Reported Earnings • Dec 18
First quarter 2026 earnings released: EPS: RM0.026 (vs RM0.008 in 1Q 2025) First quarter 2026 results: EPS: RM0.026 (up from RM0.008 in 1Q 2025). Revenue: RM184.7m (up 3.0% from 1Q 2025). Net income: RM9.27m (up 220% from 1Q 2025). Profit margin: 5.0% (up from 1.6% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Duyuru • Nov 14
Scientex Packaging (Ayer Keroh) Berhad, Annual General Meeting, Dec 16, 2025 Scientex Packaging (Ayer Keroh) Berhad, Annual General Meeting, Dec 16, 2025, at 11:00 Singapore Standard Time. Location: holiday inn melaka by ihg, jalan syed abdul aziz, 75000 melaka, Malaysia Board Change • Nov 01
Insufficient new directors No 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. Non-Independent Non-Executive Chairman Seng Hong Choo was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jun 12
Third quarter 2025 earnings released: EPS: RM0.021 (vs RM0.029 in 3Q 2024) Third quarter 2025 results: EPS: RM0.021 (down from RM0.029 in 3Q 2024). Revenue: RM172.9m (down 5.5% from 3Q 2024). Net income: RM7.23m (down 28% from 3Q 2024). Profit margin: 4.2% (down from 5.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Duyuru • Jun 09
Scientex Packaging (Ayer Keroh) Berhad Announces Single Tier Interim Dividend for the Financial Year Ending 31 July 2025, Payable on 15 July 2025 Scientex Packaging (Ayer Keroh) Berhad announced single tier interim dividend of 2.5 sen per ordinary share for the financial year ending 31 July 2025. Ex-Date: 24 June 2025. Entitlement date: 25 June 2025. Payment Date: 15 July 2025. Board Change • May 16
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. MD & Director Chee Chang is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Board Change • Apr 16
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. MD & Director Chee Chang is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Valuation Update With 7 Day Price Move • Mar 28
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to RM1.65, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 17x in the Packaging industry in Malaysia. Total loss to shareholders of 28% over the past three years. Reported Earnings • Mar 12
Second quarter 2025 earnings released: EPS: RM0.027 (vs RM0.023 in 2Q 2024) Second quarter 2025 results: EPS: RM0.027 (up from RM0.023 in 2Q 2024). Revenue: RM183.9m (up 4.6% from 2Q 2024). Net income: RM9.35m (up 17% from 2Q 2024). Profit margin: 5.1% (up from 4.6% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Board Change • Feb 10
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. MD & Director Chee Chang is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Upcoming Dividend • Dec 27
Upcoming dividend of RM0.05 per share Eligible shareholders must have bought the stock before 03 January 2025. Payment date: 14 January 2025. Payout ratio is on the higher end at 95%, and the cash payout ratio is above 100%. Trailing yield: 5.2%. Within top quartile of Malaysian dividend payers (5.1%). Higher than average of industry peers (3.6%). Duyuru • Dec 17
Scientex Packaging (Ayer Keroh) Berhad Approves Single Tier Final Dividend Scientex Packaging (Ayer Keroh) Berhad at its AGM held on 17 December 2024, approved declaration of a single tier final dividend of 5.0 sen per ordinary share. Duyuru • Nov 15
Scientex Packaging (Ayer Keroh) Berhad, Annual General Meeting, Dec 17, 2024 Scientex Packaging (Ayer Keroh) Berhad, Annual General Meeting, Dec 17, 2024, at 11:30 Singapore Standard Time. Reported Earnings • Sep 21
Full year 2024 earnings released: EPS: RM0.093 (vs RM0.10 in FY 2023) Full year 2024 results: EPS: RM0.093 (down from RM0.10 in FY 2023). Revenue: RM713.5m (down 7.9% from FY 2023). Net income: RM32.6m (down 9.4% from FY 2023). Profit margin: 4.6% (in line with FY 2023). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Declared Dividend • Sep 20
Dividend of RM0.05 announced Shareholders will receive a dividend of RM0.05. Ex-date: 5th January 2025 Payment date: 14th January 2025 Dividend yield will be 3.9%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 23
Second quarter 2024 earnings released: EPS: RM0.023 (vs RM0.038 in 2Q 2023) Second quarter 2024 results: EPS: RM0.023 (down from RM0.038 in 2Q 2023). Revenue: RM175.8m (down 11% from 2Q 2023). Net income: RM8.02m (down 40% from 2Q 2023). Profit margin: 4.6% (down from 6.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Dec 26
Upcoming dividend of RM0.025 per share at 2.2% yield Eligible shareholders must have bought the stock before 02 January 2024. Payment date: 22 January 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Malaysian dividend payers (5.0%). Lower than average of industry peers (2.8%). Duyuru • Dec 13
Scientex Packaging (Ayer Keroh) Berhad Declares Single Tier Final Dividend for the Financial Year Ended 31 July 2023, Payable on 22 January 2024 Scientex Packaging (Ayer Keroh) Berhad at its general meeting held on 13 December 2023 approved the declaration of a single tier final dividend of 2.5 sen per ordinary share for the financial year ended 31 July 2023. Payable on 22 January 2024. New Risk • Nov 19
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Reported Earnings • Nov 17
Full year 2023 earnings released: EPS: RM0.10 (vs RM0.13 in FY 2022) Full year 2023 results: EPS: RM0.10 (down from RM0.13 in FY 2022). Revenue: RM774.8m (flat on FY 2022). Net income: RM35.9m (down 17% from FY 2022). Profit margin: 4.6% (down from 5.6% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 6% per year. Duyuru • Nov 11
Scientex Packaging (Ayer Keroh) Berhad, Annual General Meeting, Dec 13, 2023 Scientex Packaging (Ayer Keroh) Berhad, Annual General Meeting, Dec 13, 2023, at 11:30 Singapore Standard Time. Location: Auditorium, Bangunan Scientex, No. 9, Persiaran Selangor, Seksyen 15,40200 Shah Alam Darul Ehsan Selangor Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 31 July 2023 together with the Reports of the Directors and Auditors thereon; to declare a single tier final dividend of 2.5 sen per ordinary share in respect of the financial year ended 31 July 2023; to approve the payment of Non-Executive Directors' ("NEDs") fees amounting to RM306,667 for the financial year ended 31 July 2023; and to consider other matters. Upcoming Dividend • Jun 27
Upcoming dividend of RM0.025 per share at 2.2% yield Eligible shareholders must have bought the stock before 04 July 2023. Payment date: 17 July 2023. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Malaysian dividend payers (5.5%). Lower than average of industry peers (3.2%). Reported Earnings • Jun 21
Third quarter 2023 earnings released: EPS: RM0.029 (vs RM0.031 in 3Q 2022) Third quarter 2023 results: EPS: RM0.029 (down from RM0.031 in 3Q 2022). Revenue: RM177.5m (down 14% from 3Q 2022). Net income: RM10.1m (down 1.6% from 3Q 2022). Profit margin: 5.7% (up from 5.0% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 3% per year. Reported Earnings • Mar 15
Second quarter 2023 earnings released: EPS: RM0.038 (vs RM0.036 in 2Q 2022) Second quarter 2023 results: EPS: RM0.038 (up from RM0.036 in 2Q 2022). Revenue: RM198.1m (up 1.8% from 2Q 2022). Net income: RM13.4m (up 14% from 2Q 2022). Profit margin: 6.8% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 5.5% growth forecast for the Packaging industry in Malaysia. Duyuru • Feb 01
Scientex Packaging (Ayer Keroh) Berhad Announces Appointment of Chua Siew Chuan as Joint Secretary Scientex Packaging (Ayer Keroh) Berhad announced appointment of CHUA SIEW CHUAN as Joint Secretary. Date Of Change: 01 Feb. 2023. Board Change • Jan 27
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. MD & Director Chee Chang is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Board Change • Jan 12
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. MD & Director Chee Chang is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Board Change • Jan 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. Independent & Non-Executive Director Chean Cham was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Dec 14
Upcoming dividend of RM0.025 per share Eligible shareholders must have bought the stock before 21 December 2022. Payment date: 04 January 2023. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Malaysian dividend payers (5.0%). Lower than average of industry peers (3.1%). Duyuru • Dec 08
Scientex Packaging (Ayer Keroh) Berhad Approves Final Dividend Scientex Packaging (Ayer Keroh) Berhad approves single tier final dividend of 2.5 sen per ordinary share at its general meeting held on 07 Dec. 2022. Duyuru • Dec 07
Scientex Packaging (Ayer Keroh) Berhad, Annual General Meeting, Dec 07, 2022 Scientex Packaging (Ayer Keroh) Berhad, Annual General Meeting, Dec 07, 2022, at 11:00 Singapore Standard Time. Agenda: To approve the declaration of a single tier final dividend of 2.5 sen per ordinary share; to approve the payment of Non-Executive Directors' fees; to re-elect Mr. Chang Chee Siong as a Director of the Company; to re-elect Ms. Tan Hong Koon as a Director of the Company; to re-elect Mr. Cham Chean Fong @ Sian Chean Fong as a Director of the Company; to re-elect Mr. Choo Seng Hong as a Director of the Company; to re-elect Mr. Lim Kah Fan as a Director of the Company; to re-elect Madam Koh Huey Min as a Director of the Company; to re-appoint Deloitte PLT as the Auditors of the Company and to authorize the Directors to fix their remuneration; to approve the Proposed Renewal of Shareholders' Mandate for Recurrent Related Party Transactions of a revenue or trading nature; to approve the Proposed Renewal of Share Buy-Back Authority; and to transact other matters. Price Target Changed • Nov 16
Price target increased to RM2.78 Up from RM2.48, the current price target is an average from 2 analysts. New target price is 26% above last closing price of RM2.21. Stock is down 14% over the past year. The company is forecast to post earnings per share of RM0.17 for next year compared to RM0.13 last year. Major Estimate Revision • Oct 05
Consensus revenue estimates increase by 15% The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from RM730.7m to RM839.3m. EPS estimate increased from RM0.16 to RM0.17 per share. Net income forecast to grow 27% next year vs 27% growth forecast for Packaging industry in Malaysia. Consensus price target up from RM2.48 to RM2.78. Share price fell 11% to RM2.10 over the past week. Reported Earnings • Sep 29
Full year 2022 earnings: EPS and revenues exceed analyst expectations Full year 2022 results: EPS: RM0.13 (down from RM0.14 in FY 2021). Revenue: RM774.0m (up 29% from FY 2021). Net income: RM43.2m (down 8.2% from FY 2021). Profit margin: 5.6% (down from 7.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Revenue is forecast to stay flat during the next 2 years compared to a 13% growth forecast for the Packaging industry in Asia. 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 6% per year, which means it is significantly lagging earnings growth. Price Target Changed • Jun 14
Price target decreased to RM2.48 Down from RM3.08, the current price target is an average from 2 analysts. New target price is 11% above last closing price of RM2.23. The company is forecast to post earnings per share of RM0.13 for next year compared to RM0.14 last year. Reported Earnings • Mar 15
Second quarter 2022 earnings: Revenues miss analyst expectations Second quarter 2022 results: Revenue: RM194.5m (up 21% from 2Q 2021). Net income: RM11.7m (down 23% from 2Q 2021). Profit margin: 6.0% (down from 9.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 3.8%, compared to a 12% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Dec 15
Upcoming dividend of RM0.025 per share Eligible shareholders must have bought the stock before 22 December 2021. Payment date: 10 January 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Malaysian dividend payers (4.5%). Lower than average of industry peers (2.5%). Major Estimate Revision • Dec 14
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from RM0.14 to RM0.13 per share. Revenue forecast steady at RM644.1m. Net income forecast to grow 1.9% next year vs 17% growth forecast for Packaging industry in Malaysia. Consensus price target up from RM2.70 to RM3.01. Share price fell 3.1% to RM2.52 over the past week. Price Target Changed • Dec 08
Price target increased to RM3.01 Up from RM2.70, the current price target is an average from 2 analysts. New target price is 16% above last closing price of RM2.60. The company is forecast to post earnings per share of RM0.14 for next year compared to RM0.14 last year. Reported Earnings • Dec 02
Full year 2021 earnings: EPS and revenues miss analyst expectations Full year 2021 results: EPS: RM0.14 (down from RM0.15 in FY 2020). Revenue: RM601.9m (down 2.8% from FY 2020). Net income: RM47.0m (down 1.3% from FY 2020). Profit margin: 7.8% (up from 7.7% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 7.0%, compared to a 11% growth forecast for the industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Reported Earnings • Sep 29
Full year 2021 earnings released: EPS RM0.14 (vs RM0.15 in FY 2020) The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2021 results: Revenue: RM601.9m (down 2.8% from FY 2020). Net income: RM47.0m (down 1.3% from FY 2020). Profit margin: 7.8% (up from 7.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Duyuru • Sep 14
Scientex Berhad (KLSE:SCIENTX) made an offer to acquire remaining 38.12% stake in Daibochi Berhad (KLSE:DAIBOCI) from a group of shareholders for approximately MYR 340 million. Scientex Berhad (KLSE:SCIENTX) made an offer to acquire remaining 38.12% stake in Daibochi Berhad (KLSE:DAIBOCI) from a group of shareholders for approximately MYR 340 million on September 13, 2021. Scientex will acquire the remaining 124.78 million shares of Daibochi for MYR 2.7 per share and the remaining 26.14 million Daibochi Warrants for a cash offer price of MYR 0.32 per Offer Warrant. The offer will be funded via a combination of internally generated funds and bank borrowings. ln the event Scientex receives valid acceptance of not less than nine-tenths (9/10) in the nominal value of the offer securities (excluding shares already held by the offeror, ultimate offerors and person(s) acting in concert with them as at the date of the offer) on or before the closing date, the offeror intends to invoke the provisions of Section 222('ll of the GMSA, subject to Section 224 of the CMSA, to compulsorily acquire any remaining offer securities from the holders who have not accepted the offer for which acceptances have not been received.
The offer is not conditional upon any minimum level of acceptances of the offer shares as the offeror already holds more than 50% of the voting shares in Daibochi. the offer is subject to the notification from the SC that it has no further comments on the contents of the offer document. The offer is not subject to the approval of the shareholders of Scientex. The offer is expected to be completed by the fourth quarter of 2021. UOB Kay Hian Securities (M) Sdn Bhd acted as financial advisor to Scientex. Price Target Changed • Sep 14
Price target decreased to RM2.73 Down from RM3.41, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of RM2.69. Stock is down 3.9% over the past year. Valuation Update With 7 Day Price Move • Sep 14
Investor sentiment improved over the past week After last week's 15% share price gain to RM2.69, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Packaging industry in Malaysia. Total returns to shareholders of 39% over the past three years. Upcoming Dividend • Jun 29
Upcoming dividend of RM0.02 per share Eligible shareholders must have bought the stock before 06 July 2021. Payment date: 19 July 2021. Trailing yield: 2.2%. Lower than top quartile of Malaysian dividend payers (4.1%). Higher than average of industry peers (1.8%). Major Estimate Revision • Jun 29
Consensus EPS estimates fall to RM0.15 The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from RM718.0m to RM665.4m. EPS estimate also fell from RM0.18 to RM0.15. Net income forecast to grow 20% next year vs 12% growth forecast for Packaging industry in Malaysia. Consensus price target down from RM3.51 to RM3.41. Share price fell 2.9% to RM2.32 over the past week. Reported Earnings • Jun 23
Third quarter 2021 earnings released: EPS RM0.031 (vs RM0.034 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: RM150.1m (down 3.6% from 3Q 2020). Net income: RM10.3m (down 8.6% from 3Q 2020). Profit margin: 6.8% (down from 7.2% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 10
Second quarter 2021 earnings released: EPS RM0.046 (vs RM0.034 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: RM161.3m (up 3.6% from 2Q 2020). Net income: RM15.1m (up 35% from 2Q 2020). Profit margin: 9.4% (up from 7.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Is New 90 Day High Low • Mar 02
New 90-day low: RM2.43 The company is down 8.0% from its price of RM2.65 on 02 December 2020. The Malaysian market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM6.02 per share. Is New 90 Day High Low • Jan 27
New 90-day low: RM2.44 The company is down 7.0% from its price of RM2.62 on 28 October 2020. The Malaysian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM5.99 per share. Is New 90 Day High Low • Jan 05
New 90-day low: RM2.53 The company is down 6.0% from its price of RM2.68 on 07 October 2020. The Malaysian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM6.00 per share. Reported Earnings • Nov 18
Full year 2020 earnings released: EPS RM0.15 The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: RM619.3m (up 40% from FY 2019). Net income: RM47.7m (up 336% from FY 2019). Profit margin: 7.7% (up from 2.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Nov 18
Revenue behind estimates Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 16%, compared to a 19% growth forecast for the Packaging industry in Malaysia. Duyuru • Nov 18
Daibochi Berhad, Annual General Meeting, Dec 16, 2020 Daibochi Berhad, Annual General Meeting, Dec 16, 2020, at 11:30 Singapore Standard Time. Location: Walinong Sari, AMES Hotel, Melaka, Jalan PKAK 2, Pusat Komersial Ayer Keroh Melaka Malaysia Agenda: To consider renewal of share buy-back authority. Is New 90 Day High Low • Oct 22
New 90-day low: RM2.62 The company is down 7.0% from its price of RM2.81 on 24 July 2020. The Malaysian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is RM4.56 per share. Reported Earnings • Sep 18
Full year earnings released - EPS RM0.15 Over the last 12 months the company has reported total profits of RM47.7m, up 332% from the prior year. Total revenue was RM619.3m over the last 12 months, up 40% from the prior year. Profit margins were 7.7%, which is higher than the 2.5% margin from last year. The increase in margin was driven by higher revenue.