View Financial HealthAlcom Group Berhad 配当と自社株買い配当金 基準チェック /06Alcom Group Berhad現在配当金を支払っていません。主要情報0%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長-2.2%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新Upcoming Dividend • Jul 01Upcoming dividend of RM0.03 per shareEligible shareholders must have bought the stock before 08 July 2025. Payment date: 25 July 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (5.6%). Higher than average of industry peers (1.9%).分析記事 • Jun 26Alcom Group Berhad (KLSE:ALCOM) Will Pay A Smaller Dividend Than Last YearAlcom Group Berhad ( KLSE:ALCOM ) has announced that on 25th of July, it will be paying a dividend ofMYR0.03, which a...お知らせ • Jun 26Alcom Group Berhad Approves First and Final Single-Tier Dividend in Respect of the Financial Year Ended 31 December 2024Alcom Group Berhad approved first and final single-tier dividend of 3.0 sen per share in respect of the financial year ended 31 December 2024.分析記事 • Apr 27Alcom Group Berhad (KLSE:ALCOM) Has Announced That Its Dividend Will Be Reduced To MYR0.03Alcom Group Berhad ( KLSE:ALCOM ) is reducing its dividend from last year's comparable payment to MYR0.03 on the 25th...Declared Dividend • Apr 26Dividend reduced to RM0.03Dividend of RM0.03 is 25% lower than last year. Ex-date: 8th July 2025 Payment date: 25th July 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Feb 26Alcom Group Berhad Recommends First and Final Single-Tier Dividend for the Financial Year Ended December 31, 2024The Board of Directors of Alcom Group Berhad recommended a first and final single-tier dividend of 3.0 sen per share in respect of the financial year ended December 31, 2024.すべての更新を表示Recent updatesお知らせ • Apr 27Alcom Group Berhad, Annual General Meeting, Jun 25, 2026Alcom Group Berhad, Annual General Meeting, Jun 25, 2026, at 10:00 Singapore Standard Time. Location: seminar room 1, kelab golf negara subang, jalan ss 7/2, kelana jaya, 47301 petaling jaya, selangor darul ehsan, MalaysiaNew Risk • Mar 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 8.0% 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 Debt is not well covered by operating cash flow (3.3% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 40% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Market cap is less than US$100m (RM96.7m market cap, or US$24.6m).Reported Earnings • Feb 26Full year 2025 earnings released: RM0.26 loss per share (vs RM0.029 loss in FY 2024)Full year 2025 results: RM0.26 loss per share (further deteriorated from RM0.029 loss in FY 2024). Revenue: RM551.8m (down 11% from FY 2024). Net loss: RM35.4m (loss widened RM31.5m from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 121 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 26Third quarter 2025 earnings released: RM0.088 loss per share (vs RM0.019 loss in 3Q 2024)Third quarter 2025 results: RM0.088 loss per share (further deteriorated from RM0.019 loss in 3Q 2024). Revenue: RM107.7m (down 32% from 3Q 2024). Net loss: RM11.9m (loss widened 375% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.New Risk • Aug 28New major risk - Revenue and earnings growthEarnings have declined by 9.8% per year over the past 5 years. 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 profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings 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 Risks Debt is not well covered by operating cash flow (4.6% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 9.8% per year over the past 5 years. Minor Risk Market cap is less than US$100m (RM102.8m market cap, or US$24.3m).Upcoming Dividend • Jul 01Upcoming dividend of RM0.03 per shareEligible shareholders must have bought the stock before 08 July 2025. Payment date: 25 July 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (5.6%). Higher than average of industry peers (1.9%).分析記事 • Jun 26Alcom Group Berhad (KLSE:ALCOM) Will Pay A Smaller Dividend Than Last YearAlcom Group Berhad ( KLSE:ALCOM ) has announced that on 25th of July, it will be paying a dividend ofMYR0.03, which a...お知らせ • Jun 26Alcom Group Berhad Approves First and Final Single-Tier Dividend in Respect of the Financial Year Ended 31 December 2024Alcom Group Berhad approved first and final single-tier dividend of 3.0 sen per share in respect of the financial year ended 31 December 2024.分析記事 • May 26Alcom Group Berhad's (KLSE:ALCOM) Shares Climb 27% But Its Business Is Yet to Catch UpAlcom Group Berhad ( KLSE:ALCOM ) shareholders would be excited to see that the share price has had a great month...New Risk • May 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 9.3% 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 Interest payments are not well covered by earnings (0.6x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Market cap is less than US$100m (RM97.4m market cap, or US$23.0m).Reported Earnings • May 01Full year 2024 earnings released: RM0.029 loss per share (vs RM0.13 profit in FY 2023)Full year 2024 results: RM0.029 loss per share (down from RM0.13 profit in FY 2023). Revenue: RM619.6m (down 7.5% from FY 2023). Net loss: RM3.93m (down 124% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.分析記事 • Apr 27Alcom Group Berhad (KLSE:ALCOM) Has Announced That Its Dividend Will Be Reduced To MYR0.03Alcom Group Berhad ( KLSE:ALCOM ) is reducing its dividend from last year's comparable payment to MYR0.03 on the 25th...Declared Dividend • Apr 26Dividend reduced to RM0.03Dividend of RM0.03 is 25% lower than last year. Ex-date: 8th July 2025 Payment date: 25th July 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Apr 24Alcom Group Berhad, Annual General Meeting, Jun 26, 2025Alcom Group Berhad, Annual General Meeting, Jun 26, 2025, at 10:00 Singapore Standard Time. Location: ballroom i, main wing, tropicana golf and country resort club, jalan kelab tropicana, 47410, selangor darul ehsan, petaling jaya MalaysiaBoard Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. Executive Director Teck Goh was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Feb 28Full year 2024 earnings released: RM0.029 loss per share (vs RM0.13 profit in FY 2023)Full year 2024 results: RM0.029 loss per share (down from RM0.13 profit in FY 2023). Revenue: RM619.6m (down 6.1% from FY 2023). Net loss: RM3.92m (down 123% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Feb 26Alcom Group Berhad Recommends First and Final Single-Tier Dividend for the Financial Year Ended December 31, 2024The Board of Directors of Alcom Group Berhad recommended a first and final single-tier dividend of 3.0 sen per share in respect of the financial year ended December 31, 2024.Buy Or Sell Opportunity • Feb 04Now 20% overvaluedOver the last 90 days, the stock has fallen 9.7% to RM0.70. The fair value is estimated to be RM0.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jan 17Now 20% overvaluedOver the last 90 days, the stock has fallen 12% to RM0.69. The fair value is estimated to be RM0.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Nov 27Third quarter 2024 earnings released: RM0.019 loss per share (vs RM0.046 profit in 3Q 2023)Third quarter 2024 results: RM0.019 loss per share (down from RM0.046 profit in 3Q 2023). Revenue: RM158.5m (up 7.4% from 3Q 2023). Net loss: RM2.50m (down 141% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian 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 Interest payments are not well covered by earnings (1.8x net interest cover). High level of non-cash earnings (44% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (RM104.1m market cap, or US$23.2m).分析記事 • Sep 03Alcom Group Berhad's (KLSE:ALCOM) Shareholders Have More To Worry About Than Only Soft EarningsLast week's earnings announcement from Alcom Group Berhad ( KLSE:ALCOM ) was disappointing to investors, with a...New Risk • Aug 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (44% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (RM104.8m market cap, or US$24.2m).Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.009 (vs RM0.026 in 2Q 2023)Second quarter 2024 results: EPS: RM0.009 (down from RM0.026 in 2Q 2023). Revenue: RM141.5m (down 21% from 2Q 2023). Net income: RM1.20m (down 66% from 2Q 2023). Profit margin: 0.8% (down from 2.0% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jul 02Upcoming dividend of RM0.04 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 26 July 2024. Trailing yield: 4.7%. Within top quartile of Malaysian dividend payers (4.6%). Higher than average of industry peers (1.5%).Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: RM0.002 (vs RM0.051 in 1Q 2023)First quarter 2024 results: EPS: RM0.002 (down from RM0.051 in 1Q 2023). Revenue: RM136.3m (down 27% from 1Q 2023). Net income: RM269.0k (down 96% from 1Q 2023). Profit margin: 0.2% (down from 3.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.お知らせ • Apr 28Alcom Group Berhad, Annual General Meeting, Jun 19, 2024Alcom Group Berhad, Annual General Meeting, Jun 19, 2024, at 10:00 Singapore Standard Time. Location: Board Room, B-01-16, EmHub, Persiaran Surian, Seksyen 3, Kota Damansara, 47810 Petaling Jaya SELANGOR DARUL EHSAN Malaysia Agenda: To consider and approve the Audited Financial Statements of the Group and of the Company for the financial year ended 31 December 2023; to consider and approve the final dividend; to consider and approve the election of Director; to consider and approve the re-appointment of the KPMG PLT as Auditors of the Company; and to consider and approve any other matters.分析記事 • Apr 28Alcom Group Berhad (KLSE:ALCOM) Has Announced That It Will Be Increasing Its Dividend To MYR0.04Alcom Group Berhad's ( KLSE:ALCOM ) dividend will be increasing from last year's payment of the same period to MYR0.04...Declared Dividend • Apr 27Dividend of RM0.04 announcedShareholders will receive a dividend of RM0.04. Ex-date: 9th July 2024 Payment date: 26th July 2024 Dividend yield will be 4.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 29Alcom Group Berhad Proposes First and Final Single-Tier Dividend in Respect of the Financial Year Ended 31 December 2023The Board of Directors of Alcom Group Berhad recommended a first and final single-tier dividend of 4.0 sen per share in respect of the financial year ended 31 December 2023. The aforesaid dividend is subject to shareholders' approval at the forthcoming Sixth Annual General Meeting of the Company.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: RM0.12 (vs RM0.58 in FY 2022)Full year 2023 results: EPS: RM0.12 (down from RM0.58 in FY 2022). Revenue: RM660.2m (down 32% from FY 2022). Net income: RM16.0m (down 79% from FY 2022). Profit margin: 2.4% (down from 7.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: RM0.046 (vs RM0.14 in 3Q 2022)Third quarter 2023 results: EPS: RM0.046 (down from RM0.14 in 3Q 2022). Revenue: RM147.5m (down 42% from 3Q 2022). Net income: RM6.15m (down 66% from 3Q 2022). Profit margin: 4.2% (down from 7.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: RM0.026 (vs RM0.15 in 2Q 2022)Second quarter 2023 results: EPS: RM0.026 (down from RM0.15 in 2Q 2022). Revenue: RM179.0m (down 30% from 2Q 2022). Net income: RM3.50m (down 82% from 2Q 2022). Profit margin: 2.0% (down from 7.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 04Upcoming dividend of RM0.025 per share at 3.0% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 28 July 2023. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Malaysian dividend payers (5.4%). Higher than average of industry peers (1.8%).Reported Earnings • Jun 02First quarter 2023 earnings released: EPS: RM0.051 (vs RM0.16 in 1Q 2022)First quarter 2023 results: EPS: RM0.051 (down from RM0.16 in 1Q 2022). Revenue: RM186.5m (down 26% from 1Q 2022). Net income: RM6.81m (down 68% from 1Q 2022). Profit margin: 3.7% (down from 8.5% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 28Alcom Group Berhad (KLSE:ALCOM) Has Announced A Dividend Of MYR0.025Alcom Group Berhad ( KLSE:ALCOM ) will pay a dividend of MYR0.025 on the 28th of July. Based on this payment, the...Reported Earnings • Mar 02Full year 2022 earnings released: EPS: RM0.58 (vs RM0.24 in FY 2021)Full year 2022 results: EPS: RM0.58 (up from RM0.24 in FY 2021). Revenue: RM976.0m (up 63% from FY 2021). Net income: RM77.7m (up 139% from FY 2021). Profit margin: 8.0% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 01+ 1 more updateAlcom Group Berhad Announces Retirement of Tan Bee Keng as Company SecretaryAlcom Group Berhad announced the retirement of Tan Bee Keng as Company Secretary. Date Of Change: 31 January 2023.お知らせ • Jan 03Alcom Group Berhad Announces the Resignation of Dato' Eng Kim Liong as Executive DirectorAlcom Group Berhad announced the resignation of Dato' Eng Kim Liong, aged 58, as executive director of the company with effect from December 31, 2022. Reason: To pursue his other interests.Reported Earnings • Dec 03Third quarter 2022 earnings released: EPS: RM0.14 (vs RM0.051 in 3Q 2021)Third quarter 2022 results: EPS: RM0.14 (up from RM0.051 in 3Q 2021). Revenue: RM255.1m (up 96% from 3Q 2021). Net income: RM18.3m (up 166% from 3Q 2021). Profit margin: 7.2% (up from 5.3% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: RM0.15 (vs RM0.059 in 2Q 2021)Second quarter 2022 results: EPS: RM0.15 (up from RM0.059 in 2Q 2021). Revenue: RM255.4m (up 75% from 2Q 2021). Net income: RM19.8m (up 152% from 2Q 2021). Profit margin: 7.8% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 05Upcoming dividend of RM0.025 per shareEligible shareholders must have bought the stock before 12 July 2022. Payment date: 29 July 2022. Trailing yield: 3.1%. Lower than top quartile of Malaysian dividend payers (5.0%). Higher than average of industry peers (1.8%).分析記事 • Jun 02Alcom Group Berhad (KLSE:ALCOM) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Jun 01First quarter 2022 earnings released: EPS: RM0.16 (vs RM0.055 in 1Q 2021)First quarter 2022 results: EPS: RM0.16 (up from RM0.055 in 1Q 2021). Revenue: RM253.3m (up 81% from 1Q 2021). Net income: RM21.4m (up 190% from 1Q 2021). Profit margin: 8.5% (up from 5.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27Alcom Group Berhad Announces First and Final Single-Tier Dividend for Financial Year Ended 31 December 2021, Payable on 29 July 2022Alcom Group Berhad announced a first and final single-tier dividend of 2.5 sen per share in respect of the financial year ended 31 December 2021. Payment Date is 29 July 2022. Ex-Date is 12 July 2022.お知らせ • Apr 23+ 1 more updateAlcom Group Berhad Appoints Gan Kwang Siang as Principal OfficeAlcom Group Berhad announced the appointment of GAN KWANG SIANG as Principal Officer. Date of change is 22 April 2022.お知らせ • Mar 01Alcom Group Berhad Appoints Goh Teck Hong as Executive Director, Effective from March 01, 2022Alcom Group Berhad appointed Mr. Goh Teck Hong as Executive Director, effective from March 01, 2022.分析記事 • Feb 28We Think That There Are Issues Underlying Alcom Group Berhad's (KLSE:ALCOM) EarningsAlcom Group Berhad's ( KLSE:ALCOM ) robust earnings report didn't manage to move the market for its stock. Our analysis...お知らせ • Feb 22Alcom Group Berhad Recommends First and Final Single-Tier Dividend for Financial Year Ended 31 December 2021The Board of Directors of Alcom Group Berhad recommend a first and final single-tier dividend of 2.5 sen per share in respect of the financial year ended 31 December 2021. The aforesaid dividend is subject to shareholders' approval at the forthcoming Fourth Annual General Meeting of the Company.Reported Earnings • Feb 22Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: RM0.24 (up from RM0.01 in FY 2020). Revenue: RM599.0m (up 89% from FY 2020). Net income: RM32.5m (up RM31.2m from FY 2020). Profit margin: 5.4% (up from 0.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: RM0.051 (up from RM0.016 loss in 3Q 2020). Revenue: RM130.1m (up 84% from 3Q 2020). Net income: RM6.88m (up RM9.02m from 3Q 2020). Profit margin: 5.3% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 22% share price gain to RM1.01, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 8x in the Metals and Mining industry in Malaysia. Total returns to shareholders of 71% over the past three years.分析記事 • Oct 11Alcom Group Berhad (KLSE:ALCOM) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to RM1.01, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 9x in the Metals and Mining industry in Malaysia. Total returns to shareholders of 55% over the past three years.Board Change • Sep 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Senior Independent Non-Executive Chairman Subahan Bin Kamal was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.分析記事 • Sep 01Alcom Group Berhad (KLSE:ALCOM) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS RM0.059 (vs RM0.032 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: RM145.7m (up 167% from 2Q 2020). Net income: RM7.88m (up RM12.2m from 2Q 2020). Profit margin: 5.4% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.Reported Earnings • May 27First quarter 2021 earnings released: EPS RM0.055 (vs RM0.017 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: RM139.8m (up 72% from 1Q 2020). Net income: RM7.40m (up RM9.72m from 1Q 2020). Profit margin: 5.3% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue.分析記事 • Apr 28These 4 Measures Indicate That Alcom Group Berhad (KLSE:ALCOM) Is Using Debt In A Risky WayThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 21Earnings Not Telling The Story For Alcom Group Berhad (KLSE:ALCOM) After Shares Rise 27%Alcom Group Berhad ( KLSE:ALCOM ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Feb 26Full year 2020 earnings released: EPS RM0.01 (vs RM0.002 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: RM316.4m (down 15% from FY 2019). Net income: RM1.32m (up 307% from FY 2019). Profit margin: 0.4% (up from 0.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 120 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 24New 90-day high: RM0.73The company is up 32% from its price of RM0.56 on 26 November 2020. The Malaysian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 43% over the same period.分析記事 • Feb 21What We Make Of Alcom Group Berhad's (KLSE:ALCOM) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Dec 31Is Alcom Group Berhad (KLSE:ALCOM) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Nov 25Third quarter 2020 earnings released: RM0.016 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: RM70.7m (down 21% from 3Q 2019). Net loss: RM2.14m (down RM2.57m from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 127% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 17New 90-day high: RM0.50The company is up 19% from its price of RM0.42 on 19 August 2020. The Malaysian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 24% over the same period.Is New 90 Day High Low • Oct 20New 90-day high: RM0.46The company is up 19% from its price of RM0.39 on 22 July 2020. The Malaysian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period.決済の安定と成長配当データの取得安定した配当: ALCOMの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: ALCOMの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Alcom Group Berhad 配当利回り対市場ALCOM 配当利回りは市場と比べてどうか?セグメント配当利回り会社 (ALCOM)0%市場下位25% (MY)2.1%市場トップ25% (MY)5.5%業界平均 (Metals and Mining)1.3%アナリスト予想 (ALCOM) (最長3年)n/a注目すべき配当: ALCOMは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: ALCOMは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: ALCOM MY市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: ALCOMが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YMY 市場の強力な配当支払い企業。View Management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2026/05/21 20:48終値2026/05/21 00:00収益2025/12/31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Alcom Group Berhad 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
Upcoming Dividend • Jul 01Upcoming dividend of RM0.03 per shareEligible shareholders must have bought the stock before 08 July 2025. Payment date: 25 July 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (5.6%). Higher than average of industry peers (1.9%).
分析記事 • Jun 26Alcom Group Berhad (KLSE:ALCOM) Will Pay A Smaller Dividend Than Last YearAlcom Group Berhad ( KLSE:ALCOM ) has announced that on 25th of July, it will be paying a dividend ofMYR0.03, which a...
お知らせ • Jun 26Alcom Group Berhad Approves First and Final Single-Tier Dividend in Respect of the Financial Year Ended 31 December 2024Alcom Group Berhad approved first and final single-tier dividend of 3.0 sen per share in respect of the financial year ended 31 December 2024.
分析記事 • Apr 27Alcom Group Berhad (KLSE:ALCOM) Has Announced That Its Dividend Will Be Reduced To MYR0.03Alcom Group Berhad ( KLSE:ALCOM ) is reducing its dividend from last year's comparable payment to MYR0.03 on the 25th...
Declared Dividend • Apr 26Dividend reduced to RM0.03Dividend of RM0.03 is 25% lower than last year. Ex-date: 8th July 2025 Payment date: 25th July 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Feb 26Alcom Group Berhad Recommends First and Final Single-Tier Dividend for the Financial Year Ended December 31, 2024The Board of Directors of Alcom Group Berhad recommended a first and final single-tier dividend of 3.0 sen per share in respect of the financial year ended December 31, 2024.
お知らせ • Apr 27Alcom Group Berhad, Annual General Meeting, Jun 25, 2026Alcom Group Berhad, Annual General Meeting, Jun 25, 2026, at 10:00 Singapore Standard Time. Location: seminar room 1, kelab golf negara subang, jalan ss 7/2, kelana jaya, 47301 petaling jaya, selangor darul ehsan, Malaysia
New Risk • Mar 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 8.0% 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 Debt is not well covered by operating cash flow (3.3% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 40% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Market cap is less than US$100m (RM96.7m market cap, or US$24.6m).
Reported Earnings • Feb 26Full year 2025 earnings released: RM0.26 loss per share (vs RM0.029 loss in FY 2024)Full year 2025 results: RM0.26 loss per share (further deteriorated from RM0.029 loss in FY 2024). Revenue: RM551.8m (down 11% from FY 2024). Net loss: RM35.4m (loss widened RM31.5m from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 121 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 26Third quarter 2025 earnings released: RM0.088 loss per share (vs RM0.019 loss in 3Q 2024)Third quarter 2025 results: RM0.088 loss per share (further deteriorated from RM0.019 loss in 3Q 2024). Revenue: RM107.7m (down 32% from 3Q 2024). Net loss: RM11.9m (loss widened 375% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
New Risk • Aug 28New major risk - Revenue and earnings growthEarnings have declined by 9.8% per year over the past 5 years. 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 profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings 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 Risks Debt is not well covered by operating cash flow (4.6% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 9.8% per year over the past 5 years. Minor Risk Market cap is less than US$100m (RM102.8m market cap, or US$24.3m).
Upcoming Dividend • Jul 01Upcoming dividend of RM0.03 per shareEligible shareholders must have bought the stock before 08 July 2025. Payment date: 25 July 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (5.6%). Higher than average of industry peers (1.9%).
分析記事 • Jun 26Alcom Group Berhad (KLSE:ALCOM) Will Pay A Smaller Dividend Than Last YearAlcom Group Berhad ( KLSE:ALCOM ) has announced that on 25th of July, it will be paying a dividend ofMYR0.03, which a...
お知らせ • Jun 26Alcom Group Berhad Approves First and Final Single-Tier Dividend in Respect of the Financial Year Ended 31 December 2024Alcom Group Berhad approved first and final single-tier dividend of 3.0 sen per share in respect of the financial year ended 31 December 2024.
分析記事 • May 26Alcom Group Berhad's (KLSE:ALCOM) Shares Climb 27% But Its Business Is Yet to Catch UpAlcom Group Berhad ( KLSE:ALCOM ) shareholders would be excited to see that the share price has had a great month...
New Risk • May 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 9.3% 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 Interest payments are not well covered by earnings (0.6x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Market cap is less than US$100m (RM97.4m market cap, or US$23.0m).
Reported Earnings • May 01Full year 2024 earnings released: RM0.029 loss per share (vs RM0.13 profit in FY 2023)Full year 2024 results: RM0.029 loss per share (down from RM0.13 profit in FY 2023). Revenue: RM619.6m (down 7.5% from FY 2023). Net loss: RM3.93m (down 124% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 27Alcom Group Berhad (KLSE:ALCOM) Has Announced That Its Dividend Will Be Reduced To MYR0.03Alcom Group Berhad ( KLSE:ALCOM ) is reducing its dividend from last year's comparable payment to MYR0.03 on the 25th...
Declared Dividend • Apr 26Dividend reduced to RM0.03Dividend of RM0.03 is 25% lower than last year. Ex-date: 8th July 2025 Payment date: 25th July 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Apr 24Alcom Group Berhad, Annual General Meeting, Jun 26, 2025Alcom Group Berhad, Annual General Meeting, Jun 26, 2025, at 10:00 Singapore Standard Time. Location: ballroom i, main wing, tropicana golf and country resort club, jalan kelab tropicana, 47410, selangor darul ehsan, petaling jaya Malaysia
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. Executive Director Teck Goh was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Feb 28Full year 2024 earnings released: RM0.029 loss per share (vs RM0.13 profit in FY 2023)Full year 2024 results: RM0.029 loss per share (down from RM0.13 profit in FY 2023). Revenue: RM619.6m (down 6.1% from FY 2023). Net loss: RM3.92m (down 123% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 26Alcom Group Berhad Recommends First and Final Single-Tier Dividend for the Financial Year Ended December 31, 2024The Board of Directors of Alcom Group Berhad recommended a first and final single-tier dividend of 3.0 sen per share in respect of the financial year ended December 31, 2024.
Buy Or Sell Opportunity • Feb 04Now 20% overvaluedOver the last 90 days, the stock has fallen 9.7% to RM0.70. The fair value is estimated to be RM0.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jan 17Now 20% overvaluedOver the last 90 days, the stock has fallen 12% to RM0.69. The fair value is estimated to be RM0.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Nov 27Third quarter 2024 earnings released: RM0.019 loss per share (vs RM0.046 profit in 3Q 2023)Third quarter 2024 results: RM0.019 loss per share (down from RM0.046 profit in 3Q 2023). Revenue: RM158.5m (up 7.4% from 3Q 2023). Net loss: RM2.50m (down 141% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian 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 Interest payments are not well covered by earnings (1.8x net interest cover). High level of non-cash earnings (44% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (RM104.1m market cap, or US$23.2m).
分析記事 • Sep 03Alcom Group Berhad's (KLSE:ALCOM) Shareholders Have More To Worry About Than Only Soft EarningsLast week's earnings announcement from Alcom Group Berhad ( KLSE:ALCOM ) was disappointing to investors, with a...
New Risk • Aug 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (44% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (RM104.8m market cap, or US$24.2m).
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.009 (vs RM0.026 in 2Q 2023)Second quarter 2024 results: EPS: RM0.009 (down from RM0.026 in 2Q 2023). Revenue: RM141.5m (down 21% from 2Q 2023). Net income: RM1.20m (down 66% from 2Q 2023). Profit margin: 0.8% (down from 2.0% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jul 02Upcoming dividend of RM0.04 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 26 July 2024. Trailing yield: 4.7%. Within top quartile of Malaysian dividend payers (4.6%). Higher than average of industry peers (1.5%).
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: RM0.002 (vs RM0.051 in 1Q 2023)First quarter 2024 results: EPS: RM0.002 (down from RM0.051 in 1Q 2023). Revenue: RM136.3m (down 27% from 1Q 2023). Net income: RM269.0k (down 96% from 1Q 2023). Profit margin: 0.2% (down from 3.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
お知らせ • Apr 28Alcom Group Berhad, Annual General Meeting, Jun 19, 2024Alcom Group Berhad, Annual General Meeting, Jun 19, 2024, at 10:00 Singapore Standard Time. Location: Board Room, B-01-16, EmHub, Persiaran Surian, Seksyen 3, Kota Damansara, 47810 Petaling Jaya SELANGOR DARUL EHSAN Malaysia Agenda: To consider and approve the Audited Financial Statements of the Group and of the Company for the financial year ended 31 December 2023; to consider and approve the final dividend; to consider and approve the election of Director; to consider and approve the re-appointment of the KPMG PLT as Auditors of the Company; and to consider and approve any other matters.
分析記事 • Apr 28Alcom Group Berhad (KLSE:ALCOM) Has Announced That It Will Be Increasing Its Dividend To MYR0.04Alcom Group Berhad's ( KLSE:ALCOM ) dividend will be increasing from last year's payment of the same period to MYR0.04...
Declared Dividend • Apr 27Dividend of RM0.04 announcedShareholders will receive a dividend of RM0.04. Ex-date: 9th July 2024 Payment date: 26th July 2024 Dividend yield will be 4.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 36% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 29Alcom Group Berhad Proposes First and Final Single-Tier Dividend in Respect of the Financial Year Ended 31 December 2023The Board of Directors of Alcom Group Berhad recommended a first and final single-tier dividend of 4.0 sen per share in respect of the financial year ended 31 December 2023. The aforesaid dividend is subject to shareholders' approval at the forthcoming Sixth Annual General Meeting of the Company.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: RM0.12 (vs RM0.58 in FY 2022)Full year 2023 results: EPS: RM0.12 (down from RM0.58 in FY 2022). Revenue: RM660.2m (down 32% from FY 2022). Net income: RM16.0m (down 79% from FY 2022). Profit margin: 2.4% (down from 7.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: RM0.046 (vs RM0.14 in 3Q 2022)Third quarter 2023 results: EPS: RM0.046 (down from RM0.14 in 3Q 2022). Revenue: RM147.5m (down 42% from 3Q 2022). Net income: RM6.15m (down 66% from 3Q 2022). Profit margin: 4.2% (down from 7.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: RM0.026 (vs RM0.15 in 2Q 2022)Second quarter 2023 results: EPS: RM0.026 (down from RM0.15 in 2Q 2022). Revenue: RM179.0m (down 30% from 2Q 2022). Net income: RM3.50m (down 82% from 2Q 2022). Profit margin: 2.0% (down from 7.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 04Upcoming dividend of RM0.025 per share at 3.0% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 28 July 2023. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Malaysian dividend payers (5.4%). Higher than average of industry peers (1.8%).
Reported Earnings • Jun 02First quarter 2023 earnings released: EPS: RM0.051 (vs RM0.16 in 1Q 2022)First quarter 2023 results: EPS: RM0.051 (down from RM0.16 in 1Q 2022). Revenue: RM186.5m (down 26% from 1Q 2022). Net income: RM6.81m (down 68% from 1Q 2022). Profit margin: 3.7% (down from 8.5% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 28Alcom Group Berhad (KLSE:ALCOM) Has Announced A Dividend Of MYR0.025Alcom Group Berhad ( KLSE:ALCOM ) will pay a dividend of MYR0.025 on the 28th of July. Based on this payment, the...
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: RM0.58 (vs RM0.24 in FY 2021)Full year 2022 results: EPS: RM0.58 (up from RM0.24 in FY 2021). Revenue: RM976.0m (up 63% from FY 2021). Net income: RM77.7m (up 139% from FY 2021). Profit margin: 8.0% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 01+ 1 more updateAlcom Group Berhad Announces Retirement of Tan Bee Keng as Company SecretaryAlcom Group Berhad announced the retirement of Tan Bee Keng as Company Secretary. Date Of Change: 31 January 2023.
お知らせ • Jan 03Alcom Group Berhad Announces the Resignation of Dato' Eng Kim Liong as Executive DirectorAlcom Group Berhad announced the resignation of Dato' Eng Kim Liong, aged 58, as executive director of the company with effect from December 31, 2022. Reason: To pursue his other interests.
Reported Earnings • Dec 03Third quarter 2022 earnings released: EPS: RM0.14 (vs RM0.051 in 3Q 2021)Third quarter 2022 results: EPS: RM0.14 (up from RM0.051 in 3Q 2021). Revenue: RM255.1m (up 96% from 3Q 2021). Net income: RM18.3m (up 166% from 3Q 2021). Profit margin: 7.2% (up from 5.3% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: RM0.15 (vs RM0.059 in 2Q 2021)Second quarter 2022 results: EPS: RM0.15 (up from RM0.059 in 2Q 2021). Revenue: RM255.4m (up 75% from 2Q 2021). Net income: RM19.8m (up 152% from 2Q 2021). Profit margin: 7.8% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 05Upcoming dividend of RM0.025 per shareEligible shareholders must have bought the stock before 12 July 2022. Payment date: 29 July 2022. Trailing yield: 3.1%. Lower than top quartile of Malaysian dividend payers (5.0%). Higher than average of industry peers (1.8%).
分析記事 • Jun 02Alcom Group Berhad (KLSE:ALCOM) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Jun 01First quarter 2022 earnings released: EPS: RM0.16 (vs RM0.055 in 1Q 2021)First quarter 2022 results: EPS: RM0.16 (up from RM0.055 in 1Q 2021). Revenue: RM253.3m (up 81% from 1Q 2021). Net income: RM21.4m (up 190% from 1Q 2021). Profit margin: 8.5% (up from 5.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27Alcom Group Berhad Announces First and Final Single-Tier Dividend for Financial Year Ended 31 December 2021, Payable on 29 July 2022Alcom Group Berhad announced a first and final single-tier dividend of 2.5 sen per share in respect of the financial year ended 31 December 2021. Payment Date is 29 July 2022. Ex-Date is 12 July 2022.
お知らせ • Apr 23+ 1 more updateAlcom Group Berhad Appoints Gan Kwang Siang as Principal OfficeAlcom Group Berhad announced the appointment of GAN KWANG SIANG as Principal Officer. Date of change is 22 April 2022.
お知らせ • Mar 01Alcom Group Berhad Appoints Goh Teck Hong as Executive Director, Effective from March 01, 2022Alcom Group Berhad appointed Mr. Goh Teck Hong as Executive Director, effective from March 01, 2022.
分析記事 • Feb 28We Think That There Are Issues Underlying Alcom Group Berhad's (KLSE:ALCOM) EarningsAlcom Group Berhad's ( KLSE:ALCOM ) robust earnings report didn't manage to move the market for its stock. Our analysis...
お知らせ • Feb 22Alcom Group Berhad Recommends First and Final Single-Tier Dividend for Financial Year Ended 31 December 2021The Board of Directors of Alcom Group Berhad recommend a first and final single-tier dividend of 2.5 sen per share in respect of the financial year ended 31 December 2021. The aforesaid dividend is subject to shareholders' approval at the forthcoming Fourth Annual General Meeting of the Company.
Reported Earnings • Feb 22Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: RM0.24 (up from RM0.01 in FY 2020). Revenue: RM599.0m (up 89% from FY 2020). Net income: RM32.5m (up RM31.2m from FY 2020). Profit margin: 5.4% (up from 0.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: RM0.051 (up from RM0.016 loss in 3Q 2020). Revenue: RM130.1m (up 84% from 3Q 2020). Net income: RM6.88m (up RM9.02m from 3Q 2020). Profit margin: 5.3% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 22% share price gain to RM1.01, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 8x in the Metals and Mining industry in Malaysia. Total returns to shareholders of 71% over the past three years.
分析記事 • Oct 11Alcom Group Berhad (KLSE:ALCOM) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to RM1.01, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 9x in the Metals and Mining industry in Malaysia. Total returns to shareholders of 55% over the past three years.
Board Change • Sep 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Senior Independent Non-Executive Chairman Subahan Bin Kamal was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
分析記事 • Sep 01Alcom Group Berhad (KLSE:ALCOM) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS RM0.059 (vs RM0.032 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: RM145.7m (up 167% from 2Q 2020). Net income: RM7.88m (up RM12.2m from 2Q 2020). Profit margin: 5.4% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.
Reported Earnings • May 27First quarter 2021 earnings released: EPS RM0.055 (vs RM0.017 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: RM139.8m (up 72% from 1Q 2020). Net income: RM7.40m (up RM9.72m from 1Q 2020). Profit margin: 5.3% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue.
分析記事 • Apr 28These 4 Measures Indicate That Alcom Group Berhad (KLSE:ALCOM) Is Using Debt In A Risky WayThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 21Earnings Not Telling The Story For Alcom Group Berhad (KLSE:ALCOM) After Shares Rise 27%Alcom Group Berhad ( KLSE:ALCOM ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Feb 26Full year 2020 earnings released: EPS RM0.01 (vs RM0.002 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: RM316.4m (down 15% from FY 2019). Net income: RM1.32m (up 307% from FY 2019). Profit margin: 0.4% (up from 0.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 120 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 24New 90-day high: RM0.73The company is up 32% from its price of RM0.56 on 26 November 2020. The Malaysian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 43% over the same period.
分析記事 • Feb 21What We Make Of Alcom Group Berhad's (KLSE:ALCOM) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Dec 31Is Alcom Group Berhad (KLSE:ALCOM) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Nov 25Third quarter 2020 earnings released: RM0.016 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: RM70.7m (down 21% from 3Q 2019). Net loss: RM2.14m (down RM2.57m from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 127% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 17New 90-day high: RM0.50The company is up 19% from its price of RM0.42 on 19 August 2020. The Malaysian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 24% over the same period.
Is New 90 Day High Low • Oct 20New 90-day high: RM0.46The company is up 19% from its price of RM0.39 on 22 July 2020. The Malaysian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period.