View ValuationAnn Joo Resources Berhad 将来の成長Future 基準チェック /36Ann Joo Resources Berhad利益と収益がそれぞれ年間100.8%と5.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に3.9% 99.4%なると予測されています。主要情報100.8%収益成長率99.44%EPS成長率Metals and Mining 収益成長12.1%収益成長率5.8%将来の株主資本利益率3.95%アナリストカバレッジLow最終更新日11 Jun 2026今後の成長に関する最新情報Major Estimate Revision • Jun 12Consensus EPS estimates fall by 1,375%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.26b to RM2.22b. Losses expected to increase from RM0.008 per share to RM0.12. Metals and Mining industry in Malaysia expected to see average net income growth of 26% next year. Consensus price target down from RM0.72 to RM0.54. Share price fell 4.6% to RM0.52 over the past week.Major Estimate Revision • Sep 05Consensus EPS estimates fall from profit to RM0.11 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -RM0.112 instead of RM0.037 per share profit previously forecast. Revenue forecast unchanged at RM2.65b Metals and Mining industry in Malaysia expected to see average net income growth of 21% next year. Consensus price target down from RM1.64 to RM1.35. Share price fell 2.6% to RM0.95 over the past week.Price Target Changed • May 22Price target increased by 28% to RM1.11Up from RM0.87, the current price target is provided by 1 analyst. New target price is 7.5% below last closing price of RM1.20. Stock is up 14% over the past year. The company is forecast to post earnings per share of RM0.10 next year compared to a net loss per share of RM0.0039 last year.Price Target Changed • Mar 09Price target increased by 16% to RM0.98Up from RM0.84, the current price target is an average from 3 analysts. New target price is 22% below last closing price of RM1.26. Stock is down 25% over the past year. The company is forecast to post earnings per share of RM0.091 next year compared to a net loss per share of RM0.24 last year.Major Estimate Revision • Dec 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from RM2.49b to RM2.79b. EPS estimate fell from RM0.34 to RM0.01. Net income forecast to shrink 75% next year vs 3.2% growth forecast for Metals and Mining industry in Malaysia . Consensus price target down from RM1.29 to RM0.84. Share price fell 3.5% to RM1.09 over the past week.Major Estimate Revision • Sep 02Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from RM2.46b to RM2.50b. EPS estimate increased from RM0.17 to RM0.21 per share. Net income forecast to shrink 31% next year vs 13% decline forecast for Metals and Mining industry in Malaysia. Consensus price target down from RM1.42 to RM1.29. Share price fell 4.7% to RM1.02 over the past week.すべての更新を表示Recent updatesMajor Estimate Revision • Jun 12Consensus EPS estimates fall by 1,375%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.26b to RM2.22b. Losses expected to increase from RM0.008 per share to RM0.12. Metals and Mining industry in Malaysia expected to see average net income growth of 26% next year. Consensus price target down from RM0.72 to RM0.54. Share price fell 4.6% to RM0.52 over the past week.Reported Earnings • May 28First quarter 2026 earnings released: RM0.018 loss per share (vs RM0.11 loss in 1Q 2025)First quarter 2026 results: RM0.018 loss per share (improved from RM0.11 loss in 1Q 2025). Revenue: RM457.4m (down 14% from 1Q 2025). Net loss: RM12.5m (loss narrowed 84% from 1Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.New Risk • May 25New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM393.0m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (RM393.0m market cap, or US$99.4m).Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Mohd Bin Mahfar was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 28Ann Joo Resources Berhad, Annual General Meeting, Jun 18, 2026Ann Joo Resources Berhad, Annual General Meeting, Jun 18, 2026, at 10:30 Singapore Standard Time. Location: nexus, connexion conference & event centre, spectrum and prism (level 3a), bangsar south city, no. 7,jalan kerinchi, 59200 kuala lumpur, malaysia, 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 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (RM371.9m market cap, or US$94.4m).Reported Earnings • Mar 02Full year 2025 earnings released: RM0.36 loss per share (vs RM0.50 loss in FY 2024)Full year 2025 results: RM0.36 loss per share (improved from RM0.50 loss in FY 2024). Revenue: RM2.17b (down 14% from FY 2024). Net loss: RM255.8m (loss narrowed 12% from FY 2024). Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.New Risk • Dec 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM407.0m (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 29Third quarter 2025 earnings released: RM0.075 loss per share (vs RM0.13 loss in 3Q 2024)Third quarter 2025 results: RM0.075 loss per share (improved from RM0.13 loss in 3Q 2024). Revenue: RM591.8m (down 13% from 3Q 2024). Net loss: RM52.7m (loss narrowed 29% from 3Q 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Metals and Mining industry in Malaysia. 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 18% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 31Second quarter 2025 earnings released: RM0.077 loss per share (vs RM0.08 loss in 2Q 2024)Second quarter 2025 results: RM0.077 loss per share. Revenue: RM540.2m (down 8.6% from 2Q 2024). Net loss: RM54.0m (loss widened 20% from 2Q 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Malaysia.分析記事 • Jul 23Is Ann Joo Resources Berhad (KLSE:ANNJOO) 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...分析記事 • May 07Investors Appear Satisfied With Ann Joo Resources Berhad's (KLSE:ANNJOO) Prospects As Shares Rocket 26%Ann Joo Resources Berhad ( KLSE:ANNJOO ) shareholders are no doubt pleased to see that the share price has bounced 26...Reported Earnings • May 05Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: RM0.50 loss per share (further deteriorated from RM0.004 loss in FY 2023). Revenue: RM2.52b (flat on FY 2023). Net loss: RM288.9m (loss widened RM286.7m from FY 2023). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 137%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.お知らせ • Apr 29Ann Joo Resources Berhad, Annual General Meeting, May 30, 2025Ann Joo Resources Berhad, Annual General Meeting, May 30, 2025, at 10:30 Singapore Standard Time. Location: grand forum, level 10, sunway resort hotel, persiaran lagoon, bandar sunway, 47500 petaling jaya, selangor., MalaysiaNew Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM414.0m (US$92.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (4.1% operating cash flow to total debt). Minor Risks Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (RM414.0m market cap, or US$92.4m).Reported Earnings • Mar 01Full year 2024 earnings released: RM0.41 loss per share (vs RM0.004 loss in FY 2023)Full year 2024 results: RM0.41 loss per share (further deteriorated from RM0.004 loss in FY 2023). Revenue: RM2.53b (flat on FY 2023). Net loss: RM284.5m (loss widened RM282.3m from FY 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.New Risk • Dec 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.3% operating cash flow to total debt). Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).Reported Earnings • Nov 28Third quarter 2024 earnings released: RM0.13 loss per share (vs RM0.099 loss in 3Q 2023)Third quarter 2024 results: RM0.13 loss per share (further deteriorated from RM0.099 loss in 3Q 2023). Revenue: RM681.6m (up 6.7% from 3Q 2023). Net loss: RM74.7m (loss widened 34% from 3Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.お知らせ • Nov 06Ann Joo Resources Berhad has completed a Follow-on Equity Offering in the amount of MYR 105.536094 million.Ann Joo Resources Berhad has completed a Follow-on Equity Offering in the amount of MYR 105.536094 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 131,920,117 Price\Range: MYR 0.8 Security Features: Attached Warrants Transaction Features: Rights Offering分析記事 • Nov 05Investors Continue Waiting On Sidelines For Ann Joo Resources Berhad (KLSE:ANNJOO)There wouldn't be many who think Ann Joo Resources Berhad's ( KLSE:ANNJOO ) price-to-sales (or "P/S") ratio of 0.2x is...Major Estimate Revision • Sep 05Consensus EPS estimates fall from profit to RM0.11 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -RM0.112 instead of RM0.037 per share profit previously forecast. Revenue forecast unchanged at RM2.65b Metals and Mining industry in Malaysia expected to see average net income growth of 21% next year. Consensus price target down from RM1.64 to RM1.35. Share price fell 2.6% to RM0.95 over the past week.Reported Earnings • Aug 30Second quarter 2024 earnings released: RM0.08 loss per share (vs RM0.001 profit in 2Q 2023)Second quarter 2024 results: RM0.08 loss per share (down from RM0.001 profit in 2Q 2023). Revenue: RM591.1m (flat on 2Q 2023). Net loss: RM44.9m (down RM45.6m from profit in 2Q 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.お知らせ • Aug 20Ann Joo Resources Berhad Announces Appointment of Kong Tat Wai as Company SecretaryAnn Joo Resources Berhad announced appointment of Kong Tat Wai WAI as Company Secretary. Date Of Change is August 20, 2024.お知らせ • Jul 18Ann Joo Resources Berhad Announces Resignation of Lim Kam Choy as Company SecretaryAnn Joo Resources Berhad announced resignation of Lim Kam Choy as Company Secretary, effective July 18, 2024.お知らせ • Jul 03Ann Joo Resources Berhad Appoints Lim Li Heong as Joint SecretaryAnn Joo Resources Berhad announced appointment of Lim Li Heong as Joint Secretary. Date of change is 02 July 2024.分析記事 • Jul 02Ann Joo Resources Berhad (KLSE:ANNJOO) Looks Just Right With A 27% Price JumpAnn Joo Resources Berhad ( KLSE:ANNJOO ) shareholders would be excited to see that the share price has had a great...お知らせ • Jul 02+ 1 more updateAnn Joo Resources Berhad Appoints Wong Mee Kiat as Joint SecretaryAnn Joo Resources Berhad announced appointment of Wong Mee Kiat as Joint Secretary. Date Of Change is 02 July 2024.Reported Earnings • Jun 04First quarter 2024 earnings released: RM0.027 loss per share (vs RM0.038 loss in 1Q 2023)First quarter 2024 results: RM0.027 loss per share (improved from RM0.038 loss in 1Q 2023). Revenue: RM648.1m (down 3.4% from 1Q 2023). Net loss: RM15.0m (loss narrowed 29% from 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.Price Target Changed • May 22Price target increased by 28% to RM1.11Up from RM0.87, the current price target is provided by 1 analyst. New target price is 7.5% below last closing price of RM1.20. Stock is up 14% over the past year. The company is forecast to post earnings per share of RM0.10 next year compared to a net loss per share of RM0.0039 last year.お知らせ • Apr 28Ann Joo Resources Berhad, Annual General Meeting, Jun 25, 2024Ann Joo Resources Berhad, Annual General Meeting, Jun 25, 2024, at 10:30 Singapore Standard Time. Location: Training Room, Ground Floor, Wisma Ann Joo Lot 19391, Batu 8 ½, Jalan Klang Lama, 46000 Petaling Jaya, Selangor Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 31 December 2023 and the Reports of the Directors and Auditors thereon;to approve the payment of Directors' fees for the period from 1 July 2024 to 30 June 2025; to approve the payment of meeting attendance allowance to Directors for the period from the date of passing of this Ordinary Resolution to the next Annual General Meeting ("AGM") of the Company; to re-elect the following Directors, who shall retire pursuant to Regulation 134 of the Company's Constitution and who being eligible, offer themselves for re-election; and to re-appoint BDO PLT as the Auditors of the Company and to authorize the Directors to fix their remuneration; and to consider other matters.Reported Earnings • Feb 29Full year 2023 earnings released: RM0.004 loss per share (vs RM0.24 loss in FY 2022)Full year 2023 results: RM0.004 loss per share (improved from RM0.24 loss in FY 2022). Revenue: RM2.51b (down 17% from FY 2022). Net loss: RM2.19m (loss narrowed 98% from FY 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Metals and Mining industry in Malaysia. 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 21% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 28Third quarter 2023 earnings released: RM0.099 loss per share (vs RM0.24 loss in 3Q 2022)Third quarter 2023 results: RM0.099 loss per share (improved from RM0.24 loss in 3Q 2022). Revenue: RM638.6m (down 16% from 3Q 2022). Net loss: RM55.7m (loss narrowed 58% from 3Q 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: RM0.001 (vs RM0.061 in 2Q 2022)Second quarter 2023 results: EPS: RM0.001 (down from RM0.061 in 2Q 2022). Revenue: RM593.6m (down 26% from 2Q 2022). Net income: RM643.0k (down 98% from 2Q 2022). Profit margin: 0.1% (down from 4.2% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Aug 30+ 5 more updatesAnn Joo Resources Berhad Announces Resignation of LIM SIN SEONG as Non Independent and Non Executive DirectorAnn Joo Resources Berhad announced the Resignation of Mr. LIM SIN SEONG, age 67 as Non Independent and Non Executive Director due to Personal reasons. Date of change is on August 29, 2023.お知らせ • May 31+ 3 more updatesAnn Joo Resources Berhad Announces Resignation of Datuk Kamarudin Bin Md Ali as Independent and Non Executive Member of Audit Committee, Effective 31 May 2023Ann Joo Resources Berhad announced resignation of Datuk Kamarudin Bin Md Ali as Independent and Non Executive Member of Audit Committee. Age is 73. Date of change is 31 May 2023. Composition of Audit Committee (Name and Directorate of members after change) Tan Sri Datuk Wira Dr. Hj. Mohd Shukor Bin Hj. Mahfar (Member). Dato' Chan Choy Lin (Member).Reported Earnings • May 30First quarter 2023 earnings released: RM0.037 loss per share (vs RM0.06 profit in 1Q 2022)First quarter 2023 results: RM0.037 loss per share (down from RM0.06 profit in 1Q 2022). Revenue: RM670.7m (flat on 1Q 2022). Net loss: RM21.1m (down 164% from profit in 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • May 30+ 6 more updatesAnn Joo Resources Berhad Announces Appointment of Tan Sri Datuk Wira Dr. Hj. Mohd Shukor Bin Hj. Mahfar as Independent and Non Executive Member of Nomination Committee, Effective 31 May 2023Ann Joo Resources Berhad announced appointment of Tan Sri Datuk Wira Dr. Hj. Mohd Shukor Bin Hj. Mahfar as Independent and Non Executive Member of Nomination Committee. Date of change is 31 May 2023. Age: 67. Composition of Nomination Committee (Name and Directorate of members after change): Dato' Chan Choy Lin (Chairman). Tan Sri Datuk Wira Dr. Hj. Mohd Shukor Bin Hj. Mahfar (Member).Price Target Changed • Mar 09Price target increased by 16% to RM0.98Up from RM0.84, the current price target is an average from 3 analysts. New target price is 22% below last closing price of RM1.26. Stock is down 25% over the past year. The company is forecast to post earnings per share of RM0.091 next year compared to a net loss per share of RM0.24 last year.Reported Earnings • Feb 28Full year 2022 earnings released: RM0.24 loss per share (vs RM0.45 profit in FY 2021)Full year 2022 results: RM0.24 loss per share (down from RM0.45 profit in FY 2021). Revenue: RM3.03b (up 27% from FY 2021). Net loss: RM132.6m (down 155% from profit in FY 2021). Revenue is expected to decline by 3.3% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Malaysia are expected to grow by 5.9%. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 27Health Check: How Prudently Does Ann Joo Resources Berhad (KLSE:ANNJOO) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Dec 03Third quarter 2022 earnings released: RM0.24 loss per share (vs RM0.13 profit in 3Q 2021)Third quarter 2022 results: RM0.24 loss per share (down from RM0.13 profit in 3Q 2021). Revenue: RM760.8m (up 88% from 3Q 2021). Net loss: RM133.5m (down 293% from profit in 3Q 2021). Revenue is expected to decline by 10% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Malaysia are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Dec 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from RM2.49b to RM2.79b. EPS estimate fell from RM0.34 to RM0.01. Net income forecast to shrink 75% next year vs 3.2% growth forecast for Metals and Mining industry in Malaysia . Consensus price target down from RM1.29 to RM0.84. Share price fell 3.5% to RM1.09 over the past week.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Non-Executive Director Carol Chan was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Sep 02Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from RM2.46b to RM2.50b. EPS estimate increased from RM0.17 to RM0.21 per share. Net income forecast to shrink 31% next year vs 13% decline forecast for Metals and Mining industry in Malaysia. Consensus price target down from RM1.42 to RM1.29. Share price fell 4.7% to RM1.02 over the past week.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: RM0.061 (vs RM0.15 in 2Q 2021)Second quarter 2022 results: EPS: RM0.061 (down from RM0.15 in 2Q 2021). Revenue: RM805.9m (up 20% from 2Q 2021). Net income: RM34.1m (down 59% from 2Q 2021). Profit margin: 4.2% (down from 12% in 2Q 2021). Over the next year, revenue is expected to shrink by 6.6% compared to a 4.5% growth forecast for the Metals and Mining 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 fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • Aug 02Returns On Capital Signal Difficult Times Ahead For Ann Joo Resources Berhad (KLSE:ANNJOO)If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to RM1.22, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Malaysia. Total loss to shareholders of 7.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM0.57 per share.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to RM1.13, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Malaysia. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM0.60 per share.Major Estimate Revision • Jun 03Consensus EPS estimates fall by 40%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from RM2.66b to RM2.46b. EPS estimate also fell from RM0.29 per share to RM0.17 per share. Net income forecast to shrink 53% next year vs 4.5% growth forecast for Metals and Mining industry in Malaysia . Consensus price target down from RM2.07 to RM1.59. Share price fell 4.1% to RM1.39 over the past week.Price Target Changed • May 30Price target decreased to RM1.59Down from RM2.12, the current price target is an average from 2 analysts. New target price is 17% above last closing price of RM1.36. Stock is down 39% over the past year. The company is forecast to post earnings per share of RM0.17 for next year compared to RM0.45 last year.分析記事 • May 05Shareholders Can Be Confident That Ann Joo Resources Berhad's (KLSE:ANNJOO) Earnings Are High QualityAnn Joo Resources Berhad ( KLSE:ANNJOO ) just reported healthy earnings but the stock price didn't move much. Investors...Reported Earnings • May 03Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: RM0.45 (up from RM0.18 loss in FY 2020). Revenue: RM2.40b (up 27% from FY 2020). Net income: RM242.9m (up RM342.9m from FY 2020). Profit margin: 10% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 28%. Over the next year, revenue is forecast to grow 11%, compared to a 34% growth forecast for the mining industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. Independent Non-Executive Director Carol Chan was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 21Upcoming dividend of RM0.06 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 6.2%. Within top quartile of Malaysian dividend payers (4.4%). Higher than average of industry peers (1.0%).Reported Earnings • Mar 02Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: RM0.45 (up from RM0.18 loss in FY 2020). Revenue: RM2.40b (up 27% from FY 2020). Net income: RM242.9m (up RM342.9m from FY 2020). Profit margin: 10% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 11%, compared to a 33% growth forecast for the mining industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 28Is Ann Joo Resources Berhad (KLSE:ANNJOO) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Dec 06Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from RM2.68b to RM2.64b. EPS estimate rose from RM0.47 to RM0.55. Net income forecast to shrink 8.8% next year vs 8.1% growth forecast for Metals and Mining industry in Malaysia . Consensus price target down from RM2.51 to RM2.22. Share price fell 5.4% to RM1.74 over the past week.Reported Earnings • Nov 30Third quarter 2021 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2021 results: EPS: RM0.13 (up from RM0.035 loss in 3Q 2020). Revenue: RM405.7m (down 28% from 3Q 2020). Net income: RM69.1m (up RM88.0m from 3Q 2020). Profit margin: 17% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the next year, revenue is forecast to grow 21%, compared to a 33% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.分析記事 • Oct 08Ann Joo Resources Berhad (KLSE:ANNJOO) Is Experiencing Growth In Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • Sep 07Upcoming dividend of RM0.06 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 14 October 2021. Trailing yield: 2.2%. Lower than top quartile of Malaysian dividend payers (4.0%). Higher than average of industry peers (0.6%).Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to RM2.67, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Malaysia. Total returns to shareholders of 48% over the past three years.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS RM0.15 (vs RM0.10 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: RM674.1m (up 95% from 2Q 2020). Net income: RM83.7m (up RM140.4m from 2Q 2020). Profit margin: 12% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.分析記事 • Jul 19Ann Joo Resources Berhad (KLSE:ANNJOO) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jun 24Ann Joo Resources Berhad (KLSE:ANNJOO) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...分析記事 • May 30An Intrinsic Calculation For Ann Joo Resources Berhad (KLSE:ANNJOO) Suggests It's 43% UndervaluedToday we will run through one way of estimating the intrinsic value of Ann Joo Resources Berhad ( KLSE:ANNJOO ) by...Reported Earnings • May 30First quarter 2021 earnings released: EPS RM0.14 (vs RM0.057 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: RM576.7m (up 29% from 1Q 2020). Net income: RM73.6m (up RM104.2m from 1Q 2020). Profit margin: 13% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.分析記事 • Mar 24Earnings Beat: Ann Joo Resources Berhad (KLSE:ANNJOO) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsAs you might know, Ann Joo Resources Berhad ( KLSE:ANNJOO ) just kicked off its latest yearly results with some very...Reported Earnings • Mar 23Full year 2020 earnings released: RM0.18 loss per share (vs RM0.17 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: RM1.89b (down 15% from FY 2019). Net loss: RM100.0m (loss widened 11% from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.分析記事 • Mar 19Would Ann Joo Resources Berhad (KLSE:ANNJOO) Be Better Off With Less Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Feb 10New 90-day high: RM1.81The company is up 172% from its price of RM0.67 on 12 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 Metals and Mining industry, which is up 48% over the same period.分析記事 • Jan 26Did You Participate In Any Of Ann Joo Resources Berhad's (KLSE:ANNJOO) Fantastic 177% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...Is New 90 Day High Low • Dec 23New 90-day high: RM1.43The company is up 113% from its price of RM0.67 on 24 September 2020. The Malaysian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 55% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM11.55 per share.Is New 90 Day High Low • Dec 07New 90-day high: RM1.14The company is up 70% from its price of RM0.67 on 08 September 2020. The Malaysian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 48% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM9.07 per share.分析記事 • Dec 04Is Ann Joo Resources Berhad (KLSE:ANNJOO) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Price Target Changed • Nov 30Price target raised to RM0.68Up from RM0.58, the current price target is an average from 3 analysts. The new target price is 23% below the current share price of RM0.89. As of last close, the stock is down 9.2% over the past year.Reported Earnings • Nov 28Third quarter 2020 earnings released: RM0.035 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2020 results: Revenue: RM560.2m (up 11% from 3Q 2019). Net loss: RM18.9m (loss narrowed 71% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 102% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 19New 90-day high: RM0.73The company is up 4.0% from its price of RM0.70 on 21 August 2020. The Malaysian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM0.10 per share.Is New 90 Day High Low • Oct 26New 90-day low: RM0.64The company is down 8.0% from its price of RM0.69 on 28 July 2020. The Malaysian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM0.10 per share.業績と収益の成長予測KLSE:ANNJOO - アナリストの将来予測と過去の財務データ ( )MYR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,45234N/A70112/31/20272,38825N/A77112/31/20262,216-74N/A-23013/31/20262,099-190169183N/A12/31/20252,172-256252272N/A9/30/20252,267-3403392N/A6/30/20252,356-362195250N/A3/31/20252,407-353118190N/A12/31/20242,524-289-3445N/A9/30/20242,526-6160112N/A6/30/20242,483-42-101-36N/A3/31/20242,4854-220-157N/A12/31/20232,508-2-188-114N/A9/30/20232,698-142-145-56N/A6/30/20232,820-220-141-59N/A3/31/20233,032-187-137-60N/A12/31/20223,035-133-111-54N/A9/30/20222,979-50-251-223N/A6/30/20222,624153-201-183N/A3/31/20222,4922022230N/A12/31/20212,396243-74-68N/A9/30/20212,19623396107N/A6/30/20212,350145138148N/A3/31/20212,02248291N/A12/31/20201,891-1008492N/A9/30/20201,955-87131130N/A6/30/20201,901-133921N/A3/31/20202,129-1142955N/A12/31/20192,221-90N/A71N/A9/30/20192,293-76N/A12N/A6/30/20192,33623N/A12N/A3/31/20192,27182N/A-129N/A12/31/20182,322150N/A-59N/A9/30/20182,257172N/A-183N/A6/30/20182,304185N/A22N/A3/31/20182,285193N/A185N/A12/31/20172,195205N/A193N/A9/30/20172,057196N/A174N/A6/30/20171,786171N/A-5N/A3/31/20171,880235N/A213N/A12/31/20161,870167N/A340N/A9/30/20161,81173N/A485N/A6/30/20161,813-32N/A537N/A3/31/20161,730-135N/A359N/A12/31/20151,761-135N/A136N/A9/30/20151,839-95N/A5N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ANNJOOは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.8% ) よりも高い成長率であると考えられます。収益対市場: ANNJOO今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: ANNJOO今後 3 年以内に収益を上げることが予想されます。収益対市場: ANNJOOの収益 ( 5.8% ) MY市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: ANNJOOの収益 ( 5.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ANNJOOの 自己資本利益率 は、3年後には低くなると予測されています ( 3.9 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2026/07/31 13:53終値2026/07/31 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Ann Joo Resources Berhad 1 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。10 アナリスト機関Jake Hui YapAmInvestment Bank Berhadnull nullBIMB Securities Sdn. BhdWen ChyeHong Leong Investment Bank Berhad7 その他のアナリストを表示
Major Estimate Revision • Jun 12Consensus EPS estimates fall by 1,375%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.26b to RM2.22b. Losses expected to increase from RM0.008 per share to RM0.12. Metals and Mining industry in Malaysia expected to see average net income growth of 26% next year. Consensus price target down from RM0.72 to RM0.54. Share price fell 4.6% to RM0.52 over the past week.
Major Estimate Revision • Sep 05Consensus EPS estimates fall from profit to RM0.11 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -RM0.112 instead of RM0.037 per share profit previously forecast. Revenue forecast unchanged at RM2.65b Metals and Mining industry in Malaysia expected to see average net income growth of 21% next year. Consensus price target down from RM1.64 to RM1.35. Share price fell 2.6% to RM0.95 over the past week.
Price Target Changed • May 22Price target increased by 28% to RM1.11Up from RM0.87, the current price target is provided by 1 analyst. New target price is 7.5% below last closing price of RM1.20. Stock is up 14% over the past year. The company is forecast to post earnings per share of RM0.10 next year compared to a net loss per share of RM0.0039 last year.
Price Target Changed • Mar 09Price target increased by 16% to RM0.98Up from RM0.84, the current price target is an average from 3 analysts. New target price is 22% below last closing price of RM1.26. Stock is down 25% over the past year. The company is forecast to post earnings per share of RM0.091 next year compared to a net loss per share of RM0.24 last year.
Major Estimate Revision • Dec 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from RM2.49b to RM2.79b. EPS estimate fell from RM0.34 to RM0.01. Net income forecast to shrink 75% next year vs 3.2% growth forecast for Metals and Mining industry in Malaysia . Consensus price target down from RM1.29 to RM0.84. Share price fell 3.5% to RM1.09 over the past week.
Major Estimate Revision • Sep 02Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from RM2.46b to RM2.50b. EPS estimate increased from RM0.17 to RM0.21 per share. Net income forecast to shrink 31% next year vs 13% decline forecast for Metals and Mining industry in Malaysia. Consensus price target down from RM1.42 to RM1.29. Share price fell 4.7% to RM1.02 over the past week.
Major Estimate Revision • Jun 12Consensus EPS estimates fall by 1,375%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.26b to RM2.22b. Losses expected to increase from RM0.008 per share to RM0.12. Metals and Mining industry in Malaysia expected to see average net income growth of 26% next year. Consensus price target down from RM0.72 to RM0.54. Share price fell 4.6% to RM0.52 over the past week.
Reported Earnings • May 28First quarter 2026 earnings released: RM0.018 loss per share (vs RM0.11 loss in 1Q 2025)First quarter 2026 results: RM0.018 loss per share (improved from RM0.11 loss in 1Q 2025). Revenue: RM457.4m (down 14% from 1Q 2025). Net loss: RM12.5m (loss narrowed 84% from 1Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
New Risk • May 25New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM393.0m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (RM393.0m market cap, or US$99.4m).
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Mohd Bin Mahfar was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 28Ann Joo Resources Berhad, Annual General Meeting, Jun 18, 2026Ann Joo Resources Berhad, Annual General Meeting, Jun 18, 2026, at 10:30 Singapore Standard Time. Location: nexus, connexion conference & event centre, spectrum and prism (level 3a), bangsar south city, no. 7,jalan kerinchi, 59200 kuala lumpur, malaysia, 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 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (RM371.9m market cap, or US$94.4m).
Reported Earnings • Mar 02Full year 2025 earnings released: RM0.36 loss per share (vs RM0.50 loss in FY 2024)Full year 2025 results: RM0.36 loss per share (improved from RM0.50 loss in FY 2024). Revenue: RM2.17b (down 14% from FY 2024). Net loss: RM255.8m (loss narrowed 12% from FY 2024). Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
New Risk • Dec 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM407.0m (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 29Third quarter 2025 earnings released: RM0.075 loss per share (vs RM0.13 loss in 3Q 2024)Third quarter 2025 results: RM0.075 loss per share (improved from RM0.13 loss in 3Q 2024). Revenue: RM591.8m (down 13% from 3Q 2024). Net loss: RM52.7m (loss narrowed 29% from 3Q 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Metals and Mining industry in Malaysia. 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 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 31Second quarter 2025 earnings released: RM0.077 loss per share (vs RM0.08 loss in 2Q 2024)Second quarter 2025 results: RM0.077 loss per share. Revenue: RM540.2m (down 8.6% from 2Q 2024). Net loss: RM54.0m (loss widened 20% from 2Q 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Malaysia.
分析記事 • Jul 23Is Ann Joo Resources Berhad (KLSE:ANNJOO) 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...
分析記事 • May 07Investors Appear Satisfied With Ann Joo Resources Berhad's (KLSE:ANNJOO) Prospects As Shares Rocket 26%Ann Joo Resources Berhad ( KLSE:ANNJOO ) shareholders are no doubt pleased to see that the share price has bounced 26...
Reported Earnings • May 05Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: RM0.50 loss per share (further deteriorated from RM0.004 loss in FY 2023). Revenue: RM2.52b (flat on FY 2023). Net loss: RM288.9m (loss widened RM286.7m from FY 2023). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 137%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 29Ann Joo Resources Berhad, Annual General Meeting, May 30, 2025Ann Joo Resources Berhad, Annual General Meeting, May 30, 2025, at 10:30 Singapore Standard Time. Location: grand forum, level 10, sunway resort hotel, persiaran lagoon, bandar sunway, 47500 petaling jaya, selangor., Malaysia
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM414.0m (US$92.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (4.1% operating cash flow to total debt). Minor Risks Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (RM414.0m market cap, or US$92.4m).
Reported Earnings • Mar 01Full year 2024 earnings released: RM0.41 loss per share (vs RM0.004 loss in FY 2023)Full year 2024 results: RM0.41 loss per share (further deteriorated from RM0.004 loss in FY 2023). Revenue: RM2.53b (flat on FY 2023). Net loss: RM284.5m (loss widened RM282.3m from FY 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.
New Risk • Dec 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.3% operating cash flow to total debt). Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).
Reported Earnings • Nov 28Third quarter 2024 earnings released: RM0.13 loss per share (vs RM0.099 loss in 3Q 2023)Third quarter 2024 results: RM0.13 loss per share (further deteriorated from RM0.099 loss in 3Q 2023). Revenue: RM681.6m (up 6.7% from 3Q 2023). Net loss: RM74.7m (loss widened 34% from 3Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 06Ann Joo Resources Berhad has completed a Follow-on Equity Offering in the amount of MYR 105.536094 million.Ann Joo Resources Berhad has completed a Follow-on Equity Offering in the amount of MYR 105.536094 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 131,920,117 Price\Range: MYR 0.8 Security Features: Attached Warrants Transaction Features: Rights Offering
分析記事 • Nov 05Investors Continue Waiting On Sidelines For Ann Joo Resources Berhad (KLSE:ANNJOO)There wouldn't be many who think Ann Joo Resources Berhad's ( KLSE:ANNJOO ) price-to-sales (or "P/S") ratio of 0.2x is...
Major Estimate Revision • Sep 05Consensus EPS estimates fall from profit to RM0.11 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -RM0.112 instead of RM0.037 per share profit previously forecast. Revenue forecast unchanged at RM2.65b Metals and Mining industry in Malaysia expected to see average net income growth of 21% next year. Consensus price target down from RM1.64 to RM1.35. Share price fell 2.6% to RM0.95 over the past week.
Reported Earnings • Aug 30Second quarter 2024 earnings released: RM0.08 loss per share (vs RM0.001 profit in 2Q 2023)Second quarter 2024 results: RM0.08 loss per share (down from RM0.001 profit in 2Q 2023). Revenue: RM591.1m (flat on 2Q 2023). Net loss: RM44.9m (down RM45.6m from profit in 2Q 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 20Ann Joo Resources Berhad Announces Appointment of Kong Tat Wai as Company SecretaryAnn Joo Resources Berhad announced appointment of Kong Tat Wai WAI as Company Secretary. Date Of Change is August 20, 2024.
お知らせ • Jul 18Ann Joo Resources Berhad Announces Resignation of Lim Kam Choy as Company SecretaryAnn Joo Resources Berhad announced resignation of Lim Kam Choy as Company Secretary, effective July 18, 2024.
お知らせ • Jul 03Ann Joo Resources Berhad Appoints Lim Li Heong as Joint SecretaryAnn Joo Resources Berhad announced appointment of Lim Li Heong as Joint Secretary. Date of change is 02 July 2024.
分析記事 • Jul 02Ann Joo Resources Berhad (KLSE:ANNJOO) Looks Just Right With A 27% Price JumpAnn Joo Resources Berhad ( KLSE:ANNJOO ) shareholders would be excited to see that the share price has had a great...
お知らせ • Jul 02+ 1 more updateAnn Joo Resources Berhad Appoints Wong Mee Kiat as Joint SecretaryAnn Joo Resources Berhad announced appointment of Wong Mee Kiat as Joint Secretary. Date Of Change is 02 July 2024.
Reported Earnings • Jun 04First quarter 2024 earnings released: RM0.027 loss per share (vs RM0.038 loss in 1Q 2023)First quarter 2024 results: RM0.027 loss per share (improved from RM0.038 loss in 1Q 2023). Revenue: RM648.1m (down 3.4% from 1Q 2023). Net loss: RM15.0m (loss narrowed 29% from 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
Price Target Changed • May 22Price target increased by 28% to RM1.11Up from RM0.87, the current price target is provided by 1 analyst. New target price is 7.5% below last closing price of RM1.20. Stock is up 14% over the past year. The company is forecast to post earnings per share of RM0.10 next year compared to a net loss per share of RM0.0039 last year.
お知らせ • Apr 28Ann Joo Resources Berhad, Annual General Meeting, Jun 25, 2024Ann Joo Resources Berhad, Annual General Meeting, Jun 25, 2024, at 10:30 Singapore Standard Time. Location: Training Room, Ground Floor, Wisma Ann Joo Lot 19391, Batu 8 ½, Jalan Klang Lama, 46000 Petaling Jaya, Selangor Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 31 December 2023 and the Reports of the Directors and Auditors thereon;to approve the payment of Directors' fees for the period from 1 July 2024 to 30 June 2025; to approve the payment of meeting attendance allowance to Directors for the period from the date of passing of this Ordinary Resolution to the next Annual General Meeting ("AGM") of the Company; to re-elect the following Directors, who shall retire pursuant to Regulation 134 of the Company's Constitution and who being eligible, offer themselves for re-election; and to re-appoint BDO PLT as the Auditors of the Company and to authorize the Directors to fix their remuneration; and to consider other matters.
Reported Earnings • Feb 29Full year 2023 earnings released: RM0.004 loss per share (vs RM0.24 loss in FY 2022)Full year 2023 results: RM0.004 loss per share (improved from RM0.24 loss in FY 2022). Revenue: RM2.51b (down 17% from FY 2022). Net loss: RM2.19m (loss narrowed 98% from FY 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Metals and Mining industry in Malaysia. 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 21% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 28Third quarter 2023 earnings released: RM0.099 loss per share (vs RM0.24 loss in 3Q 2022)Third quarter 2023 results: RM0.099 loss per share (improved from RM0.24 loss in 3Q 2022). Revenue: RM638.6m (down 16% from 3Q 2022). Net loss: RM55.7m (loss narrowed 58% from 3Q 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: RM0.001 (vs RM0.061 in 2Q 2022)Second quarter 2023 results: EPS: RM0.001 (down from RM0.061 in 2Q 2022). Revenue: RM593.6m (down 26% from 2Q 2022). Net income: RM643.0k (down 98% from 2Q 2022). Profit margin: 0.1% (down from 4.2% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Aug 30+ 5 more updatesAnn Joo Resources Berhad Announces Resignation of LIM SIN SEONG as Non Independent and Non Executive DirectorAnn Joo Resources Berhad announced the Resignation of Mr. LIM SIN SEONG, age 67 as Non Independent and Non Executive Director due to Personal reasons. Date of change is on August 29, 2023.
お知らせ • May 31+ 3 more updatesAnn Joo Resources Berhad Announces Resignation of Datuk Kamarudin Bin Md Ali as Independent and Non Executive Member of Audit Committee, Effective 31 May 2023Ann Joo Resources Berhad announced resignation of Datuk Kamarudin Bin Md Ali as Independent and Non Executive Member of Audit Committee. Age is 73. Date of change is 31 May 2023. Composition of Audit Committee (Name and Directorate of members after change) Tan Sri Datuk Wira Dr. Hj. Mohd Shukor Bin Hj. Mahfar (Member). Dato' Chan Choy Lin (Member).
Reported Earnings • May 30First quarter 2023 earnings released: RM0.037 loss per share (vs RM0.06 profit in 1Q 2022)First quarter 2023 results: RM0.037 loss per share (down from RM0.06 profit in 1Q 2022). Revenue: RM670.7m (flat on 1Q 2022). Net loss: RM21.1m (down 164% from profit in 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Metals and Mining industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • May 30+ 6 more updatesAnn Joo Resources Berhad Announces Appointment of Tan Sri Datuk Wira Dr. Hj. Mohd Shukor Bin Hj. Mahfar as Independent and Non Executive Member of Nomination Committee, Effective 31 May 2023Ann Joo Resources Berhad announced appointment of Tan Sri Datuk Wira Dr. Hj. Mohd Shukor Bin Hj. Mahfar as Independent and Non Executive Member of Nomination Committee. Date of change is 31 May 2023. Age: 67. Composition of Nomination Committee (Name and Directorate of members after change): Dato' Chan Choy Lin (Chairman). Tan Sri Datuk Wira Dr. Hj. Mohd Shukor Bin Hj. Mahfar (Member).
Price Target Changed • Mar 09Price target increased by 16% to RM0.98Up from RM0.84, the current price target is an average from 3 analysts. New target price is 22% below last closing price of RM1.26. Stock is down 25% over the past year. The company is forecast to post earnings per share of RM0.091 next year compared to a net loss per share of RM0.24 last year.
Reported Earnings • Feb 28Full year 2022 earnings released: RM0.24 loss per share (vs RM0.45 profit in FY 2021)Full year 2022 results: RM0.24 loss per share (down from RM0.45 profit in FY 2021). Revenue: RM3.03b (up 27% from FY 2021). Net loss: RM132.6m (down 155% from profit in FY 2021). Revenue is expected to decline by 3.3% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Malaysia are expected to grow by 5.9%. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 27Health Check: How Prudently Does Ann Joo Resources Berhad (KLSE:ANNJOO) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Dec 03Third quarter 2022 earnings released: RM0.24 loss per share (vs RM0.13 profit in 3Q 2021)Third quarter 2022 results: RM0.24 loss per share (down from RM0.13 profit in 3Q 2021). Revenue: RM760.8m (up 88% from 3Q 2021). Net loss: RM133.5m (down 293% from profit in 3Q 2021). Revenue is expected to decline by 10% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Malaysia are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Dec 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from RM2.49b to RM2.79b. EPS estimate fell from RM0.34 to RM0.01. Net income forecast to shrink 75% next year vs 3.2% growth forecast for Metals and Mining industry in Malaysia . Consensus price target down from RM1.29 to RM0.84. Share price fell 3.5% to RM1.09 over the past week.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Non-Executive Director Carol Chan was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Sep 02Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from RM2.46b to RM2.50b. EPS estimate increased from RM0.17 to RM0.21 per share. Net income forecast to shrink 31% next year vs 13% decline forecast for Metals and Mining industry in Malaysia. Consensus price target down from RM1.42 to RM1.29. Share price fell 4.7% to RM1.02 over the past week.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: RM0.061 (vs RM0.15 in 2Q 2021)Second quarter 2022 results: EPS: RM0.061 (down from RM0.15 in 2Q 2021). Revenue: RM805.9m (up 20% from 2Q 2021). Net income: RM34.1m (down 59% from 2Q 2021). Profit margin: 4.2% (down from 12% in 2Q 2021). Over the next year, revenue is expected to shrink by 6.6% compared to a 4.5% growth forecast for the Metals and Mining 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 fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • Aug 02Returns On Capital Signal Difficult Times Ahead For Ann Joo Resources Berhad (KLSE:ANNJOO)If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to RM1.22, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Malaysia. Total loss to shareholders of 7.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM0.57 per share.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to RM1.13, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Malaysia. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM0.60 per share.
Major Estimate Revision • Jun 03Consensus EPS estimates fall by 40%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from RM2.66b to RM2.46b. EPS estimate also fell from RM0.29 per share to RM0.17 per share. Net income forecast to shrink 53% next year vs 4.5% growth forecast for Metals and Mining industry in Malaysia . Consensus price target down from RM2.07 to RM1.59. Share price fell 4.1% to RM1.39 over the past week.
Price Target Changed • May 30Price target decreased to RM1.59Down from RM2.12, the current price target is an average from 2 analysts. New target price is 17% above last closing price of RM1.36. Stock is down 39% over the past year. The company is forecast to post earnings per share of RM0.17 for next year compared to RM0.45 last year.
分析記事 • May 05Shareholders Can Be Confident That Ann Joo Resources Berhad's (KLSE:ANNJOO) Earnings Are High QualityAnn Joo Resources Berhad ( KLSE:ANNJOO ) just reported healthy earnings but the stock price didn't move much. Investors...
Reported Earnings • May 03Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: RM0.45 (up from RM0.18 loss in FY 2020). Revenue: RM2.40b (up 27% from FY 2020). Net income: RM242.9m (up RM342.9m from FY 2020). Profit margin: 10% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 28%. Over the next year, revenue is forecast to grow 11%, compared to a 34% growth forecast for the mining industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. Independent Non-Executive Director Carol Chan was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 21Upcoming dividend of RM0.06 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 6.2%. Within top quartile of Malaysian dividend payers (4.4%). Higher than average of industry peers (1.0%).
Reported Earnings • Mar 02Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: RM0.45 (up from RM0.18 loss in FY 2020). Revenue: RM2.40b (up 27% from FY 2020). Net income: RM242.9m (up RM342.9m from FY 2020). Profit margin: 10% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 11%, compared to a 33% growth forecast for the mining industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 28Is Ann Joo Resources Berhad (KLSE:ANNJOO) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Dec 06Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from RM2.68b to RM2.64b. EPS estimate rose from RM0.47 to RM0.55. Net income forecast to shrink 8.8% next year vs 8.1% growth forecast for Metals and Mining industry in Malaysia . Consensus price target down from RM2.51 to RM2.22. Share price fell 5.4% to RM1.74 over the past week.
Reported Earnings • Nov 30Third quarter 2021 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2021 results: EPS: RM0.13 (up from RM0.035 loss in 3Q 2020). Revenue: RM405.7m (down 28% from 3Q 2020). Net income: RM69.1m (up RM88.0m from 3Q 2020). Profit margin: 17% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the next year, revenue is forecast to grow 21%, compared to a 33% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
分析記事 • Oct 08Ann Joo Resources Berhad (KLSE:ANNJOO) Is Experiencing Growth In Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • Sep 07Upcoming dividend of RM0.06 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 14 October 2021. Trailing yield: 2.2%. Lower than top quartile of Malaysian dividend payers (4.0%). Higher than average of industry peers (0.6%).
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to RM2.67, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Malaysia. Total returns to shareholders of 48% over the past three years.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS RM0.15 (vs RM0.10 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: RM674.1m (up 95% from 2Q 2020). Net income: RM83.7m (up RM140.4m from 2Q 2020). Profit margin: 12% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
分析記事 • Jul 19Ann Joo Resources Berhad (KLSE:ANNJOO) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jun 24Ann Joo Resources Berhad (KLSE:ANNJOO) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 • May 30An Intrinsic Calculation For Ann Joo Resources Berhad (KLSE:ANNJOO) Suggests It's 43% UndervaluedToday we will run through one way of estimating the intrinsic value of Ann Joo Resources Berhad ( KLSE:ANNJOO ) by...
Reported Earnings • May 30First quarter 2021 earnings released: EPS RM0.14 (vs RM0.057 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: RM576.7m (up 29% from 1Q 2020). Net income: RM73.6m (up RM104.2m from 1Q 2020). Profit margin: 13% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 24Earnings Beat: Ann Joo Resources Berhad (KLSE:ANNJOO) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsAs you might know, Ann Joo Resources Berhad ( KLSE:ANNJOO ) just kicked off its latest yearly results with some very...
Reported Earnings • Mar 23Full year 2020 earnings released: RM0.18 loss per share (vs RM0.17 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: RM1.89b (down 15% from FY 2019). Net loss: RM100.0m (loss widened 11% from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 19Would Ann Joo Resources Berhad (KLSE:ANNJOO) Be Better Off With Less Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Feb 10New 90-day high: RM1.81The company is up 172% from its price of RM0.67 on 12 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 Metals and Mining industry, which is up 48% over the same period.
分析記事 • Jan 26Did You Participate In Any Of Ann Joo Resources Berhad's (KLSE:ANNJOO) Fantastic 177% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
Is New 90 Day High Low • Dec 23New 90-day high: RM1.43The company is up 113% from its price of RM0.67 on 24 September 2020. The Malaysian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 55% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM11.55 per share.
Is New 90 Day High Low • Dec 07New 90-day high: RM1.14The company is up 70% from its price of RM0.67 on 08 September 2020. The Malaysian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 48% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM9.07 per share.
分析記事 • Dec 04Is Ann Joo Resources Berhad (KLSE:ANNJOO) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Price Target Changed • Nov 30Price target raised to RM0.68Up from RM0.58, the current price target is an average from 3 analysts. The new target price is 23% below the current share price of RM0.89. As of last close, the stock is down 9.2% over the past year.
Reported Earnings • Nov 28Third quarter 2020 earnings released: RM0.035 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2020 results: Revenue: RM560.2m (up 11% from 3Q 2019). Net loss: RM18.9m (loss narrowed 71% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 102% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 19New 90-day high: RM0.73The company is up 4.0% from its price of RM0.70 on 21 August 2020. The Malaysian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM0.10 per share.
Is New 90 Day High Low • Oct 26New 90-day low: RM0.64The company is down 8.0% from its price of RM0.69 on 28 July 2020. The Malaysian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM0.10 per share.