Hong Leong Industries Berhad (3301.KL)

Hong Leong Industries Berhad (3301.KL) — VMCI valuation read

3301.KL screens at VMCI 68/100, a 18-point gap above the Consumer Cyclical sector median (50). For a mid-cap Hong Leong Industries Berhad share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.

3301.KL has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: 3301.KL trades at 26.0x earnings, 44% above the Consumer Cyclical median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Consumer Cyclical group. Quality: ROIC of 12.0% sits 2.0pp above the Consumer Cyclical median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 0.3x leaves covenant headroom, which sets the rate-cycle exposure for Hong Leong Industries Berhad.

3301.KL rose 2.8% over the trailing 7 days, with a +2.1% read on a 30-day basis.