View ValuationMBM Resources Berhad 将来の成長Future 基準チェック /06MBM Resources Berhad利益と収益がそれぞれ年間0.9%と0.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.8% 1%なると予測されています。主要情報0.9%収益成長率1.00%EPS成長率Retail Distributors 収益成長13.8%収益成長率0.7%将来の株主資本利益率11.78%アナリストカバレッジGood最終更新日26 May 2026今後の成長に関する最新情報Major Estimate Revision • Dec 02Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from RM2.36b to RM2.42b. EPS estimate increased from RM0.716 to RM0.791 per share. Net income forecast to shrink 7.6% next year vs 17% growth forecast for Retail Distributors industry in Malaysia . Consensus price target up from RM5.63 to RM6.34. Share price rose 5.7% to RM6.72 over the past week.Price Target Changed • Nov 26Price target increased by 11% to RM6.23Up from RM5.61, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of RM6.44. Stock is up 45% over the past year. The company is forecast to post earnings per share of RM0.78 for next year compared to RM0.85 last year.Price Target Changed • Aug 30Price target increased by 7.8% to RM5.61Up from RM5.21, the current price target is an average from 10 analysts. New target price is 6.1% below last closing price of RM5.98. Stock is up 44% over the past year. The company is forecast to post earnings per share of RM0.72 for next year compared to RM0.85 last year.Price Target Changed • Aug 29Price target increased by 7.6% to RM5.51Up from RM5.12, the current price target is an average from 10 analysts. New target price is 6.6% below last closing price of RM5.90. Stock is up 42% over the past year. The company is forecast to post earnings per share of RM0.70 for next year compared to RM0.85 last year.Price Target Changed • Jun 13Price target increased by 10% to RM5.07Up from RM4.59, the current price target is an average from 10 analysts. New target price is 5.9% below last closing price of RM5.39. Stock is up 52% over the past year. The company is forecast to post earnings per share of RM0.68 for next year compared to RM0.85 last year.Price Target Changed • May 28Price target increased by 7.7% to RM4.73Up from RM4.39, the current price target is an average from 10 analysts. New target price is 6.4% below last closing price of RM5.05. Stock is up 43% over the past year. The company is forecast to post earnings per share of RM0.68 for next year compared to RM0.85 last year.すべての更新を表示Recent updatesReported Earnings • 21hFirst quarter 2026 earnings released: EPS: RM0.16 (vs RM0.18 in 1Q 2025)First quarter 2026 results: EPS: RM0.16 (down from RM0.18 in 1Q 2025). Revenue: RM543.7m (down 5.3% from 1Q 2025). Net income: RM63.5m (down 11% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • May 01Dividend increased to RM0.21Dividend of RM0.21 is 133% higher than last year. Ex-date: 19th June 2026 Payment date: 30th June 2026 Dividend yield will be 12%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (dividend approximately 18x free cash flows). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 4.9% over the next 3 years. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range.お知らせ • Apr 29MBM Resources Berhad, Annual General Meeting, Jun 04, 2026MBM Resources Berhad, Annual General Meeting, Jun 04, 2026, at 10:00 Singapore Standard Time. Location: ballroom 1 of klgcc convention centre, (formerly known as sime darby convention centre), 1a, jalan bukit kiara 1, 6000 kuala lumpur, w.p. kuala lumpur, MalaysiaNew Risk • Mar 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 18x cash flows per share).Reported Earnings • Mar 02Full year 2025 earnings released: EPS: RM0.87 (vs RM0.85 in FY 2024)Full year 2025 results: EPS: RM0.87 (up from RM0.85 in FY 2024). Revenue: RM2.55b (up 2.6% from FY 2024). Net income: RM339.1m (up 1.7% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue is forecast to stay flat during the next 2 years compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.Board Change • Feb 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent & Non Executive Director Min Chin was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Nov 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 16x cash flows per share).Declared Dividend • Nov 28Dividend of RM0.17 announcedShareholders will receive a dividend of RM0.17. Ex-date: 10th December 2025 Payment date: 24th December 2025 Dividend yield will be 8.8%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (dividend approximately 16x free cash flows). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: RM0.24 (vs RM0.22 in 3Q 2024)Third quarter 2025 results: EPS: RM0.24 (up from RM0.22 in 3Q 2024). Revenue: RM635.9m (flat on 3Q 2024). Net income: RM94.5m (up 8.1% from 3Q 2024). Profit margin: 15% (up from 14% in 3Q 2024). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 13Upcoming dividend of RM0.22 per shareEligible shareholders must have bought the stock before 17 September 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 11%. Within top quartile of Malaysian dividend payers (5.6%). Higher than average of industry peers (2.4%).Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: RM0.19 (vs RM0.17 in 2Q 2024)Second quarter 2025 results: EPS: RM0.19 (up from RM0.17 in 2Q 2024). Revenue: RM602.2m (up 5.8% from 2Q 2024). Net income: RM72.5m (up 7.2% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Aug 30Dividend increased to RM0.22Dividend of RM0.22 is 38% higher than last year. Ex-date: 17th September 2025 Payment date: 29th September 2025 Dividend yield will be 12%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but not covered by cash flows (437% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 06Upcoming dividend of RM0.09 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 11%. Within top quartile of Malaysian dividend payers (5.6%). Higher than average of industry peers (8.3%).お知らせ • May 29MBM Resources Berhad Approves Single Tier Final Dividend for the Financial Year Ended 31 December 2024MBM Resources Berhad at its AGM held on May 29, 2025 approved to declare a single tier final dividend of 9.0 sen per ordinary share for the financial year ended 31 December 2024.Reported Earnings • May 04Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: RM0.85 (up from RM0.85 in FY 2023). Revenue: RM2.49b (up 2.9% from FY 2023). Net income: RM333.0m (flat on FY 2023). Profit margin: 13% (in line with FY 2023). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 7.6%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 20% per year.Declared Dividend • May 01Dividend reduced to RM0.09Dividend of RM0.09 is 40% lower than last year. Ex-date: 13th June 2025 Payment date: 26th June 2025 Dividend yield will be 9.5%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but not covered by cash flows (286% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.0% over the next 3 years. However, it would need to fall by 63% to increase the payout ratio to a potentially unsustainable range.お知らせ • Apr 29MBM Resources Berhad, Annual General Meeting, May 29, 2025MBM Resources Berhad, Annual General Meeting, May 29, 2025, at 10:00 Singapore Standard Time. Location: mutiara ballroom of royale chulan damansara hotel, no. 2, jalan pju 7/3, mutiara damansara, 47810 petaling jaya, selangor darul ehsan, Malaysiaお知らせ • Apr 16MBM Resources Berhad Proposes Single Tier Final Dividend for the Financial Year Ended 31 December 2024The Board of Directors of MBM Resources Berhad announced that the Company is proposing a single tier final dividend of 9.0 sen per ordinary share in respect of the financial year ended 31 December 2024, subject to the shareholders' approval at the forthcoming Thirty-First Annual General Meeting. The dividend entitlement date and payment date will be announced later.Reported Earnings • Mar 01Full year 2024 earnings released: EPS: RM0.85 (vs RM0.85 in FY 2023)Full year 2024 results: EPS: RM0.85 (up from RM0.85 in FY 2023). Revenue: RM2.49b (up 2.9% from FY 2023). Net income: RM333.0m (flat on FY 2023). Profit margin: 13% (in line with FY 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.お知らせ • Dec 17+ 4 more updatesMBM Resources Berhad Announces the Resignation of Anwar Bin Haji @ Aji as Independent and Non Executive Member of Risk CommitteeMBM Resources Berhad announced the resignation of Dato' Anwar Bin Haji @ Aji, age 74, as Independent and Non Executive Member of Risk Committee. Date of change is 16 December 2024. Composition of Risk Committee: (Name and Directorate of members after change): Wong Fay Lee (Chairman) - Non-Independent Non-Executive Director; Low Hin Choong (Member) - Non-Independent Non-Executive Director; and Chin Min Ming (Member) - Independent Non-Executive Director.Major Estimate Revision • Dec 02Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from RM2.36b to RM2.42b. EPS estimate increased from RM0.716 to RM0.791 per share. Net income forecast to shrink 7.6% next year vs 17% growth forecast for Retail Distributors industry in Malaysia . Consensus price target up from RM5.63 to RM6.34. Share price rose 5.7% to RM6.72 over the past week.お知らせ • Nov 27+ 1 more updateMBM Resources Berhad Announces Second Interim Dividend for the Financial Year Ending 31 December 2024, Payable on December 20, 2024MBM Resources Berhad announced Second Interim Dividend of 7.0 sen per ordinary share tax exempted under the single-tier system in respect of the financial year ending 31 December 2024. Ex-Date is December 9, 2024, Entitlement date is December 10, 2024 and Payment Date is December 20, 2024.Declared Dividend • Nov 27Dividend of RM0.29 announcedShareholders will receive a dividend of RM0.29. Ex-date: 9th December 2024 Payment date: 20th December 2024 Dividend yield will be 9.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but not covered by cash flows (dividend approximately 221x free cash flows). The dividend has increased by an average of 94% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 2.8% over the next 2 years. However, it would need to fall by 63% to increase the payout ratio to a potentially unsustainable range.Price Target Changed • Nov 26Price target increased by 11% to RM6.23Up from RM5.61, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of RM6.44. Stock is up 45% over the past year. The company is forecast to post earnings per share of RM0.78 for next year compared to RM0.85 last year.Reported Earnings • Nov 26Third quarter 2024 earnings released: EPS: RM0.22 (vs RM0.27 in 3Q 2023)Third quarter 2024 results: EPS: RM0.22 (down from RM0.27 in 3Q 2023). Revenue: RM638.4m (up 2.8% from 3Q 2023). Net income: RM87.4m (down 17% from 3Q 2023). Profit margin: 14% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Retail Distributors industry in Asia are expected to grow by 13%. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 27% per year.お知らせ • Sep 06MBM Resources Berhad Announces Resignation of WONG PEIR CHYUN as Company SecretaryMBM Resources Berhad Announced the resignation of WONG PEIR CHYUN as Company Secretary. Date Of Change is on 03 September 2024.Price Target Changed • Aug 30Price target increased by 7.8% to RM5.61Up from RM5.21, the current price target is an average from 10 analysts. New target price is 6.1% below last closing price of RM5.98. Stock is up 44% over the past year. The company is forecast to post earnings per share of RM0.72 for next year compared to RM0.85 last year.Declared Dividend • Aug 30Dividend of RM0.16 announcedShareholders will receive a dividend of RM0.16. Ex-date: 11th September 2024 Payment date: 26th September 2024 Dividend yield will be 7.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but not covered by cash flows (dividend approximately 9x free cash flows). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 19% over the next 3 years. However, it would need to fall by 74% to increase the payout ratio to a potentially unsustainable range.Price Target Changed • Aug 29Price target increased by 7.6% to RM5.51Up from RM5.12, the current price target is an average from 10 analysts. New target price is 6.6% below last closing price of RM5.90. Stock is up 42% over the past year. The company is forecast to post earnings per share of RM0.70 for next year compared to RM0.85 last year.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.17 (vs RM0.13 in 2Q 2023)Second quarter 2024 results: EPS: RM0.17 (up from RM0.13 in 2Q 2023). Revenue: RM569.2m (up 5.5% from 2Q 2023). Net income: RM67.6m (up 30% from 2Q 2023). Profit margin: 12% (up from 9.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.お知らせ • Aug 28MBM Resources Berhad Declares Special Dividend for the Year Ending 31 December 2024, Payable on September 26, 2024MBM Resources Berhad declared Special dividend of 10.0 sen per ordinary share tax exempted under the single-tier system in respect of the financial year ending 31 December 2024. Ex-Date: September 11, 2024. Entitlement date: September 12, 2024. Payment Date: September 26, 2024.Price Target Changed • Jun 13Price target increased by 10% to RM5.07Up from RM4.59, the current price target is an average from 10 analysts. New target price is 5.9% below last closing price of RM5.39. Stock is up 52% over the past year. The company is forecast to post earnings per share of RM0.68 for next year compared to RM0.85 last year.分析記事 • Jun 07MBM Resources Berhad's (KLSE:MBMR) Shareholders Will Receive A Bigger Dividend Than Last YearMBM Resources Berhad's ( KLSE:MBMR ) dividend will be increasing from last year's payment of the same period to MYR0.15...Upcoming Dividend • Jun 07Upcoming dividend of RM0.15 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 9.9%. Within top quartile of Malaysian dividend payers (4.4%). Higher than average of industry peers (3.0%).お知らせ • May 31MBM Resources Berhad Approves Single Tier Final Dividend for the Financial Year Ended 31 December 2023MBM Resources Berhad announced that at the Annual General Meeting 30 May 2024 approved a single tier final dividend of 15.0 sen per ordinary share for the financial year ended 31 December 2023.Price Target Changed • May 28Price target increased by 7.7% to RM4.73Up from RM4.39, the current price target is an average from 10 analysts. New target price is 6.4% below last closing price of RM5.05. Stock is up 43% over the past year. The company is forecast to post earnings per share of RM0.68 for next year compared to RM0.85 last year.分析記事 • May 01MBM Resources Berhad's (KLSE:MBMR) Upcoming Dividend Will Be Larger Than Last Year'sMBM Resources Berhad's ( KLSE:MBMR ) periodic dividend will be increasing on the 28th of June to MYR0.15, with...お知らせ • May 01MBM Resources Berhad, Annual General Meeting, May 30, 2024MBM Resources Berhad, Annual General Meeting, May 30, 2024, at 14:00 Singapore Standard Time. Location: 23-01, Level 23, Menara MBMR, 1 Jalan Syed Putra, 58000 Kuala Lumpur Kuala Lumpur MalaysiaDeclared Dividend • May 01Dividend increased to RM0.15Dividend of RM0.15 is 150% higher than last year. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 11%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (24% 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 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 28% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.お知らせ • Apr 20MBM Resources Berhad Proposes Final Dividend for the Financial Year Ended 31 December 2023The Board of Directors of MBM Resources Berhad announced that the Company is proposing a single tier final dividend of 15.0 sen per ordinary share in respect of the financial year ended 31 December 2023, subject to the shareholders' approval at the forthcoming Thirtieth Annual General Meeting.分析記事 • Mar 03Earnings Beat: MBM Resources Berhad Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsMBM Resources Berhad ( KLSE:MBMR ) came out with its annual results last week, and we wanted to see how the business is...Reported Earnings • Feb 29Full year 2023 earnings released: EPS: RM0.86 (vs RM0.68 in FY 2022)Full year 2023 results: EPS: RM0.86 (up from RM0.68 in FY 2022). Revenue: RM2.42b (up 4.7% from FY 2022). Net income: RM334.5m (up 25% from FY 2022). Profit margin: 14% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Retail Distributors industry in Asia are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 02+ 3 more updatesMBM Resources Berhad Announces Redesignation of Mr. Low Hin Choong from Executive Director to Non Independent and Non Executive DirectorMBM Resources Berhad announced redesignation of Mr. Low Hin Choong from Executive Director to Non Independent and Non Executive Director at Age of 62. Date of change is 02 January 2024.Upcoming Dividend • Dec 01Upcoming dividend of RM0.13 per share at 12% yieldEligible shareholders must have bought the stock before 08 December 2023. Payment date: 22 December 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of Malaysian dividend payers (5.1%). Higher than average of industry peers (2.4%).Reported Earnings • Nov 25Third quarter 2023 earnings released: EPS: RM0.27 (vs RM0.15 in 3Q 2022)Third quarter 2023 results: EPS: RM0.27 (up from RM0.15 in 3Q 2022). Revenue: RM621.3m (flat on 3Q 2022). Net income: RM104.8m (up 74% from 3Q 2022). Profit margin: 17% (up from 9.7% in 3Q 2022). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Retail Distributors industry in Asia are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 25+ 3 more updatesResources Berhad Announces Second Interim Dividend in Respect of the Financial Year Ending 31 December 2023, Payable on 22 December 2023MBM Resources Berhad announced Second Interim Dividend of 6.0 sen per ordinary shares tax exempted under the single-tier system in respect of the financial year ending 31 December 2023. Ex-Date is 8 December 2023. Entitlement date is 11 December 2023. Payment Date is 22 December 2023.Upcoming Dividend • Aug 31Upcoming dividend of RM0.26 per share at 13% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 22 September 2023. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 13%. Within top quartile of Malaysian dividend payers (5.1%). In line with average of industry peers (12%).お知らせ • Aug 26+ 1 more updateMBM Resources Berhad Announces the Establishment of Executive CommitteeThe Board of Directors of MBM Resources Berhad announced the establishment of a Board Committee known as the "Executive ommittee" ("EXCO") on 24 August 2023. The EXCO shall serve as a temporary Board Committee to assume the roles and responsibilities of the Group Chief Executive Officer ("CEO") as set out in the Board Charter and Company's Limit of Authority until the new Group CEO is appointed. The EXCO shall comprise of the following Non-Independent Executive Directors of the Company:- Dato' Zulfikri Bin Osman and Mr. Low Hin Choong.お知らせ • Aug 25MBM Resources Berhad Announces Resignation of Encik Muhammad Fateh Teh Bin Abdullah as Group Chief Executive OfficerMBM Resources Berhad announced resignation of Encik Muhammad Fateh Teh Bin Abdullah, age 53, as Group Chief Executive Officer to pursue other interest. Date of change: 24 Aug. 2023.分析記事 • Aug 24These 4 Measures Indicate That MBM Resources Berhad (KLSE:MBMR) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Aug 24+ 1 more updateMBM Resources Berhad Announces Special Dividend on Ordinary Share Tax Exempted Under the Single-Tier System in Respect of the Financial Year Ending 31 December 2023, Payable on September 22, 2023MBM Resources Berhad announced Special dividend of 20.0 sen per ordinary share tax exempted under the single-tier system in respect of the financial year ending 31 December 2023. Ex-Date is September 7, 2023, entitlement date is September 8, 2023 and Payment Date is September 22, 2023.Reported Earnings • Aug 24Second quarter 2023 earnings released: EPS: RM0.13 (vs RM0.17 in 2Q 2022)Second quarter 2023 results: EPS: RM0.13 (down from RM0.17 in 2Q 2022). Revenue: RM539.6m (down 3.1% from 2Q 2022). Net income: RM51.9m (down 21% from 2Q 2022). Profit margin: 9.6% (down from 12% in 2Q 2022). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Retail Distributors industry in Asia are expected to grow by 9.8%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 15MBM Resources Berhad Announces Redesignation of Low Hin Choong from Non Executive Director to Executive DirectorMBM Resources Berhad announced redesignation of Low Hin Choong from Non Executive Director to Executive Director. His age is 62 and nationality is Malaysia. Date of change is 14 Jun 2023.Upcoming Dividend • Jun 09Upcoming dividend of RM0.06 per share at 11% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 11%. Within top quartile of Malaysian dividend payers (5.4%). In line with average of industry peers (9.9%).お知らせ • Jun 08+ 3 more updatesMbm Resources Berhad Announces Redesignation of Nik Fazila Binti Nik Mohamed Shihabuddin from Independent and Non Executive Member of Audit Committee to Chairman of Audit CommitteeMBM Resources Berhad announced redesignation of Nik Fazila Binti Nik Mohamed Shihabuddin from Independent and Non Executive Member of Audit Committee to Chairman of Audit Committee. Her age is 57 and nationality is Malaysia. Date of change is 07 Jun 2023. Composition of Audit Committee (Name and Directorate of members after change): Nik Fazila Binti Nik Mohamed Shihabuddin (Chairman) - Independent Non-Executive Director. Dato Anwar Bin Haji @ Aji (Member) - Senior Independent Non-Executive Director. Ng Seng Kong (Member) - Non- Independent Non-Executive Director.お知らせ • Jun 02MBM Resources Berhad Approves Single Tier Final Dividend for the Financial Year Ended 31 December 2022MBM Resources Berhad at the AGM held on 01 June 2023, approved to declare a single tier final dividend of 6.0 sen per ordinary share for the financial year ended 31 December 2022.Price Target Changed • Jun 02Price target decreased by 8.0% to RM4.37Down from RM4.75, the current price target is an average from 9 analysts. New target price is 23% above last closing price of RM3.55. Stock is up 6.9% over the past year. The company is forecast to post earnings per share of RM0.66 for next year compared to RM0.68 last year.Reported Earnings • May 04Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: RM0.68 (up from RM0.44 in FY 2021). Revenue: RM2.31b (up 51% from FY 2021). Net income: RM267.4m (up 56% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to stay flat during the next 3 years compared to a 9.4% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 27Upcoming dividend of RM0.21 per share at 9.5% yieldEligible shareholders must have bought the stock before 06 March 2023. Payment date: 21 March 2023. Payout ratio is a comfortable 17% but the company is paying out more than the cash it is generating. Trailing yield: 9.5%. Within top quartile of Malaysian dividend payers (5.1%). In line with average of industry peers (9.3%).分析記事 • Feb 22MBM Resources Berhad's (KLSE:MBMR) Upcoming Dividend Will Be Larger Than Last Year'sMBM Resources Berhad ( KLSE:MBMR ) has announced that it will be increasing its periodic dividend on the 21st of March...Price Target Changed • Feb 22Price target increased by 8.6% to RM4.58Up from RM4.21, the current price target is an average from 9 analysts. New target price is 18% above last closing price of RM3.87. Stock is up 25% over the past year. The company is forecast to post earnings per share of RM0.66 for next year compared to RM0.69 last year.分析記事 • Feb 21Forecast: Analysts Think MBM Resources Berhad's (KLSE:MBMR) Business Prospects Have Improved DrasticallyCelebrations may be in order for MBM Resources Berhad ( KLSE:MBMR ) shareholders, with the analysts delivering a...Reported Earnings • Feb 21Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: RM0.69 (up from RM0.44 in FY 2021). Revenue: RM2.31b (up 51% from FY 2021). Net income: RM268.6m (up 57% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Feb 01+ 5 more updatesMBM Resources Berhad Announces Redesignation of Encik Aqil Bin Ahmad Azizuddin from Non Independent and Non Executive Director to Non Independent and Non Executive ChairmanMBM Resources Berhad announced the redesignation of Encik Aqil Bin Ahmad Azizuddin, aged 64, from Non Independent and Non Executive Director to Non Independent and Non Executive Chairman. Date of change is January 31, 2023. Qualifications: Degree in Science in Business Economics from Southern Illinois University, Carbondale, IL, USA. Encik Aqil Bin Ahmad Azizuddin is no stranger to the MBM Resources Berhad Group. He built his career in Daihatsu (Malaysia) Sdn Bhd since 1991 where he held various senior level positions including Managing Director between 2000 to 2008. En. Aqil was also previously on the board of MBM Resources Berhad between 2001 to 2017. He has also served on the Boards of several subsidiaries within the group. En. Aqil is also currently the Chairman of Med-Bumikar MARA Sdn Bhd and Daihatsu (Malaysia) Sdn Bhd. He is also a Board Member in Perusahaan Otomobil Kedua Sdn Bhd and Perodua Sales Sdn Bhd.お知らせ • Jan 27+ 1 more updateMBM Resources Berhad Appoints Dato Zulfikri Bin Osman as Non Independent and Non-Executive DirectorMBM Resources Berhad announced the appointment of Dato Zulfikri Bin Osman, aged 57, as Non Independent and Non-Executive Director. Date of change is January 26, 2023. Qualifications: Masters in Science in Management from Northern University of Malaysia; Degree in Business Administration (Hons) from MARA University of Technology; Diploma in Accountancy from MARA University of Technology. Dato Zulfikri is the Deputy Director General (Entrepreneurship) of Majlis Amanah Rakyat (MARA) and is also a Board Member of Med-Bumikar MARA Sdn Bhd. Apart from that, he also holds various board positions in MARA investee companies including Interim Group Executive Director of Pelaburan MARA Berhad. Dato Zulfikri holds a Masters of Science in management from Universiti Utara Malaysia and has completed Executive Development Programmes at both Harvard Kennedy School and INSEAD Business School.Reported Earnings • Nov 25Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: RM621.2m (up 169% from 3Q 2021). Net income: RM60.2m (up RM65.5m from 3Q 2021). Profit margin: 9.7% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% 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. 5 experienced directors. 1 highly experienced director. Non Independent Non Executive Director Fay Wong was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 01Upcoming dividend of RM0.16 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 7.8%. Within top quartile of Malaysian dividend payers (4.9%). Higher than average of industry peers (5.8%).お知らせ • Aug 26+ 1 more updateMbm Resources Berhad Declares First Interim Single Tier Dividend for the Current Financial Year Ending 31 December 2022, Payable on September 30, 2022The Board of MBM Resources Berhad declared a first interim single tier dividend of 6.0 sen per ordinary share amounting to approximately MYR 23,453,259 for the current financial year ending 31 December 2022. Ex-Date is September 8, 2022. Entitlement date is September 9, 2022 and Payment Date is September 30, 2022.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: RM0.17 (vs RM0.043 in 2Q 2021)Second quarter 2022 results: EPS: RM0.17 (up from RM0.043 in 2Q 2021). Revenue: RM557.0m (up 74% from 2Q 2021). Net income: RM66.0m (up 296% from 2Q 2021). Profit margin: 12% (up from 5.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.8%, compared to a 20% growth forecast for the Retail Distributors industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 6% per year.お知らせ • Aug 11MBM Resources Berhad Appoints Ng Seng Kong as Non Independent and Non Executive Member of Audit CommitteeMBM Resources Berhad announced appointment of Ng Seng Kong as Non Independent and Non Executive Member of Audit Committee. The date of change is August 10, 2022. Age: 68. Gender: Male. Nationality: Malaysia. Composition of Audit Committee (Name and Directorate of members after change): Dato Anwar Bin Haji @ Aji (Chairman) - Senior Independent Non-Executive Director; Datuk (Dr) Aminar Rashid Bin Salleh (Member) - Independent Non-Executive Chairman; and Ng Seng Kong (Member) - Non-Independent Non-Executive Director.Buying Opportunity • Jun 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be RM3.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 6.0% in the next 2 years.Upcoming Dividend • Jun 08Upcoming dividend of RM0.06 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Malaysian dividend payers (4.6%). Higher than average of industry peers (4.0%).分析記事 • Jun 02MBM Resources Berhad's (KLSE:MBMR) Dividend Is Being Reduced To RM0.06MBM Resources Berhad ( KLSE:MBMR ) has announced it will be reducing its dividend payable on the 30th of June to...業績と収益の成長予測KLSE:MBMR - アナリストの将来予測と過去の財務データ ( )MYR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,5553384870612/31/20272,5623303770912/31/20262,517322537693/31/20262,5193312454N/A12/31/20252,549339940N/A9/30/20252,4733371238N/A6/30/20252,4763294365N/A3/31/20252,4433254869N/A12/31/20242,48633382101N/A9/30/20242,52433079113N/A6/30/20242,5073472252N/A3/31/20242,4783321643N/A12/31/20232,416331-28-1N/A9/30/20232,368293-21-14N/A6/30/20232,3672483542N/A3/31/20232,3852624955N/A12/31/20222,3082674349N/A9/30/20222,2163248492N/A6/30/20221,825259-32-22N/A3/31/20221,589210-55N/A12/31/20211,52917109N/A9/30/20211,5301384046N/A6/30/20211,900208157163N/A3/31/20211,83818695101N/A12/31/20201,7931677580N/A9/30/20201,7261302935N/A6/30/20201,6411232837N/A3/31/20201,9402075160N/A12/31/20192,085232N/A34N/A9/30/20192,078258N/A-7N/A6/30/20192,024243N/A21N/A3/31/20191,950204N/A-6N/A12/31/20181,883191N/A65N/A9/30/20181,830-60N/A93N/A6/30/20181,835-95N/A44N/A3/31/20181,755-119N/A62N/A12/31/20171,722-139N/A82N/A9/30/20171,72650N/A4N/A6/30/20171,69164N/A-21N/A3/31/20171,71467N/A-3N/A12/31/20161,67066N/A-37N/A9/30/20161,67170N/A30N/A6/30/20161,65057N/A43N/A3/31/20161,59767N/A-57N/A12/31/20151,81584N/A38N/A9/30/20151,789105N/A-10N/A6/30/20151,801122N/A40N/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: MBMRの予測収益成長率 (年間0.9% ) は 貯蓄率 ( 3.8% ) を下回っています。収益対市場: MBMRの収益 ( 0.9% ) MY市場 ( 10.4% ) よりも低い成長が予測されています。高成長収益: MBMRの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MBMRの収益 ( 0.7% ) 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: MBMRの収益 ( 0.7% ) 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: MBMRの 自己資本利益率 は、3年後には低くなると予測されています ( 11.8 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 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2026/05/26 06:27終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋MBM Resources Berhad 9 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。12 アナリスト機関Afifah IshakAffin Hwang Investment BankQing Rong NgAmInvestment Bank BerhadXin-Yue LeongAmInvestment Bank Berhad9 その他のアナリストを表示
Major Estimate Revision • Dec 02Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from RM2.36b to RM2.42b. EPS estimate increased from RM0.716 to RM0.791 per share. Net income forecast to shrink 7.6% next year vs 17% growth forecast for Retail Distributors industry in Malaysia . Consensus price target up from RM5.63 to RM6.34. Share price rose 5.7% to RM6.72 over the past week.
Price Target Changed • Nov 26Price target increased by 11% to RM6.23Up from RM5.61, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of RM6.44. Stock is up 45% over the past year. The company is forecast to post earnings per share of RM0.78 for next year compared to RM0.85 last year.
Price Target Changed • Aug 30Price target increased by 7.8% to RM5.61Up from RM5.21, the current price target is an average from 10 analysts. New target price is 6.1% below last closing price of RM5.98. Stock is up 44% over the past year. The company is forecast to post earnings per share of RM0.72 for next year compared to RM0.85 last year.
Price Target Changed • Aug 29Price target increased by 7.6% to RM5.51Up from RM5.12, the current price target is an average from 10 analysts. New target price is 6.6% below last closing price of RM5.90. Stock is up 42% over the past year. The company is forecast to post earnings per share of RM0.70 for next year compared to RM0.85 last year.
Price Target Changed • Jun 13Price target increased by 10% to RM5.07Up from RM4.59, the current price target is an average from 10 analysts. New target price is 5.9% below last closing price of RM5.39. Stock is up 52% over the past year. The company is forecast to post earnings per share of RM0.68 for next year compared to RM0.85 last year.
Price Target Changed • May 28Price target increased by 7.7% to RM4.73Up from RM4.39, the current price target is an average from 10 analysts. New target price is 6.4% below last closing price of RM5.05. Stock is up 43% over the past year. The company is forecast to post earnings per share of RM0.68 for next year compared to RM0.85 last year.
Reported Earnings • 21hFirst quarter 2026 earnings released: EPS: RM0.16 (vs RM0.18 in 1Q 2025)First quarter 2026 results: EPS: RM0.16 (down from RM0.18 in 1Q 2025). Revenue: RM543.7m (down 5.3% from 1Q 2025). Net income: RM63.5m (down 11% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 01Dividend increased to RM0.21Dividend of RM0.21 is 133% higher than last year. Ex-date: 19th June 2026 Payment date: 30th June 2026 Dividend yield will be 12%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (dividend approximately 18x free cash flows). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 4.9% over the next 3 years. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Apr 29MBM Resources Berhad, Annual General Meeting, Jun 04, 2026MBM Resources Berhad, Annual General Meeting, Jun 04, 2026, at 10:00 Singapore Standard Time. Location: ballroom 1 of klgcc convention centre, (formerly known as sime darby convention centre), 1a, jalan bukit kiara 1, 6000 kuala lumpur, w.p. kuala lumpur, Malaysia
New Risk • Mar 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 18x cash flows per share).
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: RM0.87 (vs RM0.85 in FY 2024)Full year 2025 results: EPS: RM0.87 (up from RM0.85 in FY 2024). Revenue: RM2.55b (up 2.6% from FY 2024). Net income: RM339.1m (up 1.7% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue is forecast to stay flat during the next 2 years compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.
Board Change • Feb 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent & Non Executive Director Min Chin was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Nov 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 16x cash flows per share).
Declared Dividend • Nov 28Dividend of RM0.17 announcedShareholders will receive a dividend of RM0.17. Ex-date: 10th December 2025 Payment date: 24th December 2025 Dividend yield will be 8.8%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (dividend approximately 16x free cash flows). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.
Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: RM0.24 (vs RM0.22 in 3Q 2024)Third quarter 2025 results: EPS: RM0.24 (up from RM0.22 in 3Q 2024). Revenue: RM635.9m (flat on 3Q 2024). Net income: RM94.5m (up 8.1% from 3Q 2024). Profit margin: 15% (up from 14% in 3Q 2024). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 13Upcoming dividend of RM0.22 per shareEligible shareholders must have bought the stock before 17 September 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 11%. Within top quartile of Malaysian dividend payers (5.6%). Higher than average of industry peers (2.4%).
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: RM0.19 (vs RM0.17 in 2Q 2024)Second quarter 2025 results: EPS: RM0.19 (up from RM0.17 in 2Q 2024). Revenue: RM602.2m (up 5.8% from 2Q 2024). Net income: RM72.5m (up 7.2% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Aug 30Dividend increased to RM0.22Dividend of RM0.22 is 38% higher than last year. Ex-date: 17th September 2025 Payment date: 29th September 2025 Dividend yield will be 12%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but not covered by cash flows (437% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 06Upcoming dividend of RM0.09 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 11%. Within top quartile of Malaysian dividend payers (5.6%). Higher than average of industry peers (8.3%).
お知らせ • May 29MBM Resources Berhad Approves Single Tier Final Dividend for the Financial Year Ended 31 December 2024MBM Resources Berhad at its AGM held on May 29, 2025 approved to declare a single tier final dividend of 9.0 sen per ordinary share for the financial year ended 31 December 2024.
Reported Earnings • May 04Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: RM0.85 (up from RM0.85 in FY 2023). Revenue: RM2.49b (up 2.9% from FY 2023). Net income: RM333.0m (flat on FY 2023). Profit margin: 13% (in line with FY 2023). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 7.6%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 20% per year.
Declared Dividend • May 01Dividend reduced to RM0.09Dividend of RM0.09 is 40% lower than last year. Ex-date: 13th June 2025 Payment date: 26th June 2025 Dividend yield will be 9.5%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but not covered by cash flows (286% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.0% over the next 3 years. However, it would need to fall by 63% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Apr 29MBM Resources Berhad, Annual General Meeting, May 29, 2025MBM Resources Berhad, Annual General Meeting, May 29, 2025, at 10:00 Singapore Standard Time. Location: mutiara ballroom of royale chulan damansara hotel, no. 2, jalan pju 7/3, mutiara damansara, 47810 petaling jaya, selangor darul ehsan, Malaysia
お知らせ • Apr 16MBM Resources Berhad Proposes Single Tier Final Dividend for the Financial Year Ended 31 December 2024The Board of Directors of MBM Resources Berhad announced that the Company is proposing a single tier final dividend of 9.0 sen per ordinary share in respect of the financial year ended 31 December 2024, subject to the shareholders' approval at the forthcoming Thirty-First Annual General Meeting. The dividend entitlement date and payment date will be announced later.
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: RM0.85 (vs RM0.85 in FY 2023)Full year 2024 results: EPS: RM0.85 (up from RM0.85 in FY 2023). Revenue: RM2.49b (up 2.9% from FY 2023). Net income: RM333.0m (flat on FY 2023). Profit margin: 13% (in line with FY 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Dec 17+ 4 more updatesMBM Resources Berhad Announces the Resignation of Anwar Bin Haji @ Aji as Independent and Non Executive Member of Risk CommitteeMBM Resources Berhad announced the resignation of Dato' Anwar Bin Haji @ Aji, age 74, as Independent and Non Executive Member of Risk Committee. Date of change is 16 December 2024. Composition of Risk Committee: (Name and Directorate of members after change): Wong Fay Lee (Chairman) - Non-Independent Non-Executive Director; Low Hin Choong (Member) - Non-Independent Non-Executive Director; and Chin Min Ming (Member) - Independent Non-Executive Director.
Major Estimate Revision • Dec 02Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from RM2.36b to RM2.42b. EPS estimate increased from RM0.716 to RM0.791 per share. Net income forecast to shrink 7.6% next year vs 17% growth forecast for Retail Distributors industry in Malaysia . Consensus price target up from RM5.63 to RM6.34. Share price rose 5.7% to RM6.72 over the past week.
お知らせ • Nov 27+ 1 more updateMBM Resources Berhad Announces Second Interim Dividend for the Financial Year Ending 31 December 2024, Payable on December 20, 2024MBM Resources Berhad announced Second Interim Dividend of 7.0 sen per ordinary share tax exempted under the single-tier system in respect of the financial year ending 31 December 2024. Ex-Date is December 9, 2024, Entitlement date is December 10, 2024 and Payment Date is December 20, 2024.
Declared Dividend • Nov 27Dividend of RM0.29 announcedShareholders will receive a dividend of RM0.29. Ex-date: 9th December 2024 Payment date: 20th December 2024 Dividend yield will be 9.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but not covered by cash flows (dividend approximately 221x free cash flows). The dividend has increased by an average of 94% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 2.8% over the next 2 years. However, it would need to fall by 63% to increase the payout ratio to a potentially unsustainable range.
Price Target Changed • Nov 26Price target increased by 11% to RM6.23Up from RM5.61, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of RM6.44. Stock is up 45% over the past year. The company is forecast to post earnings per share of RM0.78 for next year compared to RM0.85 last year.
Reported Earnings • Nov 26Third quarter 2024 earnings released: EPS: RM0.22 (vs RM0.27 in 3Q 2023)Third quarter 2024 results: EPS: RM0.22 (down from RM0.27 in 3Q 2023). Revenue: RM638.4m (up 2.8% from 3Q 2023). Net income: RM87.4m (down 17% from 3Q 2023). Profit margin: 14% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Retail Distributors industry in Asia are expected to grow by 13%. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Sep 06MBM Resources Berhad Announces Resignation of WONG PEIR CHYUN as Company SecretaryMBM Resources Berhad Announced the resignation of WONG PEIR CHYUN as Company Secretary. Date Of Change is on 03 September 2024.
Price Target Changed • Aug 30Price target increased by 7.8% to RM5.61Up from RM5.21, the current price target is an average from 10 analysts. New target price is 6.1% below last closing price of RM5.98. Stock is up 44% over the past year. The company is forecast to post earnings per share of RM0.72 for next year compared to RM0.85 last year.
Declared Dividend • Aug 30Dividend of RM0.16 announcedShareholders will receive a dividend of RM0.16. Ex-date: 11th September 2024 Payment date: 26th September 2024 Dividend yield will be 7.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but not covered by cash flows (dividend approximately 9x free cash flows). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 19% over the next 3 years. However, it would need to fall by 74% to increase the payout ratio to a potentially unsustainable range.
Price Target Changed • Aug 29Price target increased by 7.6% to RM5.51Up from RM5.12, the current price target is an average from 10 analysts. New target price is 6.6% below last closing price of RM5.90. Stock is up 42% over the past year. The company is forecast to post earnings per share of RM0.70 for next year compared to RM0.85 last year.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.17 (vs RM0.13 in 2Q 2023)Second quarter 2024 results: EPS: RM0.17 (up from RM0.13 in 2Q 2023). Revenue: RM569.2m (up 5.5% from 2Q 2023). Net income: RM67.6m (up 30% from 2Q 2023). Profit margin: 12% (up from 9.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.
お知らせ • Aug 28MBM Resources Berhad Declares Special Dividend for the Year Ending 31 December 2024, Payable on September 26, 2024MBM Resources Berhad declared Special dividend of 10.0 sen per ordinary share tax exempted under the single-tier system in respect of the financial year ending 31 December 2024. Ex-Date: September 11, 2024. Entitlement date: September 12, 2024. Payment Date: September 26, 2024.
Price Target Changed • Jun 13Price target increased by 10% to RM5.07Up from RM4.59, the current price target is an average from 10 analysts. New target price is 5.9% below last closing price of RM5.39. Stock is up 52% over the past year. The company is forecast to post earnings per share of RM0.68 for next year compared to RM0.85 last year.
分析記事 • Jun 07MBM Resources Berhad's (KLSE:MBMR) Shareholders Will Receive A Bigger Dividend Than Last YearMBM Resources Berhad's ( KLSE:MBMR ) dividend will be increasing from last year's payment of the same period to MYR0.15...
Upcoming Dividend • Jun 07Upcoming dividend of RM0.15 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 9.9%. Within top quartile of Malaysian dividend payers (4.4%). Higher than average of industry peers (3.0%).
お知らせ • May 31MBM Resources Berhad Approves Single Tier Final Dividend for the Financial Year Ended 31 December 2023MBM Resources Berhad announced that at the Annual General Meeting 30 May 2024 approved a single tier final dividend of 15.0 sen per ordinary share for the financial year ended 31 December 2023.
Price Target Changed • May 28Price target increased by 7.7% to RM4.73Up from RM4.39, the current price target is an average from 10 analysts. New target price is 6.4% below last closing price of RM5.05. Stock is up 43% over the past year. The company is forecast to post earnings per share of RM0.68 for next year compared to RM0.85 last year.
分析記事 • May 01MBM Resources Berhad's (KLSE:MBMR) Upcoming Dividend Will Be Larger Than Last Year'sMBM Resources Berhad's ( KLSE:MBMR ) periodic dividend will be increasing on the 28th of June to MYR0.15, with...
お知らせ • May 01MBM Resources Berhad, Annual General Meeting, May 30, 2024MBM Resources Berhad, Annual General Meeting, May 30, 2024, at 14:00 Singapore Standard Time. Location: 23-01, Level 23, Menara MBMR, 1 Jalan Syed Putra, 58000 Kuala Lumpur Kuala Lumpur Malaysia
Declared Dividend • May 01Dividend increased to RM0.15Dividend of RM0.15 is 150% higher than last year. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 11%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (24% 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 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 28% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Apr 20MBM Resources Berhad Proposes Final Dividend for the Financial Year Ended 31 December 2023The Board of Directors of MBM Resources Berhad announced that the Company is proposing a single tier final dividend of 15.0 sen per ordinary share in respect of the financial year ended 31 December 2023, subject to the shareholders' approval at the forthcoming Thirtieth Annual General Meeting.
分析記事 • Mar 03Earnings Beat: MBM Resources Berhad Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsMBM Resources Berhad ( KLSE:MBMR ) came out with its annual results last week, and we wanted to see how the business is...
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: RM0.86 (vs RM0.68 in FY 2022)Full year 2023 results: EPS: RM0.86 (up from RM0.68 in FY 2022). Revenue: RM2.42b (up 4.7% from FY 2022). Net income: RM334.5m (up 25% from FY 2022). Profit margin: 14% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Retail Distributors industry in Asia are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 02+ 3 more updatesMBM Resources Berhad Announces Redesignation of Mr. Low Hin Choong from Executive Director to Non Independent and Non Executive DirectorMBM Resources Berhad announced redesignation of Mr. Low Hin Choong from Executive Director to Non Independent and Non Executive Director at Age of 62. Date of change is 02 January 2024.
Upcoming Dividend • Dec 01Upcoming dividend of RM0.13 per share at 12% yieldEligible shareholders must have bought the stock before 08 December 2023. Payment date: 22 December 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of Malaysian dividend payers (5.1%). Higher than average of industry peers (2.4%).
Reported Earnings • Nov 25Third quarter 2023 earnings released: EPS: RM0.27 (vs RM0.15 in 3Q 2022)Third quarter 2023 results: EPS: RM0.27 (up from RM0.15 in 3Q 2022). Revenue: RM621.3m (flat on 3Q 2022). Net income: RM104.8m (up 74% from 3Q 2022). Profit margin: 17% (up from 9.7% in 3Q 2022). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Retail Distributors industry in Asia are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 25+ 3 more updatesResources Berhad Announces Second Interim Dividend in Respect of the Financial Year Ending 31 December 2023, Payable on 22 December 2023MBM Resources Berhad announced Second Interim Dividend of 6.0 sen per ordinary shares tax exempted under the single-tier system in respect of the financial year ending 31 December 2023. Ex-Date is 8 December 2023. Entitlement date is 11 December 2023. Payment Date is 22 December 2023.
Upcoming Dividend • Aug 31Upcoming dividend of RM0.26 per share at 13% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 22 September 2023. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 13%. Within top quartile of Malaysian dividend payers (5.1%). In line with average of industry peers (12%).
お知らせ • Aug 26+ 1 more updateMBM Resources Berhad Announces the Establishment of Executive CommitteeThe Board of Directors of MBM Resources Berhad announced the establishment of a Board Committee known as the "Executive ommittee" ("EXCO") on 24 August 2023. The EXCO shall serve as a temporary Board Committee to assume the roles and responsibilities of the Group Chief Executive Officer ("CEO") as set out in the Board Charter and Company's Limit of Authority until the new Group CEO is appointed. The EXCO shall comprise of the following Non-Independent Executive Directors of the Company:- Dato' Zulfikri Bin Osman and Mr. Low Hin Choong.
お知らせ • Aug 25MBM Resources Berhad Announces Resignation of Encik Muhammad Fateh Teh Bin Abdullah as Group Chief Executive OfficerMBM Resources Berhad announced resignation of Encik Muhammad Fateh Teh Bin Abdullah, age 53, as Group Chief Executive Officer to pursue other interest. Date of change: 24 Aug. 2023.
分析記事 • Aug 24These 4 Measures Indicate That MBM Resources Berhad (KLSE:MBMR) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Aug 24+ 1 more updateMBM Resources Berhad Announces Special Dividend on Ordinary Share Tax Exempted Under the Single-Tier System in Respect of the Financial Year Ending 31 December 2023, Payable on September 22, 2023MBM Resources Berhad announced Special dividend of 20.0 sen per ordinary share tax exempted under the single-tier system in respect of the financial year ending 31 December 2023. Ex-Date is September 7, 2023, entitlement date is September 8, 2023 and Payment Date is September 22, 2023.
Reported Earnings • Aug 24Second quarter 2023 earnings released: EPS: RM0.13 (vs RM0.17 in 2Q 2022)Second quarter 2023 results: EPS: RM0.13 (down from RM0.17 in 2Q 2022). Revenue: RM539.6m (down 3.1% from 2Q 2022). Net income: RM51.9m (down 21% from 2Q 2022). Profit margin: 9.6% (down from 12% in 2Q 2022). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Retail Distributors industry in Asia are expected to grow by 9.8%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 15MBM Resources Berhad Announces Redesignation of Low Hin Choong from Non Executive Director to Executive DirectorMBM Resources Berhad announced redesignation of Low Hin Choong from Non Executive Director to Executive Director. His age is 62 and nationality is Malaysia. Date of change is 14 Jun 2023.
Upcoming Dividend • Jun 09Upcoming dividend of RM0.06 per share at 11% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 11%. Within top quartile of Malaysian dividend payers (5.4%). In line with average of industry peers (9.9%).
お知らせ • Jun 08+ 3 more updatesMbm Resources Berhad Announces Redesignation of Nik Fazila Binti Nik Mohamed Shihabuddin from Independent and Non Executive Member of Audit Committee to Chairman of Audit CommitteeMBM Resources Berhad announced redesignation of Nik Fazila Binti Nik Mohamed Shihabuddin from Independent and Non Executive Member of Audit Committee to Chairman of Audit Committee. Her age is 57 and nationality is Malaysia. Date of change is 07 Jun 2023. Composition of Audit Committee (Name and Directorate of members after change): Nik Fazila Binti Nik Mohamed Shihabuddin (Chairman) - Independent Non-Executive Director. Dato Anwar Bin Haji @ Aji (Member) - Senior Independent Non-Executive Director. Ng Seng Kong (Member) - Non- Independent Non-Executive Director.
お知らせ • Jun 02MBM Resources Berhad Approves Single Tier Final Dividend for the Financial Year Ended 31 December 2022MBM Resources Berhad at the AGM held on 01 June 2023, approved to declare a single tier final dividend of 6.0 sen per ordinary share for the financial year ended 31 December 2022.
Price Target Changed • Jun 02Price target decreased by 8.0% to RM4.37Down from RM4.75, the current price target is an average from 9 analysts. New target price is 23% above last closing price of RM3.55. Stock is up 6.9% over the past year. The company is forecast to post earnings per share of RM0.66 for next year compared to RM0.68 last year.
Reported Earnings • May 04Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: RM0.68 (up from RM0.44 in FY 2021). Revenue: RM2.31b (up 51% from FY 2021). Net income: RM267.4m (up 56% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to stay flat during the next 3 years compared to a 9.4% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 27Upcoming dividend of RM0.21 per share at 9.5% yieldEligible shareholders must have bought the stock before 06 March 2023. Payment date: 21 March 2023. Payout ratio is a comfortable 17% but the company is paying out more than the cash it is generating. Trailing yield: 9.5%. Within top quartile of Malaysian dividend payers (5.1%). In line with average of industry peers (9.3%).
分析記事 • Feb 22MBM Resources Berhad's (KLSE:MBMR) Upcoming Dividend Will Be Larger Than Last Year'sMBM Resources Berhad ( KLSE:MBMR ) has announced that it will be increasing its periodic dividend on the 21st of March...
Price Target Changed • Feb 22Price target increased by 8.6% to RM4.58Up from RM4.21, the current price target is an average from 9 analysts. New target price is 18% above last closing price of RM3.87. Stock is up 25% over the past year. The company is forecast to post earnings per share of RM0.66 for next year compared to RM0.69 last year.
分析記事 • Feb 21Forecast: Analysts Think MBM Resources Berhad's (KLSE:MBMR) Business Prospects Have Improved DrasticallyCelebrations may be in order for MBM Resources Berhad ( KLSE:MBMR ) shareholders, with the analysts delivering a...
Reported Earnings • Feb 21Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: RM0.69 (up from RM0.44 in FY 2021). Revenue: RM2.31b (up 51% from FY 2021). Net income: RM268.6m (up 57% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Feb 01+ 5 more updatesMBM Resources Berhad Announces Redesignation of Encik Aqil Bin Ahmad Azizuddin from Non Independent and Non Executive Director to Non Independent and Non Executive ChairmanMBM Resources Berhad announced the redesignation of Encik Aqil Bin Ahmad Azizuddin, aged 64, from Non Independent and Non Executive Director to Non Independent and Non Executive Chairman. Date of change is January 31, 2023. Qualifications: Degree in Science in Business Economics from Southern Illinois University, Carbondale, IL, USA. Encik Aqil Bin Ahmad Azizuddin is no stranger to the MBM Resources Berhad Group. He built his career in Daihatsu (Malaysia) Sdn Bhd since 1991 where he held various senior level positions including Managing Director between 2000 to 2008. En. Aqil was also previously on the board of MBM Resources Berhad between 2001 to 2017. He has also served on the Boards of several subsidiaries within the group. En. Aqil is also currently the Chairman of Med-Bumikar MARA Sdn Bhd and Daihatsu (Malaysia) Sdn Bhd. He is also a Board Member in Perusahaan Otomobil Kedua Sdn Bhd and Perodua Sales Sdn Bhd.
お知らせ • Jan 27+ 1 more updateMBM Resources Berhad Appoints Dato Zulfikri Bin Osman as Non Independent and Non-Executive DirectorMBM Resources Berhad announced the appointment of Dato Zulfikri Bin Osman, aged 57, as Non Independent and Non-Executive Director. Date of change is January 26, 2023. Qualifications: Masters in Science in Management from Northern University of Malaysia; Degree in Business Administration (Hons) from MARA University of Technology; Diploma in Accountancy from MARA University of Technology. Dato Zulfikri is the Deputy Director General (Entrepreneurship) of Majlis Amanah Rakyat (MARA) and is also a Board Member of Med-Bumikar MARA Sdn Bhd. Apart from that, he also holds various board positions in MARA investee companies including Interim Group Executive Director of Pelaburan MARA Berhad. Dato Zulfikri holds a Masters of Science in management from Universiti Utara Malaysia and has completed Executive Development Programmes at both Harvard Kennedy School and INSEAD Business School.
Reported Earnings • Nov 25Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: RM621.2m (up 169% from 3Q 2021). Net income: RM60.2m (up RM65.5m from 3Q 2021). Profit margin: 9.7% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Retail Distributors industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% 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. 5 experienced directors. 1 highly experienced director. Non Independent Non Executive Director Fay Wong was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 01Upcoming dividend of RM0.16 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 7.8%. Within top quartile of Malaysian dividend payers (4.9%). Higher than average of industry peers (5.8%).
お知らせ • Aug 26+ 1 more updateMbm Resources Berhad Declares First Interim Single Tier Dividend for the Current Financial Year Ending 31 December 2022, Payable on September 30, 2022The Board of MBM Resources Berhad declared a first interim single tier dividend of 6.0 sen per ordinary share amounting to approximately MYR 23,453,259 for the current financial year ending 31 December 2022. Ex-Date is September 8, 2022. Entitlement date is September 9, 2022 and Payment Date is September 30, 2022.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: RM0.17 (vs RM0.043 in 2Q 2021)Second quarter 2022 results: EPS: RM0.17 (up from RM0.043 in 2Q 2021). Revenue: RM557.0m (up 74% from 2Q 2021). Net income: RM66.0m (up 296% from 2Q 2021). Profit margin: 12% (up from 5.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.8%, compared to a 20% growth forecast for the Retail Distributors industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 6% per year.
お知らせ • Aug 11MBM Resources Berhad Appoints Ng Seng Kong as Non Independent and Non Executive Member of Audit CommitteeMBM Resources Berhad announced appointment of Ng Seng Kong as Non Independent and Non Executive Member of Audit Committee. The date of change is August 10, 2022. Age: 68. Gender: Male. Nationality: Malaysia. Composition of Audit Committee (Name and Directorate of members after change): Dato Anwar Bin Haji @ Aji (Chairman) - Senior Independent Non-Executive Director; Datuk (Dr) Aminar Rashid Bin Salleh (Member) - Independent Non-Executive Chairman; and Ng Seng Kong (Member) - Non-Independent Non-Executive Director.
Buying Opportunity • Jun 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be RM3.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 6.0% in the next 2 years.
Upcoming Dividend • Jun 08Upcoming dividend of RM0.06 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Malaysian dividend payers (4.6%). Higher than average of industry peers (4.0%).
分析記事 • Jun 02MBM Resources Berhad's (KLSE:MBMR) Dividend Is Being Reduced To RM0.06MBM Resources Berhad ( KLSE:MBMR ) has announced it will be reducing its dividend payable on the 30th of June to...