Stock Infographics
Value emerges for Banks, Chemicals, Industrial Engineering, Metals, Retail, Property, Palm Oil, and Wood Product Manufacturing
DonkeyStock
Publish date: Fri, 11 Mar 2022, 12:24 PM
For the period Feb 2022, the companies that delivered outstanding quarter results are mainly from the Banks, Chemicals, Industrial Engineering, Metals, Retail, Property, Palm Oil, and Wood Product Manufacturing.
Companies that deliver excellent results and announce their financial result during Feb 2022 are included in this list.
| Company | Note | Industry |
| EPMB | Increased revenue due to increased production to clear back log sales, higher profit due to lower depreciation and amortization | Auto Parts |
| D&O | Higher revenue and gross margin expansion driven by increasing adoption of LED in automotive design. Management had started filling up plant 2 capacity in Jan 2022, plant 3 is completing at the end of 2024. | Auto Parts |
| APM |
Immense number of orders for interior and plstic division received from OEM customers who sought to meet intense users demand for new vehicle that was previously stifled due to FMCO. Strong demand for leaf spring from replacement markets in Indonesia as Indonesia government granted a temporary tax relief to revive its auto industry. Inconsistent supply from competitors especially China and anticipation of price hike has lead to customer stock piling. The group is also increase material purchase especially steel bar in anticipation of further price hikes and supply chain disruption. |
Auto Parts |
| UMW Holdings | Higher car cales due to new model and longer sales tax exemption period. Better demand for heavy equipment from construction activities | Automotive |
| MBMR | Strong profit come from normalised operating conditions at salesrooms and service entre. Demand on Perodua, Volvo, Volkswagen, as well as commercial vehicle Daihatsu Grandmas and Hino remain strong although sales colume is affected by stock supply shortages. | Automotive |
| Ambank | Better loan growth, net interest margin expansion, lower cost to income ratio, lower gross impaired loan | Banks |
| CIMB | Lower cost to income ratio, net interest margin expansion and rebounding loan growth. Lower non interest income due to lower trading and FX gain | Banks |
| Affin Bank | Improvement in net interest margin, robust financing growth and lower impairment allowances | Banks |
| Maybank | Better loan growth, net interest margin expansion, lower cost to income ratio, lower gross impaired loan | Banks |
| Heineken | Early sell in for CNY and Q3 2021 11 weeks Covid closure | Brewery |
| Carlsberg | Early sell in for CNY and Q3 2021 11 weeks Covid closure. Malaysia recovery fast, Singapore recovery slower | Brewery |
| Hume Cement Industries | Higher sales volume and lower rebate of cement selling price | Cement |
| Malayan Cement | Higher result due to consolidating the accounts of companies purchased and higher export for cement and clinker. | Cement |
| Karyon | 40.74% increase in selling price of polymeric products | Chemicals |
| Texchem | Improve in food and restaurant division and also industrial division (manufacturing, distribution and sales of textile auxiliaries) | Chemicals |
| Samchem | Increase in sales volume and selling price for chemical | Chemicals |
| Hextar | Increased revenue from newly acquired Specialty Chemical segment and improved contributions from agriculture segment due to delivery of partial backlog orders caused by supply chain disruption. | Chemicals |
| Engtex |
Increase in market demand for metal products and better yield in tandem with the increase in international and domestic metal prices. Ibis Styles hotel located at Bandar Sri Damansara, which is closed temporarily since May 2020 is expected to resume operation before June 2022. |
Construction |
| MGB Bhd | Construction segment operating at full capacity without the restriction of movement control order. Lower revenue and profit from property segment | Construction |
| Inta Bina | Construction segment operating at full capacity without the restriction of movement control order. | Construction |
| Protasco | Higher periodic maintenance works awarded | Construction |
| United U-Li | Higher revenue and better profit margin for both cable support system division and electrical lightning and fittings division after the easing of movement control. | Construction |
| SBC Corp | Pick up in sales and construction activities as a result from the relaxation of MCO | Construction |
| LBS Bina | Good property take up rate and rapid construction progress. | Construction |
| Sunway Construction | Resumption of activities after MCO although high steel bar prices is draggin the profit performance | Construction |
| UMS Neiken | Stronger demand from construction activities for its electrical wiring accessories after the easing of MCO | Construction |
| Oriental Food | Higher local and export sales | FMCG |
| Harrisons | Strong sales in FMCG, building material and Engineering product. Decreased in provision for slow moving goods, lower interest expense | FMCG |
| Cocoaland | Softer demand for contract manufacturing business but rising demand of in house gummy. Higher demand from gummy, chocolate and biscuit during festive season. | FMCG |
| DKSH | Organic growth of existing clients and new clients secured. Increase revenue due to market re-opening following the relaxation of SOP | FMCG |
| Kawan Food | Rising demand due to expansion of customer base particularly in mini market supply chain and export sales in US and Asia market. | FMCG |
| Spring Art | Resume full production for the mfg of office and household furniture after the easing of movement control. Increase of production efficiency by reducing reliance on manpower via new equipment and price adjustment made increases the revenue. | Furniture |
| Adventa | The business of supplying healthcare products to hospital increase, reflecting the recovery of healthcare sector. December massive flood affected the supply chain. | Healthcare Products |
| Pharmaniaga |
Increase in logistics business due to distribution of vaccine and increase in sales of Sinovac Vaccine accompanied with narrowing loss in Indonesia business due to ongoing stock optimisation exervise and active payment collection. The Halal insulin mfg plant is expected to commence operations by 2025. The company plans to export Sinovac vaccine to coutnries that are facing vaccine shortage. It is also finalising the agrement with MOH for the continuation of its medical supply logistics services for another 10 years period. |
Healthcare Products |
| BCM Alliance | Stronger result from the medical device distribution division. | Healthcare Products |
| Apex Health | Improved demand for products, successful market launches of newly developed products, rapid sourcing and supply of new in demand healthcare products and rising contract manufacturing orders. | Healthcare Products |
| TMC | Expansion Project at Thomson Hospital KD expected to begin operations in Q3 FY2022 (JFM 2022) | Healthcare Provider |
| Sam Engineering | Higher sales in casing and aerostructures products for aerospace segment, stronger demand from semiconductor and data storage customer for Equipment segment. Beneficiary of aviation picking up demand from air travel recovery | Industrial Engineering |
| Kobay | Strong demand from semiconductor and E&E industry for its precision metal mfg segment, strong growth in its newly acquired pharmaceutical and healthcare business (70% stake in Avelon). | Industrial Engineering |
| Dancomech | Higher revenue contribution from material handling solution business at Jurong Port, Singapore, new revenue stream from newly acquired E&E business, pent up demand for metal stamping business | Industrial Engineering |
| Foundpac | Higher revenue contribution from the new segment, Accessory cables; increase in profit due to lower admin and general expenses of precision engineering and laser stencils segments | Industrial Engineering |
| HIL Industries | Better result from manufacturing segment (Plastic injection & moulding) due to launch of new model (Myvi, Ativa); Better result from property development segment, the Amverton project | Industrial Engineering |
| JHM | Higher sales from automotive manufacturing segment (Tooling, machining & stamping) | Industrial Engineering |
| Ge-Shen | Better result from sheet metal stamping division and also onboarding of new customer. However, supply chain bottleneck is faced with shortage in special grade of plastic resins, steel and electronics components. Vietnam facility turn from loss into profit. | Industrial Engineering |
| Eita Resources | High voltage system segment revenue surge by 458% due to higher execution of transmission sub-station projects. | Industrial Engineering |
| Kellington Group | Higher revenue recognition from Ultra High Purity (UHP) project in Singapore, China, Malaysia and Taiwan. Higher revenue from process engineering dicision mainly due to projects in Malaysia. Higher revenue from industrial gas division mainly driven by higher sales of liquid carbon dioxide. | Industrial Engineering |
| Syarikat Takaful | Higher net wakalah fee income, higher sales from credit related products for family takaful segment, higher profit income from investment on Islamic debt securities and improvement in fair value gains due to equity market performance | Insurance |
| Genting Malaysia | Higher revenue from hospitality, leisure and gaming business after the lifting of inter state travel. | Leisure |
| Metrod | Pick up in hospitality business, rising shipping cost and high copper prices put pressure on margin although leading to a higher revenue | Leisure |
| MPHB | Higher income from credit business and lower modification loss on loans, increased contributions from hotel operations | Lending |
| Tiong Nam Logistics | Stronger sales from logistics segment and lower loss from hotel & dorm segment | Logistics |
| Konsortium Transnational | Increased revenue in bus operation and construction activities | Logistics |
| Harbour Link |
Higher freight rate and beter utilization of shipping space from Intra Asia trade. Thea easing movement has resulted in the increase of export oriented cargo columes from local mfg sectors as well as the oil and gas sector. |
Logistics |
| Shin Yang Shipping | Increase of margin and shipment volume in shipping segments on bulk carriers and container sectors. Newly acquired subsidiary, Melinau Transport Sdn Bhd added RM 11.4 million revenue | Logistics |
| Media Chinese | Resumption of economic activity | Media |
| Media Prima | Strong advertising sales from early marketing campaigns for CNY festive period. Revenue increased mainly driven by broadcasting segment. | Media |
| M'sia Smelting Corp | Higher tin price and higher production. Pulau Indah new plant had reach 75% capacity and will reach full capacity in 2022 | Metals |
| CSC Steel | Significant increase in steel price. Resumption of China real estate activities will provide some support for regional steel price as well. | Metals |
| YKGI | Higher steel price and higher gross margin despite a lower sales volume | Metals |
| Lion Industries | Higher selling price and volume of steel | Metals |
| PA Resources | Better result from aluminium extrusion and fabrication division due to savings from economy of scale. | Metals |
| Chuan Huat Resources | Higher selling margin from the holding stock in Chuan Huat Steel | Metals |
| Prestar | Higher product selling price and higher profit margin | Metals |
| PMB Technology | Higher selling price of metallic silicon. The outlook for metallic silicon rely on two factors, the semiconductor shortage affecting the automotive industry and China dual control policy to reduce energy intensity and to limit total energy consumption | Metals |
| Chin Well | Higher average selling price and better profit margin for Fasteners and Wire divisions following the increase in global wire rod price | Metals |
| Masteel | Higher global and doomestic steel prices | Metals |
| Melewar Industrial | Margin expansion drive by higher average selling price but at reduced sales volume exceeding 10%. The average unit selling price for both Cold Rolled and Steel Tube segment was up more than 50%. | Metals |
| Ta Win | Higher copper price. New capacity and new business are progressing towards commercial trial run in 2022. | Metals |
| Mycron Steel | Margin expansion drive by higher average selling price but at reduced sales volume exceeding 10%. | Metals |
| Hibiscus Petroleum | Higher oil price | Oil |
| Velesto | Better jack up rig utilization rate | Oil |
| Deleum | Stronger performance from Power & Machinery and Integrated Corrosion Solution segments but offset by weaker performance from the oilfield services segment mainly due to provision for doubtful debts | Oil |
| Petron | Domestic demand on fuels recovered and the company recorded higher sales volume | Oil |
| CI Holdings | 60% increase in average olein prices had offset the 10% drop in FCL exported due to shipment rollover and the shortages of freight lines | Palm Oil Product |
| Jaya Tiasa | Higher FFB prices, loss making timber division | Palm Oil Product |
| Genting Plantation | Higher palm product prices compensated lower FFB production and lower sales volume due to heavy rainfall. Interstate travel resumption has lifted result from premium outlet, Indonesia new export ruling has supported demand for refined palm products from Malaysia for the immediate term. Challenging outlook for palm based biodiesel due to unfavourable palm oil- gas oil spread. | Palm Oil Product |
| Hap Seng Plantation | Stronger palm product prices | Palm Oil Product |
| NPC | Higher palm product prices | Palm Oil Product |
| Innoprise Plantation | Higher palm product prices | Palm Oil Product |
| Ayer | Increase in revenue recognition for proeprty development segment and higher palm product prices | Palm Oil Product |
| Keck Seng | Higher selling price and quantity of refined oil sold. | Palm Oil Product |
| Ekovest | Higher FFB selling prices, higher toll traffic, lesser construction activities due to lower supply of building materials | Palm Oil Product |
| Cam Resources | Higher production output and selling price of CPO and Palm Kernel | Palm Oil Product |
| MHC Plantation | Increased in FFB production volume and higher average selling price | Palm Oil Product |
| TSH Resources | Higher CPO prices | Palm Oil Product |
| CB Industrial product | Higher revenue from special purpose vehicles and palm oil plantation segments. Higher profit from refinery and special purpose vehicle segment and lower loss by the palm oil plantation segment. | Palm Oil Product |
| Sarawak Oil Palm | Higher palm product prices | Palm Oil Product |
| Riverview | Higher FFB selling prices | Palm Oil Product |
| Kretam | Higher CPO selling price | Palm Oil Product |
| Cepatwawasan | Higher selling prices for palm product | Palm Oil Product |
| IOI Corp | Higher selling prices for palm product | Palm Oil Product |
| PPB | Better result from Wilmar, lower loss for film distribution segment. However, higher product and distribution cost affected consumer products and higher raw material costs of flour, feed and maize products affected grain and agribusiness | Palm Oil Product |
| Southern Acid | Higher palm product prices; Healthcare segment has yet to recover to pre pandemic level. | Palm Oil Product |
| Teo Seng | Improved egg selling price and uplift of biological assets. However, higher maize and soybean price lead to loss making in poultry farming segment. Profit is boosted by strong animal health products and also disposal of right of use assets. | Poultry |
| CAB Cakaran | Higher average selling price of broiler, higher sales generated for supermarket division | Poultry |
| Lagenda Properties | Recognition of higher completion of development work. | Property |
| NCT Alliance | Stronger take up rate of Grand Ion Majestics and rental received from Grand Ion Delemen Commercial units | Property |
| Titijaya | Stronger sales from completed property and ongoing properties | Property |
| Iconic Worldwide | Higher revenue recognition from property development segment and stronger result from PPE Mfg segment | Property |
| Ideal United Bintang | Stronger Property Take Up Rate | Property |
| Malton | Lower revenue for property division due to lower billings from Park 2 Residence @ Bukit Jalil, higher revenue for construction division due to higher work progress of current projects | Property |
| SP Setia | Higher take up rate in Setia Alam, Bandar Kinrara, Singapore and Vietnam | Property |
| YNH Property | Higher profit due to a higher percentage of completion for both KL and Perak project as a result of the open up of the construction sector | Property |
| Y&G Corp | Higher sales generated from Project Trifolio and Project Jenjarom with the Home Ownership Campaign (HOC) | Property |
| Tambun Indah | Higher sales from Pearl City, Simpang Ampat | Property |
| Berjaya Food | Resumption of interstate travel, tourist and eating out culture boosted the revenue | Retail |
| Mr DIY | Better result due to easing of Covid Restriction. | Retail |
| MESB | Higher revenue and profit from retailing segment. Miroza leather operates a few boutiques and over 270 consignment retail counters throughout premier departmental store in Malaysia. Miroza owned the exclusive license to design, source and market international brands such as Alain Delon and Pierre Cardin. Miroza also holds the Alain Delon distribution rights in Indonesia. In addition, Miroza has established its In-house brands, namely Giossardi and Giamax. | Retail |
| Asia Brand | Better store sales and year end festive effect. | Retail |
| Padini | Stronger retail sales after the vaccination program accompanied with wage subsidy and rental rebate | Retail |
| SDS | Higher revenue after the easing of movement control | Retail |
| Cheetah | Higher foot traffic after lifting of MCO and year end festive season | Retail |
| Teo Guan Lee | Higher foot traffic after lifting of MCO and year end festive season | Retail |
| EIG | Higher foot traffic after lifting of MCO. | Retail |
| Yoong Onn Corp | Higher retail sales and cost savings initiatives | Retail |
| Tomei | Good demand from retail segment and increase in demand from retailers replenishing their stocks | Retail |
| Focus Point | Higher sales as a result of relaxation of the MCO | Retail |
| Aeon | Higher retail sales encouraged by relaxation of MCO but lower revenue from property management services due to lower tenant sales | Retail |
| VSTECS | Better sales from consumer notebook and printer, better enterprise sales | Retail |
| Bonia | Stronger shopping mall traffic and higher ecommerce sales | Retail |
| Seven Eleven | Resumption of interstate travel, longer trading hours has lead to higher customer count, higher average per store sales per day and same store sales growth. The acquisition of The Pill House and Welings group contributed revenue of RM 260 million. Rolling our 7 Cafe store to tap the growth in fresh food category. | Retail |
| Radiant Globaltech | More projects delivered from hardware segment and completion of software implementation. More contribution from newly acquired subsidiaries in software segment. Lower losses from Thailand subsidiary. | Software |
| Mesiniaga | Higher project deliveries due to easing of movement controls | Software |
| Iris Corp | Higher delivery of e-passport and e-ID and higher recognition of revenue in accordance with MFRS 15 | Software |
| UPA | Higher sales for paper and plastic products (Diary and notepad) | Stationary |
| Elsoft | Increase in demand for smart device and automotive industry and absent of one off loss | Technology Equipment |
| Redtone | Higher result from Managed Telecommunication network services (MTNS) | Telecommunication |
| Focus Lumber | Strong sales and higher ASP. Strong demand from US. Plywood demand remain strong based on housing statistics of US and forecast from Recreational Vehicle Industry Association. The log supplies may be tighter as state government lifted the log export ban effective 3 January 2022. | Wood Product |
| Eksons | Higher revenue and lower loss for plywood sector, lower revenue from property segment | Wood Product |
| Evergreen Fibreboard | Higher average selling price and sales volume from panel boards | Wood Product |
| Dominant | Slow down in market demand in the furniture industry but increased profit by concentrating on the production of high margin products as well as effective cost management | Wood Product |
Here are the criteria for entering the list.
1) QoQ profit growth > 20%,
2) YoY profit growth> 20%
3) Profit Before Tax > RM 2 mil
Companies that delivered excellent results due to one-off events such as the events below are excluded from the list.
1) One-off disposal gain or revaluation gain
2) Fair value gain in quoted securities
3) One-off gain on bargain purchase
4) Fair value adjustment on investment property
5) Gain from disposal of subsidiary
6) Reversal of provision of doubtful debt
7) Impairment loss in the preceding quarter
8) Leap companies are also excluded from the list due to a lack of liquidity
9) Companies that are loss-making in the preceding quarter are excluded
Source: iSquare Intelligence
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
sherlockman
good article. Thanks for sharing!
2022-03-11 14:25