. On November 25, 2024, the last addition was made when 450 units of IJM
Corporation Berhad were purchased at a price of RM2.940 per share, for a total investment of
RM132,300. With 1,940 units spread throughout these five businesses, the entire portfolio
represents an initial investment of RM499,020.
TOTAL INITIAL INVESTMENT NUMBER OF LOTS
 PORTFOLIO SELECTION (SELL STOCK)

As of November 29, 2024, the portfolio valuation shows a diverse selection of five stocks from
Bursa Malaysia. The portfolio includes AirAsia X Berhad with 320 lots valued at RM2.000 per
share (total RM64,000), QL Resources Berhad with 340 lots at RM4.850 per share (total
RM164,900), KPJ Healthcare Berhad comprising 420 lots at RM2.200 per share (total
RM92,400), Sime Darby Property Berhad with 410 lots priced at RM1.410 per share (total
RM57,810), and IJM Corporation Berhad with 450 lots at RM3.250 per share (total
RM146,250). The complete portfolio consists of 1,940 lots with a total market value of
RM525,360, demonstrating a balanced distribution across various sectors including aviation,
consumer goods, healthcare, property development, and construction.
PORTFOLIO PERFORMANCE

QL Resources (31%) and IJM Corporation

(28%) serve as core holdings, providing
stability through consumer staples and
infrastructure. KPJ Healthcare (18%) adds
defensive healthcare exposure, while AirAsia X
(12%) and Sime Darby Property (11%) offer
growth potential in recovery sectors. This mix
balances stable returns with growth
opportunities while diversifying sector risks.
 The profit distribution shows IJM Corporation leading
with 48% of total profits, followed by KPJ Healthcare
at 18%. AirAsia X and QL Resources each contributed
15% to profits, demonstrating balanced performance.
Only Sime Darby Property showed a loss (-4%). The
portfolio's success is evident with 96% of stocks
generating positive returns, validating the
diversification strategy.

The portfolio shows strong overall performance with

IJM Corporation leading at 37% growth, followed by
AirAsia X (25%), KPJ Healthcare (21%), and QL
Resources (10%). Only Sime Darby Property
recorded negative growth (-7%). This growth pattern
validates the diversification strategy, with
infrastructure, aviation, healthcare, and consumer
goods sectors performing well while property faced
challenges.
 RISK ANALYSIS

IDENTIFIED RISK MITIGATION

STRATEGIES

1. Market Risk: Price volatility stems from 1. Industry Diversification

macroeconomic changes, affecting the entire Portfolio spread across five different sectors (aviation,
market through interest rate fluctuations, political consumer goods, healthcare, property, and construction)
events, and global market disruptions. Reduces sector-specific risks
2. Industry-Specific Risk: Each sector faces unique Provides better stability through market cycles
challenges such as reduced construction activity, 2. Strong Fundamentals
technological changes, regulatory shifts, and Companies selected based on solid revenue growth
competitive pressures within their specific Strong market positions in respective industries
industries. Clear growth strategies and expansion plans
3. Economic Risk: Broader economic factors like 3. Balanced Allocation
inflation and rising interest rates directly impact Investments distributed to prevent overconcentration
company profitability, affecting borrowing costs Largest position at 31% (QL Resources)
and overall business performance. Smallest position at 11% (Sime Darby Property)
 CONCLUSION
This 30-day investment portfolio analysis demonstrates the successful implementation of a
strategic investment approach across five companies listed on Bursa Malaysia. The
portfolio, with an initial investment of RM499,020, grew to RM525,360, showcasing
effective diversification across aviation, consumer goods, healthcare, property, and
construction sectors. The investment strategy proved successful with four out of five
stocks generating positive returns, led by IJM Corporation's impressive 37% growth,
followed by AirAsia X (25%), KPJ Healthcare (21%), and QL Resources (10%). The
portfolio's resilience was evident in its ability to maintain overall positive performance
despite challenges in the property sector, where Sime Darby Property recorded a -7%
return. The success of the strategy was further validated through effective risk mitigation
achieved by sector diversification, focus on companies with strong fundamentals, and
balanced allocation to prevent overconcentration in any single stock. This comprehensive
approach to portfolio management demonstrated that a well-planned investment strategy
combining stable core holdings with growth opportunities can achieve positive returns
while maintaining risk management principles.
 REFERENCE
1 BursaMKTPLC: Stocks. (n.d.). [Link]

2 AAX (5238) Overview - AIRASIA X BERHAD. (n.d.). I3investor.

[Link]

3 Markets - Bloomberg. (n.d.). [Link]. [Link]

4 QL - Annual Report & CG Report - 2024. (n.d.). KLSE Screener.

[Link]

5 KPJ Healthcare - IR. (n.d.). [Link]

Annual reports. Annual Reports | Sime Darby Berhad. (n.d.).

6 [Link]

IJM (3336): Quarterly results for last 10 financial years. Bursa Malaysia (KLSE) Market Summary.
7 (n.d.). [Link]