Aeon (M) Bhd（AEON）株式概要イオン(株)(M) Bhd.はマレーシアで百貨店とスーパーマーケットの小売チェーンを運営・管理している。 詳細AEON ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績4/6財務の健全性4/6配当金4/6報酬当社が推定した公正価値より70.6%で取引されている 収益は年間7.78%増加すると予測されています 過去1年間で収益は7.8%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見るAEON Community Fair Values Create NarrativeSee what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRM Current PriceRM 1.0534.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue RM 5.4bEarnings RM 186.7mAdvancedSet Fair ValueView all narrativesAeon Co. (M) Bhd. 競合他社Eco-Shop Marketing BerhadSymbol: KLSE:ECOSHOPMarket cap: RM 7.1bBeshom Holdings BerhadSymbol: KLSE:BESHOMMarket cap: RM 185.5m99 Speed Mart Retail Holdings BerhadSymbol: KLSE:99SMARTMarket cap: RM 28.2b7-Eleven Malaysia Holdings BerhadSymbol: KLSE:SEMMarket cap: RM 2.2b価格と性能株価の高値、安値、推移の概要Aeon (M) Bhd過去の株価現在の株価RM 1.0552週高値RM 1.4552週安値RM 1.01ベータ0.301ヶ月の変化-11.02%3ヶ月変化-7.89%1年変化-24.46%3年間の変化-20.45%5年間の変化-21.05%IPOからの変化290.70%最新ニュースBoard Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. Chief Merchandising Officer, Deputy MD & Executive Alternate Director Hidekazu Iwaoka was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 22Upcoming dividend of RM0.045 per shareEligible shareholders must have bought the stock before 29 May 2026. Payment date: 18 June 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (5.5%). Higher than average of industry peers (1.2%).Buy Or Sell Opportunity • May 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to RM1.16. The fair value is estimated to be RM1.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Buy Or Sell Opportunity • May 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to RM1.13. The fair value is estimated to be RM1.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.8%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.Reported Earnings • Apr 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.095 (up from RM0.091 in FY 2024). Revenue: RM4.29b (flat on FY 2024). Net income: RM133.8m (up 4.5% from FY 2024). Profit margin: 3.1% (up from 3.0% in FY 2024). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 22Dividend of RM0.045 announcedShareholders will receive a dividend of RM0.045. Ex-date: 29th May 2026 Payment date: 18th June 2026 Dividend yield will be 3.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesBoard Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. Chief Merchandising Officer, Deputy MD & Executive Alternate Director Hidekazu Iwaoka was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 22Upcoming dividend of RM0.045 per shareEligible shareholders must have bought the stock before 29 May 2026. Payment date: 18 June 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (5.5%). Higher than average of industry peers (1.2%).Buy Or Sell Opportunity • May 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to RM1.16. The fair value is estimated to be RM1.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Buy Or Sell Opportunity • May 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to RM1.13. The fair value is estimated to be RM1.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.8%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.Reported Earnings • Apr 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.095 (up from RM0.091 in FY 2024). Revenue: RM4.29b (flat on FY 2024). Net income: RM133.8m (up 4.5% from FY 2024). Profit margin: 3.1% (up from 3.0% in FY 2024). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 22Dividend of RM0.045 announcedShareholders will receive a dividend of RM0.045. Ex-date: 29th May 2026 Payment date: 18th June 2026 Dividend yield will be 3.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 21Aeon Co. (M) Bhd., Annual General Meeting, May 20, 2026Aeon Co. (M) Bhd., Annual General Meeting, May 20, 2026, at 14:00 Singapore Standard Time. Location: grand ballroom, level 2, intercontinental kuala lumpur, 165, jalan ampang, 50450 kuala lumpur, MalaysiaBuy Or Sell Opportunity • Mar 16Now 20% undervaluedOver the last 90 days, the stock has risen 5.6% to RM1.13. The fair value is estimated to be RM1.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.8%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.Reported Earnings • Feb 28Full year 2025 earnings released: EPS: RM0.095 (vs RM0.091 in FY 2024)Full year 2025 results: EPS: RM0.095 (up from RM0.091 in FY 2024). Revenue: RM4.29b (flat on FY 2024). Net income: RM133.8m (up 4.5% from FY 2024). Profit margin: 3.1% (up from 3.0% in FY 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Jan 23It's A Story Of Risk Vs Reward With Aeon Co. (M) Bhd. (KLSE:AEON)It's not a stretch to say that Aeon Co. (M) Bhd.'s ( KLSE:AEON ) price-to-earnings (or "P/E") ratio of 14.4x right now...Price Target Changed • Jan 12Price target decreased by 8.0% to RM1.53Down from RM1.67, the current price target is an average from 8 analysts. New target price is 38% above last closing price of RM1.11. Stock is down 27% over the past year. The company is forecast to post earnings per share of RM0.10 for next year compared to RM0.091 last year.Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: RM0.01 (vs RM0.013 in 3Q 2024)Third quarter 2025 results: EPS: RM0.01 (down from RM0.013 in 3Q 2024). Revenue: RM995.2m (flat on 3Q 2024). Net income: RM14.6m (down 22% from 3Q 2024). Profit margin: 1.5% (down from 1.9% in 3Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: RM0.009 (vs RM0.02 in 2Q 2024)Second quarter 2025 results: EPS: RM0.009 (down from RM0.02 in 2Q 2024). Revenue: RM999.6m (down 2.1% from 2Q 2024). Net income: RM12.3m (down 56% from 2Q 2024). Profit margin: 1.2% (down from 2.7% in 2Q 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Upcoming Dividend • May 28Upcoming dividend of RM0.045 per shareEligible shareholders must have bought the stock before 04 June 2025. Payment date: 19 June 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Malaysian dividend payers (5.6%). Lower than average of industry peers (3.8%).お知らせ • May 22Aeon Co. (M) Bhd. Approves Final Dividend for the Financial Year Ended 31 December 2024Aeon Co. (M) Bhd. announced that at the AGM held on 22 May 2025, declared and approved the payment of a final dividend of 4.5 sen per ordinary share in respect of the financial year ended 31 December 2024.分析記事 • Apr 30Aeon (M) Bhd's (KLSE:AEON) Strong Earnings Are Of Good QualityWhen companies post strong earnings, the stock generally performs well, just like Aeon Co. (M) Bhd.'s ( KLSE:AEON...分析記事 • Apr 24Aeon (M) Bhd (KLSE:AEON) Is Paying Out A Larger Dividend Than Last YearThe board of Aeon Co. (M) Bhd. ( KLSE:AEON ) has announced that the dividend on 19th of June will be increased to...Declared Dividend • Apr 24Dividend increased to RM0.045Dividend of RM0.045 is 13% higher than last year. Ex-date: 4th June 2025 Payment date: 19th June 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 22Aeon Co. (M) Bhd., Annual General Meeting, May 22, 2025Aeon Co. (M) Bhd., Annual General Meeting, May 22, 2025, at 14:00 Singapore Standard Time. Location: grand ballroom, level 2, intercontinental kuala lumpur, 165, jalan ampang, 50450 kuala lumpur, Malaysia分析記事 • Mar 02Aeon Co. (M) Bhd. Just Missed Earnings - But Analysts Have Updated Their ModelsLast week saw the newest full-year earnings release from Aeon Co. (M) Bhd. ( KLSE:AEON ), an important milestone in the...Reported Earnings • Feb 26Full year 2024 earnings released: EPS: RM0.091 (vs RM0.082 in FY 2023)Full year 2024 results: EPS: RM0.091 (up from RM0.082 in FY 2023). Revenue: RM4.26b (up 3.2% from FY 2023). Net income: RM128.0m (up 12% from FY 2023). Profit margin: 3.0% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25Aeon Co. (M) Bhd. Proposes Final Dividend in Respect of the Financial Year Ended 31 December 2024The Board of Directors of the Aeon Co. (M) Bhd. proposed a final dividend of 4.50 sen per ordinary share in respect of the financial year ended 31 December 2024 for the approval of the shareholders at the forthcoming Company's Fortieth Annual General Meeting. The proposed entitlement and payment dates for the final dividend shall be determined at a later date and announced accordingly.お知らせ • Jan 08AEON CO. (M) BHD. Announces Legal UpdatesAEON CO. (M) BHD. provided update on Betanaz Properties Sdn. Bhd. Kuala Lumpur High Court Civil Suit against the Company. The Company counterclaim against Betanaz Properties Sdn. Bhd. and Ahmad Zaki Resources Berhad. Reference is made to the Company’s announcements on 3 March 2021, 30 March 2021, 22 October 2021, 12 May 2022 and 18 December 2024 pertaining to the legal suit received from Betanaz Properties Sdn. Bhd. [Company No. 201201025590 (1010080-V)] (“the Plaintiff”) in the High Court of Malaya in Kuala Lumpur. The Company announced that the Company had filed both the Notice of Appeal and the Stay Application for a stay of execution of the High Court decision on 23 December 2024. On 7 January 2025, the High Court had granted the Company a conditional stay with payment of the judgment sum amounting to MYR 18,678,255.27 to be made to Betanaz Properties Sdn Bhd (“Betanaz”)’s solicitors as stakeholders in an interest-bearing account and the legal costs for the sum of MYR 200,000 awarded to Betanaz and MYR 100,000 to Ahmad Zaki Resources Berhad, respectively, latest by 28 January 2025. The judgment by the High Court on 16 December 2024 will be stayed pending appeal at the Court of Appeal. The financial impact will be a cash outflow equal to the amount of the judgement. There is no operational impact to the Company.分析記事 • Dec 31Aeon Co. (M) Bhd.'s (KLSE:AEON) Popularity With Investors Is ClearThere wouldn't be many who think Aeon Co. (M) Bhd.'s ( KLSE:AEON ) price-to-earnings (or "P/E") ratio of 16.1x is worth...お知らせ • Dec 18Betanaz Properties Sdn. Bhd. Files Kuala Lumpur High Court Civil Suit Against the Aeon Co. (M) Bhd and the Company Counterclaim Against Betanaz Properties Sdn. Bhd. and Ahmad Zaki Resources BerhadBetanaz Properties Sdn. Bhd. filed Kuala Lumpur High Court Civil Suit against the Aeon Co. (M) Bhd. (Company) and the Company counterclaim against Betanaz Properties Sdn. Bhd. and Ahmad Zaki Resources Berhad Reference is made to the Company’s announcements on 3 March 2021, 30 March 2021, 22 October 2021 and 12 May 2022 pertaining to the legal suit received from Betanaz Properties Sdn. Bhd. [Company No. 201201025590 (1010080-V)] (“the Plaintiff”) in the High Court of Malaya in Kuala Lumpur. With regards to the Company’s announcement on 30 March 2021 whereby the Company, as the plaintiff, had announced the filing of a counterclaim against Betanaz Properties Sdn. Bhd. (“Betanaz”) as the first defendant, and Ahmad Zaki Resources Berhad [Company No. 199701017271 (432768-X)] (“AZRB”) as the second defendant (“Main Suit”), the Company had subsequently received an application by AZRB to strike out the Company’s counterclaim against AZRB. In furtherance to the Company’s announcement on 22 October 2021, the High Court judge had allowed AZRB’s application to strike out the Company’s counterclaim against AZRB on the basis that the bridge across the Kuantan River, connecting Bandar Kuantan to Bandar Putra, Tanjung Lumpur (“Bridge”) was completed and the Company’s counterclaim is not sustainable. Upon the advice of the Company’s legal counsel, the Company filed an appeal against the decision of the High Court to allow AZRB’s application to strike out the Company’s counterclaim against AZRB on 29 March 2021, on the basis that the Bridge was not completed on or before the expiry of the condition precedent period of the Tenancy Agreement dated 24 August 2017 and the Commercial Agreement dated 24 August 2017. Subsequently on the 9 May 2022, pursuant to the Company’s appeal against the High Court’s decision to allow AZRB’s application to strike out the Company’s counterclaim against AZRB, the Court of Appeal has decided in favor of the Company and subsequently, AZRB will be reinstated as a party to the Company’s counterclaim as the second defendant in the trial for the Main Suit. The Company wishes to announce that on 16 December 2024, the Learned High Court Judge decided, inter alia, that Company had breached the Tenancy Agreement by failing to honor its part of the bargain and being liable for the monthly rental payable to Betanaz. However, since there was an absence of compelling evidence to prove that the Company was bound to the 10 years Lease (Lease Annexure annexed to the Tenancy Agreement dated 24 August 2017), Betanaz’s claim was disallowed as it would be grossly unfair and unjust. Therefore, the High Court decision is as follows:- 1. for the Civil Suit WA-22NCVC-121-03/2021:- a) The claim on judgement sum of RM59,302,302.97 was not allowed; b) The claim on the final judgement for RM18,678,255.27 against the Company was allowed. c) Interest at the rate of 5% per annum on the sum of RM18,678,255.27 is allowed from 1 March 2021 until the full payment is paid; d) Costs of RM200,000.00 is to be paid by the Company to Betanaz within 45 days from 16 December 2024; e) Costs of RM100,000.00 is to be paid by the Company to AZRB within 45 days from 16 December 2024; f) The Company’s counterclaim against Betanaz and AZRB was dismissed; 2. For the Civil Suit WA-24NCvC-1254-07/2021, the Company’s originating summons against Betanaz was dismissed and a date for assessment of damages (arising from the ex-parte injunction order dated 9 February 2021 against Betanaz) will be fixed. The Company has been advised by its legal counsel and will be appealing against the High Court decision dated 16 December 2024 and also applying for a stay of execution of the said High Court decision. At this juncture, the Board is unable to ascertain the financial impact to the Company pending the outcome of the legal suit. If there is any further updates or development on the above suit, further announcement will be made in due course.Reported Earnings • Nov 22Third quarter 2024 earnings released: EPS: RM0.013 (vs RM0.01 in 3Q 2023)Third quarter 2024 results: EPS: RM0.013 (up from RM0.01 in 3Q 2023). Revenue: RM1.00b (up 4.9% from 3Q 2023). Net income: RM18.8m (up 36% from 3Q 2023). Profit margin: 1.9% (up from 1.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 05Aeon (M) Bhd (KLSE:AEON) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe stock was sluggish on the back of Aeon Co. (M) Bhd.'s ( KLSE:AEON ) recent earnings report. We have done some...Price Target Changed • Aug 30Price target increased by 15% to RM1.69Up from RM1.47, the current price target is an average from 7 analysts. New target price is 18% above last closing price of RM1.44. Stock is up 37% over the past year. The company is forecast to post earnings per share of RM0.11 for next year compared to RM0.082 last year.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: RM0.02 (vs RM0.022 in 2Q 2023)Second quarter 2024 results: EPS: RM0.02 (down from RM0.022 in 2Q 2023). Revenue: RM1.02b (down 1.2% from 2Q 2023). Net income: RM27.7m (down 8.3% from 2Q 2023). Profit margin: 2.7% (down from 2.9% in 2Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • Aug 12Here's Why Aeon (M) Bhd (KLSE:AEON) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Aug 05Now 20% undervaluedOver the last 90 days, the stock has risen 12% to RM1.29. The fair value is estimated to be RM1.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 6.3% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.Upcoming Dividend • May 29Upcoming dividend of RM0.04 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Malaysian dividend payers (4.3%). Higher than average of industry peers (2.1%).分析記事 • May 25Aeon (M) Bhd (KLSE:AEON) Has Affirmed Its Dividend Of MYR0.04Aeon Co. (M) Bhd. ( KLSE:AEON ) has announced that it will pay a dividend of MYR0.04 per share on the 20th of June...お知らせ • May 25+ 1 more updateAeon Co. (M) Bhd. Announces Redesignation of Jenifer Thien Bit Leong from Independent and Non Executive Member of Risk Committee to Chairman of Risk CommitteeAeon Co. (M) Bhd. announced redesignation of Jenifer Thien Bit Leong from Independent and Non Executive Member of Risk Committee to Chairman of Risk Committee. Age: 56. Nationality: Malaysia. Date of change: 24 May 2024.Composition of Risk Committee(Name and Directorate of members after change): (i) Miss Jenifer Thien Bit Leong, Independent and Non-Executive Director (Chairman) (ii) Miss Chong Swee Ying, Non-Independent and Non-Executive Director (Member) (iii) Dato' Merina binti Abu Tahir, Independent and Non-Executive Director (Member) (iv) Encik Hisham Bin Zainal Mokhtar, Independent and Non-Executive Director (Member).分析記事 • May 24There's No Escaping Aeon Co. (M) Bhd.'s (KLSE:AEON) Muted Earnings Despite A 31% Share Price RiseAeon Co. (M) Bhd. ( KLSE:AEON ) shareholders have had their patience rewarded with a 31% share price jump in the last...お知らせ • May 24Aeon Co. (M) Bhd. Approves the Final Dividend for the Financial Year Ended 31 December 2023Aeon Co. (M) Bhd. approved the payment of a final dividend of 4.0 sen per ordinary share in respect of the financial year ended 31 December 2023, at the AGM held on May 23, 2024.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to RM1.39, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Consumer Retailing industry in Asia. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM1.48 per share.分析記事 • May 21We Like These Underlying Return On Capital Trends At Aeon (M) Bhd (KLSE:AEON)If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Price Target Changed • May 17Price target increased by 9.2% to RM1.44Up from RM1.32, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of RM1.40. Stock is up 7.7% over the past year. The company is forecast to post earnings per share of RM0.10 for next year compared to RM0.082 last year.Reported Earnings • Apr 26Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: RM0.082 (up from RM0.079 in FY 2022). Revenue: RM4.13b (flat on FY 2022). Net income: RM114.8m (up 3.2% from FY 2022). Profit margin: 2.8% (up from 2.7% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 25Dividend of RM0.04 announcedDividend of RM0.04 is the same as last year. Ex-date: 5th June 2024 Payment date: 20th June 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 24Aeon Co. (M) Bhd., Annual General Meeting, May 23, 2024Aeon Co. (M) Bhd., Annual General Meeting, May 23, 2024, at 10:00 Singapore Standard Time. Location: 12th Floor, Menara Symphony, No. 5, Jalan Prof. Khoo Kay Kim, Seksyen 13, 46200 Petaling Jaya Selangor Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 31 December 2023 together with the Reports of the Directors and Auditors thereon; to declare and approve the payment of a final dividend in respect of the financial year ended 31 December 2023; to approve the Directors' fees and benefits payable to the Non-Executive Directors for the period from 24 May 2024 until the conclusion of the next Annual General Meeting of the Company to be held in 2025; to re-elect the Directors who are retiring under Article 74 of the Articles of Association of the Company; and to consider other matters.Buy Or Sell Opportunity • Apr 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to RM1.10. The fair value is estimated to be RM1.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.Buy Or Sell Opportunity • Mar 21Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at RM1.09. The fair value is estimated to be RM1.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.Reported Earnings • Feb 24Full year 2023 earnings released: EPS: RM0.082 (vs RM0.079 in FY 2022)Full year 2023 results: EPS: RM0.082 (up from RM0.079 in FY 2022). Revenue: RM4.13b (flat on FY 2022). Net income: RM114.8m (up 3.2% from FY 2022). Profit margin: 2.8% (up from 2.7% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Feb 23Aeon Co. (M) Bhd. Proposes Final Dividend in Respect of the Financial Year Ended 31 December 2023The Board of Directors of the Aeon Co. (M) Bhd. proposed a final dividend of 4.0 sen per ordinary share in respect of the financial year ended 31 December 2023 for the approval of the shareholders at the forthcoming Company's Thirty-Ninth Annual General Meeting.お知らせ • Feb 20+ 1 more updateAeon Co. (M) Bhd. Announces Resignation of Keiji Ono as Executive Managing DirectorAeon Co. (M) Bhd. announced resignation of Mr. Keiji Ono as Executive Managing Director. Date of change is 29 February 2024. His Age is 50. Reason: To take up a higher job position assigned by AEON Japan.お知らせ • Jan 19Aeon Co. (M) Bhd. Appoints Tan Ai Lee as Chief Financial Officer, Effective from January 21, 2024Aeon Co. (M) Bhd. announced the appointment of Miss Tan Ai Lee as Chief Financial Officer. Age 40, Date of change 21 January 2024. Qualifications Professional Qualification Accounting Association of Chartered Certified Accountants (ACCA) Fellow Member of Association of Chartered Certified Accountants (ACCA). Working experience and occupation: July 2023 - Current - Acting Chief Financial Officer, AEON CO. (M) BHD. January 2022 - July 2023 - Head of Business Finance, AEON CO. (M) BHD. May 2020 - January 2022 - Vice President Finance, Silverlake Symmetri (Malaysia) Sdn Bhd. January 2018 - March 2020 - Head of Management Reporting and Corporate Planning, Astro Group Services Sdn Bhd. June 2012 - December 2017 - Finance Business Partner, Assistant Vice President, Astro Group Services Sdn Bhd. April 2007 - May 2012 - Transaction Services Manager, PricewaterhouseCoopers Advisory Services Sdn Bhd. January 2004 - April 2007 - Senior Associate, PricewaterhouseCoopers Malaysia.Price Target Changed • Nov 27Price target decreased by 8.7% to RM1.31Down from RM1.43, the current price target is an average from 8 analysts. New target price is 21% above last closing price of RM1.08. Stock is down 22% over the past year. The company is forecast to post earnings per share of RM0.084 for next year compared to RM0.079 last year.Reported Earnings • Nov 25Third quarter 2023 earnings released: EPS: RM0.01 (vs RM0.008 in 3Q 2022)Third quarter 2023 results: EPS: RM0.01 (up from RM0.008 in 3Q 2022). Revenue: RM955.9m (down 2.7% from 3Q 2022). Net income: RM13.8m (up 27% from 3Q 2022). Profit margin: 1.4% (up from 1.1% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.New Risk • Nov 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.6% Last year net profit margin: 3.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.6% net profit margin).お知らせ • Aug 23Aeon Co. (M) Bhd. Reports Fixed Assets Written Off for the Quarter Ended June 30, 2023Aeon Co. (M) Bhd. reported Fixed assets written off for the quarter ended June 30, 2023. For the quarter, the company reported fixed assets written off of MYR 0.1 million.Price Target Changed • Aug 23Price target decreased by 8.7% to RM1.51Down from RM1.65, the current price target is an average from 8 analysts. New target price is 33% above last closing price of RM1.13. Stock is down 20% over the past year. The company is forecast to post earnings per share of RM0.093 for next year compared to RM0.079 last year.お知らせ • Jun 24Aeon Co. (M) Bhd. Announces Resignation of Grace Lee Hwee Ling as Chief Financial OfficerAeon Co. (M) Bhd. announced Resignation of Dr Grace Lee Hwee Ling, age 47 as Chief Financial Officer. Accounting Certified Practising Accountant Australia & Association of International Certified Professional Accountants Australian Fellow of Certified Practising Accountant (Fcpa Aust.) & International Certified Professional Accountant (ICPA) Information System & Governance of Enterprise Information Technology Information Systems Audit and Control Association Certified Information Systems Auditor (Cisa, Us) & Certified in the Governance of Enterprise It (Cgeit, Us) Business Administration Elm-Graduate School - Help University Business Administration Charles Sturt University, Australia Accounting and Finance Curtin University, Australia.Upcoming Dividend • May 23Upcoming dividend of RM0.04 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Malaysian dividend payers (5.3%). Higher than average of industry peers (1.9%).Reported Earnings • May 19First quarter 2023 earnings released: EPS: RM0.027 (vs RM0.02 in 1Q 2022)First quarter 2023 results: EPS: RM0.027 (up from RM0.02 in 1Q 2022). Revenue: RM1.11b (up 11% from 1Q 2022). Net income: RM38.2m (up 36% from 1Q 2022). Profit margin: 3.5% (up from 2.8% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 18+ 10 more updatesAeon Co. (M) Bhd. Appoints Miss Jenifer Thien Bit Leong as Independent and Non Executive DirectorAeon Co. (M) Bhd. appointed MISS JENIFER THIEN BIT LEONG as Independent and Non Executive Director. Date of change 18 May 2023. Age 55. Gender Female. Nationality Malaysia. Working experience and occupation: 1994 - 2019 Global Chief Procurement Office of Mars Inc. 1989 - 1994 R&D Manager of Cadbury Confectionery 1989 Researcher of Sime Darby Plantations.分析記事 • May 18Aeon (M) Bhd (KLSE:AEON) Has Announced That It Will Be Increasing Its Dividend To MYR0.04Aeon Co. (M) Bhd. ( KLSE:AEON ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • May 18+ 10 more updatesAeon Co. (M) Bhd. Announces Appointment of Miss Jenifer Thien Bit Leong as Independent and Non Executive Member of Risk CommitteeAeon Co. (M) Bhd. announced Appointment of Miss Jenifer Thien Bit Leong, age 55 as Independent and Non Executive Member of Risk Committee. Date of change is 18 May 2023. Composition of Risk Committee (Name and Directorate of members after change); Miss Chong Swee Ying, Non-Independent and Non-Executive Director (Chairman), Miss Jenifer Thien Bit Leong, Independent and Non-Executive Director (Member), Dato' Merina binti Abu Tahir, Independent and Non-Executive Director (Member), Encik Hisham Bin Zainal Mokhtar, Independent and Non-Executive Director (Member).Reported Earnings • Apr 20Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: RM0.079 (up from RM0.061 in FY 2021). Revenue: RM4.14b (up 14% from FY 2021). Net income: RM111.2m (up 30% from FY 2021). Profit margin: 2.7% (up from 2.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Mar 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Zaida Khalida Shaari was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 23Full year 2022 earnings released: EPS: RM0.079 (vs RM0.061 in FY 2021)Full year 2022 results: EPS: RM0.079 (up from RM0.061 in FY 2021). Revenue: RM4.14b (up 14% from FY 2021). Net income: RM111.2m (up 30% from FY 2021). Profit margin: 2.7% (up from 2.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Multiline Retail industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 24Third quarter 2022 earnings released: EPS: RM0.008 (vs RM0.013 loss in 3Q 2021)Third quarter 2022 results: EPS: RM0.008 (up from RM0.013 loss in 3Q 2021). Revenue: RM982.0m (up 31% from 3Q 2021). Net income: RM10.9m (up RM29.6m from 3Q 2021). Profit margin: 1.1% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Multiline Retail industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 25Second quarter 2022 earnings released: EPS: RM0.034 (vs RM0.008 in 2Q 2021)Second quarter 2022 results: EPS: RM0.034 (up from RM0.008 in 2Q 2021). Revenue: RM1.10b (up 25% from 2Q 2021). Net income: RM47.3m (up 334% from 2Q 2021). Profit margin: 4.3% (up from 1.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 42% growth forecast for the Multiline Retail industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Major Estimate Revision • Aug 24Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from RM0.08 to RM0.09. Revenue forecast unchanged at RM4.18b. Net income forecast to grow 26% next year vs 8.6% growth forecast for Multiline Retail industry in Malaysia. Consensus price target up from RM1.68 to RM1.76. Share price fell 2.7% to RM1.42 over the past week.お知らせ • Aug 24Aeon Co. (M) Bhd. Reports Fixed Assets Written Off for the Second Quarter Ended June 30, 2022Aeon Co. (M) Bhd. reported Fixed assets written off for the second quarter ended June 30, 2022. For the quarter, the company reported Fixed assets written off of MYR 0.5 million.Board Change • Jul 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Non Independent & Non Executive Director Swee Ying Chong was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 11+ 9 more updatesAeon Co. (M) Bhd. Appoints Zaida Khalida Binti Shaari as Independent and Non Executive Director, Effective July 1, 2022Aeon Co. (M) Bhd. appointed Zaida Khalida Binti Shaari as Independent and Non Executive Director. Date of change is 01 July 2022. Professional Qualification: Law from The Honourable Society of Gray's Inn, United Kingdom. Masters in Business Administration from University of Strathclyde, United Kingdom. Degree in Law from University of Warwick, United Kingdom. Working experience: From June 2020 - Current: Chief Executive Officer of Yayasan Amir. January 2007 - January 2019: Executive Director, Investments of Khazanah Nasional Berhad. July 1996 - August 2006: Head of Legal and Company Secretary at Permodalan Nasional Berhad. July 1990 - June 1996: Legal Assistant of Messrs. Zain & Co.株主還元AEONMY Consumer RetailingMY 市場7D-3.7%1.2%-1.2%1Y-24.5%30.1%9.5%株主還元を見る業界別リターン: AEON過去 1 年間で30.1 % の収益を上げたMY Consumer Retailing業界を下回りました。リターン対市場: AEONは、過去 1 年間で9.5 % のリターンを上げたMY市場を下回りました。価格変動Is AEON's price volatile compared to industry and market?AEON volatilityAEON Average Weekly Movement4.0%Consumer Retailing Industry Average Movement4.6%Market Average Movement5.8%10% most volatile stocks in MY Market11.8%10% least volatile stocks in MY Market2.7%安定した株価: AEON 、 MY市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: AEONの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19848,211n/aaeongroupmalaysia.comイオン(株)(M) Bhd.はマレーシアで百貨店とスーパーマーケットの小売チェーンを運営・管理している。同社は小売業と不動産管理サービスの2つのセグメントで事業を展開している。衣料品、食品、医薬品、家庭用品、その他商品を販売している。また、総合スーパー、ショッピングモール、ショッピングセンター、薬局、ショッピングモールなども運営している。さらに、金融・クレジットサービス、不動産管理サービスも提供している。さらに、eコマースプラットフォームのmyAEON2goやオンラインショッピングのfoodpandaアプリも運営している。マックスバリュ・カスタマーサービス、ウェルネスストア、ロッキー・ベースキャンプ・センター、ペテモ・ペットライフストアを運営するほか、ダイソー・フラットプライス・アウトレットを通じて家庭用品、パーソナルケア用品、文房具、キッチン用品、玩具、季節商品を提供する。同社は以前はJaya Jusco Stores Bhd.として知られていたが、2004年9月にイオン株式会社（M）Bhd.に社名を変更した。イオン株式会社（M）Bhd.は1984年に設立され、マレーシアのクアラルンプールに本社を置いている。イオン株式会社（M）Bhd.はイオン株式会社の子会社である。もっと見るAeon Co. (M) Bhd. 基礎のまとめAeon (M) Bhd の収益と売上を時価総額と比較するとどうか。AEON 基礎統計学時価総額RM 1.47b収益（TTM）RM 149.38m売上高(TTM)RM 4.29b9.9xPER（株価収益率0.3xP/SレシオAEON は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AEON 損益計算書（TTM）収益RM 4.29b売上原価RM 2.41b売上総利益RM 1.88bその他の費用RM 1.73b収益RM 149.38m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.11グロス・マージン43.79%純利益率3.49%有利子負債／自己資本比率37.9%AEON の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.3%現在の配当利回り42%配当性向AEON 配当は確実ですか？AEON 配当履歴とベンチマークを見るAEON 、いつまでに購入すれば配当金を受け取れますか？Aeon (M) Bhd 配当日配当落ち日May 29 2026配当支払日Jun 18 2026配当落ちまでの日数16 days配当支払日までの日数4 daysAEON 配当は確実ですか？AEON 配当履歴とベンチマークを見るView Valuation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2026/06/12 13:25終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31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Aeon Co. (M) Bhd. 8 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。15 アナリスト機関Pei WongAffin Hwang Investment BankYi Ching LowBerjaya Securities Sdn Bhd.null nullBIMB Securities Sdn. Bhd12 その他のアナリストを表示
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. Chief Merchandising Officer, Deputy MD & Executive Alternate Director Hidekazu Iwaoka was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 22Upcoming dividend of RM0.045 per shareEligible shareholders must have bought the stock before 29 May 2026. Payment date: 18 June 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (5.5%). Higher than average of industry peers (1.2%).
Buy Or Sell Opportunity • May 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to RM1.16. The fair value is estimated to be RM1.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Buy Or Sell Opportunity • May 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to RM1.13. The fair value is estimated to be RM1.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.8%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
Reported Earnings • Apr 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.095 (up from RM0.091 in FY 2024). Revenue: RM4.29b (flat on FY 2024). Net income: RM133.8m (up 4.5% from FY 2024). Profit margin: 3.1% (up from 3.0% in FY 2024). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 22Dividend of RM0.045 announcedShareholders will receive a dividend of RM0.045. Ex-date: 29th May 2026 Payment date: 18th June 2026 Dividend yield will be 3.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. Chief Merchandising Officer, Deputy MD & Executive Alternate Director Hidekazu Iwaoka was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 22Upcoming dividend of RM0.045 per shareEligible shareholders must have bought the stock before 29 May 2026. Payment date: 18 June 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (5.5%). Higher than average of industry peers (1.2%).
Buy Or Sell Opportunity • May 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to RM1.16. The fair value is estimated to be RM1.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Buy Or Sell Opportunity • May 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to RM1.13. The fair value is estimated to be RM1.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.8%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
Reported Earnings • Apr 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.095 (up from RM0.091 in FY 2024). Revenue: RM4.29b (flat on FY 2024). Net income: RM133.8m (up 4.5% from FY 2024). Profit margin: 3.1% (up from 3.0% in FY 2024). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 22Dividend of RM0.045 announcedShareholders will receive a dividend of RM0.045. Ex-date: 29th May 2026 Payment date: 18th June 2026 Dividend yield will be 3.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 21Aeon Co. (M) Bhd., Annual General Meeting, May 20, 2026Aeon Co. (M) Bhd., Annual General Meeting, May 20, 2026, at 14:00 Singapore Standard Time. Location: grand ballroom, level 2, intercontinental kuala lumpur, 165, jalan ampang, 50450 kuala lumpur, Malaysia
Buy Or Sell Opportunity • Mar 16Now 20% undervaluedOver the last 90 days, the stock has risen 5.6% to RM1.13. The fair value is estimated to be RM1.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.8%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
Reported Earnings • Feb 28Full year 2025 earnings released: EPS: RM0.095 (vs RM0.091 in FY 2024)Full year 2025 results: EPS: RM0.095 (up from RM0.091 in FY 2024). Revenue: RM4.29b (flat on FY 2024). Net income: RM133.8m (up 4.5% from FY 2024). Profit margin: 3.1% (up from 3.0% in FY 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Jan 23It's A Story Of Risk Vs Reward With Aeon Co. (M) Bhd. (KLSE:AEON)It's not a stretch to say that Aeon Co. (M) Bhd.'s ( KLSE:AEON ) price-to-earnings (or "P/E") ratio of 14.4x right now...
Price Target Changed • Jan 12Price target decreased by 8.0% to RM1.53Down from RM1.67, the current price target is an average from 8 analysts. New target price is 38% above last closing price of RM1.11. Stock is down 27% over the past year. The company is forecast to post earnings per share of RM0.10 for next year compared to RM0.091 last year.
Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: RM0.01 (vs RM0.013 in 3Q 2024)Third quarter 2025 results: EPS: RM0.01 (down from RM0.013 in 3Q 2024). Revenue: RM995.2m (flat on 3Q 2024). Net income: RM14.6m (down 22% from 3Q 2024). Profit margin: 1.5% (down from 1.9% in 3Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: RM0.009 (vs RM0.02 in 2Q 2024)Second quarter 2025 results: EPS: RM0.009 (down from RM0.02 in 2Q 2024). Revenue: RM999.6m (down 2.1% from 2Q 2024). Net income: RM12.3m (down 56% from 2Q 2024). Profit margin: 1.2% (down from 2.7% in 2Q 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Upcoming Dividend • May 28Upcoming dividend of RM0.045 per shareEligible shareholders must have bought the stock before 04 June 2025. Payment date: 19 June 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Malaysian dividend payers (5.6%). Lower than average of industry peers (3.8%).
お知らせ • May 22Aeon Co. (M) Bhd. Approves Final Dividend for the Financial Year Ended 31 December 2024Aeon Co. (M) Bhd. announced that at the AGM held on 22 May 2025, declared and approved the payment of a final dividend of 4.5 sen per ordinary share in respect of the financial year ended 31 December 2024.
分析記事 • Apr 30Aeon (M) Bhd's (KLSE:AEON) Strong Earnings Are Of Good QualityWhen companies post strong earnings, the stock generally performs well, just like Aeon Co. (M) Bhd.'s ( KLSE:AEON...
分析記事 • Apr 24Aeon (M) Bhd (KLSE:AEON) Is Paying Out A Larger Dividend Than Last YearThe board of Aeon Co. (M) Bhd. ( KLSE:AEON ) has announced that the dividend on 19th of June will be increased to...
Declared Dividend • Apr 24Dividend increased to RM0.045Dividend of RM0.045 is 13% higher than last year. Ex-date: 4th June 2025 Payment date: 19th June 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 22Aeon Co. (M) Bhd., Annual General Meeting, May 22, 2025Aeon Co. (M) Bhd., Annual General Meeting, May 22, 2025, at 14:00 Singapore Standard Time. Location: grand ballroom, level 2, intercontinental kuala lumpur, 165, jalan ampang, 50450 kuala lumpur, Malaysia
分析記事 • Mar 02Aeon Co. (M) Bhd. Just Missed Earnings - But Analysts Have Updated Their ModelsLast week saw the newest full-year earnings release from Aeon Co. (M) Bhd. ( KLSE:AEON ), an important milestone in the...
Reported Earnings • Feb 26Full year 2024 earnings released: EPS: RM0.091 (vs RM0.082 in FY 2023)Full year 2024 results: EPS: RM0.091 (up from RM0.082 in FY 2023). Revenue: RM4.26b (up 3.2% from FY 2023). Net income: RM128.0m (up 12% from FY 2023). Profit margin: 3.0% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25Aeon Co. (M) Bhd. Proposes Final Dividend in Respect of the Financial Year Ended 31 December 2024The Board of Directors of the Aeon Co. (M) Bhd. proposed a final dividend of 4.50 sen per ordinary share in respect of the financial year ended 31 December 2024 for the approval of the shareholders at the forthcoming Company's Fortieth Annual General Meeting. The proposed entitlement and payment dates for the final dividend shall be determined at a later date and announced accordingly.
お知らせ • Jan 08AEON CO. (M) BHD. Announces Legal UpdatesAEON CO. (M) BHD. provided update on Betanaz Properties Sdn. Bhd. Kuala Lumpur High Court Civil Suit against the Company. The Company counterclaim against Betanaz Properties Sdn. Bhd. and Ahmad Zaki Resources Berhad. Reference is made to the Company’s announcements on 3 March 2021, 30 March 2021, 22 October 2021, 12 May 2022 and 18 December 2024 pertaining to the legal suit received from Betanaz Properties Sdn. Bhd. [Company No. 201201025590 (1010080-V)] (“the Plaintiff”) in the High Court of Malaya in Kuala Lumpur. The Company announced that the Company had filed both the Notice of Appeal and the Stay Application for a stay of execution of the High Court decision on 23 December 2024. On 7 January 2025, the High Court had granted the Company a conditional stay with payment of the judgment sum amounting to MYR 18,678,255.27 to be made to Betanaz Properties Sdn Bhd (“Betanaz”)’s solicitors as stakeholders in an interest-bearing account and the legal costs for the sum of MYR 200,000 awarded to Betanaz and MYR 100,000 to Ahmad Zaki Resources Berhad, respectively, latest by 28 January 2025. The judgment by the High Court on 16 December 2024 will be stayed pending appeal at the Court of Appeal. The financial impact will be a cash outflow equal to the amount of the judgement. There is no operational impact to the Company.
分析記事 • Dec 31Aeon Co. (M) Bhd.'s (KLSE:AEON) Popularity With Investors Is ClearThere wouldn't be many who think Aeon Co. (M) Bhd.'s ( KLSE:AEON ) price-to-earnings (or "P/E") ratio of 16.1x is worth...
お知らせ • Dec 18Betanaz Properties Sdn. Bhd. Files Kuala Lumpur High Court Civil Suit Against the Aeon Co. (M) Bhd and the Company Counterclaim Against Betanaz Properties Sdn. Bhd. and Ahmad Zaki Resources BerhadBetanaz Properties Sdn. Bhd. filed Kuala Lumpur High Court Civil Suit against the Aeon Co. (M) Bhd. (Company) and the Company counterclaim against Betanaz Properties Sdn. Bhd. and Ahmad Zaki Resources Berhad Reference is made to the Company’s announcements on 3 March 2021, 30 March 2021, 22 October 2021 and 12 May 2022 pertaining to the legal suit received from Betanaz Properties Sdn. Bhd. [Company No. 201201025590 (1010080-V)] (“the Plaintiff”) in the High Court of Malaya in Kuala Lumpur. With regards to the Company’s announcement on 30 March 2021 whereby the Company, as the plaintiff, had announced the filing of a counterclaim against Betanaz Properties Sdn. Bhd. (“Betanaz”) as the first defendant, and Ahmad Zaki Resources Berhad [Company No. 199701017271 (432768-X)] (“AZRB”) as the second defendant (“Main Suit”), the Company had subsequently received an application by AZRB to strike out the Company’s counterclaim against AZRB. In furtherance to the Company’s announcement on 22 October 2021, the High Court judge had allowed AZRB’s application to strike out the Company’s counterclaim against AZRB on the basis that the bridge across the Kuantan River, connecting Bandar Kuantan to Bandar Putra, Tanjung Lumpur (“Bridge”) was completed and the Company’s counterclaim is not sustainable. Upon the advice of the Company’s legal counsel, the Company filed an appeal against the decision of the High Court to allow AZRB’s application to strike out the Company’s counterclaim against AZRB on 29 March 2021, on the basis that the Bridge was not completed on or before the expiry of the condition precedent period of the Tenancy Agreement dated 24 August 2017 and the Commercial Agreement dated 24 August 2017. Subsequently on the 9 May 2022, pursuant to the Company’s appeal against the High Court’s decision to allow AZRB’s application to strike out the Company’s counterclaim against AZRB, the Court of Appeal has decided in favor of the Company and subsequently, AZRB will be reinstated as a party to the Company’s counterclaim as the second defendant in the trial for the Main Suit. The Company wishes to announce that on 16 December 2024, the Learned High Court Judge decided, inter alia, that Company had breached the Tenancy Agreement by failing to honor its part of the bargain and being liable for the monthly rental payable to Betanaz. However, since there was an absence of compelling evidence to prove that the Company was bound to the 10 years Lease (Lease Annexure annexed to the Tenancy Agreement dated 24 August 2017), Betanaz’s claim was disallowed as it would be grossly unfair and unjust. Therefore, the High Court decision is as follows:- 1. for the Civil Suit WA-22NCVC-121-03/2021:- a) The claim on judgement sum of RM59,302,302.97 was not allowed; b) The claim on the final judgement for RM18,678,255.27 against the Company was allowed. c) Interest at the rate of 5% per annum on the sum of RM18,678,255.27 is allowed from 1 March 2021 until the full payment is paid; d) Costs of RM200,000.00 is to be paid by the Company to Betanaz within 45 days from 16 December 2024; e) Costs of RM100,000.00 is to be paid by the Company to AZRB within 45 days from 16 December 2024; f) The Company’s counterclaim against Betanaz and AZRB was dismissed; 2. For the Civil Suit WA-24NCvC-1254-07/2021, the Company’s originating summons against Betanaz was dismissed and a date for assessment of damages (arising from the ex-parte injunction order dated 9 February 2021 against Betanaz) will be fixed. The Company has been advised by its legal counsel and will be appealing against the High Court decision dated 16 December 2024 and also applying for a stay of execution of the said High Court decision. At this juncture, the Board is unable to ascertain the financial impact to the Company pending the outcome of the legal suit. If there is any further updates or development on the above suit, further announcement will be made in due course.
Reported Earnings • Nov 22Third quarter 2024 earnings released: EPS: RM0.013 (vs RM0.01 in 3Q 2023)Third quarter 2024 results: EPS: RM0.013 (up from RM0.01 in 3Q 2023). Revenue: RM1.00b (up 4.9% from 3Q 2023). Net income: RM18.8m (up 36% from 3Q 2023). Profit margin: 1.9% (up from 1.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 05Aeon (M) Bhd (KLSE:AEON) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe stock was sluggish on the back of Aeon Co. (M) Bhd.'s ( KLSE:AEON ) recent earnings report. We have done some...
Price Target Changed • Aug 30Price target increased by 15% to RM1.69Up from RM1.47, the current price target is an average from 7 analysts. New target price is 18% above last closing price of RM1.44. Stock is up 37% over the past year. The company is forecast to post earnings per share of RM0.11 for next year compared to RM0.082 last year.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: RM0.02 (vs RM0.022 in 2Q 2023)Second quarter 2024 results: EPS: RM0.02 (down from RM0.022 in 2Q 2023). Revenue: RM1.02b (down 1.2% from 2Q 2023). Net income: RM27.7m (down 8.3% from 2Q 2023). Profit margin: 2.7% (down from 2.9% in 2Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Retailing industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • Aug 12Here's Why Aeon (M) Bhd (KLSE:AEON) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Aug 05Now 20% undervaluedOver the last 90 days, the stock has risen 12% to RM1.29. The fair value is estimated to be RM1.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 6.3% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.
Upcoming Dividend • May 29Upcoming dividend of RM0.04 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Malaysian dividend payers (4.3%). Higher than average of industry peers (2.1%).
分析記事 • May 25Aeon (M) Bhd (KLSE:AEON) Has Affirmed Its Dividend Of MYR0.04Aeon Co. (M) Bhd. ( KLSE:AEON ) has announced that it will pay a dividend of MYR0.04 per share on the 20th of June...
お知らせ • May 25+ 1 more updateAeon Co. (M) Bhd. Announces Redesignation of Jenifer Thien Bit Leong from Independent and Non Executive Member of Risk Committee to Chairman of Risk CommitteeAeon Co. (M) Bhd. announced redesignation of Jenifer Thien Bit Leong from Independent and Non Executive Member of Risk Committee to Chairman of Risk Committee. Age: 56. Nationality: Malaysia. Date of change: 24 May 2024.Composition of Risk Committee(Name and Directorate of members after change): (i) Miss Jenifer Thien Bit Leong, Independent and Non-Executive Director (Chairman) (ii) Miss Chong Swee Ying, Non-Independent and Non-Executive Director (Member) (iii) Dato' Merina binti Abu Tahir, Independent and Non-Executive Director (Member) (iv) Encik Hisham Bin Zainal Mokhtar, Independent and Non-Executive Director (Member).
分析記事 • May 24There's No Escaping Aeon Co. (M) Bhd.'s (KLSE:AEON) Muted Earnings Despite A 31% Share Price RiseAeon Co. (M) Bhd. ( KLSE:AEON ) shareholders have had their patience rewarded with a 31% share price jump in the last...
お知らせ • May 24Aeon Co. (M) Bhd. Approves the Final Dividend for the Financial Year Ended 31 December 2023Aeon Co. (M) Bhd. approved the payment of a final dividend of 4.0 sen per ordinary share in respect of the financial year ended 31 December 2023, at the AGM held on May 23, 2024.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to RM1.39, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Consumer Retailing industry in Asia. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM1.48 per share.
分析記事 • May 21We Like These Underlying Return On Capital Trends At Aeon (M) Bhd (KLSE:AEON)If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Price Target Changed • May 17Price target increased by 9.2% to RM1.44Up from RM1.32, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of RM1.40. Stock is up 7.7% over the past year. The company is forecast to post earnings per share of RM0.10 for next year compared to RM0.082 last year.
Reported Earnings • Apr 26Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: RM0.082 (up from RM0.079 in FY 2022). Revenue: RM4.13b (flat on FY 2022). Net income: RM114.8m (up 3.2% from FY 2022). Profit margin: 2.8% (up from 2.7% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 25Dividend of RM0.04 announcedDividend of RM0.04 is the same as last year. Ex-date: 5th June 2024 Payment date: 20th June 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 24Aeon Co. (M) Bhd., Annual General Meeting, May 23, 2024Aeon Co. (M) Bhd., Annual General Meeting, May 23, 2024, at 10:00 Singapore Standard Time. Location: 12th Floor, Menara Symphony, No. 5, Jalan Prof. Khoo Kay Kim, Seksyen 13, 46200 Petaling Jaya Selangor Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 31 December 2023 together with the Reports of the Directors and Auditors thereon; to declare and approve the payment of a final dividend in respect of the financial year ended 31 December 2023; to approve the Directors' fees and benefits payable to the Non-Executive Directors for the period from 24 May 2024 until the conclusion of the next Annual General Meeting of the Company to be held in 2025; to re-elect the Directors who are retiring under Article 74 of the Articles of Association of the Company; and to consider other matters.
Buy Or Sell Opportunity • Apr 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to RM1.10. The fair value is estimated to be RM1.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
Buy Or Sell Opportunity • Mar 21Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at RM1.09. The fair value is estimated to be RM1.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
Reported Earnings • Feb 24Full year 2023 earnings released: EPS: RM0.082 (vs RM0.079 in FY 2022)Full year 2023 results: EPS: RM0.082 (up from RM0.079 in FY 2022). Revenue: RM4.13b (flat on FY 2022). Net income: RM114.8m (up 3.2% from FY 2022). Profit margin: 2.8% (up from 2.7% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Feb 23Aeon Co. (M) Bhd. Proposes Final Dividend in Respect of the Financial Year Ended 31 December 2023The Board of Directors of the Aeon Co. (M) Bhd. proposed a final dividend of 4.0 sen per ordinary share in respect of the financial year ended 31 December 2023 for the approval of the shareholders at the forthcoming Company's Thirty-Ninth Annual General Meeting.
お知らせ • Feb 20+ 1 more updateAeon Co. (M) Bhd. Announces Resignation of Keiji Ono as Executive Managing DirectorAeon Co. (M) Bhd. announced resignation of Mr. Keiji Ono as Executive Managing Director. Date of change is 29 February 2024. His Age is 50. Reason: To take up a higher job position assigned by AEON Japan.
お知らせ • Jan 19Aeon Co. (M) Bhd. Appoints Tan Ai Lee as Chief Financial Officer, Effective from January 21, 2024Aeon Co. (M) Bhd. announced the appointment of Miss Tan Ai Lee as Chief Financial Officer. Age 40, Date of change 21 January 2024. Qualifications Professional Qualification Accounting Association of Chartered Certified Accountants (ACCA) Fellow Member of Association of Chartered Certified Accountants (ACCA). Working experience and occupation: July 2023 - Current - Acting Chief Financial Officer, AEON CO. (M) BHD. January 2022 - July 2023 - Head of Business Finance, AEON CO. (M) BHD. May 2020 - January 2022 - Vice President Finance, Silverlake Symmetri (Malaysia) Sdn Bhd. January 2018 - March 2020 - Head of Management Reporting and Corporate Planning, Astro Group Services Sdn Bhd. June 2012 - December 2017 - Finance Business Partner, Assistant Vice President, Astro Group Services Sdn Bhd. April 2007 - May 2012 - Transaction Services Manager, PricewaterhouseCoopers Advisory Services Sdn Bhd. January 2004 - April 2007 - Senior Associate, PricewaterhouseCoopers Malaysia.
Price Target Changed • Nov 27Price target decreased by 8.7% to RM1.31Down from RM1.43, the current price target is an average from 8 analysts. New target price is 21% above last closing price of RM1.08. Stock is down 22% over the past year. The company is forecast to post earnings per share of RM0.084 for next year compared to RM0.079 last year.
Reported Earnings • Nov 25Third quarter 2023 earnings released: EPS: RM0.01 (vs RM0.008 in 3Q 2022)Third quarter 2023 results: EPS: RM0.01 (up from RM0.008 in 3Q 2022). Revenue: RM955.9m (down 2.7% from 3Q 2022). Net income: RM13.8m (up 27% from 3Q 2022). Profit margin: 1.4% (up from 1.1% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.6% Last year net profit margin: 3.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.6% net profit margin).
お知らせ • Aug 23Aeon Co. (M) Bhd. Reports Fixed Assets Written Off for the Quarter Ended June 30, 2023Aeon Co. (M) Bhd. reported Fixed assets written off for the quarter ended June 30, 2023. For the quarter, the company reported fixed assets written off of MYR 0.1 million.
Price Target Changed • Aug 23Price target decreased by 8.7% to RM1.51Down from RM1.65, the current price target is an average from 8 analysts. New target price is 33% above last closing price of RM1.13. Stock is down 20% over the past year. The company is forecast to post earnings per share of RM0.093 for next year compared to RM0.079 last year.
お知らせ • Jun 24Aeon Co. (M) Bhd. Announces Resignation of Grace Lee Hwee Ling as Chief Financial OfficerAeon Co. (M) Bhd. announced Resignation of Dr Grace Lee Hwee Ling, age 47 as Chief Financial Officer. Accounting Certified Practising Accountant Australia & Association of International Certified Professional Accountants Australian Fellow of Certified Practising Accountant (Fcpa Aust.) & International Certified Professional Accountant (ICPA) Information System & Governance of Enterprise Information Technology Information Systems Audit and Control Association Certified Information Systems Auditor (Cisa, Us) & Certified in the Governance of Enterprise It (Cgeit, Us) Business Administration Elm-Graduate School - Help University Business Administration Charles Sturt University, Australia Accounting and Finance Curtin University, Australia.
Upcoming Dividend • May 23Upcoming dividend of RM0.04 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Malaysian dividend payers (5.3%). Higher than average of industry peers (1.9%).
Reported Earnings • May 19First quarter 2023 earnings released: EPS: RM0.027 (vs RM0.02 in 1Q 2022)First quarter 2023 results: EPS: RM0.027 (up from RM0.02 in 1Q 2022). Revenue: RM1.11b (up 11% from 1Q 2022). Net income: RM38.2m (up 36% from 1Q 2022). Profit margin: 3.5% (up from 2.8% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18+ 10 more updatesAeon Co. (M) Bhd. Appoints Miss Jenifer Thien Bit Leong as Independent and Non Executive DirectorAeon Co. (M) Bhd. appointed MISS JENIFER THIEN BIT LEONG as Independent and Non Executive Director. Date of change 18 May 2023. Age 55. Gender Female. Nationality Malaysia. Working experience and occupation: 1994 - 2019 Global Chief Procurement Office of Mars Inc. 1989 - 1994 R&D Manager of Cadbury Confectionery 1989 Researcher of Sime Darby Plantations.
分析記事 • May 18Aeon (M) Bhd (KLSE:AEON) Has Announced That It Will Be Increasing Its Dividend To MYR0.04Aeon Co. (M) Bhd. ( KLSE:AEON ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • May 18+ 10 more updatesAeon Co. (M) Bhd. Announces Appointment of Miss Jenifer Thien Bit Leong as Independent and Non Executive Member of Risk CommitteeAeon Co. (M) Bhd. announced Appointment of Miss Jenifer Thien Bit Leong, age 55 as Independent and Non Executive Member of Risk Committee. Date of change is 18 May 2023. Composition of Risk Committee (Name and Directorate of members after change); Miss Chong Swee Ying, Non-Independent and Non-Executive Director (Chairman), Miss Jenifer Thien Bit Leong, Independent and Non-Executive Director (Member), Dato' Merina binti Abu Tahir, Independent and Non-Executive Director (Member), Encik Hisham Bin Zainal Mokhtar, Independent and Non-Executive Director (Member).
Reported Earnings • Apr 20Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: RM0.079 (up from RM0.061 in FY 2021). Revenue: RM4.14b (up 14% from FY 2021). Net income: RM111.2m (up 30% from FY 2021). Profit margin: 2.7% (up from 2.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Consumer Retailing industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Mar 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Zaida Khalida Shaari was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 23Full year 2022 earnings released: EPS: RM0.079 (vs RM0.061 in FY 2021)Full year 2022 results: EPS: RM0.079 (up from RM0.061 in FY 2021). Revenue: RM4.14b (up 14% from FY 2021). Net income: RM111.2m (up 30% from FY 2021). Profit margin: 2.7% (up from 2.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Multiline Retail industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 24Third quarter 2022 earnings released: EPS: RM0.008 (vs RM0.013 loss in 3Q 2021)Third quarter 2022 results: EPS: RM0.008 (up from RM0.013 loss in 3Q 2021). Revenue: RM982.0m (up 31% from 3Q 2021). Net income: RM10.9m (up RM29.6m from 3Q 2021). Profit margin: 1.1% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Multiline Retail industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 25Second quarter 2022 earnings released: EPS: RM0.034 (vs RM0.008 in 2Q 2021)Second quarter 2022 results: EPS: RM0.034 (up from RM0.008 in 2Q 2021). Revenue: RM1.10b (up 25% from 2Q 2021). Net income: RM47.3m (up 334% from 2Q 2021). Profit margin: 4.3% (up from 1.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 42% growth forecast for the Multiline Retail industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Major Estimate Revision • Aug 24Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from RM0.08 to RM0.09. Revenue forecast unchanged at RM4.18b. Net income forecast to grow 26% next year vs 8.6% growth forecast for Multiline Retail industry in Malaysia. Consensus price target up from RM1.68 to RM1.76. Share price fell 2.7% to RM1.42 over the past week.
お知らせ • Aug 24Aeon Co. (M) Bhd. Reports Fixed Assets Written Off for the Second Quarter Ended June 30, 2022Aeon Co. (M) Bhd. reported Fixed assets written off for the second quarter ended June 30, 2022. For the quarter, the company reported Fixed assets written off of MYR 0.5 million.
Board Change • Jul 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Non Independent & Non Executive Director Swee Ying Chong was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 11+ 9 more updatesAeon Co. (M) Bhd. Appoints Zaida Khalida Binti Shaari as Independent and Non Executive Director, Effective July 1, 2022Aeon Co. (M) Bhd. appointed Zaida Khalida Binti Shaari as Independent and Non Executive Director. Date of change is 01 July 2022. Professional Qualification: Law from The Honourable Society of Gray's Inn, United Kingdom. Masters in Business Administration from University of Strathclyde, United Kingdom. Degree in Law from University of Warwick, United Kingdom. Working experience: From June 2020 - Current: Chief Executive Officer of Yayasan Amir. January 2007 - January 2019: Executive Director, Investments of Khazanah Nasional Berhad. July 1996 - August 2006: Head of Legal and Company Secretary at Permodalan Nasional Berhad. July 1990 - June 1996: Legal Assistant of Messrs. Zain & Co.
