THONG GUAN INDUSTRIES BHD
KLSE (MYR): TGUAN (7034)
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Last Price
1.41
Today's Change
-0.02 (1.40%)
Day's Change
1.41 - 1.45
Trading Volume
1,063,300
Financial
Market Cap
Market Cap
570 Million
NOSH
404 Million
Latest Quarter
Latest Quarter
30-Sep-2024 [#3]
Announcement Date
20-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
28-Feb-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
-28.30% | -31.57%
T4Q Result
Revenue | NP to SH
1,295,673.000 | 67,760.000
RPS | P/RPS
320.36 Cent | 0.44
EPS | P/E | EY
16.75 Cent | 8.42 | 11.88%
DPS | DY | Payout %
5.38 Cent | 3.82% | 32.14%
NAPS | P/NAPS
2.35 | 0.60
QoQ | YoY
-9.26% | -17.7%
NP Margin | ROE
5.38% | 7.12%
F.Y. | Ann. Date
30-Sep-2024 | 20-Nov-2024
Latest Audited Result
Latest Audited Result
31-Dec-2023
Announcement Date
29-Apr-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
29-Apr-2025
Est. Ann. Due Date
29-Jun-2025
Annual (Unaudited)
Revenue | NP to SH
1,240,118.000 | 70,995.000
RPS | P/RPS
306.62 Cent | 0.46
EPS | P/E | EY
17.55 Cent | 8.03 | 12.45%
DPS | DY | Payout %
4.13 Cent | 2.93% | 23.50%
NAPS | P/NAPS
2.27 | 0.62
YoY
-29.34%
NP Margin | ROE
5.80% | 7.73%
F.Y. | Ann. Date
31-Dec-2023 | 28-Feb-2024
Annualized Result
Revenue | NP to SH
1,302,968.000 | 79,733.333
RPS | P/RPS
322.16 Cent | 0.44
EPS | P/E | EY
19.71 Cent | 7.15 | 13.98%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-11.04% | -5.13%
NP Margin | ROE
6.22% | 8.37%
F.Y. | Ann. Date
30-Sep-2024 | 20-Nov-2024
Business Process
| Trailing 4 Quarters | Trailing 8 Quarters | |||
|---|---|---|---|---|
| Available Quarters | 4 Quarters | 8 Quarters | ||
| Continuous Quarters Of Revenue Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Total Positive Profit Years | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Positive Profit | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Profit Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Adjusted EPS Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Total Dividend Years | 2 / 4 | 50.00% | 4 / 8 | 50.00% |
| Continuous Quarters Of Dividend | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Dividend Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Average ROE | 1.79% | 2.12% | ||
| Average Net Profit Margin | 5.37% | 6.03% | ||
| Last 5 Financial Years | Last 10 Financial Years | |||
|---|---|---|---|---|
| Available Years | 5 Years | 10 Years | ||
| Continuous Quarters Of Revenue Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Positive Profit Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Positive Profit | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Profit Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted EPS Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Dividend Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Dividend | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Dividend Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Average ROE | 11.41% | 10.56% | ||
| Average Net Profit Margin | 7.29% | 6.29% | ||
Key Result
| T4Q | Annualized | Annual (Unaudited) | Last 10 FY Average | Last 5 FY Average | |
|---|---|---|---|---|---|
| Revenue | 1,295,673 | 1,302,968 | 1,240,118 | 962,603 | 1,147,415 |
| NP to SH | 67,760 | 79,733 | 70,995 | 60,352 | 80,371 |
| Dividend | 21,775 | 13,337 | 16,686 | 15,060 | 19,958 |
| Adjusted EPS | 16.75 | 19.71 | 17.55 | 14.92 | 19.87 |
| Adjusted DPS | 5.38 | 3.30 | 4.13 | 3.72 | 4.93 |
NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share
All figures in '000 unless specified.
EPS & DPS's figures in Cent.
Growth
| LQ QoQ | LQ YoY | CQ YoY | LQ vs Average of T4Q | LQ vs Average of T8Q | |
|---|---|---|---|---|---|
| Revenue | 8.61% | 3.77% | 6.03% | 1.67% | 3.94% |
| NP to Owner | -28.30% | -31.57% | -5.13% | -11.53% | -20.12% |
| Dividend | 0.00% | 0.00% | 103.87% | 0.00% | 0.00% |
| Adjusted EPS | -28.30% | -31.57% | -5.13% | -11.53% | -20.12% |
| Adjusted DPS | 0.00% | 0.00% | 103.87% | 0.00% | 0.00% |
LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year
| T4Q vs LFY | T4Q vs AL5FY | T4Q vs AL10FY | AQR vs LFY | AQR vs AL5FY | AQR vs AL10FY | LFY YoY | LFY vs AL5FY | LFY vs AL10FY | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.48% | 12.92% | 34.60% | 5.07% | 13.56% | 35.36% | -10.55% | 8.08% | 28.83% |
| NP to Owner | -4.56% | -15.69% | 12.27% | 12.31% | -0.79% | 32.11% | -29.34% | -11.67% | 17.63% |
| Dividend | 30.50% | 9.11% | 44.59% | -20.07% | -33.17% | -11.44% | -28.04% | -16.39% | 10.80% |
| Adjusted EPS | -4.56% | -15.69% | 12.27% | 12.31% | -0.79% | 32.11% | -29.34% | -11.67% | 17.63% |
| Adjusted DPS | 30.50% | 9.11% | 44.59% | -20.07% | -33.17% | -11.44% | -28.04% | -16.39% | 10.80% |
T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year
Discussions
14 people like this. Showing 50 of 6,774 comments
Pinky, ITreeinvestor, newway true indeed.
most importantly F&B is the only promosing business left, cut loss sold all here
1 month ago
somemore I only buy into this company due to it's F&B business, no point to stay anymore now selfish mainholders
1 month ago
no matter how good it is one off deal. the most you can gain is the one off special dividend, provided share price sustain / didn't adjust accordingly
1 month ago
SincereStock, are u kidding? U bought into a plastic packaging company just for its F&B business?...lol
4 weeks ago
@XinXin Chan no kidding, that is it's only still promising business, plastic packaging business is sunsetting if you notice it's EPS contribution is keep on declining
3 weeks ago
f&b is just short form btw, not actually f&b, it is actually f&b containers
3 weeks ago
i could be wrong, but im in tguan due to its plastic business. Eco-packaging especially japanese market? hope the USD up recently will improve the profit
3 weeks ago
sorry i do not study very details, but if tguan valued at 600m, above offer 60m is 10% of tguan, but this business is generating 5% to the group, overall i would say is fair value... but hope can be more
3 weeks ago
I think Tguan is trying to streamline its business to get a better valuation. I guess most of F&B doesn't get a higher valuation and F&B is just a small portion of it. Looking at recent development, they are trying to copy what scientex it doing. Only Scientex get a higher valuation as property sector which is about 20x. BPplas & Tguan are in the lower 10x.
3 weeks ago
Also, with trump taking office, there will be a huge shift in ESG. He care less about environmental issues. He will pump more oil and therefore the raw material will go down. Plastic consumption will go up and with the tariff impose on Mexico, brazil and china, there will be a shift of purchasing to countries and hope this will benefit Malaysia.
3 weeks ago
Dispose earning business is not a good idea, this will cause earning less RM6,392,000 , around 10% of profit in future.
2 weeks ago
(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.
2 weeks ago
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
2 weeks ago
and the worst part is they use the cash to pay dividend rather than expansion for their own business.
1 week ago
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.
1 week ago
@Titan, the 7c declared is "not really intended" for you....it is to satisfy those "big bugs" sitting on the board!
1 week ago
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.
1 week ago
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.
1 week ago
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.....
1 week ago
let's see having scout that ESOS transaction price set at RM1.68........ ini apa sebab yeah ?
1 week ago
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Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
newway
Thong Guan Trading (Thailand) Co Ltd — contributed around 4% to 5.24% of Thong Guan’s revenue and 3.3% to 6.7% of its net profit for the past three financial years.
1 month ago