POH KONG HOLDINGS BHD

KLSE (MYR): POHKONG (5080)

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Last Price

1.14

Today's Change

-0.01 (0.87%)

Day's Change

1.14 - 1.16

Trading Volume

667,400

Financial
Market Cap

Market Cap

468 Million

NOSH

410 Million

Latest Quarter

Latest Quarter

31-Jan-2024 [#2]

Announcement Date

19-Mar-2024

Next Quarter

30-Apr-2024

Est. Ann. Date

28-Jun-2024

Est. Ann. Due Date

29-Jun-2024

QoQ | YoY

48.66% | 10.00%

T4Q Result

Revenue | NP to SH

1,476,168.000 | 83,647.000

RPS | P/RPS

359.73 Cent | 0.32

EPS | P/E | EY

20.38 Cent | 5.59 | 17.88%

DPS | DY | Payout %

2.00 Cent | 1.75% | 9.81%

NAPS | P/NAPS

1.95 | 0.58

QoQ | YoY

3.17% | -15.32%

NP Margin | ROE

5.67% | 10.45%

F.Y. | Ann. Date

31-Jan-2024 | 19-Mar-2024

Latest Audited Result

Latest Audited Result

31-Jul-2023

Announcement Date

29-Nov-2023

Next Audited Result

31-Jul-2024

Est. Ann. Date

29-Nov-2024

Est. Ann. Due Date

27-Jan-2025

Annual (Unaudited)

Revenue | NP to SH

1,470,569.000 | 77,742.000

RPS | P/RPS

358.37 Cent | 0.32

EPS | P/E | EY

18.95 Cent | 6.02 | 16.62%

DPS | DY | Payout %

2.00 Cent | 1.75% | 10.56%

NAPS | P/NAPS

1.85 | 0.62

YoY

-15.68%

NP Margin | ROE

5.29% | 10.24%

F.Y. | Ann. Date

31-Jul-2023 | 26-Sep-2023

Annualized Result

Revenue | NP to SH

1,559,596.000 | 94,506.000

RPS | P/RPS

380.06 Cent | 0.30

EPS | P/E | EY

23.04 Cent | 4.95 | 20.20%

DPS | DY | Payout %

-

NAPS | P/NAPS

-

QoQ | YoY

24.33% | 14.28%

NP Margin | ROE

6.06% | 11.81%

F.Y. | Ann. Date

31-Jan-2024 | 19-Mar-2024

Business Process

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 2 / 4 50.00% 2 / 8 25.00%
Total Positive Profit Years 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Positive Profit 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Profit Growth 2 / 4 50.00% 2 / 8 25.00%
Continuous Quarters Of Adjusted EPS Growth 2 / 4 50.00% 2 / 8 25.00%
Total Dividend Years 1 / 4 25.00% 2 / 8 25.00%
Continuous Quarters Of Dividend 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Dividend Growth 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Adjusted Dps Growth 0 / 4 0.00% 0 / 8 0.00%
Average ROE 2.70% 3.14%
Average Net Profit Margin 5.46% 5.90%

Last 5 Financial Years Last 10 Financial Years
Available Years 5 Years 10 Years
Continuous Quarters Of Revenue Growth 3 / 5 60.00% 3 / 10 30.00%
Total Positive Profit Years 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Positive Profit 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Profit Growth 0 / 5 0.00% 0 / 10 0.00%
Continuous Quarters Of Adjusted EPS Growth 0 / 5 0.00% 0 / 10 0.00%
Total Dividend Years 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Dividend 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Dividend Growth 0 / 5 0.00% 0 / 10 0.00%
Continuous Quarters Of Adjusted Dps Growth 0 / 5 0.00% 0 / 10 0.00%
Average ROE 7.76% 5.76%
Average Net Profit Margin 4.40% 3.26%
Key Result

T4Q Annualized Annual (Unaudited) Last 10 FY Average Last 5 FY Average
Revenue 1,476,168 1,559,596 1,470,569 974,675 1,097,118
NP to SH 83,647 94,506 77,742 34,880 51,401
Dividend 8,207 0 8,207 4,074 6,483
Adjusted EPS 20.38 23.04 18.95 8.50 12.53
Adjusted DPS 2.00 0.00 2.00 0.99 1.58

NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share

All figures in '000 unless specified.

EPS & DPS's figures in Cent.

Growth

LQ QoQ LQ YoY CQ YoY LQ vs Average of T4Q LQ vs Average of T8Q
Revenue 19.06% 4.95% 0.72% 14.84% 11.85%
NP to Owner 48.66% 10.00% 14.28% 35.09% 23.89%
Dividend 0.00% 0.00% 0.00% 0.00% 0.00%
Adjusted EPS 48.60% 9.90% 14.29% 35.03% 23.82%
Adjusted DPS 0.00% 0.00% 0.00% 0.00% 0.00%

LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year

T4Q vs LFY T4Q vs AL5FY T4Q vs AL10FY AQR vs LFY AQR vs AL5FY AQR vs AL10FY LFY YoY LFY vs AL5FY LFY vs AL10FY
Revenue 0.38% 34.55% 51.45% 6.05% 42.15% 60.01% 7.92% 34.04% 50.88%
NP to Owner 7.60% 62.73% 139.81% 21.56% 83.86% 170.94% -15.68% 51.24% 122.88%
Dividend 0.00% 26.58% 101.41% 0.00% 0.00% 0.00% -13.04% 26.58% 101.41%
Adjusted EPS 7.55% 62.68% 139.73% 21.58% 83.91% 171.02% -15.67% 51.26% 122.91%
Adjusted DPS 0.00% 26.58% 101.41% 0.00% 0.00% 0.00% -13.04% 26.58% 101.41%

T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year

Discussions
5 people like this. Showing 50 of 3,881 comments

CSOON 77

Why Tomei spike up a lot & Poh Kong only Abit?

2 weeks ago

kl_guy

next 2 quarter eps will be great .

2 weeks ago

Justin Tan

I don't understand why Tomei spike up a lot whereas Poh Kong only rise marginally ?

2 weeks ago

smartepf

because Tomei keep more gold in their vault?

2 weeks ago

Bullballs

Just keep buying and you wont go wrong. It will surely go up. Who dont want gold?

2 weeks ago

Fabien _the efficient capital allocator

Poh Kong's inventories worth RM859 million, almost double its current market cap. And these were valued at much lower gold price!

2 weeks ago

SincereStock

maybe because TOMEI QR is up next this month, POHKONG still need to wait end of june

2 weeks ago

SincereStock

regardless, more reason to stay here after today's lagging behind TOMEI rally, hope to catch up

2 weeks ago

SincereStock

well, not surprise TOMEI just released superb QR, still undervalue for those who want to chase, but POHKONG provide alternative

2 weeks ago

ks55

Posted by ks55 > Apr 4, 2024 8:56 AM | Report Abuse X

Q2 compared with Q1, revenue increased by 48%.
Q2 gold price is very much higher than Q1.
And for Q3 gold price surge much higher than Q2.
We expect revenue for Q3 will increase by about 50% as major festival (CNY, Hari Raya and Hindu wedding season) and profit will be around 10 to 15 sen per share.

=====================

Judging from Tomei Q1 result of 15 sen per share ending 31 Mac, we would expect Poh Kong Q3 result ending 30 April should be 15 - 20 sen a share. Bearing in mind April gold price is very much higher than March.

Tomorrow Poh Kong price should fly.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3447819

2 weeks ago

Invest_888

It is a clear signal to buy Poh Kong as It is undervalued esp the share price. As I said Tomei profit is fantastic that almost breaks its record earning this new QR. Definitely, it is opportunity to buy Poh Kong now.

Target price should be around its NET ASSET of RM1.95 and hasn't price in the surge in gold price esp the gold inventory valuation is not calculated at present time.

2 weeks ago

ks55

https://goldprice.org/gold-price-malaysia.html

Comparing April gold price with March gold price, you should be convinced why Poh Kong Q3 result ending 30 April would yield profit between 15 sen to 20 sen a share.

2 weeks ago

SincereStock

no brainer to hold till june QR before considering profit taking

2 weeks ago

MoneyMakers

Going up nicely - dont doubt gold this yr

Should be happy PK lag behind Tomei - means still got cheap collection opportunity

2 weeks ago

kl_guy

gold shoot up to usd2410 ..very soon going to break all tme high.

2 weeks ago

dompeilee

dompeilee

Re-purchased PohKong after selling my last shares in 2022. Gold has broken out of a modified bullish wedge on the monthly chart.

2023-12-04 09:32

Still 1/3 below all-time high in 2020. No sell!

2 weeks ago

kl_guy

Tomei's 1Q net profit jumps 76% to RM20.94m, highest in two years .
Look like monday will be push up factor for poh kong.
Poh kong coming q-report estimate eps be around 20sen .

2 weeks ago

ks55

I will sell Poh Kong at 2 ringgit.

1 week ago

ks55

Posted by ks55 > Mar 18, 2024 6:50 PM | Report Abuse X

Poh Kong is going to announce Q2 result this week.
What can you deduce from gold price movement for past 5 months? i.e. Oct 2023 to Jan 2024.
What can you expect Q3 result from Feb 24 to Apr 24?

https://goldprice.org/gold-price-malaysia.html

====================

I bought 2 lorry loads of Poh Kong just before it announced its Q2 result. Now waiting for more than 100% profit........after it announce its Q3 result next month. You can join me for a free ride too............

1 week ago

daretocutandchange

tomei revenues increased 31% quarter to quarter,so pohkong next quarter report revenue and net profit will be ?????????????huat

1 week ago

Fabien _the efficient capital allocator

Poh Kong's last quarter net current asset value RM1.57 per share. this is the very minimum target.

1 week ago

kl_guy

Fabien , I think Poh kong will go up more that rm1.57, maybe rm1.80 -rm2.00.
Just hold to Poh kong until the gold price start to drop only decide to sell.

1 week ago

Invest_888

Poh Kong net asset value is RM1.95 as previous quarter report that hasn't price in the surging gold price yet.

1 week ago

GL2004

wa....pohkong finally leads the "gold" counters .......

1 week ago

GL2004

pohkong at this current price still consider very cheap wo........should buy and keep

1 week ago

manahin

Last time tomei 1.20 pohkong 0.80, now tomei 2.10 pohkong???

1 week ago

kl_guy

if you read gold chart , Theorically Gold will go up to around USD 3000 level. What will be Poh kong and other gold related counter ? If the goreng is gold ....we can see goreng like mania during covid or oil price mania when oil hit USD100..... what happen to glove counter during covid ? what happen oil counter during brent hit USD 100? really patiently waiting for that time to come.

1 week ago

ahbah

Gold related counters ... the god of prosperity for all ??? 🤑🤑🤑

1 week ago

kl_guy

yahoo ....goreng is on.
https://theedgemalaysia.com/node/712244

1 week ago

kl_guy

look like usd3000 is not very far away.

1 week ago

kl_guy

siapa rasa 30% untung dah cukup . sila jual . saya nak beli bawah rm1.20

1 week ago

James Ng

[转贴] [Video:浅谈POH KONG HOLDINGS BERHAD, POHKONG, 5080] - James的股票投资James Share Investing
https://klse.i3investor.com/web/blog/detail/general/2024-05-20-story-h-161523513

1 week ago

Invest_888

Bought some at RM1.26 bcs got high confidence in the incoming QR.

1 week ago

Gentingbig

something is cooking at Poh kong as if the families members disposed of their shares almost 2 million on 21/5 ahead of their AGM ...knowing the result is good . why let go as its like an orchestrated move as it involve all the siblings. so i will buy some to see what is the dishes they are cooking for us

1 week ago

Biggmoney

Something big is coming for Pohkong...?

1 week ago

Gentingbig

but today no show and prices retrace now can load

1 week ago

Biggmoney

I mean Really Really BIG.

1 week ago

Invest_888

Poh Kong directors sold their share is abnormal. Gold prices is still uptrend. Incoming QR is great. Poh Kong share price is still low.

1 week ago

Biggmoney

Hmm.. huge buyback volume waiting.. price might start to have movements from here on

1 week ago

Bullballs

Really? Got big money buyback! Are you the one?

1 week ago

Gentingbig

those directors have to let go some of the shares to sharks otherwise how to push it down then up . anyway this counter trading is also much dependable on gold prices

1 week ago

tpee1999

alamak .....two days down lor ....how ...i bought a few k . pray pray go up lor. will go n ask powerful bomoh to high the price fast fast lor

1 week ago

Biggmoney

Seems like there were some panic sellers today
Time to add in some more next week 😁

1 week ago

Gentingbig

GOLD price down lah as this counter prices much dependable on gold price. i should have jump in as thought they releasing their Qr RESULT AS LAST QTR GOLD PRICE UP

1 week ago

ahbah

🤑

5 days ago

Biggmoney

Whole market down, gold counters up
Anyone have any ideas?

3 days ago

ahbah

💰

3 days ago

jeffrey1166

coming can fly

2 days ago

tpee1999

bought a few units only

2 days ago

jeffrey1166

keep buying

1 day ago

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