HUME CEMENT INDUSTRIES BERHAD

KLSE (MYR): HUMEIND (5000)

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Last Price

3.60

Today's Change

+0.04 (1.12%)

Day's Change

3.53 - 3.63

Trading Volume

1,355,200

Financial

Show?
Last 10 FY Result
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Revenue 1,252,417 1,202,540 1,014,281 726,530 604,641 585,390 636,569 645,003 662,739 603,302 472,772 40,546 42.97%
PBT 296,413 268,798 73,588 4,958 -29,368 -55,356 -113,071 -66,763 25,501 62,849 69,381 -6,053 -
Tax -71,809 -59,751 -13,554 -1,840 2,008 9,452 14,927 11,893 -6,785 -14,099 -17,383 608 -
NP 224,604 209,047 60,034 3,118 -27,360 -45,904 -98,144 -54,870 18,716 48,750 51,998 -5,445 -
-
NP to SH 224,604 209,047 60,034 3,118 -27,360 -45,904 -98,144 -54,870 18,716 48,750 51,998 -5,445 -
-
Tax Rate 24.23% 22.23% 18.42% 37.11% - - - - 26.61% 22.43% 25.05% - -
Total Cost 1,027,813 993,493 954,247 723,412 632,001 631,294 734,713 699,873 644,023 554,552 420,774 45,991 40.03%
-
Net Worth 581,968 581,968 424,972 366,576 365,585 397,736 428,024 388,065 445,557 435,975 402,438 18,034 42.03%
Dividend
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Div 66,749 47,761 - - - - - - 9,581 14,372 14,372 - -
Div Payout % 29.72% 22.85% - - - - - - 51.20% 29.48% 27.64% - -
Equity
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Net Worth 581,968 581,968 424,972 366,576 365,585 397,736 428,024 388,065 445,557 435,975 402,438 18,034 42.03%
NOSH 628,099 628,099 509,865 503,627 500,968 497,284 491,882 479,093 479,093 479,093 479,093 62,187 26.31%
Ratio Analysis
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
NP Margin 17.93% 17.38% 5.92% 0.43% -4.52% -7.84% -15.42% -8.51% 2.82% 8.08% 11.00% -13.43% -
ROE 38.59% 35.92% 14.13% 0.85% -7.48% -11.54% -22.93% -14.14% 4.20% 11.18% 12.92% -30.19% -
Per Share
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
RPS 200.14 192.17 200.48 144.68 120.73 117.74 132.36 134.63 138.33 125.93 98.68 65.20 13.28%
EPS 39.92 33.41 11.91 0.62 -5.48 -9.28 -20.26 -11.45 3.91 10.18 15.17 -8.75 -
DPS 10.67 7.63 0.00 0.00 0.00 0.00 0.00 0.00 2.00 3.00 3.00 0.00 -
NAPS 0.93 0.93 0.84 0.73 0.73 0.80 0.89 0.81 0.93 0.91 0.84 0.29 12.53%
Adjusted Per Share Value based on latest NOSH - 628,099
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
RPS 172.63 165.76 139.81 100.14 83.34 80.69 87.74 88.91 91.35 83.16 65.17 5.59 42.97%
EPS 30.96 28.81 8.28 0.43 -3.77 -6.33 -13.53 -7.56 2.58 6.72 7.17 -0.75 -
DPS 9.20 6.58 0.00 0.00 0.00 0.00 0.00 0.00 1.32 1.98 1.98 0.00 -
NAPS 0.8022 0.8022 0.5858 0.5053 0.5039 0.5482 0.59 0.5349 0.6142 0.6009 0.5547 0.0249 42.00%
Price Multiplier on Financial Quarter End Date
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Date 29/03/24 29/03/24 30/06/23 30/06/22 30/06/21 30/06/20 28/06/19 29/06/18 30/06/17 30/06/16 30/06/15 30/06/14 -
Price 2.60 2.60 1.66 0.96 1.07 1.08 1.06 1.08 2.28 3.10 3.79 2.41 -
P/RPS 1.30 1.35 0.83 0.66 0.89 0.92 0.80 0.80 1.65 2.46 3.84 3.70 -15.29%
P/EPS 7.24 7.78 13.99 154.61 -19.59 -11.70 -5.19 -9.43 58.36 30.47 34.92 -27.52 -
EY 13.80 12.85 7.15 0.65 -5.11 -8.55 -19.25 -10.60 1.71 3.28 2.86 -3.63 -
DY 4.10 2.94 0.00 0.00 0.00 0.00 0.00 0.00 0.88 0.97 0.79 0.00 -
P/NAPS 2.80 2.80 1.98 1.32 1.47 1.35 1.19 1.33 2.45 3.41 4.51 8.31 -14.72%
Price Multiplier on Announcement Date
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Date 15/05/24 15/05/24 24/08/23 23/08/22 15/09/21 25/08/20 27/08/19 29/08/18 24/08/17 17/08/16 27/08/15 27/08/14 -
Price 3.22 3.22 1.91 0.925 1.13 0.805 1.06 0.98 2.25 3.36 3.23 4.32 -
P/RPS 1.61 1.68 0.95 0.64 0.94 0.68 0.80 0.73 1.63 2.67 3.27 6.63 -19.40%
P/EPS 8.97 9.64 16.10 148.97 -20.68 -8.72 -5.19 -8.56 57.60 33.02 29.76 -49.34 -
EY 11.15 10.37 6.21 0.67 -4.83 -11.47 -19.25 -11.69 1.74 3.03 3.36 -2.03 -
DY 3.31 2.37 0.00 0.00 0.00 0.00 0.00 0.00 0.89 0.89 0.93 0.00 -
P/NAPS 3.46 3.46 2.27 1.27 1.55 1.01 1.19 1.21 2.42 3.69 3.85 14.90 -18.85%

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
6 people like this. Showing 50 of 746 comments

Uniholder

Fire up to 2.25 ushering new year can ah ? 🔥🔥😁

2023-12-21 21:15

wahidul

ON FIRE 🔥

2023-12-29 10:16

cheoky

cement 2024 theme?

2024-01-03 12:23

YieldYieldExpert

I think cement theme almost over alr la, last year alr run so much

2024-01-04 03:29

wahidul

cement to prosper in 2024,as construction projects are being roll out

2024-01-04 10:42

Uniholder

☺️☺️☺️

2024-01-04 18:03

YieldYieldExpert

@wahidul, seems like macam yes wor, but don't you think the share price rally last year alr factor in some of the positive news?

2024-01-09 12:39

wahidul

@YieldYieldExpert,what you think abt today’s rocket 🚀😀

2024-01-10 16:50

nokia3310

Construction and building material materials will be the theme to play in 2024.. don’t miss the ride.. jump in now or never

2024-01-10 20:00

wahidul

all in lor,it’s NOW OR NEVER

2024-01-10 21:00

bzeew

Nice 👍

2024-01-10 22:41

ks5S

SPECIAL DIVIDEND COMING

2024-01-12 09:10

troy88

With so much development in coming years, cement business will prosper for quite some time. Mce and Hume still got much more room for growth..

2024-01-12 09:37

YieldYieldExpert

wow still slowly going up, how high it can reach?

2024-01-16 08:26

Yielda

new high, seems like big infra project really bring up demand of cement

2024-01-18 09:44

nokia3310

guys.. now or never.. it is the construction related theme to rock this year and I believe the Humeind will be the "chosen one".. TP 5.4

2024-01-18 09:50

troy88

As I said, cement business will continue to prosper for some time..

2024-01-18 09:50

nokia3310

Focus on this stock... Dragon year "ong" construction related sector....

2024-01-23 09:07

nokia3310

It is never to late to enter..

2024-01-23 09:45

nokia3310

The journey to the north has just begun...

2024-01-23 09:47

Yielda

omg rm3 otw

2024-01-23 09:49

troy88

Should easily RM3+ a matter of time..

2024-01-23 09:53

wallstreetrookieNEW

Are you sure troy88? Your call has been pretty accurate so far but I think the rally is running out of steam

2024-01-24 11:18

nokia3310

Now.. or never...

2024-01-26 14:23

denialC

Closing 52weeks high at 2.93

2024-02-14 17:34

Skyliew1919

Any one knows monthly cement price average?

2024-02-15 18:01

nokia3310

Record results!!

2024-02-21 09:13

nokia3310

and very little retailer in the stock... so sky is the limit!

2024-02-21 09:16

denialC

Good QR results & break RM3.00

2024-02-21 16:12

denialC

Today closed at 5 years high RM3.09

2024-02-21 22:08

denialC

Today trend like wash the weak holder!

2024-02-22 19:45

cheoky

cement 2024 superbull theme

2024-02-26 22:10

cheoky

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=226904&name=EA_FR_ATTACHMENTS

2024-02-26 22:14

pang72

MCEMENT T4Q Result: ( EPS: 27.39, P/E: 17.96 ) price at $4.92
HUME T4Q Result: ( EPS: 27.86, P/E: 9.08 ) so, I am waiting HUME at $4.92 with pe18...
OK!!

2 months ago

pang72

$2.75 up 19c

2 months ago

troy88

Congrats to holders. ATH.

1 month ago

OTB

Using 4 rolling quarters, the EPS of Mcement and Humeind is 27.34 sen and 27.85 sen respectively.
In term of fair valuation, I believe EPS of Humeind is still better than Mcement.
CIMB gives a target price of Mcement at 6.80, using the same method of calculation, the fair target price of Humeind should be 6.93.
The current share price of Humeind is 3.12, there is a potential gain of 122%.

Cement stock will perform very well in the next 2 to 3 years due to MRT, LRT, ECRL, other infrastructure projects and data centers construction.

Good luck.
Thank you.

1 month ago

KeepLearning

Superb result

1 month ago

KeepLearning

MCEMENT PE 20 , HUME PE 9?
MCEMENT profit margin 10% , HUME profit margin 19.6%
It doesn't make sense

1 month ago

OTB

HLIB can recommend Mcement, but cannot recommend Humeind.
CGS recommended Mcement the target at 6.80, but did not recommend Humeind.
So far no investment bank recommends Humeind, hence Humeind cannot perform.
I also agreed that Humeind is really undervalued.

Need to wait for Mcement result to be released, then may be Humeind can perform.
Good luck.
Thank you.

1 month ago

OTB

Humeind will continue to break a new high because the earning of Humeind is better than Mcement in term of EPS.
The share price Humeind is chasing the share price of Mcement which is far ... far ... ahead.

Good luck.
Thank you.
----------------------------
Using 4 rolling quarters, the EPS of Mcement and Humeind is 27.34 sen and 27.85 sen respectively.
In term of fair valuation, I believe EPS of Humeind is still better than Mcement.
CIMB gives a target price of Mcement at 6.80, using the same method of calculation, the fair target price of Humeind should be 6.93.
The current share price of Humeind is 3.12, there is a potential gain of 122%.

Cement stock will perform very well in the next 2 to 3 years due to MRT, LRT, ECRL, other infrastructure projects and data centers construction.

Good luck.
Thank you.

1 month ago

denialC

Base on current price PE still below 10, hope few week time will break 4.++

1 month ago

troy88

I already said couple months ago RM3+ no problem.

1 month ago

Volz4321

Probably will fly towards RM 5

1 month ago

fattycat

Humeind has better eps than mcement now .

1 month ago

KeepLearning

HUMEIND deserves higher PE than MCEMENT

1 month ago

troy88

Still underrated despite stellar earnings for the past few QRs and positive outlook..

1 month ago

OTB

The Q3 2024 result of Humeind released is considered as very good if compared to Mcement.

HLIB can recommend Mcement, but cannot recommend Humeind (sister company).

CGS recommended Mcement, the target at 6.80, but did not recommend Humeind.

RHB recommended MCement, the target price at 7.15, but did not recommend Humeind.

So far no investment bank recommends Humeind, hence the share price of Humeind cannot perform.
I also agreed that Humeind is really undervalued.

The present share price at 3.40 is still considered as a cheap share if compared against Mcement.

Good luck.
Thank you.

1 month ago

raymondroy

Comparing with mcement is good due to similar business lines, but to note that share price is reflective of future earnings and potential and not purely current earnings, therefore has to be seen with a pinch of salt. Hong Leong Group has its own version of high PER company as well for example MPI, with current PER of 90!!! Therefore this share price is cheap is not fully true....

1 month ago

KeepLearning

undervalue

3 weeks ago

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