Highlights
KLSE: POHKONG (5080)       POH KONG HOLDINGS BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
0.48   +0.005 (1.05%)  0.475 - 0.48  169,700
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Financials


Market Cap: 197 Million

Market Cap 197 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-Jan-2019 [#2]

Latest Quarter: 31-Jan-2019 [#2]
Announcement Date 14-Mar-2019
Next Quarter: 30-Apr-2019
Est. Ann. Date: 12-Jun-2019
Est. Ann. Due Date: 29-Jun-2019
QoQ | YoY   113.43%  |    40.40%

Annual (Unaudited) ( EPS: 5.70, P/E: 8.42 )

Revenue | NP to SH 1,003,522  |  23,402
RPS | P/RPS 244.55 Cent  |  0.20
EPS | P/E | EY 5.70 Cent  |  8.42  |  11.88%
DPS | DY | Payout % 1.00 Cent  |  2.08%  |  17.53%
NAPS | P/NAPS 1.28  |  0.38
YoY   -20.85%
NP Margin | ROE 2.33%  |  4.46%
F.Y. | Ann. Date 31-Jul-2018  |  26-Sep-2018

T4Q Result ( EPS: 5.64, P/E: 8.51 )

Revenue | NP to SH 1,044,893  |  23,150
RPS | P/RPS 254.63 Cent  |  0.19
EPS | P/E | EY 5.64 Cent  |  8.51  |  11.75%
DPS | DY | Payout % 1.00 Cent  |  2.08%  |  17.73%
NAPS | P/NAPS 1.29  |  0.37
QoQ | YoY   9.16%  |    -27.42%
NP Margin | ROE 2.22%  |  4.37%
F.Y. | Ann. Date 31-Jan-2019  |  14-Mar-2019

Annualized Result ( EPS: 4.84, P/E: 9.93 )

Revenue | NP to SH 1,064,554  |  19,834
RPS | P/RPS 259.42 Cent  |  0.19
EPS | P/E | EY 4.84 Cent  |  9.93  |  10.07%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   56.72%  |    -2.48%
NP Margin | ROE 1.86%  |  3.75%
F.Y. | Ann. Date 31-Jan-2019  |  14-Mar-2019



Business Performance

Business Performance (By Quarter)

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 1 / 4 25.00% 1 / 8 12.50%
Total Positive Profit Years 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Positive Profit 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Profit Growth 1 / 4 25.00% 1 / 8 12.50%
Continuous Quarters Of Adjusted EPS Growth 1 / 4 25.00% 1 / 8 12.50%
Total Dividend Years 1 / 4 25.00% 2 / 8 25.00%
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 1.11% 1.35%
Average Net Profit Margin 2.19% 2.76%

Business Performance (By Year)

Last 5 Financial Years Last 10 Financial Years
Available Years 5 Years 10 Years
Continuous Years Of Revenue Growth 2 / 5 40.00% 2 / 10 20.00%
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 5 / 5 100.00% 10 / 10 100.00%
Continuous Years Of Dividend 5 / 5 100.00% 10 / 10 100.00%
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 3.75% 7.21%
Average Net Profit Margin 2.12% 3.73%

Key Result

Key Result

T4Q Annualized Annual (Unaudited) Last 10 FY Average Last 5 FY Average
Revenue 1,044,893 1,064,554 1,003,522 786,236 852,232
NP to SH 23,150 19,834 23,402 27,949 18,359
Dividend 4,103 - 4,103 3,746 1,666
Adjusted EPS 5.64 4.84 5.70 6.81 4.47
Adjusted DPS 1.00 0.00 1.00 0.91 0.41

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 6.02% 1.46% 8.43% 4.86% 9.51%
NP to Owner 113.43% 40.40% -2.48% 16.68% -1.85%
Dividend 0.00% 0.00% 0.00% 0.00% 0.00%
Adj. EPS 114.29% 41.03% -2.42% 17.02% -1.57%
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 4.12% 22.61% 32.90% 6.08% 24.91% 35.40% 14.43% 17.75% 27.64%
NP to Owner -1.08% 26.09% -17.17% -15.25% 8.03% -29.04% -20.85% 27.47% -16.27%
Dividend 0.00% 146.30% 9.52% - % - % - % 0.00% 146.30% 9.52%
Adj. EPS -1.05% 26.05% -17.20% -15.09% 8.17% -28.94% -20.94% 27.39% -16.32%
Adj. DPS 0.00% 146.30% 9.52% - % - % - % 0.00% 146.30% 9.52%

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

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  3 people like this.
 
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 PM
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 1:07 PM
davidkkw79 I suggest poh kong to pay in gold or silver should be much more better idea.
24/01/2019 8:06 PM
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 9:19 PM
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 9:30 PM
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 9:36 PM
foreverchung If PohKong really sell to HK, I'm gonna bleed gold.
24/01/2019 10:23 PM
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 9:21 AM
129055444514385 pohkong could also offer to take over tomei which loss-making now... grow by acquisition is faster :)
25/01/2019 9:36 AM
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 9:45 AM
129055444514385 The only negative factor , low liquidity, low volume is traded daily
26/01/2019 3:22 PM
Good123 dividend is also ordinary..... not attractive
27/01/2019 2:29 PM
tgdrthdrthr just bounce from support, good buy?
30/01/2019 9:48 PM
Sebastian Sted Power just a matter of time from Poh Kong turn to King Kong
31/01/2019 9:23 AM
foreverchung another leap today?
31/01/2019 10:00 AM
20/02/2019 4:45 PM
Choongling Any news????
20/02/2019 5:05 PM
foreverchung I had a look at their payment transactions, quite encouraging compared to last q.
20/02/2019 6:41 PM
Sebastian Sted Power Your are pohkong outlet manager? How can you check payment transaction? Hahaha
20/02/2019 10:16 PM
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 9:53 AM
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 2:47 PM
Sebastian Sted Power @foreverchung, steady bro!
22/02/2019 5:27 AM
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 9:12 AM
Koh Sien Fook 美国和朝鲜又来乱了, 美金又开始跌。末几个月金价会升到USD1400吗?
01/03/2019 11:18 AM
foreverchung If US vs North Korea, then India vs Pakistan, then maybe will reach 1400USD.
01/03/2019 12:07 PM
tgdrthdrthr good buy now ?
05/03/2019 9:09 PM
foreverchung If you can hold for a very long time.
06/03/2019 4:43 PM
Fofkcirl How long ? I need some advise about this stock
07/03/2019 6:22 PM
Koh Sien Fook 因为这几天金价跌,个个都怕,很多人卖。但不用怕, 11月至1月金价是上升,QR是好的。人弃我取的好时机。末来金价,我也想信会上,5G和朝鲜最高人民选举,选出的人会对美国如何。
08/03/2019 10:25 AM
ZhugeNemo Dark Horse worth watching
08/03/2019 8:26 PM
foreverchung Fofkcirl How long ? I need some advise about this stock

This is somewhat a proxy investment in gold. It's more to a counter affected by consumer sentiment + gold price + USD/MYR rates.

How long, it depends on what do you want to achieve. If you want a constant dividend counter / growth counter then this is not the counter for you. If you want to hedge some of your money here for a 3-5 years period where there is some growth (5-10%), then its what you may want to get. But again, you might as well consider FD that promises at least 4.4% if you do your homework.

The market is pending for a major crash / recession anytime now onwards. Some say it will come very soon, some say it will never come yet. But from what I can see, its rather anytime unexpected now.

I have held on this counter since last few days of 2016. And I will keep on top up bit by bit because this is another basket for me. For me, when to sell? When market crashes and the recovery begins, the first 2 quarters would be a good time. So far roughly 15% is a solid earn for me.
10/03/2019 11:54 PM
Fofkcirl @foreverchung I think this is undervalue stock
12/03/2019 1:39 PM
foreverchung Depends on how long you plan to hold.
12/03/2019 5:08 PM
Fofkcirl Thanks for the advise @foreverchung
13/03/2019 7:57 AM
foreverchung https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5080

QoQ - 113.43% up
YoY - 40.40% up

Debt parred down a little, expansion provisions provided. From transactions wise, still seeing increment in sales.

Congrats for shareholders at the moment as this is considered quite good result given gold + MYR/USD is not as high as it used to.

Feedback from branch managers, more people asking for gold bar / notes compared to last time. Looks like some folks prepping for ww3 or market crash.
14/03/2019 7:45 PM
RainT The inventories over 500 million is all gold ??

wow
14/03/2019 8:53 PM
ameen82 Pohkong analysis on 14/3/2019:
MA20 > MA200
MA50 > MA200
Stochastic Oversold
Break Trendline
Quarter report released on 14th March +113%
Curent Price 0.48
Target Price1: 0.57
Target Price2: 0.77

what is your opinion?
15/03/2019 1:52 AM
foreverchung Depends on buying interest. If Yeoman sapu, then its about time for them to emerge as substantial shareholder. If that's the case, then Pohkong sure will be around 0.7 range. Even if you take NTA at 40% discount and compare P/E, the stock still worth more than its current price.

If no, then probably 0.6 ish is achievable.

These few years, if their transaction keeps on increasing as what I can see, then they will emerge as an interesting safe haven proxy stock.
15/03/2019 9:32 AM
Koh Sien Fook 美股不知可持多久,危险。等美股跌到够力时,金价就会冲破1400美元了。5G问题还没解呢! 其他问题又来了。脸书遭刑事调查,苹果涉垄断,spotitf状告,波音737订单570亿美元受影响。
15/03/2019 10:55 AM
Koh Sien Fook https://www.sinchew.com.my/content/2019-03/14/content_2022291.html
15/03/2019 11:09 AM
ZhugeNemo Safe Bet
16/03/2019 9:13 PM
ZhugeNemo Next Quarter should enjoy inventory profit
17/03/2019 3:48 PM
princehero Drop... no power
20/03/2019 5:01 PM
Alex Chan Poh kong annual report, list of group property many asset.
23/03/2019 11:24 AM
7300 gold is rising,....any sifu,better buy poh kong or tomei....,.brand pk is more shops n popular but lower nta,...hope give better div and rise above rm1!
06/04/2019 9:20 PM
7300 sacrifice Saturday night fever,read tomei got higher nta but pohkong business n stock with good shoot upm faster high above TP rm1.80:)
07/04/2019 9:55 AM
foreverchung Tomei dead stock, go study Tomei's day trade you'll see.

1. One person buy 1 lot to push share price back up whenever got big volume sell down.
2. No volume 90 days out of 100.
3. Smaller cap than Pohkong.

You tell me.
08/04/2019 5:17 PM
Mohd Zukarnan Mat Zin Price will up soon..Before hari raya
Regret whoever just wait and see
13/04/2019 7:33 AM
Fofkcirl But why the price move so slow ?
15/04/2019 3:26 PM
Koh Sien Fook 贸易战又重来, 美国佬无战打,无事做,又来炒上炒跌, 过后又是不是要重解OPEC吗? 这次吵不会这样快就和协了吧! 全世界股市跌, 都是时间收金了。
14/05/2019 9:47 AM