Reported Earnings • Apr 28
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: EPS: RM0.033 (up from RM0.029 in FY 2024). Revenue: RM290.7m (up 22% from FY 2024). Net income: RM14.3m (up 12% from FY 2024). Profit margin: 4.9% (down from 5.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.9%. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Logistics industry in Malaysia. お知らせ • Apr 21
AGX Group Berhad, Annual General Meeting, May 22, 2026 AGX Group Berhad, Annual General Meeting, May 22, 2026, at 10:00 Singapore Standard Time. Location: worq subang, nazrin hassan event hall, unit 2-1, level 2, the podium, tower 3, uoa business park, no. 1,jalan pengaturcara u1/51a, seksyen u1, 40150 shah alam, selangor darul ehsan., Malaysia Reported Earnings • Mar 02
Full year 2025 earnings released: EPS: RM0.034 (vs RM0.029 in FY 2024) Full year 2025 results: EPS: RM0.034 (up from RM0.029 in FY 2024). Revenue: RM290.7m (up 22% from FY 2024). Net income: RM14.7m (up 15% from FY 2024). Profit margin: 5.1% (down from 5.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Logistics industry in Malaysia. Price Target Changed • Feb 13
Price target increased by 23% to RM0.65 Up from RM0.53, the current price target is an average from 2 analysts. New target price is 25% above last closing price of RM0.52. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of RM0.048 for next year compared to RM0.029 last year. お知らせ • Jan 02
AGX Group Berhad Announces Redesignation of Mr. Penu Mark as from Executive Director to Non Executive Director with effect from January 1, 2026 AGX Group Berhad has announced the redesignation of Mr. Penu Mark, aged 53, a Singapore national, from Executive Director to Non Executive Director with effect from January 1, 2026. Mr. Penu Mark will serve as Non Independent and Non Executive Director. Board Change • Dec 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Non-Executive Director Fazidah Zakaria was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. New Risk • Nov 27
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Market cap is less than US$100m (RM192.6m market cap, or US$46.6m). Reported Earnings • Nov 25
Third quarter 2025 earnings released: EPS: RM0.01 (vs RM0.006 in 3Q 2024) Third quarter 2025 results: EPS: RM0.01 (up from RM0.006 in 3Q 2024). Revenue: RM72.6m (up 9.3% from 3Q 2024). Net income: RM4.19m (up 75% from 3Q 2024). Profit margin: 5.8% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Logistics industry in Asia. Reported Earnings • Aug 27
Second quarter 2025 earnings released: EPS: RM0.01 (vs RM0.006 in 2Q 2024) Second quarter 2025 results: EPS: RM0.01 (up from RM0.006 in 2Q 2024). Revenue: RM70.1m (up 5.5% from 2Q 2024). Net income: RM4.15m (up 74% from 2Q 2024). Profit margin: 5.9% (up from 3.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Logistics industry in Asia. Board Change • Jun 19
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Chairperson Rozalila Binti Abdul Rahman was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Jun 03
First quarter 2025 earnings released: EPS: RM0.011 (vs RM0.001 in 1Q 2024) First quarter 2025 results: EPS: RM0.011 (up from RM0.001 in 1Q 2024). Revenue: RM61.8m (up 27% from 1Q 2024). Net income: RM4.53m (up RM3.89m from 1Q 2024). Profit margin: 7.3% (up from 1.3% in 1Q 2024). The increase in margin was driven by higher revenue. お知らせ • Apr 29
AGX Group Berhad, Annual General Meeting, May 30, 2025 AGX Group Berhad, Annual General Meeting, May 30, 2025, at 10:00 Singapore Standard Time. Location: worq subang, nazrin hassan event hall, unit 2-1, level 2, the podium, tower 3, uoa business park, no. 1, jalan pengaturcara u1/51a, seksyen, u1,40150 shah alam, selangor., Malaysia New Risk • Mar 08
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Market cap is less than US$100m (RM231.6m market cap, or US$52.5m). Reported Earnings • Mar 03
Full year 2024 earnings released: EPS: RM0.029 (vs RM0.023 in FY 2023) Full year 2024 results: EPS: RM0.029 (up from RM0.023 in FY 2023). Revenue: RM238.5m (up 28% from FY 2023). Net income: RM12.7m (up 30% from FY 2023). Profit margin: 5.3% (up from 5.2% in FY 2023). The increase in margin was driven by higher revenue. Reported Earnings • Nov 29
Third quarter 2024 earnings released: EPS: RM0.006 (vs RM0.001 in 3Q 2023) Third quarter 2024 results: EPS: RM0.006 (up from RM0.001 in 3Q 2023). Revenue: RM66.5m (up 37% from 3Q 2023). Net income: RM2.39m (up 275% from 3Q 2023). Profit margin: 3.6% (up from 1.3% in 3Q 2023). The increase in margin was driven by higher revenue. New Risk • Nov 29
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 5.4% 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 Share price has been volatile over the past 3 months (8.1% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (RM242.4m market cap, or US$54.6m). New Risk • Nov 15
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 20% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Share price has been volatile over the past 3 months (8.9% average weekly change). Market cap is less than US$100m (RM246.7m market cap, or US$55.1m). New Risk • Sep 14
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Malaysian stocks, typically moving 11% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Revenue has declined by 20% over the past year. Minor Risk Market cap is less than US$100m (RM220.8m market cap, or US$51.3m). お知らせ • Aug 01
AGX Group Berhad (KLSE:AGX) completed the acquisition of 30% stake in AGX Logistics (Thailand) Co., Ltd. from Kongsak Chakornviroj and Phetdavanh Phatsalouphon for THB 0.60 million. AGX Group Berhad (KLSE:AGX) agreed to acquire 30% stake in AGX Logistics (Thailand) Co., Ltd. from Kongsak Chakornviroj and Phetdavanh Phatsalouphon for THB 0.60 million on July 16, 2024. A cash consideration of THB 0.6 million will be paid by AGX Group Berhad. As part of consideration, THB 0.6 million is paid towards common equity of AGX Logistics (Thailand) Co., Ltd.
AGX Group Berhad (KLSE:AGX) completed the acquisition of 30% stake in AGX Logistics (Thailand) Co., Ltd. from Kongsak Chakornviroj and Phetdavanh Phatsalouphon on July 31, 2024. New Risk • Jul 17
New minor risk - Share price stability The 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: Major Risk Revenue has declined by 20% over the past year. Minor Risks Dividend is not well covered by cash flows (192% cash payout ratio). Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (RM177.5m market cap, or US$38.0m). お知らせ • Apr 27
AGX Group Berhad Proposes Final Tax Exempt (Single-Tier) Dividend for the Financial Year Ended 31 December 2023 The Board of Directors of AGX GROUP BERHAD proposed a final tax exempt (single-tier) dividend of 0.45 sen per ordinary share in respect of the financial year ended 31 December 2023 for the approval of the shareholders at the forthcoming Fourth Annual General Meeting of the Company. New Risk • Apr 24
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.4% 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: Major Risk Revenue has declined by 20% over the past year. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (RM129.9m market cap, or US$27.2m). Reported Earnings • Feb 29
Full year 2023 earnings released: EPS: RM0.024 (vs RM0.031 in FY 2022) Full year 2023 results: EPS: RM0.024 (down from RM0.031 in FY 2022). Revenue: RM186.8m (down 20% from FY 2022). Net income: RM10.2m (down 25% from FY 2022). Profit margin: 5.5% (down from 5.8% in FY 2022). The decrease in margin was driven by lower revenue.