PBA HOLDINGS BHD

KLSE (MYR): PBA (5041)

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Last Price

1.82

Today's Change

+0.02 (1.11%)

Day's Change

1.78 - 1.82

Trading Volume

275,200

Financial

Show?
Last 10 FY Result
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Revenue 444,692 437,381 423,602 315,271 334,815 336,303 340,201 334,758 312,353 326,698 300,295 261,017 5.52%
PBT 65,600 71,166 68,410 283 28,111 31,572 28,115 36,137 40,936 54,648 44,769 25,634 11.51%
Tax -8,200 -35,436 -34,062 49,230 8,630 -6,814 -2,962 -139,567 -3,656 7,116 -6,770 -875 50.17%
NP 57,400 35,730 34,348 49,513 36,741 24,758 25,153 -103,430 37,280 61,764 37,999 24,759 3.70%
-
NP to SH 57,400 35,730 34,348 49,513 36,741 24,758 25,153 -103,430 37,280 61,764 37,999 24,759 3.70%
-
Tax Rate 12.50% 49.79% 49.79% -17,395.76% -30.70% 21.58% 10.54% 386.22% 8.93% -13.02% 15.12% 3.41% -
Total Cost 387,292 401,651 389,254 265,758 298,074 311,545 315,048 438,188 275,073 264,934 262,296 236,258 5.70%
-
Net Worth 950,124 950,124 935,758 702,309 738,125 691,785 678,545 695,099 824,192 801,189 754,683 728,205 2.82%
Dividend
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Div - 11,584 11,584 9,929 7,447 7,447 11,584 11,585 13,240 13,242 12,412 12,412 -0.76%
Div Payout % - 32.42% 33.73% 20.06% 20.27% 30.08% 46.06% 0.00% 35.52% 21.44% 32.67% 50.13% -
Equity
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Net Worth 950,124 950,124 935,758 702,309 738,125 691,785 678,545 695,099 824,192 801,189 754,683 728,205 2.82%
NOSH 331,270 331,270 331,270 331,270 331,270 331,270 331,270 331,270 331,270 331,070 331,001 331,002 0.00%
Ratio Analysis
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
NP Margin 12.91% 8.17% 8.11% 15.70% 10.97% 7.36% 7.39% -30.90% 11.94% 18.91% 12.65% 9.49% -
ROE 6.04% 3.76% 3.67% 7.05% 4.98% 3.58% 3.71% -14.88% 4.52% 7.71% 5.04% 3.40% -
Per Share
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 134.35 132.14 127.98 95.25 101.15 101.60 102.78 101.14 94.37 98.68 90.72 78.86 5.52%
EPS 17.36 10.79 10.38 14.96 11.10 7.48 7.60 -31.25 11.26 18.66 11.48 7.48 3.70%
DPS 0.00 3.50 3.50 3.00 2.25 2.25 3.50 3.50 4.00 4.00 3.75 3.75 -0.76%
NAPS 2.8705 2.8705 2.8271 2.1218 2.23 2.09 2.05 2.10 2.49 2.42 2.28 2.20 2.82%
Adjusted Per Share Value based on latest NOSH - 331,270
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 134.24 132.03 127.87 95.17 101.07 101.52 102.70 101.05 94.29 98.62 90.65 78.79 5.52%
EPS 17.33 10.79 10.37 14.95 11.09 7.47 7.59 -31.22 11.25 18.64 11.47 7.47 3.70%
DPS 0.00 3.50 3.50 3.00 2.25 2.25 3.50 3.50 4.00 4.00 3.75 3.75 -0.76%
NAPS 2.8681 2.8681 2.8248 2.1201 2.2282 2.0883 2.0483 2.0983 2.488 2.4185 2.2782 2.1982 2.82%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 29/03/24 29/03/24 29/12/23 30/12/22 31/12/21 31/12/20 31/12/19 31/12/18 29/12/17 30/12/16 31/12/15 31/12/14 -
Price 1.86 1.86 1.46 0.76 0.83 0.865 1.12 1.06 1.20 1.15 1.30 1.29 -
P/RPS 1.38 1.41 1.14 0.80 0.82 0.85 1.09 1.05 1.27 1.17 1.43 1.64 -3.95%
P/EPS 10.73 17.23 14.07 5.08 7.48 11.56 14.74 -3.39 10.65 6.16 11.32 17.25 -2.23%
EY 9.32 5.80 7.11 19.68 13.37 8.65 6.78 -29.48 9.39 16.22 8.83 5.80 2.28%
DY 0.00 1.88 2.40 3.95 2.71 2.60 3.13 3.30 3.33 3.48 2.88 2.91 -2.11%
P/NAPS 0.65 0.65 0.52 0.36 0.37 0.41 0.55 0.50 0.48 0.48 0.57 0.59 -1.39%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 24/05/24 24/05/24 28/02/24 28/02/23 23/02/22 24/02/21 28/02/20 28/02/19 09/03/18 28/02/17 23/02/16 27/02/15 -
Price 2.07 2.07 2.46 0.80 0.80 0.00 1.03 1.25 1.13 1.24 1.30 1.37 -
P/RPS 1.54 1.57 1.92 0.84 0.79 0.00 1.00 1.24 1.20 1.26 1.43 1.74 1.09%
P/EPS 11.94 19.18 23.71 5.35 7.21 0.00 13.55 -4.00 10.03 6.65 11.32 18.32 2.90%
EY 8.38 5.21 4.22 18.70 13.88 0.00 7.38 -25.00 9.97 15.05 8.83 5.46 -2.82%
DY 0.00 1.69 1.42 3.75 2.81 0.00 3.40 2.80 3.54 3.23 2.88 2.74 -7.03%
P/NAPS 0.72 0.72 0.87 0.38 0.36 0.00 0.50 0.60 0.45 0.51 0.57 0.62 3.83%

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
6 people like this. Showing 50 of 1,522 comments

paperplane

96 hour and subsequently unplanned water outrage 48 hour happened in Jan 2024.
96 hour and subsequently unplanned water outrage 48 hour happened in Jan 2024.

1 month ago

paperplane

96 hour and subsequently unplanned water outrage 48 hour happened in Jan 2024.
pure sorhxxxxi, how many days only, and caused 10mil gap in q income? you think we kindergarten kids meh hng

1 month ago

paperplane

simple as this: naive assumption, over positive expectation, and EGO

1 month ago

ltlim74

This forum is about stock investment and sharing of bullish and bearish opinions. If everyone is neutral, then better close down this forum or go elsewhere.

1 month ago

ltlim74

Even so called expert analyst get it wrong very often. So don't condemn anyone personally here. Only condemn those who talk rubbish and waste our time reading it.

1 month ago

Erudite

Hng33 is not wrong. His assumption reasonable. Only thing disruption + tariff hike only effective in March (Jan, Feb still old rate) as PBA practice bimonthly billing. U can check ur bill… I m penangite so I know. Next Q will be bombastic

1 month ago

S363636

Yup I agree with @erudite . Next quarter only can see the increase properly !!! And if we see just by quarter comparison the quarter is good . Is standard increase

1 month ago

Agjl

Be nice… everyone here is trying to help each other. The final decision is yours. Cheers!

1 month ago

dollardollarbill

1Q24 Note 15:
15. Current year prospects
Revenue from sales of water is expected to further increase in line with the new water tariff implementation with effect from 1 February 2024 for domestic consumers.

1 month ago

goldenhope

Everyone here just to share their views and insights, accept if you agree, ignore if you feel "talk cock".

1 month ago

goldenhope

Buy more if you confident with the company, not happy then just throw it and keep quiet.

1 month ago

KingKKK

Still think PBA is worth RM2.60, Q1 earnings turned profitable as expected. More to come in Q2 as it will be full 3 months new tariff contribution

1 month ago

dollardollarbill

Hi Erudite, could you kindly share what your water bill was like from Jan-Apr so we can better understand the impact? Thanks.

Posted by Erudite > 1 day ago | Report Abuse

Hng33 is not wrong. His assumption reasonable. Only thing disruption + tariff hike only effective in March (Jan, Feb still old rate) as PBA practice bimonthly billing. U can check ur bill… I m penangite so I know. Next Q will be bombastic

1 month ago

hng33

sold first at 2.02-2.06, wait for next Q

1 month ago

mizieXX

my water bill increase 100%..from rm40+ now 100+.. can expect how much profit for pba next quarter

1 month ago

goldenhope

@mizieXX May i know the date of your bill RM100+ ?

1 month ago

S363636

Siliconware Precision Industries Co., Ltd. (SPIL), a leading global semiconductor packaging and testing company, celebrated the groundbreaking of its Malaysia P1 plant at Bandar Cassia Technology Park in Pnenag. This state-of-the-art 8-hectare facility, representing a RM6 billion investment, is expected to create nearly 3,000 skilled jobs over the next 15 years. The plant will feature advanced packaging and testing technologies, including wafer bumping and wafer-level chip packaging, enhancing efficiency and competitiveness in the semiconductor industry.

The ceremony was graced by prominent figures, including YBhg. Dato’ Hairil Yahri Yaacob, Secretary General of MITI; Mr. Sivasuriyamoorthy Sundara Raja, Deputy CEO of MIDA; Dato’ Loo Lee Lian, CEO of InvestPenang; and Mr. Michael Chang, CEO of SPIL Malaysia. Their attendance highlighted the significance of this project to the region and the industry.

YB Tengku Datuk Seri Utama Zafrul Tengku Abdul Aziz, Minister of MITI, warmly welcomed SPIL’s investment. He emphasized that this development affirms Malaysia’s position as a preferred destination for global semiconductor companies. He noted, “The National Semiconductor Strategic Task Force (NSSTF) and MIDA’s expertise are key to the New Industrial Master Plan 2030, aiming to increase economic complexity, forge stronger global linkages, and create high-paying jobs for Malaysians.”

Mr. Sikh Shamsul Ibrahim Sikh Abdul Majid, CEO of MIDA, underscored the benefits of SPIL’s investment, stating, “This facility enhances Malaysia’s semiconductor ecosystem, creating high-value engineering jobs and accelerating the export of Malaysian products globally.” He added that this project positions Malaysia as a key player in the international semiconductor market, driving sustained economic growth.

Dato’ Loo Lee Lian highlighted Penang’s substantial contribution to the semiconductor sector, stating, “Penang is proud to host SPIL, reflecting foreign investors’ confidence in our region as a hub for advanced technologies. This facility will advance Penang up the value chain, reinforcing its reputation as the Silicon Valley of the East.”

Mr. Michael Chang, CEO of SPIL Malaysia, expressed gratitude to MIDA and InvestPenang for their support. He stated that the P1 plant will foster innovation, cultivate semiconductor talent, and enhance technological capabilities in Penang. He emphasized SPIL’s commitment to environmental sustainability, aiming for GBI Green Globes Certification and a net-zero carbon reduction goal by 2050.

As part of ASE Technology Holding, the world’s largest packaging and testing group, SPIL is expanding its global footprint with the P1 plant. This initiative introduces advanced packaging technology, strengthens the packaging and testing industry, and drives innovation and economic growth in Penang and beyond.

1 month ago

S363636

More water needed soon

1 month ago

Agjl

Hng33, why sold your portion so early when u are optimistic on its prospects?

1 month ago

mizieXX

16 may

1 month ago

ocbc

1) Issue bond like alibaba will do to have low funding cost
2) Take control of Yli Berhad which is cash rich and NTA =1.37 , now selling at lelong price 0.55 PBV

1 month ago

goldenhope

@mizieXX Your bill 16 May, should be covered 17 Mar to 16 May, how about previous bill Jan to Mar 16, still follow old tariffs ?

1 month ago

mizieXX

yes.. march bill still use old tariffs.

1 month ago

Justaboylearning

PBA PBA PBA.... never change . RM 520 million to install a smart meter just for convenience . If the government actually go through with it. It's time to sell the shares as they spend unnecessary money on OPEX...

Or it's time for MACC to look at who benefitting from these deals as it seems like there's some bribery involved.

1 month ago

hng33

Very funny, only Penang water traffic hike keep received complaint, NOT only from consumer, MCA, now even Penang DAP also blame Penang gov .... now demanding rebate 20 per cubic meter....pressuring on Pnenag government to continue give more rebate.

https://www.chinapress.com.my/20240601/%e6%98%afspan%e6%89%b9%e5%87%86%e6%96%b0%e6%b0%b4%e8%b4%b9%e4%bb%b7%e4%bd%8d-%e6%9b%b9%e8%a7%82%e5%8f%8b%ef%bc%9a%e8%a1%8c%e6%94%bf%e8%ae%ae%e4%bc%9a%e5%b0%86%e8%ae%a8%e8%ae%ba/

1 month ago

KingKKK

Bursa MAGNIFICENT 7 - Update for Jun 2024 - Discussion about PBA, YTL, YTLPOWER, TENAGA, UEMS, IOIPG and SUNWAY - (KingKKK)

https://klse1.i3investor.com/blogs/bestStocks/2024-06-02-story-h-160564341-Bursa_MAGNIFICENT_7_Update_for_Jun_2024_Discussion_about_PBA_YTL_YTLPOW.jsp

1 month ago

goldenhope

Why LGE commented on the price hike now, should be debated before Penang gov approves the proposed rate hike.

1 month ago

goldenhope

They should discuss internally to solve the problem but not openly condemn the CM.

1 month ago

Bestata Oh

the CM is useless and will LD soon

1 month ago

newbird33

PBA giving free 10,000 liters water to every household!

1 month ago

hng33

THE Penang Water Supply Corporation (PBAPP) appears to have caved in to pressure and has offered rebates to provide relief to consumers over the 182 percent hike in water rates early this year

In a statement, the state executive councillor, who oversees infrastructure, Zairil Khir Johari said that the first 10,000 litres of water used by every household in Penang from July to December will be free of charge.

It is part of efforts to lighten the impact of increased water tariffs that began earlier this year, Zairil, the Tanjung Bungah assemblyman, said.

He also declared that the existing RM20 monthly rebate for large households comprising eight people or more with a maximum monthly income of RM2,250 will be extended to households with an income of up to RM5,000

1 month ago

S363636

So how they going to make profit ? Better sell before become sen!!!

1 month ago

goldenhope

better cut the Directors' allowances

1 month ago

ValueInvestor888

ranhill is doing much better than PBA...

1 month ago

rlch

So many people can enjoy free water?

1 month ago

goldenhope

As at May 2024, there are about 597,000 registered domestic water consumers in
Penang. The projected impact on PBAPP’s revenue in the period from 1.7.2024 –
31.12.2024 will be about RM11 million.

1 month ago

Justaboylearning

Good to buy on price weakness.

RM 11 million may be alot, but only applies to consumer households.

1 month ago

ValueInvestor888

household usage should be less than 40%, the rest is industrial and agriculture sector.
Oversold but this stock is lousy...

1 month ago

raymondroy

Last qtr profit was only RM14m so if free water impact is RM11m.... covering 6 mths so thats RM1.8m a mth..... so profit will reduce to 14-1.8=12.2m .... assuming rate change will be absorbed into this free water scheme covering initial mths :-(

1 month ago

goldenhope

RM14 mil still does not fully reflect the hike in water tariff.

1 month ago

ValueInvestor888

yes not reflect yet. current price is undervalued as mkt does not like subsidy and other argument surrounding water by politicians. Household consumption is less than 40%. Other sectors still subject to increase esp industry sectors.

1 month ago

paperplane

PBA will never be able to reward their shareholders like this. Sell, ask them privatise it

1 month ago

hng33

bought back pba at 1.83-1.86

1 month ago

turbochart

Penang rich. Perak poor. Perak gov, pls Sell water sell High High to Penang!!😁

1 month ago

hng33

https://www.malaymail.com/news/money/2024/06/20/taiwanese-manufacturer-elite-material-co-ltd-sets-up-rm900m-facility-in-penang/140613

1 month ago

hng33

#美中科技戰 #地緣政治下 馬來西亞為什麼成為 #半導體 新贏家？【懂商業看商周】Ep.34
https://www.youtube.com/watch?v=dbRVibxpFIM

1 month ago

raymondroy

A fiNAL single-tier dividend of 1.75 sen per share was approved today for the 7,507 shareholders of PBA Holdings Berhad (PBAHB).
The entitlement date is set for July 15, with a total projected payout of RM5.792 million by July 26, according to Chief Minister Chow Kon Yeow.
With this final dividend, PBAHB shareholders will receive a net single-tier dividend of 3.5 sen per share for 2023,”
Wonder if PBA is a good buy fro now? Any feedback will be appreciated.... and hng33 - you seem to have the most voice here :-) cheers

3 weeks ago

speakup

amboi sikitnya! kedekut kot

3 weeks ago

Agjl

No interest in PBA.....

3 weeks ago

anai anai

good profit coming for FY24

2 weeks ago

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