View ValuationJHM Consolidation Berhad 将来の成長Future 基準チェック /46JHM Consolidation Berhad利益と収益がそれぞれ年間70%と12.5%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7.4% 69%なると予測されています。主要情報70.0%収益成長率68.97%EPS成長率Electronic 収益成長17.4%収益成長率12.5%将来の株主資本利益率7.43%アナリストカバレッジLow最終更新日28 May 2026今後の成長に関する最新情報Price Target Changed • Jun 27Price target decreased by 16% to RM0.41Down from RM0.49, the current price target is an average from 2 analysts. New target price is 30% above last closing price of RM0.32. Stock is down 52% over the past year. The company is forecast to post earnings per share of RM0.01 next year compared to a net loss per share of RM0.037 last year.Price Target Changed • Aug 29Price target decreased by 16% to RM0.67Down from RM0.80, the current price target is an average from 3 analysts. New target price is 34% above last closing price of RM0.50. Stock is down 38% over the past year. The company posted earnings per share of RM0.024 last year.Major Estimate Revision • Jun 03Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from RM392.6m to RM322.1m. EPS estimate fell from RM0.05 to RM0.01 per share. Net income forecast to grow 36% next year vs 32% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.82 to RM0.80. Share price fell 6.8% to RM0.62 over the past week.Major Estimate Revision • Sep 04Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from RM373.3m to RM368.5m. EPS estimate also fell from RM0.05 per share to RM0.038 per share. Net income forecast to grow 185% next year vs 30% growth forecast for Electronic industry in Malaysia. Consensus price target up from RM0.84 to RM0.87. Share price rose 5.2% to RM0.81 over the past week.Major Estimate Revision • Dec 01Consensus revenue estimates fall by 14%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from RM373.4m to RM320.0m. EPS estimate fell from RM0.06 to RM0.05 per share. Net income forecast to shrink 5.2% next year vs 9.8% growth forecast for Electronic industry in Malaysia . Consensus price target down from RM1.06 to RM0.90. Share price fell 4.0% to RM0.72 over the past week.Price Target Changed • Nov 16Price target decreased to RM1.06Down from RM1.26, the current price target is an average from 2 analysts. New target price is 41% above last closing price of RM0.75. Stock is down 59% over the past year. The company is forecast to post earnings per share of RM0.062 for next year compared to RM0.062 last year.すべての更新を表示Recent updatesReported Earnings • 9hFirst quarter 2026 earnings released: EPS: RM0.005 (vs RM0.003 loss in 1Q 2025)First quarter 2026 results: EPS: RM0.005 (up from RM0.003 loss in 1Q 2025). Revenue: RM100.8m (up 56% from 1Q 2025). Net income: RM3.09m (up RM5.03m from 1Q 2025). Profit margin: 3.1% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • Apr 24JHM Consolidation Berhad, Annual General Meeting, May 26, 2026JHM Consolidation Berhad, Annual General Meeting, May 26, 2026, at 14:30 Singapore Standard Time. Location: marjorie 2, level 11, iconic marjorie hotel, no. 239a, jalan sultan azlan shah, 11900 bayan lepas, penang, MalaysiaReported Earnings • Feb 28Full year 2025 earnings released: RM0.015 loss per share (vs RM0.037 loss in FY 2024)Full year 2025 results: RM0.015 loss per share (improved from RM0.037 loss in FY 2024). Revenue: RM327.0m (up 48% from FY 2024). Net loss: RM9.10m (loss narrowed 60% from FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.分析記事 • Feb 12JHM Consolidation Berhad's (KLSE:JHM) Intrinsic Value Is Potentially 61% Above Its Share PriceKey Insights The projected fair value for JHM Consolidation Berhad is RM0.77 based on 2 Stage Free Cash Flow to Equity...Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: RM0.008 (vs RM0.026 loss in 3Q 2024)Third quarter 2025 results: EPS: RM0.008 (up from RM0.026 loss in 3Q 2024). Revenue: RM82.6m (up 95% from 3Q 2024). Net income: RM4.79m (up RM20.5m from 3Q 2024). Profit margin: 5.8% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.New Risk • Nov 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Market cap is less than US$100m (RM251.5m market cap, or US$60.8m).分析記事 • Nov 12Investors Aren't Entirely Convinced By JHM Consolidation Berhad's (KLSE:JHM) RevenuesWith a median price-to-sales (or "P/S") ratio of close to 0.9x in the Electronic industry in Malaysia, you could be...Reported Earnings • Aug 31Second quarter 2025 earnings released: RM0.02 loss per share (vs RM0.009 loss in 2Q 2024)Second quarter 2025 results: RM0.02 loss per share (further deteriorated from RM0.009 loss in 2Q 2024). Revenue: RM74.6m (up 50% from 2Q 2024). Net loss: RM12.3m (loss widened 132% from 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.Price Target Changed • Jun 27Price target decreased by 16% to RM0.41Down from RM0.49, the current price target is an average from 2 analysts. New target price is 30% above last closing price of RM0.32. Stock is down 52% over the past year. The company is forecast to post earnings per share of RM0.01 next year compared to a net loss per share of RM0.037 last year.分析記事 • Jun 20Is JHM Consolidation Berhad (KLSE:JHM) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...New Risk • Jun 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.0% average weekly change). Market cap is less than US$100m (RM178.8m market cap, or US$42.0m).Reported Earnings • May 30First quarter 2025 earnings released: RM0.003 loss per share (vs RM0.008 loss in 1Q 2024)First quarter 2025 results: RM0.003 loss per share (improved from RM0.008 loss in 1Q 2024). Revenue: RM64.6m (up 33% from 1Q 2024). Net loss: RM1.94m (loss narrowed 59% from 1Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • Apr 28JHM Consolidation Berhad, Annual General Meeting, May 28, 2025JHM Consolidation Berhad, Annual General Meeting, May 28, 2025, at 14:30 Singapore Standard Time. Location: marjorie 2, level 11, iconic marjorie hotel, no. 239a, jalan sultan azlan shah, 11900 bayan lepas, penang, Malaysia分析記事 • Apr 24Revenues Not Telling The Story For JHM Consolidation Berhad (KLSE:JHM)It's not a stretch to say that JHM Consolidation Berhad's ( KLSE:JHM ) price-to-sales (or "P/S") ratio of 1x right now...Reported Earnings • Feb 28Full year 2024 earnings released: RM0.037 loss per share (vs RM0.024 profit in FY 2023)Full year 2024 results: RM0.037 loss per share (down from RM0.024 profit in FY 2023). Revenue: RM221.2m (down 29% from FY 2023). Net loss: RM22.7m (down 257% from profit in FY 2023). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.分析記事 • Feb 27Is JHM Consolidation Berhad (KLSE:JHM) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 06Subdued Growth No Barrier To JHM Consolidation Berhad (KLSE:JHM) With Shares Advancing 26%JHM Consolidation Berhad ( KLSE:JHM ) shareholders would be excited to see that the share price has had a great month...New Risk • Dec 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (RM272.7m market cap, or US$61.6m).分析記事 • Nov 29Need To Know: Analysts Just Made A Substantial Cut To Their JHM Consolidation Berhad (KLSE:JHM) EstimatesToday is shaping up negative for JHM Consolidation Berhad ( KLSE:JHM ) shareholders, with the analysts delivering a...Reported Earnings • Nov 29Third quarter 2024 earnings released: RM0.026 loss per share (vs RM0.009 profit in 3Q 2023)Third quarter 2024 results: RM0.026 loss per share (down from RM0.009 profit in 3Q 2023). Revenue: RM42.4m (down 47% from 3Q 2023). Net loss: RM15.7m (down 391% from profit in 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Oct 29Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to RM0.42. The fair value is estimated to be RM0.54, 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. Meanwhile, the company became loss making.分析記事 • Oct 28Health Check: How Prudently Does JHM Consolidation Berhad (KLSE:JHM) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Aug 30Analyst Forecasts For JHM Consolidation Berhad (KLSE:JHM) Are Surging HigherShareholders in JHM Consolidation Berhad ( KLSE:JHM ) may be thrilled to learn that the analysts have just delivered a...分析記事 • Aug 29At RM0.50, Is JHM Consolidation Berhad (KLSE:JHM) Worth Looking At Closely?JHM Consolidation Berhad ( KLSE:JHM ), is not the largest company out there, but it saw significant share price...Price Target Changed • Aug 29Price target decreased by 16% to RM0.67Down from RM0.80, the current price target is an average from 3 analysts. New target price is 34% above last closing price of RM0.50. Stock is down 38% over the past year. The company posted earnings per share of RM0.024 last year.Reported Earnings • Aug 29Second quarter 2024 earnings released: RM0.009 loss per share (vs RM0.011 profit in 2Q 2023)Second quarter 2024 results: RM0.009 loss per share (down from RM0.011 profit in 2Q 2023). Revenue: RM49.9m (down 48% from 2Q 2023). Net loss: RM5.28m (down 179% from profit in 2Q 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings.分析記事 • Aug 06Earnings Tell The Story For JHM Consolidation Berhad (KLSE:JHM)With a price-to-earnings (or "P/E") ratio of 40x JHM Consolidation Berhad ( KLSE:JHM ) may be sending very bearish...Major Estimate Revision • Jun 03Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from RM392.6m to RM322.1m. EPS estimate fell from RM0.05 to RM0.01 per share. Net income forecast to grow 36% next year vs 32% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.82 to RM0.80. Share price fell 6.8% to RM0.62 over the past week.分析記事 • May 29These Analysts Just Made A Huge Downgrade To Their JHM Consolidation Berhad (KLSE:JHM) EPS ForecastsOne thing we could say about the analysts on JHM Consolidation Berhad ( KLSE:JHM ) - they aren't optimistic, having...Reported Earnings • May 28First quarter 2024 earnings released: RM0.008 loss per share (vs RM0.003 profit in 1Q 2023)First quarter 2024 results: RM0.008 loss per share (down from RM0.003 profit in 1Q 2023). Revenue: RM48.5m (down 46% from 1Q 2023). Net loss: RM4.70m (down 368% from profit in 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.お知らせ • Apr 28JHM Consolidation Berhad, Annual General Meeting, May 27, 2024JHM Consolidation Berhad, Annual General Meeting, May 27, 2024, at 14:30 Singapore Standard Time. Location: Angsana Room,Level 3, Eastin Hotel Penang, 1 Solok Bayan Indah Queensbay, 11900 Bayan Lepas, Penang, Malaysia Malaysia Agenda: To receive the Audited Financial Statements of the Company for the financial year ended 31 December 2023 together with the Reports of the Directors and Auditors thereon; to approve the payment of Directors' fees and Directors' benefits of RM159,000.00 for the financial year ending 31 December 2024; to re-elect Ms. Low Soo Kim who retires in accordance with the Article 95 of the Company's Constitution; to re-elect Mr. Lai Fah Hin who retires in accordance with the Article 95 of the Company's Constitution; to re-appoint Messrs. Grant Thornton Malaysia PLT as Auditors of the Company until the conclusion of the next Annual General Meeting and to authorize the Directors to fix their remuneration.分析記事 • Feb 29JHM Consolidation Berhad (KLSE:JHM) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 29Full year 2023 earnings released: EPS: RM0.024 (vs RM0.039 in FY 2022)Full year 2023 results: EPS: RM0.024 (down from RM0.039 in FY 2022). Revenue: RM310.7m (down 13% from FY 2022). Net income: RM14.5m (down 33% from FY 2022). Profit margin: 4.7% (down from 6.1% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 25Third quarter 2023 earnings released: EPS: RM0.009 (vs RM0.002 in 3Q 2022)Third quarter 2023 results: EPS: RM0.009 (up from RM0.002 in 3Q 2022). Revenue: RM80.1m (up 5.6% from 3Q 2022). Net income: RM5.38m (up 479% from 3Q 2022). Profit margin: 6.7% (up from 1.2% in 3Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Board Change • Nov 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. 2 highly experienced directors. Executive Director & Finance Director Soo Low was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 01JHM Consolidation Berhad Announces Resignation of Lim Khai Teng as Executive DirectorJHM Consolidation Berhad announced resignation of Mr. Lim Khai Teng as Executive Director. Date of change 31 October 2023, Age 50. Reason: pursue personal interest.New Risk • Oct 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM469.7m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (3.1% net profit margin). Shareholders have been diluted in the past year (8.7% increase in shares outstanding). Market cap is less than US$100m (RM469.7m market cap, or US$99.5m).Major Estimate Revision • Sep 04Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from RM373.3m to RM368.5m. EPS estimate also fell from RM0.05 per share to RM0.038 per share. Net income forecast to grow 185% next year vs 30% growth forecast for Electronic industry in Malaysia. Consensus price target up from RM0.84 to RM0.87. Share price rose 5.2% to RM0.81 over the past week.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: RM0.011 (vs RM0.018 in 2Q 2022)Second quarter 2023 results: EPS: RM0.011 (down from RM0.018 in 2Q 2022). Revenue: RM95.4m (up 2.4% from 2Q 2022). Net income: RM6.72m (down 31% from 2Q 2022). Profit margin: 7.0% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.分析記事 • Jul 17These 4 Measures Indicate That JHM Consolidation Berhad (KLSE:JHM) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Jun 02First quarter 2023 earnings released: EPS: RM0.003 (vs RM0.017 in 1Q 2022)First quarter 2023 results: EPS: RM0.003 (down from RM0.017 in 1Q 2022). Revenue: RM90.1m (down 9.9% from 1Q 2022). Net income: RM1.75m (down 82% from 1Q 2022). Profit margin: 1.9% (down from 9.7% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.分析記事 • Mar 06JHM Consolidation Berhad (KLSE:JHM) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Feb 28Full year 2022 earnings released: EPS: RM0.04 (vs RM0.062 in FY 2021)Full year 2022 results: EPS: RM0.04 (down from RM0.062 in FY 2021). Revenue: RM355.8m (up 20% from FY 2021). Net income: RM22.6m (down 34% from FY 2021). Profit margin: 6.3% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.分析記事 • Feb 14Should You Investigate JHM Consolidation Berhad (KLSE:JHM) At RM0.80?While JHM Consolidation Berhad ( KLSE:JHM ) might not be the most widely known stock at the moment, it saw a decent...Reported Earnings • Dec 03Third quarter 2022 earnings released: EPS: RM0.002 (vs RM0.006 in 3Q 2021)Third quarter 2022 results: EPS: RM0.002 (down from RM0.006 in 3Q 2021). Revenue: RM75.8m (up 28% from 3Q 2021). Net income: RM930.0k (down 71% from 3Q 2021). Profit margin: 1.2% (down from 5.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Major Estimate Revision • Dec 01Consensus revenue estimates fall by 14%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from RM373.4m to RM320.0m. EPS estimate fell from RM0.06 to RM0.05 per share. Net income forecast to shrink 5.2% next year vs 9.8% growth forecast for Electronic industry in Malaysia . Consensus price target down from RM1.06 to RM0.90. Share price fell 4.0% to RM0.72 over the past week.Price Target Changed • Nov 16Price target decreased to RM1.06Down from RM1.26, the current price target is an average from 2 analysts. New target price is 41% above last closing price of RM0.75. Stock is down 59% over the past year. The company is forecast to post earnings per share of RM0.062 for next year compared to RM0.062 last year.分析記事 • Nov 09What Does JHM Consolidation Berhad's (KLSE:JHM) Share Price Indicate?JHM Consolidation Berhad ( KLSE:JHM ), might not be a large cap stock, but it saw significant share price movement...分析記事 • Sep 02JHM Consolidation Berhad (KLSE:JHM) Could Be Struggling To Allocate CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Aug 31JHM Consolidation Berhad Announces Resignation of Koh Yew Wah as Executive DirectorJHM Consolidation Berhad announced resignation of Koh Yew Wah as Executive Director. Date of change is 30 august 2022.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: RM0.018 (vs RM0.017 in 2Q 2021)Second quarter 2022 results: EPS: RM0.018 (up from RM0.017 in 2Q 2021). Revenue: RM93.1m (up 35% from 2Q 2021). Net income: RM9.77m (up 4.8% from 2Q 2021). Profit margin: 11% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 21%, compared to a 17% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.Price Target Changed • Aug 27Price target decreased to RM1.26Down from RM1.36, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of RM1.26. Stock is down 40% over the past year. The company is forecast to post earnings per share of RM0.063 for next year compared to RM0.062 last year.お知らせ • Jun 04JHM Consolidation Berhad Announces Resignation of Khor Thean Lee as Executive DirectorJHM Consolidation Berhad announced resignation of Mr. Khor Thean Lee as Executive Director due to personal commitment. Date of change is 03 June 2022.Reported Earnings • May 31First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: RM0.017 (up from RM0.016 in 1Q 2021). Revenue: RM100.0m (up 37% from 1Q 2021). Net income: RM9.66m (up 7.2% from 1Q 2021). Profit margin: 9.7% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 49%. Over the next year, revenue is forecast to grow 21%, compared to a 16% growth forecast for the 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 5% per year, which means it is well ahead of earnings.Price Target Changed • Apr 27Price target decreased to RM1.95Down from RM2.17, the current price target is an average from 3 analysts. New target price is 64% above last closing price of RM1.19. Stock is down 40% over the past year. The company is forecast to post earnings per share of RM0.069 for next year compared to RM0.062 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent & Non Executive Director Cheng Kwang Khor was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 21% share price gain to RM1.39, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in Malaysia. Total returns to shareholders of 10% over the past three years.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to RM1.20, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electronic industry in Malaysia. Total returns to shareholders of 8.3% over the past three years.Price Target Changed • Feb 27Price target decreased to RM1.95Down from RM2.17, the current price target is an average from 3 analysts. New target price is 31% above last closing price of RM1.49. Stock is down 36% over the past year. The company is forecast to post earnings per share of RM0.076 for next year compared to RM0.062 last year.Major Estimate Revision • Feb 26Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from RM0.04 to RM0.05. Revenue forecast unchanged at RM280.1m. Net income forecast to grow 25% next year vs 14% growth forecast for Electronic industry in Malaysia. Consensus price target of RM2.03 unchanged from last update. Share price was steady at RM1.49 over the past week.分析記事 • Jan 14JHM Consolidation Berhad (KLSE:JHM) Will Want To Turn Around Its Return TrendsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Major Estimate Revision • Dec 03Consensus EPS estimates fall to RM0.042The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from RM289.5m to RM280.1m. EPS estimate also fell from RM0.059 to RM0.042. Net income forecast to grow 34% next year vs 15% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM2.17 to RM2.11. Share price rose 3.0% to RM1.72 over the past week.Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2021 results: EPS: RM0.006 (down from RM0.01 in 3Q 2020). Revenue: RM59.2m (down 24% from 3Q 2020). Net income: RM3.25m (down 39% from 3Q 2020). Profit margin: 5.5% (down from 6.8% in 3Q 2020). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 27%, compared to a 17% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Sep 23Second quarter 2021 earnings released: EPS RM0.017 (vs RM0.005 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: RM69.3m (up 44% from 2Q 2020). Net income: RM9.32m (up 240% from 2Q 2020). Profit margin: 14% (up from 5.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.分析記事 • Aug 03Is JHM Consolidation Berhad (KLSE:JHM) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Jun 24First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: RM72.9m (up 50% from 1Q 2020). Net income: RM9.01m (up 70% from 1Q 2020). Profit margin: 12% (up from 11% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Price Target Changed • Jun 24Price target decreased to RM2.27Down from RM2.50, the current price target is an average from 3 analysts. New target price is 26% above last closing price of RM1.81. Stock is up 36% over the past year.分析記事 • May 04We Think JHM Consolidation Berhad (KLSE:JHM) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 16Be Wary Of JHM Consolidation Berhad (KLSE:JHM) And Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Executive Departure • Apr 08Company Secretary has left the companyOn the 31st of March, Li Foo's tenure in the role of Company Secretary ended. We don't have any record of a personal shareholding under Li's name. Li is the only executive to leave the company over the last 12 months.分析記事 • Mar 14An Intrinsic Calculation For JHM Consolidation Berhad (KLSE:JHM) Suggests It's 38% UndervaluedIn this article we are going to estimate the intrinsic value of JHM Consolidation Berhad ( KLSE:JHM ) by taking the...Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to RM1.91, the stock is trading at a trailing P/E ratio of 49.8x, down from the previous P/E ratio of 61.3x. This compares to an average P/E of 36x in the Electronic industry in Malaysia. Total returns to shareholders over the past three years are 48%.Major Estimate Revision • Mar 06Analysts update estimatesThe 2021 consensus revenue estimate increased from RM340.1m to RM390.9m. Earning per share (EPS) estimate was unchanged from the last update at RM0.087. The Electronic industry in Malaysia is expected to see an average net income growth of 54% next year. The consensus price target of RM2.50 was unchanged from the last update. Share price is down by 10% to RM2.08 over the past week.分析記事 • Feb 27New Forecasts: Here's What Analysts Think The Future Holds For JHM Consolidation Berhad (KLSE:JHM)JHM Consolidation Berhad ( KLSE:JHM ) shareholders will have a reason to smile today, with the analysts making...Reported Earnings • Feb 27Full year 2020 earnings released: EPS RM0.038 (vs RM0.055 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: RM251.0m (down 2.3% from FY 2019). Net income: RM21.4m (down 30% from FY 2019). Profit margin: 8.5% (down from 12% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Feb 26JHM Consolidation Berhad Appoints Miss Low Soo Kim as Executive DirectorJHM Consolidation Berhad appointed Miss Low Soo Kim as Executive Director, 26 February 2021.分析記事 • Feb 14Are Strong Financial Prospects The Force That Is Driving The Momentum In JHM Consolidation Berhad's KLSE:JHM) Stock?JHM Consolidation Berhad (KLSE:JHM) has had a great run on the share market with its stock up by a significant 31% over...分析記事 • Jan 27JHM Consolidation Berhad (KLSE:JHM) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Jan 21Price target raised to RM2.31Up from RM1.91, the current price target is an average from 3 analysts. The new target price is close to the current share price of RM2.26. As of last close, the stock is up 40% over the past year.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to RM2.24, the stock is trading at a trailing P/E ratio of 59.2x, up from the previous P/E ratio of 50.3x. This compares to an average P/E of 33x in the Electronic industry in Malaysia. Total returns to shareholders over the past three years are 47%.Is New 90 Day High Low • Jan 20New 90-day high: RM2.24The company is up 22% from its price of RM1.83 on 22 October 2020. The Malaysian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM0.35 per share.分析記事 • Jan 09Should You Be Impressed By JHM Consolidation Berhad's (KLSE:JHM) Returns on Capital?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Dec 22What Percentage Of JHM Consolidation Berhad (KLSE:JHM) Shares Do Insiders Own?Every investor in JHM Consolidation Berhad ( KLSE:JHM ) should be aware of the most powerful shareholder groups...分析記事 • Dec 04Should You Think About Buying JHM Consolidation Berhad (KLSE:JHM) Now?While JHM Consolidation Berhad ( KLSE:JHM ) might not be the most widely known stock at the moment, it saw a...Major Estimate Revision • Dec 03Analysts lower EPS estimates to RM0.049The 2020 consensus revenue estimate was lowered from RM256.7m to RM242.3m. Earning per share (EPS) estimate was also lowered from RM0.054 to RM0.049 for the same period. Net income is expected to grow by 96% next year compared to 63% growth forecast for the Electronic industry in Malaysia. The consensus price target was lowered from RM1.93 to RM1.91. Share price is up 2.7% to RM1.93 over the past week.Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS RM0.01The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: RM78.1m (up 22% from 3Q 2019). Net income: RM5.32m (down 26% from 3Q 2019). Profit margin: 6.8% (down from 11% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Nov 09New 90-day high: RM1.94The company is up 24% from its price of RM1.57 on 11 August 2020. The Malaysian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM0.25 per share.業績と収益の成長予測KLSE:JHM - 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12/31/202847731222212/31/202741122-1413212/31/202634613-30-823/31/2026349-4-322N/A12/31/2025313-9-461N/A9/30/2025302-6-1324N/A6/30/2025262-27-282N/A3/31/2025237-20-255N/A12/31/2024221-231531N/A9/30/2024186-253227N/A6/30/2024224-45446N/A3/31/202426985957N/A12/31/2023311145155N/A9/30/2023352153345N/A6/30/2023348113653N/A3/31/202334614-221N/A12/31/202235622-250N/A9/30/202236433-354N/A6/30/202234735-63-15N/A3/31/202232335-370N/A12/31/202129734-727N/A9/30/202127830-194N/A6/30/2021297321336N/A3/31/202127625529N/A12/31/202025121-813N/A9/30/202024521538N/A6/30/2020231231423N/A3/31/202024527633N/A12/31/201925730N/A26N/A9/30/201926134N/A42N/A6/30/201926837N/A32N/A3/31/201926938N/A29N/A12/31/201826536N/A26N/A9/30/201824730N/A18N/A6/30/201823728N/A22N/A3/31/201823728N/A15N/A12/31/201724630N/A17N/A9/30/201724631N/A7N/A6/30/201723029N/A3N/A3/31/201721325N/A4N/A12/31/201619420N/A1N/A9/30/201617815N/A-7N/A6/30/201616710N/A3N/A3/31/20161527N/A8N/A12/31/20151316N/A6N/A9/30/20151125N/A4N/A6/30/2015932N/A4N/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: JHMは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.8% ) よりも高い成長率であると考えられます。収益対市場: JHM今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: JHM今後 3 年以内に収益を上げることが予想されます。収益対市場: JHMの収益 ( 12.5% ) MY市場 ( 6.6% ) よりも速いペースで成長すると予測されています。高い収益成長: JHMの収益 ( 12.5% ) 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: JHM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 ( 7.4 %)。成長企業の発掘7D1Y7D1Y7D1YTech 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2026/05/28 16:17終値2026/05/28 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JHM Consolidation Berhad 2 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。4 アナリスト機関null nullMercury Securities Sdn. BhdHeng Siong KongNomura Securities Co. Ltd.Heng Siong KongRHB Investment Bank1 その他のアナリストを表示
Price Target Changed • Jun 27Price target decreased by 16% to RM0.41Down from RM0.49, the current price target is an average from 2 analysts. New target price is 30% above last closing price of RM0.32. Stock is down 52% over the past year. The company is forecast to post earnings per share of RM0.01 next year compared to a net loss per share of RM0.037 last year.
Price Target Changed • Aug 29Price target decreased by 16% to RM0.67Down from RM0.80, the current price target is an average from 3 analysts. New target price is 34% above last closing price of RM0.50. Stock is down 38% over the past year. The company posted earnings per share of RM0.024 last year.
Major Estimate Revision • Jun 03Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from RM392.6m to RM322.1m. EPS estimate fell from RM0.05 to RM0.01 per share. Net income forecast to grow 36% next year vs 32% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.82 to RM0.80. Share price fell 6.8% to RM0.62 over the past week.
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from RM373.3m to RM368.5m. EPS estimate also fell from RM0.05 per share to RM0.038 per share. Net income forecast to grow 185% next year vs 30% growth forecast for Electronic industry in Malaysia. Consensus price target up from RM0.84 to RM0.87. Share price rose 5.2% to RM0.81 over the past week.
Major Estimate Revision • Dec 01Consensus revenue estimates fall by 14%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from RM373.4m to RM320.0m. EPS estimate fell from RM0.06 to RM0.05 per share. Net income forecast to shrink 5.2% next year vs 9.8% growth forecast for Electronic industry in Malaysia . Consensus price target down from RM1.06 to RM0.90. Share price fell 4.0% to RM0.72 over the past week.
Price Target Changed • Nov 16Price target decreased to RM1.06Down from RM1.26, the current price target is an average from 2 analysts. New target price is 41% above last closing price of RM0.75. Stock is down 59% over the past year. The company is forecast to post earnings per share of RM0.062 for next year compared to RM0.062 last year.
Reported Earnings • 9hFirst quarter 2026 earnings released: EPS: RM0.005 (vs RM0.003 loss in 1Q 2025)First quarter 2026 results: EPS: RM0.005 (up from RM0.003 loss in 1Q 2025). Revenue: RM100.8m (up 56% from 1Q 2025). Net income: RM3.09m (up RM5.03m from 1Q 2025). Profit margin: 3.1% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 24JHM Consolidation Berhad, Annual General Meeting, May 26, 2026JHM Consolidation Berhad, Annual General Meeting, May 26, 2026, at 14:30 Singapore Standard Time. Location: marjorie 2, level 11, iconic marjorie hotel, no. 239a, jalan sultan azlan shah, 11900 bayan lepas, penang, Malaysia
Reported Earnings • Feb 28Full year 2025 earnings released: RM0.015 loss per share (vs RM0.037 loss in FY 2024)Full year 2025 results: RM0.015 loss per share (improved from RM0.037 loss in FY 2024). Revenue: RM327.0m (up 48% from FY 2024). Net loss: RM9.10m (loss narrowed 60% from FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 12JHM Consolidation Berhad's (KLSE:JHM) Intrinsic Value Is Potentially 61% Above Its Share PriceKey Insights The projected fair value for JHM Consolidation Berhad is RM0.77 based on 2 Stage Free Cash Flow to Equity...
Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: RM0.008 (vs RM0.026 loss in 3Q 2024)Third quarter 2025 results: EPS: RM0.008 (up from RM0.026 loss in 3Q 2024). Revenue: RM82.6m (up 95% from 3Q 2024). Net income: RM4.79m (up RM20.5m from 3Q 2024). Profit margin: 5.8% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
New Risk • Nov 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Market cap is less than US$100m (RM251.5m market cap, or US$60.8m).
分析記事 • Nov 12Investors Aren't Entirely Convinced By JHM Consolidation Berhad's (KLSE:JHM) RevenuesWith a median price-to-sales (or "P/S") ratio of close to 0.9x in the Electronic industry in Malaysia, you could be...
Reported Earnings • Aug 31Second quarter 2025 earnings released: RM0.02 loss per share (vs RM0.009 loss in 2Q 2024)Second quarter 2025 results: RM0.02 loss per share (further deteriorated from RM0.009 loss in 2Q 2024). Revenue: RM74.6m (up 50% from 2Q 2024). Net loss: RM12.3m (loss widened 132% from 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
Price Target Changed • Jun 27Price target decreased by 16% to RM0.41Down from RM0.49, the current price target is an average from 2 analysts. New target price is 30% above last closing price of RM0.32. Stock is down 52% over the past year. The company is forecast to post earnings per share of RM0.01 next year compared to a net loss per share of RM0.037 last year.
分析記事 • Jun 20Is JHM Consolidation Berhad (KLSE:JHM) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
New Risk • Jun 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.0% average weekly change). Market cap is less than US$100m (RM178.8m market cap, or US$42.0m).
Reported Earnings • May 30First quarter 2025 earnings released: RM0.003 loss per share (vs RM0.008 loss in 1Q 2024)First quarter 2025 results: RM0.003 loss per share (improved from RM0.008 loss in 1Q 2024). Revenue: RM64.6m (up 33% from 1Q 2024). Net loss: RM1.94m (loss narrowed 59% from 1Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 28JHM Consolidation Berhad, Annual General Meeting, May 28, 2025JHM Consolidation Berhad, Annual General Meeting, May 28, 2025, at 14:30 Singapore Standard Time. Location: marjorie 2, level 11, iconic marjorie hotel, no. 239a, jalan sultan azlan shah, 11900 bayan lepas, penang, Malaysia
分析記事 • Apr 24Revenues Not Telling The Story For JHM Consolidation Berhad (KLSE:JHM)It's not a stretch to say that JHM Consolidation Berhad's ( KLSE:JHM ) price-to-sales (or "P/S") ratio of 1x right now...
Reported Earnings • Feb 28Full year 2024 earnings released: RM0.037 loss per share (vs RM0.024 profit in FY 2023)Full year 2024 results: RM0.037 loss per share (down from RM0.024 profit in FY 2023). Revenue: RM221.2m (down 29% from FY 2023). Net loss: RM22.7m (down 257% from profit in FY 2023). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 27Is JHM Consolidation Berhad (KLSE:JHM) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jan 06Subdued Growth No Barrier To JHM Consolidation Berhad (KLSE:JHM) With Shares Advancing 26%JHM Consolidation Berhad ( KLSE:JHM ) shareholders would be excited to see that the share price has had a great month...
New Risk • Dec 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (RM272.7m market cap, or US$61.6m).
分析記事 • Nov 29Need To Know: Analysts Just Made A Substantial Cut To Their JHM Consolidation Berhad (KLSE:JHM) EstimatesToday is shaping up negative for JHM Consolidation Berhad ( KLSE:JHM ) shareholders, with the analysts delivering a...
Reported Earnings • Nov 29Third quarter 2024 earnings released: RM0.026 loss per share (vs RM0.009 profit in 3Q 2023)Third quarter 2024 results: RM0.026 loss per share (down from RM0.009 profit in 3Q 2023). Revenue: RM42.4m (down 47% from 3Q 2023). Net loss: RM15.7m (down 391% from profit in 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Oct 29Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to RM0.42. The fair value is estimated to be RM0.54, 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. Meanwhile, the company became loss making.
分析記事 • Oct 28Health Check: How Prudently Does JHM Consolidation Berhad (KLSE:JHM) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Aug 30Analyst Forecasts For JHM Consolidation Berhad (KLSE:JHM) Are Surging HigherShareholders in JHM Consolidation Berhad ( KLSE:JHM ) may be thrilled to learn that the analysts have just delivered a...
分析記事 • Aug 29At RM0.50, Is JHM Consolidation Berhad (KLSE:JHM) Worth Looking At Closely?JHM Consolidation Berhad ( KLSE:JHM ), is not the largest company out there, but it saw significant share price...
Price Target Changed • Aug 29Price target decreased by 16% to RM0.67Down from RM0.80, the current price target is an average from 3 analysts. New target price is 34% above last closing price of RM0.50. Stock is down 38% over the past year. The company posted earnings per share of RM0.024 last year.
Reported Earnings • Aug 29Second quarter 2024 earnings released: RM0.009 loss per share (vs RM0.011 profit in 2Q 2023)Second quarter 2024 results: RM0.009 loss per share (down from RM0.011 profit in 2Q 2023). Revenue: RM49.9m (down 48% from 2Q 2023). Net loss: RM5.28m (down 179% from profit in 2Q 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 06Earnings Tell The Story For JHM Consolidation Berhad (KLSE:JHM)With a price-to-earnings (or "P/E") ratio of 40x JHM Consolidation Berhad ( KLSE:JHM ) may be sending very bearish...
Major Estimate Revision • Jun 03Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from RM392.6m to RM322.1m. EPS estimate fell from RM0.05 to RM0.01 per share. Net income forecast to grow 36% next year vs 32% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.82 to RM0.80. Share price fell 6.8% to RM0.62 over the past week.
分析記事 • May 29These Analysts Just Made A Huge Downgrade To Their JHM Consolidation Berhad (KLSE:JHM) EPS ForecastsOne thing we could say about the analysts on JHM Consolidation Berhad ( KLSE:JHM ) - they aren't optimistic, having...
Reported Earnings • May 28First quarter 2024 earnings released: RM0.008 loss per share (vs RM0.003 profit in 1Q 2023)First quarter 2024 results: RM0.008 loss per share (down from RM0.003 profit in 1Q 2023). Revenue: RM48.5m (down 46% from 1Q 2023). Net loss: RM4.70m (down 368% from profit in 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 28JHM Consolidation Berhad, Annual General Meeting, May 27, 2024JHM Consolidation Berhad, Annual General Meeting, May 27, 2024, at 14:30 Singapore Standard Time. Location: Angsana Room,Level 3, Eastin Hotel Penang, 1 Solok Bayan Indah Queensbay, 11900 Bayan Lepas, Penang, Malaysia Malaysia Agenda: To receive the Audited Financial Statements of the Company for the financial year ended 31 December 2023 together with the Reports of the Directors and Auditors thereon; to approve the payment of Directors' fees and Directors' benefits of RM159,000.00 for the financial year ending 31 December 2024; to re-elect Ms. Low Soo Kim who retires in accordance with the Article 95 of the Company's Constitution; to re-elect Mr. Lai Fah Hin who retires in accordance with the Article 95 of the Company's Constitution; to re-appoint Messrs. Grant Thornton Malaysia PLT as Auditors of the Company until the conclusion of the next Annual General Meeting and to authorize the Directors to fix their remuneration.
分析記事 • Feb 29JHM Consolidation Berhad (KLSE:JHM) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: RM0.024 (vs RM0.039 in FY 2022)Full year 2023 results: EPS: RM0.024 (down from RM0.039 in FY 2022). Revenue: RM310.7m (down 13% from FY 2022). Net income: RM14.5m (down 33% from FY 2022). Profit margin: 4.7% (down from 6.1% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 25Third quarter 2023 earnings released: EPS: RM0.009 (vs RM0.002 in 3Q 2022)Third quarter 2023 results: EPS: RM0.009 (up from RM0.002 in 3Q 2022). Revenue: RM80.1m (up 5.6% from 3Q 2022). Net income: RM5.38m (up 479% from 3Q 2022). Profit margin: 6.7% (up from 1.2% in 3Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Board Change • Nov 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. 2 highly experienced directors. Executive Director & Finance Director Soo Low was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 01JHM Consolidation Berhad Announces Resignation of Lim Khai Teng as Executive DirectorJHM Consolidation Berhad announced resignation of Mr. Lim Khai Teng as Executive Director. Date of change 31 October 2023, Age 50. Reason: pursue personal interest.
New Risk • Oct 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM469.7m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (3.1% net profit margin). Shareholders have been diluted in the past year (8.7% increase in shares outstanding). Market cap is less than US$100m (RM469.7m market cap, or US$99.5m).
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from RM373.3m to RM368.5m. EPS estimate also fell from RM0.05 per share to RM0.038 per share. Net income forecast to grow 185% next year vs 30% growth forecast for Electronic industry in Malaysia. Consensus price target up from RM0.84 to RM0.87. Share price rose 5.2% to RM0.81 over the past week.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: RM0.011 (vs RM0.018 in 2Q 2022)Second quarter 2023 results: EPS: RM0.011 (down from RM0.018 in 2Q 2022). Revenue: RM95.4m (up 2.4% from 2Q 2022). Net income: RM6.72m (down 31% from 2Q 2022). Profit margin: 7.0% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
分析記事 • Jul 17These 4 Measures Indicate That JHM Consolidation Berhad (KLSE:JHM) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Jun 02First quarter 2023 earnings released: EPS: RM0.003 (vs RM0.017 in 1Q 2022)First quarter 2023 results: EPS: RM0.003 (down from RM0.017 in 1Q 2022). Revenue: RM90.1m (down 9.9% from 1Q 2022). Net income: RM1.75m (down 82% from 1Q 2022). Profit margin: 1.9% (down from 9.7% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
分析記事 • Mar 06JHM Consolidation Berhad (KLSE:JHM) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Feb 28Full year 2022 earnings released: EPS: RM0.04 (vs RM0.062 in FY 2021)Full year 2022 results: EPS: RM0.04 (down from RM0.062 in FY 2021). Revenue: RM355.8m (up 20% from FY 2021). Net income: RM22.6m (down 34% from FY 2021). Profit margin: 6.3% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
分析記事 • Feb 14Should You Investigate JHM Consolidation Berhad (KLSE:JHM) At RM0.80?While JHM Consolidation Berhad ( KLSE:JHM ) might not be the most widely known stock at the moment, it saw a decent...
Reported Earnings • Dec 03Third quarter 2022 earnings released: EPS: RM0.002 (vs RM0.006 in 3Q 2021)Third quarter 2022 results: EPS: RM0.002 (down from RM0.006 in 3Q 2021). Revenue: RM75.8m (up 28% from 3Q 2021). Net income: RM930.0k (down 71% from 3Q 2021). Profit margin: 1.2% (down from 5.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Dec 01Consensus revenue estimates fall by 14%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from RM373.4m to RM320.0m. EPS estimate fell from RM0.06 to RM0.05 per share. Net income forecast to shrink 5.2% next year vs 9.8% growth forecast for Electronic industry in Malaysia . Consensus price target down from RM1.06 to RM0.90. Share price fell 4.0% to RM0.72 over the past week.
Price Target Changed • Nov 16Price target decreased to RM1.06Down from RM1.26, the current price target is an average from 2 analysts. New target price is 41% above last closing price of RM0.75. Stock is down 59% over the past year. The company is forecast to post earnings per share of RM0.062 for next year compared to RM0.062 last year.
分析記事 • Nov 09What Does JHM Consolidation Berhad's (KLSE:JHM) Share Price Indicate?JHM Consolidation Berhad ( KLSE:JHM ), might not be a large cap stock, but it saw significant share price movement...
分析記事 • Sep 02JHM Consolidation Berhad (KLSE:JHM) Could Be Struggling To Allocate CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Aug 31JHM Consolidation Berhad Announces Resignation of Koh Yew Wah as Executive DirectorJHM Consolidation Berhad announced resignation of Koh Yew Wah as Executive Director. Date of change is 30 august 2022.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: RM0.018 (vs RM0.017 in 2Q 2021)Second quarter 2022 results: EPS: RM0.018 (up from RM0.017 in 2Q 2021). Revenue: RM93.1m (up 35% from 2Q 2021). Net income: RM9.77m (up 4.8% from 2Q 2021). Profit margin: 11% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 21%, compared to a 17% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
Price Target Changed • Aug 27Price target decreased to RM1.26Down from RM1.36, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of RM1.26. Stock is down 40% over the past year. The company is forecast to post earnings per share of RM0.063 for next year compared to RM0.062 last year.
お知らせ • Jun 04JHM Consolidation Berhad Announces Resignation of Khor Thean Lee as Executive DirectorJHM Consolidation Berhad announced resignation of Mr. Khor Thean Lee as Executive Director due to personal commitment. Date of change is 03 June 2022.
Reported Earnings • May 31First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: RM0.017 (up from RM0.016 in 1Q 2021). Revenue: RM100.0m (up 37% from 1Q 2021). Net income: RM9.66m (up 7.2% from 1Q 2021). Profit margin: 9.7% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 49%. Over the next year, revenue is forecast to grow 21%, compared to a 16% growth forecast for the 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 5% per year, which means it is well ahead of earnings.
Price Target Changed • Apr 27Price target decreased to RM1.95Down from RM2.17, the current price target is an average from 3 analysts. New target price is 64% above last closing price of RM1.19. Stock is down 40% over the past year. The company is forecast to post earnings per share of RM0.069 for next year compared to RM0.062 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent & Non Executive Director Cheng Kwang Khor was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 21% share price gain to RM1.39, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in Malaysia. Total returns to shareholders of 10% over the past three years.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to RM1.20, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electronic industry in Malaysia. Total returns to shareholders of 8.3% over the past three years.
Price Target Changed • Feb 27Price target decreased to RM1.95Down from RM2.17, the current price target is an average from 3 analysts. New target price is 31% above last closing price of RM1.49. Stock is down 36% over the past year. The company is forecast to post earnings per share of RM0.076 for next year compared to RM0.062 last year.
Major Estimate Revision • Feb 26Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from RM0.04 to RM0.05. Revenue forecast unchanged at RM280.1m. Net income forecast to grow 25% next year vs 14% growth forecast for Electronic industry in Malaysia. Consensus price target of RM2.03 unchanged from last update. Share price was steady at RM1.49 over the past week.
分析記事 • Jan 14JHM Consolidation Berhad (KLSE:JHM) Will Want To Turn Around Its Return TrendsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Major Estimate Revision • Dec 03Consensus EPS estimates fall to RM0.042The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from RM289.5m to RM280.1m. EPS estimate also fell from RM0.059 to RM0.042. Net income forecast to grow 34% next year vs 15% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM2.17 to RM2.11. Share price rose 3.0% to RM1.72 over the past week.
Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2021 results: EPS: RM0.006 (down from RM0.01 in 3Q 2020). Revenue: RM59.2m (down 24% from 3Q 2020). Net income: RM3.25m (down 39% from 3Q 2020). Profit margin: 5.5% (down from 6.8% in 3Q 2020). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 27%, compared to a 17% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 23Second quarter 2021 earnings released: EPS RM0.017 (vs RM0.005 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: RM69.3m (up 44% from 2Q 2020). Net income: RM9.32m (up 240% from 2Q 2020). Profit margin: 14% (up from 5.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
分析記事 • Aug 03Is JHM Consolidation Berhad (KLSE:JHM) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Jun 24First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: RM72.9m (up 50% from 1Q 2020). Net income: RM9.01m (up 70% from 1Q 2020). Profit margin: 12% (up from 11% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Price Target Changed • Jun 24Price target decreased to RM2.27Down from RM2.50, the current price target is an average from 3 analysts. New target price is 26% above last closing price of RM1.81. Stock is up 36% over the past year.
分析記事 • May 04We Think JHM Consolidation Berhad (KLSE:JHM) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Apr 16Be Wary Of JHM Consolidation Berhad (KLSE:JHM) And Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Executive Departure • Apr 08Company Secretary has left the companyOn the 31st of March, Li Foo's tenure in the role of Company Secretary ended. We don't have any record of a personal shareholding under Li's name. Li is the only executive to leave the company over the last 12 months.
分析記事 • Mar 14An Intrinsic Calculation For JHM Consolidation Berhad (KLSE:JHM) Suggests It's 38% UndervaluedIn this article we are going to estimate the intrinsic value of JHM Consolidation Berhad ( KLSE:JHM ) by taking the...
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to RM1.91, the stock is trading at a trailing P/E ratio of 49.8x, down from the previous P/E ratio of 61.3x. This compares to an average P/E of 36x in the Electronic industry in Malaysia. Total returns to shareholders over the past three years are 48%.
Major Estimate Revision • Mar 06Analysts update estimatesThe 2021 consensus revenue estimate increased from RM340.1m to RM390.9m. Earning per share (EPS) estimate was unchanged from the last update at RM0.087. The Electronic industry in Malaysia is expected to see an average net income growth of 54% next year. The consensus price target of RM2.50 was unchanged from the last update. Share price is down by 10% to RM2.08 over the past week.
分析記事 • Feb 27New Forecasts: Here's What Analysts Think The Future Holds For JHM Consolidation Berhad (KLSE:JHM)JHM Consolidation Berhad ( KLSE:JHM ) shareholders will have a reason to smile today, with the analysts making...
Reported Earnings • Feb 27Full year 2020 earnings released: EPS RM0.038 (vs RM0.055 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: RM251.0m (down 2.3% from FY 2019). Net income: RM21.4m (down 30% from FY 2019). Profit margin: 8.5% (down from 12% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Feb 26JHM Consolidation Berhad Appoints Miss Low Soo Kim as Executive DirectorJHM Consolidation Berhad appointed Miss Low Soo Kim as Executive Director, 26 February 2021.
分析記事 • Feb 14Are Strong Financial Prospects The Force That Is Driving The Momentum In JHM Consolidation Berhad's KLSE:JHM) Stock?JHM Consolidation Berhad (KLSE:JHM) has had a great run on the share market with its stock up by a significant 31% over...
分析記事 • Jan 27JHM Consolidation Berhad (KLSE:JHM) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Jan 21Price target raised to RM2.31Up from RM1.91, the current price target is an average from 3 analysts. The new target price is close to the current share price of RM2.26. As of last close, the stock is up 40% over the past year.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to RM2.24, the stock is trading at a trailing P/E ratio of 59.2x, up from the previous P/E ratio of 50.3x. This compares to an average P/E of 33x in the Electronic industry in Malaysia. Total returns to shareholders over the past three years are 47%.
Is New 90 Day High Low • Jan 20New 90-day high: RM2.24The company is up 22% from its price of RM1.83 on 22 October 2020. The Malaysian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM0.35 per share.
分析記事 • Jan 09Should You Be Impressed By JHM Consolidation Berhad's (KLSE:JHM) Returns on Capital?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Dec 22What Percentage Of JHM Consolidation Berhad (KLSE:JHM) Shares Do Insiders Own?Every investor in JHM Consolidation Berhad ( KLSE:JHM ) should be aware of the most powerful shareholder groups...
分析記事 • Dec 04Should You Think About Buying JHM Consolidation Berhad (KLSE:JHM) Now?While JHM Consolidation Berhad ( KLSE:JHM ) might not be the most widely known stock at the moment, it saw a...
Major Estimate Revision • Dec 03Analysts lower EPS estimates to RM0.049The 2020 consensus revenue estimate was lowered from RM256.7m to RM242.3m. Earning per share (EPS) estimate was also lowered from RM0.054 to RM0.049 for the same period. Net income is expected to grow by 96% next year compared to 63% growth forecast for the Electronic industry in Malaysia. The consensus price target was lowered from RM1.93 to RM1.91. Share price is up 2.7% to RM1.93 over the past week.
Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS RM0.01The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: RM78.1m (up 22% from 3Q 2019). Net income: RM5.32m (down 26% from 3Q 2019). Profit margin: 6.8% (down from 11% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Nov 09New 90-day high: RM1.94The company is up 24% from its price of RM1.57 on 11 August 2020. The Malaysian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM0.25 per share.