View ValuationSKP Resources Bhd 将来の成長Future 基準チェック /36SKP Resources Bhd利益と収益がそれぞれ年間29%と6.5%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8.4% 28.5%なると予測されています。主要情報29.0%収益成長率28.54%EPS成長率Electronic 収益成長20.3%収益成長率6.5%将来の株主資本利益率8.38%アナリストカバレッジGood最終更新日12 Jun 2026今後の成長に関する最新情報Major Estimate Revision • Jun 05Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from RM1.92b to RM1.66b. EPS estimate fell from RM0.047 to RM0.025 per share. Net income forecast to grow 18% next year vs 13% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.54 to RM0.38. Share price was steady at RM0.35 over the past week.Price Target Changed • Jun 03Price target decreased by 30% to RM0.38Down from RM0.54, the current price target is an average from 7 analysts. New target price is 8.2% above last closing price of RM0.35. Stock is down 65% over the past year. The company is forecast to post earnings per share of RM0.023 for next year compared to RM0.021 last year.Major Estimate Revision • Feb 13Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.10b to RM1.92b. EPS estimate also fell from RM0.07 per share to RM0.057 per share. Net income forecast to shrink 28% next year vs 22% growth forecast for Electronic industry in Malaysia . Consensus price target down from RM1.00 to RM0.68. Share price fell 16% to RM0.51 over the past week.Major Estimate Revision • Dec 01Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.32b to RM2.13b. EPS estimate also fell from RM0.082 per share to RM0.072 per share. Net income forecast to grow 12% next year vs 20% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM1.21 to RM1.05. Share price fell 9.2% to RM0.59 over the past week.Price Target Changed • Sep 04Price target decreased by 8.7% to RM1.21Down from RM1.33, the current price target is an average from 7 analysts. New target price is 33% above last closing price of RM0.92. Stock is down 17% over the past year. The company is forecast to post earnings per share of RM0.082 for next year compared to RM0.075 last year.Price Target Changed • Jun 04Price target increased by 24% to RM1.18Up from RM0.95, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of RM1.14. Stock is up 14% over the past year. The company is forecast to post earnings per share of RM0.074 for next year compared to RM0.062 last year.すべての更新を表示Recent updates分析記事 • Jun 05We Think You Can Look Beyond SKP Resources Bhd's (KLSE:SKPRES) Lackluster EarningsSKP Resources Bhd's ( KLSE:SKPRES ) stock was strong despite it releasing a soft earnings report last week. We think...Major Estimate Revision • Jun 05Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from RM1.92b to RM1.66b. EPS estimate fell from RM0.047 to RM0.025 per share. Net income forecast to grow 18% next year vs 13% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.54 to RM0.38. Share price was steady at RM0.35 over the past week.分析記事 • Jun 03News Flash: 7 Analysts Think SKP Resources Bhd (KLSE:SKPRES) Earnings Are Under ThreatToday is shaping up negative for SKP Resources Bhd ( KLSE:SKPRES ) shareholders, with the analysts delivering a...Price Target Changed • Jun 03Price target decreased by 30% to RM0.38Down from RM0.54, the current price target is an average from 7 analysts. New target price is 8.2% above last closing price of RM0.35. Stock is down 65% over the past year. The company is forecast to post earnings per share of RM0.023 for next year compared to RM0.021 last year.Reported Earnings • May 31Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: RM0.022 (down from RM0.075 in FY 2025). Revenue: RM1.81b (down 18% from FY 2025). Net income: RM33.6m (down 71% from FY 2025). Profit margin: 1.9% (down from 5.3% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 60%. Revenue is forecast to grow 9.5% 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 fallen by 13% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.New Risk • Mar 30New 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 8.1% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).Buy Or Sell Opportunity • Mar 10Now 22% overvaluedOver the last 90 days, the stock has fallen 30% to RM0.43. The fair value is estimated to be RM0.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.分析記事 • Feb 15Slammed 25% SKP Resources Bhd (KLSE:SKPRES) Screens Well Here But There Might Be A CatchUnfortunately for some shareholders, the SKP Resources Bhd ( KLSE:SKPRES ) share price has dived 25% in the last thirty...Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: RM0.01 (vs RM0.016 in 3Q 2025)Third quarter 2026 results: EPS: RM0.01 (down from RM0.016 in 3Q 2025). Revenue: RM457.2m (down 9.2% from 3Q 2025). Net income: RM16.1m (down 37% from 3Q 2025). Profit margin: 3.5% (down from 5.1% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.分析記事 • Feb 13Is SKP Resources Bhd (KLSE:SKPRES) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Major Estimate Revision • Feb 13Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.10b to RM1.92b. EPS estimate also fell from RM0.07 per share to RM0.057 per share. Net income forecast to shrink 28% next year vs 22% growth forecast for Electronic industry in Malaysia . Consensus price target down from RM1.00 to RM0.68. Share price fell 16% to RM0.51 over the past week.Buy Or Sell Opportunity • Feb 04Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to RM0.63. The fair value is estimated to be RM0.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.7% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.分析記事 • Jan 06Are Investors Undervaluing SKP Resources Bhd (KLSE:SKPRES) By 26%?Key Insights The projected fair value for SKP Resources Bhd is RM0.85 based on 2 Stage Free Cash Flow to Equity SKP...Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Chairman Hussin Bin Ismail was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Dec 01Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.32b to RM2.13b. EPS estimate also fell from RM0.082 per share to RM0.072 per share. Net income forecast to grow 12% next year vs 20% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM1.21 to RM1.05. Share price fell 9.2% to RM0.59 over the past week.Reported Earnings • Nov 25Second quarter 2026 earnings released: EPS: RM0.018 (vs RM0.022 in 2Q 2025)Second quarter 2026 results: EPS: RM0.018 (down from RM0.022 in 2Q 2025). Revenue: RM537.4m (down 15% from 2Q 2025). Net income: RM27.5m (down 20% from 2Q 2025). Profit margin: 5.1% (down from 5.4% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.分析記事 • Nov 18SKP Resources Bhd's (KLSE:SKPRES) Returns Have Hit A WallWhat 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 • Oct 16SKP Resources Bhd's (KLSE:SKPRES) Share Price Is Matching Sentiment Around Its EarningsSKP Resources Bhd's ( KLSE:SKPRES ) price-to-earnings (or "P/E") ratio of 10.9x might make it look like a buy right now...Buy Or Sell Opportunity • Oct 01Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to RM0.97. The fair value is estimated to be RM0.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Upcoming Dividend • Sep 25Upcoming dividend of RM0.037 per shareEligible shareholders must have bought the stock before 02 October 2025. Payment date: 24 October 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Malaysian dividend payers (5.5%). Higher than average of industry peers (2.2%).分析記事 • Sep 04SKP Resources Bhd (KLSE:SKPRES) Will Pay A Larger Dividend Than Last Year At MYR0.0375SKP Resources Bhd ( KLSE:SKPRES ) will increase its dividend from last year's comparable payment on the 24th of October...Price Target Changed • Sep 04Price target decreased by 8.7% to RM1.21Down from RM1.33, the current price target is an average from 7 analysts. New target price is 33% above last closing price of RM0.92. Stock is down 17% over the past year. The company is forecast to post earnings per share of RM0.082 for next year compared to RM0.075 last year.Declared Dividend • Sep 04Dividend increased to RM0.037Dividend of RM0.037 is 28% higher than last year. Ex-date: 2nd October 2025 Payment date: 24th October 2025 Dividend yield will be 4.1%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 31SKP Resources Bhd announces Annual dividend, payable on October 24, 2025SKP Resources Bhd announced Annual dividend of MYR 0.0375 per share payable on October 24, 2025, ex-date on October 02, 2025 and record date on October 03, 2025.お知らせ • Jul 30SKP Resources Bhd, Annual General Meeting, Sep 25, 2025SKP Resources Bhd, Annual General Meeting, Sep 25, 2025, at 11:00 Singapore Standard Time. Location: cempaka room, level 3, bangi resort hotel, off persiaran bandar, 43650 bandar baru bangi, selangor darul ehsan, Malaysiaお知らせ • Jun 05SKP Resources Berhad Announces Strike-Off of Tecnicware Products Sdn. BhdThe Board of Directors of SKP Resources Berhad announced that Tecnicware Products Sdn. Bhd has been struck off and deem dissolved from the Register of the Companies Commission of Malaysia following the publication of the notice of striking off company name pursuant to Section 551(3) of the Companies Act 2016, in the Gazette on 22 May 2025. The striking-off of TPSB does not have a material effect on the earnings or net assets of the Group for the financial year ending 31 March 2026.Reported Earnings • May 31Full year 2025 earnings released: EPS: RM0.076 (vs RM0.058 in FY 2024)Full year 2025 results: EPS: RM0.076 (up from RM0.058 in FY 2024). Revenue: RM2.22b (up 20% from FY 2024). Net income: RM118.6m (up 30% from FY 2024). Profit margin: 5.3% (up from 4.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.分析記事 • May 13SKP Resources Bhd (KLSE:SKPRES) Hasn't Managed To Accelerate Its ReturnsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...New Risk • Apr 10New 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 8.8% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change).分析記事 • Apr 07Take Care Before Jumping Onto SKP Resources Bhd (KLSE:SKPRES) Even Though It's 31% CheaperUnfortunately for some shareholders, the SKP Resources Bhd ( KLSE:SKPRES ) share price has dived 31% in the last thirty...分析記事 • Apr 05At RM0.80, Is SKP Resources Bhd (KLSE:SKPRES) Worth Looking At Closely?While SKP Resources Bhd ( KLSE:SKPRES ) might not have the largest market cap around , it received a lot of attention...Reported Earnings • Feb 25Third quarter 2025 earnings released: EPS: RM0.016 (vs RM0.015 in 3Q 2024)Third quarter 2025 results: EPS: RM0.016 (up from RM0.015 in 3Q 2024). Revenue: RM503.7m (up 11% from 3Q 2024). Net income: RM25.6m (up 9.3% from 3Q 2024). Profit margin: 5.1% (down from 5.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% 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 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.分析記事 • Feb 20SKP Resources Bhd (KLSE:SKPRES) Shares Could Be 37% Below Their Intrinsic Value EstimateKey Insights SKP Resources Bhd's estimated fair value is RM1.57 based on 2 Stage Free Cash Flow to Equity SKP Resources...Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to RM1.13, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Electronic industry in Malaysia. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM1.68 per share.Reported Earnings • Nov 26Second quarter 2025 earnings released: EPS: RM0.022 (vs RM0.017 in 2Q 2024)Second quarter 2025 results: EPS: RM0.022 (up from RM0.017 in 2Q 2024). Revenue: RM635.3m (up 22% from 2Q 2024). Net income: RM34.4m (up 27% from 2Q 2024). Profit margin: 5.4% (up from 5.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 18% per year.Upcoming Dividend • Sep 26Upcoming dividend of RM0.029 per shareEligible shareholders must have bought the stock before 03 October 2024. Payment date: 24 October 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Malaysian dividend payers (4.7%). Higher than average of industry peers (1.9%).分析記事 • Sep 24SKP Resources Bhd's (KLSE:SKPRES) Shareholders Will Receive A Smaller Dividend Than Last YearSKP Resources Bhd ( KLSE:SKPRES ) has announced that on 24th of October, it will be paying a dividend ofMYR0.0292...Reported Earnings • Aug 27First quarter 2025 earnings released: EPS: RM0.018 (vs RM0.014 in 1Q 2024)First quarter 2025 results: EPS: RM0.018 (up from RM0.014 in 1Q 2024). Revenue: RM505.5m (up 17% from 1Q 2024). Net income: RM28.3m (up 31% from 1Q 2024). Profit margin: 5.6% (up from 5.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 20% per year whereas the company’s share price has fallen by 17% per year.Reported Earnings • Aug 04Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: RM0.058 (down from RM0.09 in FY 2023). Revenue: RM1.85b (down 26% from FY 2023). Net income: RM91.0m (down 35% from FY 2023). Profit margin: 4.9% (down from 5.6% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.7%. Revenue is forecast to grow 12% 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, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 16% per year.お知らせ • Jul 31SKP Resources Bhd, Annual General Meeting, Sep 26, 2024SKP Resources Bhd, Annual General Meeting, Sep 26, 2024, at 11:00 Singapore Standard Time. Location: level 7, menara milenium, jalan damanlela, pusat bandar damansara, damansara heights, 50490 kuala lumpur, wilayah persekutuan, Malaysia分析記事 • Jul 29SKP Resources Bhd (KLSE:SKPRES) Will Pay A Smaller Dividend Than Last YearSKP Resources Bhd ( KLSE:SKPRES ) has announced that on 24th of October, it will be paying a dividend ofMYR0.0292...分析記事 • Jun 07Should You Investigate SKP Resources Bhd (KLSE:SKPRES) At RM1.21?While SKP Resources Bhd ( KLSE:SKPRES ) might not have the largest market cap around , it led the KLSE gainers with a...Price Target Changed • Jun 04Price target increased by 24% to RM1.18Up from RM0.95, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of RM1.14. Stock is up 14% over the past year. The company is forecast to post earnings per share of RM0.074 for next year compared to RM0.062 last year.分析記事 • Apr 24We Think SKP Resources Bhd (KLSE:SKPRES) 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 • Mar 21There Are Reasons To Feel Uneasy About SKP Resources Bhd's (KLSE:SKPRES) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Mar 21Investors Still Aren't Entirely Convinced By SKP Resources Bhd's (KLSE:SKPRES) Earnings Despite 26% Price JumpSKP Resources Bhd ( KLSE:SKPRES ) shareholders would be excited to see that the share price has had a great month...Buy Or Sell Opportunity • Mar 17Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to RM0.87. The fair value is estimated to be RM0.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.9%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.Reported Earnings • Feb 27Third quarter 2024 earnings released: EPS: RM0.015 (vs RM0.026 in 3Q 2023)Third quarter 2024 results: EPS: RM0.015 (down from RM0.026 in 3Q 2023). Revenue: RM453.1m (down 39% from 3Q 2023). Net income: RM23.4m (down 43% from 3Q 2023). Profit margin: 5.2% (down from 5.5% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Feb 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to RM0.71. The fair value is estimated to be RM0.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.Price Target Changed • Dec 01Price target decreased by 10.0% to RM1.06Down from RM1.18, the current price target is an average from 8 analysts. New target price is 37% above last closing price of RM0.77. Stock is down 55% over the past year. The company is forecast to post earnings per share of RM0.074 for next year compared to RM0.09 last year.分析記事 • Oct 27At RM0.81, Is SKP Resources Bhd (KLSE:SKPRES) Worth Looking At Closely?SKP Resources Bhd ( KLSE:SKPRES ), is not the largest company out there, but it saw significant share price movement...Upcoming Dividend • Sep 22Upcoming dividend of RM0.045 per share at 4.5% yieldEligible shareholders must have bought the stock before 29 September 2023. Payment date: 26 October 2023. Payout ratio is a comfortable 56% and the cash payout ratio is 94%. Trailing yield: 4.5%. Lower than top quartile of Malaysian dividend payers (5.1%). Higher than average of industry peers (2.2%).分析記事 • Aug 28SKP Resources Bhd's (KLSE:SKPRES) Dividend Will Be Reduced To MYR0.045SKP Resources Bhd's ( KLSE:SKPRES ) dividend is being reduced from last year's payment covering the same period to...New Risk • Aug 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.2% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.2% net profit margin).Price Target Changed • Aug 09Price target decreased by 7.7% to RM1.19Down from RM1.29, the current price target is an average from 8 analysts. New target price is 26% above last closing price of RM0.94. Stock is down 41% over the past year. The company is forecast to post earnings per share of RM0.082 for next year compared to RM0.09 last year.Reported Earnings • Aug 01Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: RM0.09 (down from RM0.11 in FY 2022). Revenue: RM2.52b (up 8.3% from FY 2022). Net income: RM140.5m (down 19% from FY 2022). Profit margin: 5.6% (down from 7.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 8.7%. Revenue is forecast to grow 7.4% 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 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Jul 31SKP Resources Bhd (KLSE:SKPRES) Is Paying Out Less In Dividends Than Last YearSKP Resources Bhd's ( KLSE:SKPRES ) dividend is being reduced from last year's payment covering the same period to...お知らせ • Jul 29SKP Resources Bhd, Annual General Meeting, Sep 29, 2023SKP Resources Bhd, Annual General Meeting, Sep 29, 2023, at 11:00 Singapore Standard Time. Agenda: To receive the Audited Financial Statements of the Company for the financial year ended 31 March 2023 together with the Reports of the Directors and Auditors thereon; To re-elect Ms. Anita Chew Cheng Im, a Director of the Company, who retires in accordance with Clause 119 of the Company's Constitution and being eligible, has offered herself for re-election; and to discuss other matters.Buying Opportunity • Jul 12Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be RM1.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.分析記事 • Jun 05Analysts Just Shaved Their SKP Resources Bhd (KLSE:SKPRES) Forecasts DramaticallyThe latest analyst coverage could presage a bad day for SKP Resources Bhd ( KLSE:SKPRES ), with the analysts making...Reported Earnings • Jun 01Full year 2023 earnings released: EPS: RM0.093 (vs RM0.11 in FY 2022)Full year 2023 results: EPS: RM0.093 (down from RM0.11 in FY 2022). Revenue: RM2.53b (up 9.1% from FY 2022). Net income: RM144.5m (down 17% from FY 2022). Profit margin: 5.7% (down from 7.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% 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 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 31Price target decreased by 8.3% to RM1.46Down from RM1.59, the current price target is an average from 9 analysts. New target price is 43% above last closing price of RM1.02. Stock is down 33% over the past year. The company is forecast to post earnings per share of RM0.10 for next year compared to RM0.11 last year.Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to RM1.01, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Electronic industry in Malaysia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM1.00 per share.分析記事 • May 18Calculating The Intrinsic Value Of SKP Resources Bhd (KLSE:SKPRES)Key Insights The projected fair value for SKP Resources Bhd is RM1.00 based on 2 Stage Free Cash Flow to Equity With...Price Target Changed • Feb 27Price target decreased by 14% to RM1.72Down from RM2.01, the current price target is an average from 9 analysts. New target price is 29% above last closing price of RM1.34. Stock is down 10% over the past year. The company is forecast to post earnings per share of RM0.10 for next year compared to RM0.11 last year.Reported Earnings • Feb 25Third quarter 2023 earnings released: EPS: RM0.026 (vs RM0.029 in 3Q 2022)Third quarter 2023 results: EPS: RM0.026 (down from RM0.029 in 3Q 2022). Revenue: RM740.1m (up 10% from 3Q 2022). Net income: RM40.7m (down 12% from 3Q 2022). Profit margin: 5.5% (down from 6.8% in 3Q 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 increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 23Capital Investments At SKP Resources Bhd (KLSE:SKPRES) Point To A Promising FutureFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Dec 10+ 1 more updateSKP Resources Bhd Announces the Appointment of Tan Sri Datuk Hussin Bin Haji Ismail as Independent and Non Executive ChairmanSKP Resources Bhd announced the appointment of Tan Sri Datuk Hussin Bin Haji Ismail as Independent and Non Executive Chairman, effective from 09 December 2022.Reported Earnings • Dec 03Second quarter 2023 earnings released: EPS: RM0.03 (vs RM0.026 in 2Q 2022)Second quarter 2023 results: EPS: RM0.03 (up from RM0.026 in 2Q 2022). Revenue: RM736.5m (up 33% from 2Q 2022). Net income: RM46.5m (up 16% from 2Q 2022). Profit margin: 6.3% (down from 7.2% 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 11% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Sep 30Now 20% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be RM2.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.お知らせ • Sep 24+ 9 more updatesSKP Resources Bhd Announces Cessation of MR KOH SONG HENG as Independent and Non Executive Chairman of Audit CommitteeSKP Resources Bhd announced Cessation of MR KOH SONG HENG as Independent and Non Executive Chairman of Audit Committee effective 23 Sep. 2022. Date of change is 23 Sep. 2022. Composition of Audit Committee (Name and Directorate of members after change): Chairman: Goh Kah Im (Independent Non-Executive Director). Member: Koh Chin Koon (Non-Independent Non-Executive Director); Anita Chew Cheng Im (Independent Non-Executive Director).Upcoming Dividend • Sep 23Upcoming dividend of RM0.056 per shareEligible shareholders must have bought the stock before 30 September 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Malaysian dividend payers (5.1%). Lower than average of industry peers (4.0%).分析記事 • Sep 21SKP Resources Bhd's (KLSE:SKPRES) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of SKP Resources Bhd ( KLSE:SKPRES ) has announced that it will be paying its dividend of MYR0.0555 on the...お知らせ • Sep 21SKP Resources Bhd Announces Demise of Dato' Gan Kim Huat, Executive ChairmanSKP Resources Bhd announced the demise of Dato' Gan Kim Huat, Executive Chairman. Gan Kim Huat age is 74. Dato' Gan has over 30 years of experience in plastics injection moulding and is a well-known entrepreneur in the local plastics industry due to his wide knowledge of plastics manufacturing and network of contacts in the industry. Dato' Gan has also cultivated excellent relationships with the customers of the Group.Buying Opportunity • Aug 22Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be RM2.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.Reported Earnings • Aug 01Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: RM0.11 (up from RM0.085 in FY 2021). Revenue: RM2.32b (up 3.1% from FY 2021). Net income: RM173.4m (up 30% from FY 2021). Profit margin: 7.5% (up from 5.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.9%. Earnings per share (EPS) exceeded analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 22%, compared to a 17% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 31SKP Resources Bhd's (KLSE:SKPRES) Shareholders Will Receive A Bigger Dividend Than Last YearSKP Resources Bhd ( KLSE:SKPRES ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Jul 30SKP Resources Bhd, Annual General Meeting, Sep 23, 2022SKP Resources Bhd, Annual General Meeting, Sep 23, 2022, at 11:00 Singapore Standard Time. Agenda: To consider re-election of Dato' Gan Kim Huat as Director; to consider re-election of Mr. Gan Poh San as Director; to consider and approve the payment of Directors' fees of RM 395,000 for the period from 1 October 2022 to 30 September 2023, to be payable on a quarterly basis in arrears; to consider re-appointment of Ernst & Young PLT as Auditors of the Company; to consider and authorize Directors to issue shares pursuant to the Companies Act 2016; and to consider and approve the Proposed Renewal of Share Buy-Back Authority.お知らせ • Jul 26SKP Resources Bhd Announces Final Single-Tier Dividend for the Financial Year Ended 31 March 2022, Payable on 28 October 2022SKP Resources Bhd announced the final single-tier dividend of 5.55 sen per ordinary share for the financial year ended 31 March 2022. The dividend will paid on 28 October 2022 with ex-date of 30 September 2022 and entitlement date is 03 October 2022.Buying Opportunity • Jun 13Now 22% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be RM2.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.Reported Earnings • May 29Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: RM0.11 (up from RM0.085 in FY 2021). Revenue: RM2.32b (up 3.0% from FY 2021). Net income: RM169.8m (up 28% from FY 2021). Profit margin: 7.3% (up from 5.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 29%. Over the next year, revenue is forecast to grow 29%, compared to a 18% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • May 12At RM1.37, Is It Time To Put SKP Resources Bhd (KLSE:SKPRES) On Your Watch List?SKP Resources Bhd ( KLSE:SKPRES ), is not the largest company out there, but it saw a decent share price growth in the...Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to RM1.32, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Malaysia. Total returns to shareholders of 37% over the past three years.Reported Earnings • Feb 27Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: RM0.03 (up from RM0.028 in 3Q 2021). Revenue: RM672.5m (down 5.7% from 3Q 2021). Net income: RM46.1m (up 5.8% from 3Q 2021). Profit margin: 6.8% (up from 6.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 29%. Over the next year, revenue is forecast to grow 36%, compared to a 19% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 24A Look Into SKP Resources Bhd's (KLSE:SKPRES) Impressive Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to RM1.57, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Electronic industry in Malaysia. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM2.56 per share.業績と収益の成長予測KLSE:SKPRES - 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3/31/20292,17982368553/31/20281,91762247873/31/20271,70244455873/31/20261,81334210262N/A12/31/20252,086100124167N/A9/30/20252,132109176211N/A6/30/20252,230116112150N/A3/31/20252,2231176399N/A12/31/20242,09210790141N/A9/30/20242,0421052680N/A6/30/20241,9269896146N/A3/31/20241,85291172224N/A12/31/20231,88888278313N/A9/30/20232,175106167233N/A6/30/20232,39112592181N/A3/31/20232,51514168183N/A12/31/20222,612179-9320N/A9/30/20222,54418425129N/A6/30/20222,36117859141N/A3/31/20222,321173-751N/A12/31/20212,1541542988N/A9/30/20212,1951525596N/A6/30/20212,36815687133N/A3/31/20212,2511333076N/A12/31/20202,2641022276N/A9/30/20202,10284-62-3N/A6/30/20201,86365-102-26N/A3/31/20201,82773-1268N/A12/31/20191,74788N/A83N/A9/30/20191,59686N/A125N/A6/30/20191,58689N/A152N/A3/31/20191,65497N/A152N/A12/31/20181,776105N/A145N/A9/30/20181,895112N/A172N/A6/30/20182,012119N/A150N/A3/31/20182,106127N/A184N/A12/31/20172,224130N/A148N/A9/30/20172,286131N/A97N/A6/30/20172,148118N/A88N/A3/31/20171,944103N/A29N/A12/31/20161,55392N/A-30N/A9/30/20161,28886N/A-26N/A6/30/20161,09382N/A-28N/A3/31/20161,01581N/A-130N/A12/31/20151,01672N/A-64N/A9/30/201585258N/A-81N/A6/30/201573151N/A-85N/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: SKPRESの予測収益成長率 (年間29% ) は 貯蓄率 ( 3.8% ) を上回っています。収益対市場: SKPRESの収益 ( 29% ) はMY市場 ( 8.9% ) よりも速いペースで成長すると予測されています。高成長収益: SKPRESの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: SKPRESの収益 ( 6.5% ) MY市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: SKPRESの収益 ( 6.5% ) 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: SKPRES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 ( 8.4 %)。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2026/06/13 19:50終値2026/06/12 00:00収益2026/03/31年間収益2026/03/31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SKP Resources Bhd 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Shafiq KadirCGS Internationalnull nullCLSAZhen Ye KhooCLSA7 その他のアナリストを表示
Major Estimate Revision • Jun 05Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from RM1.92b to RM1.66b. EPS estimate fell from RM0.047 to RM0.025 per share. Net income forecast to grow 18% next year vs 13% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.54 to RM0.38. Share price was steady at RM0.35 over the past week.
Price Target Changed • Jun 03Price target decreased by 30% to RM0.38Down from RM0.54, the current price target is an average from 7 analysts. New target price is 8.2% above last closing price of RM0.35. Stock is down 65% over the past year. The company is forecast to post earnings per share of RM0.023 for next year compared to RM0.021 last year.
Major Estimate Revision • Feb 13Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.10b to RM1.92b. EPS estimate also fell from RM0.07 per share to RM0.057 per share. Net income forecast to shrink 28% next year vs 22% growth forecast for Electronic industry in Malaysia . Consensus price target down from RM1.00 to RM0.68. Share price fell 16% to RM0.51 over the past week.
Major Estimate Revision • Dec 01Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.32b to RM2.13b. EPS estimate also fell from RM0.082 per share to RM0.072 per share. Net income forecast to grow 12% next year vs 20% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM1.21 to RM1.05. Share price fell 9.2% to RM0.59 over the past week.
Price Target Changed • Sep 04Price target decreased by 8.7% to RM1.21Down from RM1.33, the current price target is an average from 7 analysts. New target price is 33% above last closing price of RM0.92. Stock is down 17% over the past year. The company is forecast to post earnings per share of RM0.082 for next year compared to RM0.075 last year.
Price Target Changed • Jun 04Price target increased by 24% to RM1.18Up from RM0.95, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of RM1.14. Stock is up 14% over the past year. The company is forecast to post earnings per share of RM0.074 for next year compared to RM0.062 last year.
分析記事 • Jun 05We Think You Can Look Beyond SKP Resources Bhd's (KLSE:SKPRES) Lackluster EarningsSKP Resources Bhd's ( KLSE:SKPRES ) stock was strong despite it releasing a soft earnings report last week. We think...
Major Estimate Revision • Jun 05Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from RM1.92b to RM1.66b. EPS estimate fell from RM0.047 to RM0.025 per share. Net income forecast to grow 18% next year vs 13% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.54 to RM0.38. Share price was steady at RM0.35 over the past week.
分析記事 • Jun 03News Flash: 7 Analysts Think SKP Resources Bhd (KLSE:SKPRES) Earnings Are Under ThreatToday is shaping up negative for SKP Resources Bhd ( KLSE:SKPRES ) shareholders, with the analysts delivering a...
Price Target Changed • Jun 03Price target decreased by 30% to RM0.38Down from RM0.54, the current price target is an average from 7 analysts. New target price is 8.2% above last closing price of RM0.35. Stock is down 65% over the past year. The company is forecast to post earnings per share of RM0.023 for next year compared to RM0.021 last year.
Reported Earnings • May 31Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: RM0.022 (down from RM0.075 in FY 2025). Revenue: RM1.81b (down 18% from FY 2025). Net income: RM33.6m (down 71% from FY 2025). Profit margin: 1.9% (down from 5.3% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 60%. Revenue is forecast to grow 9.5% 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 fallen by 13% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.
New Risk • Mar 30New 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 8.1% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).
Buy Or Sell Opportunity • Mar 10Now 22% overvaluedOver the last 90 days, the stock has fallen 30% to RM0.43. The fair value is estimated to be RM0.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.
分析記事 • Feb 15Slammed 25% SKP Resources Bhd (KLSE:SKPRES) Screens Well Here But There Might Be A CatchUnfortunately for some shareholders, the SKP Resources Bhd ( KLSE:SKPRES ) share price has dived 25% in the last thirty...
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: RM0.01 (vs RM0.016 in 3Q 2025)Third quarter 2026 results: EPS: RM0.01 (down from RM0.016 in 3Q 2025). Revenue: RM457.2m (down 9.2% from 3Q 2025). Net income: RM16.1m (down 37% from 3Q 2025). Profit margin: 3.5% (down from 5.1% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
分析記事 • Feb 13Is SKP Resources Bhd (KLSE:SKPRES) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Major Estimate Revision • Feb 13Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.10b to RM1.92b. EPS estimate also fell from RM0.07 per share to RM0.057 per share. Net income forecast to shrink 28% next year vs 22% growth forecast for Electronic industry in Malaysia . Consensus price target down from RM1.00 to RM0.68. Share price fell 16% to RM0.51 over the past week.
Buy Or Sell Opportunity • Feb 04Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to RM0.63. The fair value is estimated to be RM0.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.7% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.
分析記事 • Jan 06Are Investors Undervaluing SKP Resources Bhd (KLSE:SKPRES) By 26%?Key Insights The projected fair value for SKP Resources Bhd is RM0.85 based on 2 Stage Free Cash Flow to Equity SKP...
Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Chairman Hussin Bin Ismail was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Dec 01Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM2.32b to RM2.13b. EPS estimate also fell from RM0.082 per share to RM0.072 per share. Net income forecast to grow 12% next year vs 20% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM1.21 to RM1.05. Share price fell 9.2% to RM0.59 over the past week.
Reported Earnings • Nov 25Second quarter 2026 earnings released: EPS: RM0.018 (vs RM0.022 in 2Q 2025)Second quarter 2026 results: EPS: RM0.018 (down from RM0.022 in 2Q 2025). Revenue: RM537.4m (down 15% from 2Q 2025). Net income: RM27.5m (down 20% from 2Q 2025). Profit margin: 5.1% (down from 5.4% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
分析記事 • Nov 18SKP Resources Bhd's (KLSE:SKPRES) Returns Have Hit A WallWhat 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 • Oct 16SKP Resources Bhd's (KLSE:SKPRES) Share Price Is Matching Sentiment Around Its EarningsSKP Resources Bhd's ( KLSE:SKPRES ) price-to-earnings (or "P/E") ratio of 10.9x might make it look like a buy right now...
Buy Or Sell Opportunity • Oct 01Now 20% overvaluedOver the last 90 days, the stock has fallen 10% to RM0.97. The fair value is estimated to be RM0.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Upcoming Dividend • Sep 25Upcoming dividend of RM0.037 per shareEligible shareholders must have bought the stock before 02 October 2025. Payment date: 24 October 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Malaysian dividend payers (5.5%). Higher than average of industry peers (2.2%).
分析記事 • Sep 04SKP Resources Bhd (KLSE:SKPRES) Will Pay A Larger Dividend Than Last Year At MYR0.0375SKP Resources Bhd ( KLSE:SKPRES ) will increase its dividend from last year's comparable payment on the 24th of October...
Price Target Changed • Sep 04Price target decreased by 8.7% to RM1.21Down from RM1.33, the current price target is an average from 7 analysts. New target price is 33% above last closing price of RM0.92. Stock is down 17% over the past year. The company is forecast to post earnings per share of RM0.082 for next year compared to RM0.075 last year.
Declared Dividend • Sep 04Dividend increased to RM0.037Dividend of RM0.037 is 28% higher than last year. Ex-date: 2nd October 2025 Payment date: 24th October 2025 Dividend yield will be 4.1%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 31SKP Resources Bhd announces Annual dividend, payable on October 24, 2025SKP Resources Bhd announced Annual dividend of MYR 0.0375 per share payable on October 24, 2025, ex-date on October 02, 2025 and record date on October 03, 2025.
お知らせ • Jul 30SKP Resources Bhd, Annual General Meeting, Sep 25, 2025SKP Resources Bhd, Annual General Meeting, Sep 25, 2025, at 11:00 Singapore Standard Time. Location: cempaka room, level 3, bangi resort hotel, off persiaran bandar, 43650 bandar baru bangi, selangor darul ehsan, Malaysia
お知らせ • Jun 05SKP Resources Berhad Announces Strike-Off of Tecnicware Products Sdn. BhdThe Board of Directors of SKP Resources Berhad announced that Tecnicware Products Sdn. Bhd has been struck off and deem dissolved from the Register of the Companies Commission of Malaysia following the publication of the notice of striking off company name pursuant to Section 551(3) of the Companies Act 2016, in the Gazette on 22 May 2025. The striking-off of TPSB does not have a material effect on the earnings or net assets of the Group for the financial year ending 31 March 2026.
Reported Earnings • May 31Full year 2025 earnings released: EPS: RM0.076 (vs RM0.058 in FY 2024)Full year 2025 results: EPS: RM0.076 (up from RM0.058 in FY 2024). Revenue: RM2.22b (up 20% from FY 2024). Net income: RM118.6m (up 30% from FY 2024). Profit margin: 5.3% (up from 4.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
分析記事 • May 13SKP Resources Bhd (KLSE:SKPRES) Hasn't Managed To Accelerate Its ReturnsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
New Risk • Apr 10New 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 8.8% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change).
分析記事 • Apr 07Take Care Before Jumping Onto SKP Resources Bhd (KLSE:SKPRES) Even Though It's 31% CheaperUnfortunately for some shareholders, the SKP Resources Bhd ( KLSE:SKPRES ) share price has dived 31% in the last thirty...
分析記事 • Apr 05At RM0.80, Is SKP Resources Bhd (KLSE:SKPRES) Worth Looking At Closely?While SKP Resources Bhd ( KLSE:SKPRES ) might not have the largest market cap around , it received a lot of attention...
Reported Earnings • Feb 25Third quarter 2025 earnings released: EPS: RM0.016 (vs RM0.015 in 3Q 2024)Third quarter 2025 results: EPS: RM0.016 (up from RM0.015 in 3Q 2024). Revenue: RM503.7m (up 11% from 3Q 2024). Net income: RM25.6m (up 9.3% from 3Q 2024). Profit margin: 5.1% (down from 5.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% 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 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 20SKP Resources Bhd (KLSE:SKPRES) Shares Could Be 37% Below Their Intrinsic Value EstimateKey Insights SKP Resources Bhd's estimated fair value is RM1.57 based on 2 Stage Free Cash Flow to Equity SKP Resources...
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to RM1.13, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Electronic industry in Malaysia. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM1.68 per share.
Reported Earnings • Nov 26Second quarter 2025 earnings released: EPS: RM0.022 (vs RM0.017 in 2Q 2024)Second quarter 2025 results: EPS: RM0.022 (up from RM0.017 in 2Q 2024). Revenue: RM635.3m (up 22% from 2Q 2024). Net income: RM34.4m (up 27% from 2Q 2024). Profit margin: 5.4% (up from 5.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 18% per year.
Upcoming Dividend • Sep 26Upcoming dividend of RM0.029 per shareEligible shareholders must have bought the stock before 03 October 2024. Payment date: 24 October 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Malaysian dividend payers (4.7%). Higher than average of industry peers (1.9%).
分析記事 • Sep 24SKP Resources Bhd's (KLSE:SKPRES) Shareholders Will Receive A Smaller Dividend Than Last YearSKP Resources Bhd ( KLSE:SKPRES ) has announced that on 24th of October, it will be paying a dividend ofMYR0.0292...
Reported Earnings • Aug 27First quarter 2025 earnings released: EPS: RM0.018 (vs RM0.014 in 1Q 2024)First quarter 2025 results: EPS: RM0.018 (up from RM0.014 in 1Q 2024). Revenue: RM505.5m (up 17% from 1Q 2024). Net income: RM28.3m (up 31% from 1Q 2024). Profit margin: 5.6% (up from 5.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 20% per year whereas the company’s share price has fallen by 17% per year.
Reported Earnings • Aug 04Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: RM0.058 (down from RM0.09 in FY 2023). Revenue: RM1.85b (down 26% from FY 2023). Net income: RM91.0m (down 35% from FY 2023). Profit margin: 4.9% (down from 5.6% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.7%. Revenue is forecast to grow 12% 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, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 16% per year.
お知らせ • Jul 31SKP Resources Bhd, Annual General Meeting, Sep 26, 2024SKP Resources Bhd, Annual General Meeting, Sep 26, 2024, at 11:00 Singapore Standard Time. Location: level 7, menara milenium, jalan damanlela, pusat bandar damansara, damansara heights, 50490 kuala lumpur, wilayah persekutuan, Malaysia
分析記事 • Jul 29SKP Resources Bhd (KLSE:SKPRES) Will Pay A Smaller Dividend Than Last YearSKP Resources Bhd ( KLSE:SKPRES ) has announced that on 24th of October, it will be paying a dividend ofMYR0.0292...
分析記事 • Jun 07Should You Investigate SKP Resources Bhd (KLSE:SKPRES) At RM1.21?While SKP Resources Bhd ( KLSE:SKPRES ) might not have the largest market cap around , it led the KLSE gainers with a...
Price Target Changed • Jun 04Price target increased by 24% to RM1.18Up from RM0.95, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of RM1.14. Stock is up 14% over the past year. The company is forecast to post earnings per share of RM0.074 for next year compared to RM0.062 last year.
分析記事 • Apr 24We Think SKP Resources Bhd (KLSE:SKPRES) 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 • Mar 21There Are Reasons To Feel Uneasy About SKP Resources Bhd's (KLSE:SKPRES) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Mar 21Investors Still Aren't Entirely Convinced By SKP Resources Bhd's (KLSE:SKPRES) Earnings Despite 26% Price JumpSKP Resources Bhd ( KLSE:SKPRES ) shareholders would be excited to see that the share price has had a great month...
Buy Or Sell Opportunity • Mar 17Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to RM0.87. The fair value is estimated to be RM0.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.9%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
Reported Earnings • Feb 27Third quarter 2024 earnings released: EPS: RM0.015 (vs RM0.026 in 3Q 2023)Third quarter 2024 results: EPS: RM0.015 (down from RM0.026 in 3Q 2023). Revenue: RM453.1m (down 39% from 3Q 2023). Net income: RM23.4m (down 43% from 3Q 2023). Profit margin: 5.2% (down from 5.5% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Feb 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to RM0.71. The fair value is estimated to be RM0.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
Price Target Changed • Dec 01Price target decreased by 10.0% to RM1.06Down from RM1.18, the current price target is an average from 8 analysts. New target price is 37% above last closing price of RM0.77. Stock is down 55% over the past year. The company is forecast to post earnings per share of RM0.074 for next year compared to RM0.09 last year.
分析記事 • Oct 27At RM0.81, Is SKP Resources Bhd (KLSE:SKPRES) Worth Looking At Closely?SKP Resources Bhd ( KLSE:SKPRES ), is not the largest company out there, but it saw significant share price movement...
Upcoming Dividend • Sep 22Upcoming dividend of RM0.045 per share at 4.5% yieldEligible shareholders must have bought the stock before 29 September 2023. Payment date: 26 October 2023. Payout ratio is a comfortable 56% and the cash payout ratio is 94%. Trailing yield: 4.5%. Lower than top quartile of Malaysian dividend payers (5.1%). Higher than average of industry peers (2.2%).
分析記事 • Aug 28SKP Resources Bhd's (KLSE:SKPRES) Dividend Will Be Reduced To MYR0.045SKP Resources Bhd's ( KLSE:SKPRES ) dividend is being reduced from last year's payment covering the same period to...
New Risk • Aug 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.2% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.2% net profit margin).
Price Target Changed • Aug 09Price target decreased by 7.7% to RM1.19Down from RM1.29, the current price target is an average from 8 analysts. New target price is 26% above last closing price of RM0.94. Stock is down 41% over the past year. The company is forecast to post earnings per share of RM0.082 for next year compared to RM0.09 last year.
Reported Earnings • Aug 01Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: RM0.09 (down from RM0.11 in FY 2022). Revenue: RM2.52b (up 8.3% from FY 2022). Net income: RM140.5m (down 19% from FY 2022). Profit margin: 5.6% (down from 7.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 8.7%. Revenue is forecast to grow 7.4% 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 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Jul 31SKP Resources Bhd (KLSE:SKPRES) Is Paying Out Less In Dividends Than Last YearSKP Resources Bhd's ( KLSE:SKPRES ) dividend is being reduced from last year's payment covering the same period to...
お知らせ • Jul 29SKP Resources Bhd, Annual General Meeting, Sep 29, 2023SKP Resources Bhd, Annual General Meeting, Sep 29, 2023, at 11:00 Singapore Standard Time. Agenda: To receive the Audited Financial Statements of the Company for the financial year ended 31 March 2023 together with the Reports of the Directors and Auditors thereon; To re-elect Ms. Anita Chew Cheng Im, a Director of the Company, who retires in accordance with Clause 119 of the Company's Constitution and being eligible, has offered herself for re-election; and to discuss other matters.
Buying Opportunity • Jul 12Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be RM1.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.
分析記事 • Jun 05Analysts Just Shaved Their SKP Resources Bhd (KLSE:SKPRES) Forecasts DramaticallyThe latest analyst coverage could presage a bad day for SKP Resources Bhd ( KLSE:SKPRES ), with the analysts making...
Reported Earnings • Jun 01Full year 2023 earnings released: EPS: RM0.093 (vs RM0.11 in FY 2022)Full year 2023 results: EPS: RM0.093 (down from RM0.11 in FY 2022). Revenue: RM2.53b (up 9.1% from FY 2022). Net income: RM144.5m (down 17% from FY 2022). Profit margin: 5.7% (down from 7.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% 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 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 31Price target decreased by 8.3% to RM1.46Down from RM1.59, the current price target is an average from 9 analysts. New target price is 43% above last closing price of RM1.02. Stock is down 33% over the past year. The company is forecast to post earnings per share of RM0.10 for next year compared to RM0.11 last year.
Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to RM1.01, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Electronic industry in Malaysia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM1.00 per share.
分析記事 • May 18Calculating The Intrinsic Value Of SKP Resources Bhd (KLSE:SKPRES)Key Insights The projected fair value for SKP Resources Bhd is RM1.00 based on 2 Stage Free Cash Flow to Equity With...
Price Target Changed • Feb 27Price target decreased by 14% to RM1.72Down from RM2.01, the current price target is an average from 9 analysts. New target price is 29% above last closing price of RM1.34. Stock is down 10% over the past year. The company is forecast to post earnings per share of RM0.10 for next year compared to RM0.11 last year.
Reported Earnings • Feb 25Third quarter 2023 earnings released: EPS: RM0.026 (vs RM0.029 in 3Q 2022)Third quarter 2023 results: EPS: RM0.026 (down from RM0.029 in 3Q 2022). Revenue: RM740.1m (up 10% from 3Q 2022). Net income: RM40.7m (down 12% from 3Q 2022). Profit margin: 5.5% (down from 6.8% in 3Q 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 increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 23Capital Investments At SKP Resources Bhd (KLSE:SKPRES) Point To A Promising FutureFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Dec 10+ 1 more updateSKP Resources Bhd Announces the Appointment of Tan Sri Datuk Hussin Bin Haji Ismail as Independent and Non Executive ChairmanSKP Resources Bhd announced the appointment of Tan Sri Datuk Hussin Bin Haji Ismail as Independent and Non Executive Chairman, effective from 09 December 2022.
Reported Earnings • Dec 03Second quarter 2023 earnings released: EPS: RM0.03 (vs RM0.026 in 2Q 2022)Second quarter 2023 results: EPS: RM0.03 (up from RM0.026 in 2Q 2022). Revenue: RM736.5m (up 33% from 2Q 2022). Net income: RM46.5m (up 16% from 2Q 2022). Profit margin: 6.3% (down from 7.2% 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 11% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Sep 30Now 20% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be RM2.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
お知らせ • Sep 24+ 9 more updatesSKP Resources Bhd Announces Cessation of MR KOH SONG HENG as Independent and Non Executive Chairman of Audit CommitteeSKP Resources Bhd announced Cessation of MR KOH SONG HENG as Independent and Non Executive Chairman of Audit Committee effective 23 Sep. 2022. Date of change is 23 Sep. 2022. Composition of Audit Committee (Name and Directorate of members after change): Chairman: Goh Kah Im (Independent Non-Executive Director). Member: Koh Chin Koon (Non-Independent Non-Executive Director); Anita Chew Cheng Im (Independent Non-Executive Director).
Upcoming Dividend • Sep 23Upcoming dividend of RM0.056 per shareEligible shareholders must have bought the stock before 30 September 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Malaysian dividend payers (5.1%). Lower than average of industry peers (4.0%).
分析記事 • Sep 21SKP Resources Bhd's (KLSE:SKPRES) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of SKP Resources Bhd ( KLSE:SKPRES ) has announced that it will be paying its dividend of MYR0.0555 on the...
お知らせ • Sep 21SKP Resources Bhd Announces Demise of Dato' Gan Kim Huat, Executive ChairmanSKP Resources Bhd announced the demise of Dato' Gan Kim Huat, Executive Chairman. Gan Kim Huat age is 74. Dato' Gan has over 30 years of experience in plastics injection moulding and is a well-known entrepreneur in the local plastics industry due to his wide knowledge of plastics manufacturing and network of contacts in the industry. Dato' Gan has also cultivated excellent relationships with the customers of the Group.
Buying Opportunity • Aug 22Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be RM2.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.
Reported Earnings • Aug 01Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: RM0.11 (up from RM0.085 in FY 2021). Revenue: RM2.32b (up 3.1% from FY 2021). Net income: RM173.4m (up 30% from FY 2021). Profit margin: 7.5% (up from 5.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.9%. Earnings per share (EPS) exceeded analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 22%, compared to a 17% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 31SKP Resources Bhd's (KLSE:SKPRES) Shareholders Will Receive A Bigger Dividend Than Last YearSKP Resources Bhd ( KLSE:SKPRES ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Jul 30SKP Resources Bhd, Annual General Meeting, Sep 23, 2022SKP Resources Bhd, Annual General Meeting, Sep 23, 2022, at 11:00 Singapore Standard Time. Agenda: To consider re-election of Dato' Gan Kim Huat as Director; to consider re-election of Mr. Gan Poh San as Director; to consider and approve the payment of Directors' fees of RM 395,000 for the period from 1 October 2022 to 30 September 2023, to be payable on a quarterly basis in arrears; to consider re-appointment of Ernst & Young PLT as Auditors of the Company; to consider and authorize Directors to issue shares pursuant to the Companies Act 2016; and to consider and approve the Proposed Renewal of Share Buy-Back Authority.
お知らせ • Jul 26SKP Resources Bhd Announces Final Single-Tier Dividend for the Financial Year Ended 31 March 2022, Payable on 28 October 2022SKP Resources Bhd announced the final single-tier dividend of 5.55 sen per ordinary share for the financial year ended 31 March 2022. The dividend will paid on 28 October 2022 with ex-date of 30 September 2022 and entitlement date is 03 October 2022.
Buying Opportunity • Jun 13Now 22% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be RM2.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
Reported Earnings • May 29Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: RM0.11 (up from RM0.085 in FY 2021). Revenue: RM2.32b (up 3.0% from FY 2021). Net income: RM169.8m (up 28% from FY 2021). Profit margin: 7.3% (up from 5.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 29%. Over the next year, revenue is forecast to grow 29%, compared to a 18% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • May 12At RM1.37, Is It Time To Put SKP Resources Bhd (KLSE:SKPRES) On Your Watch List?SKP Resources Bhd ( KLSE:SKPRES ), is not the largest company out there, but it saw a decent share price growth in the...
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to RM1.32, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Malaysia. Total returns to shareholders of 37% over the past three years.
Reported Earnings • Feb 27Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: RM0.03 (up from RM0.028 in 3Q 2021). Revenue: RM672.5m (down 5.7% from 3Q 2021). Net income: RM46.1m (up 5.8% from 3Q 2021). Profit margin: 6.8% (up from 6.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 29%. Over the next year, revenue is forecast to grow 36%, compared to a 19% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 24A Look Into SKP Resources Bhd's (KLSE:SKPRES) Impressive Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to RM1.57, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Electronic industry in Malaysia. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM2.56 per share.