View ValuationHE Group Berhad 향후 성장Future 기준 점검 3/6HE Group Berhad (는) 각각 연간 16.5% 및 15.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.4% 로 예상됩니다.핵심 정보16.5%이익 성장률16.97%EPS 성장률Construction 이익 성장22.1%매출 성장률15.6%향후 자기자본이익률17.37%애널리스트 커버리지Low마지막 업데이트22 Jun 2026최근 향후 성장 업데이트Price Target Changed • Jun 23Price target increased by 19% to RM0.59Up from RM0.50, the current price target is an average from 2 analysts. New target price is 18% above last closing price of RM0.51. Stock is up 74% over the past year. The company is forecast to post earnings per share of RM0.04 for next year compared to RM0.025 last year.Major Estimate Revision • Mar 05Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM178.4m to RM152.5m. EPS estimate fell from RM0.032 to RM0.031 per share. Net income forecast to grow 22% next year vs 22% growth forecast for Construction industry in Malaysia. Consensus price target down from RM0.47 to RM0.46. Share price fell 7.7% to RM0.30 over the past week.모든 업데이트 보기Recent updates분석 기사 • Jun 26Is Now An Opportune Moment To Examine HE Group Berhad (KLSE:HEGROUP)?HE Group Berhad ( KLSE:HEGROUP ), is not the largest company out there, but it received a lot of attention from a...분석 기사 • Jun 26Analyst Forecasts For HE Group Berhad (KLSE:HEGROUP) Are Surging HigherHE Group Berhad ( KLSE:HEGROUP ) shareholders will have a reason to smile today, with the analysts making substantial...Price Target Changed • Jun 23Price target increased by 19% to RM0.59Up from RM0.50, the current price target is an average from 2 analysts. New target price is 18% above last closing price of RM0.51. Stock is up 74% over the past year. The company is forecast to post earnings per share of RM0.04 for next year compared to RM0.025 last year.New Risk • Jun 01New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (66% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (RM206.8m market cap, or US$52.1m).Reported Earnings • May 20First quarter 2026 earnings released: EPS: RM0.006 (vs RM0.007 in 1Q 2025)First quarter 2026 results: EPS: RM0.006 (down from RM0.007 in 1Q 2025). Revenue: RM26.2m (down 17% from 1Q 2025). Net income: RM2.56m (down 11% from 1Q 2025). Profit margin: 9.8% (in line with 1Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Construction industry in Malaysia.공고 • Apr 29HE Group Berhad, Annual General Meeting, Jun 19, 2026HE Group Berhad, Annual General Meeting, Jun 19, 2026, at 10:00 Singapore Standard Time. Location: greens iii sports wing, tropicana golf & country resort, jalan kelab tropicana, 47410 petaling jaya, selangor darul ehsan, MalaysiaUpcoming Dividend • Mar 24Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Malaysian dividend payers (5.5%). Lower than average of industry peers (3.0%).Major Estimate Revision • Mar 05Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM178.4m to RM152.5m. EPS estimate fell from RM0.032 to RM0.031 per share. Net income forecast to grow 22% next year vs 22% growth forecast for Construction industry in Malaysia. Consensus price target down from RM0.47 to RM0.46. Share price fell 7.7% to RM0.30 over the past week.Reported Earnings • Feb 28Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.025 (down from RM0.031 in FY 2024). Revenue: RM123.3m (down 40% from FY 2024). Net income: RM11.0m (down 19% from FY 2024). Profit margin: 8.9% (up from 6.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Construction industry in Malaysia.Buy Or Sell Opportunity • Feb 05Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to RM0.31. The fair value is estimated to be RM0.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.분석 기사 • Dec 29HE Group Berhad (KLSE:HEGROUP) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 11.6x HE Group Berhad ( KLSE:HEGROUP ) may be sending bullish signals at...Buy Or Sell Opportunity • Dec 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to RM0.32. The fair value is estimated to be RM0.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.분석 기사 • Dec 02Estimating The Intrinsic Value Of HE Group Berhad (KLSE:HEGROUP)Key Insights HE Group Berhad's estimated fair value is RM0.40 based on 2 Stage Free Cash Flow to Equity With RM0.32...Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: RM0.008 (vs RM0.011 in 3Q 2024)Third quarter 2025 results: EPS: RM0.008 (down from RM0.011 in 3Q 2024). Revenue: RM32.3m (down 45% from 3Q 2024). Net income: RM3.44m (down 26% from 3Q 2024). Profit margin: 11% (up from 7.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Construction industry in Malaysia.Buy Or Sell Opportunity • Oct 14Now 22% undervaluedOver the last 90 days, the stock has risen 11% to RM0.41. The fair value is estimated to be RM0.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last year. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: RM0.007 (vs RM0.011 in 2Q 2024)Second quarter 2025 results: EPS: RM0.007 (down from RM0.011 in 2Q 2024). Revenue: RM32.0m (down 46% from 2Q 2024). Net income: RM3.16m (down 32% from 2Q 2024). Profit margin: 9.9% (up from 7.8% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Construction industry in Malaysia.분석 기사 • Aug 01Why The 31% Return On Capital At HE Group Berhad (KLSE:HEGROUP) Should Have Your AttentionWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...분석 기사 • May 26HE Group Berhad's (KLSE:HEGROUP) Earnings Seem To Be PromisingDespite posting healthy earnings, HE Group Berhad's ( KLSE:HEGROUP ) stock has been quite weak. Our analysis suggests...Reported Earnings • May 21First quarter 2025 earnings released: EPS: RM0.007 (vs RM0.008 in 1Q 2024)First quarter 2025 results: EPS: RM0.007. Revenue: RM31.5m (down 28% from 1Q 2024). Net income: RM2.89m (up 8.4% from 1Q 2024). Profit margin: 9.2% (up from 6.0% in 1Q 2024). The increase in margin was driven by lower expenses.Declared Dividend • May 01Dividend increased to RM0.0045Dividend of RM0.0045 is 13% higher than last year. Ex-date: 7th July 2025 Payment date: 22nd July 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (12% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 86% to shift the payout ratio to a potentially unsustainable range, which is more than the 55% EPS decline seen over the last 5 years.공고 • Apr 29HE Group Berhad, Annual General Meeting, Jun 17, 2025HE Group Berhad, Annual General Meeting, Jun 17, 2025, at 10:00 Singapore Standard Time. Location: greens iii sports wing, tropicana golf & country resort, jalan kelab tropicana, 47410 petaling jaya, selangor darul ehsan, Malaysia분석 기사 • Apr 09HE Group Berhad (KLSE:HEGROUP) Looks Inexpensive After Falling 30% But Perhaps Not Attractive EnoughTo the annoyance of some shareholders, HE Group Berhad ( KLSE:HEGROUP ) shares are down a considerable 30% in the last...분석 기사 • Mar 26Shareholders Would Enjoy A Repeat Of HE Group Berhad's (KLSE:HEGROUP) Recent Growth In ReturnsFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • Mar 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (RM149.6m market cap, or US$33.8m).Reported Earnings • Feb 18Full year 2024 earnings released: EPS: RM0.031 (vs RM0.031 in FY 2023)Full year 2024 results: EPS: RM0.031 (in line with FY 2023). Revenue: RM206.9m (up 1.3% from FY 2023). Net income: RM13.7m (up 25% from FY 2023). Profit margin: 6.6% (up from 5.4% in FY 2023).분석 기사 • Feb 03HE Group Berhad's (KLSE:HEGROUP) 28% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioThe HE Group Berhad ( KLSE:HEGROUP ) share price has fared very poorly over the last month, falling by a substantial...분석 기사 • Nov 25HE Group Berhad (KLSE:HEGROUP) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfHE Group Berhad's ( KLSE:HEGROUP ) robust earnings report didn't manage to move the market for its stock. Our analysis...Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: RM0.011 (vs RM0.008 in 3Q 2023)Third quarter 2024 results: EPS: RM0.011 (up from RM0.008 in 3Q 2023). Revenue: RM58.9m (up 34% from 3Q 2023). Net income: RM4.62m (up 74% from 3Q 2023). Profit margin: 7.8% (up from 6.0% in 3Q 2023). The increase in margin was driven by higher revenue.New Risk • Nov 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Market cap is less than US$100m (RM237.6m market cap, or US$53.1m).공고 • Sep 05HE Group Berhad Appoints Tang Kok Wai as Executive DirectorHE Group Berhad announced the appointment of MR TANG KOK WAI as Executive Director. Age 47, Date of change 02 September 2024. Qualifications Degree Electrical & Electronic Engineering Universiti Teknologi Malaysia, Diploma Electrical Engineering (Power Electronics and Control) Port Dickson Polytechnic. Working experience and occupation Mr. Tang Kok Wai began his career in 1997 as a Quality Technician at Siemens Components (Advanced Technology) Sdn. Bhd., shortly after obtaining his Certificate in Electrical Engineering (Power). After leaving Siemens Components (Advanced Technology) Sdn. Bhd. in 1997 to further his studies, he completed a Diploma in Electrical Engineering (Power Electronics and Control) in 1998. He then joined Techsu Steel Corporation Sdn. Bhd. in 1999 as a Technician, focusing on cold roll machines, before leaving in 2000 to pursue a Bachelor Degree in Electrical & Electronic Engineering, which he obtained from Universiti Teknologi Malaysia in 2004. Following graduation, Mr. Tang worked at Hexatech Sdn. Bhd. (now Galaxy Quantum Vision Sdn. Bhd.) as a Project Engineer, and was promoted to Assistant Manager in 2005. He moved to Hexatech Building Services Sdn. Bhd. (now Helios Energy International Sdn. Bhd.) in 2007, initially as an Assistant Manager and later as Project Manager in 2008. In 2012, he joined Hexatech Energy Consolidated Sdn. Bhd. as a Project Director but returned to Hexatech Building Services Sdn. Bhd. as a director later that year. He rejoined Hexatech Energy Consolidated Sdn. Bhd. in 2017, was seconded to Hexatech Engineering Sdn. Bhd. in 2021, and officially joined Hexatech Engineering Sdn. Bhd. as a Project Director in 2022. As of 2023, he is the Project and Technical Director of the Group, overseeing engineering and technical aspects of its projects.분석 기사 • Aug 06HE Group Berhad (KLSE:HEGROUP) May Have Run Too Fast Too Soon With Recent 32% Price PlummetHE Group Berhad ( KLSE:HEGROUP ) shares have had a horrible month, losing 32% after a relatively good period...분석 기사 • Jun 22Earnings Not Telling The Story For HE Group Berhad (KLSE:HEGROUP) After Shares Rise 29%HE Group Berhad ( KLSE:HEGROUP ) shareholders have had their patience rewarded with a 29% share price jump in the last...분석 기사 • May 07Not Many Are Piling Into HE Group Berhad (KLSE:HEGROUP) Just YetThere wouldn't be many who think HE Group Berhad's ( KLSE:HEGROUP ) price-to-sales (or "P/S") ratio of 1.1x is worth a...공고 • May 01HE Group Berhad, Annual General Meeting, Jun 21, 2024HE Group Berhad, Annual General Meeting, Jun 21, 2024, at 15:00 Singapore Standard Time. Location: Tricor Business Centre, Gemilang Room, Unit 29-01, Level 29, Tower A, Vertical Business Suite, Avenue 3, Bangsar South, No. 8, Jalan Kerinchi, Wilayah Persekutuan Kuala Lumpur Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 31 December 2023 together with the Reports of the Directors and Auditors thereon; To approve the payment of a Final Dividend of 0.40 sen per ordinary share for the financial year ended 31 December 2023; To approve the payment of Directors' fees and/or benefits of up to RM300,000 for the period commencing from the date of listing on 30 January 2024 until the next Annual General Meeting of the Company; To re-elect Datuk Christopher Wan Soo Kee as a Director of the Company; and to discuss other matters.Reported Earnings • Feb 24Full year 2023 earnings released: EPS: RM0.031 (vs RM6.17 in FY 2022)Full year 2023 results: EPS: RM0.031. Revenue: RM204.4m (up 90% from FY 2022). Net income: RM10.9m (up 77% from FY 2022). Profit margin: 5.3% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses.공고 • Feb 23HE Group Berhad Proposes Final Dividend for the Financial Year Ended 31 December 2023HE Group Berhad announced that the Board of Directors has recommended a Final Dividend of 0.40 sen per ordinary share in respect of the financial year ended 31 December 2023. The proposed dividend is subject to the approval of the shareholders of the Company at the forthcoming Annual General Meeting.Board Change • Jan 30High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Christine Toh is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.이익 및 매출 성장 예측KLSE:HEGROUP - 애널리스트 향후 추정치 및 과거 재무 데이터 (MYR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028207191720212/31/2027210191619212/31/2026198186923/31/20261181188N/A12/31/20251231167N/A9/30/2025130131313N/A6/30/2025157141313N/A3/31/2025174151616N/A12/31/2024207141314N/A9/30/20242171345N/A12/31/2023204111314N/A12/31/2022108689N/A12/31/2021100444N/A12/31/2020312-6-6N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: HEGROUP 의 연간 예상 수익 증가율(16.5%)이 saving rate(3.8%)보다 높습니다.수익 vs 시장: HEGROUP 의 연간 수익(16.5%)이 MY 시장(9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: HEGROUP 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: HEGROUP 의 수익(연간 15.6%)이 MY 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: HEGROUP 의 수익(연간 15.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: HEGROUP의 자본 수익률은 3년 후 17.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/17 17:56종가2026/07/17 00:00수익2026/03/31연간 수익2025/12/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스HE Group Berhad는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Amirah AzmiMaybank Research Pte. Ltd.null nullPublic Investment Bank BerhadPei ChongPublic Investment Bank Berhad
Price Target Changed • Jun 23Price target increased by 19% to RM0.59Up from RM0.50, the current price target is an average from 2 analysts. New target price is 18% above last closing price of RM0.51. Stock is up 74% over the past year. The company is forecast to post earnings per share of RM0.04 for next year compared to RM0.025 last year.
Major Estimate Revision • Mar 05Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM178.4m to RM152.5m. EPS estimate fell from RM0.032 to RM0.031 per share. Net income forecast to grow 22% next year vs 22% growth forecast for Construction industry in Malaysia. Consensus price target down from RM0.47 to RM0.46. Share price fell 7.7% to RM0.30 over the past week.
분석 기사 • Jun 26Is Now An Opportune Moment To Examine HE Group Berhad (KLSE:HEGROUP)?HE Group Berhad ( KLSE:HEGROUP ), is not the largest company out there, but it received a lot of attention from a...
분석 기사 • Jun 26Analyst Forecasts For HE Group Berhad (KLSE:HEGROUP) Are Surging HigherHE Group Berhad ( KLSE:HEGROUP ) shareholders will have a reason to smile today, with the analysts making substantial...
Price Target Changed • Jun 23Price target increased by 19% to RM0.59Up from RM0.50, the current price target is an average from 2 analysts. New target price is 18% above last closing price of RM0.51. Stock is up 74% over the past year. The company is forecast to post earnings per share of RM0.04 for next year compared to RM0.025 last year.
New Risk • Jun 01New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (66% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (RM206.8m market cap, or US$52.1m).
Reported Earnings • May 20First quarter 2026 earnings released: EPS: RM0.006 (vs RM0.007 in 1Q 2025)First quarter 2026 results: EPS: RM0.006 (down from RM0.007 in 1Q 2025). Revenue: RM26.2m (down 17% from 1Q 2025). Net income: RM2.56m (down 11% from 1Q 2025). Profit margin: 9.8% (in line with 1Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Construction industry in Malaysia.
공고 • Apr 29HE Group Berhad, Annual General Meeting, Jun 19, 2026HE Group Berhad, Annual General Meeting, Jun 19, 2026, at 10:00 Singapore Standard Time. Location: greens iii sports wing, tropicana golf & country resort, jalan kelab tropicana, 47410 petaling jaya, selangor darul ehsan, Malaysia
Upcoming Dividend • Mar 24Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Malaysian dividend payers (5.5%). Lower than average of industry peers (3.0%).
Major Estimate Revision • Mar 05Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM178.4m to RM152.5m. EPS estimate fell from RM0.032 to RM0.031 per share. Net income forecast to grow 22% next year vs 22% growth forecast for Construction industry in Malaysia. Consensus price target down from RM0.47 to RM0.46. Share price fell 7.7% to RM0.30 over the past week.
Reported Earnings • Feb 28Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.025 (down from RM0.031 in FY 2024). Revenue: RM123.3m (down 40% from FY 2024). Net income: RM11.0m (down 19% from FY 2024). Profit margin: 8.9% (up from 6.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Construction industry in Malaysia.
Buy Or Sell Opportunity • Feb 05Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to RM0.31. The fair value is estimated to be RM0.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
분석 기사 • Dec 29HE Group Berhad (KLSE:HEGROUP) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 11.6x HE Group Berhad ( KLSE:HEGROUP ) may be sending bullish signals at...
Buy Or Sell Opportunity • Dec 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to RM0.32. The fair value is estimated to be RM0.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
분석 기사 • Dec 02Estimating The Intrinsic Value Of HE Group Berhad (KLSE:HEGROUP)Key Insights HE Group Berhad's estimated fair value is RM0.40 based on 2 Stage Free Cash Flow to Equity With RM0.32...
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: RM0.008 (vs RM0.011 in 3Q 2024)Third quarter 2025 results: EPS: RM0.008 (down from RM0.011 in 3Q 2024). Revenue: RM32.3m (down 45% from 3Q 2024). Net income: RM3.44m (down 26% from 3Q 2024). Profit margin: 11% (up from 7.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Construction industry in Malaysia.
Buy Or Sell Opportunity • Oct 14Now 22% undervaluedOver the last 90 days, the stock has risen 11% to RM0.41. The fair value is estimated to be RM0.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last year. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: RM0.007 (vs RM0.011 in 2Q 2024)Second quarter 2025 results: EPS: RM0.007 (down from RM0.011 in 2Q 2024). Revenue: RM32.0m (down 46% from 2Q 2024). Net income: RM3.16m (down 32% from 2Q 2024). Profit margin: 9.9% (up from 7.8% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Construction industry in Malaysia.
분석 기사 • Aug 01Why The 31% Return On Capital At HE Group Berhad (KLSE:HEGROUP) Should Have Your AttentionWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
분석 기사 • May 26HE Group Berhad's (KLSE:HEGROUP) Earnings Seem To Be PromisingDespite posting healthy earnings, HE Group Berhad's ( KLSE:HEGROUP ) stock has been quite weak. Our analysis suggests...
Reported Earnings • May 21First quarter 2025 earnings released: EPS: RM0.007 (vs RM0.008 in 1Q 2024)First quarter 2025 results: EPS: RM0.007. Revenue: RM31.5m (down 28% from 1Q 2024). Net income: RM2.89m (up 8.4% from 1Q 2024). Profit margin: 9.2% (up from 6.0% in 1Q 2024). The increase in margin was driven by lower expenses.
Declared Dividend • May 01Dividend increased to RM0.0045Dividend of RM0.0045 is 13% higher than last year. Ex-date: 7th July 2025 Payment date: 22nd July 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (12% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 86% to shift the payout ratio to a potentially unsustainable range, which is more than the 55% EPS decline seen over the last 5 years.
공고 • Apr 29HE Group Berhad, Annual General Meeting, Jun 17, 2025HE Group Berhad, Annual General Meeting, Jun 17, 2025, at 10:00 Singapore Standard Time. Location: greens iii sports wing, tropicana golf & country resort, jalan kelab tropicana, 47410 petaling jaya, selangor darul ehsan, Malaysia
분석 기사 • Apr 09HE Group Berhad (KLSE:HEGROUP) Looks Inexpensive After Falling 30% But Perhaps Not Attractive EnoughTo the annoyance of some shareholders, HE Group Berhad ( KLSE:HEGROUP ) shares are down a considerable 30% in the last...
분석 기사 • Mar 26Shareholders Would Enjoy A Repeat Of HE Group Berhad's (KLSE:HEGROUP) Recent Growth In ReturnsFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • Mar 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (RM149.6m market cap, or US$33.8m).
Reported Earnings • Feb 18Full year 2024 earnings released: EPS: RM0.031 (vs RM0.031 in FY 2023)Full year 2024 results: EPS: RM0.031 (in line with FY 2023). Revenue: RM206.9m (up 1.3% from FY 2023). Net income: RM13.7m (up 25% from FY 2023). Profit margin: 6.6% (up from 5.4% in FY 2023).
분석 기사 • Feb 03HE Group Berhad's (KLSE:HEGROUP) 28% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioThe HE Group Berhad ( KLSE:HEGROUP ) share price has fared very poorly over the last month, falling by a substantial...
분석 기사 • Nov 25HE Group Berhad (KLSE:HEGROUP) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfHE Group Berhad's ( KLSE:HEGROUP ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: RM0.011 (vs RM0.008 in 3Q 2023)Third quarter 2024 results: EPS: RM0.011 (up from RM0.008 in 3Q 2023). Revenue: RM58.9m (up 34% from 3Q 2023). Net income: RM4.62m (up 74% from 3Q 2023). Profit margin: 7.8% (up from 6.0% in 3Q 2023). The increase in margin was driven by higher revenue.
New Risk • Nov 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Market cap is less than US$100m (RM237.6m market cap, or US$53.1m).
공고 • Sep 05HE Group Berhad Appoints Tang Kok Wai as Executive DirectorHE Group Berhad announced the appointment of MR TANG KOK WAI as Executive Director. Age 47, Date of change 02 September 2024. Qualifications Degree Electrical & Electronic Engineering Universiti Teknologi Malaysia, Diploma Electrical Engineering (Power Electronics and Control) Port Dickson Polytechnic. Working experience and occupation Mr. Tang Kok Wai began his career in 1997 as a Quality Technician at Siemens Components (Advanced Technology) Sdn. Bhd., shortly after obtaining his Certificate in Electrical Engineering (Power). After leaving Siemens Components (Advanced Technology) Sdn. Bhd. in 1997 to further his studies, he completed a Diploma in Electrical Engineering (Power Electronics and Control) in 1998. He then joined Techsu Steel Corporation Sdn. Bhd. in 1999 as a Technician, focusing on cold roll machines, before leaving in 2000 to pursue a Bachelor Degree in Electrical & Electronic Engineering, which he obtained from Universiti Teknologi Malaysia in 2004. Following graduation, Mr. Tang worked at Hexatech Sdn. Bhd. (now Galaxy Quantum Vision Sdn. Bhd.) as a Project Engineer, and was promoted to Assistant Manager in 2005. He moved to Hexatech Building Services Sdn. Bhd. (now Helios Energy International Sdn. Bhd.) in 2007, initially as an Assistant Manager and later as Project Manager in 2008. In 2012, he joined Hexatech Energy Consolidated Sdn. Bhd. as a Project Director but returned to Hexatech Building Services Sdn. Bhd. as a director later that year. He rejoined Hexatech Energy Consolidated Sdn. Bhd. in 2017, was seconded to Hexatech Engineering Sdn. Bhd. in 2021, and officially joined Hexatech Engineering Sdn. Bhd. as a Project Director in 2022. As of 2023, he is the Project and Technical Director of the Group, overseeing engineering and technical aspects of its projects.
분석 기사 • Aug 06HE Group Berhad (KLSE:HEGROUP) May Have Run Too Fast Too Soon With Recent 32% Price PlummetHE Group Berhad ( KLSE:HEGROUP ) shares have had a horrible month, losing 32% after a relatively good period...
분석 기사 • Jun 22Earnings Not Telling The Story For HE Group Berhad (KLSE:HEGROUP) After Shares Rise 29%HE Group Berhad ( KLSE:HEGROUP ) shareholders have had their patience rewarded with a 29% share price jump in the last...
분석 기사 • May 07Not Many Are Piling Into HE Group Berhad (KLSE:HEGROUP) Just YetThere wouldn't be many who think HE Group Berhad's ( KLSE:HEGROUP ) price-to-sales (or "P/S") ratio of 1.1x is worth a...
공고 • May 01HE Group Berhad, Annual General Meeting, Jun 21, 2024HE Group Berhad, Annual General Meeting, Jun 21, 2024, at 15:00 Singapore Standard Time. Location: Tricor Business Centre, Gemilang Room, Unit 29-01, Level 29, Tower A, Vertical Business Suite, Avenue 3, Bangsar South, No. 8, Jalan Kerinchi, Wilayah Persekutuan Kuala Lumpur Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 31 December 2023 together with the Reports of the Directors and Auditors thereon; To approve the payment of a Final Dividend of 0.40 sen per ordinary share for the financial year ended 31 December 2023; To approve the payment of Directors' fees and/or benefits of up to RM300,000 for the period commencing from the date of listing on 30 January 2024 until the next Annual General Meeting of the Company; To re-elect Datuk Christopher Wan Soo Kee as a Director of the Company; and to discuss other matters.
Reported Earnings • Feb 24Full year 2023 earnings released: EPS: RM0.031 (vs RM6.17 in FY 2022)Full year 2023 results: EPS: RM0.031. Revenue: RM204.4m (up 90% from FY 2022). Net income: RM10.9m (up 77% from FY 2022). Profit margin: 5.3% (down from 5.7% in FY 2022). The decrease in margin was driven by higher expenses.
공고 • Feb 23HE Group Berhad Proposes Final Dividend for the Financial Year Ended 31 December 2023HE Group Berhad announced that the Board of Directors has recommended a Final Dividend of 0.40 sen per ordinary share in respect of the financial year ended 31 December 2023. The proposed dividend is subject to the approval of the shareholders of the Company at the forthcoming Annual General Meeting.
Board Change • Jan 30High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Christine Toh is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.