View ValuationBP Plastics Holding Bhd 将来の成長Future 基準チェック /36BP Plastics Holding Bhdは、32.5%と5.7%でそれぞれ年率32.5%で利益と収益が成長すると予測される一方、EPSはgrowで32.3%年率。主要情報32.5%収益成長率32.29%EPS成長率Packaging 収益成長24.9%収益成長率5.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日25 Feb 2026今後の成長に関する最新情報Major Estimate Revision • Dec 01Consensus revenue estimates increase by 35%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from RM298.7m to RM402.0m. EPS estimate fell from RM0.048 to RM0.034. Net income forecast to grow 64% next year vs 19% growth forecast for Packaging industry in Malaysia. Consensus price target down from RM0.74 to RM0.63. Share price was steady at RM0.64 over the past week.Price Target Changed • Sep 27Price target decreased by 30% to RM0.74Down from RM1.05, the current price target is provided by 1 analyst. New target price is 5.7% above last closing price of RM0.70. Stock is down 44% over the past year. The company is forecast to post earnings per share of RM0.048 for next year compared to RM0.077 last year.Major Estimate Revision • Sep 02Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM476.7m to RM376.8m. EPS estimate fell from RM0.104 to RM0.10 per share. Net income forecast to grow 172% next year vs 23% growth forecast for Packaging industry in Malaysia. Consensus price target down from RM1.05 to RM0.98. Share price fell 9.5% to RM0.77 over the past week.Price Target Changed • Feb 26Price target decreased by 14% to RM1.22Down from RM1.42, the current price target is an average from 2 analysts. New target price is 5.2% above last closing price of RM1.16. Stock is down 10% over the past year. The company is forecast to post earnings per share of RM0.12 for next year compared to RM0.077 last year.Price Target Changed • Jun 13Price target increased by 8.0% to RM1.54Up from RM1.42, the current price target is an average from 3 analysts. New target price is 8.2% above last closing price of RM1.42. Stock is up 18% over the past year. The company is forecast to post earnings per share of RM0.13 for next year compared to RM0.13 last year.Major Estimate Revision • Nov 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from RM0.13 to RM0.11 per share. Revenue forecast steady at RM492.2m. Net income forecast to shrink 13% next year vs 27% growth forecast for Packaging industry in Malaysia . Consensus price target down from RM1.64 to RM1.36. Share price fell 6.5% to RM1.29 over the past week.すべての更新を表示Recent updatesお知らせ • Apr 24BP Plastics Holding Bhd., Annual General Meeting, May 25, 2026BP Plastics Holding Bhd., Annual General Meeting, May 25, 2026, at 10:00 Singapore Standard Time. Location: opal room, level m, the katerina hotel, 8 jalan zabedah, 83000 batu pahat, johor darul takzim, MalaysiaDeclared Dividend • Feb 26Final dividend of RM0.015 announcedShareholders will receive a dividend of RM0.015. Ex-date: 9th March 2026 Payment date: 26th March 2026 Dividend yield will be 3.8%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 75% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 25Full year 2025 earnings released: EPS: RM0.041 (vs RM0.077 in FY 2024)Full year 2025 results: EPS: RM0.041 (down from RM0.077 in FY 2024). Revenue: RM413.7m (down 15% from FY 2024). Net income: RM11.5m (down 47% from FY 2024). Profit margin: 2.8% (down from 4.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has fallen by 31% 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.Buy Or Sell Opportunity • Dec 17Now 24% overvaluedOver the last 90 days, the stock has fallen 9.2% to RM0.64. The fair value is estimated to be RM0.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to decline by 1.4% in a year. Earnings are forecast to grow by 64% in the next year.Major Estimate Revision • Dec 01Consensus revenue estimates increase by 35%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from RM298.7m to RM402.0m. EPS estimate fell from RM0.048 to RM0.034. Net income forecast to grow 64% next year vs 19% growth forecast for Packaging industry in Malaysia. Consensus price target down from RM0.74 to RM0.63. Share price was steady at RM0.64 over the past week.Reported Earnings • Nov 25Third quarter 2025 earnings released: EPS: RM0.006 (vs RM0.003 in 3Q 2024)Third quarter 2025 results: EPS: RM0.006 (up from RM0.003 in 3Q 2024). Revenue: RM94.6m (down 24% from 3Q 2024). Net income: RM1.55m (up 113% from 3Q 2024). Profit margin: 1.6% (up from 0.6% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in Asia. 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 20% per year, which means it has not declined as severely as earnings.Price Target Changed • Sep 27Price target decreased by 30% to RM0.74Down from RM1.05, the current price target is provided by 1 analyst. New target price is 5.7% above last closing price of RM0.70. Stock is down 44% over the past year. The company is forecast to post earnings per share of RM0.048 for next year compared to RM0.077 last year.Major Estimate Revision • Sep 02Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM476.7m to RM376.8m. EPS estimate fell from RM0.104 to RM0.10 per share. Net income forecast to grow 172% next year vs 23% growth forecast for Packaging industry in Malaysia. Consensus price target down from RM1.05 to RM0.98. Share price fell 9.5% to RM0.77 over the past week.分析記事 • Aug 29The BP Plastics Holding Bhd. (KLSE:BPPLAS) Analysts Have Been Trimming Their Sales ForecastsThe analysts covering BP Plastics Holding Bhd. ( KLSE:BPPLAS ) delivered a dose of negativity to shareholders today, by...Buy Or Sell Opportunity • Aug 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to RM0.82. The fair value is estimated to be RM1.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 24%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 246% in the next 2 years.Declared Dividend • May 31First quarter dividend reduced to RM0.01Dividend of RM0.01 is 33% lower than last year. Ex-date: 15th June 2025 Payment date: 26th June 2025 Dividend yield will be 5.6%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) nor is it covered by cash flows (215% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.6% to bring the payout ratio under control. EPS is expected to grow by 39% over the next year, which is sufficient to bring the dividend into a sustainable range.お知らせ • May 31BP Plastics Holding Bhd. Announces First Interim Single-Tier Interim Dividend for the Financial Year End 31 December 2025BP Plastics Holding Bhd. announced the First Interim Single-tier interim dividend of 1 sen per share for the Financial Year End 31 December 2025. Ex-Date: 13 Jun 2025 and Entitlement date 16 June 2025.Reported Earnings • May 30First quarter 2025 earnings released: EPS: RM0.016 (vs RM0.027 in 1Q 2024)First quarter 2025 results: EPS: RM0.016 (down from RM0.027 in 1Q 2024). Revenue: RM113.8m (down 8.4% from 1Q 2024). Net income: RM4.49m (down 41% from 1Q 2024). Profit margin: 4.0% (down from 6.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Packaging 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 only fallen by 11% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • May 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to RM1.01. The fair value is estimated to be RM1.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.お知らせ • Apr 29BP Plastics Holding Bhd., Annual General Meeting, May 29, 2025BP Plastics Holding Bhd., Annual General Meeting, May 29, 2025, at 10:00 Singapore Standard Time. Location: diamond room, level 2, the katerina hotel, 8 jalan zabedah, 83000 batu pahat, johor darul takzim, MalaysiaBuy Or Sell Opportunity • Apr 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to RM0.99. The fair value is estimated to be RM1.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.分析記事 • Feb 27BP Plastics Holding Bhd (KLSE:BPPLAS) Has Announced A Dividend Of MYR0.015The board of BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend of MYR0.015 per share...Declared Dividend • Feb 27Fourth quarter dividend of RM0.015 announcedDividend of RM0.015 is the same as last year. Ex-date: 13th March 2025 Payment date: 28th March 2025 Dividend yield will be 5.2%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 65% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Feb 26Price target decreased by 14% to RM1.22Down from RM1.42, the current price target is an average from 2 analysts. New target price is 5.2% above last closing price of RM1.16. Stock is down 10% over the past year. The company is forecast to post earnings per share of RM0.12 for next year compared to RM0.077 last year.New Risk • Feb 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.4% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (RM329.3m market cap, or US$74.4m).Reported Earnings • Feb 26Full year 2024 earnings released: EPS: RM0.077 (vs RM0.13 in FY 2023)Full year 2024 results: EPS: RM0.077 (down from RM0.13 in FY 2023). Revenue: RM487.7m (up 3.9% from FY 2023). Net income: RM21.6m (down 39% from FY 2023). Profit margin: 4.4% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.分析記事 • Nov 30BP Plastics Holding Bhd (KLSE:BPPLAS) Has Announced A Dividend Of MYR0.015BP Plastics Holding Bhd. ( KLSE:BPPLAS ) will pay a dividend of MYR0.015 on the 27th of December. This makes the...お知らせ • Nov 29BP Plastics Holding Bhd. Announces Single-Tier Third Interim Dividend for the Fiscal Year Ending 31 December 2024, Payable on 27 December 2024BP Plastics Holding Bhd. announced single-tier third interim dividend of 1.5 sen per share for the fiscal year ending 31 December 2024. Ex-date is 12 December 2024. Payment date is 27 December 2024. Entitlement date is 13 December 2024.Declared Dividend • Nov 28Third quarter dividend of RM0.015 announcedDividend of RM0.015 is the same as last year. Ex-date: 12th December 2024 Payment date: 27th December 2024 Dividend yield will be 5.0%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (101% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 27Third quarter 2024 earnings released: EPS: RM0.003 (vs RM0.026 in 3Q 2023)Third quarter 2024 results: EPS: RM0.003 (down from RM0.026 in 3Q 2023). Revenue: RM125.0m (up 6.6% from 3Q 2023). Net income: RM728.0k (down 90% from 3Q 2023). Profit margin: 0.6% (down from 6.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 12% per year.Upcoming Dividend • Sep 12Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 11 October 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Malaysian dividend payers (4.7%). Higher than average of industry peers (3.0%).分析記事 • Aug 29BP Plastics Holding Bhd's (KLSE:BPPLAS) Dividend Will Be MYR0.015BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend of MYR0.015 per share on the 11th of...Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.031 (vs RM0.035 in 2Q 2023)Second quarter 2024 results: EPS: RM0.031 (down from RM0.035 in 2Q 2023). Revenue: RM120.9m (up 9.8% from 2Q 2023). Net income: RM8.59m (down 13% from 2Q 2023). Profit margin: 7.1% (down from 8.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 14Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 12 July 2024. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 4.2%. Lower than top quartile of Malaysian dividend payers (4.4%). Higher than average of industry peers (2.5%).Price Target Changed • Jun 13Price target increased by 8.0% to RM1.54Up from RM1.42, the current price target is an average from 3 analysts. New target price is 8.2% above last closing price of RM1.42. Stock is up 18% over the past year. The company is forecast to post earnings per share of RM0.13 for next year compared to RM0.13 last year.分析記事 • May 31Solid Earnings May Not Tell The Whole Story For BP Plastics Holding Bhd (KLSE:BPPLAS)BP Plastics Holding Bhd.'s ( KLSE:BPPLAS ) stock didn't jump after it announced some healthy earnings. We think that...Declared Dividend • May 27First quarter dividend of RM0.015 announcedDividend of RM0.015 is the same as last year. Ex-date: 21st June 2024 Payment date: 12th July 2024 Dividend yield will be 3.9%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 26Bp Plastics Holding Bhd. Announces First Interim Single-Tier Interim Dividend for the Financial Year End 31 December 2024, Payable on July 12, 2024BP Plastics Holding Bhd. announced the First Interim Single-tier interim dividend of 1.5 sen per share for the Financial Year End 31 December 2024. Ex-Date 21 June 2024, Entitlement date 24 June 2024, Payment Date 12 July 2024.New Risk • May 25New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (RM430.7m market cap, or US$91.5m).Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to RM1.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Packaging industry in Asia. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM2.06 per share.Reported Earnings • Apr 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: RM0.13 (up from RM0.11 in FY 2022). Revenue: RM469.6m (down 6.6% from FY 2022). Net income: RM35.2m (up 15% from FY 2022). Profit margin: 7.5% (up from 6.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Apr 24BP Plastics Holding Bhd., Annual General Meeting, May 24, 2024BP Plastics Holding Bhd., Annual General Meeting, May 24, 2024, at 09:00 Singapore Standard Time. Location: Level 7, Menara Milenium,Jalan Damanlela, Pusat Bandar Damansara, Damansara Heights, 50490 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur Malaysia Agenda: To discuss the Audited Financial Statements for the financial year ended 31 December 2023 together with the Reports of the Directors and the Auditors thereon; to re-elect Mr. Tan See Khim who is retiring pursuant to Clause 122 of the Company's Constitution and being eligible, has offered for re-election; to re-elect Mr. Lim Kim Hock who is retiring pursuant to Clause 122 of the Company's Constitution and being eligible, has offered for re-election; to re-elect Ms. Chuah Sue Yin who is retiring pursuant to Clause 122 of the Company's Constitution and being eligible, has offered for re-election; and to discuss other matters.Upcoming Dividend • Mar 07Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 48% and the cash payout ratio is 86%. Trailing yield: 4.7%. Lower than top quartile of Malaysian dividend payers (4.8%). Higher than average of industry peers (2.8%).分析記事 • Mar 04BP Plastics Holding Bhd (KLSE:BPPLAS) Has Affirmed Its Dividend Of MYR0.015The board of BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend of MYR0.015 per share...Declared Dividend • Feb 29Fourth quarter dividend of RM0.015 announcedShareholders will receive a dividend of RM0.015. Ex-date: 14th March 2024 Payment date: 5th April 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: RM0.13 (vs RM0.11 in FY 2022)Full year 2023 results: EPS: RM0.13 (up from RM0.11 in FY 2022). Revenue: RM469.6m (down 6.6% from FY 2022). Net income: RM35.2m (up 15% from FY 2022). Profit margin: 7.5% (up from 6.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Buying Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be RM1.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.5%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 39% in the next 2 years.分析記事 • Dec 12BP Plastics Holding Bhd's (KLSE:BPPLAS) Dividend Will Be MYR0.015The board of BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend of MYR0.015 per share...Upcoming Dividend • Dec 07Upcoming dividend of RM0.015 per share at 4.6% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 11 January 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of Malaysian dividend payers (5.0%). Higher than average of industry peers (2.9%).Buying Opportunity • Dec 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be RM1.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.5%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 39% in the next 2 years.お知らせ • Nov 22BP Plastics Holding Bhd. Announces Single-Tier Third Interim Dividend for the Fiscal Year Ended 31 December 2023, Payable on 11 January 2024BP Plastics Holding Bhd. announced single-tier third interim dividend of 1.5 sen per share for the fiscal year ended 31 December 2023. Ex-date is 14 December 2023. Payment date is 11 January 2024.Reported Earnings • Nov 22Third quarter 2023 earnings released: EPS: RM0.026 (vs RM0.019 in 3Q 2022)Third quarter 2023 results: EPS: RM0.026 (up from RM0.019 in 3Q 2022). Revenue: RM117.2m (down 2.9% from 3Q 2022). Net income: RM7.26m (up 36% from 3Q 2022). Profit margin: 6.2% (up from 4.4% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 14Upcoming dividend of RM0.015 per share at 4.3% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Malaysian dividend payers (5.2%). Higher than average of industry peers (2.8%).分析記事 • Sep 07BP Plastics Holding Bhd (KLSE:BPPLAS) Is Paying Out A Dividend Of MYR0.015BP Plastics Holding Bhd. ( KLSE:BPPLAS ) will pay a dividend of MYR0.015 on the 12th of October. Based on this payment...分析記事 • Aug 24BP Plastics Holding Bhd (KLSE:BPPLAS) Has Affirmed Its Dividend Of MYR0.015The board of BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend on the 12th of October...お知らせ • Aug 23BP Plastics Holding Bhd. Proposes Second Single Tier Interim Dividend in Respect of the Financial Year Ending 31 December 2023, Payable on 12 October 2023The Board of Directors of BP Plastics Holding Bhd. proposed a second single tier interim dividend of 1.5 sen per share in respect of the financial year ending 31 December 2023. The entitlement date is fixed on 22 September 2023 and payment will be made on 12 October 2023. Ex-Date is September 21, 2023.Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: RM0.035 (vs RM0.043 in 2Q 2022)Second quarter 2023 results: EPS: RM0.035 (down from RM0.043 in 2Q 2022). Revenue: RM110.2m (down 21% from 2Q 2022). Net income: RM9.86m (down 19% from 2Q 2022). Profit margin: 8.9% (up from 8.7% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.Upcoming Dividend • Jun 15Upcoming dividend of RM0.015 per share at 4.6% yieldEligible shareholders must have bought the stock before 22 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of Malaysian dividend payers (5.4%). Higher than average of industry peers (3.4%).分析記事 • May 30BP Plastics Holding Bhd (KLSE:BPPLAS) Has Affirmed Its Dividend Of MYR0.015The board of BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend of MYR0.015 per share...Reported Earnings • May 27First quarter 2023 earnings released: EPS: RM0.03 (vs RM0.027 in 1Q 2022)First quarter 2023 results: EPS: RM0.03 (up from RM0.027 in 1Q 2022). Revenue: RM117.3m (down 11% from 1Q 2022). Net income: RM8.30m (up 10.0% from 1Q 2022). Profit margin: 7.1% (up from 5.7% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 27Bp Plastics Holding Bhd. Announces the Redesignation of Mr. Lim Kim Hock from Independent Director to Non-Independent and Non Executive DirectorBP Plastics Holding Bhd. announced the redesignation of Mr. Lim Kim Hock from Independent Director to Non-Independent and Non Executive Director, Age 57, Date of change 26 May 2023.Upcoming Dividend • Mar 09Upcoming dividend of RM0.015 per share at 4.5% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 07 April 2023. Payout ratio is a comfortable 30% and the cash payout ratio is 92%. Trailing yield: 4.5%. Lower than top quartile of Malaysian dividend payers (5.2%). Higher than average of industry peers (3.1%).分析記事 • Mar 01BP Plastics Holding Bhd (KLSE:BPPLAS) Will Pay A Smaller Dividend Than Last YearBP Plastics Holding Bhd's ( KLSE:BPPLAS ) dividend is being reduced from last year's payment covering the same period...Reported Earnings • Feb 28Full year 2022 earnings released: EPS: RM0.11 (vs RM0.17 in FY 2021)Full year 2022 results: EPS: RM0.11 (down from RM0.17 in FY 2021). Revenue: RM502.6m (up 12% from FY 2021). Net income: RM30.5m (down 34% from FY 2021). Profit margin: 6.1% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.Upcoming Dividend • Dec 05Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 12 December 2022. Payment date: 12 January 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 4.1%. Lower than top quartile of Malaysian dividend payers (5.0%). Higher than average of industry peers (3.2%).Major Estimate Revision • Nov 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from RM0.13 to RM0.11 per share. Revenue forecast steady at RM492.2m. Net income forecast to shrink 13% next year vs 27% growth forecast for Packaging industry in Malaysia . Consensus price target down from RM1.64 to RM1.36. Share price fell 6.5% to RM1.29 over the past week.お知らせ • Nov 24BB Plastics Holding Bhd Proposes Third Single Tier Interim Dividend in Respect of the Financial Year Ending 31 December 2022, Payable on 12 January 2023The Board of Directors of BP Plastics Holding Bhd proposed a third single tier interim dividend of 1 sen per share in respect of the financial year ending 31 December 2022. The entitlement date is fixed on 13 December 2022 and payment will be made on 12 January 2023. Ex-Date is 12 December 2022.分析記事 • Nov 23BP Plastics Holding Bhd's (KLSE:BPPLAS) Dividend Will Be Reduced To MYR0.01BP Plastics Holding Bhd's ( KLSE:BPPLAS ) dividend is being reduced from last year's payment covering the same period...Buying Opportunity • Nov 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be RM1.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 0.3% in 2 years. Earnings is forecast to decline by 1.8% in the next 2 years.Price Target Changed • Nov 22Price target decreased to RM1.36Down from RM1.64, the current price target is an average from 4 analysts. New target price is 7.1% above last closing price of RM1.27. Stock is down 32% over the past year. The company is forecast to post earnings per share of RM0.12 for next year compared to RM0.17 last year.Reported Earnings • Nov 22Third quarter 2022 earnings released: EPS: RM0.019 (vs RM0.036 in 3Q 2021)Third quarter 2022 results: EPS: RM0.019 (down from RM0.036 in 3Q 2021). Revenue: RM120.7m (up 6.6% from 3Q 2021). Net income: RM5.35m (down 47% from 3Q 2021). Profit margin: 4.4% (down from 8.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.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. 1 experienced director. 6 highly experienced directors. Independent Non-Executive Director Sue Chuah was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 12Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Malaysian dividend payers (5.0%). Higher than average of industry peers (2.9%).分析記事 • Aug 17BP Plastics Holding Bhd (KLSE:BPPLAS) Is Paying Out Less In Dividends Than Last YearBP Plastics Holding Bhd ( KLSE:BPPLAS ) is reducing its dividend from last year's comparable payment to MYR0.015 on the...Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: RM0.043 (vs RM0.052 in 2Q 2021)Second quarter 2022 results: EPS: RM0.043 (down from RM0.052 in 2Q 2021). Revenue: RM139.5m (up 28% from 2Q 2021). Net income: RM12.2m (down 17% from 2Q 2021). Profit margin: 8.7% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 1.6% compared to a 11% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 26% per year.お知らせ • Aug 16BP Plastics Holding Bhd Declares Second Interim Dividend for the Financial Year Ending 31 December 2022, Payable on 7 October 2022BP Plastics Holding Bhd declared second interim dividend Single-tier interim dividend of 1.5 sen per share for the financial year ending 31 December 2022. Scheduled dates are as follows: Ex-Date 19 September 2022, Entitlement date 20 September 2022 and Payment Date of 07 October 2022.Upcoming Dividend • Jun 14Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 21 June 2022. Payment date: 07 July 2022. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (4.8%). Higher than average of industry peers (2.9%).Major Estimate Revision • May 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from RM0.17 to RM0.13 per share. Revenue forecast steady at RM489.9m. Net income forecast to shrink 17% next year vs 19% growth forecast for Packaging industry in Malaysia . Consensus price target down from RM2.07 to RM1.53. Share price fell 8.0% to RM1.38 over the past week.お知らせ • May 24+ 1 more updateBp Plastics Holding Bhd Declares Single-Tier Interim Dividend for the Financial Year Ended December 31, 2022, Payable on 07 July 2022BP Plastics Holding Bhd declared Single-tier interim dividend of 1.5 sen per share for the financial year ended December 31, 2022, payable on 07 Jule 2022. Ex-Date is 21 June 2022. Entitlement date is 22 June 2022.Buying Opportunity • May 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be RM1.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 4.8% in a year. Earnings is forecast to grow by 11% in the next year.Reported Earnings • Apr 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: RM0.17 (up from RM0.10 in FY 2020). Revenue: RM447.1m (up 41% from FY 2020). Net income: RM46.5m (up 57% from FY 2020). Profit margin: 10% (up from 9.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 8.9%, compared to a 12% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 27% per year.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. 5 highly experienced directors. Independent Non-Executive Director Sue Chuah was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Mar 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be RM1.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to RM1.41, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Packaging industry in Malaysia. Total returns to shareholders of 117% over the past three years.Upcoming Dividend • Mar 03Upcoming dividend of RM0.02 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 08 April 2022. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Malaysian dividend payers (4.5%). Higher than average of industry peers (2.7%).分析記事 • Feb 23BP Plastics Holding Bhd (KLSE:BPPLAS) Is Due To Pay A Dividend Of RM0.02BP Plastics Holding Bhd ( KLSE:BPPLAS ) will pay a dividend of RM0.02 on the 8th of April. Based on this payment, the...Price Target Changed • Feb 23Price target decreased to RM2.07Down from RM2.23, the current price target is provided by 1 analyst. New target price is 29% above last closing price of RM1.61. Stock is up 75% over the past year. The company is forecast to post earnings per share of RM0.17 for next year compared to RM0.17 last year.お知らせ • Feb 22+ 1 more updateBp Plastics Holding Bhd Announces Fourth Interim Dividend for the Year Ending December 31, 2021, Payable on April 8, 2022BP Plastics Holding Bhd announced Fourth Interim Dividend of 2 sen per share for the year ending December 31, 2021. Ex-Date 10 March 2022. Entitlement date 11 March 2022. Payment Date 08 April 2022.Reported Earnings • Feb 22Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: RM0.17 (up from RM0.10 in FY 2020). Revenue: RM447.2m (up 41% from FY 2020). Net income: RM46.5m (up 57% from FY 2020). Profit margin: 10% (up from 9.4% in FY 2020). The increase in margin 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 8.9%, compared to a 10% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 29% per year and the company’s share price has also increased by 29% per year.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorated over the past weekAfter last week's 34% share price decline to RM1.71, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 13x in the Packaging industry in Malaysia. Total returns to shareholders of 89% over the past three years.Upcoming Dividend • Nov 29Upcoming dividend of RM0.03 per shareEligible shareholders must have bought the stock before 06 December 2021. Payment date: 06 January 2022. Trailing yield: 17%. Within top quartile of Malaysian dividend payers (4.6%). Higher than average of industry peers (4.0%).分析記事 • Nov 26Returns on Capital Paint A Bright Future For BP Plastics Holding Bhd (KLSE:BPPLAS)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Nov 24BP Plastics Holding Bhd Declares Special Dividend for the Financial Year Ended December 31, 2021, Payment Date Is 06 January 2022BP Plastics Holding Bhd declared Special Dividend of 1 sen per share (Single Tier Interim Dividend) in respect of the financial year ended December 31, 2021. Ex-Date is December 06, 2021 and Entitlement time is December 07, 2021. Payment Date is 06 January 2022.Reported Earnings • Nov 23Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: RM0.054 (up from RM0.041 in 3Q 2020). Revenue: RM113.3m (up 54% from 3Q 2020). Net income: RM10.1m (up 31% from 3Q 2020). Profit margin: 8.9% (down from 11% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.8%, compared to a 11% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 14Upcoming dividend of RM0.03 per shareEligible shareholders must have bought the stock before 21 September 2021. Payment date: 08 October 2021. Trailing yield: 3.0%. Lower than top quartile of Malaysian dividend payers (4.2%). Higher than average of industry peers (2.4%).Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 21% share price gain to RM2.67, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Packaging industry in Malaysia. Total returns to shareholders of 216% over the past three years.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to RM2.23, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Packaging industry in Malaysia. Total returns to shareholders of 149% over the past three years.分析記事 • Aug 23Why The 21% Return On Capital At BP Plastics Holding Bhd (KLSE:BPPLAS) Should Have Your AttentionIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS RM0.079 (vs RM0.045 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: RM108.9m (up 36% from 2Q 2020). Net income: RM14.8m (up 74% from 2Q 2020). Profit margin: 14% (up from 11% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 21% per year.お知らせ • Aug 21BP Plastics Holding Bhd Announces Special Dividend for the Financial Year Ended 31 December 2021, Payable on 08 October 2021BP Plastics Holding Bhd announced special dividend of 1 sen per share (Single Tier Interim Dividend) in respect of the financial year ended 31 December 2021. The payment date is on 08 October 2021, the ex-date is on 21 September 2021 and the entitlement date is on 22 September 2021.業績と収益の成長予測KLSE:BPPLAS - 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12/31/202746424N/AN/A112/31/202644222N/AN/A112/31/2025414123447N/A9/30/202542712421N/A6/30/202545711-89N/A3/31/202547718830N/A12/31/202448822-221N/A9/30/2024495271743N/A6/30/2024487333158N/A3/31/202447635-1215N/A12/31/2023470352048N/A9/30/2023455312564N/A6/30/2023459293478N/A3/31/2023488313878N/A12/31/2022503311560N/A9/30/202251737-1026N/A6/30/202251042-1821N/A3/31/202247944641N/A12/31/202144746-924N/A9/30/2021407421242N/A6/30/202136839922N/A3/31/2021339332840N/A12/31/2020317305359N/A9/30/2020315294651N/A6/30/2020322272738N/A3/31/2020328231729N/A12/31/201933121417N/A9/30/201933421N/A42N/A6/30/201933421N/A53N/A3/31/201933021N/A55N/A12/31/201833421N/A37N/A9/30/201833418N/A11N/A6/30/201833817N/A27N/A3/31/201832914N/A16N/A12/31/201732913N/A14N/A9/30/201732413N/A16N/A6/30/201731812N/A-3N/A3/31/201732316N/A-15N/A12/31/201632418N/A16N/A9/30/201632522N/A33N/A6/30/201631425N/A28N/A3/31/201630224N/A36N/A12/31/201528322N/A48N/A9/30/201527216N/A27N/A6/30/201527011N/A37N/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: BPPLASの予測収益成長率 (年間32.5% ) は 貯蓄率 ( 3.8% ) を上回っています。収益対市場: BPPLASの収益 ( 32.5% ) はMY市場 ( 10.4% ) よりも速いペースで成長すると予測されています。高成長収益: BPPLASの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: BPPLASの収益 ( 5.7% ) MY市場 ( 6.5% ) よりも低い成長が予測されています。高い収益成長: BPPLASの収益 ( 5.7% ) 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: BPPLASの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/05/24 01:28終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BP Plastics Holding Bhd. 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。3 アナリスト機関null RESEARCH DEPARTMENTHong Leong Investment Bank BerhadChris TongKenanga ResearchVoon ChongRHB Investment Bank
Major Estimate Revision • Dec 01Consensus revenue estimates increase by 35%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from RM298.7m to RM402.0m. EPS estimate fell from RM0.048 to RM0.034. Net income forecast to grow 64% next year vs 19% growth forecast for Packaging industry in Malaysia. Consensus price target down from RM0.74 to RM0.63. Share price was steady at RM0.64 over the past week.
Price Target Changed • Sep 27Price target decreased by 30% to RM0.74Down from RM1.05, the current price target is provided by 1 analyst. New target price is 5.7% above last closing price of RM0.70. Stock is down 44% over the past year. The company is forecast to post earnings per share of RM0.048 for next year compared to RM0.077 last year.
Major Estimate Revision • Sep 02Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM476.7m to RM376.8m. EPS estimate fell from RM0.104 to RM0.10 per share. Net income forecast to grow 172% next year vs 23% growth forecast for Packaging industry in Malaysia. Consensus price target down from RM1.05 to RM0.98. Share price fell 9.5% to RM0.77 over the past week.
Price Target Changed • Feb 26Price target decreased by 14% to RM1.22Down from RM1.42, the current price target is an average from 2 analysts. New target price is 5.2% above last closing price of RM1.16. Stock is down 10% over the past year. The company is forecast to post earnings per share of RM0.12 for next year compared to RM0.077 last year.
Price Target Changed • Jun 13Price target increased by 8.0% to RM1.54Up from RM1.42, the current price target is an average from 3 analysts. New target price is 8.2% above last closing price of RM1.42. Stock is up 18% over the past year. The company is forecast to post earnings per share of RM0.13 for next year compared to RM0.13 last year.
Major Estimate Revision • Nov 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from RM0.13 to RM0.11 per share. Revenue forecast steady at RM492.2m. Net income forecast to shrink 13% next year vs 27% growth forecast for Packaging industry in Malaysia . Consensus price target down from RM1.64 to RM1.36. Share price fell 6.5% to RM1.29 over the past week.
お知らせ • Apr 24BP Plastics Holding Bhd., Annual General Meeting, May 25, 2026BP Plastics Holding Bhd., Annual General Meeting, May 25, 2026, at 10:00 Singapore Standard Time. Location: opal room, level m, the katerina hotel, 8 jalan zabedah, 83000 batu pahat, johor darul takzim, Malaysia
Declared Dividend • Feb 26Final dividend of RM0.015 announcedShareholders will receive a dividend of RM0.015. Ex-date: 9th March 2026 Payment date: 26th March 2026 Dividend yield will be 3.8%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 75% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: RM0.041 (vs RM0.077 in FY 2024)Full year 2025 results: EPS: RM0.041 (down from RM0.077 in FY 2024). Revenue: RM413.7m (down 15% from FY 2024). Net income: RM11.5m (down 47% from FY 2024). Profit margin: 2.8% (down from 4.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has fallen by 31% 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.
Buy Or Sell Opportunity • Dec 17Now 24% overvaluedOver the last 90 days, the stock has fallen 9.2% to RM0.64. The fair value is estimated to be RM0.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to decline by 1.4% in a year. Earnings are forecast to grow by 64% in the next year.
Major Estimate Revision • Dec 01Consensus revenue estimates increase by 35%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from RM298.7m to RM402.0m. EPS estimate fell from RM0.048 to RM0.034. Net income forecast to grow 64% next year vs 19% growth forecast for Packaging industry in Malaysia. Consensus price target down from RM0.74 to RM0.63. Share price was steady at RM0.64 over the past week.
Reported Earnings • Nov 25Third quarter 2025 earnings released: EPS: RM0.006 (vs RM0.003 in 3Q 2024)Third quarter 2025 results: EPS: RM0.006 (up from RM0.003 in 3Q 2024). Revenue: RM94.6m (down 24% from 3Q 2024). Net income: RM1.55m (up 113% from 3Q 2024). Profit margin: 1.6% (up from 0.6% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in Asia. 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 20% per year, which means it has not declined as severely as earnings.
Price Target Changed • Sep 27Price target decreased by 30% to RM0.74Down from RM1.05, the current price target is provided by 1 analyst. New target price is 5.7% above last closing price of RM0.70. Stock is down 44% over the past year. The company is forecast to post earnings per share of RM0.048 for next year compared to RM0.077 last year.
Major Estimate Revision • Sep 02Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM476.7m to RM376.8m. EPS estimate fell from RM0.104 to RM0.10 per share. Net income forecast to grow 172% next year vs 23% growth forecast for Packaging industry in Malaysia. Consensus price target down from RM1.05 to RM0.98. Share price fell 9.5% to RM0.77 over the past week.
分析記事 • Aug 29The BP Plastics Holding Bhd. (KLSE:BPPLAS) Analysts Have Been Trimming Their Sales ForecastsThe analysts covering BP Plastics Holding Bhd. ( KLSE:BPPLAS ) delivered a dose of negativity to shareholders today, by...
Buy Or Sell Opportunity • Aug 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to RM0.82. The fair value is estimated to be RM1.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 24%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 246% in the next 2 years.
Declared Dividend • May 31First quarter dividend reduced to RM0.01Dividend of RM0.01 is 33% lower than last year. Ex-date: 15th June 2025 Payment date: 26th June 2025 Dividend yield will be 5.6%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) nor is it covered by cash flows (215% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.6% to bring the payout ratio under control. EPS is expected to grow by 39% over the next year, which is sufficient to bring the dividend into a sustainable range.
お知らせ • May 31BP Plastics Holding Bhd. Announces First Interim Single-Tier Interim Dividend for the Financial Year End 31 December 2025BP Plastics Holding Bhd. announced the First Interim Single-tier interim dividend of 1 sen per share for the Financial Year End 31 December 2025. Ex-Date: 13 Jun 2025 and Entitlement date 16 June 2025.
Reported Earnings • May 30First quarter 2025 earnings released: EPS: RM0.016 (vs RM0.027 in 1Q 2024)First quarter 2025 results: EPS: RM0.016 (down from RM0.027 in 1Q 2024). Revenue: RM113.8m (down 8.4% from 1Q 2024). Net income: RM4.49m (down 41% from 1Q 2024). Profit margin: 4.0% (down from 6.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Packaging 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 only fallen by 11% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • May 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to RM1.01. The fair value is estimated to be RM1.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.
お知らせ • Apr 29BP Plastics Holding Bhd., Annual General Meeting, May 29, 2025BP Plastics Holding Bhd., Annual General Meeting, May 29, 2025, at 10:00 Singapore Standard Time. Location: diamond room, level 2, the katerina hotel, 8 jalan zabedah, 83000 batu pahat, johor darul takzim, Malaysia
Buy Or Sell Opportunity • Apr 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to RM0.99. The fair value is estimated to be RM1.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.
分析記事 • Feb 27BP Plastics Holding Bhd (KLSE:BPPLAS) Has Announced A Dividend Of MYR0.015The board of BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend of MYR0.015 per share...
Declared Dividend • Feb 27Fourth quarter dividend of RM0.015 announcedDividend of RM0.015 is the same as last year. Ex-date: 13th March 2025 Payment date: 28th March 2025 Dividend yield will be 5.2%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 65% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Feb 26Price target decreased by 14% to RM1.22Down from RM1.42, the current price target is an average from 2 analysts. New target price is 5.2% above last closing price of RM1.16. Stock is down 10% over the past year. The company is forecast to post earnings per share of RM0.12 for next year compared to RM0.077 last year.
New Risk • Feb 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.4% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (RM329.3m market cap, or US$74.4m).
Reported Earnings • Feb 26Full year 2024 earnings released: EPS: RM0.077 (vs RM0.13 in FY 2023)Full year 2024 results: EPS: RM0.077 (down from RM0.13 in FY 2023). Revenue: RM487.7m (up 3.9% from FY 2023). Net income: RM21.6m (down 39% from FY 2023). Profit margin: 4.4% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 30BP Plastics Holding Bhd (KLSE:BPPLAS) Has Announced A Dividend Of MYR0.015BP Plastics Holding Bhd. ( KLSE:BPPLAS ) will pay a dividend of MYR0.015 on the 27th of December. This makes the...
お知らせ • Nov 29BP Plastics Holding Bhd. Announces Single-Tier Third Interim Dividend for the Fiscal Year Ending 31 December 2024, Payable on 27 December 2024BP Plastics Holding Bhd. announced single-tier third interim dividend of 1.5 sen per share for the fiscal year ending 31 December 2024. Ex-date is 12 December 2024. Payment date is 27 December 2024. Entitlement date is 13 December 2024.
Declared Dividend • Nov 28Third quarter dividend of RM0.015 announcedDividend of RM0.015 is the same as last year. Ex-date: 12th December 2024 Payment date: 27th December 2024 Dividend yield will be 5.0%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (101% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 27Third quarter 2024 earnings released: EPS: RM0.003 (vs RM0.026 in 3Q 2023)Third quarter 2024 results: EPS: RM0.003 (down from RM0.026 in 3Q 2023). Revenue: RM125.0m (up 6.6% from 3Q 2023). Net income: RM728.0k (down 90% from 3Q 2023). Profit margin: 0.6% (down from 6.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 12% per year.
Upcoming Dividend • Sep 12Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 11 October 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Malaysian dividend payers (4.7%). Higher than average of industry peers (3.0%).
分析記事 • Aug 29BP Plastics Holding Bhd's (KLSE:BPPLAS) Dividend Will Be MYR0.015BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend of MYR0.015 per share on the 11th of...
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.031 (vs RM0.035 in 2Q 2023)Second quarter 2024 results: EPS: RM0.031 (down from RM0.035 in 2Q 2023). Revenue: RM120.9m (up 9.8% from 2Q 2023). Net income: RM8.59m (down 13% from 2Q 2023). Profit margin: 7.1% (down from 8.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 14Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 12 July 2024. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 4.2%. Lower than top quartile of Malaysian dividend payers (4.4%). Higher than average of industry peers (2.5%).
Price Target Changed • Jun 13Price target increased by 8.0% to RM1.54Up from RM1.42, the current price target is an average from 3 analysts. New target price is 8.2% above last closing price of RM1.42. Stock is up 18% over the past year. The company is forecast to post earnings per share of RM0.13 for next year compared to RM0.13 last year.
分析記事 • May 31Solid Earnings May Not Tell The Whole Story For BP Plastics Holding Bhd (KLSE:BPPLAS)BP Plastics Holding Bhd.'s ( KLSE:BPPLAS ) stock didn't jump after it announced some healthy earnings. We think that...
Declared Dividend • May 27First quarter dividend of RM0.015 announcedDividend of RM0.015 is the same as last year. Ex-date: 21st June 2024 Payment date: 12th July 2024 Dividend yield will be 3.9%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 26Bp Plastics Holding Bhd. Announces First Interim Single-Tier Interim Dividend for the Financial Year End 31 December 2024, Payable on July 12, 2024BP Plastics Holding Bhd. announced the First Interim Single-tier interim dividend of 1.5 sen per share for the Financial Year End 31 December 2024. Ex-Date 21 June 2024, Entitlement date 24 June 2024, Payment Date 12 July 2024.
New Risk • May 25New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (RM430.7m market cap, or US$91.5m).
Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to RM1.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Packaging industry in Asia. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM2.06 per share.
Reported Earnings • Apr 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: RM0.13 (up from RM0.11 in FY 2022). Revenue: RM469.6m (down 6.6% from FY 2022). Net income: RM35.2m (up 15% from FY 2022). Profit margin: 7.5% (up from 6.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Apr 24BP Plastics Holding Bhd., Annual General Meeting, May 24, 2024BP Plastics Holding Bhd., Annual General Meeting, May 24, 2024, at 09:00 Singapore Standard Time. Location: Level 7, Menara Milenium,Jalan Damanlela, Pusat Bandar Damansara, Damansara Heights, 50490 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur Malaysia Agenda: To discuss the Audited Financial Statements for the financial year ended 31 December 2023 together with the Reports of the Directors and the Auditors thereon; to re-elect Mr. Tan See Khim who is retiring pursuant to Clause 122 of the Company's Constitution and being eligible, has offered for re-election; to re-elect Mr. Lim Kim Hock who is retiring pursuant to Clause 122 of the Company's Constitution and being eligible, has offered for re-election; to re-elect Ms. Chuah Sue Yin who is retiring pursuant to Clause 122 of the Company's Constitution and being eligible, has offered for re-election; and to discuss other matters.
Upcoming Dividend • Mar 07Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 48% and the cash payout ratio is 86%. Trailing yield: 4.7%. Lower than top quartile of Malaysian dividend payers (4.8%). Higher than average of industry peers (2.8%).
分析記事 • Mar 04BP Plastics Holding Bhd (KLSE:BPPLAS) Has Affirmed Its Dividend Of MYR0.015The board of BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend of MYR0.015 per share...
Declared Dividend • Feb 29Fourth quarter dividend of RM0.015 announcedShareholders will receive a dividend of RM0.015. Ex-date: 14th March 2024 Payment date: 5th April 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: RM0.13 (vs RM0.11 in FY 2022)Full year 2023 results: EPS: RM0.13 (up from RM0.11 in FY 2022). Revenue: RM469.6m (down 6.6% from FY 2022). Net income: RM35.2m (up 15% from FY 2022). Profit margin: 7.5% (up from 6.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Buying Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be RM1.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.5%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 39% in the next 2 years.
分析記事 • Dec 12BP Plastics Holding Bhd's (KLSE:BPPLAS) Dividend Will Be MYR0.015The board of BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend of MYR0.015 per share...
Upcoming Dividend • Dec 07Upcoming dividend of RM0.015 per share at 4.6% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 11 January 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of Malaysian dividend payers (5.0%). Higher than average of industry peers (2.9%).
Buying Opportunity • Dec 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be RM1.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.5%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 39% in the next 2 years.
お知らせ • Nov 22BP Plastics Holding Bhd. Announces Single-Tier Third Interim Dividend for the Fiscal Year Ended 31 December 2023, Payable on 11 January 2024BP Plastics Holding Bhd. announced single-tier third interim dividend of 1.5 sen per share for the fiscal year ended 31 December 2023. Ex-date is 14 December 2023. Payment date is 11 January 2024.
Reported Earnings • Nov 22Third quarter 2023 earnings released: EPS: RM0.026 (vs RM0.019 in 3Q 2022)Third quarter 2023 results: EPS: RM0.026 (up from RM0.019 in 3Q 2022). Revenue: RM117.2m (down 2.9% from 3Q 2022). Net income: RM7.26m (up 36% from 3Q 2022). Profit margin: 6.2% (up from 4.4% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 14Upcoming dividend of RM0.015 per share at 4.3% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Malaysian dividend payers (5.2%). Higher than average of industry peers (2.8%).
分析記事 • Sep 07BP Plastics Holding Bhd (KLSE:BPPLAS) Is Paying Out A Dividend Of MYR0.015BP Plastics Holding Bhd. ( KLSE:BPPLAS ) will pay a dividend of MYR0.015 on the 12th of October. Based on this payment...
分析記事 • Aug 24BP Plastics Holding Bhd (KLSE:BPPLAS) Has Affirmed Its Dividend Of MYR0.015The board of BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend on the 12th of October...
お知らせ • Aug 23BP Plastics Holding Bhd. Proposes Second Single Tier Interim Dividend in Respect of the Financial Year Ending 31 December 2023, Payable on 12 October 2023The Board of Directors of BP Plastics Holding Bhd. proposed a second single tier interim dividend of 1.5 sen per share in respect of the financial year ending 31 December 2023. The entitlement date is fixed on 22 September 2023 and payment will be made on 12 October 2023. Ex-Date is September 21, 2023.
Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: RM0.035 (vs RM0.043 in 2Q 2022)Second quarter 2023 results: EPS: RM0.035 (down from RM0.043 in 2Q 2022). Revenue: RM110.2m (down 21% from 2Q 2022). Net income: RM9.86m (down 19% from 2Q 2022). Profit margin: 8.9% (up from 8.7% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.
Upcoming Dividend • Jun 15Upcoming dividend of RM0.015 per share at 4.6% yieldEligible shareholders must have bought the stock before 22 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of Malaysian dividend payers (5.4%). Higher than average of industry peers (3.4%).
分析記事 • May 30BP Plastics Holding Bhd (KLSE:BPPLAS) Has Affirmed Its Dividend Of MYR0.015The board of BP Plastics Holding Bhd. ( KLSE:BPPLAS ) has announced that it will pay a dividend of MYR0.015 per share...
Reported Earnings • May 27First quarter 2023 earnings released: EPS: RM0.03 (vs RM0.027 in 1Q 2022)First quarter 2023 results: EPS: RM0.03 (up from RM0.027 in 1Q 2022). Revenue: RM117.3m (down 11% from 1Q 2022). Net income: RM8.30m (up 10.0% from 1Q 2022). Profit margin: 7.1% (up from 5.7% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 27Bp Plastics Holding Bhd. Announces the Redesignation of Mr. Lim Kim Hock from Independent Director to Non-Independent and Non Executive DirectorBP Plastics Holding Bhd. announced the redesignation of Mr. Lim Kim Hock from Independent Director to Non-Independent and Non Executive Director, Age 57, Date of change 26 May 2023.
Upcoming Dividend • Mar 09Upcoming dividend of RM0.015 per share at 4.5% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 07 April 2023. Payout ratio is a comfortable 30% and the cash payout ratio is 92%. Trailing yield: 4.5%. Lower than top quartile of Malaysian dividend payers (5.2%). Higher than average of industry peers (3.1%).
分析記事 • Mar 01BP Plastics Holding Bhd (KLSE:BPPLAS) Will Pay A Smaller Dividend Than Last YearBP Plastics Holding Bhd's ( KLSE:BPPLAS ) dividend is being reduced from last year's payment covering the same period...
Reported Earnings • Feb 28Full year 2022 earnings released: EPS: RM0.11 (vs RM0.17 in FY 2021)Full year 2022 results: EPS: RM0.11 (down from RM0.17 in FY 2021). Revenue: RM502.6m (up 12% from FY 2021). Net income: RM30.5m (down 34% from FY 2021). Profit margin: 6.1% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Packaging industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
Upcoming Dividend • Dec 05Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 12 December 2022. Payment date: 12 January 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 4.1%. Lower than top quartile of Malaysian dividend payers (5.0%). Higher than average of industry peers (3.2%).
Major Estimate Revision • Nov 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from RM0.13 to RM0.11 per share. Revenue forecast steady at RM492.2m. Net income forecast to shrink 13% next year vs 27% growth forecast for Packaging industry in Malaysia . Consensus price target down from RM1.64 to RM1.36. Share price fell 6.5% to RM1.29 over the past week.
お知らせ • Nov 24BB Plastics Holding Bhd Proposes Third Single Tier Interim Dividend in Respect of the Financial Year Ending 31 December 2022, Payable on 12 January 2023The Board of Directors of BP Plastics Holding Bhd proposed a third single tier interim dividend of 1 sen per share in respect of the financial year ending 31 December 2022. The entitlement date is fixed on 13 December 2022 and payment will be made on 12 January 2023. Ex-Date is 12 December 2022.
分析記事 • Nov 23BP Plastics Holding Bhd's (KLSE:BPPLAS) Dividend Will Be Reduced To MYR0.01BP Plastics Holding Bhd's ( KLSE:BPPLAS ) dividend is being reduced from last year's payment covering the same period...
Buying Opportunity • Nov 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be RM1.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 0.3% in 2 years. Earnings is forecast to decline by 1.8% in the next 2 years.
Price Target Changed • Nov 22Price target decreased to RM1.36Down from RM1.64, the current price target is an average from 4 analysts. New target price is 7.1% above last closing price of RM1.27. Stock is down 32% over the past year. The company is forecast to post earnings per share of RM0.12 for next year compared to RM0.17 last year.
Reported Earnings • Nov 22Third quarter 2022 earnings released: EPS: RM0.019 (vs RM0.036 in 3Q 2021)Third quarter 2022 results: EPS: RM0.019 (down from RM0.036 in 3Q 2021). Revenue: RM120.7m (up 6.6% from 3Q 2021). Net income: RM5.35m (down 47% from 3Q 2021). Profit margin: 4.4% (down from 8.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.
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. 1 experienced director. 6 highly experienced directors. Independent Non-Executive Director Sue Chuah was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 12Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Malaysian dividend payers (5.0%). Higher than average of industry peers (2.9%).
分析記事 • Aug 17BP Plastics Holding Bhd (KLSE:BPPLAS) Is Paying Out Less In Dividends Than Last YearBP Plastics Holding Bhd ( KLSE:BPPLAS ) is reducing its dividend from last year's comparable payment to MYR0.015 on the...
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: RM0.043 (vs RM0.052 in 2Q 2021)Second quarter 2022 results: EPS: RM0.043 (down from RM0.052 in 2Q 2021). Revenue: RM139.5m (up 28% from 2Q 2021). Net income: RM12.2m (down 17% from 2Q 2021). Profit margin: 8.7% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 1.6% compared to a 11% growth forecast for the Packaging industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Aug 16BP Plastics Holding Bhd Declares Second Interim Dividend for the Financial Year Ending 31 December 2022, Payable on 7 October 2022BP Plastics Holding Bhd declared second interim dividend Single-tier interim dividend of 1.5 sen per share for the financial year ending 31 December 2022. Scheduled dates are as follows: Ex-Date 19 September 2022, Entitlement date 20 September 2022 and Payment Date of 07 October 2022.
Upcoming Dividend • Jun 14Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 21 June 2022. Payment date: 07 July 2022. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (4.8%). Higher than average of industry peers (2.9%).
Major Estimate Revision • May 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from RM0.17 to RM0.13 per share. Revenue forecast steady at RM489.9m. Net income forecast to shrink 17% next year vs 19% growth forecast for Packaging industry in Malaysia . Consensus price target down from RM2.07 to RM1.53. Share price fell 8.0% to RM1.38 over the past week.
お知らせ • May 24+ 1 more updateBp Plastics Holding Bhd Declares Single-Tier Interim Dividend for the Financial Year Ended December 31, 2022, Payable on 07 July 2022BP Plastics Holding Bhd declared Single-tier interim dividend of 1.5 sen per share for the financial year ended December 31, 2022, payable on 07 Jule 2022. Ex-Date is 21 June 2022. Entitlement date is 22 June 2022.
Buying Opportunity • May 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be RM1.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 4.8% in a year. Earnings is forecast to grow by 11% in the next year.
Reported Earnings • Apr 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: RM0.17 (up from RM0.10 in FY 2020). Revenue: RM447.1m (up 41% from FY 2020). Net income: RM46.5m (up 57% from FY 2020). Profit margin: 10% (up from 9.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 8.9%, compared to a 12% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 27% per year.
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. 5 highly experienced directors. Independent Non-Executive Director Sue Chuah was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Mar 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be RM1.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to RM1.41, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Packaging industry in Malaysia. Total returns to shareholders of 117% over the past three years.
Upcoming Dividend • Mar 03Upcoming dividend of RM0.02 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 08 April 2022. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Malaysian dividend payers (4.5%). Higher than average of industry peers (2.7%).
分析記事 • Feb 23BP Plastics Holding Bhd (KLSE:BPPLAS) Is Due To Pay A Dividend Of RM0.02BP Plastics Holding Bhd ( KLSE:BPPLAS ) will pay a dividend of RM0.02 on the 8th of April. Based on this payment, the...
Price Target Changed • Feb 23Price target decreased to RM2.07Down from RM2.23, the current price target is provided by 1 analyst. New target price is 29% above last closing price of RM1.61. Stock is up 75% over the past year. The company is forecast to post earnings per share of RM0.17 for next year compared to RM0.17 last year.
お知らせ • Feb 22+ 1 more updateBp Plastics Holding Bhd Announces Fourth Interim Dividend for the Year Ending December 31, 2021, Payable on April 8, 2022BP Plastics Holding Bhd announced Fourth Interim Dividend of 2 sen per share for the year ending December 31, 2021. Ex-Date 10 March 2022. Entitlement date 11 March 2022. Payment Date 08 April 2022.
Reported Earnings • Feb 22Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: RM0.17 (up from RM0.10 in FY 2020). Revenue: RM447.2m (up 41% from FY 2020). Net income: RM46.5m (up 57% from FY 2020). Profit margin: 10% (up from 9.4% in FY 2020). The increase in margin 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 8.9%, compared to a 10% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 29% per year and the company’s share price has also increased by 29% per year.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorated over the past weekAfter last week's 34% share price decline to RM1.71, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 13x in the Packaging industry in Malaysia. Total returns to shareholders of 89% over the past three years.
Upcoming Dividend • Nov 29Upcoming dividend of RM0.03 per shareEligible shareholders must have bought the stock before 06 December 2021. Payment date: 06 January 2022. Trailing yield: 17%. Within top quartile of Malaysian dividend payers (4.6%). Higher than average of industry peers (4.0%).
分析記事 • Nov 26Returns on Capital Paint A Bright Future For BP Plastics Holding Bhd (KLSE:BPPLAS)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Nov 24BP Plastics Holding Bhd Declares Special Dividend for the Financial Year Ended December 31, 2021, Payment Date Is 06 January 2022BP Plastics Holding Bhd declared Special Dividend of 1 sen per share (Single Tier Interim Dividend) in respect of the financial year ended December 31, 2021. Ex-Date is December 06, 2021 and Entitlement time is December 07, 2021. Payment Date is 06 January 2022.
Reported Earnings • Nov 23Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: RM0.054 (up from RM0.041 in 3Q 2020). Revenue: RM113.3m (up 54% from 3Q 2020). Net income: RM10.1m (up 31% from 3Q 2020). Profit margin: 8.9% (down from 11% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.8%, compared to a 11% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 14Upcoming dividend of RM0.03 per shareEligible shareholders must have bought the stock before 21 September 2021. Payment date: 08 October 2021. Trailing yield: 3.0%. Lower than top quartile of Malaysian dividend payers (4.2%). Higher than average of industry peers (2.4%).
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 21% share price gain to RM2.67, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Packaging industry in Malaysia. Total returns to shareholders of 216% over the past three years.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to RM2.23, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Packaging industry in Malaysia. Total returns to shareholders of 149% over the past three years.
分析記事 • Aug 23Why The 21% Return On Capital At BP Plastics Holding Bhd (KLSE:BPPLAS) Should Have Your AttentionIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS RM0.079 (vs RM0.045 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: RM108.9m (up 36% from 2Q 2020). Net income: RM14.8m (up 74% from 2Q 2020). Profit margin: 14% (up from 11% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Aug 21BP Plastics Holding Bhd Announces Special Dividend for the Financial Year Ended 31 December 2021, Payable on 08 October 2021BP Plastics Holding Bhd announced special dividend of 1 sen per share (Single Tier Interim Dividend) in respect of the financial year ended 31 December 2021. The payment date is on 08 October 2021, the ex-date is on 21 September 2021 and the entitlement date is on 22 September 2021.