Expanding brand distribution business with new brands… leveraging the Group’s deep understanding of
consumer electronics and customer preferences
• Brand Distribution
➢ To introduce more
international brands
featuring smart home &
IOT products

Senheng App’s S-Rewards Centre offers satisfying shopping experiences to PlusOne members with
attractive cashback rewards… driving membership growth and heightened ecosystem activity

BUILDING THE SENHENG ECOSYSTEM EXPERIENCE
Our goal: To enhance the Senheng brand experience, by creating an ecosystem
with different verticals that makes being part of the Senheng brand worthwhile. With
the app, Senheng customers get a holistic online and offline experience

Total NEW Senheng App
downloads of 1.5 million
as of August 2023
• Growing community of 300k
Monthly Active Users (MAU)
• Users can earn valuable S-coins
at any merchant on the Senheng
App and S-Rewards Centre,
bringing more value for users
across the ecosystem
• Enhanced rewards and user
experience driving traffic and
user numbers, boosting Senheng
membership ecosystem
• S-Livestream pillar in
redevelopment to fuel organic
user-generated content and
community building

Paid dividends of 1.2 sen per share in FY2022… in line with policy of at least 30% to reward shareholders

#VERY TRANSPARENT

Market yet to appreciate Senheng’s leading position in consumer E&E retailing and resilient proposition…
tech-enabling tools remain its trump card
INVESTMENT MERITS 24
Share Price (@ 1 Sep 2023) RM0.330
Market Cap ('mil) (@ 1 Sep 2023) RM495.0
PE (ttm) 10.3
Price to Book* (x) 0.9
Valuations based on 1.5 billion shares
ESG-focused and brand
affinity builder
Market leader in
consumer E&E products
in Malaysia
Loyal customer base of
>3.0 million a competitive
edge against peers
Tech-driven operations,
aided by BI and Data
Analytics
Adopter of Innovative
Marketing strategies
Visionary Leadership by
Retail Maverick
Enticing valuation
compared to industry
peers

IPO Proceeds to be used to upgrade technology infrastructure, existing stores & operations…
Purposes Planned
(RM ’mil)
Actual
(RM ’mil)
Re-allocation
(RM ’mil)
Balance
(RM ’mil)
Estimated time
frame
Enhance customer experience via upgrading and expanding our
chain of retail stores 160.5 (42.8) - 117.7 Within 36 months
of listing
Repayment of bank borrowings 46.0 (46.0) - -
Within 6 months
of listing
Develop new brand distribution business 22.0 (22.0) - -
Within 36
months of listing
Expand and upgrade our warehouse and logistics network 20.0 (20.1) 0.1 -
Within 36
months of listing
Boost our digital infrastructure
• Establish a data lake and upgrading existing technology platform
• Cloud-based disaster recovery system
• Maintenance of our digital infrastructure
9.7 (4.3) - 5.4 Within 36 months
of listing
Listing Expenses 9.3 (9.2) (0.1) -
Within 3 months
of listing
Total 267.5 (144.4) - 123.1

potensinya tak terbatas. bacalah ya!

https://ir.senheng.com/wp-content/uploads/2023/09/Senheng_2Q23_CorporatePresentation_230912.pdf

ramai tak tahu

www.prnewswire.com › apac › news-releasesSenheng App Embraces Netcore's AI-powered MarTech Platform to...
Jul 27, 2023 · KUALA LUMPUR, Malaysia, July 27, 2023 /PRNewswire/ -- Netcore Cloud, a global MarTech provider, is partnering with Senheng App, Malaysia's leading consumer electronics retailer,

up 1.85 now... cantik

its market cap is low due to the steep fall from ipo price RM1.07\\

Market Cap RM472.500m

Its business model is already moving towards Shopee or Lazada. study it further, yah

Senheng has a business model that can scale, e.g., bring it to other countries. Look at its app. Download it and try it out!

Reserve/retained earnings~RM110mil, share buy back like what ytl did before is very likely :)

31sen/ipo price RM1.07 ~29%, share price has fallen 71%, unreasonable or overdone. Buy before it is too late

a respectable dividend yield ~ 2.3% + net assets per share ~36sen

Latest News
The first Grand senQ in East Malaysia, Now Open at Bintang Megamall, Miri!
November 2, 2023
Read More »
Senheng acquires Central Distribution Centre for RM75.8 million to enhance omnichannel operations
September 25, 2023
Read More »
FRIM, Senheng collaborate in genetic conservation of synchronous fireflies
August 30, 2023
Read More »
Senheng’s expansion strategies pave the way for future growth
August 28, 2023
Read More »
Senheng App Launches S-Coin Redemption Centre, Enhancing Value for PlusOne Members
August 14, 2023
Read More »

The Leading Retailer In Consumer Electronics
With over 100 stores across Malaysia, we offer our customers a unique shopping experience with the widest choice of consumer electronic products available in the country.

https://senheng.com/

Senheng continues with dividend & profitable, the fall from rm1.07 to 31sen was unwarranted, etc.

Senheng rm1.07 ipo price --> 31sen

A big recovery like ynh is expected

Buy call from maybank


Briefing update
We believe that 4QFY24E earnings may improve in tandem with sales volume recovery in Peru and Bolivia. That said, our FY24E-FY26E earnings are trimmed by 3% to 4% given expectations for slower sales of its higher margin HDS category and slower sales growth in its ASEAN markets. Maintain BUY with a lower TP of MYR0.86, on unchanged 11x CY24E PER.

5305 SENHENG SENHENG NEW RETAIL BERHAD
MULTIPLE PROPOSALS
MULTIPLE PROPOSALS
SENHENG NEW RETAIL BERHAD ("SENHENG" OR THE "COMPANY")(I) ACQUISITION OF LAND
TOGETHER WITH THE BUILDINGS ERECTED THEREON, WHICH IS CURRENTLY BEING USED AS A
CENTRAL DISTRIBUTION CENTRE, FOR A PURCHASE CONSIDERATION OF RM75.8 MILLION TO
BE SATISFIED ENTIRELY IN CASH ("ACQUISITION"); AND (II) VARIATION OF THE
UTILISATION OF PROCEEDS RAISED FROM THE COMPANY'S INITIAL PUBLIC OFFERING
("VARIATION")(COLLECTIVELY, REFERRED TO AS THE "CORPORATE EXERCISES")
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com

22/12/2023 07:00 AM


Ref Code: 202312223000211

https://www.channelnewsasia.com/business/malaysia-likely-saw-steady-economic-growth-q4-resilient-consumption-reuters-poll-4121781

Kita bayar less than 1/3 harga ipo @RM1.07. sungguh berbaloi

Sentiasa ada untung & dividen

Wait 1-2 years, double or triple ROI. Cyclical punya

bagus, more buyers for senheng

Tourism Malaysia confident of hitting 27.3mil foreign tourist target this year
Tourism Malaysia director-general Ammar Abd Ghapar says 20 million foreign tourists came to Malaysia last year.

Bernama - 11 Feb 2024, 9:17pm

good for senheng

Malaysia’s labour market continued on an improving trend as unemployment rate maintained at post-pandemic low of 3.3% in Dec-23. Overall 2023, the jobless rate averaged at 3.4%. Labour force and employment improved further by +2.0% (2022: +2.6%) and +2.4% respectively.

Unemployed persons declined by -8.1% while outside labour force fell by -0.5%. The unemployed persons dropped further by -0.2%mom to 568K in Dec-23, approximately 49K higher than average jobless persons 519K in 2019. For youth aged 15~24, the unemployment rate averaged at pandemic and post-pandemic low of 10.9% in 2023.

Keep for 1-2 years, double or triple nanti ;)

Senheng is a leading consumer electronics and electrical products retailer in Malaysia, with a network of over 400 stores nationwide. Senheng has a growth strategy that involves expanding its store space, enhancing its online channel, developing new brand distribution business, and strengthening its back-end capacities and capabilities. According to CGS-CIMB Research, Senheng is expected to post a compounded annual growth rate (CAGR) of 12.7% in revenue and 13.4% in core net profit from 2021 to 2024³. Senheng also aims to capture 30% of the market share by 2025². Senheng's expansion initiatives reflect its understanding of the latest consumer preferences and its commitment to provide customers with a seamless blend of online convenience and engaging in-store experiences¹. Senheng is well positioned to capitalize on the future growth opportunities in the domestic electronics and electrical products segment.

ramai taikun biarkan harga saham turun dengan banyak, lepas tu, beli secara besar-besar dengan mengecut.. wait n see... another dark horse to watch this year. senheng sentiasa untung dan bagi dividen jugak ~ dividend yield=3.87%~4% not bad

harga IPO rM1.07. balik RM1 dah puas dah... hehe

31.5sen dah... berpotensi untuk balik RM1 jika ekonomi kian baik dan para pelancong kembali... good price kini, dibawah nilai aset bersih sesaham... buy call indeed..... good luck

Senheng uses a good app too. Easy to buy, etc with many offers n financial options too

Current price below net assets per share. Good buy

Buy senheng.... many tourists datang tahun ni.... boosting its sales// also lower unemployment rate for msia this year... buy3... ipo price Rm1.07... if back to RM1+++ kayalah kelak :)

SENHENG (5305): IPO Info | I3investor
It opened at 90 sen and rose to as high as RM1.01 before closing at 85.5 sen, representing a 21.5 sen or 20.09% discount from its initial public offering (IPO) price of RM1.07.

epf HOLDS ~10%. stay calm yah

Buy rate 85%

banyak perkara -harga boleh terbang... buyer for pos, bank muamalat/ipo jugak

mereka yg tak sabar, jualkan kpd mereka yg kaya tunai dan sanggup menunggu dan ada masa

harga dah bottom out, tunggu ia melambung je kini

tunggu berita terbaru, bank muamalat, harga boleh terbang jugak :)

52 Weeks Range

0.605 - 0.77

IPO @70sen.. beli dan simpan/// 70sen takda masalah... timing je :)

IPO bagi bank muamalat ataupun jualkan kpd pihak lain.. wait n see

Buyers are accumulating drb shares in stages. A big wave is otw ;)

Bank Muamalat is an Islamic bank in Malaysia that is 70%-owned by DRB-Hicom, a Malaysian conglomerate that operates in various sectors¹. DRB-Hicom acquired its stake in Bank Muamalat from Bukhary Capital, a company controlled by Tan Sri Syed Mokhtar Albukhary, in 2008². Bank Negara Malaysia, the central bank, approved the acquisition on condition that DRB-Hicom would eventually pare down its stake to at least 40%².

However, DRB-Hicom has not been able to find a suitable buyer or partner for Bank Muamalat, despite having talks with several local and foreign financial institutions over the years². The latest attempt was with Bahrain-based Al-Baraka Banking Group in 2010, but the deal did not materialize². DRB-Hicom has also considered listing Bank Muamalat on the stock exchange as a way to reduce its stake, but there has been no progress on this front either¹.

According to sources, Syed Mokhtar has no plan to exit the banking business and still intends to trim his stake in Bank Muamalat through a listing in the next two years or so¹. However, the banking industry is facing increasing challenges and competition, especially in the Islamic segment, which may affect Bank Muamalat's performance and valuation². Therefore, it is uncertain when and how DRB-Hicom will be able to divest its stake in Bank Muamalat. 🤔

DRB-HICOM is a Malaysian conglomerate that operates in various sectors, such as aerospace, defence, automotive, banking, postal, and services¹. The company's share price has been on an upward trend since the beginning of 2024, reaching a 52-week high of RM 2.80 on February 13, 2024². Some of the factors that may contribute to the company's performance include:

- The successful completion of the sale of its 49% stake in Proton Holdings to China's Geely Automobile Holdings, which resulted in a net gain of RM 1.1 billion for the company³.
- The strong demand for its defence products, especially the AV8 Gempita armoured vehicles, which have been delivered to the Malaysian Army and exported to several countries in the Middle East and Africa⁴.
- The expansion of its postal and logistics business, which has benefited from the growth of e-commerce and the digital economy in Malaysia and the region⁵.

Geely has been expanding its presence globally, acquiring brands like Volvo and investing in new technologies. While it may face competition, its strategic moves suggest potential for further growth in the global automotive market. Keep an eye on developments in the industry

Up 3 sen.. Esok up 3 sen again = 1.40 dah