DELEUM BHD

KLSE (MYR): DELEUM (5132)

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Last Price

1.49

Today's Change

+0.05 (3.47%)

Day's Change

1.41 - 1.52

Trading Volume

662,200

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 774,648 867,793 791,991 698,049 558,367 592,104 868,299 623,685 534,058 608,652 649,398 657,273 2.09%
PBT 109,608 106,093 84,917 67,892 32,152 27,336 55,073 42,548 54,025 49,766 71,151 91,993 -0.88%
Tax -28,660 -27,267 -21,566 -16,650 -8,385 -11,974 -11,069 -12,719 -14,764 -16,946 -15,612 -21,342 0.11%
NP 80,948 78,826 63,351 51,242 23,767 15,362 44,004 29,829 39,261 32,820 55,539 70,651 -1.20%
-
NP to SH 63,246 58,502 45,735 42,142 17,068 7,429 33,148 27,169 32,277 26,513 45,408 59,324 -2.84%
-
Tax Rate 26.15% 25.70% 25.40% 24.52% 26.08% 43.80% 20.10% 29.89% 27.33% 34.05% 21.94% 23.20% -
Total Cost 693,700 788,967 728,640 646,807 534,600 576,742 824,295 593,856 494,797 575,832 593,859 586,622 2.43%
-
Net Worth 433,677 433,677 413,600 389,506 357,382 349,351 349,022 332,241 320,156 300,000 292,051 276,018 4.59%
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 32,124 30,919 22,888 21,081 8,834 4,015 17,651 14,010 17,008 14,000 22,003 30,002 -2.96%
Div Payout % 50.79% 52.85% 50.05% 50.03% 51.76% 54.05% 53.25% 51.57% 52.69% 52.80% 48.46% 50.57% -
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 433,677 433,677 413,600 389,506 357,382 349,351 349,022 332,241 320,156 300,000 292,051 276,018 4.59%
NOSH 401,553 401,553 401,553 401,553 401,553 401,553 401,553 401,125 400,195 400,000 400,070 400,026 0.04%
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 10.45% 9.08% 8.00% 7.34% 4.26% 2.59% 5.07% 4.78% 7.35% 5.39% 8.55% 10.75% -
ROE 14.58% 13.49% 11.06% 10.82% 4.78% 2.13% 9.50% 8.18% 10.08% 8.84% 15.55% 21.49% -
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 192.91 216.11 197.23 173.84 139.05 147.45 216.44 155.81 133.45 152.16 162.32 164.31 2.04%
EPS 15.76 14.57 11.39 10.49 4.25 1.85 8.26 6.78 8.07 6.63 11.35 14.83 -2.88%
DPS 8.00 7.70 5.70 5.25 2.20 1.00 4.40 3.50 4.25 3.50 5.50 7.50 -3.00%
NAPS 1.08 1.08 1.03 0.97 0.89 0.87 0.87 0.83 0.80 0.75 0.73 0.69 4.54%
Adjusted Per Share Value based on latest NOSH - 401,553
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 192.91 216.11 197.23 173.84 139.05 147.45 216.23 155.32 133.00 151.57 161.72 163.68 2.09%
EPS 15.76 14.57 11.39 10.49 4.25 1.85 8.25 6.77 8.04 6.60 11.31 14.77 -2.84%
DPS 8.00 7.70 5.70 5.25 2.20 1.00 4.40 3.49 4.24 3.49 5.48 7.47 -2.95%
NAPS 1.08 1.08 1.03 0.97 0.89 0.87 0.8692 0.8274 0.7973 0.7471 0.7273 0.6874 4.59%
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 28/06/24 28/06/24 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 1.31 1.31 0.955 0.90 0.50 0.61 0.96 0.985 0.94 1.00 1.10 1.58 -
P/RPS 0.68 0.61 0.48 0.52 0.36 0.41 0.44 0.63 0.70 0.66 0.68 0.96 -7.40%
P/EPS 8.32 8.99 8.38 8.58 11.76 32.97 11.62 14.51 11.65 15.09 9.69 10.65 -2.62%
EY 12.02 11.12 11.93 11.66 8.50 3.03 8.61 6.89 8.58 6.63 10.32 9.39 2.69%
DY 6.11 5.88 5.97 5.83 4.40 1.64 4.58 3.55 4.52 3.50 5.00 4.75 2.57%
P/NAPS 1.21 1.21 0.93 0.93 0.56 0.70 1.10 1.19 1.18 1.33 1.51 2.29 -9.52%
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 21/08/24 21/08/24 26/02/24 28/02/23 23/02/22 29/03/21 26/02/20 25/02/19 26/02/18 27/02/17 23/02/16 24/02/15 -
Price 1.25 1.25 1.31 0.95 0.50 0.565 0.835 1.28 0.98 1.01 1.13 1.72 -
P/RPS 0.65 0.58 0.66 0.55 0.36 0.38 0.39 0.82 0.73 0.66 0.70 1.05 -5.02%
P/EPS 7.94 8.58 11.50 9.05 11.76 30.54 10.11 18.86 12.15 15.24 9.96 11.60 -0.09%
EY 12.60 11.66 8.69 11.05 8.50 3.27 9.90 5.30 8.23 6.56 10.04 8.62 0.08%
DY 6.40 6.16 4.35 5.53 4.40 1.77 5.27 2.73 4.34 3.47 4.87 4.36 -0.02%
P/NAPS 1.16 1.16 1.27 0.98 0.56 0.65 0.96 1.54 1.23 1.35 1.55 2.49 -7.20%

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
8 people like this. Showing 50 of 1,724 comments

ipohwhitecoffee

Nice U-turn. We just chartered a new high.

2022-05-06 15:06

virust

What happened when crude oil price keep going up?

Upstream O&G – pure upstream player Hibiscs is the first beneficiary in near term and share price already up more than 100%.

Downstream O&G – Hengyuan, PetronM and Petdag started to augur some profit as the rise of oil product spread price. Those share prices up 20 to 50% and need to take note that both Hengyuan and PetronM is pure downstream player.

O&G service provider – Dayang, Waseong, Penergy, Deleum, Uzma, Carimin and RL will be the last beneficiary with promising contract awarded from PETRONAS. Those share prices is on the move.

We are on the USD100++ Crude oil era which happened 10yrs ago couple with high inflation

2022-05-07 07:24

ipohwhitecoffee

Buy the dip

2022-05-12 15:08

wallstreetrookie

@ipohwhitecoffee
Careful

I have sent you a private message

2022-05-12 17:06

wallstreetrookie

My friend

2022-05-12 17:07

ipohwhitecoffee

Thanks for the tip Wallstreet. Will be cautious

2022-05-12 17:24

Jerichomy

It will never reach rm1

2022-05-21 12:56

ipohwhitecoffee

Since Deleum results Does not disappoint I will hold for another quarter.

Way better fundamental than other energy stocks like Uzma Penergy Carimin etc..

2022-06-01 07:15

Jerichomy

This company got fundamental but operator is not active

2022-06-09 20:47

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Deleum Bhd
0.65 MYR
-0.26 (-28.57%)past 5 years
9 Jun, 5:00 pm MYT


In the short term, the market activity is like a voting machine, and in the long term, a weighing machine.

2022-06-09 21:02

wallstreetrookie

Hmm what am I missing here? I originally was not bullish on Deleum due to its poor management. But then I saw that ipohwhitecoffee is bullish on Deleum. Maybe I need to do more research. However, to be fair, I would buy Coastal Contract and Hibiscus more than Deleum or Uzma

2022-06-12 15:18

sengtan

started to break out...Q result this week I think

2022-08-23 10:34

ipohwhitecoffee

A rewards for being patience. At 5% DY is a hold for me might as well since no difference for long term player

2022-08-24 15:40

ipohwhitecoffee

Steady stock. New high in sight. Am confident

2022-08-30 09:35

sengtan

The new CEO is sterling the company in right direction

2022-08-30 09:36

ipohwhitecoffee

Oh Yes! Deleum break new 52 weeks high of 0.83 before retracement.
Anyway short term correction anticipated but aim long term for bigger profits

2022-09-06 16:49

airfan99

Deleum has been in a net cash position in the last six years — a rare attribute in the local upstream O&G space. At the q2 report - FY2022, its cash and bank balances stood at RM203 million against total borrowings of RM16.12 million. Year to date, Deleum’s share price had risen to 0.73 sen vs NTA 0.89 sen at the morning session.

2022-10-27 12:18

ipohwhitecoffee

congratulations all shareholders. Deleum breaking 0.90 for the first time. Great Investment

2022-12-05 09:51

fooming

Deleum Bhd said Petroliam Nasional Bhd (Petronas) has lifted its suspension against the group's indirect subsidiary Deleum Technology Solutions Sdn Bhd (DTS)

2022-12-19 11:51

fooming

DTS which was formerly known as Deleum Primera Sdn Bhd received a letter from Petronas stating that the uplift was effective from Dec 12

2022-12-19 11:52

slumdoge

Slow & steady.....

2023-01-03 12:56

slumdoge

Value stocks such as Focus Point Holdings Bhd, Deleum Bhd and Malayan Flour Mills Bhd have done well for us, said Tradeview Capital Sdn Bhd portfolio manager Neoh Jia Man

2023-01-16 12:01

Michael Kwok

Deleum 90 cents
Support 87 cents
If breach 60 cents range
10/6/23 11.30pm

2023-06-10 23:30

LadyRepins

86/87 is fundamental value, lower makes it a good buy. Likely will drift lower on overall weak sentiment. Base support at 72, if breaks this then it's in wilderness...

2023-06-11 17:39

hng33

bought deleum at 90sen

2023-08-01 16:59

Save

Good dividend stock

2023-08-29 18:50

hng33

sold at 92.5sen

2023-08-30 12:25

UnicornP

Very good prospect apparently.

2023-09-13 19:01

Save

Ya. Hng33 sold too early. 1.33 this December if US markat isn't crash

2023-09-13 22:33

Michael Kwok

Deleum 1.08
Can it retesting rm 1,then rebound.let see by 4-6 trading days time.
15/9/23 6.40pm

2023-09-15 18:38

Save

Tested previous height @1.04 today and rebound tomorrow?

2023-09-18 17:18

TIBORZABAN

😎🧐🧐🧐

2023-09-19 11:34

Dehcomic01

The marine charter business has caused a lot of headaches for the Bursa oilfield services companies. This is best illustrated by the ROE of Dayang and Deleum. https://i.postimg.cc/Z5kNLQT1/Dayang-vs-Deleum.png

Both are in the topside maintenance services business. The different between them was that Dayang ventured into the marine charter business in the early part of the last decade

You can see that the returns for Dayang were badly affected in 2017 and 2021 by impairments due to poor vessel utilization. https://www.youtube.com/watch?v=quk378SFfCg

Moral of the story? The wrong strategic choice can cause great problems

2023-12-06 07:22

Dehcomic01

In 2023, the Bursa Malaysia energy index grew at 5.4 %. In contrast, the S&P 500 energy index contracted at 3.7 %. WTI crude oil prices contracted by 9.9 %

Of course the composition of the companies making up the indices for Bursa Malaysia are different from that for the S&P 500.

If you are hunting for oil and gas companies to invest in, doesn’t it makes sence to look at Bursa Malaysia counters. In this context, Deleum looks like a good candidate. https://www.youtube.com/watch?v=WVC1fVZzyaw

It did well when crude oil prices were high. But when oil prices were in the trough part of the cycle during 2015 to 2019, the company performance deteriorated. Its performance improved over the past 2 years due to the better crude oil prices. Over the cycle, the Group delivered average returns that were greater than its cost of funds. The Group is also financially sound
When you compare Deleum ROE trend with the share price trend, do you think that there is still an opportunity to go in? https://i.postimg.cc/KYPBhG5m/Deleum.png

2024-01-22 06:54

GL2004

TIME TO GO LOR.......

2024-02-23 09:19

sengtan

something is brewing ?? or in anticipation of a good quarterly result next week

2024-02-23 11:32

sengtan

Despite a good set of result today correction. Could it be buy prior to Q result announcement and sell on news

2024-02-27 09:55

thesteward

Spiking tomorrow or next week . Fingers crossed

2024-05-02 16:11

rbzhg1226

🤔🤔

2024-05-20 10:32

DreamGuardian

https://www.thestar.com.my/business/business-news/2024/06/10/deleum039s-indirect-subsidiary-bags-rm105mil-petronas-contract

2024-06-10 17:47

ZoeZoe

is 1.30 a good entry price for Deluem?

2024-07-10 14:52

Dehcomic01

Deleum – market is pricing a collapse of crude oil price

As an oilfield services group, Deleum’s performance is closely tied to crude oil prices. It improved when oil prices were high, but deteriorated during low-price periods (2015-2019).

Recent years have seen a performance rebound due to better oil prices. Over the cycle, the Group delivered average returns that were greater than its cost of funds. The Group is also financially sound.

My valuation based on the performance over the cycle showed that there is more than a 30% margin of safety based on the market price of RM1.29.

Do you believe that crude oil prices will continue to be high or is due to collapse? I think the market is pricing Deluem anticipating a collapse in the crude oil price. Is this realistic?

For more insights refer to page 19 of INVEST https://notice.shareinvestor.com/email/newsletter/invest/pdf/Vol217-Invest-26Jul.pdf

2024-07-30 16:15

Mrhunter88

will move higher more soon....gogogo...

2 months ago

katara

buy deleum n penergy..

1 month ago

Rose001

interesting coverage on this stock https://youtu.be/PmXEMzZcYx0

3 weeks ago

FAInvestor

The video by investment mind set will bring u straight to Holland.

3 weeks ago

FAInvestor

She said her cost is 1.64 in Delum

3 weeks ago

Mrhunter88

sell...wait at new bottom...i sell first,loke profit 28%

2 weeks ago

Rose001

in the video she did mention that this stock price will be swayed by the crude oil price too. i see recently crude oil prices been coming down, that could be the reason for Deleum stock price coming down too :(

1 week ago

eugenewong794

Oil price does affect this stock somewhat, but its all sentiment, business wise, they are petronas OPEX contractor, meaning they help maintain petronas assets, they'll do well as long as they get contract to help maintain the assets, stable business wont experience big boom during high oil price, but wont b affected as badly in low oil price

1 week ago

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