zy hor's comment on HUMEIND. All Comments
zy hor
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https://youtu.be/Y47zaZVL4N0?si=NmU_iHmjz5q7HjjT
Debt-Free with RM529M Cash: Is Hume Cement the Ultimate Value Play? @YZFinanceMY

Hume Cement (HUMEIND) at RM2.99: Bargain or Fairly Valued? 🏗️

FY2026 was a transformative year for the Group, but the numbers require a second look. 🔍

✅ The Good: They settled ALL borrowings and are sitting on half a billion ringgit in cash. Dividends are up to 13.0 sen.
⚠️ The Challenge: Total revenue dropped to RM1,056 million as they exited the concrete segme
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Unown Unown
That mountain of cash is solid but keeping an eye on their shrinking revenue after ditching the concrete biz is the real game changer for whether this stock stays a bargain or hits a ceiling.
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Edmond Khor
That cash pile is definitely a safety net but the dropping top line makes me worry if they can actually pivot fast enough to keep the margins juicy.
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