THONG GUAN INDUSTRIES BHD

KLSE (MYR): TGUAN (7034)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

1.50

Today's Change

+0.01 (0.67%)

Day's Change

1.46 - 1.51

Trading Volume

940,400

Financial

Show?
Last 10 FY Result
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Revenue 1,302,968 1,295,673 1,240,118 1,386,325 1,214,983 960,581 935,072 861,615 832,151 742,868 712,090 740,227 5.89%
PBT 102,090 90,345 91,402 125,789 125,233 100,158 75,930 53,646 52,182 68,144 43,172 18,819 19.18%
Tax -21,093 -20,608 -19,478 -23,593 -27,097 -19,645 -12,049 -8,343 -6,898 -10,716 -3,493 -421 53.07%
NP 80,997 69,737 71,924 102,196 98,136 80,513 63,881 45,303 45,284 57,428 39,679 18,398 16.34%
-
NP to SH 79,733 67,760 70,995 100,478 92,968 75,525 61,891 45,369 44,460 55,854 38,504 17,483 16.83%
-
Tax Rate 20.66% 22.81% 21.31% 18.76% 21.64% 19.61% 15.87% 15.55% 13.22% 15.73% 8.09% 2.24% -
Total Cost 1,221,970 1,225,936 1,168,194 1,284,129 1,116,847 880,068 871,191 816,312 786,867 685,440 672,411 721,829 5.49%
-
Net Worth 952,299 952,299 918,751 811,637 727,386 641,080 498,934 496,074 442,425 389,673 389,248 341,914 11.60%
Dividend
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Div 13,337 21,775 16,686 23,189 21,055 24,511 14,346 10,902 10,200 12,881 9,468 7,364 9.50%
Div Payout % 16.73% 32.14% 23.50% 23.08% 22.65% 32.46% 23.18% 24.03% 22.94% 23.06% 24.59% 42.12% -
Equity
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Net Worth 952,299 952,299 918,751 811,637 727,386 641,080 498,934 496,074 442,425 389,673 389,248 341,914 11.60%
NOSH 404,445 404,445 398,242 393,277 387,133 380,784 184,710 136,284 135,262 107,347 105,202 105,204 15.93%
Ratio Analysis
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
NP Margin 6.22% 5.38% 5.80% 7.37% 8.08% 8.38% 6.83% 5.26% 5.44% 7.73% 5.57% 2.49% -
ROE 8.37% 7.12% 7.73% 12.38% 12.78% 11.78% 12.40% 9.15% 10.05% 14.33% 9.89% 5.11% -
Per Share
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 325.64 323.82 315.85 358.69 317.36 254.72 586.61 632.22 652.67 692.02 676.88 703.61 -8.51%
EPS 19.93 16.93 18.08 26.00 24.28 20.03 38.83 33.29 34.87 52.03 36.60 16.62 0.93%
DPS 3.33 5.50 4.25 6.00 5.50 6.50 9.00 8.00 8.00 12.00 9.00 7.00 -5.39%
NAPS 2.38 2.38 2.34 2.10 1.90 1.70 3.13 3.64 3.47 3.63 3.70 3.25 -3.58%
Adjusted Per Share Value based on latest NOSH - 404,445
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 322.16 320.36 306.62 342.77 300.41 237.51 231.20 213.04 205.75 183.68 176.07 183.02 5.89%
EPS 19.71 16.75 17.55 24.84 22.99 18.67 15.30 11.22 10.99 13.81 9.52 4.32 16.84%
DPS 3.30 5.38 4.13 5.73 5.21 6.06 3.55 2.70 2.52 3.19 2.34 1.82 9.52%
NAPS 2.3546 2.3546 2.2716 2.0068 1.7985 1.5851 1.2336 1.2266 1.0939 0.9635 0.9624 0.8454 11.60%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 30/09/24 30/09/24 29/12/23 30/12/22 31/12/21 31/12/20 31/12/19 31/12/18 29/12/17 30/12/16 31/12/15 31/12/14 -
Price 1.57 1.57 1.88 2.36 2.80 2.53 3.37 2.20 4.23 4.23 3.15 1.87 -
P/RPS 0.48 0.48 0.60 0.66 0.88 0.99 0.57 0.35 0.65 0.61 0.47 0.27 9.27%
P/EPS 7.88 9.27 10.40 9.08 11.53 12.63 8.68 6.61 12.13 8.13 8.61 11.25 -0.86%
EY 12.69 10.79 9.62 11.02 8.67 7.92 11.52 15.13 8.24 12.30 11.62 8.89 0.88%
DY 2.12 3.50 2.26 2.54 1.96 2.57 2.67 3.64 1.89 2.84 2.86 3.74 -5.43%
P/NAPS 0.66 0.66 0.80 1.12 1.47 1.49 1.08 0.60 1.22 1.17 0.85 0.58 3.63%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 20/11/24 20/11/24 28/02/24 28/02/23 28/02/22 25/02/21 26/02/20 27/02/19 27/02/18 27/02/17 25/02/16 27/02/15 -
Price 1.52 1.52 1.90 2.30 2.40 2.27 4.11 2.38 3.62 4.76 2.98 2.22 -
P/RPS 0.47 0.47 0.60 0.64 0.76 0.89 0.70 0.38 0.55 0.69 0.44 0.32 7.22%
P/EPS 7.63 8.98 10.51 8.85 9.88 11.33 10.59 7.15 10.38 9.15 8.14 13.36 -2.62%
EY 13.11 11.14 9.52 11.30 10.12 8.82 9.45 13.99 9.63 10.93 12.28 7.49 2.69%
DY 2.19 3.62 2.24 2.61 2.29 2.86 2.19 3.36 2.21 2.52 3.02 3.15 -3.71%
P/NAPS 0.64 0.64 0.81 1.10 1.26 1.34 1.31 0.65 1.04 1.31 0.81 0.68 1.96%

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
14 people like this. Showing 50 of 6,787 comments

katara

buy

1 month ago

PuaQW91

Thong Guan plans to pay 7 sen special dividend after RM60m F&B sale 😯

4 weeks ago

ITreeinvestor

Dispose earning business is not a good idea, this will cause earning less RM6,392,000 , around 10% of profit in future.

3 weeks ago

ITreeinvestor

(ii) Loss of potential future income from STGT Group

With the Proposed Disposal, TGIB will be disposing STGT Group and STGT Group will
cease to be subsidiaries of TGIB upon completion of the Proposed Disposal. TGIB
Group will no longer be able to recognise the share of results of STGT Group and
receive any future dividend income which may be declared and paid on the Sale Shares
by STGT.

3 weeks ago

yfchong

I have join the crowd

3 weeks ago

yfchong

Ang san let tguan be great yeah

3 weeks ago

PuaQW91

What is Ang san? 🤔

3 weeks ago

yfchong

Mr. Ang

3 weeks ago

yfchong

Let's make this is the bottom w formation.
Drive
2 bil sales order by 2027.
2 premiums forming line in luck start.(let's report 1 of the line in fine adjustment.) Start rolling out cash yeah.
How about sciencetex PE must check check yeah

3 weeks ago

ChekHupCoffee

Any bad news? Why keep dropping?

3 weeks ago

ITreeinvestor

selling golden goose which contribute to profit 6mil a year.

3 weeks ago

ITreeinvestor

and the worst part is they use the cash to pay dividend rather than expansion for their own business.

3 weeks ago

PuaQW91

They did expand into property business

3 weeks ago

jeffrey1166

cheap now

3 weeks ago

yfchong

relax take five,
2 bil yeah

3 weeks ago

gladiator

BP Plastics pay better dividend, strong support.

3 weeks ago

yfchong

sudah reach double bottom ?

3 weeks ago

Pinky

BPPLAS better, I gave up on TGUAN

2 weeks ago

gladiator

Tguan what happen?? Everyday drop?

2 weeks ago

ChekHupCoffee

Trump tariff?

2 weeks ago

yfchong

Double bottom fails to be created, next pitch liao

2 weeks ago

lloydlim

Downtrend towards 1.00? Possible?

2 weeks ago

Lee Ying Yee

why drop ? 1.esos not stop 2. oversea fund sell . 3.director sleeps ??

2 weeks ago

Titan

Like this the 7c dividend given also no use le.....give u 7c........share loose 70c.
What is Tguan management doing? Penny wise pound foolish? Maybe they are not the same company as they used to be.

2 weeks ago

LossAversion

@Titan, the 7c declared is "not really intended" for you....it is to satisfy those "big bugs" sitting on the board!

2 weeks ago

Titan

huh?...not distribute to all Tguan shareholder?

2 weeks ago

Lee Ying Yee

invest now??

2 weeks ago

xcu843

Why share price keep dropping? Share price will cause market cap to be reduced. Now already less than 600 mils. They want to separate out F&B ,about 10% of market cap, 60 mils. If share price go lower and lower by next year, F&B will cause below far away from 60 mils. Then this Ang family will buy cheaper price, less than 60mils. Maybe 50 mils only. This all control by them.

2 weeks ago

ITreeinvestor

This is the best strategy of how to make fortune from listing company.

Start a new business, if the business fail (like 2018 restaurant) , keep inside the company, all the share holders bite the bullet.

If the new business is growing, Ang family bought over and the money pay from them cash back from dividend.

2 weeks ago

PuaQW91

New low today ... Chip in a bit 🙂

2 weeks ago

Pinky

I've been screaming "value trap" since dunno when...

2 weeks ago

alan26334

it is good to split out F&B business as no room for future growth due to competitive of this business, many competitors are around now for coffee and tea.....

2 weeks ago

yfchong

let's see Mr. Ang can bring us to next level yeah. (Rising level lar )

2 weeks ago

jeffrey1166

coming can fly

2 weeks ago

jeffrey1166

coming can fly

2 weeks ago

yfchong

let's see having scout that ESOS transaction price set at RM1.68........ ini apa sebab yeah ?

2 weeks ago

PuaQW91

sebab they wanted to push the price up 😁

1 week ago

xcu843

Ha…ha…ha, super lousy company drop to 1.39. This is profitable company but share price hit super low. What wrong with this company?

1 week ago

ITreeinvestor

future earning will drop due to dispose earning business

1 week ago

xcu843

Ya. F&B is about 10% revenue overall but share price already drop since 2 nearly 30%. Look like over react.

1 week ago

Maxpowar

The share price never recovered since 5th August when the drop wasn’t even related to the company..

1 week ago

xcu843

I remember that time got one fund(Prudential PLC) keep on sell its shares until 15 oct. After that then follow by disposal of f&b news to press down share price again. I think this was what Ang family wanted to achieve.

1 week ago

Maxpowar

In all honesty the management can’t do much in terms of their share price direction. If they did that would manipulation and liable for legal consequences. They technically can share buy back, but that might not be the best decision at this moment. There’s only so much minor shareholders can do, either hold or sell.

1 week ago

ITreeinvestor

Beside disposing earning business, higher minimum wages and proposed EPF contribution for foreign workers also will impact coming quarters earning as Tguan is heavily rely on foreign workers

1 week ago

Maxpowar

Tguan foreigner workers take up approx 5-10% of workforce only

1 week ago

Maxpowar

All their workers pay grade are above min wage, so it’ll not affect them.

1 week ago

jeffrey1166

so far ok

1 week ago

yfchong

Now all the concepts & strategies already factored-in .. let keep the ball rolling yeah

6 days ago

Phoebe

https://www.thestar.com.my/business/business-news/2024/12/26/tnb-announces-14-hike-in-base-electricity-tariff-from-2025-2027

4 days ago

PuaQW91

Dnt worry, heard that Tguan had installed solar panel in their factories

4 days ago

Post a Comment