KLSE (MYR): MSC (5916)
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Last Price
2.40
Today's Change
+0.05 (2.13%)
Day's Change
2.33 - 2.40
Trading Volume
53,700
Market Cap
1,008 Million
NOSH
420 Million
Latest Quarter
30-Jun-2024 [#2]
Announcement Date
02-Aug-2024
Next Quarter
30-Sep-2024
Est. Ann. Date
17-Nov-2024
Est. Ann. Due Date
29-Nov-2024
QoQ | YoY
-8.31% | -41.23%
Revenue | NP to SH
1,541,924.000 | 56,146.000
RPS | P/RPS
367.12 Cent | 0.65
EPS | P/E | EY
13.37 Cent | 17.95 | 5.57%
DPS | DY | Payout %
7.07 Cent | 2.95% | 52.89%
NAPS | P/NAPS
1.82 | 1.32
QoQ | YoY
-17.28% | -3.9%
NP Margin | ROE
4.39% | 7.35%
F.Y. | Ann. Date
30-Jun-2024 | 02-Aug-2024
Latest Audited Result
31-Dec-2023
Announcement Date
30-Apr-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
30-Apr-2025
Est. Ann. Due Date
29-Jun-2025
Revenue | NP to SH
1,435,725.000 | 85,051.000
RPS | P/RPS
341.84 Cent | 0.70
EPS | P/E | EY
20.30 Cent | 11.85 | 8.44%
DPS | DY | Payout %
14.00 Cent | 5.83% | 69.13%
NAPS | P/NAPS
1.80 | 1.33
YoY
-13.53%
NP Margin | ROE
6.77% | 11.25%
F.Y. | Ann. Date
31-Dec-2023 | 15-Feb-2024
Revenue | NP to SH
1,546,540.000 | 69,908.000
RPS | P/RPS
368.22 Cent | 0.65
EPS | P/E | EY
16.60 Cent | 14.42 | 6.94%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-4.16% | -45.26%
NP Margin | ROE
5.18% | 9.15%
F.Y. | Ann. Date
30-Jun-2024 | 02-Aug-2024
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.
Looks like MSC stock price is following Tin's price very closely 😏. Malacca Securities report mentioned that we are in a commodity upcycle , that should be positive for MSC. Also the US$ is in a gradual spiral downwards with Powell signalling US rate cuts looming in the horizon , and since commodity prices move inversely to the US$ movements, tin is poised for better days ahead. Stay tuned for more exciting updates as we keep an eagle eye for fund flows out of the US mkts to the deeply undervalued Emerging Mkt space.
1 month ago
Tin is a damn volatile commodity. If not good at trading this commodity then better stay out
1 month ago
ASP used for coming Qr should be around USD 32k, compare to previous Qr USD 26k.
additional USD 6k, Qr result on Aug, should be quite solid
1 month ago
Affin Hwang came out with a note saying earnings will come in between 20-25 mil for 2Q24. They maintain their Sell recommendation with an unchanged target price of $2.30. They think the mining side will do well but the smelter side will not as their tolling operations will be impacted by the export ban/constraints of tin from Myanmar and Indonesia.
1 month ago
MSC today closes lobang formed at $2.20 (08/03/2024) and $2.22 (11/03/2024) just when it started to blast off ahead of 1st Q 2024 earnings !!
1 month ago
this might be a good chance to pick up. When everyone is bearish , is it time to be bullish.
1 month ago
Con Call held this morning was generally positive with a stronger 2nd half ahead. Smelting ops back to normal after the rebricking exercise mid May to mid July , which shut down the furnace. Supply shortage of 3rd party ore for smelting also saw some easing. Smelting profits should rebound strongly in 2Half 2024. Tin prices sholud remain strong as demand outstrips supply globally.
3 weeks ago
What about the few thousand tons of intermediates stock? Can’t smelting process them?
3 weeks ago
Smelting of intermediates going on. There was a deduction of 12 mil in 2Q results under Eliminations/Adjustments which will be added back in 3Q.
3 weeks ago
seems like tin price is slowly climbing back to 35k, MSC should have better q ahead since done rebricking earlier
3 weeks ago
Profit for 3Q2023 was only 12 mil. This is a low hanging fruit for MSC to gobble up !! 4Q2023 profit was even lower at 9 mil , so the next 6 months should see some sustained buying interest as these numbers will be easily overcome with better results hopefully at several multiples times the 3Q and 4Q 2023 numbers.
2 weeks ago
It was from mid May to I think mid July. They acquired 2 rotary furnaces to take over the smelting of intermediates when the main furnace was undergoing rebricking. The problem is that one of the 2 also broke down , hence the lower amount of smelted products. They have now acquired a 3rd Rotary furnace as a back up to the backup. Hopefully, in future the Rotary furnaces can seamlessly continue the smelting work when the main furnace is under maintenance. I think they are also trying to reduce the time taken to rebrick by sourcing for new materials. This should address the once a year rebricking issue.
2 weeks ago
Thanks greenminer. Look like the state of the art furnace not efficient. Down time 3 months, quite difficult to make good profit for smelting division.
2 weeks ago
CEO Datuk Yong's recent purchases clearly signal strong prospects ahead for MSC , starting with a resurging 3Q2024.
1 week ago
GreenMinerMSC
If it clears 3.47 recent high , will head to close the gap at 3.89
2 months ago