Highlights
KLSE: AIRPORT (5014)       MALAYSIA AIRPORTS HOLDINGS BHD MAIN : Transportation&Logistics
Last Price Today's Change   Day's Range   Trading Volume
5.05   +0.23 (4.77%)  4.82 - 5.05  1,281,200
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Financials


Market Cap: 8,379 Million

Market Cap 8,379 Million
NOSH 1,659 Million

Latest Audited Result:  31-Dec-2019

Latest Audited Result: 31-Dec-2019
Announcement Date 29-Jun-2020
Next Audited Result: 31-Dec-2020
Est. Ann. Date: 29-Jun-2021
Est. Ann. Due Date: 29-Jun-2021

Latest Quarter:  30-Jun-2020 [#2]

Latest Quarter: 30-Jun-2020 [#2]
Announcement Date 27-Aug-2020
Next Quarter: 30-Sep-2020
Est. Ann. Date: 27-Nov-2020
Est. Ann. Due Date: 29-Nov-2020
QoQ | YoY   -346.70%  |    -156.89%

Annual (Unaudited) ( EPS: 28.90, P/E: 15.60 )

Revenue | NP to SH 5,213,107  |  537,042
RPS | P/RPS 314.20 Cent  |  1.61
EPS | P/E | EY 28.90 Cent  |  15.60  |  6.41%
DPS | DY | Payout % 0.00 Cent  |  0.00%  |  - %
NAPS | P/NAPS 5.62  |  0.90
YoY   -26.16%
NP Margin | ROE 10.30%  |  5.76%
F.Y. | Ann. Date 31-Dec-2019  |  28-Feb-2020

T4Q Result ( EPS: 6.99, P/E: 72.28 )

Revenue | NP to SH 3,905,605  |  115,928
RPS | P/RPS 235.39 Cent  |  2.15
EPS | P/E | EY 6.99 Cent  |  72.28  |  1.38%
DPS | DY | Payout % 0.00 Cent  |  0.00%  |  - %
NAPS | P/NAPS 5.49  |  0.92
QoQ | YoY   -68.42%  |    -77.10%
NP Margin | ROE 2.97%  |  1.27%
F.Y. | Ann. Date 30-Jun-2020  |  27-Aug-2020

Annualized Result ( EPS: -16.90, P/E: -37.59 )

Revenue | NP to SH 2,412,032  |  -222,910
RPS | P/RPS 145.37 Cent  |  3.47
EPS | P/E | EY -16.90 Cent  |  -37.59  |  -2.66%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -173.35%  |    -135.99%
NP Margin | ROE -9.24%  |  -2.45%
F.Y. | Ann. Date 30-Jun-2020  |  27-Aug-2020



Business Performance

Business Performance (By Quarter)

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 0 / 4 0.00% 0 / 8 0.00%
Total Positive Profit Years 2 / 4 50.00% 6 / 8 75.00%
Continuous Quarters Of Positive Profit 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Profit Growth 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Adjusted EPS Growth 0 / 4 0.00% 0 / 8 0.00%
Total Dividend Years 0 / 4 0.00% 0 / 8 0.00%
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 0.31% 0.84%
Average Net Profit Margin -4.71% 2.72%

Business Performance (By Year)

Last 5 Financial Years Last 10 Financial Years
Available Years 5 Years 10 Years
Continuous Years Of Revenue Growth 5 / 5 100.00% 5 / 10 50.00%
Total Positive Profit Years 5 / 5 100.00% 10 / 10 100.00%
Continuous Years Of Positive Profit 5 / 5 100.00% 10 / 10 100.00%
Continuous Years Of Profit Growth 0 / 5 0.00% 0 / 10 0.00%
Continuous Years Of Adjusted EPS Growth 0 / 5 0.00% 0 / 10 0.00%
Total Dividend Years 0 / 5 0.00% 0 / 10 0.00%
Continuous Years Of Dividend 0 / 5 0.00% 0 / 10 0.00%
Continuous Years Of Dividend Growth 0 / 5 0.00% 0 / 10 0.00%
Continuous Years Of Adjusted Dps Growth 0 / 5 0.00% 0 / 10 0.00%
Average ROE 3.40% 6.44%
Average Net Profit Margin 6.64% 10.08%

Key Result

Key Result

T4Q Annualized Annual (Unaudited) Last 10 FY Average Last 5 FY Average
Revenue 3,905,605 2,412,032 5,213,107 3,897,348 4,552,024
NP to SH 115,928 -222,910 537,042 376,533 322,424
Dividend 0 - - - -
Adjusted EPS 6.99 -16.90 28.90 21.67 17.39
Adjusted DPS 0.00 0.00 0.00 - -

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

Growth (By Quarter)

LQ QoQ LQ YoY CQ YoY LQ vs Average of T4Q LQ vs Average of T8Q
Revenue -70.85% -78.42% -52.02% -72.12% -75.54%
NP to Owner -346.70% -156.89% -135.99% -414.22% -217.10%
Dividend 0.00% 0.00% 0.00% 0.00% 0.00%
Adj. EPS -203.83% -172.32% -149.88% -821.59% -271.10%
Adj. 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

Growth (By 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 -25.08% -14.20% 0.21% -53.73% -47.01% -38.11% 7.45% 14.52% 33.76%
NP to Owner -78.41% -64.04% -69.21% -141.51% -169.14% -159.20% -26.16% 66.56% 42.63%
Dividend 0.00% 0.00% 0.00% - % - % - % 0.00% 0.00% 0.00%
Adj. EPS -75.81% -59.81% -67.75% -158.48% -197.17% -177.98% -34.07% 66.17% 33.34%
Adj. DPS 0.00% 0.00% 0.00% - % - % - % 0.00% 0.00% 0.00%

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

Analyze this stock with MQ Trader system
  4 people like this.
 
MingGoon Airport drop 5.55 now
08/07/2020 3:14 PM
Neut_ron1 Perhaps can get lower unless there is some support for AA...one of its biggest clients...
Disclaimer: not buy/sell call
09/07/2020 7:12 PM
smallkid91 Use flight ticket prices to gauge airlines loading factor.. not looking good at the moment.. hope you guys took the parachute earlier.
10/07/2020 5:01 PM
SDNBHD ministry of transport sure will urge Airport to give rebate to AA on the airplanes parking fee. if really do so it will adversely impact to their earning at least slash by 70%. short term 4.200-4.500. Better avoid to jump in for the time being as AA's business continuity is in doubt. You cant say the price is cheap now as compared to their previous performance which had delivered high traffic in the past. To assess based on current position, price is still at high side.
Disclaimer : not a buy/sell call.

Anything pls contact me Sito Zheng Liang or Jr Sito.
14/07/2020 7:48 PM
smallkid91 @sdnbhd just to add on.. afaik.. the humid weather in malaysia not suited for long term parkings. Long range planes might be moved elsewhere like cathay is looking into.
14/07/2020 11:31 PM
SDNBHD price start to drop when investor is aware traffic will be continuous maintained at low level for at least nest 2 qtrs. Will only revisit this counter when airlines are start to accelerate back to 70% of previous level.
15/07/2020 3:27 PM
smallkid91 Kenanga stuck :p posting so many articles... Airport dropped from index d still ask ppl to chase :p
17/07/2020 12:51 AM
mf U.S. Cases Up 1.4%; New Data on Kids and Contagion: Virus Update
Bloomberg News
19 July 2020, 06:53 GMT+8
Updated on 19 July 2020, 11:52 GMT+8
19/07/2020 12:45 PM
DannyArcher Stocks to invest for massive future growth (Higher growth = higher revenue = higher stock price), Semi-Conductors, Internet of things, A.I., and Industry 4.0 stocks. These companies export their products and services all over the world, they are not limited to the small Malaysian market, therefore the growth potential is enormous once the economy rebound.


✓ Growing Revenue + Growing Market + Growing Profits = Growing Stock Prices
✓ USA Vaneck Vectors Semiconductor ETF Index Fund (SMH) is breaking out and on uptrend.
✓ These companies are "Buy and hold" type, for long term capital gains, not for trading or speculating.
✓ These companies are well managed and profitable, reasonable PE for tech, low debt or net cash.
✓ CoVid has accelerated the adoption of tech.
✓ Semi-conductor and internet will be the next stock rally once the glove bubble pops.
✓ Please use dollar-cost-averaging investment strategy, don't gamble, don't use margin.


>>> FRONTKN 0128 [ Precision Cleaning Services ]
>>> NOTE: 5th August 2020 - Potential share buyback announcement [ Price Will Increase! Buy Now! ]
TSMC's subcontractor (Biggest chip manufacturer in the world), Frontken services their chip making machines. Apple outsource their chips to TSMC, and Apple is moving towards their own Apple Silicon chip, this means even more business in the coming future. A growth stock. Will we be using more or less chips? If the answer is more chips in everything from cars to smartphones, from TV to aircon, then invest now for long term growth!


>>> DUFU 7233 [ Cloud Hard Disks ]
>>> NOTE: 3rd August 2020 - Bonus Issue, Ordinary shares 1:1 [ Price Will Increase! Buy Now! ]
Hard Disk Spacer maker for Seagate, Toshiba, Western Digital. HDD is slowly being replaced by SSD, but with the super growth of cloud computing, HDD will still outsell SSD in the enterprise market because a 16TB SSD is 10X more expansive than a 16TB Enterprise HDD, and High Performance HDD for cloud servers uses 3 or 4 times more spacer components than the typical consumer PC. It is Estimated that Enterprise HDD market value will double from 2020 to 2025. Massive growth as more people get used to the internet lifestyle after lockdown, from paying bills online to scanning your location via app, everybody is forced to use the internet even if they don't want to. Will we be using more of less internet? If the answer is more and more people will use the internet daily, then invest now!


>>> PENTA 7160 [ Robotic Automation ]
>>> NOTE: 4th August 2020 - Bonus Issue, Ratio 1:2 [ Price Will Increase! Buy Now! ]
They are hardware makers, automation is one of their key selling point. As labour becomes more expensive, automation is the solution. They are the biggest robotic automation company in Malaysia with a global footprint. Study shows world population will decline in 2050, we are entering an aging population, this means we need more automate machines due to the lack of labours. Currently they are expanding into the medical industry by offering automated medical equipment, potential growth.


>>> FPGROUP 5277 [ 5G Networks ]
They make key test components for 5G. In the next few years, we will be moving towards 5G networks, this means guaranteed growth as the entire world gradually move towards 5G. Unlike 3G or 4G, the 5G network requires even more towers, this means the demand for their product will be high. Will the world upgrade their networks to 5G or continue to use 4G forever? If the answer is we will move to 5G, then invest now!


>>> TIME 5031 [ Submarine Cables / Cloud ]
They own quite a number of international submarine cables around the world. As more and more people uses the internet, this means they earn even more money. They are continuously expanding their international submarine cable system around the world. They are also moving towards cloud computing, data cloud storage, online securities and more. Potential growth as more and more companies adopt the internet first policy. Will everyone be using more internet or less internet? If the answer is more, then don't wait, invest now!

P.S. For supporting documents, links and images, visit my i3investor blog. Thanks.
https://klse.i3investor.com/blogs/ndcg/2020-07-20-story-h1510607266-The_Next_Rally_Invest_In_FRONTKN_DUFU_PENTA_FPGROUP_and_TIME.jsp
20/07/2020 4:35 PM
smallkid91 @dannyarcher tech not immune to covid if it prolongs.. us tech stocks earnings these few weeks. Might be Better to buy the after earnings DIP there. tsmc avgo still relatively cheap
20/07/2020 7:26 PM
smallkid91 Airport in CPR. I agree with hlb's tp..
27/07/2020 1:14 AM
RainT sell AIRPORT

Bye
29/07/2020 2:27 PM
smallkid91 @rainT yeap
30/07/2020 9:17 AM
MaYun just could'nt understand why the stock price is so solid above RM5.0, airlines are reporting massive losses, so who are using the airports ?
06/08/2020 11:41 AM
MaYun okay okay, still can collect some airplanes parking rental fees, as more planes are grounded, if the rental is calculated by number of hours the airplanes are grounded, then fattat lo...
06/08/2020 1:10 PM
MaYun gonna go back and study the pass qr report and check how much is the parking rental. ha ha ha
06/08/2020 1:11 PM
smallkid91 @mayun after visiting airports i disagree.. better stay away for now. Lots of shops have closed down even mcd, burger king that will impact rental yield.

The problem is that there's no shortselling. So the price can stay afloat for a long time..

You can try to trade the volatility la. I think there's a buaya/shark inside :p
06/08/2020 9:36 PM
MaYun @smallkid91 Thanks.
I have not been travelling for quite sometime, as with the restriction, I would guess that the shops lots business at the airport must be worst than AEON shopping mall shop lots, so collecting rental fees from shop lots would be a problem. I am just guessing the rental that the airport is getting from the airlines as most plane are grounded.
07/08/2020 10:01 AM
stteck Yesterday, more than 61 thousand passengers made a passage from Sabiha Gökçen
With the transition to a controlled social life, Istanbul Sabiha Gökçen International Airport resumed flights to 33 domestic lines and 45 international destinations, while 61,408 passengers used the airport yesterday.
11/08/2020 9:43 AM
kinuxian https://www.freemalaysiatoday.com/category/nation/2020/08/11/airline-passenger-numbers-triple-in-july/
11/08/2020 5:08 PM
warrior July 2020 passenger number up 3 folds to 1.2 millions
11/08/2020 8:32 PM
Edison Lim https://app.sinchew.com.my/content/content_2323099.html?type=detail
11/08/2020 11:26 PM
smallkid91 3 folds from july is... Even we have raya, we are still 70-80% down from last year's number...

Very aggressive cost cutting smells like a very big losses this QR...
12/08/2020 5:57 AM
Asia88 Gg this company. Another political appointment.
12/08/2020 9:41 AM
bose00 The more pessimistic it is.. means good time to invest ;)
Decision is yrs.
12/08/2020 12:47 PM
bose00 For sure now is recovery phase.
12/08/2020 12:53 PM
12/08/2020 3:34 PM
kinuxian Well, perhaps political appointment can mempermudahkan biz if he carried some sweet along. Never underestimate how they help each others using public fund.
13/08/2020 9:36 AM
13/08/2020 4:30 PM
kinuxian https://thethaiger.com/coronavirus/no-tourists-until-2021-Thailand-shuns-travllers

If this happened to Malaysia, Airport biz likely suffered for another few quarters.
13/08/2020 5:08 PM
bose00 already break the resistance level !
as I said recovery phase. no need to create fear.
13/08/2020 5:14 PM
TRADERPATEL Made some good money on Airport in last 2 months. If real recovery this time, i will hold longer. Thanks Sifus!
16/08/2020 11:28 AM
TRADERPATEL @bose00: How high do you think it can go?
16/08/2020 11:29 AM
Jeffreyteck Dr questions lge role in airport expansion plans... but mum on other major corruption cases. That is the way to survive better. TP 4.50
24/08/2020 10:48 AM
AlexZai Limit up
26/08/2020 11:12 PM
chkhooju Mad?
26/08/2020 11:15 PM
EatCoconutCanWin OMG.. stupid AMbank research ask Buy call... same like FGV liao
27/08/2020 5:44 PM
somchik Once vaccine on then can invest ..for now just dump it like airline stock ...
27/08/2020 10:54 PM
AlexZai Its for long term. But and hold. Wait for breakouts
27/08/2020 11:07 PM
tankoksiong Tenants who have signed up or are going to sign up under Malaysia Airports Holdings Bhd’s (MAHB) ongoing airport commercial reset programme will get to benefit from a rental reduction of up to 30.0% from the current rate. This is equivalent to a total annual savings of RM45.0m for the participating tenants. (The Edge)
03/09/2020 9:15 PM
mf Dow Jones 28,133.311 -159.42 0.56%
Nasdaq 11,313.14 -144.967 1.27%
05/09/2020 7:50 PM
ingoodcrowdtogrow Aminvest .... same people saying gloves stocks are over a few days ago ???
06/09/2020 11:50 PM
speakup results so terrible, but still holding way above march low of rm4
WHO IS SUPPORTING THIS LOSS MAKING COUNTER? AND WHY?
14/09/2020 10:21 PM
humongainz what a non-goreng bargain.
16/09/2020 11:51 AM
humongainz wait for lower while the market diarrhea
16/09/2020 11:52 AM
benykp This is the sector that has not recovered. Month by month... Vaccine trials phase 3.....pressure and demands to fly is only a matter of when... Definitely next year end will recover. From now till then every qtr will improve. Vaccine news out.. Take a jab.. A cert... Off they go...

Been in the airlines industry....these types of airports around the world paralysed is a once in a lifetime.....

Trading tricky... Hold till next June, definatley more than 5.50 is my Tp.

To each his own... Gl.
16/09/2020 8:50 PM
firehawk breaches 5 ... would be supported again at close?
18/09/2020 10:36 AM
sharewiz118 Airport going down
18/09/2020 4:29 PM
firehawk today cannot alrdy, below 5 :-(
18/09/2020 4:53 PM
ChaseBros Not sure about international terminal but just travelled to Sarawak a few days ago and saw that all shops in the domestic KLIA terminal closed down and even lighting was very dim. Presumably international terminal is no better. What a sad scene! Probably tenant will only come back after travel restriction is lifted and capacity restored to satisfactory level and that may be 2022 and beyond.
19/09/2020 11:46 PM