Highlights
KLSE: POHKONG (5080)       POH KONG HOLDINGS BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
0.50   0.00 (0.00%)  0.00 - 0.00  0
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Financials


Market Cap: 205 Million

Market Cap 205 Million
NOSH 410 Million

Latest Audited Result:  31-Jul-2017

Latest Audited Result: 31-Jul-2017
Announcement Date 27-Nov-2017
Next Audited Result: 31-Jul-2018
Est. Ann. Date: 27-Nov-2018
Est. Ann. Due Date: 27-Jan-2019

Latest Quarter:  31-Oct-2018 [#1]

Latest Quarter: 31-Oct-2018 [#1]
Announcement Date 07-Dec-2018
Next Quarter: 31-Jan-2019
Est. Ann. Date: 12-Mar-2019
Est. Ann. Due Date: 01-Apr-2019
QoQ | YoY   -64.55%  |    -40.96%

Annual (Unaudited) ( EPS: 5.70, P/E: 8.77 )

Revenue | NP to SH 1,003,522  |  23,402
RPS | P/RPS 244.55 Cent  |  0.20
EPS | P/E | EY 5.70 Cent  |  8.77  |  11.41%
DPS | DY | Payout % 1.00 Cent  |  2.00%  |  17.53%
NAPS | P/NAPS 1.28  |  0.39
YoY   -20.85%
NP Margin | ROE 2.33%  |  4.46%
F.Y. | Ann. Date 31-Jul-2018  |  26-Sep-2018

T4Q Result ( EPS: 5.17, P/E: 9.67 )

Revenue | NP to SH 1,040,961  |  21,207
RPS | P/RPS 253.68 Cent  |  0.20
EPS | P/E | EY 5.17 Cent  |  9.67  |  10.34%
DPS | DY | Payout % 1.00 Cent  |  2.00%  |  19.35%
NAPS | P/NAPS 1.28  |  0.39
QoQ | YoY   -9.38%  |    -36.04%
NP Margin | ROE 2.04%  |  4.04%
F.Y. | Ann. Date 31-Oct-2018  |  07-Dec-2018

Annualized Result ( EPS: 3.08, P/E: 16.21 )

Revenue | NP to SH 1,033,456  |  12,656
RPS | P/RPS 251.85 Cent  |  0.20
EPS | P/E | EY 3.08 Cent  |  16.21  |  6.17%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -45.92%  |    -40.96%
NP Margin | ROE 1.22%  |  2.41%
F.Y. | Ann. Date 31-Oct-2018  |  07-Dec-2018




Show?  YoY % Horiz. %

Last 10 FY Result
AQR T4Q 31/07/18 31/07/17 31/07/16 31/07/15 31/07/14 31/07/13 31/07/12 31/07/11 31/07/10 31/07/09 CAGR
Revenue 1,033,456 1,040,961 1,003,522 876,996 776,533 805,714 798,397 975,784 830,118 692,419 561,244 541,636 7.09%
  YoY % -0.72% 3.73% 14.43% 12.94% -3.62% 0.92% -18.18% 17.55% 19.89% 23.37% 3.62% -
  Horiz. % 190.80% 192.19% 185.28% 161.92% 143.37% 148.76% 147.40% 180.15% 153.26% 127.84% 103.62% 100.00%
PBT 16,992 22,993 26,886 37,524 17,513 26,131 21,867 40,575 70,949 57,672 44,799 38,558 -3.92%
  YoY % -26.10% -14.48% -28.35% 114.26% -32.98% 19.50% -46.11% -42.81% 23.02% 28.74% 16.19% -
  Horiz. % 44.07% 59.63% 69.73% 97.32% 45.42% 67.77% 56.71% 105.23% 184.01% 149.57% 116.19% 100.00%
Tax -4,336 -1,786 -3,484 -7,957 -6,479 -11,647 -8,557 -6,606 -19,383 -16,467 -12,282 -10,138 -11.18%
  YoY % -142.78% 48.74% 56.21% -22.81% 44.37% -36.11% -29.53% 65.92% -17.71% -34.07% -21.15% -
  Horiz. % 42.77% 17.62% 34.37% 78.49% 63.91% 114.88% 84.41% 65.16% 191.19% 162.43% 121.15% 100.00%
NP 12,656 21,207 23,402 29,567 11,034 14,484 13,310 33,969 51,566 41,205 32,517 28,420 -2.13%
  YoY % -40.32% -9.38% -20.85% 167.96% -23.82% 8.82% -60.82% -34.13% 25.15% 26.72% 14.42% -
  Horiz. % 44.53% 74.62% 82.34% 104.04% 38.82% 50.96% 46.83% 119.52% 181.44% 144.99% 114.42% 100.00%
NP to SH 12,656 21,207 23,402 29,567 11,034 14,484 13,310 33,969 51,566 41,205 32,517 28,444 -2.14%
  YoY % -40.32% -9.38% -20.85% 167.96% -23.82% 8.82% -60.82% -34.13% 25.15% 26.72% 14.32% -
  Horiz. % 44.49% 74.56% 82.27% 103.95% 38.79% 50.92% 46.79% 119.42% 181.29% 144.86% 114.32% 100.00%
Tax Rate 25.52 % 7.77 % 12.96 % 21.21 % 37.00 % 44.57 % 39.13 % 16.28 % 27.32 % 28.55 % 27.42 % 26.29 % -7.55%
  YoY % 228.44% -40.05% -38.90% -42.68% -16.98% 13.90% 140.36% -40.41% -4.31% 4.12% 4.30% -
  Horiz. % 97.07% 29.55% 49.30% 80.68% 140.74% 169.53% 148.84% 61.92% 103.92% 108.60% 104.30% 100.00%
Total Cost 1,020,800 1,019,754 980,120 847,429 765,499 791,230 785,087 941,815 778,552 651,214 528,727 513,216 7.45%
  YoY % 0.10% 4.04% 15.66% 10.70% -3.25% 0.78% -16.64% 20.97% 19.55% 23.17% 3.02% -
  Horiz. % 198.90% 198.70% 190.98% 165.12% 149.16% 154.17% 152.97% 183.51% 151.70% 126.89% 103.02% 100.00%
Net Worth 525,250 525,250 525,250 508,836 467,611 459,973 447,722 443,365 389,743 344,590 312,024 283,207 7.10%
  YoY % 0.00% 0.00% 3.23% 8.82% 1.66% 2.74% 0.98% 13.76% 13.10% 10.44% 10.18% -
  Horiz. % 185.46% 185.46% 185.46% 179.67% 165.11% 162.42% 158.09% 156.55% 137.62% 121.67% 110.18% 100.00%
Dividend
AQR T4Q 31/07/18 31/07/17 31/07/16 31/07/15 31/07/14 31/07/13 31/07/12 31/07/11 31/07/10 31/07/09 CAGR
Div - 4,103 4,103 4,103 41 41 41 5,747 6,153 5,743 5,747 5,746 -3.67%
  YoY % 0.00% 0.00% 0.00% 9,904.19% -0.12% -0.01% -99.29% -6.61% 7.15% -0.08% 0.03% -
  Horiz. % 0.00% 71.41% 71.41% 71.41% 0.71% 0.71% 0.71% 100.02% 107.09% 99.95% 100.03% 100.00%
Div Payout % - % 19.35 % 17.53 % 13.88 % 0.37 % 0.28 % 0.31 % 16.92 % 11.93 % 13.94 % 17.68 % 20.20 % -1.56%
  YoY % 0.00% 10.38% 26.30% 3,651.35% 32.14% -9.68% -98.17% 41.83% -14.42% -21.15% -12.48% -
  Horiz. % 0.00% 95.79% 86.78% 68.71% 1.83% 1.39% 1.53% 83.76% 59.06% 69.01% 87.52% 100.00%
Equity
AQR T4Q 31/07/18 31/07/17 31/07/16 31/07/15 31/07/14 31/07/13 31/07/12 31/07/11 31/07/10 31/07/09 CAGR
Net Worth 525,250 525,250 525,250 508,836 467,611 459,973 447,722 443,365 389,743 344,590 312,024 283,207 7.10%
  YoY % 0.00% 0.00% 3.23% 8.82% 1.66% 2.74% 0.98% 13.76% 13.10% 10.44% 10.18% -
  Horiz. % 185.46% 185.46% 185.46% 179.67% 165.11% 162.42% 158.09% 156.55% 137.62% 121.67% 110.18% 100.00%
NOSH 410,352 410,352 410,352 410,352 410,185 410,690 410,754 410,523 410,256 410,226 410,558 410,446 -0.00%
  YoY % 0.00% 0.00% 0.00% 0.04% -0.12% -0.02% 0.06% 0.07% 0.01% -0.08% 0.03% -
  Horiz. % 99.98% 99.98% 99.98% 99.98% 99.94% 100.06% 100.08% 100.02% 99.95% 99.95% 100.03% 100.00%
Ratio Analysis
AQR T4Q 31/07/18 31/07/17 31/07/16 31/07/15 31/07/14 31/07/13 31/07/12 31/07/11 31/07/10 31/07/09 CAGR
NP Margin 1.22 % 2.04 % 2.33 % 3.37 % 1.42 % 1.80 % 1.67 % 3.48 % 6.21 % 5.95 % 5.79 % 5.25 % -8.63%
  YoY % -40.20% -12.45% -30.86% 137.32% -21.11% 7.78% -52.01% -43.96% 4.37% 2.76% 10.29% -
  Horiz. % 23.24% 38.86% 44.38% 64.19% 27.05% 34.29% 31.81% 66.29% 118.29% 113.33% 110.29% 100.00%
ROE 2.41 % 4.04 % 4.46 % 5.81 % 2.36 % 3.15 % 2.97 % 7.66 % 13.23 % 11.96 % 10.42 % 10.04 % -8.62%
  YoY % -40.35% -9.42% -23.24% 146.19% -25.08% 6.06% -61.23% -42.10% 10.62% 14.78% 3.78% -
  Horiz. % 24.00% 40.24% 44.42% 57.87% 23.51% 31.37% 29.58% 76.29% 131.77% 119.12% 103.78% 100.00%
Per Share
AQR T4Q 31/07/18 31/07/17 31/07/16 31/07/15 31/07/14 31/07/13 31/07/12 31/07/11 31/07/10 31/07/09 CAGR
RPS 251.85 253.68 244.55 213.72 189.31 196.19 194.37 237.69 202.34 168.79 136.70 131.96 7.09%
  YoY % -0.72% 3.73% 14.43% 12.89% -3.51% 0.94% -18.23% 17.47% 19.88% 23.47% 3.59% -
  Horiz. % 190.85% 192.24% 185.32% 161.96% 143.46% 148.67% 147.29% 180.12% 153.33% 127.91% 103.59% 100.00%
EPS 3.08 5.17 5.70 7.21 2.69 3.53 3.24 8.28 12.57 10.04 7.92 6.93 -2.15%
  YoY % -40.43% -9.30% -20.94% 168.03% -23.80% 8.95% -60.87% -34.13% 25.20% 26.77% 14.29% -
  Horiz. % 44.44% 74.60% 82.25% 104.04% 38.82% 50.94% 46.75% 119.48% 181.39% 144.88% 114.29% 100.00%
DPS 0.00 1.00 1.00 1.00 0.01 0.01 0.01 1.40 1.50 1.40 1.40 1.40 -3.67%
  YoY % 0.00% 0.00% 0.00% 9,900.00% 0.00% 0.00% -99.29% -6.67% 7.14% 0.00% 0.00% -
  Horiz. % 0.00% 71.43% 71.43% 71.43% 0.71% 0.71% 0.71% 100.00% 107.14% 100.00% 100.00% 100.00%
NAPS 1.2800 1.2800 1.2800 1.2400 1.1400 1.1200 1.0900 1.0800 0.9500 0.8400 0.7600 0.6900 7.10%
  YoY % 0.00% 0.00% 3.23% 8.77% 1.79% 2.75% 0.93% 13.68% 13.10% 10.53% 10.14% -
  Horiz. % 185.51% 185.51% 185.51% 179.71% 165.22% 162.32% 157.97% 156.52% 137.68% 121.74% 110.14% 100.00%
Adjusted Per Share Value based on latest NOSH - 410,352
AQR T4Q 31/07/18 31/07/17 31/07/16 31/07/15 31/07/14 31/07/13 31/07/12 31/07/11 31/07/10 31/07/09 CAGR
RPS 251.85 253.68 244.55 213.72 189.24 196.35 194.56 237.79 202.29 168.74 136.77 131.99 7.09%
  YoY % -0.72% 3.73% 14.43% 12.94% -3.62% 0.92% -18.18% 17.55% 19.88% 23.38% 3.62% -
  Horiz. % 190.81% 192.20% 185.28% 161.92% 143.37% 148.76% 147.41% 180.16% 153.26% 127.84% 103.62% 100.00%
EPS 3.08 5.17 5.70 7.21 2.69 3.53 3.24 8.28 12.57 10.04 7.92 6.93 -2.15%
  YoY % -40.43% -9.30% -20.94% 168.03% -23.80% 8.95% -60.87% -34.13% 25.20% 26.77% 14.29% -
  Horiz. % 44.44% 74.60% 82.25% 104.04% 38.82% 50.94% 46.75% 119.48% 181.39% 144.88% 114.29% 100.00%
DPS 0.00 1.00 1.00 1.00 0.01 0.01 0.01 1.40 1.50 1.40 1.40 1.40 -3.67%
  YoY % 0.00% 0.00% 0.00% 9,900.00% 0.00% 0.00% -99.29% -6.67% 7.14% 0.00% 0.00% -
  Horiz. % 0.00% 71.43% 71.43% 71.43% 0.71% 0.71% 0.71% 100.00% 107.14% 100.00% 100.00% 100.00%
NAPS 1.2800 1.2800 1.2800 1.2400 1.1395 1.1209 1.0911 1.0805 0.9498 0.8397 0.7604 0.6902 7.10%
  YoY % 0.00% 0.00% 3.23% 8.82% 1.66% 2.73% 0.98% 13.76% 13.11% 10.43% 10.17% -
  Horiz. % 185.45% 185.45% 185.45% 179.66% 165.10% 162.40% 158.08% 156.55% 137.61% 121.66% 110.17% 100.00%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/07/18 31/07/17 31/07/16 31/07/15 31/07/14 31/07/13 31/07/12 31/07/11 31/07/10 31/07/09 CAGR
Date AQR T4Q 31/07/18 31/07/17 29/07/16 31/07/15 31/07/14 31/07/13 31/07/12 29/07/11 30/07/10 31/07/09 -
Price 0.4750 0.4750 0.5100 0.5000 0.5000 0.4700 0.4800 0.4700 0.4800 0.4400 0.4000 0.4000 -
P/RPS 0.19 0.19 0.21 0.23 0.26 0.24 0.25 0.20 0.24 0.26 0.29 0.30 -3.88%
  YoY % 0.00% -9.52% -8.70% -11.54% 8.33% -4.00% 25.00% -16.67% -7.69% -10.34% -3.33% -
  Horiz. % 63.33% 63.33% 70.00% 76.67% 86.67% 80.00% 83.33% 66.67% 80.00% 86.67% 96.67% 100.00%
P/EPS 15.40 9.19 8.94 6.94 18.59 13.33 14.81 5.68 3.82 4.38 5.05 5.77 4.98%
  YoY % 67.57% 2.80% 28.82% -62.67% 39.46% -9.99% 160.74% 48.69% -12.79% -13.27% -12.48% -
  Horiz. % 266.90% 159.27% 154.94% 120.28% 322.18% 231.02% 256.67% 98.44% 66.20% 75.91% 87.52% 100.00%
EY 6.49 10.88 11.18 14.41 5.38 7.50 6.75 17.61 26.19 22.83 19.80 17.33 -4.75%
  YoY % -40.35% -2.68% -22.41% 167.84% -28.27% 11.11% -61.67% -32.76% 14.72% 15.30% 14.25% -
  Horiz. % 37.45% 62.78% 64.51% 83.15% 31.04% 43.28% 38.95% 101.62% 151.13% 131.74% 114.25% 100.00%
DY 0.00 2.11 1.96 2.00 0.02 0.02 0.02 2.98 3.13 3.18 3.50 3.50 -6.24%
  YoY % 0.00% 7.65% -2.00% 9,900.00% 0.00% 0.00% -99.33% -4.79% -1.57% -9.14% 0.00% -
  Horiz. % 0.00% 60.29% 56.00% 57.14% 0.57% 0.57% 0.57% 85.14% 89.43% 90.86% 100.00% 100.00%
P/NAPS 0.37 0.37 0.40 0.40 0.44 0.42 0.44 0.44 0.51 0.52 0.53 0.58 -4.04%
  YoY % 0.00% -7.50% 0.00% -9.09% 4.76% -4.55% 0.00% -13.73% -1.92% -1.89% -8.62% -
  Horiz. % 63.79% 63.79% 68.97% 68.97% 75.86% 72.41% 75.86% 75.86% 87.93% 89.66% 91.38% 100.00%
Price Multiplier on Announcement Date
AQR T4Q 31/07/18 31/07/17 31/07/16 31/07/15 31/07/14 31/07/13 31/07/12 31/07/11 31/07/10 31/07/09 CAGR
Date AQR T4Q 26/09/18 21/09/17 28/09/16 28/09/15 22/09/14 24/09/13 27/09/12 30/09/11 28/09/10 29/09/09 -
Price 0.4700 0.4700 0.4950 0.6300 0.4800 0.4400 0.4700 0.4600 0.5200 0.4000 0.4100 0.4100 -
P/RPS 0.19 0.19 0.20 0.29 0.25 0.22 0.24 0.19 0.26 0.24 0.30 0.31 -4.75%
  YoY % 0.00% -5.00% -31.03% 16.00% 13.64% -8.33% 26.32% -26.92% 8.33% -20.00% -3.23% -
  Horiz. % 61.29% 61.29% 64.52% 93.55% 80.65% 70.97% 77.42% 61.29% 83.87% 77.42% 96.77% 100.00%
P/EPS 15.24 9.09 8.68 8.74 17.84 12.48 14.50 5.56 4.14 3.98 5.18 5.92 4.34%
  YoY % 67.66% 4.72% -0.69% -51.01% 42.95% -13.93% 160.79% 34.30% 4.02% -23.17% -12.50% -
  Horiz. % 257.43% 153.55% 146.62% 147.64% 301.35% 210.81% 244.93% 93.92% 69.93% 67.23% 87.50% 100.00%
EY 6.56 11.00 11.52 11.44 5.60 8.02 6.89 17.99 24.17 25.11 19.32 16.90 -4.17%
  YoY % -40.36% -4.51% 0.70% 104.29% -30.17% 16.40% -61.70% -25.57% -3.74% 29.97% 14.32% -
  Horiz. % 38.82% 65.09% 68.17% 67.69% 33.14% 47.46% 40.77% 106.45% 143.02% 148.58% 114.32% 100.00%
DY 0.00 2.13 2.02 1.59 0.02 0.02 0.02 3.04 2.88 3.50 3.41 3.41 -5.65%
  YoY % 0.00% 5.45% 27.04% 7,850.00% 0.00% 0.00% -99.34% 5.56% -17.71% 2.64% 0.00% -
  Horiz. % 0.00% 62.46% 59.24% 46.63% 0.59% 0.59% 0.59% 89.15% 84.46% 102.64% 100.00% 100.00%
P/NAPS 0.37 0.37 0.39 0.51 0.42 0.39 0.43 0.43 0.55 0.48 0.54 0.59 -4.49%
  YoY % 0.00% -5.13% -23.53% 21.43% 7.69% -9.30% 0.00% -21.82% 14.58% -11.11% -8.47% -
  Horiz. % 62.71% 62.71% 66.10% 86.44% 71.19% 66.10% 72.88% 72.88% 93.22% 81.36% 91.53% 100.00%

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.


Analyze this stock with MQ Trader system
  3 people like this.
 
Alex™ wah, why all my counter give money to tabung malaysia? Itu RM1m shareholder money tau? got my approval or not?
08/12/2018 14:33
Alex™ Poh Kong will contribute RM30 from the sale of each “Gold Note of Hope” to the national fund
08/12/2018 14:33
Alex™ To approve the payment of the Directors’ Fees and Allowances amounting to RM334,700.00 for the year ended 31 July 2018.
08/12/2018 14:34
Alex™ POH KONG JEWELLERS SDN BHD
Lot 10, PN3792, Section 9 Township of Petaling Jaya Selangor Darul Ehsan
No.7, Jalan Timur 46000 Petaling Jaya Selangor Darul Ehsan
Single storey detached house incorporating attic floor
Leasehold (Expiring in 2053)
Residential 1,024.6 square metres
Approximately 46 years
3,504,900
27.12.94
08/12/2018 14:35
Alex™ aiya leasehold ah? gone case....
08/12/2018 14:36
Alex™ SUBSTANTIAL SHAREHOLDERS’
Poh Kong Sdn Bhd 239,208,886 58.29 %
08/12/2018 14:37
Alex™ top 30 shareholders holding >85% shares
08/12/2018 14:37
Alex™ 2 shareholders holding >65% shares
08/12/2018 14:37
foreverchung Don't worry, people buy this counter not to invest for its growth or goreng, just like a hedge-hedge nia.
09/12/2018 19:56
Alex™ Bursa stocks mostly gg... Why gold belum up yet?
12/12/2018 19:49
Nicholasming91 No money how to buy gold ?
12/12/2018 20:11
foreverchung Every 2 week if gold end up higher, then collect abit!
30/12/2018 19:23
Sebastian Sted Power this stock good! Why?

1- 2019 world stock won't better than 2018. So ppl will invest gold
2- 2019 is piggy year. Many many baby pig. All the Ah Gong and Ah Ma busy buy gold for their piggy grandchildren
3- still trading at single digit PE (Hongkong, China gold jewelry counter all PE above 20)

Below 50cents still dont want buy? Then apa lagi you mau?
04/01/2019 22:55
foreverchung Gold up again. Collect. Ezpz.
07/01/2019 16:34
limkokthye why najib boh gold note of hope?
10/01/2019 21:01
limkokthye poh kong should make (1mdb note of hope) with najib and rosmah face
10/01/2019 21:02
foreverchung https://www.thestar.com.my/business/business-news/2019/01/11/poh-kong-allots-up-to-rm15m-for-new-stores-in-2019/
11/01/2019 17:09
Sebastian Sted Power Higher gold prices to boost Poh Kong's profit in FY19

By Justin Lim | 2019-01-11 17:33:38

KUALA LUMPUR (Jan 11): Poh Kong Holdings Bhd, the country’s largest jewellery retail chain store, expects to stem the decline in net profit to record a growth in the current financial year ending July 31, 2019 (FY19), on anticipation of higher gold prices this year.

Its executive chairman cum managing director Datuk Eddie Choon Yee Seiong is predicting gold price for 2019 to trade at US$1,300 to US$1,400 per ounce levels in the next 12 months, up from below US$1,300 per ounce now.

"If gold prices trend upwards, our margin will be better and this will help lift our profitability,” he told reporters after the group’s annual general meeting today.

For FY18, Poh Kong saw a 20.7% decline in net profit to RM23.4 million from RM29.53 million in the previous year, while revenue rose 14.4% to RM1 billion from RM877 million.

Choon is of the view that gold will benefit from the ongoing US-China trade war concerns, as investors may find the precious metal a safe haven.

Bloomberg data showed spot gold price rose 0.62% or US$7.93 to trade at US$1,294.58 per ounce at 3.33pm. Over the past one year, the price of gold has been trading in the range of US$1,362.40 to US$1,176.20 per ounce.

Given the optimistic prospects for gold prices, Choon said Poh Kong will continue to put effort on areas such as inventory management and cost control to further improve the group’s efficiency to lift profit.

“Expansion is also one way to enhance our profit margin and we will introduce products to meet the current market de
11/01/2019 20:40
sharkeatapple http://www.enanyang.my/news/20190113/美元下跌激励金价/
14/01/2019 16:41
foreverchung I think Yeoman and co now holds more than 20% of the company already lol.

Direct + Indirect:
Mr Yeo: 8.71%
Yeoman 3: 7.74%
Yeoman Cap: 8.04%
Mrs Lim: 8.71%

What is this black magic?
17/01/2019 12:01
foreverchung can someone help me understand? i noob in this lol.
17/01/2019 12:01
commonsense The price of gold actually started to went up back in mid-September 2018 when US intensified the trade war with China by imposing an additional tariff to USD200bil worth of Chinese products (US actually had already imposed a tariff on China product back in July 18 but the products amount was smaller at only USD50bil). The tariff had people running to safe haven investments like US treasuries, Japanese Yen and gold. Currently the 2 big economies are planning for a trade negotiation on 30 to 31 Jan 2019. The outcome of these negotiation will determine the appeal of haven assets like gold which would also determine the outlook of jeweler companies like Poh Kong.

This is actually more of a binary trade where Poh Kong will benefit (via the appreciation of gold price) if the negotiation falls through or would have a lower profit outlook if Trump and Xi Jinping managed to come out with a deal later. That being said, I doubt that the gold price would be able to return to the 2011 – 2012 level of almost USD2000/oz. Maximum profit for the company if the negotiation falls through would be around RM25mil (near FY18 level) which values the company at a PE of only 7.8x.

However, if US and China managed to come to an agreement, of which we will see a fall of gold price to around USD1100 to USD1200 level, Poh Kong would most probably be able to deliver a profit of around RM12mil to RM15mil which values the company at around 13x PE. Which is actually not that high. But given the current market environment, investors can actually find companies that are trading below 10x PE and still able to deliver profit growth in FY19.

If you are looking to diversify your portfolio outside of Poh Kong (due to its earnings uncertainties) I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM10mil to RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 5.9x PE.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.
24/01/2019 10:08
129055444514385 Funds sapu pohkong shares :)

Tuesday, 15 Jan 2019

5:20PM POHKONG YEOMAN CAPITAL MANAGEMENT PTE LTD (250,000 units Acquired)

5:20PM POHKONG LIM MEE HWA (250,000 units Acquired)

5:20PM POHKONG YEO SENG CHONG (250,000 units Acquired)

5:20PM POHKONG YEOMAN 3-RIGHTS VALUE ASIA FUND (250,000 units Acquired)







Dividend is also on the way :)

POHKONG - Notice of Book Closure
POHKONG - Notice of Book ClosureILC-30112018-00017First and Final Single Tier Dividend of 1.00 sen per share. Kindly be advisedof the following : 1) The above Company's securities will be traded andquoted "Ex - Dividend? as from: 13 Feb 2019 2) The last date of lodgment : 15Feb 2019 3) Date Payable : 8 Mar 2019 Remarks: The payment of the First andFinal Single Tier Dividend of 1.00 sen per Ordinary Share in respect of thefinancial year ended 31 July 2018 is subject to the approval of theshareholders at the Sixteenth Annual General Meeting of the Company to beconvened on 11 January 2019.MANAGER, REF. DATA MANAGEMENTYou are advised to read the entire contents of the announcement or attachment.To read the entire contents of the announcement or attachment, please accessthe Bursa website at http://www.bursamalaysia.com


30/11/2018 07:00 AM


Ref Code: 201811305100121
24/01/2019 11:34
129055444514385 Only buy, never sell since July 2018 :)


MADAM LIM MEE HWA 11-Jan-2019 Acquired 250,000
MR YEO SENG CHONG 11-Jan-2019 Acquired 250,000
YEOMAN 3-RIGHTS VALUE ASIA FUND 11-Jan-2019 Acquired 250,000
YEOMAN CAPITAL MANAGEMENT PTE LTD 11-Jan-2019 Acquired 250,000
MADAM LIM MEE HWA 29-Aug-2018 Acquired 250,000
MR YEO SENG CHONG 29-Aug-2018 Acquired 250,000
YEOMAN 3-RIGHTS VALUE ASIA FUND 29-Aug-2018 Acquired 250,000
YEOMAN CAPITAL MANAGEMENT PTE LTD 29-Aug-2018 Acquired 250,000
MADAM LIM MEE HWA 24-Jul-2018 Acquired 250,000
MR YEO SENG CHONG 24-Jul-2018 Acquired 250,000
YEOMAN 3-RIGHTS VALUE ASIA FUND 24-Jul-2018 Acquired 250,000
YEOMAN CAPITAL MANAGEMENT PTE LTD 24-Jul-2018 Acquired 250,000
24/01/2019 11:36
129055444514385 gold price is expected to rise further :) Net assets per share RM1.28, the stocks are mainly gold, just liquidate the company, shareholders could get back at least RM1 haha

POHKONG Financial Information
Market Capital (RM)
: 194.92m
Number of Share
: 410.35m
EPS (cent)
: 5.17 *
P/E Ratio
: 9.19
ROE (%)
: 4.04
Dividend (cent)
: 1.000 ^
Dividend Yield (%)
: 2.11
Dividend Policy (%)
: 0
NTA (RM)
: 1.280
Par Value (RM)
: 0.500

* Calculated based on the net profit of the trailing twelve months and latest number of shares issued.
^ Total dividend amount declared for financial year ended 2018-07-31.
24/01/2019 11:40
129055444514385 Buying pohkong can also be treated as investing in gold stocks .......with the dividend coming, worth to grab some before it is too late....... :)

Recent Prices
Date Open Range Close Change Volume
23/01/2019 0.48 0.475 - 0.48 0.475 -0.015 (3.06%) 157,400
22/01/2019 0.49 0.49 - 0.49 0.49 -0.01 (2.00%) 18,100
18/01/2019 0.50 0.00 - 0.00 0.50 0.00 (0.00%) 0
17/01/2019 0.50 0.50 - 0.50 0.50 +0.005 (1.01%) 88,000
16/01/2019 0.49 0.49 - 0.495 0.495 +0.005 (1.02%) 15,000
15/01/2019 0.49 0.00 - 0.00 0.49 0.00 (0.00%) 0
14/01/2019 0.52 0.49 - 0.52 0.49 -0.03 (5.77%) 302,500
11/01/2019 0.485 0.485 - 0.52 0.52 +0.035 (7.22%) 349,400
10/01/2019 0.48 0.48 - 0.485 0.485 0.00 (0.00%) 157,500
09/01/2019 0.485 0.48 - 0.485 0.485 +0.005 (1.04%) 6,100
08/01/2019 0.47 0.47 - 0.48 0.48 -0.005 (1.03%) 24,100
07/01/2019 0.485 0.485 - 0.485 0.485 +0.005 (1.04%) 300
04/01/2019 0.465 0.465 - 0.48 0.48 +0.01 (2.13%) 13,000
03/01/2019 0.47 0.47 - 0.47 0.47 -0.01 (2.08%) 36,600
02/01/2019 0.48 0.465 - 0.48 0.48 +0.03 (6.67%) 73,000
31/12/2018 0.45 0.00 - 0.00 0.45 0.00 (0.00%) 0
28/12/2018 0.475 0.45 - 0.48 0.45 -0.01 (2.17%) 40,800
27/12/2018 0.46 0.46 - 0.46 0.46 -0.01 (2.13%) 5,000
24/01/2019 11:42
129055444514385 :)

Poh Kong Holdings Bhd expects to stem the decline in net profit to record a growth in the current financial year ending July 31, 2019, on anticipation of higher gold prices this year.

Its executive chairman-cum-managing director Datuk Eddie Choon is predicting gold price to trade at US$1,300 to US$1,400 per ounce in the next 12 months, up from below US$1,300 per ounce now.

Choon is of the view that gold will benefit from the ongoing US-China trade war concerns, as investors may find the precious metal a safe haven.

http://www.theedgemarkets.com/article/genting-poh-kong-scomi-energy-perisai-petroleum-tatt-giap-apft-spring-gallery-and-green
24/01/2019 11:45
129055444514385 Inventories RM581mil+ as at 31 Oct 2018 , gold price has risen since 31 Oct 2018... it will report higher profit for the quarter ended 31 Jan 2019 :)

Higher gold prices to boost Poh Kong's profit in FY19

By Justin Lim | 2019-01-11 17:33:38

KUALA LUMPUR (Jan 11): Poh Kong Holdings Bhd, the country’s largest jewellery retail chain store, expects to stem the decline in net profit to record a growth in the current financial year ending July 31, 2019 (FY19), on anticipation of higher gold prices this year.

Its executive chairman cum managing director Datuk Eddie Choon Yee Seiong is predicting gold price for 2019 to trade at US$1,300 to US$1,400 per ounce levels in the next 12 months, up from below US$1,300 per ounce now.

"If gold prices trend upwards, our margin will be better and this will help lift our profitability,” he told reporters after the group’s annual general meeting today.

For FY18, Poh Kong saw a 20.7% decline in net profit to RM23.4 million from RM29.53 million in the previous year, while revenue rose 14.4% to RM1 billion from RM877 million.

Choon is of the view that gold will benefit from the ongoing US-China trade war concerns, as investors may find the precious metal a safe haven.

Bloomberg data showed spot gold price rose 0.62% or US$7.93 to trade at US$1,294.58 per ounce at 3.33pm. Over the past one year, the price of gold has been trading in the range of US$1,362.40 to US$1,176.20 per ounce.

Given the optimistic prospects for gold prices, Choon said Poh Kong will continue to put effort on areas such as inventory management and cost control to further improve the group’s efficiency to lift profit.
24/01/2019 12:10
129055444514385 :)

Poh Kong Holdings Bhd has allocated between RM9.0 mln and RM15.0 mln capital expenditure (capex) to open three new stores in 2019. Of the total capex, about RM3.0 mln to RM5.0 mln will be used for each of the store. With these new stores, Poh Kong will have 95 outlets nationwide under various brands including retail concept stores. (Bernama)
24/01/2019 13:07
davidkkw79 I suggest poh kong to pay in gold or silver should be much more better idea.
24/01/2019 20:06
129055444514385 Pohkong, so much undervalued campared to HK Luk Fook, the price to Book Ratio was scary :)

Pohkong - Key Statistics
P/E Ratio 9.69
Shares Outstanding 410.35M
Price to Book Ratio 0.3897
Price to Sales Ratio 0.1971
1 Year Return -18.68%
30 Day Avg Volume 52,330
EPS 0.05
Dividend 2.02%
Last Dividend Reported 0.01
Earnings Announcement for Period Ending Q1/2019:03/12/2019


Hongkong Luk Fook - Key Statistics
P/E Ratio 8.68
Shares Outstanding 587.11M
Price to Book Ratio 1.3255
Price to Sales Ratio 0.8123
1 Year Return -15.42%
30 Day Avg Volume 1,092,033
EPS 2.58
Dividend 4.92%
Last Dividend Reported 0.55
Earnings Announcement for Period Ending Q2/2019:06/27/2019

(Source: Bloomberg)
24/01/2019 21:19
129055444514385 :)

Latest Financial Results



Revenue (RM)1,003,521,807
Cost of sales (RM)(807,107,617)
Gross profit (RM)196,414,190
EPS (sen) 5.70  

* The information is retrieved from Annual Report for Financial Year Ended 31 July 2018.
24/01/2019 21:30
129055444514385 Pohkong, better sell to HK Luk Fook at Price to Book Ratio 1.00 :)

Pohkong - Key Statistics
P/E Ratio 9.69
Shares Outstanding 410.35M
Price to Book Ratio 0.3897
Price to Sales Ratio 0.1971
1 Year Return -18.68%
30 Day Avg Volume 52,330
EPS 0.05
Dividend 2.02%
Last Dividend Reported 0.01
Earnings Announcement for Period Ending Q1/2019:03/12/2019


Hongkong Luk Fook - Key Statistics
P/E Ratio 8.68
Shares Outstanding 587.11M
Price to Book Ratio 1.3255
Price to Sales Ratio 0.8123
1 Year Return -15.42%
30 Day Avg Volume 1,092,033
EPS 2.58
Dividend 4.92%
Last Dividend Reported 0.55
Earnings Announcement for Period Ending Q2/2019:06/27/2019

(Source: Bloomberg)
24/01/2019 21:36
foreverchung If PohKong really sell to HK, I'm gonna bleed gold.
24/01/2019 22:23
129055444514385 Pohkong could consider to give cash/discount voucher to shareholders attending its AGM... to boost sales and make shareholders happy concurrently too :)
25/01/2019 09:21
129055444514385 pohkong could also offer to take over tomei which loss-making now... grow by acquisition is faster :)
25/01/2019 09:36
129055444514385 Tomei has reported a loss in the recent quarter.... Pohkong is much stronger could consider to acquire loss-making tomei for growth by acquisition.



Pohkong - Key Statistics
P/E Ratio 9.69
Shares Outstanding 410.35M
Price to Book Ratio 0.3897
Price to Sales Ratio 0.1971
1 Year Return -18.68%
30 Day Avg Volume 52,330
EPS 0.05
Dividend 2.02%
Last Dividend Reported 0.01
Earnings Announcement for Period Ending Q1/2019:03/12/2019



Tomei - Key Statistics
P/E Ratio 15.58
Shares Outstanding 138.6M
Price to Book Ratio 0.3701
Price to Sales Ratio 0.1276
1 Year Return-21.34%
30 Day Avg Volume 18,976
EPS 0.03
Dividend 1.89%
Last Dividend Reported 0.01
Earnings Announcement for Period Ending Q3/2018:02/12/2019
25/01/2019 09:45
129055444514385 The only negative factor , low liquidity, low volume is traded daily
26/01/2019 15:22
Good123 dividend is also ordinary..... not attractive
27/01/2019 14:29
tgdrthdrthr just bounce from support, good buy?
30/01/2019 21:48
Sebastian Sted Power just a matter of time from Poh Kong turn to King Kong
31/01/2019 09:23
foreverchung another leap today?
31/01/2019 10:00
20/02/2019 16:45
Choongling Any news????
20/02/2019 17:05
foreverchung I had a look at their payment transactions, quite encouraging compared to last q.
20/02/2019 18:41
Sebastian Sted Power Your are pohkong outlet manager? How can you check payment transaction? Hahaha
20/02/2019 22:16
Koh Sien Fook tomei QoQ销售额下降,利润增加了,受惠9月金价上升至今。pohkong开多了分店销售额应该会增加,也受惠9月金价开始上升,Q2应该会比去年好。
21/02/2019 09:53
foreverchung @sebastian, there is alot of ways to see, I will not reveal for my safety, but I can tell you there's increase, that's all. I can see a few company's transaction stuff, but at the moment 5080 stands out to me.
21/02/2019 14:47
Sebastian Sted Power @foreverchung, steady bro!
22/02/2019 05:27
foreverchung @sebastian no worries, but additional info, dont know relevant or not, 0099's transactions not looking good, their shareholders not gonna be too happy unless their other channels are performing much better than the channel that i can see.
22/02/2019 09:12