Declared Dividend • May 23
Dividend of RM0.0075 announced Shareholders will receive a dividend of RM0.0075. Ex-date: 11th June 2026 Payment date: 26th June 2026 Dividend yield will be 5.6%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 38% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 26
Full year 2025 earnings: EPS in line with expectations, revenues disappoint Full year 2025 results: EPS: RM0.057 (up from RM0.054 in FY 2024). Revenue: RM311.4m (up 6.4% from FY 2024). Net income: RM35.0m (up 5.5% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Announcement • Apr 21
Focus Point Holdings Berhad, Annual General Meeting, May 21, 2026 Focus Point Holdings Berhad, Annual General Meeting, May 21, 2026, at 10:00 Singapore Standard Time. Location: ballroom v, main wing, tropicana golf & country resort, jalan kelab tropicana, 47410 petaling jaya, selangor darul ehsan, Malaysia Reported Earnings • Feb 28
Full year 2025 earnings released: EPS: RM0.057 (vs RM0.054 in FY 2024) Full year 2025 results: EPS: RM0.057 (up from RM0.054 in FY 2024). Revenue: RM311.4m (up 6.4% from FY 2024). Net income: RM35.0m (up 5.5% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Feb 20
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.9% to RM0.49. The fair value is estimated to be RM0.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 26% in the next 2 years. Price Target Changed • Feb 09
Price target decreased by 8.1% to RM0.72 Down from RM0.79, the current price target is an average from 4 analysts. New target price is 47% above last closing price of RM0.49. Stock is down 20% over the past year. The company is forecast to post earnings per share of RM0.057 for next year compared to RM0.054 last year. Buy Or Sell Opportunity • Jan 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to RM0.48. The fair value is estimated to be RM0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 31% in the next 2 years. Declared Dividend • Nov 22
Dividend of RM0.015 announced Shareholders will receive a dividend of RM0.015. Ex-date: 4th December 2025 Payment date: 26th December 2025 Dividend yield will be 5.5%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 21
Third quarter 2025 earnings released: EPS: RM0.01 (vs RM0.013 in 3Q 2024) Third quarter 2025 results: EPS: RM0.01 (down from RM0.013 in 3Q 2024). Revenue: RM74.5m (up 6.2% from 3Q 2024). Net income: RM6.30m (down 22% from 3Q 2024). Profit margin: 8.5% (down from 12% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Reported Earnings • Aug 21
Second quarter 2025 earnings released: EPS: RM0.014 (vs RM0.014 in 2Q 2024) Second quarter 2025 results: EPS: RM0.014 (in line with 2Q 2024). Revenue: RM72.8m (up 3.1% from 2Q 2024). Net income: RM8.45m (flat on 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Aug 13
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 29% to RM0.55. The fair value is estimated to be RM0.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 7.7%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 25% in the next 2 years. Board Change • Aug 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non Independent & Non Executive Director Ismail Bin Abd Halim was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • May 25
Dividend of RM0.018 announced Shareholders will receive a dividend of RM0.018. Ex-date: 9th June 2025 Payment date: 26th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 28
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: RM0.072 (up from RM0.065 in FY 2023). Revenue: RM292.5m (up 12% from FY 2023). Net income: RM33.2m (up 10% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.2%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • Apr 23
Focus Point Holdings Berhad, Annual General Meeting, May 23, 2025 Focus Point Holdings Berhad, Annual General Meeting, May 23, 2025, at 10:00 Singapore Standard Time. Location: greens iii, sports wing, tropicana golf & country resort, jalan kelab tropicana, 47410 selangor darul ehsan, petaling jaya Malaysia Buy Or Sell Opportunity • Mar 05
Now 22% overvalued Over the last 90 days, the stock has fallen 7.5% to RM0.74. The fair value is estimated to be RM0.61, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Reported Earnings • Feb 26
Full year 2024 earnings released: EPS: RM0.072 (vs RM0.065 in FY 2023) Full year 2024 results: EPS: RM0.072 (up from RM0.065 in FY 2023). Revenue: RM292.5m (up 12% from FY 2023). Net income: RM33.2m (up 10% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year. Buy Or Sell Opportunity • Jan 02
Now 20% undervalued Over the last 90 days, the stock has risen 1.3% to RM0.79. The fair value is estimated to be RM0.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 27% in the next 2 years. Declared Dividend • Nov 23
Dividend increased to RM0.018 Dividend of RM0.018 is 17% higher than last year. Ex-date: 5th December 2024 Payment date: 27th December 2024 Dividend yield will be 4.3%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 22
Third quarter 2024 earnings released: EPS: RM0.018 (vs RM0.014 in 3Q 2023) Third quarter 2024 results: EPS: RM0.018 (up from RM0.014 in 3Q 2023). Revenue: RM70.2m (up 8.7% from 3Q 2023). Net income: RM8.12m (up 27% from 3Q 2023). Profit margin: 12% (up from 9.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year. Announcement • Aug 30
Focus Point Holdings Berhad Announces Resignation of Wong Peir Chyun as Company Secretary Focus Point Holdings Berhad announced the resignation of Wong Peir Chyun as Company Secretary, effective August 30, 2024. Price Target Changed • Aug 23
Price target increased by 9.2% to RM1.15 Up from RM1.05, the current price target is an average from 3 analysts. New target price is 44% above last closing price of RM0.80. Stock is up 3.9% over the past year. The company is forecast to post earnings per share of RM0.078 for next year compared to RM0.065 last year. Reported Earnings • Aug 23
Second quarter 2024 earnings released: EPS: RM0.018 (vs RM0.016 in 2Q 2023) Second quarter 2024 results: EPS: RM0.018 (up from RM0.016 in 2Q 2023). Revenue: RM70.6m (up 12% from 2Q 2023). Net income: RM8.43m (up 17% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Announcement • May 26
Focus Point Holdings Berhad Announces First Single-Tier Interim Dividend in Respect of the Financial Year Ending 31 December 2024 , Payable on 28 June 2024 Focus Point Holdings Berhad first single-tier interim dividend of 1.75 sen (2023: 1.5 sen) per ordinary share in respect of the financial year ending 31 December 2024 is declared on 23 May 2024 and to be paid on 28 June 2024 to the shareholders of the Company whose names appear in the Record of Depository on 10 June 2024. The total dividends declared to date for the current financial year ending 31 December 2024 is 1.75 sen per ordinary share. Declared Dividend • May 25
Dividend of RM0.018 announced Shareholders will receive a dividend of RM0.018. Ex-date: 7th June 2024 Payment date: 28th June 2024 Dividend yield will be 4.0%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 24
First quarter 2024 earnings released: EPS: RM0.016 (vs RM0.013 in 1Q 2023) First quarter 2024 results: EPS: RM0.016 (up from RM0.013 in 1Q 2023). Revenue: RM68.3m (up 14% from 1Q 2023). Net income: RM7.41m (up 23% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Announcement • Apr 24
Focus Point Holdings Berhad, Annual General Meeting, May 23, 2024 Focus Point Holdings Berhad, Annual General Meeting, May 23, 2024, at 10:00 Singapore Standard Time. Location: Ballroom V, Main Wing Tropicana Golf & Country Resort Jalan Kelab Tropicana 47410 Petaling Jaya, Selangor Darul Ehsan Malaysia Agenda: To discuss 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 Directors' fees; to re-elect Datin Goh Poi Eong who retires pursuant to Clause 76(3) of the Company's Constitution, as Director of the Company; to re-elect Dr Haliza binti Abdul Mutalib who retires pursuant to Clause 76(3) of the Company's Constitution, as Director of the Company; and to discuss other matters. Announcement • Feb 29
Focus Point Holdings Berhad Announces Resignation of Soo Zin Chuen as Chief Financial Officer Focus Point Holdings Berhad announced resignation of Soo Zin Chuen as Chief Financial Officer. Age: 45. Gender: Male. Nationality: Malaysia. Date of change: 29 Feb. 2024. Reason: To pursue other opportunities. Reported Earnings • Feb 24
Full year 2023 earnings released: EPS: RM0.065 (vs RM0.078 in FY 2022) Full year 2023 results: EPS: RM0.065 (down from RM0.078 in FY 2022). Revenue: RM260.9m (up 4.9% from FY 2022). Net income: RM30.2m (down 16% from FY 2022). Profit margin: 12% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Dec 07
Upcoming dividend of RM0.015 per share at 4.0% yield Eligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Malaysian dividend payers (5.0%). Higher than average of industry peers (1.4%). Reported Earnings • Nov 24
Third quarter 2023 earnings released: EPS: RM0.014 (vs RM0.02 in 3Q 2022) Third quarter 2023 results: EPS: RM0.014 (down from RM0.02 in 3Q 2022). Revenue: RM64.5m (up 5.8% from 3Q 2022). Net income: RM6.40m (down 30% from 3Q 2022). Profit margin: 9.9% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 23
Second quarter 2023 earnings released: EPS: RM0.016 (vs RM0.023 in 2Q 2022) Second quarter 2023 results: EPS: RM0.016 (down from RM0.023 in 2Q 2022). Revenue: RM63.0m (down 6.7% from 2Q 2022). Net income: RM7.24m (down 32% from 2Q 2022). Profit margin: 12% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jun 06
Upcoming dividend of RM0.015 per share at 2.9% yield Eligible shareholders must have bought the stock before 13 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Malaysian dividend payers (5.4%). Higher than average of industry peers (1.4%). Reported Earnings • May 26
First quarter 2023 earnings released: EPS: RM0.013 (vs RM0.012 in 1Q 2022) First quarter 2023 results: EPS: RM0.013 (up from RM0.012 in 1Q 2022). Revenue: RM59.7m (up 15% from 1Q 2022). Net income: RM6.03m (up 5.8% from 1Q 2022). Profit margin: 10% (in line with 1Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 57% per year whereas the company’s share price has increased by 55% per year. Announcement • May 26
Focus Point Holdings Berhad Announces Single Tier Interim Dividend for the Year Ending December 31, 2023, Payable on 30 June 2023 Focus Point Holdings Berhad announced a single tier interim dividend of 1.5 sen per share for the year ending December 31, 2023. The ex-date is on 13 June 2023. The entitlement date is on 14 June 2023. The payment date is on 30 June 2023. Reported Earnings • Feb 22
Full year 2022 earnings released: EPS: RM0.11 (vs RM0.043 in FY 2021) Full year 2022 results: EPS: RM0.11 (up from RM0.043 in FY 2021). Revenue: RM248.8m (up 46% from FY 2021). Net income: RM35.9m (up 155% from FY 2021). Profit margin: 14% (up from 8.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to RM1.19, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Healthcare industry in Malaysia. Total returns to shareholders of 317% over the past three years. Upcoming Dividend • Dec 06
Upcoming dividend of RM0.015 per share Eligible shareholders must have bought the stock before 13 December 2022. Payment date: 30 December 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Malaysian dividend payers (5.0%). Higher than average of industry peers (1.3%). Announcement • Nov 23
Focus Point Holdings Berhad Announces Single Tier Interim Dividend, Payable on December 30, 2022 Focus Point Holdings Berhad announced Single Tier Interim Dividend of 1.5 sen per share for the fiscal year ended December 31, 2022. The dividend payable on December 30, 2022 and ex-date of December 13, 2022. Reported Earnings • Nov 23
Third quarter 2022 earnings released: EPS: RM0.028 (vs RM0.005 in 3Q 2021) Third quarter 2022 results: EPS: RM0.028 (up from RM0.005 in 3Q 2021). Revenue: RM61.0m (up 110% from 3Q 2021). Net income: RM9.10m (up RM7.61m from 3Q 2021). Profit margin: 15% (up from 5.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 47% per year whereas the company’s share price has increased by 50% per year. Major Estimate Revision • Sep 15
Consensus EPS estimates increase by 14% The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from RM237.6m to RM241.3m. EPS estimate increased from RM0.09 to RM0.10 per share. Net income forecast to grow 26% next year vs 8.4% decline forecast for Healthcare industry in Malaysia. Consensus price target up from RM1.49 to RM1.55. Share price was steady at RM0.77 over the past week. Major Estimate Revision • Aug 30
Consensus revenue estimates increase by 12% The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from RM212.4m to RM237.6m. EPS estimate increased from RM0.06 to RM0.09 per share. Net income forecast to grow 13% next year vs 8.4% decline forecast for Healthcare industry in Malaysia. Consensus price target up from RM1.31 to RM1.49. Share price fell 6.9% to RM0.74 over the past week. Reported Earnings • Aug 24
Second quarter 2022 earnings released: EPS: RM0.032 (vs RM0 in 2Q 2021) Second quarter 2022 results: EPS: RM0.032 (up from RM0 in 2Q 2021). Revenue: RM67.5m (up 91% from 2Q 2021). Net income: RM10.6m (up RM10.5m from 2Q 2021). Profit margin: 16% (up from 0.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.1%, compared to a 4.7% growth forecast for the Healthcare industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 23
Focus Point Holdings Berhad Appoints Dato Suriani Binti Ahmad as Non Independent and Non Executive Chairman Focus Point Holdings Berhad appointed Dato' Suriani Binti Ahmad, Age 54 as Non Independent and Non Executive Chairman, Date of change is on 22 July 2022. Masters of Art in Strategy and Diplomacy at Universiti Kebangsaan Malaysia (UKM), Bachelor of Communication at Universiti Sains Malaysia (USM), Public Management (DPA) at National Institute of Public Administration (INTAN). Working experience and occupation: 2020 - Present: Secretary General, Ministry of Entrepreneur Development and Cooperatives 2019 - 2020: Secretary General, Ministry of Communications and Multimedia Malaysia 2018: Director, National Institute of Public Administration (INTAN) 2017: Secretary General, Ministry of Women, Family and Community Development 2015: Deputy Secretary General (Policy & Control), Ministry of Home Affairs 2014: Deputy Secretary General (Policy), Ministry of Defense 2010: Division Secretary (Policy), Ministry of Defense 2009: Manager (Corporate), PROTON Holdings 2008: Division Secretary, Ministry of International Trade & Industry (MITI). Upcoming Dividend • Jun 06
Upcoming dividend of RM0.015 per share Eligible shareholders must have bought the stock before 13 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Malaysian dividend payers (4.6%). Higher than average of industry peers (1.1%). Major Estimate Revision • Jun 01
Consensus EPS estimates increase by 22% The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from RM206.0m to RM212.6m. EPS estimate increased from RM0.05 to RM0.06 per share. Net income forecast to grow 25% next year vs 6.6% growth forecast for Healthcare industry in Malaysia. Consensus price target up from RM1.08 to RM1.19. Share price was steady at RM0.78 over the past week. Reported Earnings • May 27
First quarter 2022 earnings: EPS exceeds analyst expectations First quarter 2022 results: EPS: RM0.017 (up from RM0.01 in 1Q 2021). Revenue: RM51.9m (up 22% from 1Q 2021). Net income: RM5.70m (up 78% from 1Q 2021). Profit margin: 11% (up from 7.5% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Over the next year, revenue is forecast to grow 21%, compared to a 4.4% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • Apr 27
Price target increased to RM1.08 Up from RM1.00, the current price target is an average from 3 analysts. New target price is 43% above last closing price of RM0.76. Stock is down 8.4% over the past year. The company is forecast to post earnings per share of RM0.051 for next year compared to RM0.043 last year. Reported Earnings • Feb 24
Full year 2021 earnings: EPS and revenues miss analyst expectations Full year 2021 results: EPS: RM0.043 (up from RM0.032 in FY 2020). Revenue: RM170.4m (up 6.8% from FY 2020). Net income: RM14.0m (up 32% from FY 2020). Profit margin: 8.2% (up from 6.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 21%, compared to a 5.6% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 21
Focus Point Holdings Berhad Announces Appointment of Soo Zin Chuen as Chief Financial Officer Focus Point Holdings Berhad announced appointment of Soo Zin Chuen as Chief Financial Officer. November 2020 to February 2022: Group Financial Controller of Toyo Ventures Holding Berhad, August 2013 to 31 October 2020: Senior Finance & Accounting Manager of Toyo Ink Sdn Bhd, April 2013 to July 2013: Finance Manager of Haier Electrical Appliances (Malaysia) Sdn Bhd, September 2010 to March 2013: Finance Manager of MedilinkGlobal (Malaysia) Sdn Bhd, December 2009 to August 2010: Accounting Manager of Open Borders Sdn Bhd, September 2008 to May 2009: Audit Senior of BDO Raffles Singapore. Working experience and occupation is November 2020 to February 2022: Group Financial Controller of Toyo Ventures Holding Berhad, August 2013 to 31 October 2020: Senior Finance & Accounting Manager of Toyo Ink Sdn Bhd, April 2013 to July 2013: Finance Manager of Haier Electrical Appliances (Malaysia) Sdn Bhd, September 2010 to March 2013: Finance Manager of MedilinkGlobal (Malaysia) Sdn Bhd, December 2009 to August 2010: Accounting Manager of Open Borders Sdn Bhd, September 2008 to May 2009: Audit Senior of BDO Raffles Singapore. Upcoming Dividend • Dec 02
Upcoming dividend of RM0.01 per share Eligible shareholders must have bought the stock before 09 December 2021. Payment date: 30 December 2021. Trailing yield: 3.0%. Lower than top quartile of Malaysian dividend payers (4.6%). Higher than average of industry peers (0.7%). Executive Departure • Nov 29
Joint Secretary Pui Ling Liew has left the company On the 24th of November, Pui Ling Liew's tenure as Joint Secretary ended after 1.2 years in the role. We don't have any record of a personal shareholding under Pui Ling's name. A total of 2 executives have left over the last 12 months. Reported Earnings • Nov 25
Third quarter 2021 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2021 results: EPS: RM0.005 (down from RM0.018 in 3Q 2020). Revenue: RM29.0m (down 41% from 3Q 2020). Net income: RM1.50m (down 72% from 3Q 2020). Profit margin: 5.2% (down from 11% in 3Q 2020). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 90%. Earnings per share (EPS) surpassed analyst estimates by 90%. Over the next year, revenue is forecast to grow 30%, compared to a 7.7% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 91% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Aug 04
High number of new directors Non Independent Non-Executive Chairman Suhaili Bin Abdul Rahman was the last director to join the board, commencing their role in the last week. Upcoming Dividend • Jun 04
Upcoming dividend of RM0.01 per share Eligible shareholders must have bought the stock before 11 June 2021. Payment date: 30 June 2021. Trailing yield: 2.5%. Lower than top quartile of Malaysian dividend payers (4.0%). Higher than average of industry peers (0.7%). Reported Earnings • May 29
First quarter 2021 earnings released: EPS RM0.01 (vs RM0.006 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: RM42.5m (up 7.2% from 1Q 2020). Net income: RM3.20m (up 77% from 1Q 2020). Profit margin: 7.5% (up from 4.6% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 108% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Feb 26
Full year 2020 earnings released: EPS RM0.048 (vs RM0.036 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: RM159.6m (down 16% from FY 2019). Net income: RM10.6m (up 7.6% from FY 2019). Profit margin: 6.7% (up from 5.2% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth. Analyst Estimate Surprise Post Earnings • Feb 26
Earnings beat expectations, revenue disappoints Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 90%. Over the next year, revenue is forecast to grow 20%, compared to a 13% growth forecast for the Healthcare industry in Malaysia. Price Target Changed • Feb 04
Price target raised to RM0.64 Up from RM0.59, the current price target is an average from 2 analysts. The new target price is 14% below the current share price of RM0.74. As of last close, the stock is up 111% over the past year. Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment improved over the past week After last week's 32% share price gain to RM1.16, the stock is trading at a trailing P/E ratio of 21.4x, up from the previous P/E ratio of 16.2x. This compares to an average P/E of 27x in the Healthcare industry in Malaysia. Total returns to shareholders over the past three years are 848%. Valuation Update With 7 Day Price Move • Jan 18
Investor sentiment improved over the past week After last week's 37% share price gain to RM1.14, the stock is trading at a trailing P/E ratio of 21x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 28x in the Healthcare industry in Malaysia. Total returns to shareholders over the past three years are 832%. Is New 90 Day High Low • Jan 18
New 90-day high: RM1.14 The company is up 102% from its price of RM0.56 on 20 October 2020. The Malaysian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM19.75 per share. Is New 90 Day High Low • Dec 24
New 90-day high: RM0.95 The company is up 82% from its price of RM0.53 on 25 September 2020. The Malaysian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM19.83 per share.