PBA HOLDINGS BHD
KLSE (MYR): PBA (5041)
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Last Price
2.23
Today's Change
+0.02 (0.90%)
Day's Change
2.22 - 2.26
Trading Volume
217,200
Financial
Market Cap
739 Million
NOSH
331 Million
Latest Quarter
30-Sep-2024 [#3]
Announcement Date
15-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
28-Feb-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
-61.68% | -42.43%
Revenue | NP to SH
508,847.000 | 78,644.000
RPS | P/RPS
153.60 Cent | 1.45
EPS | P/E | EY
23.74 Cent | 9.39 | 10.65%
DPS | DY | Payout %
1.75 Cent | 0.78% | 7.37%
NAPS | P/NAPS
3.08 | 0.72
QoQ | YoY
-16.55% | 164.91%
NP Margin | ROE
15.46% | 7.71%
F.Y. | Ann. Date
30-Sep-2024 | 15-Nov-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
423,602.000 | 34,348.000
RPS | P/RPS
127.87 Cent | 1.74
EPS | P/E | EY
10.37 Cent | 21.51 | 4.65%
DPS | DY | Payout %
3.50 Cent | 1.57% | 33.73%
NAPS | P/NAPS
2.82 | 0.79
YoY
-30.63%
NP Margin | ROE
8.11% | 3.67%
F.Y. | Ann. Date
31-Dec-2023 | 28-Feb-2024
Revenue | NP to SH
535,190.666 | 120,976.000
RPS | P/RPS
161.56 Cent | 1.38
EPS | P/E | EY
36.52 Cent | 6.11 | 16.38%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-13.06% | 95.39%
NP Margin | ROE
22.60% | 11.87%
F.Y. | Ann. Date
30-Sep-2024 | 15-Nov-2024
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| 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.
Discussions
6 people like this. Showing 50 of 1,974 comments
GEORGE TOWN: Penang’s Light Rail Transport (LRT) dream will begin to take shape in December with a groundbreaking event, with the first station to be built in Lebuh Macallum.
Transport Minister Anthony Loke is said to have approved a date to get the 29km Mutiara Line landmark project off the ground.
The alignment starts from Penang Sentral on the mainland before crossing the channel to Lebuh Macallum.
From there, the multibillion-ringgit line will pass through Komtar, Bandar Sri Pinang, Sungai Pinang, East Jelutong, The Light, Gelugor, Jalan Universiti, Sungai Dua, Sungai Nibong, Bukit Jambul, SPICE, Jalan Tengah, the Free Industrial Zone, Free Industrial Zone South, Sungai Tiram, the Penang International Airport, Permatang Damar Laut and Silicon Island, which will serve as a depot.
A component of the Penang Transport Master Plan, the Penang LRT will have 20 stations, including two interchange stations at Komtar and Penang Sentral in Butterworth, with completion slated for 2030
2 months ago
Infrastructure development, which reduces transport costs and travel time, will boost foreign and domestic investments
So, Penang looking to attract US$115 billion (about RM492 billion) in investments by 2030 by tapping into the front end semiconductor industry can be materialize, following will be rising demand for water and electricity.
2 months ago
Cover Story: Penang’s infrastructure playing catch-up with its industrial boom
https://theedgemalaysia.com/node/728632
....The state is also working on addressing its water supply issues through the building of four water treatment plants to support growing demand. Flood mitigation is also in the works, as two major projects — the Sungai Pinang and Sungai Jawi flood mitigation initiatives — have received funding from Putrajaya.
It is indeed a busy time for the state, as upgrading infrastructure works are being undertaken to meet its present and future needs.
2 months ago
Silicon Island (Penang state gov own 30% stake), spanning more than 2,300 acres of reclaimed land off the southern coast of Penang Island, will be a new job centre, where 30% of the available development land will be turned into industrial zones; 40% for infrastructure; and the rest for housing, mixed development and commercial purposes.
“And maybe a new administrative centre as well,” he adds.
It has been reported that the first factory on Silicon Island is projected to begin construction in 2026 and expected to be operational by 2027.
Remark: Silicon Island will see the construction of the high-technology industrial park, Green Tech Park (GTP); global business services and software hub (or GBS Campus); commercial development; housing, as well as green recreational areas which are expected to generate a gross domestic product of RM1.1 trillion, investment of RM74.7 billion and 220,000 employment opportunities.
2 months ago
GEORGE TOWN: Expansion works on Penang International Airport (PIA) have begun, with the RM1.5bil project split into three packages to be completed by 2028.
https://www.thestar.com.my/news/nation/2024/10/16/rm15bil-penang-airport-upgrade-works-begin
2 months ago
PBAPP - Pembukaan Rasmi Modul Pakej 12A
https://www.youtube.com/watch?v=8-ob5I73QAs
2 months ago
Based on EPS 60sen, fair valuation PE 10x, target price RM 6, upside potential > 100%
2 months ago
GEORGE TOWN: Penang has given two thumbs up to the announcement of the implementation of the Juru- Sungai Dua Elevated Highway project presented in the 2025 Budget by Prime Minister Datuk Seri Anwar Ibrahim today.
"The Prime Minister's announcement regarding this project is highly welcomed. We hope its implementation can be expedited due to its urgent necessity," said Chief Minister Chow Kon Yeow.
The RM1.8 billion Juru-Sungai Dua Elevated Highway was one of the key projects that Penang submitted to Putrajaya.
Additionally, he expressed appreciation for the announcement of a new Urban Transformation Centre (UTC) in the Seberang Prai area, which he said would enhance the quality of public services at UTC @ Komtar
Regarding the development agenda for wakaf land by federal agencies, Chow said that the state government supported UDA Holdings Berhad's initiatives, as they aligned with requests from various parties, including NGOs, to redevelop Malay settlements and increase property holdings, particularly on the island.
Furthermore, he said the budget had announced several other federal project implementations specifically for Penang, including the raw water supply project from the Perak River for water supply in northern Perak and Penang, the Penang Light Rail Transit (LRT), the expansion of Penang International Airport (PIA) and the Batu Kawan Industrial Park 3.
All these projects are expected to contribute significantly to the state's overall development. Therefore, I hope their implementation will be expedited and adhere to the proposed timelines," he said.
On the education front, Chow said Universiti Sains Malaysia (USM) was pursuing AI semiconductors in line with Malaysia's status as a global semiconductor hub, enhancing collaborations with companies like Intel and Infineon.
2 months ago
Amphenol opens new facility in Penang
KUALA LUMPUR — Amphenol DC Electronics Malaysia Sdn Bhd, a global provider of engineering, design, and manufacturing services, has opened its new 70,000 square feet (sq ft) facility in Penang, with the potential for an additional 60,000 sq ft in the second phase.
In a statement today, the Malaysian Investment Development Authority (MIDA) said this expansion significantly increases Amphenol’s footprint in the region to over 130,000 sq ft, demonstrating its commitment to growth and innovation in Malaysia while greatly enhancing its capacity and capabilities.
MIDA chief executive officer Datuk Sikh Shamsul Ibrahim Sikh Abdul Majid said the company’s decision to establish a presence in the country underscores Malaysia’s strong reputation in the global electrical and electronics industry...
1 month ago
i guess general index not so nice so far. price was below MA50 in general index. in overall bullish still intact however still under correction as MA200 is still rising. its better to stay in cash unless plan for investment for long term period.
1 month ago
PENANG, Thursday, 7.11.2024: The Federal Government is working with the Penang State Government and PBAPP on 4 major water supply projects for Penang.
4 ADDITIONAL FEDERAL GOVERNMENT WATER PROJECTS FOR PENANG
1. 440 MLD Lahar Yooi Pump House to enable faster refilling of the Expanded Mengkuang Dam (EMD)
2. 440 MLD Dual Purpose Pipeline (EMD to Sungai Dua Canal)
3. Sungai Kerian Off-River Storage Scheme (ORSS)
4, Sungai Muda ORSS
These 4 Federal projects are additional water supply projects that should be implemented in tandem with Penang’s RM1.184 billion Water Contingency Plan 2030 (WCP 2030) and the RM4.5 billion “Perak-Penang Water Project”.
PBAPP will continue to implement the remaining 6 of the 8 WCP 2030 projects as scheduled while supporting the Federal Government’s implementation of the “Perak Penang Water Project” by 2030.
When implemented, these 4 additional Federal projects will help to ensure continuous good water supply in Penang on a 24/7/365 basis and relieve Penang’s water-stress status during this age of climate change.
1 month ago
Silicon Valley of the East’, Penang contributes to over 5% of global semiconductor sales and houses three of the global top 10 semiconductor leaders. The state also houses six of the global top 30 medical device companies and has the highest concentration of medical technology companies in Malaysia and Southeast Asia namely Abbott from the US, B Braun from Germany, Boston Scientific from the US, Smith & Nephew from the UK, as well as Canon and Hoya from Japan.
Penang just added another new medical device giant Dexcom Inc.
Dexcom opens new RM2.8bil manufacturing facility in Penang
BATU KAWAN: US-based medical device firm Dexcom Inc has officially opened its new manufacturing facility in Batu Kawan, Penang, marking its first offshore manufacturing site outside the United States.
Penang Chief Minister Chow Kon Yeow said the RM2.83bil strategic investment will bring more than 3,000 jobs to the state, contributing to a workforce set to positively impact the lives of over three million people worldwide
https://www.thestar.com.my/business/business-news/2024/11/13/dexcom-opens-new-rm28bil-manufacturing-facility-in-penang
1 month ago
The board have yet to. Deliberate dividend to be declared
Wait for higher incoming dividends in view of surging cash hoard to RM 289m now
1 month ago
It has been the company's practice, at least for the past 20 years, to declare an interim dividend in November.
With swelling cash and impending implementation of dividend tax, will the company pay more this time?
2014-10-22 19:27
Current lower quarter result mainly due to
1. Deferred tax - RM 18.5m
2. Free 10m3 water for 6 month as special subsidy to domestic customer, erode PBA profit by -RM 11m
3. Domestic consumer reduce water usage due to water traffic hike. These temporary setback in domestic will be setoff with nondometic consumption through increasingly semiconductor manufacturing activities
1 month ago
Agreed. PBA cash flow is too attractive, accumulate nearly 86sen/share.
In additional, next year onward, PBA will start recover penang government repayments RM 88.6m on staggering basis begin 2025 will further boost up PBA cash hoard.
Hence maiden special dividend is imminent, following trend like kossan and MSC to declare special dividend ahead of next year dividend tax, which will benefit Penang gov the most as majority stake holder
1 month ago
Generally, utility stock like water or power are debt laden, but have positive cash flow generated from utilities business ike YTLP, tenaga, malakroff, RANHILL. Therefore, it is rather unusual for PBA to sit on massive cash hoard and trade below NTA.
Next year dividend tax is good opportunity for PBA to rectify their financial position to better reflect utilities business model and allow Penang government to enjoy better dividend payout ahead of next year dividend tax and commencment of repayment loan RM 88.6m to PBA
1 month ago
PBA's PE at 9 and below NTA. Vs Ranhill PE at 30 and trading two times of NTA.
Assuming same logic, PBA should be trading at RM6 right now. Severely undervalued. Looking at the massive cash pile and being a cash cow, expect better dividends and revaluation.
1 month ago
No worries la...that massive tax heavily affected pba's profit..its temporary only..
1 month ago
3Q24 PBT RM42.2m +45% yoy, revenue RM139.9m +22% yoy.
Deferred tax expense is a non-cash item.
9M24 Cash flow from operations before working capital changes RM159.4m +58% yoy
Overall performance is ok.
Budget announced next year 2% dividend tax. Pay much higher dividend upfront now will be good for everyone.
Next month is already December. Savvy long-term investors focus on future annual earnings, 2025 and beyond.
1 month ago
PBA regained some foothold and now roughly back to it's original price before announcement. This tells us that market conviction for the stock did not wane and they predict water consumption usage will definitely increase in the coming years, from domestic household and mainly from factories and businesses.
1 month ago
Look like this PBA has constant profit
This Q 42 mil PBT
Last Q 58 mil PBT
Half year 100Mil PBT
1 year 200Mil PBT (-25% tax) = 150Mil PAT
It will surge after rebate of water done next year.
Market cap 1 Bil is possible
Note: This Qr have 20 Mil + Defer tax .
3 weeks ago
School holidays, Christmas season, CNY, all coming soon. Increase in water usage. Furthermore, it is wet season. Abundance of water to sell. They haven't declared any div yet. Maybe 1 soon??
3 weeks ago
Opportunity to buy? or is it Overvalued?
If PBA can announce a good dividend, then it will sure support the price.....
3 weeks ago
Penang a lot High Tech company , billion of foreign investment, so very rich!! PERAK gov, pls sell water high high price to Penang
2 weeks ago
It seems many once again misinterpreted PBA’s deferred tax expense/liability.
To provide context, in 2018, PBA reported a loss after tax due to a significant RM137.60 million deferred tax liability. However, this was a non-cash flow item, as clarified in PBA’s 2018 Annual Report (page 13):
"Please note that the recognition of the deferred tax liability is a NON-CASH FLOW item. The ACTUAL tax that is payable by PBAHB to the IRB for FY2018 is only RM1.55 million, based on a PBT of RM36.14 million offset against other tax incentives."
The relationship between unabsorbed reinvestment allowance (RA) and deferred tax liability is further detailed on page 14 of AR2018.
This pattern is consistent. In FY2023, PBA reported a deferred tax expense of RM29.7 million, but its cash flow statement showed tax paid of only RM4.726 million.
Similarly, in 3QFY2024, PBA reported a deferred tax expense of RM18.3 million, with a cumulative total of RM17.0 million for 9MFY24.
Yet, the 9M24 cash flow statement indicates income tax paid of just RM5.581 million.
Focus should be on the actual income tax payable, as deferred tax expenses are non-cash accounting entries that do not affect the company’s operational cash flow. Misinterpreting these figures risks undervaluing PBA’s true financial performance.
2 weeks ago
UTILITIES Sector Outlook - Overbought or Just Getting Started? - YTL, YTLPOWR, TENAGA, PETGAS, MALAKOF, PBA
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-12-08-story-h476427656-UTILITIES_Sector_Outlook_Overbought_or_Just_Getting_Started
2 weeks ago
PBA announces the dividend. I thought they would give something like 5c but only 2.5c. Well, better than nothing. Hope more to come.
1 week ago
Penang High Tech industry, use a lot water. Perak Hulu, poor, Perak MB, pls sell water high high to Penang
1 week ago
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