GLOBETRONICS TECHNOLOGY BHD
KLSE (MYR): GTRONIC (7022)
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Last Price
1.14
Today's Change
0.00 (0.00%)
Day's Change
1.14 - 1.16
Trading Volume
330,100
Financial
Market Cap
763 Million
NOSH
669 Million
Latest Quarter
30-Sep-2022 [#3]
Announcement Date
25-Oct-2022
Next Quarter
31-Dec-2022
Est. Ann. Date
22-Feb-2023
Est. Ann. Due Date
01-Mar-2023
QoQ | YoY
14.24% | -21.44%
Revenue | NP to SH
184,881.000 | 51,308.000
RPS | P/RPS
27.62 Cent | 4.13
EPS | P/E | EY
7.66 Cent | 14.87 | 6.72%
DPS | DY | Payout %
7.50 Cent | 6.58% | 97.86%
NAPS | P/NAPS
0.45 | 2.53
QoQ | YoY
-6.37% | -1.17%
NP Margin | ROE
27.75% | 17.03%
F.Y. | Ann. Date
30-Sep-2022 | 25-Oct-2022
Latest Audited Result
31-Dec-2021
Announcement Date
12-Apr-2022
Next Audited Result
31-Dec-2022
Est. Ann. Date
12-Apr-2023
Est. Ann. Due Date
29-Jun-2023
Revenue | NP to SH
206,043.000 | 52,949.000
RPS | P/RPS
30.78 Cent | 3.70
EPS | P/E | EY
7.91 Cent | 14.41 | 6.94%
DPS | DY | Payout %
7.50 Cent | 6.58% | 94.82%
NAPS | P/NAPS
0.45 | 2.53
YoY
4.22%
NP Margin | ROE
25.70% | 17.58%
F.Y. | Ann. Date
31-Dec-2021 | 22-Feb-2022
Revenue | NP to SH
181,733.333 | 44,554.666
RPS | P/RPS
27.15 Cent | 4.20
EPS | P/E | EY
6.65 Cent | 17.13 | 5.84%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
7.96% | -4.68%
NP Margin | ROE
24.52% | 14.79%
F.Y. | Ann. Date
30-Sep-2022 | 25-Oct-2022
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
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 ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
14 people like this. Showing 50 of 6,680 comments
No doubt the company is delivery profit year after year. But the performance is not reflected in its stock price. Its price keeps dropping and other technology company's price keeps going north.
1 month ago
Insider news, order drop 50 % , business very very bad for the next 2 quarters , good luck guys..........
1 month ago
What is the general future outlook of this tech stock, fair dividend yield atm. Any views? Thanks
1 month ago
This stock only make LEDs la... not microchips packaging. Cheap tech , low margins.
1 month ago
Price falls to RM1.04. Clear downtrend, not yet over. No rush to average down, but looking for some landing ground before adding. Won't chase as Price is fairly valued today relative to recent performance - compare to last year, this year's Operational Cash Flows has halved, their cash balance reduces slightly, suggesting challenges to monetize their products. But the reduced earnings still covers dividends very well. There's obviously large business fears here, so, has definite risks (it can go lower) but also potential future rewards too (it can go higher eventually). In a downtrend, it is risky to average down, so, better to just wait and watch until some stabilization.
1 month ago
Their business prospects published in Annual Report (over 6 months old):
Prospects - The current pandemic did not end in year 2021 despite the introduction of vaccines globally, with demand and use of electronic gadgets, connectivity, cloud and virtual meetings continuing to be strong. The acceleration in the progress of 5G, artificial intelligent (“AI”) and IoT together with the adoption of electric vehicles (“EV”) are the technology themes that continue to create demand for chips and other components that help to proliferate the enabling of these technologies.
We continue to leverage our experience in miniaturized sensors to explore new product development exposure in the areas like bio sensing, 5G and advanced packaging that is poised to reap the benefits of these technology rollout. We also expect our existing product of laser headlamp components to show healthy growth while complementing the growth from adoption of EV and satisfying the hunger for new power efficient technology.
The continued US-China trade tensions would also provide outsourcing opportunities for companies like us in Malaysia as our potential customers assess the viability of shifting and diversifying their supply chains.
All these new opportunities are expected to fall nicely in place where our new factory expansion project of creating an additional 25,000 square feet of additional manufacturing space would be completed by Quarter 1 2022, thus ready to take on these new opportunities.
My thoughts: (1) They lost a major client last year, and scrambling to cover the gap created - that's a permanent loss, unless they can really cover. Pandemic didn't make it easy. (2) For their remaining business, continued demand means stability and maybe a little bit organic growth when business recover, so, near bottom. (3) They try to leverage on their sensor experience in new projects, but market is pessimistic and doesn't seem to be convinced - so, Company need to prove by launching and collecting monies. (4) New factor, creating extra 25,000 when just lost 1 big client is usually not convincing to market. So, market reacts by falling, which is typical short term mentality.
The key question is - are these permanent or temporary set backs? My guess is when they eventually cover their lost business, market will have forgotten the old loss and suddenly the share price can rise - so, if you buy, it means you must be confident that they will be able to turn around their business eventually. My problem is (4) - the timing is not so good. Maybe too ambitious? But no big mistake.
1 month ago
Their business:
The Group’s operating segment comprises of only one key business activities, which is the manufacture,
assembly, testing and sales of integrated circuits, chip carrier quartz crystal products, optoelectronic products,
LED lighting system, LED components and modules, small outline components, sensors and optical products
and technical plating services for the semiconductor and electronics industries.
1 month ago
Latest Q2 Prospects (Coy's own words):
The Group's operations may continue to be impacted from the highly infectious Omicron variant of Covid-19.
In addition, the semiconductor industry continues to experience challenging macroeconomic and geopolitical
issues resulting in supply chain disruption, uncertain end demand, rising inflation and manpower shortages.
The Group has taken measures and shall continue to strive to minimize any potential exposures or disruptions
arising from these challenges.
The business outlook is challenging with the unpredictable market conditions. The Group cautiously expect
the financial performance to remain satisfactory for Year 2022 amidst the uncertainties ahead.
1 month ago
They sound cautious and prudent, pointing out challenges and how management has responded to those challenges - results were there - despite lower revenues in H1/2022 vs H1/2021, margins were better, so, that's good management. They think 2022 should be satisfactory, and if you trust them, then, that's probably true.
Personally, I like to invest in decent companies facing temporary problems where we have good chance of knowing that in 1-5 years time, they will solve their temporary problems and turnaround. Mr Market is emotional.
My only uncertainty is I don't really know their business, their people, their culture, the new young CEO, what proven experience does she have to turn around. But she's the daughter. And she has a lot to prove I guess. So, we'll see. I own < 2.5%, I may add when I see bottom but I plan to keep it small % because if I'm wrong, hopefully it doesn't hurt. But I'm optimistic.
1 month ago
Anyone knows how much revenue they get for each of these segment?
1. integrated circuits,
2. chip carrier quartz crystal products,
3. optoelectronic products,
4. LED lighting system,
5. LED components and modules,
6. small outline components,
7. sensors and optical products and
8. technical plating services
Not sure of categorization. They lump all 8 together into 1 group, suggesting volatile revenues between groups. Not clear which carries higher margins but in H1/2022, total revenue drop vs H1/2021, but margins rise, so, probably more shift towards higher margin segments.
At the end of the day, this is a small / micro cap, so, performance will be super volatile (when it drops, it can drop hard, and vice versa) - need. a strong stomach
.
1 month ago
Looking closer at the 8 segments, they are not shrinking industry but looks to be enduring for a very long time (except perhaps for LED where one day, there will be newer and better ways).
However, the industries is not the problem per se - they are very competitive, and how GTRONIC executes, relative to their competitors, is probably the key. And the measure of execution success will go back to revenues and margins, especially over the long past, say past 5-10 years.
So, I keep coming back to the past - were they successful, what's the trend, how well do they execute, ... because that's probably going to be a very good indicator of their future success.
And with the new young CEO, suddenly, another question mark is thrown into the picture.
1 month ago
And sadly, the revenue picture is not good.
- 2019 to 2021: ranges around 200-250 million per year.
- 2016 to 2018: ranges around say 250-300 million p.a. (volatile)
- 2012 to 2015: typically above 350 million p.a.
So, over past 10 years, their revenue has been on a downtrend.
They probably need to make a jump to around 260-270 milllion per year revenue and market will wake up and pay attention.
1 month ago
H1/2022 revenue is only RM90 million, so, they won't make that big jump in revenue to catch market attention. So, maybe 2023 might be their luckier year ... investors must be super patient with this stock. If not patient, then sell so that price finds bottom faster :-)
1 month ago
DividendGuy67 thanks for your views on this stock, I am optimistic about its future so long as the management team is able to sail the company through this tough time and manage to increase co's competence in the tech components and LED lighting business. Also hoping for a bottom base to form to collect more tickets. Personal guess is that it may come to 2016 low at 0.95 and hopefully bounce from there.
1 month ago
@nutsuko 3 weeks ago shouting EPF will push to rm2+ (because he you have shares). now (after selling at loss) say will come down to 60c LOL Better you keep quiet. You are not paid to entertain people here.
1 month ago
@nutsuko also you better stay away from tech counter, useless track record like shouting BUY BUY all the way down for MI.
1 month ago
Hey willsmith , just ask yourself will u happy n excited to collect more tickets at 60 sens !
1 month ago
As l told you all do not mingle with downtrend stocks or your cash will be burned.
1 month ago
It will soon go below RM1. No value investing. All funds manager dump when market melt down
1 month ago
Important support is broken ,more downside we can see. Follow for more stock info.
1 month ago
@Nustsuko now you say 60c. next day you will shout EPF pushing to rm1.50+ never trust the words of a whore
1 month ago
Currently is downtrend on Semiconductor Sector, probably might another 2Q to push it up. Cyclical trending is common for SMC as from my understanding
4 weeks ago
@willsmith
177 posts
Posted by willsmith > 4 days ago | Report Abuse
@Nustsuko now you say 60c. next day you will shout EPF pushing to rm1.50+ never trust the words of a whore
_______________
U barked so loud for what ! 1.04 with > 7% diyv ,u still not happy , latest 2 sens qr div for all shareholder during this difficult time , thanks to gtronic big boss Michael Ng ! I will continue support this solid good tech company n believe gtronic will achieve another record profits soon !
3 weeks ago
Hopefully it'll go to 1.30. A lot ppl didn't know that actually Gtronic is not much into semicon but on led emitters and other products
3 weeks ago
Atleast this old brand company is net cash low debt , wont bankrupt , n keep pay good dividen ! Once their new production line running then np will jump !
3 weeks ago
Price 1.12-1.14 q
LGE chanting die,die,die in tokong.no use.no power already.but also cautious
Tp 1.30 above
8/11/22 1.06am
3 weeks ago
Mini bull coming , panic buy now for 50 % gain within 2 weeks ! Very easy can hit > 1.60 !
2 weeks ago
The stocks u should dump right now are genm , genting , sptoto,magnum,glove stock !
The stocks u should buy right now dnex , gtronic , vstec ,swift ,mi tech ,ranhill !
1 week ago
Congrates to all Malaysian , u will have a new era with multiracial government to make harimau malaya great again in the world after so many bad damages in image in decade ! PM = ANWAR IBRAHIM ???
The market so encouraged by this news , a big bull market for bursa coming few months especially those net cash net profit company !
4 days ago
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