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| 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 |
| Trade this stock and receive a FREE I3investor T-shirt after 5 trades. Find out more. |
Financials
Market Cap: 8,379 Million
| Latest Audited Result: 31-Dec-2019
| Latest Quarter: 30-Jun-2020 [#2]
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Annual (Unaudited) ( EPS: 28.90, P/E: 15.60 )
| T4Q Result ( EPS: 6.99, P/E: 72.28 )
| Annualized Result ( EPS: -16.90, P/E: -37.59 )
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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
 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 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 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 bose00 The more pessimistic it is.. means good time to invest ;) Decision is yrs. 12/08/2020 12:47 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 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 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  somchik Once vaccine on then can invest ..for now just dump it like airline stock ... 27/08/2020 10:54 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  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 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  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  |
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