Posted by sense maker > 2020-07-18 11:51 | Report Abuse

It’s a bit strange there’s no major shareholder in Wellcall all these years.

Posted by Investeye > 2020-07-29 11:10 | Report Abuse

Is time to collect WellCall if the price consolidate further down?

Posted by share4u888 > 2020-07-29 12:58 | Report Abuse

Time to collect now, the business is consistent. This year onwards will have the composite hoses revenue come in. Profit and revenue will growth.

Posted by Jarklp > 2020-07-29 23:00 | Report Abuse

I beleive it is a good time to accumulate. It is similar to BPPlas, boring with stable earnings and good dividend yield.

Posted by Bryan Lee > 2020-07-30 15:26 | Report Abuse

collected some at 0.81, good fundamentals stock with consistent dividends!

Posted by TehPing > 2020-07-31 05:56 | Report Abuse

Bryan lee Im agreed with you, buy in slowly now.

Posted by investortrader88 > 2020-08-01 11:18 | Report Abuse

Wellcall Holdings Berhad, an investment holding company, manufactures and sells rubber hose and related products in Malaysia. The company offers mandrel, spiral, and extrusion type abrasion, air, automobile, chemical, food grade, marine, petroleum, fuel and oil, water, welding, and miscellaneous hoses. It primarily serves customers who are in the business of distributing rubber hose to OEM manufacturers and manufacturers. The company also exports its products to approximately 70 countries worldwide. Wellcall Holdings Berhad was founded in 1996 and is based in Ipoh, Malaysia.



# Market cap RM 400.8 million.


# Last 7 yrs profit RM 24.7 - RM 36.8 million ( without loss )


# Earning are forecast to grow 14.65 % per year.



# PE 11.20 %



# Wellcall Holdings Berhad forecast to perform in the next 1 to 3 years based on estimates from 2 analysts by 14.7 %




# EPS RM ( Mar 2020 )



# ROE 30.1 %
# FUTURE ROE 30.4 % ( next 3 yrs )



# ROCE 35.7 % ( last year )



# ROA 25.1 %



# Revenue ( 31 Dec 2019 ) RM 164.023 / per yr

Earning RM 36.418 million / per yr

Profit margin 22.2 %



# Debt 31 Mar 2020 : DEBTS FREE


# Equity RM 118.412 million ( 31 Mar 2020 )




# Cash & short term investment RM 48 million.



# Receivable RM 5.1 million.



# Long term & other assets RM 4.4 million.



# Physical assets RM 62.9 million.



# Inventory RM 16.5 million.



# Account payable RM 5.3 million.




# Other liabilities RM 13.2 million.



# Dividend 7.2 %



# Current payout dividend to shareholders from earning 75 % current earning.




# Wellcall Holdings Berhad is covered by 4 analysts.

Institution Analyst

CGS-CIMB / CIMB Research. Chek Keng Foo

JP Morgan Hoy Kit Mak

Kenanga Research Research Team

RHB Research Institute. Jia Yi Lim







• Disclaimer : not a buy or sell call.Pls do yr own homework.Trade at yr own risk.

Posted by investortrader88 > 2020-08-01 11:18 | Report Abuse

Top 25 shareholders own 55.78% of Wellcall Holding Berhad as on 20 Dec 2019


Maximum Perspective Sdn. Bhd.
11.24%

Credit Suisse, Investment Banking and Securities Investments
5.56%

Public Mutual Berhad
5.11%

Employees Provident Fund of Malaysia
3.79%

Bank Julius Bär & Co Ltd., Asset Management Arm
3.79%

Mondrian Investment Group (U.S.), Inc.
3.71%

Huang Sha
3.44%

Ontario Pension Board
3.39%

Kumpulan Wang Persaraan
2.28%

Kim Wing Cho
1.55%

Bank of Singapore Limited, Asset Management Arm
1.54%

Geok Lan Tan
1.52%

Union Bancaire Privée, UBP SA, Asset Management Arm
1.2%

Dimensional Fund Advisors L.P.
1.19%

Hon Leong
1.08%

SHU NU CHENG
0.91%

Kiah Fong
0.89%

The Legacy Partners International Limited
0.76%

RHB Asset Management Sdn Bhd
0.67%

Ming Te Chiu
0.58%

Khong Shoong Chong
0.54%

Kai Lin Huang
0.44%

Kang Tan
0.34%

Chong Yang
0.2%

Apex Investment Services Berhad
0.061%

Posted by stockraider > 2020-08-01 11:22 | Report Abuse

So what is the implication leh ??

Can buy or not leh ?

Posted by investortrader88 > Aug 1, 2020 11:18 AM | Report Abuse

Top 25 shareholders own 55.78% of Wellcall Holding Berhad as on 20 Dec 2019


Maximum Perspective Sdn. Bhd.
11.24%

Credit Suisse, Investment Banking and Securities Investments
5.56%

Public Mutual Berhad
5.11%

Employees Provident Fund of Malaysia
3.79%

Bank Julius Bär & Co Ltd., Asset Management Arm
3.79%

Mondrian Investment Group (U.S.), Inc.
3.71%

Huang Sha
3.44%

Ontario Pension Board
3.39%

Kumpulan Wang Persaraan
2.28%

Kim Wing Cho
1.55%

Bank of Singapore Limited, Asset Management Arm
1.54%

Geok Lan Tan
1.52%

Union Bancaire Privée, UBP SA, Asset Management Arm
1.2%

Dimensional Fund Advisors L.P.
1.19%

Hon Leong
1.08%

SHU NU CHENG
0.91%

Kiah Fong
0.89%

The Legacy Partners International Limited
0.76%

RHB Asset Management Sdn Bhd
0.67%

Ming Te Chiu
0.58%

Khong Shoong Chong
0.54%

Kai Lin Huang
0.44%

Kang Tan
0.34%

Chong Yang
0.2%

Apex Investment Services Berhad
0.061%

Posted by investortrader88 > 2020-08-01 11:45 | Report Abuse

@ stockraider.post on top not a buy or sell call.pls do yr own research.Trade at yr own risk.Tks bro.

Posted by stockraider > 2020-08-01 11:57 | Report Abuse

Should have conviction mah...!!

Giving raw data no use loh...!!

Posted by investortrader88 > 2020-08-01 12:21 | Report Abuse

@stockraider.u r a wise sifu.i am not at that level yet to give people advice about investment.i still have a lot to learn from you & investors here. sifu stockraider. :):)

Posted by XiuyyXiong > 2020-08-01 23:40 | Report Abuse

Strategic Alliance (Source:Simply Wall)

1 Event - Thu, 18 Jun 2020

WELLCALL Holdings Bhd's partnership with Trelleborg AB to manufacture and sell composite hose and fittings will be the local manufacturer's new catalyst for growth. The new composite hose production plant is within the vicinity of Wellcall's extrusion and mandrel production plant and is on track to commence operations by end-2020, Inter-Pacific Research Sdn Bhd noted. It has not concluded any earnings forecast yet for the new JV as there will be a gestation phase which will impact estimates. The country's manufacturer of low to medium pressure industrial rubber hoses formed a JV with Trelleborg in January last year with an initial capital investment of MYR 9.2 million.

Posted by XiuyyXiong > 2020-08-05 15:33 | Report Abuse

Up up

Posted by mranwa > 2020-08-05 15:42 | Report Abuse

Why suddenly up up? Any news?

Posted by amateurtrader18 > 2020-08-05 15:47 | Report Abuse

rubber company. maybe got something stirring

Posted by stockraider > 2020-08-05 15:48 | Report Abuse

Jump in mah...!

Posted by investortrader88 > 2020-08-05 16:41 | Report Abuse

everyone huat ahhhhhhh. !

Posted by XiuyyXiong > 2020-08-05 16:46 | Report Abuse

Because all take profit at gloves then go here. XD

Posted by investortrader88 > 2020-08-05 17:27 | Report Abuse

todsy many tech stocks went up.jhm.d&0.elsoft etc.

Posted by dangerzone > 2020-08-11 13:36 | Report Abuse

any idea when the QR will out ?

Posted by investortrader88 > 2020-08-15 13:56 | Report Abuse

Earnings Announcement for Period Ending Q3/2020:08/21/2020

Source : Bloomberg.

Posted by Jarklp > 2020-08-24 22:20 | Report Abuse

I like the part on the outlook... "Despite sales order flows from customers remain consistent and sustainable....." there is no demand issue.

Posted by nomadmy > 2020-09-02 23:28 | Report Abuse

It is in up trend now.

Posted by dangerzone > 2020-09-04 14:52 | Report Abuse

anyone know who is the competitor of wellcall ?

Posted by VaWealth > 2020-09-04 20:36 | Report Abuse

@dangerzone: Malaysia listed companies should not have same peers doing same business. But, globally should have.

Posted by observatory > 2020-09-05 10:07 | Report Abuse

@dangerzone, I also have the same question.

There are many listed companies around the world producing industrial hoses, sometimes as part of their wide range of product offerings.

I've listed a few below. However I'm not familiar with this industry. So I'm not sure whether they are direct competitors, or potential future competitors for the Trelleborg JV.

1) German listed Continental AG, which doesn't just produce tyres

https://www.continental.com/en/products-and-innovation/product-finder?...
https://finance.yahoo.com/quote/CON.DE?p=CON.DE&.tsrc=fin-srch

2) US listed Parker-Hannifin

https://finance.yahoo.com/quote/PH?p=PH&.tsrc=fin-srch
https://ph.parker.com/my/en/high-pressure-hose

They have an office at Shah Alam.

3) US listed Gates Industrial Corporation

https://finance.yahoo.com/quote/GTES?p=GTES&.tsrc=fin-srch

https://s22.q4cdn.com/277773419/files/doc_presentations/2020/GTES-Inve...
(Read slide 8 and 9. It claims to be one of few scaled players in a large, fragmented $29B addressable market)

It seems that Wellcall is just a small fish in the big ocean.

If anyone has info about industry please share.

Posted by Investeye > 2020-09-10 12:03 | Report Abuse

Say sayonara to WellCall

Posted by moneycome123456 > 2020-10-01 08:20 | Report Abuse

This counter pay dividend 4 time per year. Buy...

Posted by moneycome123456 > 2020-10-02 08:18 | Report Abuse

Waiting to receive dividend. 3/6/9/12 months

Posted by vision_engage > 2020-10-09 22:19 | Report Abuse

https://www.theedgemarkets.com/article/diversified-customer-base-helps-wellcall-weather-covid19-challenge

Posted by jibbie > 2020-10-12 11:45 | Report Abuse

Finally going up

Posted by moneycome123456 > 2020-10-14 18:22 | Report Abuse

Any news

Posted by garygee77 > 2020-10-22 16:17 | Report Abuse

YES UP UP

Posted by moneycome123456 > 2020-10-23 08:20 | Report Abuse

Is it got good news or good results coming?

Posted by zaiton13 > 2020-10-23 11:49 | Report Abuse

EquitiesTracker is LIVE with WellCal's Executive Director, Financial COntroller & Managing Partner for their members. For those who want to watch the recorded video, you guys can ask from ET at their FB Page here >> https://www.facebook.com/events/342948663449533/

Posted by Papayashot > 2020-10-26 18:22 | Report Abuse

anyone can share the link of the recorded video with EqutiesTracker?

Posted by moneycome123456 > 2020-10-27 17:53 | Report Abuse

JF APEX证券开始跟进纬巨控股（WELLCAL 7231），该券商建议买，目标价是RM1.21。

纬巨控股今日报RM1.04，JF APEX表示，纬巨是一家基本面稳健的公司，该公司可在经济复苏中受惠，投资者或可从股价反弹中得利。

「这家公司的工厂营运已回到新冠肺炎前的水平。」

纬巨创办人兼董事经理黄沙最近接受财经媒体访问时曾说：「该公司的产品不会被淘汰，因为我们的产品对许多其他行业都是不可或缺，希望我们能回到新冠肺癌疫情之前的状况。」

他认为，尽管当前环境疲软，但该公司软管的市场需求仍将持续，因为其产品主要供应给空气和水，焊接和天然气，石油和燃料，汽车，造船和餐饮业。

公司的业务非常多元化，因此不受到疲软的石油和天然气行业的影响。主要盈利贡献者是空气和水领域，焊接和天然气以及石油和燃料行业，占其总收入的70％至80％。黄沙补充说。

由于出口和本地市场的收入都因为行动管制令（MCO）拖累而大减，截至6月30日（9MFY2020）9个月，纬钜集团净利从去年同期的2706万令吉下降24.8％至2036万令吉

Posted by moneycome123456 > 2020-11-02 12:32 | Report Abuse

1.150

Posted by JPMStreet > 2020-11-02 13:21 | Report Abuse

Any idea why the stock is shooting up ?

Posted by moneycome123456 > 2020-11-02 14:29 | Report Abuse

waiting for good news

Posted by JPMStreet > 2020-11-02 15:30 | Report Abuse

Any rumors around this stock ?

Posted by SpenderOren > 2020-11-02 23:59 | Report Abuse

No news or rumors. The price went up because people has started to show interest in the company for the following reasons:
1. is fundamentally strong;
2. debt-free;
3. has consistenly giving out dividend to shareholders 4x per year;
4. and more importantly, the business model is resistant to COVID-19.
During this pandemic, most (clever) investors are interested to invest in a company that is stable in the long-run, thus the price increases. Another potential company worthy of note is freight management.

Posted by DODO > 2020-11-13 16:35 | Report Abuse

wow macam good flying counter

Posted by moneycome123456 > 2020-11-14 14:18 | Report Abuse

Agreed. Look like going to flying

Posted by mrmeow > 2020-11-18 15:47 | Report Abuse

Good structure and trend

Posted by Sunwong > 2020-11-20 20:57 | Report Abuse

My target price RM1. 30 nx wk

Posted by moneycome123456 > 2020-11-23 19:52 | Report Abuse

Dividend 1.4cent

Posted by owah > 2020-12-10 14:10 | Report Abuse

Mana flying sekarang ? Not moving at all.

Posted by sasword > 2020-12-16 10:33 | Report Abuse

Moving downwards