MCE HOLDINGS BERHAD

KLSE (MYR): MCEHLDG (7004)

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Last Price

1.50

Today's Change

-0.01 (0.66%)

Day's Change

1.48 - 1.51

Trading Volume

94,400

Financial

Show?
Last 10 FY Result
AQR T4Q 31/07/24 31/07/23 31/07/22 31/07/21 31/07/20 31/07/19 31/07/18 31/07/17 31/07/16 31/07/15 CAGR
Revenue 165,688 155,800 155,664 154,889 105,823 84,825 74,812 69,231 62,540 80,165 76,901 90,028 6.26%
PBT 26,092 21,635 21,565 19,741 8,817 -761 -5,780 -6,358 -2,098 1,968 -2,536 -229 -
Tax -6,784 -5,786 -5,667 -4,348 -775 -74 -8 -453 191 -717 344 -896 22.72%
NP 19,308 15,849 15,898 15,393 8,042 -835 -5,788 -6,811 -1,907 1,251 -2,192 -1,125 -
-
NP to SH 19,380 15,924 15,955 15,393 8,042 -835 -5,788 -6,811 -1,907 1,251 -2,288 -1,074 -
-
Tax Rate 26.00% 26.74% 26.28% 22.03% 8.79% - - - - 36.43% - - -
Total Cost 146,380 139,951 139,766 139,496 97,781 85,660 80,600 76,042 64,447 78,914 79,093 91,153 4.85%
-
Net Worth 133,064 133,064 130,031 117,781 95,229 78,430 77,042 82,833 89,640 91,549 90,954 93,721 3.70%
Dividend
AQR T4Q 31/07/24 31/07/23 31/07/22 31/07/21 31/07/20 31/07/19 31/07/18 31/07/17 31/07/16 31/07/15 CAGR
Div - 3,088 3,706 3,397 - - - - - 666 - - -
Div Payout % - 19.40% 23.23% 22.07% - - - - - 53.24% - - -
Equity
AQR T4Q 31/07/24 31/07/23 31/07/22 31/07/21 31/07/20 31/07/19 31/07/18 31/07/17 31/07/16 31/07/15 CAGR
Net Worth 133,064 133,064 130,031 117,781 95,229 78,430 77,042 82,833 89,640 91,549 90,954 93,721 3.70%
NOSH 123,596 123,596 123,557 61,778 56,162 48,845 44,405 44,405 44,405 44,405 44,405 44,405 12.03%
Ratio Analysis
AQR T4Q 31/07/24 31/07/23 31/07/22 31/07/21 31/07/20 31/07/19 31/07/18 31/07/17 31/07/16 31/07/15 CAGR
NP Margin 11.65% 10.17% 10.21% 9.94% 7.60% -0.98% -7.74% -9.84% -3.05% 1.56% -2.85% -1.25% -
ROE 14.56% 11.97% 12.27% 13.07% 8.44% -1.06% -7.51% -8.22% -2.13% 1.37% -2.52% -1.15% -
Per Share
AQR T4Q 31/07/24 31/07/23 31/07/22 31/07/21 31/07/20 31/07/19 31/07/18 31/07/17 31/07/16 31/07/15 CAGR
RPS 134.06 126.05 125.99 250.72 188.42 173.66 168.48 155.91 140.84 180.53 173.18 202.74 -5.14%
EPS 15.68 12.88 16.31 26.31 14.60 -1.71 -13.03 -15.34 -4.29 2.82 -5.15 -2.42 -
DPS 0.00 2.50 3.00 5.50 0.00 0.00 0.00 0.00 0.00 1.50 0.00 0.00 -
NAPS 1.0766 1.0766 1.0524 1.9065 1.6956 1.6057 1.735 1.8654 2.0187 2.0617 2.0483 2.1106 -7.43%
Adjusted Per Share Value based on latest NOSH - 123,596
AQR T4Q 31/07/24 31/07/23 31/07/22 31/07/21 31/07/20 31/07/19 31/07/18 31/07/17 31/07/16 31/07/15 CAGR
RPS 121.88 114.61 114.51 113.94 77.84 62.40 55.03 50.93 46.01 58.97 56.57 66.23 6.26%
EPS 14.26 11.71 11.74 11.32 5.92 -0.61 -4.26 -5.01 -1.40 0.92 -1.68 -0.79 -
DPS 0.00 2.27 2.73 2.50 0.00 0.00 0.00 0.00 0.00 0.49 0.00 0.00 -
NAPS 0.9788 0.9788 0.9565 0.8664 0.7005 0.5769 0.5667 0.6093 0.6594 0.6735 0.6691 0.6894 3.70%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/07/24 31/07/23 31/07/22 31/07/21 31/07/20 31/07/19 31/07/18 31/07/17 31/07/16 31/07/15 CAGR
Date 30/10/24 30/10/24 31/07/24 31/07/23 29/07/22 30/07/21 30/07/20 31/07/19 31/07/18 31/07/17 29/07/16 31/07/15 -
Price 1.60 1.60 1.73 1.87 1.00 1.33 0.50 0.625 0.755 0.80 0.755 1.09 -
P/RPS 1.19 1.27 1.37 0.75 0.53 0.77 0.30 0.40 0.54 0.44 0.44 0.54 10.88%
P/EPS 10.20 12.42 13.40 7.51 6.98 -77.80 -3.84 -4.07 -17.58 28.40 -14.65 -45.07 -
EY 9.80 8.05 7.46 13.32 14.32 -1.29 -26.07 -24.54 -5.69 3.52 -6.82 -2.22 -
DY 0.00 1.56 1.73 2.94 0.00 0.00 0.00 0.00 0.00 1.87 0.00 0.00 -
P/NAPS 1.49 1.49 1.64 0.98 0.59 0.83 0.29 0.34 0.37 0.39 0.37 0.52 13.59%
Price Multiplier on Announcement Date
AQR T4Q 31/07/24 31/07/23 31/07/22 31/07/21 31/07/20 31/07/19 31/07/18 31/07/17 31/07/16 31/07/15 CAGR
Date 18/12/24 18/12/24 25/09/24 27/09/23 27/09/22 27/09/21 29/09/20 30/09/19 24/09/18 28/09/17 28/09/16 29/09/15 -
Price 1.52 1.52 1.64 1.87 0.98 1.60 1.20 0.55 0.78 0.80 0.72 0.95 -
P/RPS 1.13 1.21 1.30 0.75 0.52 0.92 0.71 0.35 0.55 0.44 0.42 0.47 11.95%
P/EPS 9.69 11.80 12.70 7.51 6.84 -93.60 -9.21 -3.59 -18.16 28.40 -13.97 -39.28 -
EY 10.32 8.48 7.87 13.32 14.61 -1.07 -10.86 -27.89 -5.51 3.52 -7.16 -2.55 -
DY 0.00 1.64 1.83 2.94 0.00 0.00 0.00 0.00 0.00 1.87 0.00 0.00 -
P/NAPS 1.41 1.41 1.56 0.98 0.58 1.00 0.69 0.29 0.39 0.39 0.35 0.45 14.79%

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 570 comments

SMInvest

Battery Next: EVs to use silicon, solid state for next-generation batteries
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-evs-to-use-silicon-solid-state-for-next-generation-batteries-75864189

2023-07-25 13:24

SMInvest

Silicon Metal Market: Growing Demand for Electronic Devices and Solar Panels to Drive Growth
https://www.linkedin.com/pulse/silicon-metal-market-growing-demand-electronic-devices-melissa-keskar

2023-07-25 13:24

Stead

When is the EGM?

2023-12-05 16:02

roger3210

21/1/2023, Bonus share + bonus warrant coming, and probably strong QR, refer to APM QR which is another car part supplier

2023-12-06 11:32

Kongsirezekidq

Happy EGM everyone!

2023-12-20 20:23

troy88

Now only this cunning operator wanna push up like mad after a poor last QR. Was toying with bilis for many months..

2023-12-21 09:16

faruqie

all is good except no one wanna talk about mce

2023-12-21 22:22

value_seeker

Master?

2023-12-28 10:34

klee

1 for 1 bonus sure push to max,after x lagi push...

2023-12-28 12:07

value_seeker

Still can up a lot or can not buy?

2023-12-28 13:22

klee

hahaha tunggu apa...lagi tunggu lagi lebih mahal

2023-12-28 15:08

klee

small float easy to mark up.....lets go 3.5

2023-12-28 15:28

klee

lets go 3.5

2024-01-02 12:31

investor77

Adj price after bonus and warrants is 1.33. So if buy at 3.20, will end up 2 shares, 1 warrant. Warrant value is- estd 50cents, +10% premium. Correct me if wrong

2024-01-05 15:57

stncws

fake bull market.

2024-01-05 16:03

investor77

MCE supplier to P2. Bezza and Alza, waiting list more than 6 months. Good potential for its warrants as it is going to be cheap compared to Mother at estd 55 cents compared to 1.33

2024-01-05 16:51

value_seeker

investor77, how do come up witg ex price 1.33?

2024-01-05 17:15

hakubasnow

---------------------------------------------
Adjusting shares price for Bonus Issue
---------------------------------------------

(3.08 x 1 existing shares) / 2 [ 1 existing shares + 1 bonus ]

3.08/2 = 1.54

Free Warrant = 1 warrant for 2 existing shares
ex-date = 11/01/24

----------------------------------------------------
Adjusting shares price for Bonus Issue for Warrants
----------------------------------------------------

TX = Theoretical Ex-Price (RM)
P, Cum Price = Closing Price (RM) on last cum date
X = Bonus Warrant (unit)
Y = Holding of existing share (unit)
EP = Exercise Price of Warrant

TX = ( P × Y ) + ( X × EP )
_______________________
Y + X


TX = ( 1.65 × 2 ) + ( 1 × 0.80)
_______________________
2 + 1

TX = 3.30 + 0.80
____________
3

TX = 4.10/3 = 1.36

Reference price for warrant = 1.36 - 0.80 = 0.56

2024-01-08 09:30

durian1

Is the price going to fall further today below 1.69?

2024-01-08 10:14

hakubasnow

@durian1 : I don't think there will be any heavy selling, at least until the ex-date for the warrants which is on 11/01/24. If you sell now you won't be entitled to the warrants knowing that the warrants price is more than 50 sent than the exercise price (0.80)

2024-01-08 10:33

Cakes Moon

Buy!

2024-01-08 13:06

mf

target rm2.40

2024-01-08 14:45

investor77

Adj px after bonus warrant at 1.70 is 4.20/3 is 1.40. So Warrant px is estd at 1.40 -80 is 60 cents. Your original cost is 3.40 for 2 000 shares. Now it is 2 x 1.40 + 60, back to your original cost of RM3.40. But, since Co warrants has long maturity of 5 years, it normally trades at 10% premium . So on listing may touch 0.66 cents. My 2 cents opinion.

2024-01-08 16:30

investorbat

warrant is cheap,if trading at 30% premium around 0.90

2024-01-19 09:11

klee

sapu wa

2024-01-22 10:04

Lpkoh

LU today?

2024-01-22 11:27

Huat 888

RM1.88 otw

2024-01-23 21:07

wallstreetrookieNEW

EEV the next growth engine: One of NAP 2020’s objectives was to develop an NxGV tech ecosystem to make Malaysia a regional hub for the production of such vehicles. In this regards, the fast-growing EV segment is gaining its popularity due to various government incentives and more affordable prices. MCE is tapping into the EV space – it holds a Manufacture License and World Manufacturer Identifier (WMI) code to assemble e- motorcycles locally. It has also won a contract to produce the low frequency (LF) antennas for electric motorcycles’ smart key systems in Indonesia.

2024-01-24 11:18

klee

Tambah kaw2 wa

2024-01-24 12:10

klee

mom at 1.53 n wa at 91 sen means this stock has made a new high...more to come

2024-01-24 12:34

investorbat

mom at 1.52,at 30% premium wa should trade at 1.10,wa trying to catch up the premium

2024-01-24 14:54

klee

sailang wa

2024-01-26 10:41

klee

huat ah

2024-01-31 09:21

klee

https://theedgemalaysia.com/node/699244

2024-01-31 19:17

troy88

Still bullish. WA should challenge ATH again soon..

2024-02-05 10:46

klee

Good,here still quiet unlike kopitiam.Lol.

2024-02-08 14:05

mf

target 2.18

2024-02-08 16:18

klee

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/9%E5%B0%8F%E8%80%8C%E7%BE%8E%E8%82%A1%E9%A1%B9%E4%BB%8A%E5%B9%B4%E7%88%86%E5%8F%91%E5%BC%8F%E5%A2%9E%E9%95%BF

2024-02-12 15:22

khatulistiwa8

came here to check out the forum.. discussion seems to have died off. share price also has lost some steam recently.. though still very good from where it started off not too long ago. today got some good news on the sectors.. which shld benefit MCE.
1) Proton records sales of 11,025 units in April, higher by 17.1% y-o-y
https://theedgemalaysia.com/node/710413
2) Perodua eyes 79% jump in exports this year as it introduces more models in Brunei
https://theedgemalaysia.com/node/710504
so ... there's still leg to the rally? building base now? i guess only time will tell.

2024-05-06 23:09

kritikos

read the news! Creador aka Brahmal is now a substantial shareholder in MCE.. hosei liao. he must know sth good in the company's future. i just hope there are more news and coverage on the stock so ikan bilis like us can have better information.

2024-05-09 22:56

icecube

how things have turned... i still remember some some 2+years back, MCE was trading at 6-8x PE while Betamek was at 13-15x. Beta was in favour then. Fast forward, today, Beta is out of favour due to political reasons.. now trading at single digit PE, while it's MCE turn to fly high.. trading at teens PE.. and brahmal is now a substantial shareholder. Goes to show every dog has its day.

2024-05-11 16:41

eugenewong794

Which is why I avoid politically linked stocks or companies that rely on gov contracts to be profitable, even if it's flying or great business, cos 1 bad announcement and the share will dump

2024-05-11 22:15

cashflowman

Poor coming Q3 results ?

2024-06-25 11:57

eugenewong794

Okay QR. not bad not great either, if purely look at profits (which is what most retailers do) its dissapointing, but if u dig deeper, the 9MFY24 ocf is ady 30m vs fy2023 ocf 20m, fcf also 9mfy24 7.4m vs fy23 5.2m. Remember creador wouldnt have invested in the counter if it wasnt good

2024-06-28 21:28

cashflowman

Hopefully with Dr Lee appointment cross border business will expand faster.

2024-06-30 15:46

SMInvest

hold tight

2024-07-01 00:20

zzprozaz

Post removed.Why?

2024-07-10 08:40

SMInvest

MCE Holdings bags RM19.6 mil contract to supply parts for Perodua’s first EV


19 Jul 2024, 07:28 pm


KUALA LUMPUR: Automotive parts manufacturer MCE Holdings Bhd (KL:MCEHLDG) said it has clinched a RM19.6 million contract to supply electronic and mechatronic components for Perusahaan Otomobil Kedua Sdn Bhd's (Perodua) first electric vehicle (EV).

The components include multimedia display unit, instrument panel cluster, advanced driver assistance system, functional switches and interior lightings, said MCE in a bourse filing.

The three-year contract, it said, will commence in the second quarter of the group’s next financial year ending July 31, 2026.

The project is expected to contribute positively to the earnings of the MCE Group over a 36-month period commencing from the financial year ending July 31, 2026, whilst the estimated total investment cost is RM12.78 million.

“MCE is proud to support Perodua in this significant milestone of launching a national EV, and we are grateful to Perodua for their trust and confidence in us,” said MCE group managing director Dr Goh Kar Chun in a statement.

“This achievement is a testament that we can penetrate the EV market, which holds immense potential, and we are optimistic about further opportunities ahead. Moving forward, we will continue to scale the value chain to deliver higher value and technologically sophisticated products to our clients,” he said.

MCE is an original equipment manufacturer specialising in the full spectrum of design, manufacture and supply of automotive electronics and mechatronic parts for the Malaysian and regional markets, with plants in Johor Bahru and Port Klang.

2024-07-20 11:33

Lee Ying Yee

all pp kill the mother share ??

1 month ago

cheehong66

Hello… tomorrow 18/12.. anyone attend the AGM..???

5 days ago

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