BONIA CORPORATION BHD
KLSE (MYR): BONIA (9288)
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Last Price
1.50
Today's Change
-0.01 (0.66%)
Day's Change
1.48 - 1.50
Trading Volume
2,200
Financial
Market Cap
302 Million
NOSH
202 Million
Latest Quarter
30-Jun-2024 [#4]
Announcement Date
29-Aug-2024
Next Quarter
30-Sep-2024
Est. Ann. Date
30-Nov-2024
Est. Ann. Due Date
29-Nov-2024
QoQ | YoY
-33.11% | -44.38%
Revenue | NP to SH
413,665.000 | 33,814.000
RPS | P/RPS
205.22 Cent | 0.73
EPS | P/E | EY
16.78 Cent | 8.94 | 11.18%
DPS | DY | Payout %
7.98 Cent | 5.32% | 47.55%
NAPS | P/NAPS
2.17 | 0.69
QoQ | YoY
-11.72% | -38.53%
NP Margin | ROE
9.65% | 7.74%
F.Y. | Ann. Date
30-Jun-2024 | 29-Aug-2024
Latest Audited Result
30-Jun-2024
Announcement Date
30-Oct-2024
Next Audited Result
30-Jun-2025
Est. Ann. Date
30-Oct-2025
Est. Ann. Due Date
27-Dec-2025
Revenue | NP to SH
413,665.000 | 33,814.000
RPS | P/RPS
205.22 Cent | 0.73
EPS | P/E | EY
16.78 Cent | 8.94 | 11.18%
DPS | DY | Payout %
7.98 Cent | 5.32% | 47.55%
NAPS | P/NAPS
2.17 | 0.69
YoY
-38.53%
NP Margin | ROE
9.65% | 7.74%
F.Y. | Ann. Date
30-Jun-2024 | 29-Aug-2024
Revenue | NP to SH
413,665.000 | 33,814.000
RPS | P/RPS
205.22 Cent | 0.73
EPS | P/E | EY
16.78 Cent | 8.94 | 11.18%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-10.02% | -38.53%
NP Margin | ROE
9.65% | 7.74%
F.Y. | Ann. Date
30-Jun-2024 | 29-Aug-2024
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
13 people like this. Showing 50 of 2,630 comments
too many day traders and short term punters taking profit after good result
2022-08-26 09:52
Seems like gone case no more power despite good QR. Good thing I disposed off earlier with profit..
2022-09-20 10:54
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Bonia dropped from a high of RM2+ to 80 sen. My assessment then was it was undervalued. After buying in, the price went up to RM 1.20. One has a sense of elation to make 50% so quickly after purchasing. A few months later, it dropped and dropped to 40 sen. The feeling was why did I not take profit at RM 1.20.
But the counter was undervalued. During the MCO, its business suffered. However, the management was proactive. They closed down the unprofitable stores. They did some internal restructuring. The listed CRG into the leap counter. Slowly, the losses were trimmed, expenses contained.
Now it is profitable, generating healthy cash flows.
The price reached a high of RM 2.80+. It has since corrected slightly.
Those able to sell at the highest or buy at the lowest and do this repeatedly must have incredible skills. More likely, no one has this unique ability. For the smart investor, capturing the long terms gains over a long time horizon is a reasonable strategy to adopt. Selling and buying based on value.
2022-12-13 21:19
Strong bounce back from last year's low. Congrats to those who bought during the downtrend.
2023-01-16 11:10
Run first.
Govt to impose tax on luxury items such as watches, fashion products
2023-02-25 00:48
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Security LastPr PE DY% Divcts ROE ttm-marg
BONIA (Personal) 2.34 7.26 8.1 19 15.89 16.6
2023-03-30 16:20
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Price RM 2.08
Market Cap 419 m
EPS (sen) Latest FY 22.31 sen
DPS(sen) - 2022 17 sen
Latest DY (%) on 2022 DPS 8,06%
BV per share RM 1.98
P/B 1.05 x
ROE latest FY 11.30%
2023-05-16 20:25
Q3 core net profit is 18% higher than last year. Prospective PER only at 7.0x. Prospective dividend yield at 13.88% based on CIMB projection
2023-05-31 16:42
Bonia released a set of decent quarterly result for Q4 FY2023. Revenue for Q4 FY2023 dropped slightly compared to last year as Hari Raya this year came in early April 2023 so some of the festive buying was already realised in Q3 FY2023. The good thing is Bonia managed to maintain gross margin of 60% in Q4.
Operating cashflows (before working capital changes and capex) remained strong at RM71 million for FY2023. Capex was unusually high at RM48.2m in FY2023 vs RM9.7m in FY2022, as it opened 5 new boutiques and carried out rebranding effort in FY2023.
Final dividend of 2.0 sen was well expected but the special dividend of 4.0 sen fell short of market expectations, if compared to its special dividend of 12.0 sen last year. I think there are probably 2 reasons for the lower special dividend in FY2023 - 1) much higher capex incurred in FY2023, 2) the disposal of SBG is not complete yet.
Bonia has proposed to dispose off 30% stakes in SBG to its founder for RM17.6 million and this deal is expected to complete in 2H2023. I think we can look forward to a higher special dividend in FY2024 as the completion of this disposal will bring in extra 8.8 sen of cash in addition to projected operating cashflows of over 35 sen per share in FY2024.
2023-08-28 12:42
kinda feels like market is sleeping on this stock as well, capex is higher due to they are actively upgrading current stores into more "high end design". From what I see in some of the stores, the no. of customer visits looks good and also the business model is able to smoothly pass the cost of labour etc down to customer as like any other luxury brands. I did expect a special dividend of at least 6cents (excluding the normal dividend) but the end announcement is abit below expectation, maybe because the management wanna keep some money to expand their business. The future outlook of this remains very good
2023-08-28 16:34
Ya the outlook is good with expandable business model. I was just concerned with the big capex incurred in FY2023, and am not sure of its capex plan for FY2024 and beyond.
I hope the big capex spent on upgrading existing stores in FY2023 has helped the company to maintain the gross margin of 60% and the capex spent on new stores will provide revenue growth into FY2024.
2023-08-28 17:15
Bonia just won an arbitration case against an individual for their JV in Vietnam. Bonia will be getting RM21.47 million of compensation from this case.
Coupled with the proceeds of RM17 million from disposal of 30% stake in Sembonia, Bonia will have total RM38 million of extra cash proceeds in FY2024, which pave the way for a bumpy special dividend of at least 10 sen.
2023-09-06 09:46
Again in Budget 2024 announcement last Friday, there was no detail as to how the proposed luxury good tax will be implemented, when it will start and above what price threshold the luxury goods will be taxed.
The only new info available is that the new luxury good tax shall be 5% to 10% to be imposed on luxury watches, jewellery and fashion items.
As most of Bonia products (handbags, watches, clothes etc) are priced below RM1,000 each, I do not expect the luxury good tax will be imposed on many Bonia products. Even if some products get taxed, I think Bonia will be able to adsorb or pass on the 5% or 10% tax, or re-priced the products, or introduce more products not subject to the new tax. Overall, I do not expect Bonia sales will be impacted much.
Still looking forward to good sales in coming Q2FY2024 and bumpy dividend for FY2024
2023-10-16 14:18
like all luxury brand, the rise in cost can be easily pass to customers. current economic environment favours cash rich company with low debt. Easy buy when it is this low
2023-10-20 13:46
nice price to accumulate more, hopefully once market sentiment improves, will be reflected on the stock price
2023-10-27 10:08
Yes @Cryptolover, this is very attractive price to accumulate for long term investment.
Strong operating cashflows of over 30 sen per share every year can support dividend payouts of at least 9 sen to 15 sen a year, giving potential yields of 5% to 9%
2023-10-27 11:33
Bonia Q1 FY2024 result is not too bad with core net profit close to RM9 million excluding extraordinary items. As expected, an interim dividend of 2.0 sen is declared.
The topline remains resilient while profit drops more substantially due to higher salary costs and operating expenses. With a gross profit margin of close to 60% and EBITDA margin close to 25%, Bonia should be able to ride through the inflationary pressure, I believe.
Looking towards a bumpy final dividend come June 2024
2023-12-01 09:49
Q1 is historical weaker period for Bonia, but even so its top line and bottom line are growing past pre Covid levels, most importantly margins are growing
really good sign.. once the consumer sentiment gets better, this company gonna easily break the previous year result with 4 times epf handout, im really bullish about this one
2023-12-04 23:13
bought a few at 1.74 after watching this review video
https://www.youtube.com/watch?v=NmZhpEBSmHE
2024-03-26 10:59
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
CRG
CRG announced a very good last 1H results. Its half yearly earnings, when annualised, exceeded the earnings of Bonia. CRG was a company within Bonia before it was listed in LEAP separately.
Sadly, this company maybe taken private by the major shareholder.
Taking this company out of Bonia, listing it separately and now making an offer to acquire all its to take it private, this does not look good for the owners of Bonia. How is the management's interest aligned with those of the shareholders of Bonia or CRG?
2 months ago
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dragon328
Another record quarterly profit of RM21.9 million for 4QFY2022, more than 10x higher than last year.
Full year operating cashflows were super strong at over RM75 million or 37 sen per share, hence supporting super high dividend payout of total 19.0 sen for FY2022.
2022-08-25 22:11