Highlights
KLSE: DPIH (0205)       DPI HOLDINGS BERHAD ACE : Consumer
Last Price Today's Change   Day's Range   Trading Volume
0.29   +0.005 (1.75%)  0.28 - 0.295  2,524,700
Analyze this stock with MQ Trader system

Financials


Market Cap: 141 Million

Market Cap 141 Million
NOSH 487 Million

Latest Audited Result:  31-May-2020

Latest Audited Result: 31-May-2020
Announcement Date 30-Sep-2020
Next Audited Result: 31-May-2021
Est. Ann. Date: 30-Sep-2021
Est. Ann. Due Date: 27-Nov-2021

Latest Quarter:  30-Nov-2020 [#2]

Latest Quarter: 30-Nov-2020 [#2]
Announcement Date 06-Jan-2021
Next Quarter: 28-Feb-2021
Est. Ann. Date: 06-Apr-2021
Est. Ann. Due Date: 29-Apr-2021
QoQ | YoY   -0.61%  |    36.19%

Annual (Unaudited) ( EPS: 1.24, P/E: 23.37 )

Revenue | NP to SH 41,738  |  6,041
RPS | P/RPS 8.58 Cent  |  3.38
EPS | P/E | EY 1.24 Cent  |  23.37  |  4.28%
DPS | DY | Payout % 0.40 Cent  |  1.38%  |  32.23%
NAPS | P/NAPS 0.15  |  1.93
YoY   -5.54%
NP Margin | ROE 14.47%  |  8.27%
F.Y. | Ann. Date 31-May-2020  |  30-Jul-2020

T4Q Result ( EPS: 1.76, P/E: 16.51 )

Revenue | NP to SH 50,106  |  8,549
RPS | P/RPS 10.29 Cent  |  2.82
EPS | P/E | EY 1.76 Cent  |  16.51  |  6.06%
DPS | DY | Payout % 0.80 Cent  |  2.76%  |  45.55%
NAPS | P/NAPS 0.16  |  1.81
QoQ | YoY   11.27%  |    21.78%
NP Margin | ROE 17.06%  |  10.98%
F.Y. | Ann. Date 30-Nov-2020  |  06-Jan-2021

Annualized Result ( EPS: 2.68, P/E: 10.79 )

Revenue | NP to SH 63,020  |  13,076
RPS | P/RPS 12.95 Cent  |  2.24
EPS | P/E | EY 2.68 Cent  |  10.79  |  9.26%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -0.30%  |    62.23%
NP Margin | ROE 20.75%  |  16.79%
F.Y. | Ann. Date 30-Nov-2020  |  06-Jan-2021


Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.

Click here to modify the Visible Columns.

Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-May-2021 06-Jan-2021 30-Nov-2020 2 15,950 4,288 3,259 3,259 2,190 77,876 67.21% 20.43% 4.18% 486,731 3.28 3.28 0.67 0.67 0.45 0.45 0.1600 0.16   -0.61%   36.19% 30-Nov-2020 0.30 9.15 44.80 1.88 2.23% 1.50% 06-Jan-2021 0.30 9.15 44.80 1.88 2.23% 1.50%
31-May-2021 24-Sep-2020 31-Aug-2020 1 15,560 4,396 3,279 3,279 973 77,876 29.69% 21.07% 4.21% 486,731 3.20 3.20 0.67 0.67 0.20 0.20 0.1600 0.16   350.41%   100.31% 28-Aug-2020 0.215 6.73 31.91 1.34 3.13% 0.93% 24-Sep-2020 0.19 5.94 28.20 1.19 3.55% 1.05%
31-May-2020 30-Jul-2020 31-May-2020 4 6,993 831 728 728 - 73,009 - % 10.41% 1.00% 486,731 1.44 1.44 0.15 0.15 0.00 0.00 0.1500 0.15   -43.26%   -70.10% 29-May-2020 0.175 12.18 117.00 1.17 0.85% 0.00% 30-Jul-2020 0.175 12.18 117.00 1.17 0.85% 0.00%
31-May-2020 29-May-2020 29-Feb-2020 3 11,603 2,068 1,283 1,283 730 73,009 56.91% 11.06% 1.76% 486,731 2.38 2.38 0.26 0.26 0.15 0.15 0.1500 0.15   -46.39%   131.17% 28-Feb-2020 0.155 6.50 58.80 1.03 1.70% 0.97% 29-May-2020 0.18 7.55 68.29 1.20 1.46% 0.83%
31-May-2020 22-Jan-2020 30-Nov-2019 2 11,992 3,257 2,393 2,393 1,216 73,009 50.85% 19.95% 3.28% 486,731 2.46 2.46 0.49 0.49 0.25 0.25 0.1500 0.15   46.18%   192.90% 29-Nov-2019 0.17 6.90 34.58 1.13 2.89% 1.47% 22-Jan-2020 0.175 7.10 35.59 1.17 2.81% 1.43%
31-May-2020 25-Oct-2019 31-Aug-2019 1 11,150 2,268 1,637 1,637 - 73,009 - % 14.68% 2.24% 486,731 2.29 2.29 0.34 0.34 0.00 0.00 0.1500 0.15   -32.77%   - % 30-Aug-2019 0.165 7.20 49.06 1.10 2.04% 0.00% 25-Oct-2019 0.185 8.08 55.01 1.23 1.82% 0.00%
31-May-2019 23-Jul-2019 31-May-2019 4 13,369 3,097 2,435 2,435 - 73,009 - % 18.21% 3.34% 486,731 2.75 2.75 0.50 0.50 0.00 0.00 0.1500 0.15   338.74%   - % 31-May-2019 0.17 6.19 33.98 1.13 2.94% 0.00% 23-Jul-2019 0.19 6.92 37.98 1.27 2.63% 0.00%
31-May-2019 01-Mar-2019 3 10,140 915 555 555 - - - % 5.47% - % 396,428 2.56 2.08 0.14 0.11 0.00 0.00 - -   0.00%   - % 01-Mar-2019 0.22 8.60 157.14 0.00 0.64% 0.00% 0.00 0.00 0.00 0.00 0.00% 0.00%
31-May-2019 20-Mar-2019 28-Feb-2019 3 10,140 915 555 555 - 53,798 - % 5.47% 1.03% 384,278 2.64 2.08 0.14 0.11 0.00 0.00 0.1400 0.11   -32.07%   - % 28-Feb-2019 0.22 8.34 152.33 1.57 0.66% 0.00% 20-Mar-2019 0.205 7.77 141.94 1.46 0.70% 0.00%
31-May-2019 03-Jan-2019 30-Nov-2018 2 10,048 1,179 817 817 - 36,017 - % 8.13% 2.27% 360,171 2.79 2.06 0.23 0.17 0.00 0.00 0.1000 0.07   - %   - % 0.00 0.00 0.00 0.00 0.00% 0.00% 0.00 0.00 0.00 0.00 0.00% 0.00%
31-May-2019 31-Aug-2018 1 0 0 0 0 - - - % - % - % - - - 0.00 0.00 0.00 0.00 - -   - %   - % 0.00 0.00 0.00 0.00 0.00% 0.00% 0.00 0.00 0.00 0.00 0.00% 0.00%
31-May-2018 31-May-2018 4 0 0 0 0 - - - % - % - % - - - 0.00 0.00 0.00 0.00 0.1000 0.10   - %   - % 0.00 0.00 0.00 0.00 0.00% 0.00% 0.00 0.00 0.00 0.00 0.00% 0.00%
31-May-2018 28-Feb-2018 3 0 0 0 0 - - - % - % - % - - - 0.00 0.00 0.00 0.00 - -   - %   - % 0.00 0.00 0.00 0.00 0.00% 0.00% 0.00 0.00 0.00 0.00 0.00% 0.00%
31-May-2018 30-Nov-2017 2 0 0 0 0 - - - % - % - % - - - 0.00 0.00 0.00 0.00 - -   - %   - % 0.00 0.00 0.00 0.00 0.00% 0.00% 0.00 0.00 0.00 0.00 0.00% 0.00%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  Moc Nokin likes this.
 
VTrade Two days continue drop since 7-12-2020. Ydpchairman time to buy ?
08/12/2020 12:54 PM
richmao share run all haha , lolz
10/12/2020 4:46 PM
VTrade Wait for dpi intruction
10/12/2020 7:00 PM
richmao no instruction , already up too mve since from btm, shark run some ticke very obvisoly
10/12/2020 7:10 PM
VTrade Ya many seller on queue up. Even klci market up almost 30pts , only topglove still fighting
11/12/2020 11:42 AM
VTrade very quiet here. helo...
11/12/2020 12:40 PM
richmao from 345 rst can't break drop to 275, shark run all ticket already lolz
11/12/2020 3:42 PM
VTrade No up strenght. Seller keep selling. 27sen this week.
11/12/2020 4:57 PM
VTrade "這個充滿機遇市場的新時代,大家必須思考幾個重點,一是節節上漲的股價其實就是最大的利空,這個時候,一方面看著指數往上漲,更要嚴格審視基本面的變化,股價衝得太急太猛太狂,如果基本面跟不上,股價很容易出現失控性的反轉。"

Happy holiday 2020
12/12/2020 7:47 AM
Rong Jiin Low having the potential to up till 1.0 by end of next year
18/12/2020 1:06 PM
YDPChairman V trade yes , I bought at 27, 28 , 29 ,30 , 31 average at ,29.
19/12/2020 6:39 AM
Miz Raya Bloom end of the year only few days, but this counter ada banyak cash, kan?
19/12/2020 9:26 AM
VTrade @Dpchairman, level buying ? U buy alot? Just take care cause very volatile washing. Not breaking 25 consider good. Not stable investor, bias to trader
21/12/2020 2:46 AM
Miz Raya Bloom HLIB ada bagi earlier dan juga STAR ada bagi TA last Saturday, padaku macam potential naik
21/12/2020 11:47 AM
VTrade Ya. Saw news too. Stimulus just approved.
21/12/2020 1:59 PM
Sailangking till got hope?
28/12/2020 10:01 PM
VTrade No sure. But time wasted.
30/12/2020 10:53 AM
issajoke Hobbyists keep demand high for Samurai 2K Aerosol spray paints in pandemic; new products in pipeline.(Source from The Edge Singapore - Nov30 2020)

Many businesses have seen a drop in sales and revenue during theCovid-19 pandemic but one Malaysia-based aerosol paint manufacturer saw a surge in demandand sales of its products instead.
“During the lockdown periods, people spend more time at home, so they turn to DIY activities at home. In our case, our consumers were motivated to spray-paint their vehicles. That’s why Covid-19 did not really affect our business,” CEO of Samurai 2K Aerosol Ian Ong tells The Edge Singapore. Indeed, unable to travel overseas and forced to stay at home more often, many people turn to Netflix binge-watching, yoga, baking, or even pick up a new hobby to keep themselves occupied. For consumers of Samurai 2K products, they chose to give their own vehicles a fresh new coat of paint. Luckily, Malaysia’s Movement Control Order (MCO) also did not put a stop to production at Samurai 2K’s facilities, allowing it to produce enough paint to meet growing demand.

Sales tied to agriculture trade
“Be it a pandemic or economic recession, our business was not heavily affected in our key markets because we don’t just focus on the big cities. Instead, we focus on small towns. I believe the income of my customers were not badly affected as they are in the agriculture trade,” says Ong, adding that his competitors are also doing rather well.

According to Ong, the household income of those working in agriculture and plantation are affected by the price of commodities such as rubber and palm oil. For example, Ong attributes the drop in revenue and earnings for FY2020 ended March to the drop in the average selling price of palm oil, as these farmers make up a large proportion of Samurai 2K’s customers.

Revenue for FY2020 came in at RM63.1 million ($20.7 million), 13.1% lower than the RM72.6 million a year ago, while earnings fell by 51.2% y-o-y to RM5.1 million. Despite the bleak results, the board doubled its final dividend to 1 cent per share, compared to 0.5 cent per share in FY2019,
as the group recorded strong cash and cash equivalents of RM33.2 million at the end of March.

“We have many consumers living in the outskirts who are in the plantation business, such as palm oil. The palm oil workers were affected by the palm oil selling price in FY2020, which caused their income to decrease and also affected their spending power. Hence, they tend to spend less on their hobbies, such as spray painting,” says Ong, who has noticed the same trend in markets
such as India, Indonesia, Malaysia and the Philippines.

Palm oil prices have since improved as it traded at RM3,252 per metric tonne on Nov 1, compared to RM2,422 on Nov 1, 2019, representing a 34.3% increase. Improving commodity prices and spending more time at home meant Samurai 2K’s products were flying off the shelves in 1HFY2021. In 1HFY2021 ended September, Samurai 2K reported revenues of RM44.1 million,
55.2% higher than a year ago while gross profit margin increased to 49.5% from 46.6%
a year ago. Therefore, earnings more than doubled to RM7.7 million from RM3.2 million in 1HFY2020.

Ong now expects demand to remain high in 2HFY2021 and foresees the upcoming FY2021 results to be released in March to be “much better” compared to FY2020 although he avoids giving a guidance due to the uncertainties surrounding the ongoing pandemic.

Since its listing in January 2017, shares in Samurai 2K have more than trebled from its IPO price of 22 cents to 72 cents on Nov 25, giving it a market cap of $79.1 million. Year to date, its shares
have fallen by 10% though.
01/01/2021 5:04 PM
issajoke Logical behind DPIH stock

2020 has been the year where lockdown take places and income of peoples had a hard hit. There's a reasoning to believe DPIH would still grow strong in 2021.

With economy downturn, more people tend to spend their money wisely which from January to October 2020 there is 14% decreased in purchase of motorcycles comparing with 2019. (https://www.malaymail.com/news/malaysia/2020/12/11/heres-how-many-cars-and-bikes-were-sold-in-malaysia-during-this-pandemic-ye/1930857)

With the decline in sales of motorcycles, is reasonable to believed that people will opt to keep using their old motorcycles. Not only that, with MCO & work from home being the norm in 2020, people are getting crafty in DIY which may push the sales of spray paint for people to spend their time coloring and maintaining their own motorcycles instead of buying a new one as it is cheaper and they have more time to learn throughout the lockdown.

Not only motorcycles, there are still many stuff that will need maintenance to avoid damage and to prolonged life. Eg, Furnitures, Machines in Construction site (due to high exposure of sunlight of rain), helmets and many more. Of course some may say that people would rather buy Paint Spray Gun (PSG) as they are able to refill but do bear in mind that PSG would be much costly especially for those who are only using few times. Only professional tend to use it or those who are using it most of the times. Well, most of DPIH target market would be Malays which consist of about 70% in demographic as i believed that more Malays are willing to DIY and more involvement in artistic business (from my viewpoint as a Chinese, dont get offended lol). With the huge target market, there's is still wide potential as DPIH is growing their production capacity.

Their Competitor Samurai 2k are also expecting higher profit at 2021.
04/01/2021 8:12 PM
wolfofsantorini my fren working inside, told me that next qr is super good
06/01/2021 9:58 AM
GreenHat First comment, counter will be green today.
06/01/2021 10:30 AM
wolfofsantorini @greenHat today market diam diam
06/01/2021 10:32 AM
VTrade Work in JHM?
06/01/2021 10:37 AM
BabyShark123 Hmm..just so so only for this quarter
06/01/2021 7:27 PM
VTrade QR after a red bar.... timing good. Let see how US react tonight. Biden Trump action
06/01/2021 9:29 PM
wolfofsantorini green, but dont thk can sustain
07/01/2021 9:03 AM
VTrade Your fren working inside sold already?
08/01/2021 10:53 AM
VTrade Mco now, go sanitise
11/01/2021 8:31 PM
RainT READ
13/01/2021 7:17 PM
Papayashot Hi, do you guys know the target audience for DPI? It seems to me they're focusing on motorcycle part spraying? Please correct me if I am wrong.
15/01/2021 10:36 PM
issajoke Mostly motorcycle parts spraying, can be the Motor repair shop and also those who would spend time doing their own DIY in motor colour spraying. Their price compared with competitor also consider cheaper (I checked in shopee one), so some people may opt for buying spray paint to do their own painting to save up money. They have about 25% of market share in Malaysia.
15/01/2021 11:59 PM
issajoke https://www.prnewswire.com/news-releases/aerosol-paints-market-size-worth-319-8-million-by-2027--cagr-5-6-grand-view-research-inc-301169382.html

SAN FRANCISCO, Nov. 10, 2020 /PRNewswire/ -- The global aerosol paints market size is anticipated to reach USD 319.8 million by 2027, according to a new report by Grand View Research, Inc., growing at a CAGR of 5.6% from 2020 to 2027.
16/01/2021 12:16 AM
Papayashot Thanks ya issajoke. Market share of Samurai in Malaysia is weaker than DPI, but, its overseas sales is stronger than DPI...

Truthfully I never use spray paint myself. If anyone use before, please share your thoughts?
17/01/2021 1:35 PM
commonsense If you guys want to find a company that is a recovery play post Covid 19, you should consider looking at MMC. https://klse.i3investor.com/servlets/ptg/2194.jsp

Below are the positive of the company:

• Valuation is cheap. Despite being the largest port operator in Malaysia, its valuation is still only less than half of its next biggest competitor, Westport.

• Dividend yield is high at between 5.4% to 6.6%. Given the low interest rate environment, this would appeal to a lot of dividend seeking investors.

• Cargo handled in 4Q20 is already passed precovid level. It is even higher that the pre trade war level which started in FY18. The largest port in the group is Pelabuhan Tanjong Pelepas where the 2M shipping alliance has decided to make it their Asean HQ Port. 2M consist of the 2 largest shipping companies in the world: Maersk and MSC.

• Bonus event. Potential monetisation of Port business via IPO. The group is looking to raised RM4bil via IPO. Assuming the amount is from the sales of up to 40% interest in the port business, this values the port business at RM10bil which is way above the current market cap of only RM2.5bil. This does not include their 38% holding in Malakoff (valued at RM1.8bil), 31% of Gas Malaysia (valued at RM1bil) and their Engineering business which is currently the main contractor for MRT2 (via JV with Gamuda).

With Biden being the new President of US, you can expect him to overturn Trump’s America First Policy. This will make it easier for US to trade with other countries including Europe and China which will increase global trade and benefits ports operators like MMC.
18/01/2021 12:21 PM
issajoke Papayashot, i also never use before aerosol paint. If im not wrong, DPIH have lesser variety in colours compared to Samurai 2K but due to lesser colours they have better profit margin.
19/01/2021 4:00 PM
Papayashot Issajoke, kinda curious to c how MCO benefits DPIH sales. I think its BACTIX sanitizer is not the main contributor to its increasing sales lately, am I right?
19/01/2021 4:13 PM
issajoke Definitely not, is not mentioned in their latest QR and they are spending most of their time marketing their aerosol product (from Facebook), I assumed Bactix is just a news to boost their share price, see no effort in marketing sanitizer but probably wont hurt them much as they already have most of the raw material to create sanitizer due to their business in manufacturing aerosol products.
19/01/2021 4:23 PM
Papayashot In Malaysia, DPIH is the market leader. For overseas market such as Indonesia, Samurai 2k is the leader. Is my understanding correct, issajoke?
19/01/2021 4:41 PM
issajoke https://s3-ap-southeast-1.amazonaws.com/investingnote-production-webbucket/attachments/edca640df2d43c0451de85edf9d251ba806b7b6b.pdf?1565532933

"Samurai operates mainly in Southeast Asia with Indonesia and Malaysia as their core markets, contributing 53.6% and 34% of the revenue for FY19 respectively. (FY19 Revenue is RM72.6 mil)"

I'm not sure if they are market leader in Indonesia tho, I only found this on the web, hope this help. Is quite a niche market so the info may not be sufficient.
19/01/2021 5:07 PM
issajoke Aerosol Paint Market in Malaysia

DPIH 25% market share in Malaysia
41.7mil (FY19 Revenue) = 25% market share
1.66mil = 1% market share

Samurai 2k FY19 revenue
72.6mil x 34% = 24.7mil malaysia market

24.7mil/1.66mil = 15.4% market share

This is only estimation, my math is damn bad, correct me if I'm wrong.
19/01/2021 5:21 PM
Papayashot ya issajoke, DPIH market share in Malaysia is more than Samurai 2k, but NOT overseas. I think that's y DPIH wanna expand to other ASEAN markets.... Hopefully its new plant in Tangkak can start construction soon....
19/01/2021 5:35 PM
issajoke the Group anticipates to commence the tender process to appoint a contractor within
the third quarter of 2020. The construction of the New Building is expected to take approximately
18 months. The commissioning of the new machinery and its subsequent trial runs will take a few
more months thereafter.

Furthermore, the upgrade of the existing aerosol paint production factory is still ongoing. The IPO
Proceeds in relation to the plastic cap production is partly to be used for renovation of the new
plastic injection moulding factory, which is currently at its preliminary stage.
19/01/2021 6:43 PM
RainT what is future growth of this company?

what is competitive advantage of this co ?
20/01/2021 2:44 PM
issajoke My Point of View
Pros:
- Low Substitution product
- Excel with 1/4 Market share in Malaysia
- Net Cash Company
- Good cost control compared with competitor
- Directors with strong background in Paint Industry

Cons:
- Still unable to fulfill their target in Prospectus since listed to build their new factory (Extended until 2024)
- Failed to penetrate China Market through Joint Venture (Probably because of Covid ?)
- Most of their profit is from Malaysia (probably 99%)
- Low Market Capital with huge amount of shares (Director hold 75% of the shares)
21/01/2021 3:01 PM
Nathan27 The new listing HPPHB can push from the first day of listing.. triple the ipo price now ... profits and number of shares similar to DPIH... this stock really underperforming ...
21/01/2021 3:06 PM
issajoke 2020/21 is the many active trade in Stock market, since it is listed everybody gonna keep goreng it and more people knw about HPP more than dpih thanks to fb anf Internet
21/01/2021 3:21 PM
Nathan27 True ahaha.. maybe if this stock listed this year, will trade like a star like HPP... ahaha operator not strong enough
21/01/2021 9:41 PM
issajoke This company is safer fundamentally, keep adding 3-4 mil cash every QR, big warchest to prepare for dark cloud or possible future M&A once covid end.
21/01/2021 10:43 PM
Papayashot issajoke, do u have any idea on the profit growth of DPIH these 2 quarters? Seems like not much info.. I do not think it is BACTIX le...
22/01/2021 11:11 PM
issajoke what i saw from their competitor is that they see more demand during mco and cmco cause people are getting themselves into DIY stuff due to too much free time, is like picking up a new hobby. And also due to low crude oil price, their cost of making spray can also cheaper, thats why their margin increased. Compared with last yr, crude oil still low price.
23/01/2021 12:00 AM