View Future GrowthAssociated Oxygen 과거 순이익 실적과거 기준 점검 0/6지난 몇 년간 Associated Oxygen 의 실적에 대한 데이터가 부족합니다.핵심 정보n/a순이익 성장률n/a주당순이익(EPS) 성장률Chemicals 산업 성장률6.09%매출 성장률n/a자기자본이익률n/a순이익률n/a최근 순이익 업데이트31 Mar 2023최근 과거 실적 업데이트공지 • Dec 29Associated Oxygen Limited to Report Q4, 2023 Results on Jan 04, 2024Associated Oxygen Limited announced that they will report Q4, 2023 results on Jan 04, 2024Reported Earnings • Jun 02Third quarter 2023 earnings released: EPS: ৳0.52 (vs ৳0.46 in 3Q 2022)Third quarter 2023 results: EPS: ৳0.52 (up from ৳0.46 in 3Q 2022). Revenue: ৳150.1m (up 8.5% from 3Q 2022). Net income: ৳56.8m (up 12% from 3Q 2022). Profit margin: 38% (up from 37% in 3Q 2022). The increase in margin was driven by higher revenue.공지 • May 23Associated Oxygen Limited to Report Q3, 2023 Results on May 25, 2023Associated Oxygen Limited announced that they will report Q3, 2023 results on May 25, 2023Reported Earnings • Dec 15First quarter 2023 earnings released: EPS: ৳0.41 (vs ৳0.46 in 1Q 2022)First quarter 2023 results: EPS: ৳0.41 (down from ৳0.46 in 1Q 2022). Revenue: ৳120.5m (down 14% from 1Q 2022). Net income: ৳45.3m (down 10.0% from 1Q 2022). Profit margin: 38% (up from 36% in 1Q 2022). The increase in margin was driven by lower expenses.Reported Earnings • Feb 09Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.45 (down from ৳0.51 in 2Q 2021). Revenue: ৳134.7m (down 7.0% from 2Q 2021). Net income: ৳45.8m (down 17% from 2Q 2021). Profit margin: 34% (down from 38% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates.Reported Earnings • Nov 26First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.49 (down from ৳0.50 in 1Q 2021). Revenue: ৳140.3m (up 9.5% from 1Q 2021). Net income: ৳50.3m (up 16% from 1Q 2021). Profit margin: 36% (up from 34% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.모든 업데이트 보기Recent updatesNew Risk • Sep 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bangladeshi stocks, typically moving 8.9% 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 Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Share price has been highly volatile over the past 3 months (8.9% average weekly change). Revenue has declined by 10% over the past year. Minor Risks Revenue is less than US$5m (৳500m revenue, or US$4.2m). Market cap is less than US$100m (৳1.69b market cap, or US$14.1m).Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ৳16.90, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 30x in the Chemicals industry in Bangladesh. Total loss to shareholders of 68% over the past three years.New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Revenue has declined by 10% over the past year. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.2m). Market cap is less than US$100m (৳1.98b market cap, or US$16.8m).Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ৳20.50, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total loss to shareholders of 53% over the past three years.New Risk • Jun 01New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended March 2023. This is considered a major 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. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Revenue has declined by 10% over the past year. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.3m). Market cap is less than US$100m (৳2.11b market cap, or US$18.0m).New Risk • Mar 31New major risk - Revenue and earnings growthRevenue has declined by 10% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 10% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Share price has been volatile over the past 3 months (7.7% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.5m). Market cap is less than US$100m (৳2.69b market cap, or US$24.4m).New Risk • Mar 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 7.5% 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 Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Share price has been volatile over the past 3 months (7.5% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.6m). Market cap is less than US$100m (৳3.18b market cap, or US$29.0m).Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ৳30.50, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 31x in the Chemicals industry in Bangladesh. Total loss to shareholders of 23% over the past three years.Upcoming Dividend • Jan 21Upcoming dividend of ৳0.10 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 January 2024. Payment date: 19 March 2024. Trailing yield: 2.7%. Lower than top quartile of Bangladeshi dividend payers (3.3%). Higher than average of industry peers (2.1%).공지 • Jan 09+ 1 more updateAssociated Oxygen Limited, Annual General Meeting, Feb 18, 2024Associated Oxygen Limited, Annual General Meeting, Feb 18, 2024, at 15:00 Bangladesh Standard Time.공지 • Dec 29Associated Oxygen Limited to Report Q4, 2023 Results on Jan 04, 2024Associated Oxygen Limited announced that they will report Q4, 2023 results on Jan 04, 2024New Risk • Dec 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 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: Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Paying a dividend despite having no free cash flows. Revenue is less than US$5m (৳500m revenue, or US$4.6m). Market cap is less than US$100m (৳4.01b market cap, or US$36.5m).Board Change • Oct 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Jun 02Third quarter 2023 earnings released: EPS: ৳0.52 (vs ৳0.46 in 3Q 2022)Third quarter 2023 results: EPS: ৳0.52 (up from ৳0.46 in 3Q 2022). Revenue: ৳150.1m (up 8.5% from 3Q 2022). Net income: ৳56.8m (up 12% from 3Q 2022). Profit margin: 38% (up from 37% in 3Q 2022). The increase in margin was driven by higher revenue.공지 • May 23Associated Oxygen Limited to Report Q3, 2023 Results on May 25, 2023Associated Oxygen Limited announced that they will report Q3, 2023 results on May 25, 2023Reported Earnings • Dec 15First quarter 2023 earnings released: EPS: ৳0.41 (vs ৳0.46 in 1Q 2022)First quarter 2023 results: EPS: ৳0.41 (down from ৳0.46 in 1Q 2022). Revenue: ৳120.5m (down 14% from 1Q 2022). Net income: ৳45.3m (down 10.0% from 1Q 2022). Profit margin: 38% (up from 36% in 1Q 2022). The increase in margin was driven by lower expenses.Upcoming Dividend • Nov 24Upcoming dividend of ৳1.00 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 29 January 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Bangladeshi dividend payers (3.8%). Higher than average of industry peers (2.4%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공지 • Nov 09Associated Oxygen Limited Recommends Cash Dividend PaymentAssociated Oxygen Limited has recommended 10% Cash dividend for general shareholders only excluding sponsors and directors for the year ended June 30, 2022. Sponsors and directors hold 3,36,55,905 shares out of total 10,97,82,000 shares and cash dividend payable to general shareholders is Tk. 7,61,26,095.00.Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳44.70, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 26x in the Chemicals industry in Bangladesh. Total loss to shareholders of 16% over the past year.Buying Opportunity • Apr 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.7%. The fair value is estimated to be ৳47.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be ৳47.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳44.50, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total returns to shareholders of 24% over the past year.Reported Earnings • Feb 09Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.45 (down from ৳0.51 in 2Q 2021). Revenue: ৳134.7m (down 7.0% from 2Q 2021). Net income: ৳45.8m (down 17% from 2Q 2021). Profit margin: 34% (down from 38% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates.Reported Earnings • Nov 26First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.49 (down from ৳0.50 in 1Q 2021). Revenue: ৳140.3m (up 9.5% from 1Q 2021). Net income: ৳50.3m (up 16% from 1Q 2021). Profit margin: 36% (up from 34% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.Upcoming Dividend • Nov 21Upcoming dividend of ৳0.50 per shareEligible shareholders must have bought the stock before 28 November 2021. Payment date: 23 January 2022. Trailing yield: 1.1%. Lower than top quartile of Bangladeshi dividend payers (2.9%). Lower than average of industry peers (2.0%).Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳61.00, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 35x in the Chemicals industry in Bangladesh.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳55.10, the stock trades at a trailing P/E ratio of 26x. Average trailing P/E is 33x in the Chemicals industry in Bangladesh.Reported Earnings • Jun 05Third quarter 2021 earnings released: EPS ৳0.54 (vs ৳0.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ৳147.1m (up 13% from 3Q 2020). Net income: ৳55.3m (up 36% from 3Q 2020). Profit margin: 38% (up from 31% in 3Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to ৳47.20, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 33x in the Chemicals industry in Bangladesh.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to ৳40.20, the stock is trading at a trailing P/E ratio of 20.7x, up from the previous P/E ratio of 18x. This compares to an average P/E of 34x in the Chemicals industry in Bangladesh.Is New 90 Day High Low • Feb 23New 90-day low: ৳34.90The company is down 35% from its price of ৳53.98 on 24 November 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ৳37.00, the stock is trading at a trailing P/E ratio of 19x, down from the previous P/E ratio of 22.6x. This compares to an average P/E of 33x in the Chemicals industry in Bangladesh.Reported Earnings • Feb 03Second quarter 2021 earnings released: EPS ৳0.55 (vs ৳0.41 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ৳144.8m (up 17% from 2Q 2020). Net income: ৳54.9m (up 51% from 2Q 2020). Profit margin: 38% (up from 29% in 2Q 2020). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Feb 03New 90-day low: ৳39.10The company is down 16% from its price of ৳46.48 on 05 November 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ৳44.10, the stock is trading at a trailing P/E ratio of 22.1x, down from the previous P/E ratio of 26.5x. This compares to an average P/E of 37x in the Chemicals industry in Bangladesh.Reported Earnings • Dec 12First quarter 2021 earnings released: EPS ৳0.55The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ৳128.1m (up 10.0% from 1Q 2020). Net income: ৳43.6m (up 30% from 1Q 2020). Profit margin: 34% (up from 29% in 1Q 2020). The increase in margin was driven by higher revenue.공지 • Nov 06Associated Oxygen Limited, Annual General Meeting, Dec 22, 2020Associated Oxygen Limited, Annual General Meeting, Dec 22, 2020, at 15:30 Bangladesh Standard Time. Agenda: To approve dividend.매출 및 비용 세부 내역Associated Oxygen가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DSE:AOL 매출, 비용 및 순이익 (BDT Millions)날짜매출순이익일반관리비연구개발비31 Mar 2350017578031 Dec 2248916979030 Sep 2251317881030 Jun 2253318384031 Mar 2255720892031 Dec 2156621392030 Sep 2157622293030 Jun 2156421592031 Mar 2144419782031 Dec 2042717478030 Sep 2040616076030 Jun 2039415076031 Mar 2049613282031 Dec 1946113079030 Sep 1942711675030 Jun 1940110971031 Mar 1935010564031 Dec 183309560030 Sep 1832110155030 Jun 1831110750030 Jun 172698644030 Jun 162266839030 Jun 1519360350양질의 수익: AOL가 고품질 수익을 갖고 있는지 판단하기에는 데이터가 부족합니다.이익 마진 증가: 지난 1년 동안 AOL의 이익률이 개선되었는지 판단하기에 데이터가 부족합니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 지난 5년 동안 AOL의 연간 수익 성장률이 양(+)이었는지 판단하기에 데이터가 부족합니다.성장 가속화: AOL의 지난해 수익 성장률을 5년 평균과 비교하기에 데이터가 부족합니다.수익 대 산업: AOL의 지난 해 수익 증가율이 Chemicals 업계 평균을 상회했는지 판단하기에 데이터가 부족합니다.자기자본이익률높은 ROE: AOL는 현재 수익성이 없으므로 자본 수익률이 음수(0%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 05:48종가2026/05/07 00:00수익2023/03/31연간 수익2022/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Associated Oxygen Limited는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
공지 • Dec 29Associated Oxygen Limited to Report Q4, 2023 Results on Jan 04, 2024Associated Oxygen Limited announced that they will report Q4, 2023 results on Jan 04, 2024
Reported Earnings • Jun 02Third quarter 2023 earnings released: EPS: ৳0.52 (vs ৳0.46 in 3Q 2022)Third quarter 2023 results: EPS: ৳0.52 (up from ৳0.46 in 3Q 2022). Revenue: ৳150.1m (up 8.5% from 3Q 2022). Net income: ৳56.8m (up 12% from 3Q 2022). Profit margin: 38% (up from 37% in 3Q 2022). The increase in margin was driven by higher revenue.
공지 • May 23Associated Oxygen Limited to Report Q3, 2023 Results on May 25, 2023Associated Oxygen Limited announced that they will report Q3, 2023 results on May 25, 2023
Reported Earnings • Dec 15First quarter 2023 earnings released: EPS: ৳0.41 (vs ৳0.46 in 1Q 2022)First quarter 2023 results: EPS: ৳0.41 (down from ৳0.46 in 1Q 2022). Revenue: ৳120.5m (down 14% from 1Q 2022). Net income: ৳45.3m (down 10.0% from 1Q 2022). Profit margin: 38% (up from 36% in 1Q 2022). The increase in margin was driven by lower expenses.
Reported Earnings • Feb 09Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.45 (down from ৳0.51 in 2Q 2021). Revenue: ৳134.7m (down 7.0% from 2Q 2021). Net income: ৳45.8m (down 17% from 2Q 2021). Profit margin: 34% (down from 38% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates.
Reported Earnings • Nov 26First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.49 (down from ৳0.50 in 1Q 2021). Revenue: ৳140.3m (up 9.5% from 1Q 2021). Net income: ৳50.3m (up 16% from 1Q 2021). Profit margin: 36% (up from 34% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.
New Risk • Sep 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bangladeshi stocks, typically moving 8.9% 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 Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Share price has been highly volatile over the past 3 months (8.9% average weekly change). Revenue has declined by 10% over the past year. Minor Risks Revenue is less than US$5m (৳500m revenue, or US$4.2m). Market cap is less than US$100m (৳1.69b market cap, or US$14.1m).
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ৳16.90, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 30x in the Chemicals industry in Bangladesh. Total loss to shareholders of 68% over the past three years.
New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Revenue has declined by 10% over the past year. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.2m). Market cap is less than US$100m (৳1.98b market cap, or US$16.8m).
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ৳20.50, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total loss to shareholders of 53% over the past three years.
New Risk • Jun 01New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended March 2023. This is considered a major 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. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Revenue has declined by 10% over the past year. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.3m). Market cap is less than US$100m (৳2.11b market cap, or US$18.0m).
New Risk • Mar 31New major risk - Revenue and earnings growthRevenue has declined by 10% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 10% over the past year. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Share price has been volatile over the past 3 months (7.7% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.5m). Market cap is less than US$100m (৳2.69b market cap, or US$24.4m).
New Risk • Mar 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 7.5% 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 Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Share price has been volatile over the past 3 months (7.5% average weekly change). Revenue is less than US$5m (৳500m revenue, or US$4.6m). Market cap is less than US$100m (৳3.18b market cap, or US$29.0m).
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ৳30.50, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 31x in the Chemicals industry in Bangladesh. Total loss to shareholders of 23% over the past three years.
Upcoming Dividend • Jan 21Upcoming dividend of ৳0.10 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 January 2024. Payment date: 19 March 2024. Trailing yield: 2.7%. Lower than top quartile of Bangladeshi dividend payers (3.3%). Higher than average of industry peers (2.1%).
공지 • Jan 09+ 1 more updateAssociated Oxygen Limited, Annual General Meeting, Feb 18, 2024Associated Oxygen Limited, Annual General Meeting, Feb 18, 2024, at 15:00 Bangladesh Standard Time.
공지 • Dec 29Associated Oxygen Limited to Report Q4, 2023 Results on Jan 04, 2024Associated Oxygen Limited announced that they will report Q4, 2023 results on Jan 04, 2024
New Risk • Dec 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 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: Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Paying a dividend despite having no free cash flows. Revenue is less than US$5m (৳500m revenue, or US$4.6m). Market cap is less than US$100m (৳4.01b market cap, or US$36.5m).
Board Change • Oct 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Jun 02Third quarter 2023 earnings released: EPS: ৳0.52 (vs ৳0.46 in 3Q 2022)Third quarter 2023 results: EPS: ৳0.52 (up from ৳0.46 in 3Q 2022). Revenue: ৳150.1m (up 8.5% from 3Q 2022). Net income: ৳56.8m (up 12% from 3Q 2022). Profit margin: 38% (up from 37% in 3Q 2022). The increase in margin was driven by higher revenue.
공지 • May 23Associated Oxygen Limited to Report Q3, 2023 Results on May 25, 2023Associated Oxygen Limited announced that they will report Q3, 2023 results on May 25, 2023
Reported Earnings • Dec 15First quarter 2023 earnings released: EPS: ৳0.41 (vs ৳0.46 in 1Q 2022)First quarter 2023 results: EPS: ৳0.41 (down from ৳0.46 in 1Q 2022). Revenue: ৳120.5m (down 14% from 1Q 2022). Net income: ৳45.3m (down 10.0% from 1Q 2022). Profit margin: 38% (up from 36% in 1Q 2022). The increase in margin was driven by lower expenses.
Upcoming Dividend • Nov 24Upcoming dividend of ৳1.00 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 29 January 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Bangladeshi dividend payers (3.8%). Higher than average of industry peers (2.4%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공지 • Nov 09Associated Oxygen Limited Recommends Cash Dividend PaymentAssociated Oxygen Limited has recommended 10% Cash dividend for general shareholders only excluding sponsors and directors for the year ended June 30, 2022. Sponsors and directors hold 3,36,55,905 shares out of total 10,97,82,000 shares and cash dividend payable to general shareholders is Tk. 7,61,26,095.00.
Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳44.70, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 26x in the Chemicals industry in Bangladesh. Total loss to shareholders of 16% over the past year.
Buying Opportunity • Apr 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.7%. The fair value is estimated to be ৳47.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Nasima Chowdhury was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be ৳47.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳44.50, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 28x in the Chemicals industry in Bangladesh. Total returns to shareholders of 24% over the past year.
Reported Earnings • Feb 09Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.45 (down from ৳0.51 in 2Q 2021). Revenue: ৳134.7m (down 7.0% from 2Q 2021). Net income: ৳45.8m (down 17% from 2Q 2021). Profit margin: 34% (down from 38% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates.
Reported Earnings • Nov 26First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.49 (down from ৳0.50 in 1Q 2021). Revenue: ৳140.3m (up 9.5% from 1Q 2021). Net income: ৳50.3m (up 16% from 1Q 2021). Profit margin: 36% (up from 34% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.
Upcoming Dividend • Nov 21Upcoming dividend of ৳0.50 per shareEligible shareholders must have bought the stock before 28 November 2021. Payment date: 23 January 2022. Trailing yield: 1.1%. Lower than top quartile of Bangladeshi dividend payers (2.9%). Lower than average of industry peers (2.0%).
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳61.00, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 35x in the Chemicals industry in Bangladesh.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳55.10, the stock trades at a trailing P/E ratio of 26x. Average trailing P/E is 33x in the Chemicals industry in Bangladesh.
Reported Earnings • Jun 05Third quarter 2021 earnings released: EPS ৳0.54 (vs ৳0.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ৳147.1m (up 13% from 3Q 2020). Net income: ৳55.3m (up 36% from 3Q 2020). Profit margin: 38% (up from 31% in 3Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to ৳47.20, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 33x in the Chemicals industry in Bangladesh.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to ৳40.20, the stock is trading at a trailing P/E ratio of 20.7x, up from the previous P/E ratio of 18x. This compares to an average P/E of 34x in the Chemicals industry in Bangladesh.
Is New 90 Day High Low • Feb 23New 90-day low: ৳34.90The company is down 35% from its price of ৳53.98 on 24 November 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ৳37.00, the stock is trading at a trailing P/E ratio of 19x, down from the previous P/E ratio of 22.6x. This compares to an average P/E of 33x in the Chemicals industry in Bangladesh.
Reported Earnings • Feb 03Second quarter 2021 earnings released: EPS ৳0.55 (vs ৳0.41 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ৳144.8m (up 17% from 2Q 2020). Net income: ৳54.9m (up 51% from 2Q 2020). Profit margin: 38% (up from 29% in 2Q 2020). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Feb 03New 90-day low: ৳39.10The company is down 16% from its price of ৳46.48 on 05 November 2020. The Bangladeshi market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ৳44.10, the stock is trading at a trailing P/E ratio of 22.1x, down from the previous P/E ratio of 26.5x. This compares to an average P/E of 37x in the Chemicals industry in Bangladesh.
Reported Earnings • Dec 12First quarter 2021 earnings released: EPS ৳0.55The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ৳128.1m (up 10.0% from 1Q 2020). Net income: ৳43.6m (up 30% from 1Q 2020). Profit margin: 34% (up from 29% in 1Q 2020). The increase in margin was driven by higher revenue.
공지 • Nov 06Associated Oxygen Limited, Annual General Meeting, Dec 22, 2020Associated Oxygen Limited, Annual General Meeting, Dec 22, 2020, at 15:30 Bangladesh Standard Time. Agenda: To approve dividend.