View Future GrowthAssociated Oxygen 過去の業績過去 基準チェック /06Associated Oxygenの過去数年間の業績に関するデータが不十分です。主要情報n/a収益成長率n/aEPS成長率Chemicals 業界の成長6.09%収益成長率n/a株主資本利益率n/aネット・マージンn/a前回の決算情報31 Mar 2023最近の業績更新お知らせ • Dec 29Associated Oxygen Limited to Report Q4, 2023 Results on Jan 04, 2024Associated Oxygen Limited announced that they will report Q4, 2023 results on Jan 04, 2024Reported Earnings • Jun 02Third quarter 2023 earnings released: EPS: ৳0.52 (vs ৳0.46 in 3Q 2022)Third quarter 2023 results: EPS: ৳0.52 (up from ৳0.46 in 3Q 2022). Revenue: ৳150.1m (up 8.5% from 3Q 2022). Net income: ৳56.8m (up 12% from 3Q 2022). Profit margin: 38% (up from 37% in 3Q 2022). The increase in margin was driven by higher revenue.お知らせ • May 23Associated Oxygen Limited to Report Q3, 2023 Results on May 25, 2023Associated Oxygen Limited announced that they will report Q3, 2023 results on May 25, 2023Reported Earnings • Dec 15First quarter 2023 earnings released: EPS: ৳0.41 (vs ৳0.46 in 1Q 2022)First quarter 2023 results: EPS: ৳0.41 (down from ৳0.46 in 1Q 2022). Revenue: ৳120.5m (down 14% from 1Q 2022). Net income: ৳45.3m (down 10.0% from 1Q 2022). Profit margin: 38% (up from 36% in 1Q 2022). The increase in margin was driven by lower expenses.Reported Earnings • Feb 09Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.45 (down from ৳0.51 in 2Q 2021). Revenue: ৳134.7m (down 7.0% from 2Q 2021). Net income: ৳45.8m (down 17% from 2Q 2021). Profit margin: 34% (down from 38% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates.Reported Earnings • Nov 26First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.49 (down from ৳0.50 in 1Q 2021). Revenue: ৳140.3m (up 9.5% from 1Q 2021). Net income: ৳50.3m (up 16% from 1Q 2021). Profit margin: 36% (up from 34% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.すべての更新を表示Recent updatesNew Risk • Sep 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bangladeshi stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Share price has been highly volatile over the past 3 months (8.9% average weekly change). Revenue has declined by 10% over the past year. Minor Risks Revenue is less than US$5m (৳500m revenue, or US$4.2m). Market cap is less than US$100m (৳1.69b market cap, or US$14.1m).Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ৳16.90, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 30x in the Chemicals industry in Bangladesh. Total loss to shareholders of 68% over the past three years.New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Revenue has declined by 10% over the past year. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.2m). Market cap is less than US$100m (৳1.98b market cap, or US$16.8m).Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ৳20.50, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total loss to shareholders of 53% over the past three years.New Risk • Jun 01New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended March 2023. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Revenue has declined by 10% over the past year. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.3m). Market cap is less than US$100m (৳2.11b market cap, or US$18.0m).New Risk • Mar 31New major risk - Revenue and earnings growthRevenue has declined by 10% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 10% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Share price has been volatile over the past 3 months (7.7% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.5m). Market cap is less than US$100m (৳2.69b market cap, or US$24.4m).New Risk • Mar 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Share price has been volatile over the past 3 months (7.5% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.6m). Market cap is less than US$100m (৳3.18b market cap, or US$29.0m).Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ৳30.50, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 31x in the Chemicals industry in Bangladesh. Total loss to shareholders of 23% over the past three years.Upcoming Dividend • Jan 21Upcoming dividend of ৳0.10 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 January 2024. Payment date: 19 March 2024. Trailing yield: 2.7%. Lower than top quartile of Bangladeshi dividend payers (3.3%). Higher than average of industry peers (2.1%).お知らせ • Jan 09+ 1 more updateAssociated Oxygen Limited, Annual General Meeting, Feb 18, 2024Associated Oxygen Limited, Annual General Meeting, Feb 18, 2024, at 15:00 Bangladesh Standard Time.お知らせ • Dec 29Associated Oxygen Limited to Report Q4, 2023 Results on Jan 04, 2024Associated Oxygen Limited announced that they will report Q4, 2023 results on Jan 04, 2024New Risk • Dec 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Paying a dividend despite having no free cash flows. Revenue is less than US$5m (৳500m revenue, or US$4.6m). Market cap is less than US$100m (৳4.01b market cap, or US$36.5m).Board Change • Oct 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Jun 02Third quarter 2023 earnings released: EPS: ৳0.52 (vs ৳0.46 in 3Q 2022)Third quarter 2023 results: EPS: ৳0.52 (up from ৳0.46 in 3Q 2022). Revenue: ৳150.1m (up 8.5% from 3Q 2022). Net income: ৳56.8m (up 12% from 3Q 2022). Profit margin: 38% (up from 37% in 3Q 2022). The increase in margin was driven by higher revenue.お知らせ • May 23Associated Oxygen Limited to Report Q3, 2023 Results on May 25, 2023Associated Oxygen Limited announced that they will report Q3, 2023 results on May 25, 2023Reported Earnings • Dec 15First quarter 2023 earnings released: EPS: ৳0.41 (vs ৳0.46 in 1Q 2022)First quarter 2023 results: EPS: ৳0.41 (down from ৳0.46 in 1Q 2022). Revenue: ৳120.5m (down 14% from 1Q 2022). Net income: ৳45.3m (down 10.0% from 1Q 2022). Profit margin: 38% (up from 36% in 1Q 2022). The increase in margin was driven by lower expenses.Upcoming Dividend • Nov 24Upcoming dividend of ৳1.00 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 29 January 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Bangladeshi dividend payers (3.8%). Higher than average of industry peers (2.4%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 09Associated Oxygen Limited Recommends Cash Dividend PaymentAssociated Oxygen Limited has recommended 10% Cash dividend for general shareholders only excluding sponsors and directors for the year ended June 30, 2022. Sponsors and directors hold 3,36,55,905 shares out of total 10,97,82,000 shares and cash dividend payable to general shareholders is Tk. 7,61,26,095.00.Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳44.70, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 26x in the Chemicals industry in Bangladesh. Total loss to shareholders of 16% over the past year.Buying Opportunity • Apr 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.7%. The fair value is estimated to be ৳47.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be ৳47.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳44.50, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total returns to shareholders of 24% over the past year.Reported Earnings • Feb 09Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.45 (down from ৳0.51 in 2Q 2021). Revenue: ৳134.7m (down 7.0% from 2Q 2021). Net income: ৳45.8m (down 17% from 2Q 2021). Profit margin: 34% (down from 38% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates.Reported Earnings • Nov 26First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.49 (down from ৳0.50 in 1Q 2021). Revenue: ৳140.3m (up 9.5% from 1Q 2021). Net income: ৳50.3m (up 16% from 1Q 2021). Profit margin: 36% (up from 34% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.Upcoming Dividend • Nov 21Upcoming dividend of ৳0.50 per shareEligible shareholders must have bought the stock before 28 November 2021. Payment date: 23 January 2022. Trailing yield: 1.1%. Lower than top quartile of Bangladeshi dividend payers (2.9%). Lower than average of industry peers (2.0%).Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳61.00, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 35x in the Chemicals industry in Bangladesh.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳55.10, the stock trades at a trailing P/E ratio of 26x. Average trailing P/E is 33x in the Chemicals industry in Bangladesh.Reported Earnings • Jun 05Third quarter 2021 earnings released: EPS ৳0.54 (vs ৳0.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ৳147.1m (up 13% from 3Q 2020). Net income: ৳55.3m (up 36% from 3Q 2020). Profit margin: 38% (up from 31% in 3Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to ৳47.20, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 33x in the Chemicals industry in Bangladesh.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to ৳40.20, the stock is trading at a trailing P/E ratio of 20.7x, up from the previous P/E ratio of 18x. This compares to an average P/E of 34x in the Chemicals industry in Bangladesh.Is New 90 Day High Low • Feb 23New 90-day low: ৳34.90The company is down 35% from its price of ৳53.98 on 24 November 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ৳37.00, the stock is trading at a trailing P/E ratio of 19x, down from the previous P/E ratio of 22.6x. This compares to an average P/E of 33x in the Chemicals industry in Bangladesh.Reported Earnings • Feb 03Second quarter 2021 earnings released: EPS ৳0.55 (vs ৳0.41 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ৳144.8m (up 17% from 2Q 2020). Net income: ৳54.9m (up 51% from 2Q 2020). Profit margin: 38% (up from 29% in 2Q 2020). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Feb 03New 90-day low: ৳39.10The company is down 16% from its price of ৳46.48 on 05 November 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ৳44.10, the stock is trading at a trailing P/E ratio of 22.1x, down from the previous P/E ratio of 26.5x. This compares to an average P/E of 37x in the Chemicals industry in Bangladesh.Reported Earnings • Dec 12First quarter 2021 earnings released: EPS ৳0.55The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ৳128.1m (up 10.0% from 1Q 2020). Net income: ৳43.6m (up 30% from 1Q 2020). Profit margin: 34% (up from 29% in 1Q 2020). The increase in margin was driven by higher revenue.お知らせ • Nov 06Associated Oxygen Limited, Annual General Meeting, Dec 22, 2020Associated Oxygen Limited, Annual General Meeting, Dec 22, 2020, at 15:30 Bangladesh Standard Time. Agenda: To approve dividend.収支内訳Associated Oxygen の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DSE:AOL 収益、費用、利益 ( )BDT Millions日付収益収益G+A経費研究開発費31 Mar 2350017578031 Dec 2248916979030 Sep 2251317881030 Jun 2253318384031 Mar 2255720892031 Dec 2156621392030 Sep 2157622293030 Jun 2156421592031 Mar 2144419782031 Dec 2042717478030 Sep 2040616076030 Jun 2039415076031 Mar 2049613282031 Dec 1946113079030 Sep 1942711675030 Jun 1940110971031 Mar 1935010564031 Dec 183309560030 Sep 1832110155030 Jun 1831110750030 Jun 172698644030 Jun 162266839030 Jun 1519360350質の高い収益: AOLが 高品質の収益 を有しているかどうかを判断するにはデータが不十分です。利益率の向上: AOLの 利益率 が過去 1 年間で改善したかどうかを判断するにはデータが不十分です。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: AOLの過去 5 年間の前年比収益成長率がプラスであったかどうかを判断するにはデータが不十分です。成長の加速: AOLの過去 1 年間の収益成長を 5 年間の平均と比較するにはデータが不十分です。収益対業界: AOLの過去 1 年間の収益成長がChemicals業界平均を上回ったかどうかを判断するにはデータが不十分です。株主資本利益率高いROE: AOLは現在利益が出ていないため、自己資本利益率 ( 0% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 18:44終値2026/05/07 00:00収益2023/03/31年間収益2022/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Associated Oxygen Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • Dec 29Associated Oxygen Limited to Report Q4, 2023 Results on Jan 04, 2024Associated Oxygen Limited announced that they will report Q4, 2023 results on Jan 04, 2024
Reported Earnings • Jun 02Third quarter 2023 earnings released: EPS: ৳0.52 (vs ৳0.46 in 3Q 2022)Third quarter 2023 results: EPS: ৳0.52 (up from ৳0.46 in 3Q 2022). Revenue: ৳150.1m (up 8.5% from 3Q 2022). Net income: ৳56.8m (up 12% from 3Q 2022). Profit margin: 38% (up from 37% in 3Q 2022). The increase in margin was driven by higher revenue.
お知らせ • May 23Associated Oxygen Limited to Report Q3, 2023 Results on May 25, 2023Associated Oxygen Limited announced that they will report Q3, 2023 results on May 25, 2023
Reported Earnings • Dec 15First quarter 2023 earnings released: EPS: ৳0.41 (vs ৳0.46 in 1Q 2022)First quarter 2023 results: EPS: ৳0.41 (down from ৳0.46 in 1Q 2022). Revenue: ৳120.5m (down 14% from 1Q 2022). Net income: ৳45.3m (down 10.0% from 1Q 2022). Profit margin: 38% (up from 36% in 1Q 2022). The increase in margin was driven by lower expenses.
Reported Earnings • Feb 09Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.45 (down from ৳0.51 in 2Q 2021). Revenue: ৳134.7m (down 7.0% from 2Q 2021). Net income: ৳45.8m (down 17% from 2Q 2021). Profit margin: 34% (down from 38% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates.
Reported Earnings • Nov 26First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.49 (down from ৳0.50 in 1Q 2021). Revenue: ৳140.3m (up 9.5% from 1Q 2021). Net income: ৳50.3m (up 16% from 1Q 2021). Profit margin: 36% (up from 34% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.
New Risk • Sep 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bangladeshi stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Share price has been highly volatile over the past 3 months (8.9% average weekly change). Revenue has declined by 10% over the past year. Minor Risks Revenue is less than US$5m (৳500m revenue, or US$4.2m). Market cap is less than US$100m (৳1.69b market cap, or US$14.1m).
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ৳16.90, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 30x in the Chemicals industry in Bangladesh. Total loss to shareholders of 68% over the past three years.
New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Revenue has declined by 10% over the past year. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.2m). Market cap is less than US$100m (৳1.98b market cap, or US$16.8m).
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ৳20.50, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total loss to shareholders of 53% over the past three years.
New Risk • Jun 01New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended March 2023. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Revenue has declined by 10% over the past year. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.3m). Market cap is less than US$100m (৳2.11b market cap, or US$18.0m).
New Risk • Mar 31New major risk - Revenue and earnings growthRevenue has declined by 10% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 10% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Share price has been volatile over the past 3 months (7.7% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.5m). Market cap is less than US$100m (৳2.69b market cap, or US$24.4m).
New Risk • Mar 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Share price has been volatile over the past 3 months (7.5% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.6m). Market cap is less than US$100m (৳3.18b market cap, or US$29.0m).
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ৳30.50, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 31x in the Chemicals industry in Bangladesh. Total loss to shareholders of 23% over the past three years.
Upcoming Dividend • Jan 21Upcoming dividend of ৳0.10 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 January 2024. Payment date: 19 March 2024. Trailing yield: 2.7%. Lower than top quartile of Bangladeshi dividend payers (3.3%). Higher than average of industry peers (2.1%).
お知らせ • Jan 09+ 1 more updateAssociated Oxygen Limited, Annual General Meeting, Feb 18, 2024Associated Oxygen Limited, Annual General Meeting, Feb 18, 2024, at 15:00 Bangladesh Standard Time.
お知らせ • Dec 29Associated Oxygen Limited to Report Q4, 2023 Results on Jan 04, 2024Associated Oxygen Limited announced that they will report Q4, 2023 results on Jan 04, 2024
New Risk • Dec 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Paying a dividend despite having no free cash flows. Revenue is less than US$5m (৳500m revenue, or US$4.6m). Market cap is less than US$100m (৳4.01b market cap, or US$36.5m).
Board Change • Oct 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Jun 02Third quarter 2023 earnings released: EPS: ৳0.52 (vs ৳0.46 in 3Q 2022)Third quarter 2023 results: EPS: ৳0.52 (up from ৳0.46 in 3Q 2022). Revenue: ৳150.1m (up 8.5% from 3Q 2022). Net income: ৳56.8m (up 12% from 3Q 2022). Profit margin: 38% (up from 37% in 3Q 2022). The increase in margin was driven by higher revenue.
お知らせ • May 23Associated Oxygen Limited to Report Q3, 2023 Results on May 25, 2023Associated Oxygen Limited announced that they will report Q3, 2023 results on May 25, 2023
Reported Earnings • Dec 15First quarter 2023 earnings released: EPS: ৳0.41 (vs ৳0.46 in 1Q 2022)First quarter 2023 results: EPS: ৳0.41 (down from ৳0.46 in 1Q 2022). Revenue: ৳120.5m (down 14% from 1Q 2022). Net income: ৳45.3m (down 10.0% from 1Q 2022). Profit margin: 38% (up from 36% in 1Q 2022). The increase in margin was driven by lower expenses.
Upcoming Dividend • Nov 24Upcoming dividend of ৳1.00 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 29 January 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Bangladeshi dividend payers (3.8%). Higher than average of industry peers (2.4%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 09Associated Oxygen Limited Recommends Cash Dividend PaymentAssociated Oxygen Limited has recommended 10% Cash dividend for general shareholders only excluding sponsors and directors for the year ended June 30, 2022. Sponsors and directors hold 3,36,55,905 shares out of total 10,97,82,000 shares and cash dividend payable to general shareholders is Tk. 7,61,26,095.00.
Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳44.70, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 26x in the Chemicals industry in Bangladesh. Total loss to shareholders of 16% over the past year.
Buying Opportunity • Apr 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.7%. The fair value is estimated to be ৳47.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be ৳47.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳44.50, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total returns to shareholders of 24% over the past year.
Reported Earnings • Feb 09Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.45 (down from ৳0.51 in 2Q 2021). Revenue: ৳134.7m (down 7.0% from 2Q 2021). Net income: ৳45.8m (down 17% from 2Q 2021). Profit margin: 34% (down from 38% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates.
Reported Earnings • Nov 26First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.49 (down from ৳0.50 in 1Q 2021). Revenue: ৳140.3m (up 9.5% from 1Q 2021). Net income: ৳50.3m (up 16% from 1Q 2021). Profit margin: 36% (up from 34% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.
Upcoming Dividend • Nov 21Upcoming dividend of ৳0.50 per shareEligible shareholders must have bought the stock before 28 November 2021. Payment date: 23 January 2022. Trailing yield: 1.1%. Lower than top quartile of Bangladeshi dividend payers (2.9%). Lower than average of industry peers (2.0%).
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳61.00, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 35x in the Chemicals industry in Bangladesh.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳55.10, the stock trades at a trailing P/E ratio of 26x. Average trailing P/E is 33x in the Chemicals industry in Bangladesh.
Reported Earnings • Jun 05Third quarter 2021 earnings released: EPS ৳0.54 (vs ৳0.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ৳147.1m (up 13% from 3Q 2020). Net income: ৳55.3m (up 36% from 3Q 2020). Profit margin: 38% (up from 31% in 3Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to ৳47.20, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 33x in the Chemicals industry in Bangladesh.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to ৳40.20, the stock is trading at a trailing P/E ratio of 20.7x, up from the previous P/E ratio of 18x. This compares to an average P/E of 34x in the Chemicals industry in Bangladesh.
Is New 90 Day High Low • Feb 23New 90-day low: ৳34.90The company is down 35% from its price of ৳53.98 on 24 November 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ৳37.00, the stock is trading at a trailing P/E ratio of 19x, down from the previous P/E ratio of 22.6x. This compares to an average P/E of 33x in the Chemicals industry in Bangladesh.
Reported Earnings • Feb 03Second quarter 2021 earnings released: EPS ৳0.55 (vs ৳0.41 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ৳144.8m (up 17% from 2Q 2020). Net income: ৳54.9m (up 51% from 2Q 2020). Profit margin: 38% (up from 29% in 2Q 2020). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Feb 03New 90-day low: ৳39.10The company is down 16% from its price of ৳46.48 on 05 November 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ৳44.10, the stock is trading at a trailing P/E ratio of 22.1x, down from the previous P/E ratio of 26.5x. This compares to an average P/E of 37x in the Chemicals industry in Bangladesh.
Reported Earnings • Dec 12First quarter 2021 earnings released: EPS ৳0.55The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ৳128.1m (up 10.0% from 1Q 2020). Net income: ৳43.6m (up 30% from 1Q 2020). Profit margin: 34% (up from 29% in 1Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Nov 06Associated Oxygen Limited, Annual General Meeting, Dec 22, 2020Associated Oxygen Limited, Annual General Meeting, Dec 22, 2020, at 15:30 Bangladesh Standard Time. Agenda: To approve dividend.