PBA Stock Forum

As the US market took a hit, investors rotated away from growth stocks and into defensive sectors. Water utilities stood out, showing resilience in the face of economic stress.
In Malaysia, PBA Holdings (PBA) offers a similar defensive play, thanks to its monopoly in Penang’s water supply and stable, recurring revenue. Investors seeking a haven in volatile markets may find PBA an appealing option.
$American Water Works (AWK.US)$
$Essential Utilities (WTRG.US)$
$PBA (5041.MY)$
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$PBA (5041.MY)$
Is PBA.KL a good investment?
As of 2025-03-27, the Fair Value of Pba Holdings Bhd (PBA.KL) is 10.89 MYR. This value is based on the Peter Lynch's Fair Value formula. With the current market price of 2.09 MYR, the upside of Pba Holdings Bhd is 421.1%. This means that PBA.KL is a good investment.
Source: https://valueinvesting.io/PBA.KL/valuation/fair-value

$PBA (5041.MY)$
PBA presents a compelling risk-reward opportunity, underpinned by:
1. Upcoming Tariff Revisions – Key Catalyst
- The government allows water tariff adjustments every three years.
- Air Selangor is proposing a 30% hike—Penang’s water rates are much lower and could see a larger percentage increase, directly benefiting PBA’s bottom line.
- Non-domestic tariff hikes (the bulk of PBA’s revenue) are less politically sensitive, reducing execut...

$PBA (5041.MY)$
PBA Holdings Bhd (KLSE:PBA) Stock Valuation, Peer Comparison & Price Targets - Simply Wall St :
Below Fair Value: PBA (MYR2.11) is trading below our estimate of fair value (MYR5.72)

$PBA (5041.MY)$
https://www.enanyang.my/node/655918
Google translate:
The government plans to increase water tariffs NATIONWIDE from July 1, with water tariffs in Selangor, Kuala Lumpur and Putrajaya expected to increase by an average of 30%. Currently, water service operators, the National Water Services Commission (SPAN) and state governments are negotiating on the new water tariff standards.

$PBA (5041.MY)$
https://thesun.my/business-news/govt-reviewing-water-tariffs-potential-adjustments-in-some-states-fadillah-BN13781321
The government is reviewing water tariffs in the country with potential adjustments in some states, said Deputy Prime Minister Datuk Seri Fadillah Yusof.
He said proposals have been submitted, and as previously decided, reviews are conducted every three years.

$PBA (5041.MY)$ vs $RANHILL (5272.MY)$
Which water utility stock is more attractive and has more upside potential?
Which one is undervalued and safer to own?
Which one is the undiscovered gem?
PBA is the clear winner.
https://klse.i3investor.com/web/blog/detail/waterwealth/2025-03-14-story-h498680603-PBA_vs_Ranhill_which_is_more_attractive_and_more_upside

$RANHILL (5272.MY)$
Ranhill P/E 30x vs $PBA (5041.MY)$  P/E 4x.
Ranhill high net DEBT of RM693m vs PBA's high net CASH of RM260m.
Ranhill market cap RM1.5 billion vs PBA's RM629m.
Ranhill latest quarter net profit RM17.8m while PBA is 3x higher at RM53.4m.