View Financial HealthAncom Nylex Berhad 配当と自社株買い配当金 基準チェック /06Ancom Nylex Berhad配当を支払う会社であり、現在の利回りは1.15%です。主要情報1.1%配当利回り5.1%バイバック利回り総株主利回り6.2%将来の配当利回り2.3%配当成長n/a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14%最近の配当と自社株買いの更新Upcoming Dividend • Jul 30Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 21 August 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Malaysian dividend payers (5.6%). Lower than average of industry peers (3.3%).Upcoming Dividend • Aug 03Upcoming dividend of RM0.01 per share at 1.0% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 30 August 2023. Trailing yield: 1.0%. Lower than top quartile of Malaysian dividend payers (5.3%). Lower than average of industry peers (5.8%).お知らせ • Jul 15Ancom Nylex Berhad Declares First Interim Dividend for the Financial Year Ended May 31, 2023 Payable on 30 August 2023Ancom Nylex Berhad declared first interim dividend of 1.0 sen per share for the financial year ended May 31, 2023 payable on 30 August 2023. Ex-Date is 10 August 2023. Entitlement date is 11 August 2023.すべての更新を表示Recent updatesReported Earnings • Apr 17Third quarter 2026 earnings released: EPS: RM0.017 (vs RM0.017 in 3Q 2025)Third quarter 2026 results: EPS: RM0.017 (in line with 3Q 2025). Revenue: RM446.2m (flat on 3Q 2025). Net income: RM18.3m (up 1.4% from 3Q 2025). Profit margin: 4.1% (up from 4.0% in 3Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Kamaludin Bin Md Said was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 21Second quarter 2026 earnings released: EPS: RM0.017 (vs RM0.014 in 2Q 2025)Second quarter 2026 results: EPS: RM0.017 (up from RM0.014 in 2Q 2025). Revenue: RM428.8m (down 4.9% from 2Q 2025). Net income: RM18.0m (up 19% from 2Q 2025). Profit margin: 4.2% (up from 3.4% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Jan 14Now 22% overvaluedOver the last 90 days, the stock has fallen 1.6% to RM0.94. The fair value is estimated to be RM0.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.お知らせ • Jan 02+ 3 more updatesAncom Nylex Berhad Appoints Awang Adek Bin Hussin as Chairman of Nomination and Remuneration Committee, Effective December 31, 2025ANCOM NYLEX BERHAD announced the appointment of AWANG ADEK BIN HUSSIN, aged 70, Malaysian, male, as Chairman of the Nomination and Remuneration Committee, effective December 31, 2025. The directorate is Independent and Non-Executive. The composition of the Nomination and Remuneration Committee after the change is Dato' Seri Dr Awang Adek Bin Hussin (Independent Non-Executive Director)(Chairman), Tan Sri Dato' Sri Mohamad Fuzi Bin Harun (Independent Non-Executive Director)(Member), and Kew Hui Chin (Non-Independent Non-Executive Director)(Member).Buy Or Sell Opportunity • Nov 06Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at RM0.93. The fair value is estimated to be RM0.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.Reported Earnings • Oct 06Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: RM0.061 (down from RM0.086 in FY 2024). Revenue: RM1.87b (down 6.1% from FY 2024). Net income: RM63.5m (down 22% from FY 2024). Profit margin: 3.4% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Sep 29Ancom Nylex Berhad, Annual General Meeting, Oct 29, 2025Ancom Nylex Berhad, Annual General Meeting, Oct 29, 2025, at 11:30 Singapore Standard Time. Location: selangor 1 ballroom, dorsett grand subang, jalan ss 12/1, 47500, selangor darul ehsan, subang jaya MalaysiaUpcoming Dividend • Jul 30Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 21 August 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Malaysian dividend payers (5.6%). Lower than average of industry peers (3.3%).分析記事 • Jul 24We Think That There Are More Issues For Ancom Nylex Berhad (KLSE:ANCOMNY) Than Just Sluggish EarningsAncom Nylex Berhad's ( KLSE:ANCOMNY ) recent weak earnings report didn't cause a big stock movement. However, we...Reported Earnings • Jul 18Full year 2025 earnings released: EPS: RM0.061 (vs RM0.086 in FY 2024)Full year 2025 results: EPS: RM0.061 (down from RM0.086 in FY 2024). Revenue: RM1.87b (down 6.1% from FY 2024). Net income: RM63.5m (down 22% from FY 2024). Profit margin: 3.4% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.New Risk • Jul 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 18Third quarter 2025 earnings released: EPS: RM0.018 (vs RM0.021 in 3Q 2024)Third quarter 2025 results: EPS: RM0.018 (down from RM0.021 in 3Q 2024). Revenue: RM449.0m (down 13% from 3Q 2024). Net income: RM18.0m (down 10% from 3Q 2024). Profit margin: 4.0% (up from 3.9% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year and the company’s share price has also fallen by 7% per year.お知らせ • Apr 03Ancom Nylex Berhad (KLSE:ANCOMNY) acquired 70% stake in Colorex Sdn Bhd from Loke Yeak Thong and Lim Tiak Cheong for MYR 14 million.Ancom Nylex Berhad (KLSE:ANCOMNY) agreed to acquire 70% stake in Colorex Sdn Bhd from Loke Yeak Thong and Lim Tiak Cheong for MYR 14 million on September 19, 2024. A cash consideration of MYR 14 million will be paid by Ancom Nylex Berhad. As part of consideration, MYR 14 million is paid towards common equity of Colorex Sdn Bhd. The transaction will be funded fully through bank borrowings and internally generated fund. For the period ending December 31, 2023, Colorex Sdn Bhd reported total revenue of MYR 42.96 million and net income of MYR 1.75 million. As of December 31, 2023, Colorex Sdn Bhd reported total common equity of MYR 8.2 million. The expected completion of the transaction is six months from the agreement date. Ancom Nylex Berhad (KLSE:ANCOMNY) completed the acquisition of 70% stake in Colorex Sdn Bhd from Loke Yeak Thong and Lim Tiak Cheong on April 2, 2025. All conditions were fulfilled.お知らせ • Feb 17+ 8 more updatesAncom Nylex Berhad Announces Resignation of Tan Sri Dato' Seri Abdull Hamid Bin Embong as Independent and Non Executive Member of Audit CommitteeAncom Nylex Berhad announced the resignation of Tan Sri Dato' Seri Abdull Hamid Bin Embong as Independent and Non Executive Member of Audit Committee. Age is 76. Date of change: 17 February 2025. Composition of Audit Committee (Name and Directorate of members after change): Christina Foo (Independent Non-Executive Director) (Chairman); Tan Sri Dato' Sri Mohamad Fuzi Bin Harun (Independent Non-Executive Director) (Member); Maliki Kamal Bin Mohd Yasin (Independent Non-Executive Director) (Member).Buy Or Sell Opportunity • Jan 23Now 21% overvaluedOver the last 90 days, the stock has fallen 3.9% to RM0.99. The fair value is estimated to be RM0.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.Price Target Changed • Jan 18Price target decreased by 7.6% to RM1.24Down from RM1.34, the current price target is an average from 4 analysts. New target price is 26% above last closing price of RM0.98. Stock is down 9.6% over the past year. The company is forecast to post earnings per share of RM0.11 for next year compared to RM0.086 last year.Reported Earnings • Jan 17Second quarter 2025 earnings released: EPS: RM0.014 (vs RM0.023 in 2Q 2024)Second quarter 2025 results: EPS: RM0.014 (down from RM0.023 in 2Q 2024). Revenue: RM450.7m (down 11% from 2Q 2024). Net income: RM15.2m (down 32% from 2Q 2024). Profit margin: 3.4% (down from 4.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Dec 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent & Non-Executive Director Stephan Schnabel was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Nov 20Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from RM0.098 to RM0.088 per share. Revenue forecast steady at RM2.22b. Net income forecast to grow 38% next year vs 20% growth forecast for Chemicals industry in Malaysia. Consensus price target broadly unchanged at RM1.32. Share price fell 3.7% to RM1.03 over the past week.お知らせ • Nov 01+ 1 more updateAncom Nylex Berhad Appoints Stephan Schnabel as Non Independent and Non Executive DirectorAncom Nylex Berhad appointed Mr. Stephan Schnabel, age 49, as Non Independent and Non Executive Director, effective from November 01, 2024. Qualifications: Others - Business economist in foreign trade Dual training in HELM AG. Working experience and occupation: He started his career at HELM with a dual training to become a business economist in foreign trade. He then became a member of HELM's management team responsible for several subsidiaries worldwide, specifically in Latin America and Southern Europe. He was later promoted to Executive Director in charge of HELM's crop protection companies in South America in 2011. In 2012, he was appointed to HELM's Executive Board and is currently the Chairman of the Executive Board since 2020. Directorships in public companies and listed issuers: Ancom Nylex Berhad. Details of any interest in the securities of the listed issuer or its subsidiaries: He is currently a substantial shareholder of the Company via his direct interest in HELM AG (a substantial shareholder).分析記事 • Oct 24We Think That There Are More Issues For Ancom Nylex Berhad (KLSE:ANCOMNY) Than Just Sluggish EarningsAncom Nylex Berhad's ( KLSE:ANCOMNY ) recent weak earnings report didn't cause a big stock movement. Our analysis...Reported Earnings • Oct 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: RM0.086 (up from RM0.084 in FY 2023). Revenue: RM2.00b (down 2.3% from FY 2023). Net income: RM81.5m (up 8.4% from FY 2023). Profit margin: 4.1% (up from 3.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 6.6%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Chemicals industry in Malaysia. 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 6% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 27Ancom Nylex Berhad, Annual General Meeting, Oct 29, 2024Ancom Nylex Berhad, Annual General Meeting, Oct 29, 2024, at 15:00 Singapore Standard Time. Location: no. 2a, jalan 13/2, seksyen 13, 46200 petaling jaya, selangor, MalaysiaReported Earnings • Jul 20Full year 2024 earnings released: EPS: RM0.086 (vs RM0.084 in FY 2023)Full year 2024 results: EPS: RM0.086 (up from RM0.084 in FY 2023). Revenue: RM2.00b (down 2.3% from FY 2023). Net income: RM81.5m (up 8.4% from FY 2023). Profit margin: 4.1% (up from 3.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Apr 23Price target decreased by 11% to RM1.41Down from RM1.59, the current price target is an average from 3 analysts. New target price is 34% above last closing price of RM1.05. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of RM0.085 for next year compared to RM0.084 last year.お知らせ • Feb 23+ 1 more updateAncom Nylex Berhad Announces Resignation of Wong Wai Foong as Company SecretaryAncom Nylex Berhad announced the resignation of Wong Wai Foong as Company Secretary. Date of change is February 23, 2024.Reported Earnings • Jan 18Second quarter 2024 earnings released: EPS: RM0.023 (vs RM0.023 in 2Q 2023)Second quarter 2024 results: EPS: RM0.023 (in line with 2Q 2023). Revenue: RM505.2m (down 4.9% from 2Q 2023). Net income: RM22.1m (up 7.6% from 2Q 2023). Profit margin: 4.4% (up from 3.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 30+ 1 more updateAncom Nylex Berhad Appoints Datuk Anuar Bin Ahmad as Independent and Non-Executive Chairman, Effective 30 Nov. 2023Ancom Nylex Berhad announced the appointment of Datuk Anuar Bin Ahmad as Independent and Non-Executive Chairman, effective 30 Nov. 2023. Age: 69 and Gender: Male. Nationality: Malaysia. Qualifications: Degree - Bachelor of Economics (Honours) from The London School of Economics and Political Science from the University of London. Others: Advanced Management Program from Harvard Business School. Working experience and occupation - Datuk Anuar started his career in 1977 with Petroliam Nasional Berhad (PETRONAS). During his 36 years of service with the PETRONAS Group, he held various senior managerial and leadership positions in marketing, trading, corporate planning and human resource management until his retirement in April 2014 where his last position was the executive Vice President of Gas and Power Business. During his stint with the PETRONAS Group, he was appointed as the Managing Director and Chief Executive Officer in PETRONAS Dagangan from 1998 to 2002. He was also a member of PETRONAS Management Committee and member of PETRONAS board from 2002 to April 2014. He also sat on the board of various companies within PETRONAS Group. In 1997, between his years of service with the PETRONAS Group, he underwent a 3-month business course under the Advanced Management Program at Harvard Business School.お知らせ • Oct 28Ancom Nylex Berhad Announces Retirement of CHAN THYE SENG as Non Independent and Non Executive DirectorAncom Nylex Berhad announced the Retirement of Mr. CHAN THYE SENG, age 66 as Non Independent and Non Executive Director. Date of change is on October 27, 2023. Mr. Chan Thye Seng did not seek re-election at the 54th Annual General Meeting of the Company which was held 27 October 2023.Reported Earnings • Sep 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: RM0.084. Revenue: RM2.04b (up 1.5% from FY 2022). Net income: RM75.1m (up 10% from FY 2022). Profit margin: 3.7% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 9.6%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Malaysia.分析記事 • Sep 28Ancom Nylex Berhad (KLSE:ANCOMNY) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Sep 27Ancom Nylex Berhad, Annual General Meeting, Oct 27, 2023Ancom Nylex Berhad, Annual General Meeting, Oct 27, 2023, at 15:00 Singapore Standard Time. Location: No. 2A, Jalan 13/2, Seksyen 13, 46200 Petaling Jaya SELANGOR DARUL EHSAN Malaysia Agenda: To consider receive the Audited Financial Statements for the financial year ended 31 May 2023 together with the Reports of the Directors and Auditors thereon; to consider re-election of Directors; to approve the payment of Non-Executive Directors' fees for the financial year ended 31 May 2023; to consider approve the payment of Non-Executive Directors' fees for the financial year ending 31 May 2024; to consider approve the payment of Directors' benefits to the Non-Executive Directors; to consider re-appoint Messrs BDO PLT as Auditors of the Company and to authorise the Directors to fix their remuneration; and to consider other matters.Upcoming Dividend • Aug 03Upcoming dividend of RM0.01 per share at 1.0% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 30 August 2023. Trailing yield: 1.0%. Lower than top quartile of Malaysian dividend payers (5.3%). Lower than average of industry peers (5.8%).Reported Earnings • Jul 15Full year 2023 earnings released: EPS: RM0.084 (vs RM0.09 in FY 2022)Full year 2023 results: EPS: RM0.084. Revenue: RM2.04b (up 1.5% from FY 2022). Net income: RM75.1m (up 10% from FY 2022). Profit margin: 3.7% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Chemicals industry in Malaysia.お知らせ • Jul 15Ancom Nylex Berhad Declares First Interim Dividend for the Financial Year Ended May 31, 2023 Payable on 30 August 2023Ancom Nylex Berhad declared first interim dividend of 1.0 sen per share for the financial year ended May 31, 2023 payable on 30 August 2023. Ex-Date is 10 August 2023. Entitlement date is 11 August 2023.Price Target Changed • Jul 11Price target increased by 11% to RM1.65Up from RM1.49, the current price target is an average from 3 analysts. New target price is 73% above last closing price of RM0.95. Stock is up 10% over the past year. The company is forecast to post earnings per share of RM0.08 for next year compared to RM0.09 last year.Reported Earnings • Apr 19Third quarter 2023 earnings released: EPS: RM0.018 (vs RM0.02 in 3Q 2022)Third quarter 2023 results: EPS: RM0.018. Revenue: RM483.9m (down 5.1% from 3Q 2022). Net income: RM16.4m (up 8.0% from 3Q 2022). Profit margin: 3.4% (up from 3.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in Malaysia.分析記事 • Mar 17We Think Ancom Nylex Berhad (KLSE:ANCOMNY) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Jan 18Ancom Nylex Berhad Announces the Redesignation of MISS CHRISTINA FOO as Independent and Non Executive Chairman of Audit CommitteeAncom Nylex Berhad announced the redesingation of MISS CHRISTINA FOO as Independent and Non Executive Chairman of Audit Committee from Independent and Non Executive Member of Audit Committee. Age: 62. Date of change is 17 Jan. 2023. Composition of Audit Committee (Name and Directorate of members after change): Chairman:- Christina Foo (Independent Non-Executive Director); Members:- Tan Sri Dato' Seri Abdull Hamid Bin Embong (Independent Non-Executive Director); Tan Sri Dato' Sri Mohamad Fuzi Bin Harun (Independent Non-Executive Director).Reported Earnings • Jan 18Second quarter 2023 earnings released: EPS: RM0.023 (vs RM0.016 in 2Q 2022)Second quarter 2023 results: EPS: RM0.023 (up from RM0.016 in 2Q 2022). Revenue: RM531.3m (flat on 2Q 2022). Net income: RM20.6m (up 70% from 2Q 2022). Profit margin: 3.9% (up from 2.3% in 2Q 2022). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 73% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Christina Foo 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.Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Christina Foo 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.Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Christina Foo 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 • Sep 30Full year 2022 earnings released: EPS: RM0.09 (vs RM0.033 in FY 2021)Full year 2022 results: EPS: RM0.09 (up from RM0.033 in FY 2021). Revenue: RM2.01b (up 31% from FY 2021). Net income: RM68.2m (up 187% from FY 2021). Profit margin: 3.4% (up from 1.5% 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 75% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 29Ancom Nylex Berhad, Annual General Meeting, Oct 27, 2022Ancom Nylex Berhad, Annual General Meeting, Oct 27, 2022, at 14:30 Singapore Standard Time. Agenda: To receive the Audited Financial Statements for the financial year ended May 31, 2022 together with the Reports of the Directors and Auditors thereon; to approve the payment of Non-Executive Directors' fees for the financial year ended May 31, 2022; to approve the payment of Directors' benefits for the Non-Executive Directors from the date of the forthcoming AGM until the next annual general meeting of the Company; to re-appoint Messrs BDO PLT as Auditors of the Company and to authorize the Directors to fix their remuneration; and to consider other matters.お知らせ • Sep 20+ 14 more updatesAncom Nylex Berhad Announces Resignation of Lim Hock Chye as Non Independent and Non Executive Member of Audit CommitteeAncom Nylex Berhad announced resignation of MR LIM HOCK CHYE, age 67, Non Independent and Non Executive Member of Audit Committee, date of change September 19, 2022. Composition of Audit Committee (Name and Directorate of members after change): Tan Sri Dato' Seri Abdull Hamid Bin Embong (Chairman - Independent Non-Executive Director), Tan Sri Dato' Sri Mohamad Fuzi Bin Harun (Member - Independent Non-Executive Director), and Christina Foo (Member - Independent Non-Executive Director).分析記事 • Jul 27Here's Why Ancom Nylex Berhad (KLSE:ANCOMNY) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Jul 19Full year 2022 earnings released: EPS: RM0.27 (vs RM0.033 in FY 2021)Full year 2022 results: EPS: RM0.27 (up from RM0.033 in FY 2021). Revenue: RM2.01b (up 31% from FY 2021). Net income: RM68.2m (up 187% from FY 2021). Profit margin: 3.4% (up from 1.5% 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 107% per year but the company’s share price has only increased by 77% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorated over the past weekAfter last week's 66% share price decline to RM1.05, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 13x in the Chemicals industry in Malaysia. Total returns to shareholders of 138% over the past three years.分析記事 • Apr 28Should You Be Adding Ancom Nylex Berhad (KLSE:ANCOMNY) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Reported Earnings • Apr 21Third quarter 2022 earnings released: EPS: RM0.061 (vs RM0.03 in 3Q 2021)Third quarter 2022 results: EPS: RM0.061 (up from RM0.03 in 3Q 2021). Revenue: RM510.0m (up 31% from 3Q 2021). Net income: RM15.1m (up 114% from 3Q 2021). Profit margin: 3.0% (up from 1.8% 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 51% per year but the company’s share price has increased by 100% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 30Ancom Berhad Appoints Lee Cheun Wei as Executive Managing DirectorAncom Berhad appointed Mr. Lee Cheun Wei as Executive Managing Director, Date of change 29 March 2022. Mr. Lee is a member of the Association of Chartered Certified Accountants (ACCA) and the Malaysian Institute of Accountants (MIA).Reported Earnings • Jan 19Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: RM0.049 (up from RM0.026 in 2Q 2021). Revenue: RM532.9m (up 49% from 2Q 2021). Net income: RM12.1m (up 95% from 2Q 2021). Profit margin: 2.3% (up from 1.7% in 2Q 2021). 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 17% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 04Full year 2021 earnings released: EPS RM0.10 (vs RM0.043 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: RM1.54b (up 4.5% from FY 2020). Net income: RM23.8m (up RM33.4m from FY 2020). Profit margin: 1.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 60% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to RM2.30, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 18x in the Chemicals industry in Malaysia. Total returns to shareholders of 304% over the past three years.Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improved over the past weekAfter last week's 21% share price gain to RM1.82, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 17x in the Chemicals industry in Malaysia. Total returns to shareholders of 225% over the past three years.分析記事 • Sep 15Here's Why Ancom Berhad (KLSE:ANCOM) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Jul 31Full year 2021 earnings released: EPS RM0.10 (vs RM0.043 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: RM1.54b (up 4.5% from FY 2020). Net income: RM23.9m (up RM33.6m from FY 2020). Profit margin: 1.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.分析記事 • Mar 26We Think Ancom Berhad (KLSE:ANCOM) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Mar 01New 90-day high: RM1.37The company is up 73% from its price of RM0.79 on 01 December 2020. The Malaysian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period.分析記事 • Feb 19We're Watching These Trends At Ancom Berhad (KLSE:ANCOM)What are the early trends we should look for to identify a stock that could multiply in value over the long term...Is New 90 Day High Low • Feb 09New 90-day high: RM1.17The company is up 43% from its price of RM0.82 on 11 November 2020. The Malaysian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period.Reported Earnings • Jan 27Second quarter 2021 earnings released: EPS RM0.026 (vs RM0.006 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: RM357.3m (down 10% from 2Q 2020). Net income: RM6.19m (up 394% from 2Q 2020). Profit margin: 1.7% (up from 0.3% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 67% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.分析記事 • Jan 15If You Had Bought Ancom Berhad (KLSE:ANCOM) Stock Five Years Ago, You Could Pocket A 192% Gain TodayThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...Is New 90 Day High Low • Jan 13New 90-day high: RM1.10The company is up 40% from its price of RM0.79 on 15 October 2020. The Malaysian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period.Is New 90 Day High Low • Dec 16New 90-day high: RM0.86The company is up 1.0% from its price of RM0.85 on 17 September 2020. The Malaysian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 35% over the same period.分析記事 • Dec 11Is Ancom Berhad (KLSE:ANCOM) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Oct 28First quarter earnings releasedOver the last 12 months the company has reported total losses of RM7.32m, with earnings decreasing by RM16.1m from the prior year. Total revenue was RM1.41b over the last 12 months, down 24% from the prior year.決済の安定と成長配当データの取得安定した配当: ANCOMNYはMY市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。増加する配当: ANCOMNYはMY市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。配当利回り対市場Ancom Nylex Berhad 配当利回り対市場ANCOMNY 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 (ANCOMNY)1.1%市場下位25% (MY)2.0%市場トップ25% (MY)5.3%業界平均 (Chemicals)1.9%アナリスト予想 (ANCOMNY) (最長3年)2.3%注目すべき配当: ANCOMNYの配当金 ( 1.15% ) はMY市場の配当金支払者の下位 25% ( 2.01% ) と比べると目立ったものではありません。高配当: ANCOMNYの配当金 ( 1.15% ) はMY市場の配当金支払者の上位 25% ( 5.32% ) と比較すると低いです。株主への利益配当収益カバレッジ: ANCOMNY 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: ANCOMNY MY市場において目立った配当金を支払っていません。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2026/06/10 15:59終値2026/06/10 00:00収益2026/02/28年間収益2025/05/31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Ancom Nylex Berhad 3 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。5 アナリスト機関Minwei MakBerjaya Securities Sdn Bhd.Choo Hong WongBerjaya Securities Sdn Bhd.Wen ChyeHong Leong Investment Bank Berhad2 その他のアナリストを表示
Upcoming Dividend • Jul 30Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 21 August 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Malaysian dividend payers (5.6%). Lower than average of industry peers (3.3%).
Upcoming Dividend • Aug 03Upcoming dividend of RM0.01 per share at 1.0% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 30 August 2023. Trailing yield: 1.0%. Lower than top quartile of Malaysian dividend payers (5.3%). Lower than average of industry peers (5.8%).
お知らせ • Jul 15Ancom Nylex Berhad Declares First Interim Dividend for the Financial Year Ended May 31, 2023 Payable on 30 August 2023Ancom Nylex Berhad declared first interim dividend of 1.0 sen per share for the financial year ended May 31, 2023 payable on 30 August 2023. Ex-Date is 10 August 2023. Entitlement date is 11 August 2023.
Reported Earnings • Apr 17Third quarter 2026 earnings released: EPS: RM0.017 (vs RM0.017 in 3Q 2025)Third quarter 2026 results: EPS: RM0.017 (in line with 3Q 2025). Revenue: RM446.2m (flat on 3Q 2025). Net income: RM18.3m (up 1.4% from 3Q 2025). Profit margin: 4.1% (up from 4.0% in 3Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Kamaludin Bin Md Said was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 21Second quarter 2026 earnings released: EPS: RM0.017 (vs RM0.014 in 2Q 2025)Second quarter 2026 results: EPS: RM0.017 (up from RM0.014 in 2Q 2025). Revenue: RM428.8m (down 4.9% from 2Q 2025). Net income: RM18.0m (up 19% from 2Q 2025). Profit margin: 4.2% (up from 3.4% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Jan 14Now 22% overvaluedOver the last 90 days, the stock has fallen 1.6% to RM0.94. The fair value is estimated to be RM0.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.
お知らせ • Jan 02+ 3 more updatesAncom Nylex Berhad Appoints Awang Adek Bin Hussin as Chairman of Nomination and Remuneration Committee, Effective December 31, 2025ANCOM NYLEX BERHAD announced the appointment of AWANG ADEK BIN HUSSIN, aged 70, Malaysian, male, as Chairman of the Nomination and Remuneration Committee, effective December 31, 2025. The directorate is Independent and Non-Executive. The composition of the Nomination and Remuneration Committee after the change is Dato' Seri Dr Awang Adek Bin Hussin (Independent Non-Executive Director)(Chairman), Tan Sri Dato' Sri Mohamad Fuzi Bin Harun (Independent Non-Executive Director)(Member), and Kew Hui Chin (Non-Independent Non-Executive Director)(Member).
Buy Or Sell Opportunity • Nov 06Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at RM0.93. The fair value is estimated to be RM0.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.
Reported Earnings • Oct 06Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: RM0.061 (down from RM0.086 in FY 2024). Revenue: RM1.87b (down 6.1% from FY 2024). Net income: RM63.5m (down 22% from FY 2024). Profit margin: 3.4% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Sep 29Ancom Nylex Berhad, Annual General Meeting, Oct 29, 2025Ancom Nylex Berhad, Annual General Meeting, Oct 29, 2025, at 11:30 Singapore Standard Time. Location: selangor 1 ballroom, dorsett grand subang, jalan ss 12/1, 47500, selangor darul ehsan, subang jaya Malaysia
Upcoming Dividend • Jul 30Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 21 August 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Malaysian dividend payers (5.6%). Lower than average of industry peers (3.3%).
分析記事 • Jul 24We Think That There Are More Issues For Ancom Nylex Berhad (KLSE:ANCOMNY) Than Just Sluggish EarningsAncom Nylex Berhad's ( KLSE:ANCOMNY ) recent weak earnings report didn't cause a big stock movement. However, we...
Reported Earnings • Jul 18Full year 2025 earnings released: EPS: RM0.061 (vs RM0.086 in FY 2024)Full year 2025 results: EPS: RM0.061 (down from RM0.086 in FY 2024). Revenue: RM1.87b (down 6.1% from FY 2024). Net income: RM63.5m (down 22% from FY 2024). Profit margin: 3.4% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
New Risk • Jul 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 18Third quarter 2025 earnings released: EPS: RM0.018 (vs RM0.021 in 3Q 2024)Third quarter 2025 results: EPS: RM0.018 (down from RM0.021 in 3Q 2024). Revenue: RM449.0m (down 13% from 3Q 2024). Net income: RM18.0m (down 10% from 3Q 2024). Profit margin: 4.0% (up from 3.9% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year and the company’s share price has also fallen by 7% per year.
お知らせ • Apr 03Ancom Nylex Berhad (KLSE:ANCOMNY) acquired 70% stake in Colorex Sdn Bhd from Loke Yeak Thong and Lim Tiak Cheong for MYR 14 million.Ancom Nylex Berhad (KLSE:ANCOMNY) agreed to acquire 70% stake in Colorex Sdn Bhd from Loke Yeak Thong and Lim Tiak Cheong for MYR 14 million on September 19, 2024. A cash consideration of MYR 14 million will be paid by Ancom Nylex Berhad. As part of consideration, MYR 14 million is paid towards common equity of Colorex Sdn Bhd. The transaction will be funded fully through bank borrowings and internally generated fund. For the period ending December 31, 2023, Colorex Sdn Bhd reported total revenue of MYR 42.96 million and net income of MYR 1.75 million. As of December 31, 2023, Colorex Sdn Bhd reported total common equity of MYR 8.2 million. The expected completion of the transaction is six months from the agreement date. Ancom Nylex Berhad (KLSE:ANCOMNY) completed the acquisition of 70% stake in Colorex Sdn Bhd from Loke Yeak Thong and Lim Tiak Cheong on April 2, 2025. All conditions were fulfilled.
お知らせ • Feb 17+ 8 more updatesAncom Nylex Berhad Announces Resignation of Tan Sri Dato' Seri Abdull Hamid Bin Embong as Independent and Non Executive Member of Audit CommitteeAncom Nylex Berhad announced the resignation of Tan Sri Dato' Seri Abdull Hamid Bin Embong as Independent and Non Executive Member of Audit Committee. Age is 76. Date of change: 17 February 2025. Composition of Audit Committee (Name and Directorate of members after change): Christina Foo (Independent Non-Executive Director) (Chairman); Tan Sri Dato' Sri Mohamad Fuzi Bin Harun (Independent Non-Executive Director) (Member); Maliki Kamal Bin Mohd Yasin (Independent Non-Executive Director) (Member).
Buy Or Sell Opportunity • Jan 23Now 21% overvaluedOver the last 90 days, the stock has fallen 3.9% to RM0.99. The fair value is estimated to be RM0.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.
Price Target Changed • Jan 18Price target decreased by 7.6% to RM1.24Down from RM1.34, the current price target is an average from 4 analysts. New target price is 26% above last closing price of RM0.98. Stock is down 9.6% over the past year. The company is forecast to post earnings per share of RM0.11 for next year compared to RM0.086 last year.
Reported Earnings • Jan 17Second quarter 2025 earnings released: EPS: RM0.014 (vs RM0.023 in 2Q 2024)Second quarter 2025 results: EPS: RM0.014 (down from RM0.023 in 2Q 2024). Revenue: RM450.7m (down 11% from 2Q 2024). Net income: RM15.2m (down 32% from 2Q 2024). Profit margin: 3.4% (down from 4.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Dec 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent & Non-Executive Director Stephan Schnabel was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Nov 20Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from RM0.098 to RM0.088 per share. Revenue forecast steady at RM2.22b. Net income forecast to grow 38% next year vs 20% growth forecast for Chemicals industry in Malaysia. Consensus price target broadly unchanged at RM1.32. Share price fell 3.7% to RM1.03 over the past week.
お知らせ • Nov 01+ 1 more updateAncom Nylex Berhad Appoints Stephan Schnabel as Non Independent and Non Executive DirectorAncom Nylex Berhad appointed Mr. Stephan Schnabel, age 49, as Non Independent and Non Executive Director, effective from November 01, 2024. Qualifications: Others - Business economist in foreign trade Dual training in HELM AG. Working experience and occupation: He started his career at HELM with a dual training to become a business economist in foreign trade. He then became a member of HELM's management team responsible for several subsidiaries worldwide, specifically in Latin America and Southern Europe. He was later promoted to Executive Director in charge of HELM's crop protection companies in South America in 2011. In 2012, he was appointed to HELM's Executive Board and is currently the Chairman of the Executive Board since 2020. Directorships in public companies and listed issuers: Ancom Nylex Berhad. Details of any interest in the securities of the listed issuer or its subsidiaries: He is currently a substantial shareholder of the Company via his direct interest in HELM AG (a substantial shareholder).
分析記事 • Oct 24We Think That There Are More Issues For Ancom Nylex Berhad (KLSE:ANCOMNY) Than Just Sluggish EarningsAncom Nylex Berhad's ( KLSE:ANCOMNY ) recent weak earnings report didn't cause a big stock movement. Our analysis...
Reported Earnings • Oct 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: RM0.086 (up from RM0.084 in FY 2023). Revenue: RM2.00b (down 2.3% from FY 2023). Net income: RM81.5m (up 8.4% from FY 2023). Profit margin: 4.1% (up from 3.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 6.6%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Chemicals industry in Malaysia. 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 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 27Ancom Nylex Berhad, Annual General Meeting, Oct 29, 2024Ancom Nylex Berhad, Annual General Meeting, Oct 29, 2024, at 15:00 Singapore Standard Time. Location: no. 2a, jalan 13/2, seksyen 13, 46200 petaling jaya, selangor, Malaysia
Reported Earnings • Jul 20Full year 2024 earnings released: EPS: RM0.086 (vs RM0.084 in FY 2023)Full year 2024 results: EPS: RM0.086 (up from RM0.084 in FY 2023). Revenue: RM2.00b (down 2.3% from FY 2023). Net income: RM81.5m (up 8.4% from FY 2023). Profit margin: 4.1% (up from 3.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Apr 23Price target decreased by 11% to RM1.41Down from RM1.59, the current price target is an average from 3 analysts. New target price is 34% above last closing price of RM1.05. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of RM0.085 for next year compared to RM0.084 last year.
お知らせ • Feb 23+ 1 more updateAncom Nylex Berhad Announces Resignation of Wong Wai Foong as Company SecretaryAncom Nylex Berhad announced the resignation of Wong Wai Foong as Company Secretary. Date of change is February 23, 2024.
Reported Earnings • Jan 18Second quarter 2024 earnings released: EPS: RM0.023 (vs RM0.023 in 2Q 2023)Second quarter 2024 results: EPS: RM0.023 (in line with 2Q 2023). Revenue: RM505.2m (down 4.9% from 2Q 2023). Net income: RM22.1m (up 7.6% from 2Q 2023). Profit margin: 4.4% (up from 3.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 30+ 1 more updateAncom Nylex Berhad Appoints Datuk Anuar Bin Ahmad as Independent and Non-Executive Chairman, Effective 30 Nov. 2023Ancom Nylex Berhad announced the appointment of Datuk Anuar Bin Ahmad as Independent and Non-Executive Chairman, effective 30 Nov. 2023. Age: 69 and Gender: Male. Nationality: Malaysia. Qualifications: Degree - Bachelor of Economics (Honours) from The London School of Economics and Political Science from the University of London. Others: Advanced Management Program from Harvard Business School. Working experience and occupation - Datuk Anuar started his career in 1977 with Petroliam Nasional Berhad (PETRONAS). During his 36 years of service with the PETRONAS Group, he held various senior managerial and leadership positions in marketing, trading, corporate planning and human resource management until his retirement in April 2014 where his last position was the executive Vice President of Gas and Power Business. During his stint with the PETRONAS Group, he was appointed as the Managing Director and Chief Executive Officer in PETRONAS Dagangan from 1998 to 2002. He was also a member of PETRONAS Management Committee and member of PETRONAS board from 2002 to April 2014. He also sat on the board of various companies within PETRONAS Group. In 1997, between his years of service with the PETRONAS Group, he underwent a 3-month business course under the Advanced Management Program at Harvard Business School.
お知らせ • Oct 28Ancom Nylex Berhad Announces Retirement of CHAN THYE SENG as Non Independent and Non Executive DirectorAncom Nylex Berhad announced the Retirement of Mr. CHAN THYE SENG, age 66 as Non Independent and Non Executive Director. Date of change is on October 27, 2023. Mr. Chan Thye Seng did not seek re-election at the 54th Annual General Meeting of the Company which was held 27 October 2023.
Reported Earnings • Sep 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: RM0.084. Revenue: RM2.04b (up 1.5% from FY 2022). Net income: RM75.1m (up 10% from FY 2022). Profit margin: 3.7% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 9.6%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Malaysia.
分析記事 • Sep 28Ancom Nylex Berhad (KLSE:ANCOMNY) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Sep 27Ancom Nylex Berhad, Annual General Meeting, Oct 27, 2023Ancom Nylex Berhad, Annual General Meeting, Oct 27, 2023, at 15:00 Singapore Standard Time. Location: No. 2A, Jalan 13/2, Seksyen 13, 46200 Petaling Jaya SELANGOR DARUL EHSAN Malaysia Agenda: To consider receive the Audited Financial Statements for the financial year ended 31 May 2023 together with the Reports of the Directors and Auditors thereon; to consider re-election of Directors; to approve the payment of Non-Executive Directors' fees for the financial year ended 31 May 2023; to consider approve the payment of Non-Executive Directors' fees for the financial year ending 31 May 2024; to consider approve the payment of Directors' benefits to the Non-Executive Directors; to consider re-appoint Messrs BDO PLT as Auditors of the Company and to authorise the Directors to fix their remuneration; and to consider other matters.
Upcoming Dividend • Aug 03Upcoming dividend of RM0.01 per share at 1.0% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 30 August 2023. Trailing yield: 1.0%. Lower than top quartile of Malaysian dividend payers (5.3%). Lower than average of industry peers (5.8%).
Reported Earnings • Jul 15Full year 2023 earnings released: EPS: RM0.084 (vs RM0.09 in FY 2022)Full year 2023 results: EPS: RM0.084. Revenue: RM2.04b (up 1.5% from FY 2022). Net income: RM75.1m (up 10% from FY 2022). Profit margin: 3.7% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Chemicals industry in Malaysia.
お知らせ • Jul 15Ancom Nylex Berhad Declares First Interim Dividend for the Financial Year Ended May 31, 2023 Payable on 30 August 2023Ancom Nylex Berhad declared first interim dividend of 1.0 sen per share for the financial year ended May 31, 2023 payable on 30 August 2023. Ex-Date is 10 August 2023. Entitlement date is 11 August 2023.
Price Target Changed • Jul 11Price target increased by 11% to RM1.65Up from RM1.49, the current price target is an average from 3 analysts. New target price is 73% above last closing price of RM0.95. Stock is up 10% over the past year. The company is forecast to post earnings per share of RM0.08 for next year compared to RM0.09 last year.
Reported Earnings • Apr 19Third quarter 2023 earnings released: EPS: RM0.018 (vs RM0.02 in 3Q 2022)Third quarter 2023 results: EPS: RM0.018. Revenue: RM483.9m (down 5.1% from 3Q 2022). Net income: RM16.4m (up 8.0% from 3Q 2022). Profit margin: 3.4% (up from 3.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in Malaysia.
分析記事 • Mar 17We Think Ancom Nylex Berhad (KLSE:ANCOMNY) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Jan 18Ancom Nylex Berhad Announces the Redesignation of MISS CHRISTINA FOO as Independent and Non Executive Chairman of Audit CommitteeAncom Nylex Berhad announced the redesingation of MISS CHRISTINA FOO as Independent and Non Executive Chairman of Audit Committee from Independent and Non Executive Member of Audit Committee. Age: 62. Date of change is 17 Jan. 2023. Composition of Audit Committee (Name and Directorate of members after change): Chairman:- Christina Foo (Independent Non-Executive Director); Members:- Tan Sri Dato' Seri Abdull Hamid Bin Embong (Independent Non-Executive Director); Tan Sri Dato' Sri Mohamad Fuzi Bin Harun (Independent Non-Executive Director).
Reported Earnings • Jan 18Second quarter 2023 earnings released: EPS: RM0.023 (vs RM0.016 in 2Q 2022)Second quarter 2023 results: EPS: RM0.023 (up from RM0.016 in 2Q 2022). Revenue: RM531.3m (flat on 2Q 2022). Net income: RM20.6m (up 70% from 2Q 2022). Profit margin: 3.9% (up from 2.3% in 2Q 2022). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 73% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Christina Foo 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.
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Christina Foo 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.
Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Christina Foo 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 • Sep 30Full year 2022 earnings released: EPS: RM0.09 (vs RM0.033 in FY 2021)Full year 2022 results: EPS: RM0.09 (up from RM0.033 in FY 2021). Revenue: RM2.01b (up 31% from FY 2021). Net income: RM68.2m (up 187% from FY 2021). Profit margin: 3.4% (up from 1.5% 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 75% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 29Ancom Nylex Berhad, Annual General Meeting, Oct 27, 2022Ancom Nylex Berhad, Annual General Meeting, Oct 27, 2022, at 14:30 Singapore Standard Time. Agenda: To receive the Audited Financial Statements for the financial year ended May 31, 2022 together with the Reports of the Directors and Auditors thereon; to approve the payment of Non-Executive Directors' fees for the financial year ended May 31, 2022; to approve the payment of Directors' benefits for the Non-Executive Directors from the date of the forthcoming AGM until the next annual general meeting of the Company; to re-appoint Messrs BDO PLT as Auditors of the Company and to authorize the Directors to fix their remuneration; and to consider other matters.
お知らせ • Sep 20+ 14 more updatesAncom Nylex Berhad Announces Resignation of Lim Hock Chye as Non Independent and Non Executive Member of Audit CommitteeAncom Nylex Berhad announced resignation of MR LIM HOCK CHYE, age 67, Non Independent and Non Executive Member of Audit Committee, date of change September 19, 2022. Composition of Audit Committee (Name and Directorate of members after change): Tan Sri Dato' Seri Abdull Hamid Bin Embong (Chairman - Independent Non-Executive Director), Tan Sri Dato' Sri Mohamad Fuzi Bin Harun (Member - Independent Non-Executive Director), and Christina Foo (Member - Independent Non-Executive Director).
分析記事 • Jul 27Here's Why Ancom Nylex Berhad (KLSE:ANCOMNY) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Jul 19Full year 2022 earnings released: EPS: RM0.27 (vs RM0.033 in FY 2021)Full year 2022 results: EPS: RM0.27 (up from RM0.033 in FY 2021). Revenue: RM2.01b (up 31% from FY 2021). Net income: RM68.2m (up 187% from FY 2021). Profit margin: 3.4% (up from 1.5% 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 107% per year but the company’s share price has only increased by 77% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorated over the past weekAfter last week's 66% share price decline to RM1.05, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 13x in the Chemicals industry in Malaysia. Total returns to shareholders of 138% over the past three years.
分析記事 • Apr 28Should You Be Adding Ancom Nylex Berhad (KLSE:ANCOMNY) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Reported Earnings • Apr 21Third quarter 2022 earnings released: EPS: RM0.061 (vs RM0.03 in 3Q 2021)Third quarter 2022 results: EPS: RM0.061 (up from RM0.03 in 3Q 2021). Revenue: RM510.0m (up 31% from 3Q 2021). Net income: RM15.1m (up 114% from 3Q 2021). Profit margin: 3.0% (up from 1.8% 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 51% per year but the company’s share price has increased by 100% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 30Ancom Berhad Appoints Lee Cheun Wei as Executive Managing DirectorAncom Berhad appointed Mr. Lee Cheun Wei as Executive Managing Director, Date of change 29 March 2022. Mr. Lee is a member of the Association of Chartered Certified Accountants (ACCA) and the Malaysian Institute of Accountants (MIA).
Reported Earnings • Jan 19Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: RM0.049 (up from RM0.026 in 2Q 2021). Revenue: RM532.9m (up 49% from 2Q 2021). Net income: RM12.1m (up 95% from 2Q 2021). Profit margin: 2.3% (up from 1.7% in 2Q 2021). 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 17% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 04Full year 2021 earnings released: EPS RM0.10 (vs RM0.043 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: RM1.54b (up 4.5% from FY 2020). Net income: RM23.8m (up RM33.4m from FY 2020). Profit margin: 1.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 60% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to RM2.30, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 18x in the Chemicals industry in Malaysia. Total returns to shareholders of 304% over the past three years.
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improved over the past weekAfter last week's 21% share price gain to RM1.82, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 17x in the Chemicals industry in Malaysia. Total returns to shareholders of 225% over the past three years.
分析記事 • Sep 15Here's Why Ancom Berhad (KLSE:ANCOM) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Jul 31Full year 2021 earnings released: EPS RM0.10 (vs RM0.043 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: RM1.54b (up 4.5% from FY 2020). Net income: RM23.9m (up RM33.6m from FY 2020). Profit margin: 1.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
分析記事 • Mar 26We Think Ancom Berhad (KLSE:ANCOM) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Mar 01New 90-day high: RM1.37The company is up 73% from its price of RM0.79 on 01 December 2020. The Malaysian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period.
分析記事 • Feb 19We're Watching These Trends At Ancom Berhad (KLSE:ANCOM)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Is New 90 Day High Low • Feb 09New 90-day high: RM1.17The company is up 43% from its price of RM0.82 on 11 November 2020. The Malaysian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period.
Reported Earnings • Jan 27Second quarter 2021 earnings released: EPS RM0.026 (vs RM0.006 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: RM357.3m (down 10% from 2Q 2020). Net income: RM6.19m (up 394% from 2Q 2020). Profit margin: 1.7% (up from 0.3% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 67% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
分析記事 • Jan 15If You Had Bought Ancom Berhad (KLSE:ANCOM) Stock Five Years Ago, You Could Pocket A 192% Gain TodayThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
Is New 90 Day High Low • Jan 13New 90-day high: RM1.10The company is up 40% from its price of RM0.79 on 15 October 2020. The Malaysian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period.
Is New 90 Day High Low • Dec 16New 90-day high: RM0.86The company is up 1.0% from its price of RM0.85 on 17 September 2020. The Malaysian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 35% over the same period.
分析記事 • Dec 11Is Ancom Berhad (KLSE:ANCOM) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Oct 28First quarter earnings releasedOver the last 12 months the company has reported total losses of RM7.32m, with earnings decreasing by RM16.1m from the prior year. Total revenue was RM1.41b over the last 12 months, down 24% from the prior year.