View Future GrowthLe tree Holdings 過去の業績過去 基準チェック /26Le tree Holdingsは53.6%の年平均成長率で業績を伸ばしているが、Forestry業界はdecliningで0.7%毎年増加している。売上は減少しており、年平均48.1%の割合である。主要情報53.64%収益成長率34.09%EPS成長率Forestry 業界の成長16.09%収益成長率-48.13%株主資本利益率-20.22%ネット・マージン18.34%前回の決算情報31 Dec 2025最近の業績更新分析記事 • Jul 22Why Samko Timber's (SGX:E6R) Shaky Earnings Are Just The Beginning Of Its ProblemsSamko Timber Limited's ( SGX:E6R ) recent weak earnings report didn't cause a big stock movement. We think that...お知らせ • Jun 11Samko Timber Limited to Report First Half, 2025 Results on Aug 14, 2025Samko Timber Limited announced that they will report first half, 2025 results on Aug 14, 2025Reported Earnings • Nov 16Third quarter 2024 earnings released: Rp16.00 loss per share (vs Rp105 loss in 3Q 2023)Third quarter 2024 results: Rp16.00 loss per share (improved from Rp105 loss in 3Q 2023). Revenue: Rp603.9b (up 26% from 3Q 2023). Net loss: Rp137.2b (loss narrowed 46% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 12 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 14Full year 2023 earnings released: Rp312 loss per share (vs Rp106 loss in FY 2022)Full year 2023 results: Rp312 loss per share (further deteriorated from Rp106 loss in FY 2022). Revenue: Rp2.26t (down 38% from FY 2022). Net loss: Rp752.5b (loss widened 198% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 01Full year 2023 earnings released: Rp312 loss per share (vs Rp106 loss in FY 2022)Full year 2023 results: Rp312 loss per share (further deteriorated from Rp106 loss in FY 2022). Revenue: Rp2.26t (down 38% from FY 2022). Net loss: Rp752.5b (loss widened 198% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 15First half 2023 earnings released: Rp103 loss per share (vs Rp2.00 profit in 1H 2022)First half 2023 results: Rp103 loss per share (down from Rp2.00 profit in 1H 2022). Revenue: Rp1.30t (down 40% from 1H 2022). Net loss: Rp247.7b (down Rp252.3b from profit in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.すべての更新を表示Recent updatesお知らせ • Apr 16Le tree Holdings Limited, Annual General Meeting, Apr 30, 2026Le tree Holdings Limited, Annual General Meeting, Apr 30, 2026, at 10:00 Singapore Standard Time. Location: 80 raffl es place, 33-00 uob plaza 1 singapore 048624, SingaporeNew Risk • Jan 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. 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 Risks Share price has been highly volatile over the past 3 months (55% average weekly change). High level of non-cash earnings (116% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (S$25.9m market cap, or US$20.4m).Board Change • Jan 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. Lead Independent Director Meriana Ang is the most experienced director on the board, commencing their role in 2024. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 04High number of new and inexperienced directorsThere are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Lead Independent Director Meriana Ang is the most experienced director on the board, commencing their role in 2024. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 23Lin Yiyi entered into a sale and purchase agreement to acquire 66.91% stake in Samko Timber Limited (SGX:E6R) from Sampoerna Forestry Limited for SGD 3.1 million.Lin Yiyi entered into a sale and purchase agreement to acquire 66.91% stake in Samko Timber Limited (SGX:E6R) from Sampoerna Forestry Limited for SGD 3.1 million on July 23, 2025. In the event that the Offeror acquires not less than 90% of the total number of issued Share the Offeror will be entitled to exercise the right to compulsorily acquire all the Shares of Shareholders who have not accepted the Offer at a price equal to the Offer Price. Evolve, as the financial advisor to the Offeror for the Offer, confirms that sufficient financial resources are available to the Offeror to satisfy full acceptance of the Offer by the holders of the Offer Shares on the basis of the Offer Price. EVOLVE CAPITAL ADVISORY PRIVATE LIMITED acted as Financial advisor to Lin Yiyi.分析記事 • Jul 22Why Samko Timber's (SGX:E6R) Shaky Earnings Are Just The Beginning Of Its ProblemsSamko Timber Limited's ( SGX:E6R ) recent weak earnings report didn't cause a big stock movement. We think that...New Risk • Jul 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 116% 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 Risks Shares are highly illiquid. High level of non-cash earnings (116% accrual ratio). Market cap is less than US$10m (S$8.65m market cap, or US$6.73m).お知らせ • Jun 11Samko Timber Limited to Report First Half, 2025 Results on Aug 14, 2025Samko Timber Limited announced that they will report first half, 2025 results on Aug 14, 2025お知らせ • Apr 11Samko Timber Limited, Annual General Meeting, Apr 25, 2025Samko Timber Limited, Annual General Meeting, Apr 25, 2025, at 10:00 Singapore Standard Time. Location: 80 raffles place, 33-00 uob plaza 1, singapore 048624, SingaporeNew Risk • Mar 28New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: S$8.65m (US$6.44m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Negative equity (-Rp1.5t). Revenue is less than US$1m. Market cap is less than US$10m (S$8.65m market cap, or US$6.44m). Minor Risk Large one-off items impacting financial results.お知らせ • Mar 28Putera Sampoerna completed the acquisition of an unknown majority stake in PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd from Samko Timber Limited (SGX:E6R).Putera Sampoerna agreed to acquire an unknown majority stake in PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd from Samko Timber Limited (SGX:E6R) for SGD 5 million on October 2, 2024.The transaction is subject to approval of offer by target shareholders. The net proceeds from the disposal shall be utilised for general working capital and for a proposed cash distribution in connection with a proposed capital. Industrial and Commercial Bank of China Limited Singapore Branch acted as financial advisor for Samko Timber Limited. Shareholder meeting of Samko Timber Limited for approval of transaction is on February 3, 2025. The expected date of acquisition is on or before March 31, 2025. Dentons Rodyk & Davidson LLP acted as legal advisor to Samko Timber Limited and Evolve Capital Asia acted as financial advisor to Samko Timber Limited. PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd reported total assets of SGD 410.4 million as on September 30, 2024. Putera Sampoerna completed the acquisition of an unknown majority stake in PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd from Samko Timber Limited (SGX:E6R) on March 27, 2025.お知らせ • Mar 27Samko Timber Limited Announces Changes to the Composition of the Board of Directors and Board CommitteesThe Board of Directors of Samko Timber Limited announced the following changes to Board members of the Company, with effect from 27 March 2025: Mr. Riko Setyabudhy Handoko has resigned as Executive Director of the Company with effect from 27 March 2025. Following his resignation, Mr. Riko Setyabudhy Handoko has ceased to be the Executive Director and member of the Board Risk Committee of the Company. Mr. Eka Dharmajanto Kasih has resigned as Non-Independent Non-Executive Chairman of the Company with effect from 27 March 2025. Following his resignation, Mr. Eka Dharmajanto Kasih has ceased to be the Non-Independent Non-Executive Chairman and member of the Board Risk Committee of the Company. Mr. Michael Joseph Sampoerna has resigned as Non-Independent Director of the Company with effect from 27 March 2025. Following his resignation, Mr. Michael Joseph Sampoerna has ceased to be a Non-Independent Director of the Company. Mr. Timotius has resigned as Non-Independent Director of the Company with effect from 27 March 2025. Following his resignation, Mr. Michael Joseph Sampoerna has ceased to be an Independent Director, Chairman of the Nomination Committee and Board Risk Committee and a member of the Audit Committee and Remuneration Committee of the Company. Following the foregoing changes, the new composition of the Board and Board Committees with effect from 27 March 2025 shall be as follows: Board of Directors: Ms Meriana Ang (Lead Independent Director) Mr. Hadi Daryanto (Independent Director) Mr. Ito Sumardi (Independent Director). Audit Committee: Ms Meriana Ang (Chairman) Mr. Hadi Daryanto Mr. Ito Sumardi. Nomination Committee: Mr. Hadi Daryanto (Chairman) Mr. Ito Sumardi Ms Meriana Ang. Remuneration Committee: Mr. Ito Sumardi (Chairman) Ms Meriana Ang Mr. Hadi Daryanto. Board Risk Committee: Ms Meriana Ang (Chairman) Mr. Ito Sumardi Mr. Hadi Daryanto.New Risk • Mar 02New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Negative equity (-Rp1.5t). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (S$17.3m market cap, or US$12.8m).Reported Earnings • Nov 16Third quarter 2024 earnings released: Rp16.00 loss per share (vs Rp105 loss in 3Q 2023)Third quarter 2024 results: Rp16.00 loss per share (improved from Rp105 loss in 3Q 2023). Revenue: Rp603.9b (up 26% from 3Q 2023). Net loss: Rp137.2b (loss narrowed 46% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 12 percentage points per year, which is a significant difference in performance.分析記事 • Nov 13Little Excitement Around Samko Timber Limited's (SGX:E6R) Revenues As Shares Take 33% PoundingSamko Timber Limited ( SGX:E6R ) shareholders won't be pleased to see that the share price has had a very rough month...お知らせ • Oct 03Putera Sampoerna agreed to acquire an unknown majority stake in PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd from Samko Timber Limited (SGX:E6R).Putera Sampoerna agreed to acquire an unknown majority stake in PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd from Samko Timber Limited (SGX:E6R) on October 2, 2024.The transaction is subject to approval of offer by acquirer shareholders and approval of offer by target shareholders. The net proceeds from the disposal shall be utilised for general working capital and for a proposed cash distribution in connection with a proposed capital. Industrial and Commercial Bank of China Limited Singapore Branch acted as financial advisor for Samko Timber Limited.分析記事 • Sep 04Samko Timber Limited (SGX:E6R) Shares Fly 50% But Investors Aren't Buying For GrowthThe Samko Timber Limited ( SGX:E6R ) share price has done very well over the last month, posting an excellent gain of...分析記事 • Jun 13Samko Timber Limited (SGX:E6R) Stock Catapults 100% Though Its Price And Business Still Lag The IndustrySamko Timber Limited ( SGX:E6R ) shareholders have had their patience rewarded with a 100% share price jump in the last...お知らせ • May 16+ 1 more updateSamko Timber Limited Announces Changes to the Composition of the Board of Directors and Board CommitteesSamko Timber Limited announced the appointment of Meriana Ang Mei Ling as Lead Independent Director, Chairman of the Audit Committee and a member of the Nomination Committee and the Remuneration Committee with effect from 15 May 2024. Working Experience is Ms Ang started her career as auditor with CLA Global TS Holding Pte Ltd. in December 2004 and is currently practicing as a chartered accountant at CLA Global TS Public Accounting Corporation. She has close to 20 years of experience in providing assurance and other advisory services to a broad range of clients involved in trading, manufacturing, construction, property development, investment, retail, F&B, hospitality, oil and gas, healthcare, renewable energy, etc. Past and present clients include SGX listed companies, multinational corporations and non-profit organizations with operations in Singapore and outside Singapore (such as People's Republic of China, Indonesia, Myanmar, Malaysia, etc). Other DirectorShips Present: Assurance Director at CLA Global TS Public Accounting Corporation. Director Experience Details: Ms. Ang will be briefed on her roles and responsibilities as a director of a public company listed on the SGX-ST. In addition, the Company will arrange for Ms. Ang to attend training conducted by the SGX-ST or any other organisation which provides relevant training courses for directors. Professional Qualifications are Chartered Accountants, Singapore Member of Institute of Singapore Chartered Accountants Member of Association of Chartered Certified Accountants (ACCA). The composition of the Board and Board Committees shall be reconstituted as follows with effect from 15 May 2024: Board of Directors:- Mr. Riko Setyabudhy Handoko (Executive Director and Chief Executive Officer), Mr. Eka Dharmajanto Kasih (Non-Independent Non-Executive Chairman), Mr. Michael Joseph Sampoerna (Non-Independent Director), Ms Meriana Ang (Lead Independent Director), Mr. Hadi Daryanto (Independent Director), Mr. Ito Sumardi (Independent Director), Mr. Timotius (Independent Director). Audit Committee:- Ms. Meriana Ang (Chairman), Mr. Hadi Daryanto, Mr. Timotius. Nomination Committee:- Mr. Timotius (Chairman), Mr. Ito Sumardi, Ms. Meriana Ang. Remuneration Committee:- Mr. Ito Sumardi (Chairman), Ms. Meriana Ang, Mr. Timotius. Board Risk Committee:- Mr. Timotius (Chairman), Mr. Eka Dharmajanto Kasih, Mr. Riko Setyabudhy Handoko, Mr. Ito Sumardi, Mr. Hadi Daryanto.お知らせ • May 11Samko Timber Limited Announces Change of Company SecretaryThe Board of Directors of Samko Timber Limited announced the appointment of Ms. Janet Tan as Company Secretary in place of Ms. Kiar Lee Noi with effect from 10 May 2024.New Risk • May 03New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: S$8.65m (US$6.39m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Negative equity (-Rp611b). Earnings have declined by 77% per year over the past 5 years. Shareholders have been substantially diluted in the past year (259% increase in shares outstanding). Market cap is less than US$10m (S$8.65m market cap, or US$6.39m).Board Change • May 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. 3 highly experienced directors. Independent Non-Executive Director Hadi Daryanto was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 27Samko Timber Limited Announces Board and Committee ChangesSamko Timber Limited announced at its AGM held on April 26, 2024 that Mr. Ng and Mr. Munandar have also concurrently relinquished their roles in the respective Board Committees as follows: Mr. Ng, upon his retirement as the Lead Independent Director of the Company, has ceased as the Chairman of the AC, and a member of the Nomination Committee (the "NC"), Remuneration Committee (the "RC") and BRC of the Company respectively; and Mr. Munandar, upon his retirement as the Independent Director of the Company, has ceased as the Chairman of the NC and BRC, and a member of the AC and RC of the Company respectively.分析記事 • Apr 24Samko Timber Limited's (SGX:E6R) Shares Bounce 50% But Its Business Still Trails The IndustryThe Samko Timber Limited ( SGX:E6R ) share price has done very well over the last month, posting an excellent gain of...Reported Earnings • Apr 14Full year 2023 earnings released: Rp312 loss per share (vs Rp106 loss in FY 2022)Full year 2023 results: Rp312 loss per share (further deteriorated from Rp106 loss in FY 2022). Revenue: Rp2.26t (down 38% from FY 2022). Net loss: Rp752.5b (loss widened 198% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.お知らせ • Apr 12Samko Timber Limited, Annual General Meeting, Apr 26, 2024Samko Timber Limited, Annual General Meeting, Apr 26, 2024, at 14:00 Singapore Standard Time. Location: t Carlton Hotel Singapore, Empress Ballroom 1, Level 2, 76 Bras Basah Road Singapore Singapore Agenda: To receive and adopt the Directors' Statement and the Audited Financial Statements of theCompany for the financial year ended 31 December 2023 together with the Independent Auditors' Report thereon;To re-elect Mr Hadi Daryanto, a Director of the Company retiring pursuant to Article 94 of the Constitution of the Company; To note the retirement of Mr Sim Idrus Munandar, who is retiring pursuant to Article 94 of the Constitution of the Company and has decided not to offer himself for re-election at the AGM; To re-appoint Messrs BDO LLP as the Auditors of the Company and to authorise the Directors of the Company to fix their remuneration and to consider other matters.お知らせ • Mar 01Samko Timber Limited Announces Management ChangesSamko Timber Limited announced that Mr. Faisal will be appointed as Head of Operations Division in place of Mr. Rudiyanto Tan, the former Head of Operations Division. This position has been left vacant since the resignation of Mr. Rudiyanto Tan on 31 July 2023 and to be more focused on commercial effectiveness and specific market segments positioning strategy, the Commercial Division will be split into Domestic Commercial Division and International Commercial Division. Therefore, Mr. Edward Tombokan, the current Head of Commercial Division, will be retitled as the Head of International Commercial Division and Mr. Marcellus Agha Tri Prasetyo will be appointed as Head of Domestic Commercial Division. Working Experience of Marcellus Agha Tri Prasetyo: Aug. 2015-Present, PT Sumber Graha Sejahtera (Sampoerna Kayoe). Join as Channel Marketing Head later holding the position of International Sales and Marketing General Manager for various international sales region. One year holding the position of Head of Sales & Operation ARM (Distribution Company) before move to current position as Head of Domestic Commercial 2013-2015, PT. Nutrifood Indonesia, Global Business Manager for ASEAN and GCC Countries. Professional Qualifications of Marcellus Agha Tri Prasetyo: 2011, Master of Business Administration at School of Business and Management Institute of Technology Bandung (MBA ITB), Indonesia 2006, Bachelor Degree in Economic Management at Parahyangan Catholic University (UNPAR) Bandung, Indonesia. Working Experience of Faisal: 2023-Present, PT. Sumber Graha Sejahtera (Sampoerna Kayoe), Head of Operations and Production 2009-2023, PT. Sumber Graha Sejahtera (Sampoerna Kayoe), General Manager. Professional Qualifications: 1998, Financial Management, Bachelor Degree, Sekolah Tinggi Ilmu Ekonomi Indonesia, Banda Aceh, Indonesia.Reported Earnings • Mar 01Full year 2023 earnings released: Rp312 loss per share (vs Rp106 loss in FY 2022)Full year 2023 results: Rp312 loss per share (further deteriorated from Rp106 loss in FY 2022). Revenue: Rp2.26t (down 38% from FY 2022). Net loss: Rp752.5b (loss widened 198% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.New Risk • Feb 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 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 Risks Share price has been highly volatile over the past 3 months (54% average weekly change). Negative equity (-Rp84b). Earnings have declined by 78% per year over the past 5 years. Shareholders have been substantially diluted in the past year (259% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (S$25.9m market cap, or US$19.3m).分析記事 • Jan 19Samko Timber Limited's (SGX:E6R) Prospects Need A Boost To Lift SharesSamko Timber Limited's ( SGX:E6R ) price-to-sales (or "P/S") ratio of 0.1x might make it look like a buy right now...New Risk • Jan 06New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 259% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Negative equity (-Rp84b). Earnings have declined by 78% per year over the past 5 years. Shareholders have been substantially diluted in the past year (259% increase in shares outstanding). Minor Risk Market cap is less than US$100m (S$25.9m market cap, or US$19.5m).Reported Earnings • Aug 15First half 2023 earnings released: Rp103 loss per share (vs Rp2.00 profit in 1H 2022)First half 2023 results: Rp103 loss per share (down from Rp2.00 profit in 1H 2022). Revenue: Rp1.30t (down 40% from 1H 2022). Net loss: Rp247.7b (down Rp252.3b from profit in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.New Risk • Aug 13New major risk - Negative shareholders equityThe company has negative equity. Total equity: -Rp84b This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Negative equity (-Rp84b). Earnings have declined by 78% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-Rp316b). Market cap is less than US$100m (S$36.1m market cap, or US$26.7m).Reported Earnings • Apr 21Full year 2022 earnings released: Rp106 loss per share (vs Rp3.26 loss in FY 2021)Full year 2022 results: Rp106 loss per share (further deteriorated from Rp3.26 loss in FY 2021). Revenue: Rp3.62t (down 8.2% from FY 2021). Net loss: Rp252.9b (loss widened Rp245.1b from FY 2021). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Mar 02Full year 2022 earnings released: Rp75.00 loss per share (vs Rp4.73 loss in FY 2021)Full year 2022 results: Rp75.00 loss per share (further deteriorated from Rp4.73 loss in FY 2021). Revenue: Rp3.62t (down 8.1% from FY 2021). Net loss: Rp179.4b (loss widened Rp168.1b from FY 2021). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.分析記事 • Oct 17Samko Timber (SGX:E6R) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Reported Earnings • Aug 13First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up Rp18.8b from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • May 20Returns Are Gaining Momentum At Samko Timber (SGX:E6R)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Apr 16Full year 2021 earnings released: Rp5.00 loss per share (vs Rp38.65 loss in FY 2020)Full year 2021 results: Rp5.00 loss per share (up from Rp38.65 loss in FY 2020). Revenue: Rp3.94t (up 23% from FY 2020). Net loss: Rp10.9b (loss narrowed 88% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.お知らせ • Apr 15Samko Timber Limited, Annual General Meeting, Apr 29, 2022Samko Timber Limited, Annual General Meeting, Apr 29, 2022, at 11:00 Singapore Standard Time. Agenda: To consider Directors' Statement and Audited Financial Statements for the financial year ended 31 December 2021 together with the Independent Auditors' Report; to re-election of directors; to Approval of Directors' fees; to Re-appointment of Messrs Moore Stephens LLP as Auditors; to Authority to allot and issue new shares; and to Authority to issue shares under the Samko Timber Performance Share Plan.分析記事 • Mar 02Is Samko Timber (SGX:E6R) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: Rp5.00 loss per share (up from Rp38.65 loss in FY 2020). Revenue: Rp3.94t (up 23% from FY 2020). Net loss: Rp10.9b (loss narrowed 88% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.分析記事 • Sep 06Is Samko Timber (SGX:E6R) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Recent Insider Transactions • Jun 17Insider recently sold S$52k worth of stockOn the 14th of June, Tji Koh sold around 2m shares on-market at roughly S$0.035 per share. In the last 3 months, they made an even bigger sale worth S$70k. Insiders have been net sellers, collectively disposing of S$299k more than they bought in the last 12 months.分析記事 • May 24Is Samko Timber (SGX:E6R) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Executive Departure • May 05Independent & Non-Executive Director has left the companyOn the 30th of April, Ewe Lay Wee's tenure as Independent & Non-Executive Director ended after 13.4 years in the role. We don't have any record of a personal shareholding under Ewe Lay's name. Ewe Lay is the only executive to leave the company over the last 12 months.Reported Earnings • Apr 18Full year 2020 earnings released: Rp38.65 loss per share (vs Rp1.94 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: Rp3.19t (down 19% from FY 2019). Net loss: Rp92.0b (down Rp96.6b from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.分析記事 • Mar 21The Samko Timber (SGX:E6R) Share Price Is Up 217% And Shareholders Are Boasting About ItIt might be of some concern to shareholders to see the Samko Timber Limited ( SGX:E6R ) share price down 30% in the...Reported Earnings • Mar 02Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: Rp3.19t (down 19% from FY 2019). Net loss: Rp92.0b (down Rp96.6b from profit in FY 2019).Recent Insider Transactions • Feb 25Insider recently sold S$75k worth of stockOn the 23rd of February, Boon Hong Koh sold around 1m shares on-market at roughly S$0.06 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of S$177k more than they bought in the last 12 months.分析記事 • Jan 26We Like These Underlying Trends At Samko Timber (SGX:E6R)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...分析記事 • Dec 23Should We Be Delighted With Samko Timber Limited's (SGX:E6R) ROE Of 12%?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...分析記事 • Nov 26Here's Why Samko Timber (SGX:E6R) Is Weighed Down By Its Debt LoadLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...収支内訳Le tree Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SGX:E6R 収益、費用、利益 ( )IDR Millions日付収益収益G+A経費研究開発費31 Dec 25283,02551,9109,836030 Jun 25123,24969,48510,027031 Mar 2502,496,04112,003031 Dec 24053,70913,779030 Sep 24-1,206,268322,482-240,738030 Jun 24-1,303,079229,245-233,880031 Mar 24-651,53959,639-112,596031 Dec 230-59,5118,529030 Sep 232,539,941-606,912510,178030 Jun 232,762,591-505,142530,742031 Mar 233,190,534-379,015564,513031 Dec 223,618,477-252,889598,283030 Sep 223,949,540-118,662629,477030 Jun 224,280,60315,564660,671031 Mar 224,111,8833,887629,746031 Dec 213,943,162-7,790598,821030 Sep 213,689,847-65,130567,425030 Jun 213,436,531-118,959531,525031 Mar 213,315,633-105,478512,134031 Dec 203,194,734-91,997492,742030 Sep 203,150,623-43,301476,915030 Jun 203,481,2875,133475,853031 Mar 203,614,076-9,851488,547031 Dec 193,955,4954,610511,371030 Sep 194,311,038-4,634533,298030 Jun 194,428,94228,712530,013031 Mar 194,460,38952,918516,716031 Dec 184,353,75965,486534,789030 Sep 184,212,920125,401541,831030 Jun 183,884,147119,110512,306031 Mar 183,641,50075,271494,828031 Dec 173,462,56230,092463,735030 Sep 173,252,198-198,268444,059030 Jun 173,006,420-326,948435,500031 Mar 173,078,505-351,123451,453031 Dec 163,116,088-403,364462,180030 Sep 163,337,427-430,832469,114030 Jun 163,480,835-484,796497,384031 Mar 163,540,773-494,600501,436031 Dec 153,463,008-477,723485,351030 Sep 153,423,777-256,825468,668030 Jun 153,342,219-122,778447,1810質の高い収益: E6Rは 高品質の収益 を持っています。利益率の向上: E6Rの 利益率 が過去 1 年間で改善したかどうかを判断するにはデータが不十分です。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: E6R過去 5 年間で収益を上げており、収益は年間53.6%増加しています。成長の加速: E6Rは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: E6Rは過去 1 年間で収益成長率がマイナス ( -3.3% ) となったため、 Forestry業界平均 ( -2.3% ) と比較することが困難です。株主資本利益率高いROE: E6Rの 自己資本利益率 ( -20.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/06/09 08:34終値2026/06/04 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Le tree Holdings Limited 0 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。0
分析記事 • Jul 22Why Samko Timber's (SGX:E6R) Shaky Earnings Are Just The Beginning Of Its ProblemsSamko Timber Limited's ( SGX:E6R ) recent weak earnings report didn't cause a big stock movement. We think that...
お知らせ • Jun 11Samko Timber Limited to Report First Half, 2025 Results on Aug 14, 2025Samko Timber Limited announced that they will report first half, 2025 results on Aug 14, 2025
Reported Earnings • Nov 16Third quarter 2024 earnings released: Rp16.00 loss per share (vs Rp105 loss in 3Q 2023)Third quarter 2024 results: Rp16.00 loss per share (improved from Rp105 loss in 3Q 2023). Revenue: Rp603.9b (up 26% from 3Q 2023). Net loss: Rp137.2b (loss narrowed 46% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 12 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 14Full year 2023 earnings released: Rp312 loss per share (vs Rp106 loss in FY 2022)Full year 2023 results: Rp312 loss per share (further deteriorated from Rp106 loss in FY 2022). Revenue: Rp2.26t (down 38% from FY 2022). Net loss: Rp752.5b (loss widened 198% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 01Full year 2023 earnings released: Rp312 loss per share (vs Rp106 loss in FY 2022)Full year 2023 results: Rp312 loss per share (further deteriorated from Rp106 loss in FY 2022). Revenue: Rp2.26t (down 38% from FY 2022). Net loss: Rp752.5b (loss widened 198% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 15First half 2023 earnings released: Rp103 loss per share (vs Rp2.00 profit in 1H 2022)First half 2023 results: Rp103 loss per share (down from Rp2.00 profit in 1H 2022). Revenue: Rp1.30t (down 40% from 1H 2022). Net loss: Rp247.7b (down Rp252.3b from profit in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 16Le tree Holdings Limited, Annual General Meeting, Apr 30, 2026Le tree Holdings Limited, Annual General Meeting, Apr 30, 2026, at 10:00 Singapore Standard Time. Location: 80 raffl es place, 33-00 uob plaza 1 singapore 048624, Singapore
New Risk • Jan 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. 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 Risks Share price has been highly volatile over the past 3 months (55% average weekly change). High level of non-cash earnings (116% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (S$25.9m market cap, or US$20.4m).
Board Change • Jan 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. Lead Independent Director Meriana Ang is the most experienced director on the board, commencing their role in 2024. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 04High number of new and inexperienced directorsThere are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Lead Independent Director Meriana Ang is the most experienced director on the board, commencing their role in 2024. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 23Lin Yiyi entered into a sale and purchase agreement to acquire 66.91% stake in Samko Timber Limited (SGX:E6R) from Sampoerna Forestry Limited for SGD 3.1 million.Lin Yiyi entered into a sale and purchase agreement to acquire 66.91% stake in Samko Timber Limited (SGX:E6R) from Sampoerna Forestry Limited for SGD 3.1 million on July 23, 2025. In the event that the Offeror acquires not less than 90% of the total number of issued Share the Offeror will be entitled to exercise the right to compulsorily acquire all the Shares of Shareholders who have not accepted the Offer at a price equal to the Offer Price. Evolve, as the financial advisor to the Offeror for the Offer, confirms that sufficient financial resources are available to the Offeror to satisfy full acceptance of the Offer by the holders of the Offer Shares on the basis of the Offer Price. EVOLVE CAPITAL ADVISORY PRIVATE LIMITED acted as Financial advisor to Lin Yiyi.
分析記事 • Jul 22Why Samko Timber's (SGX:E6R) Shaky Earnings Are Just The Beginning Of Its ProblemsSamko Timber Limited's ( SGX:E6R ) recent weak earnings report didn't cause a big stock movement. We think that...
New Risk • Jul 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 116% 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 Risks Shares are highly illiquid. High level of non-cash earnings (116% accrual ratio). Market cap is less than US$10m (S$8.65m market cap, or US$6.73m).
お知らせ • Jun 11Samko Timber Limited to Report First Half, 2025 Results on Aug 14, 2025Samko Timber Limited announced that they will report first half, 2025 results on Aug 14, 2025
お知らせ • Apr 11Samko Timber Limited, Annual General Meeting, Apr 25, 2025Samko Timber Limited, Annual General Meeting, Apr 25, 2025, at 10:00 Singapore Standard Time. Location: 80 raffles place, 33-00 uob plaza 1, singapore 048624, Singapore
New Risk • Mar 28New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: S$8.65m (US$6.44m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Negative equity (-Rp1.5t). Revenue is less than US$1m. Market cap is less than US$10m (S$8.65m market cap, or US$6.44m). Minor Risk Large one-off items impacting financial results.
お知らせ • Mar 28Putera Sampoerna completed the acquisition of an unknown majority stake in PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd from Samko Timber Limited (SGX:E6R).Putera Sampoerna agreed to acquire an unknown majority stake in PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd from Samko Timber Limited (SGX:E6R) for SGD 5 million on October 2, 2024.The transaction is subject to approval of offer by target shareholders. The net proceeds from the disposal shall be utilised for general working capital and for a proposed cash distribution in connection with a proposed capital. Industrial and Commercial Bank of China Limited Singapore Branch acted as financial advisor for Samko Timber Limited. Shareholder meeting of Samko Timber Limited for approval of transaction is on February 3, 2025. The expected date of acquisition is on or before March 31, 2025. Dentons Rodyk & Davidson LLP acted as legal advisor to Samko Timber Limited and Evolve Capital Asia acted as financial advisor to Samko Timber Limited. PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd reported total assets of SGD 410.4 million as on September 30, 2024. Putera Sampoerna completed the acquisition of an unknown majority stake in PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd from Samko Timber Limited (SGX:E6R) on March 27, 2025.
お知らせ • Mar 27Samko Timber Limited Announces Changes to the Composition of the Board of Directors and Board CommitteesThe Board of Directors of Samko Timber Limited announced the following changes to Board members of the Company, with effect from 27 March 2025: Mr. Riko Setyabudhy Handoko has resigned as Executive Director of the Company with effect from 27 March 2025. Following his resignation, Mr. Riko Setyabudhy Handoko has ceased to be the Executive Director and member of the Board Risk Committee of the Company. Mr. Eka Dharmajanto Kasih has resigned as Non-Independent Non-Executive Chairman of the Company with effect from 27 March 2025. Following his resignation, Mr. Eka Dharmajanto Kasih has ceased to be the Non-Independent Non-Executive Chairman and member of the Board Risk Committee of the Company. Mr. Michael Joseph Sampoerna has resigned as Non-Independent Director of the Company with effect from 27 March 2025. Following his resignation, Mr. Michael Joseph Sampoerna has ceased to be a Non-Independent Director of the Company. Mr. Timotius has resigned as Non-Independent Director of the Company with effect from 27 March 2025. Following his resignation, Mr. Michael Joseph Sampoerna has ceased to be an Independent Director, Chairman of the Nomination Committee and Board Risk Committee and a member of the Audit Committee and Remuneration Committee of the Company. Following the foregoing changes, the new composition of the Board and Board Committees with effect from 27 March 2025 shall be as follows: Board of Directors: Ms Meriana Ang (Lead Independent Director) Mr. Hadi Daryanto (Independent Director) Mr. Ito Sumardi (Independent Director). Audit Committee: Ms Meriana Ang (Chairman) Mr. Hadi Daryanto Mr. Ito Sumardi. Nomination Committee: Mr. Hadi Daryanto (Chairman) Mr. Ito Sumardi Ms Meriana Ang. Remuneration Committee: Mr. Ito Sumardi (Chairman) Ms Meriana Ang Mr. Hadi Daryanto. Board Risk Committee: Ms Meriana Ang (Chairman) Mr. Ito Sumardi Mr. Hadi Daryanto.
New Risk • Mar 02New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Negative equity (-Rp1.5t). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (S$17.3m market cap, or US$12.8m).
Reported Earnings • Nov 16Third quarter 2024 earnings released: Rp16.00 loss per share (vs Rp105 loss in 3Q 2023)Third quarter 2024 results: Rp16.00 loss per share (improved from Rp105 loss in 3Q 2023). Revenue: Rp603.9b (up 26% from 3Q 2023). Net loss: Rp137.2b (loss narrowed 46% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 12 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 13Little Excitement Around Samko Timber Limited's (SGX:E6R) Revenues As Shares Take 33% PoundingSamko Timber Limited ( SGX:E6R ) shareholders won't be pleased to see that the share price has had a very rough month...
お知らせ • Oct 03Putera Sampoerna agreed to acquire an unknown majority stake in PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd from Samko Timber Limited (SGX:E6R).Putera Sampoerna agreed to acquire an unknown majority stake in PT Sumber Graha Sejahtera, Samko Trading Pte. Ltd.and Samko Forestry Pte. Ltd from Samko Timber Limited (SGX:E6R) on October 2, 2024.The transaction is subject to approval of offer by acquirer shareholders and approval of offer by target shareholders. The net proceeds from the disposal shall be utilised for general working capital and for a proposed cash distribution in connection with a proposed capital. Industrial and Commercial Bank of China Limited Singapore Branch acted as financial advisor for Samko Timber Limited.
分析記事 • Sep 04Samko Timber Limited (SGX:E6R) Shares Fly 50% But Investors Aren't Buying For GrowthThe Samko Timber Limited ( SGX:E6R ) share price has done very well over the last month, posting an excellent gain of...
分析記事 • Jun 13Samko Timber Limited (SGX:E6R) Stock Catapults 100% Though Its Price And Business Still Lag The IndustrySamko Timber Limited ( SGX:E6R ) shareholders have had their patience rewarded with a 100% share price jump in the last...
お知らせ • May 16+ 1 more updateSamko Timber Limited Announces Changes to the Composition of the Board of Directors and Board CommitteesSamko Timber Limited announced the appointment of Meriana Ang Mei Ling as Lead Independent Director, Chairman of the Audit Committee and a member of the Nomination Committee and the Remuneration Committee with effect from 15 May 2024. Working Experience is Ms Ang started her career as auditor with CLA Global TS Holding Pte Ltd. in December 2004 and is currently practicing as a chartered accountant at CLA Global TS Public Accounting Corporation. She has close to 20 years of experience in providing assurance and other advisory services to a broad range of clients involved in trading, manufacturing, construction, property development, investment, retail, F&B, hospitality, oil and gas, healthcare, renewable energy, etc. Past and present clients include SGX listed companies, multinational corporations and non-profit organizations with operations in Singapore and outside Singapore (such as People's Republic of China, Indonesia, Myanmar, Malaysia, etc). Other DirectorShips Present: Assurance Director at CLA Global TS Public Accounting Corporation. Director Experience Details: Ms. Ang will be briefed on her roles and responsibilities as a director of a public company listed on the SGX-ST. In addition, the Company will arrange for Ms. Ang to attend training conducted by the SGX-ST or any other organisation which provides relevant training courses for directors. Professional Qualifications are Chartered Accountants, Singapore Member of Institute of Singapore Chartered Accountants Member of Association of Chartered Certified Accountants (ACCA). The composition of the Board and Board Committees shall be reconstituted as follows with effect from 15 May 2024: Board of Directors:- Mr. Riko Setyabudhy Handoko (Executive Director and Chief Executive Officer), Mr. Eka Dharmajanto Kasih (Non-Independent Non-Executive Chairman), Mr. Michael Joseph Sampoerna (Non-Independent Director), Ms Meriana Ang (Lead Independent Director), Mr. Hadi Daryanto (Independent Director), Mr. Ito Sumardi (Independent Director), Mr. Timotius (Independent Director). Audit Committee:- Ms. Meriana Ang (Chairman), Mr. Hadi Daryanto, Mr. Timotius. Nomination Committee:- Mr. Timotius (Chairman), Mr. Ito Sumardi, Ms. Meriana Ang. Remuneration Committee:- Mr. Ito Sumardi (Chairman), Ms. Meriana Ang, Mr. Timotius. Board Risk Committee:- Mr. Timotius (Chairman), Mr. Eka Dharmajanto Kasih, Mr. Riko Setyabudhy Handoko, Mr. Ito Sumardi, Mr. Hadi Daryanto.
お知らせ • May 11Samko Timber Limited Announces Change of Company SecretaryThe Board of Directors of Samko Timber Limited announced the appointment of Ms. Janet Tan as Company Secretary in place of Ms. Kiar Lee Noi with effect from 10 May 2024.
New Risk • May 03New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: S$8.65m (US$6.39m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Negative equity (-Rp611b). Earnings have declined by 77% per year over the past 5 years. Shareholders have been substantially diluted in the past year (259% increase in shares outstanding). Market cap is less than US$10m (S$8.65m market cap, or US$6.39m).
Board Change • May 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. 3 highly experienced directors. Independent Non-Executive Director Hadi Daryanto was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 27Samko Timber Limited Announces Board and Committee ChangesSamko Timber Limited announced at its AGM held on April 26, 2024 that Mr. Ng and Mr. Munandar have also concurrently relinquished their roles in the respective Board Committees as follows: Mr. Ng, upon his retirement as the Lead Independent Director of the Company, has ceased as the Chairman of the AC, and a member of the Nomination Committee (the "NC"), Remuneration Committee (the "RC") and BRC of the Company respectively; and Mr. Munandar, upon his retirement as the Independent Director of the Company, has ceased as the Chairman of the NC and BRC, and a member of the AC and RC of the Company respectively.
分析記事 • Apr 24Samko Timber Limited's (SGX:E6R) Shares Bounce 50% But Its Business Still Trails The IndustryThe Samko Timber Limited ( SGX:E6R ) share price has done very well over the last month, posting an excellent gain of...
Reported Earnings • Apr 14Full year 2023 earnings released: Rp312 loss per share (vs Rp106 loss in FY 2022)Full year 2023 results: Rp312 loss per share (further deteriorated from Rp106 loss in FY 2022). Revenue: Rp2.26t (down 38% from FY 2022). Net loss: Rp752.5b (loss widened 198% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 12Samko Timber Limited, Annual General Meeting, Apr 26, 2024Samko Timber Limited, Annual General Meeting, Apr 26, 2024, at 14:00 Singapore Standard Time. Location: t Carlton Hotel Singapore, Empress Ballroom 1, Level 2, 76 Bras Basah Road Singapore Singapore Agenda: To receive and adopt the Directors' Statement and the Audited Financial Statements of theCompany for the financial year ended 31 December 2023 together with the Independent Auditors' Report thereon;To re-elect Mr Hadi Daryanto, a Director of the Company retiring pursuant to Article 94 of the Constitution of the Company; To note the retirement of Mr Sim Idrus Munandar, who is retiring pursuant to Article 94 of the Constitution of the Company and has decided not to offer himself for re-election at the AGM; To re-appoint Messrs BDO LLP as the Auditors of the Company and to authorise the Directors of the Company to fix their remuneration and to consider other matters.
お知らせ • Mar 01Samko Timber Limited Announces Management ChangesSamko Timber Limited announced that Mr. Faisal will be appointed as Head of Operations Division in place of Mr. Rudiyanto Tan, the former Head of Operations Division. This position has been left vacant since the resignation of Mr. Rudiyanto Tan on 31 July 2023 and to be more focused on commercial effectiveness and specific market segments positioning strategy, the Commercial Division will be split into Domestic Commercial Division and International Commercial Division. Therefore, Mr. Edward Tombokan, the current Head of Commercial Division, will be retitled as the Head of International Commercial Division and Mr. Marcellus Agha Tri Prasetyo will be appointed as Head of Domestic Commercial Division. Working Experience of Marcellus Agha Tri Prasetyo: Aug. 2015-Present, PT Sumber Graha Sejahtera (Sampoerna Kayoe). Join as Channel Marketing Head later holding the position of International Sales and Marketing General Manager for various international sales region. One year holding the position of Head of Sales & Operation ARM (Distribution Company) before move to current position as Head of Domestic Commercial 2013-2015, PT. Nutrifood Indonesia, Global Business Manager for ASEAN and GCC Countries. Professional Qualifications of Marcellus Agha Tri Prasetyo: 2011, Master of Business Administration at School of Business and Management Institute of Technology Bandung (MBA ITB), Indonesia 2006, Bachelor Degree in Economic Management at Parahyangan Catholic University (UNPAR) Bandung, Indonesia. Working Experience of Faisal: 2023-Present, PT. Sumber Graha Sejahtera (Sampoerna Kayoe), Head of Operations and Production 2009-2023, PT. Sumber Graha Sejahtera (Sampoerna Kayoe), General Manager. Professional Qualifications: 1998, Financial Management, Bachelor Degree, Sekolah Tinggi Ilmu Ekonomi Indonesia, Banda Aceh, Indonesia.
Reported Earnings • Mar 01Full year 2023 earnings released: Rp312 loss per share (vs Rp106 loss in FY 2022)Full year 2023 results: Rp312 loss per share (further deteriorated from Rp106 loss in FY 2022). Revenue: Rp2.26t (down 38% from FY 2022). Net loss: Rp752.5b (loss widened 198% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.
New Risk • Feb 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 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 Risks Share price has been highly volatile over the past 3 months (54% average weekly change). Negative equity (-Rp84b). Earnings have declined by 78% per year over the past 5 years. Shareholders have been substantially diluted in the past year (259% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (S$25.9m market cap, or US$19.3m).
分析記事 • Jan 19Samko Timber Limited's (SGX:E6R) Prospects Need A Boost To Lift SharesSamko Timber Limited's ( SGX:E6R ) price-to-sales (or "P/S") ratio of 0.1x might make it look like a buy right now...
New Risk • Jan 06New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 259% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Negative equity (-Rp84b). Earnings have declined by 78% per year over the past 5 years. Shareholders have been substantially diluted in the past year (259% increase in shares outstanding). Minor Risk Market cap is less than US$100m (S$25.9m market cap, or US$19.5m).
Reported Earnings • Aug 15First half 2023 earnings released: Rp103 loss per share (vs Rp2.00 profit in 1H 2022)First half 2023 results: Rp103 loss per share (down from Rp2.00 profit in 1H 2022). Revenue: Rp1.30t (down 40% from 1H 2022). Net loss: Rp247.7b (down Rp252.3b from profit in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
New Risk • Aug 13New major risk - Negative shareholders equityThe company has negative equity. Total equity: -Rp84b This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Negative equity (-Rp84b). Earnings have declined by 78% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-Rp316b). Market cap is less than US$100m (S$36.1m market cap, or US$26.7m).
Reported Earnings • Apr 21Full year 2022 earnings released: Rp106 loss per share (vs Rp3.26 loss in FY 2021)Full year 2022 results: Rp106 loss per share (further deteriorated from Rp3.26 loss in FY 2021). Revenue: Rp3.62t (down 8.2% from FY 2021). Net loss: Rp252.9b (loss widened Rp245.1b from FY 2021). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 02Full year 2022 earnings released: Rp75.00 loss per share (vs Rp4.73 loss in FY 2021)Full year 2022 results: Rp75.00 loss per share (further deteriorated from Rp4.73 loss in FY 2021). Revenue: Rp3.62t (down 8.1% from FY 2021). Net loss: Rp179.4b (loss widened Rp168.1b from FY 2021). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
分析記事 • Oct 17Samko Timber (SGX:E6R) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Reported Earnings • Aug 13First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up Rp18.8b from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • May 20Returns Are Gaining Momentum At Samko Timber (SGX:E6R)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Apr 16Full year 2021 earnings released: Rp5.00 loss per share (vs Rp38.65 loss in FY 2020)Full year 2021 results: Rp5.00 loss per share (up from Rp38.65 loss in FY 2020). Revenue: Rp3.94t (up 23% from FY 2020). Net loss: Rp10.9b (loss narrowed 88% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 15Samko Timber Limited, Annual General Meeting, Apr 29, 2022Samko Timber Limited, Annual General Meeting, Apr 29, 2022, at 11:00 Singapore Standard Time. Agenda: To consider Directors' Statement and Audited Financial Statements for the financial year ended 31 December 2021 together with the Independent Auditors' Report; to re-election of directors; to Approval of Directors' fees; to Re-appointment of Messrs Moore Stephens LLP as Auditors; to Authority to allot and issue new shares; and to Authority to issue shares under the Samko Timber Performance Share Plan.
分析記事 • Mar 02Is Samko Timber (SGX:E6R) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: Rp5.00 loss per share (up from Rp38.65 loss in FY 2020). Revenue: Rp3.94t (up 23% from FY 2020). Net loss: Rp10.9b (loss narrowed 88% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
分析記事 • Sep 06Is Samko Timber (SGX:E6R) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Recent Insider Transactions • Jun 17Insider recently sold S$52k worth of stockOn the 14th of June, Tji Koh sold around 2m shares on-market at roughly S$0.035 per share. In the last 3 months, they made an even bigger sale worth S$70k. Insiders have been net sellers, collectively disposing of S$299k more than they bought in the last 12 months.
分析記事 • May 24Is Samko Timber (SGX:E6R) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Executive Departure • May 05Independent & Non-Executive Director has left the companyOn the 30th of April, Ewe Lay Wee's tenure as Independent & Non-Executive Director ended after 13.4 years in the role. We don't have any record of a personal shareholding under Ewe Lay's name. Ewe Lay is the only executive to leave the company over the last 12 months.
Reported Earnings • Apr 18Full year 2020 earnings released: Rp38.65 loss per share (vs Rp1.94 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: Rp3.19t (down 19% from FY 2019). Net loss: Rp92.0b (down Rp96.6b from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 21The Samko Timber (SGX:E6R) Share Price Is Up 217% And Shareholders Are Boasting About ItIt might be of some concern to shareholders to see the Samko Timber Limited ( SGX:E6R ) share price down 30% in the...
Reported Earnings • Mar 02Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: Rp3.19t (down 19% from FY 2019). Net loss: Rp92.0b (down Rp96.6b from profit in FY 2019).
Recent Insider Transactions • Feb 25Insider recently sold S$75k worth of stockOn the 23rd of February, Boon Hong Koh sold around 1m shares on-market at roughly S$0.06 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of S$177k more than they bought in the last 12 months.
分析記事 • Jan 26We Like These Underlying Trends At Samko Timber (SGX:E6R)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
分析記事 • Dec 23Should We Be Delighted With Samko Timber Limited's (SGX:E6R) ROE Of 12%?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
分析記事 • Nov 26Here's Why Samko Timber (SGX:E6R) Is Weighed Down By Its Debt LoadLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...