Highlights
KLSE: NAIM (5073)       NAIM HOLDINGS BHD MAIN : Property
Last Price Today's Change   Day's Range   Trading Volume
0.75   -0.025 (3.23%)  0.74 - 0.775  1,163,500
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Overview

Market Cap: 385 Million
NOSH: 514 Million
Avg Volume (4 weeks):1,089,688
4 Weeks Range:0.72 - 0.84
4 Weeks Price Volatility (%):
25.00%
52 Weeks Range:0.335 - 1.41
52 Weeks Price Volatility (%):
38.60%
Average Price Target: 1.38
Price Target Upside/Downside: +0.63
Stamp duty exempted for year 2020

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2020 [#2]  |  27-Aug-2020
Next QR | Est. Ann. Date: 30-Sep-2020  |  28-Nov-2020
T4Q P/E | EY: 17.10  |  5.85%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 2.5339  |  0.30
T4Q NP Margin | ROE: 10.81%  |  1.73%

Headlines

Date Subject
04-Aug-2020 Daily Technical Highlights: (NAIM, OCK)
03-Aug-2020 Trading Stocks - Naim Holdings
31-Jul-2020 纳音控股迈向98仙/敏源
20-Jul-2020 Mplus Market Pulse - 20 Jul 2020
20-Jul-2020 PublicInvest Research Headlines - 20 Jul 2020
15-Jul-2020 Stocks on Radar - Naim Holdings (5073)
03-Jul-2020 Trading Stocks- Naim Holdings
26-Jun-2020 Daily Market Update - 26 Jun 2020 (NAIM, SDS)
22-Jun-2020 NAIM (5073): Follow the smart money?
19-Jun-2020 Trading Stocks- Naim Holdings
09-Jun-2020 Trading Stocks - Naim Holdings
18-May-2020 Technical Buy: NAIM (5073)
18-May-2020 M+ Online Technical Focus - 18 May 2020
18-May-2020 Daily Market Update - 18 May 2020 (KKB, NAIM)
26-Mar-2020 [转贴] [Facebook live video:浅谈Naim holdings bhd (Naim)] - James的股票投资James Share Investing
28-Feb-2020 Investment Strategy - The Doctor Dispenses
20-Feb-2020 Stocks on Radar - Naim Holdings (5073)
14-Feb-2020 [转贴] [Facebook live video:浅谈Naim holdings bhd (Naim)] - James的股票投资James Share Investing
07-Feb-2020 M+ Online Technical Focus - 7 Feb 2019
07-Feb-2020 Daily Market Update - 7 Feb 2020 (NAIM, JHM)

Business Background

Naim Holdings Bhd is an investment holding company. Along with its subsidiaries, the firm is engaged in property developments, construction, civil engineering, infrastructure projects, and oil and gas services. It operates in three reportable segments. Its Property development segment includes development and construction of residential and commercial properties and sale of vacant land. Construction segment includes construction of buildings, roads, bridges and other infrastructure and engineering works including oil and gas related construction projects. And its Other segment includes manufacture and sale of buildings and construction materials, property investment and quarry operation. The firm generates the highest revenue from Construction segment in Malaysia.
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  11 people like this.
 
BullRunComing The announcement isn't a formal announcement yet which approves by the board and submits to Bursa.

Since the disposable is expected to complete by Q3, likely the dividend announcement will be together with QR report, therefore i guess November 2020.
05/08/2020 6:49 PM
WEIMEY despite the announcement isnt formal yet, which shareholders will reject this proposal? And, I heard that more assets will be disposed like quarries to pay out dividend.
06/08/2020 9:14 AM
BullRunComing @Pukushima

You may refer to my previous comment. That's the expectation.
06/08/2020 10:27 AM
lotuseater They have already announced what they will do with the proceeds from the land sale. RM90 million will be given as dividend. Pls google the news. Just a matter of time.
06/08/2020 6:30 PM
Advin0174 its only 2 cents per share at 90 cents. 2.2%... how much is the target price for this counter? will election boost this share?
07/08/2020 4:27 PM
BullRunComing 2 cent? Where did you get that 2 cent?
07/08/2020 7:36 PM
BullRunComing @lotuseater

After all still the company financial performance matters, dividend isn't important anymore as it has already been factored into current share price.

The key is naim need to win more new project to enhance the order book and complete project to get the progressive payment, otherwise eventually you will get the dividend but lost more in share price.
07/08/2020 7:39 PM
Advin0174 Sorry. My mistake in reading. It’s 18 cents.

KUALA LUMPUR: Shares in Naim Holdings Bhd rose in early trade following its plan to use RM90mil from land sale as dividend.

The property developer rose 2.27%, or two sen to 90 sen, its highest in two weeks, with 1.86 million shares done.

The group intends to utilise RM90mil of the proceeds from the sale of industrial land in Bintulu for cash dividend payout to its shareholders.

This translates into a dividend per share of about 18 sen based on the company’s 500.74 million shares in issue (net of 13.06 million treasury shares).

Naim said the cash dividend is to reward shareholders for their investment and continued

support of the group.

On July 17, Naim’s wholly-owned subsidiary, Petrochemical Hub Sdn Bhd had entered into a sale and purchase agreement (SPA) with Sarawak Economic Development Corporation (SEDC) for the proposed disposal of two parcels of vacant land with a total area of approximately 405.6 hectares in Bintulu, Sarawak for RM340mil.
07/08/2020 10:33 PM
WEIMEY Naim should already secure sarawak infrastructure projects, pending for announcement. anyhow, I will still buy to keep some as the dividend yield is "delicious". Besides, Naim is moving to IBS, which is a good move. I can the share price will remain higher.
08/08/2020 9:29 AM
BullRunComing Construction company will start moving soon as funds are slowly withdrawing from healthcare (glove mask) counter. Undervalued construction company that projects are going to resume soon is expected to rally.
10/08/2020 3:59 PM
WEIMEY Dayang effect's on Naim. Higher Dayang's share price, higher perdana share price, more contracts announcement, more assets disposal for dividend, delicious dividend yield at RM 0.18.
11/08/2020 5:16 PM
Up_again Naim-84 cents
Market cap about 400 mil
Cash in hand 180 mil 340 mil land sales for Sarawak petroleum hub
Owns 26% of Dayang and 10% of Perdana worth 350 mil

Basically Getting NaIm’s property business, land in Kuching and shopping malls for free

Dividend 18 cents this year
26/08/2020 9:02 PM
Up_again Naim still have about 200 acres of land in Bintulu near this proposed Sarawak petroleum Hub

Huhu, if petronas and petros sarawak work out a plan and develop the Hub, kayalah Naim
26/08/2020 9:04 PM
wajatimur_28 Just wait...price going to spike soon..or later
27/08/2020 7:16 PM
GTdyno In naim we believe
27/08/2020 11:30 PM
BullRunComing The land disposal is going to be done within this month, let's wait for the dividend announcement.
02/09/2020 12:36 PM
MrFortune How to calculate the dividend of 18c? It is based on the units I hold or based on wat?
09/09/2020 2:27 PM
zhen0000 不要给这老千骗,说要给股息
09/09/2020 5:49 PM
WEIMEY buy another 10lots at 0.77!
10/09/2020 10:21 AM
Harold Huong Tok Tok Tok
10/09/2020 12:56 PM
zhen0000 看看吧!这sarawak老千说给股息$0.18是要骗你们的,看看股价从$0.90以下到$0725哈哈哈哈
11/09/2020 7:49 AM
zhen0000 当这老千一说要给股息$0.18的时候,我二话不说马上卖了他,现在等他下来$0.65在来买,yes
11/09/2020 7:53 AM
mf Dow Jones 27,534.58 -405.89 1.45%
Nasdaq 10,919.59 -221.971 1.99%
11/09/2020 7:53 AM
zhen0000 朋友们这公司是sarawak超级老千要小心点啊~不要给他说要股息骗去,这老千只说说大话罢了,所以说嘛到时又说什么什么又没给股息了,不要天真去相信他说的谎言ok
11/09/2020 8:02 AM
Hello IsMe 老千的话你为什么要0.65买? 老千随时会让他变去仙股。。小心啊你
11/09/2020 7:37 PM
zhen0000 这公司以给我赚了两次了yes
12/09/2020 7:03 AM
zhen0000 要买就要回去$0.6....的时候就可以买了,ok
12/09/2020 7:08 AM
zhen0000 这老千以给我赚了一两BMW X6.yes
12/09/2020 7:50 AM
chamlo Worse under PN not true Taib Mahmud?
17/09/2020 5:33 AM
Kedahan M'sia Day over GPS get more under PN not PH?
17/09/2020 10:56 AM
Huat huat 2020 https://sgx.i3investor.com/blogs/Jbhouseforsale/38609.jsp
20/09/2020 9:13 PM
TheSecret TOP reasons to buy Naim

1. Naim is giving a nice 18 sen dividend

2. Naim has sold 2 pieces of lands to Sarawak Govt for Rm340 million which is about 68 sen net cash
21/09/2020 10:14 AM
TheSecret We have waited and finally Naim is calling for Egm to conclude sale of lands to Sarawak Government for Rm340 Millions Cash

This is about 68 sen Pure Cash

Of this Rm340 Millions Naim will allocate Rm90 millions as reward for share holders which is a very generous 18 sen Cash per share equal to 22.9% yield

Since Malaysia Int rate has fallen to only 1.75% this means 13 years int paid upfront



As Malaysian Banks are going thru 6 months moratorium for property lenders Banks now got cash contrain

So many listed Companies finding it hard to borrow are asking for Cash calls through Rights Issue after Rights Issue

So it is indeed refreshing that Naim is Giving out this very generous 18 sen dividend



And these are the Top Reasons why Naim is good

1) At 81 sen with NTA of Rm2.60 Naim is selling at a Whopping 70% Discount to NTA. This is more than twice the 30% discount required by Benjamin Graham



2) A check with NAIM NTA they consist of

i) Real Estate in the Vast Territory of Sarawak. Many still at old book value

These two pieces sold have generated a profit of Rm110 Millions or about 22 sen profit

At Rm340 Millions sale value 68 sen Naim making 22 sen means a profit of 32% from Land Investments



ii) Naim is also the Top Holder of both Dayang & Perdana

If Naim were to sell off Dayang it will get another 51.5 sen PURE CASH.

If Naim wants to it could also give out more Cash as Dividend. And Naim still got Rm13.3 Millions in Perdana



3) Already Flowing with Deep Value The Sale of Lands Near Bintulu to SARAWAK ECONOMIC DEV BOARD (Under Sarawak Chief Minister) will now bring in more than 70,000 new jobs

So Naim has planned to build 2,500 affordable houses here for sale at Rm300,000 per unit

From recent records these Single Storey houses at Rm300,000 are selling like Hot Cakes



4) As many are still unaware (just as they were unaware of our highlights on Palm Oil bull run) It is the best time to invest in Naim early while others are still oblivious to its great potential



5) And these are the Unfolding Events Still Ahead

On Oct 6th Naim EGM will pass resolution for Land Sales to Sarawak Economic Dev

Once approved then will come 18 sen 0r Rm180 dividend per share (Highiest in Malaysia)

Dividend to shareholders (Refer to Naim Announcement https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3089092
(b)
Rm90,000,000 (about 18 sen per share)

Top glove only give 8.5 sen dividend



6) By Feb 2021 the Result of Naim will show a gain of 22 sen profit.

By then Analysts will sit up and more will take notice

the Proposed Disposal will enable the Company to immediately unlock the value and monetise its investment in the Subject Lands at an estimated net gain on disposal of approximately RM110.17 million. In addition, the Disposal Consideration also represents a premium of RM153.17 million / 81.98% to Naim’s cost of investment in the Subject Lands of RM186.83 million.



7) And from the Sale of 2,500 houses Naim expected to make a gross Sale of Rm750 Millions

Not counting its investments in Dayang, Perdana or its construction arm

Also possible sale of more Industrial Lands to Unlock Value



What is the Intrinsic Value of Naim then?

At Nta of Rm2.60 we take a 30% discounr

So Rm1.82

So is Naim valued at Rm1.82?

To be even more defensive we take another 30% cut

Rm1.27

So will Naim rise to Rm1.27?

Highly possible

So at 81 sen there is around 60% Upside
21/09/2020 10:26 AM
zhen0000 小心点啊~老千又来骗人了啊~哈哈
21/09/2020 1:54 PM
zhen0000 哈哈哈,都说了啊~老千就是老千又在骗人了吧~
21/09/2020 4:31 PM
zhen0000 第二次股灾来了啊~等这买便宜货吧
22/09/2020 6:21 AM
zhen0000 大家快快看看吧~这老千又来骗人了啦
22/09/2020 9:11 AM
zhen0000 大家小心点啊~这是Sarawak 超级鱷鱼啊~
22/09/2020 10:31 AM
zhen0000 不要让他说要给股息$0.18骗去啊~小心点
22/09/2020 10:33 AM
SelfMadeMillionaire Post removed. Why?
22/09/2020 1:12 PM
HaroldHuong Tok Tok Tok
If not mistaken, few quarter loss making company not allow give dividend.
Betul kah?
22/09/2020 1:13 PM
TheSecret Serba got Rm3 billion time debt bomb so better avoid serba or it will ask for money by Rights issue later

For Naim it's sale of lands to Sarawak Govt will result in 68 sen pure cash

Of this 68 sen 22 sen is pure profit

So taking out 18 sen as dividend from land sale profit is very ok

Naim is a very extraordinary company able to give out 18 sen as cash dividend while so many companies are asking money by Rights issue

Naim go go go!!!
22/09/2020 9:43 PM
AllanTingAS Slowly collect. Once date of 18 sen dividend announce. Share price will go up. But better to buy in by batches.
22/09/2020 10:28 PM
zhen0000 还是有人相信这老千说给股息,无语啊~
23/09/2020 11:40 AM
zhen0000 老千下来了啊~
23/09/2020 2:27 PM
zhen0000 看看吧~这老千下来了啊~哈哈哈
23/09/2020 2:42 PM
zhen0000 等等等下来$0.6.......才来买
23/09/2020 2:43 PM
AllanTingAS Zhen san, already announced in the Bursa website on 21/Sep. Wait for next announcement on their sales of lands.
23/09/2020 9:49 PM
vincent555 购买(Naim)的主要理由是

(Naim)派发了18仙不错的股息

2.(Naim)以3.4亿令吉卖两幅土地给砂拉越政府,大约是68仙的净现金。

3.在给18仙作为分红后,(Naim)仍然得到50仙用于发展建筑屋业。建造2,500套经济适用的单层房屋,每间售价于Rm30万零吉,这将会是非常抢手的卖点。而且会产生7.5亿令吉的总销售额。

Serba获得了30亿令吉的定期债务炸弹,因此最好避免serba,否则它将会在以后的附加股中要钱。

对于Naim来说,将土地出售给砂拉越州政府将获得68仙的纯现金

这68仙22仙是纯利

因此从土地销售中获得的利润扣除了18仙作为股息是很棒的。

(Naim)是一家非常出色的公司,能够派发18仙的现金股利,而且有那么多公司通过附加股来产钱。

(Naim)走吧走吧!
23/09/2020 9:59 PM
zhen0000 朋友们这老千只是说说而已吧了啊~看看吧~等,下今天股价下来$0.6...的时候才买进吧~
24/09/2020 6:18 AM


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