PACIFIC & ORIENT BHD

KLSE (MYR): P&O (6009)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

0.835

Today's Change

+0.005 (0.60%)

Day's Change

0.825 - 0.835

Trading Volume

3,600

Financial

Show?
Last 10 FY Result
AQR T4Q 30/09/23 30/09/22 30/09/21 30/09/20 30/09/19 30/09/18 30/09/17 30/09/16 30/09/15 30/09/14 CAGR
Revenue 310,820 286,603 281,105 311,375 274,630 309,168 323,480 317,145 331,547 374,394 464,844 541,129 -7.01%
PBT -20,084 -11,565 -18,940 56,766 10,978 -1,575 5,892 16,460 35,936 37,314 62,272 69,305 -
Tax -2,128 -2,347 -2,283 -1,156 -5,223 -3,729 -6,864 -15,194 -10,400 -18,170 -9,059 -20,629 -21.68%
NP -22,212 -13,912 -21,223 55,610 5,755 -5,304 -972 1,266 25,536 19,144 53,213 48,676 -
-
NP to SH -24,708 -11,284 -17,886 54,482 881 -9,841 -8,435 -12,267 7,666 -5,539 42,570 24,708 -
-
Tax Rate - - - 2.04% 47.58% - 116.50% 92.31% 28.94% 48.69% 14.55% 29.77% -
Total Cost 333,032 300,515 302,328 255,765 268,875 314,472 324,452 315,879 306,011 355,250 411,631 492,453 -5.27%
-
Net Worth 332,814 332,814 325,840 349,264 315,910 270,388 290,136 324,333 356,378 360,717 386,127 390,126 -1.97%
Dividend
AQR T4Q 30/09/23 30/09/22 30/09/21 30/09/20 30/09/19 30/09/18 30/09/17 30/09/16 30/09/15 30/09/14 CAGR
Div - 3,226 9,694 26,329 16,063 17,668 16,947 17,178 17,700 24,917 26,141 18,302 -6.81%
Div Payout % - 0.00% 0.00% 48.33% 1,823.30% 0.00% 0.00% 0.00% 230.90% 0.00% 61.41% 74.07% -
Equity
AQR T4Q 30/09/23 30/09/22 30/09/21 30/09/20 30/09/19 30/09/18 30/09/17 30/09/16 30/09/15 30/09/14 CAGR
Net Worth 332,814 332,814 325,840 349,264 315,910 270,388 290,136 324,333 356,378 360,717 386,127 390,126 -1.97%
NOSH 293,868 293,868 288,593 287,988 287,074 287,074 286,957 286,946 245,954 245,954 239,830 240,818 2.02%
Ratio Analysis
AQR T4Q 30/09/23 30/09/22 30/09/21 30/09/20 30/09/19 30/09/18 30/09/17 30/09/16 30/09/15 30/09/14 CAGR
NP Margin -7.15% -4.85% -7.55% 17.86% 2.10% -1.72% -0.30% 0.40% 7.70% 5.11% 11.45% 9.00% -
ROE -7.42% -3.39% -5.49% 15.60% 0.28% -3.64% -2.91% -3.78% 2.15% -1.54% 11.02% 6.33% -
Per Share
AQR T4Q 30/09/23 30/09/22 30/09/21 30/09/20 30/09/19 30/09/18 30/09/17 30/09/16 30/09/15 30/09/14 CAGR
RPS 112.07 103.34 104.39 115.90 102.58 115.49 119.30 115.38 140.48 157.76 193.82 224.70 -8.16%
EPS -8.92 -4.07 -6.65 20.32 0.33 -3.66 -3.10 -4.74 3.24 -2.32 17.75 10.26 -
DPS 0.00 1.16 3.60 9.80 6.00 6.60 6.25 6.25 7.50 10.50 10.90 7.60 -7.96%
NAPS 1.20 1.20 1.21 1.30 1.18 1.01 1.07 1.18 1.51 1.52 1.61 1.62 -3.18%
Adjusted Per Share Value based on latest NOSH - 293,868
AQR T4Q 30/09/23 30/09/22 30/09/21 30/09/20 30/09/19 30/09/18 30/09/17 30/09/16 30/09/15 30/09/14 CAGR
RPS 105.14 96.95 95.09 105.33 92.90 104.58 109.42 107.28 112.15 126.65 157.24 183.05 -7.01%
EPS -8.36 -3.82 -6.05 18.43 0.30 -3.33 -2.85 -4.15 2.59 -1.87 14.40 8.36 -
DPS 0.00 1.09 3.28 8.91 5.43 5.98 5.73 5.81 5.99 8.43 8.84 6.19 -6.80%
NAPS 1.1258 1.1258 1.1022 1.1815 1.0686 0.9147 0.9815 1.0971 1.2055 1.2202 1.3062 1.3197 -1.97%
Price Multiplier on Financial Quarter End Date
AQR T4Q 30/09/23 30/09/22 30/09/21 30/09/20 30/09/19 30/09/18 30/09/17 30/09/16 30/09/15 30/09/14 CAGR
Date 29/12/23 29/12/23 29/09/23 30/09/22 30/09/21 30/09/20 30/09/19 28/09/18 29/09/17 30/09/16 30/09/15 30/09/14 -
Price 0.95 0.95 0.98 1.02 0.925 0.83 0.98 1.05 1.27 1.32 1.37 1.40 -
P/RPS 0.85 0.92 0.94 0.88 0.90 0.72 0.82 0.91 0.90 0.84 0.71 0.62 4.72%
P/EPS -10.66 -23.35 -14.75 5.03 281.09 -22.58 -31.50 -23.53 39.10 -56.55 7.72 13.65 -
EY -9.38 -4.28 -6.78 19.88 0.36 -4.43 -3.17 -4.25 2.56 -1.77 12.96 7.33 -
DY 0.00 1.22 3.67 9.61 6.49 7.95 6.38 5.95 5.91 7.95 7.96 5.43 -4.25%
P/NAPS 0.79 0.79 0.81 0.78 0.78 0.82 0.92 0.89 0.84 0.87 0.85 0.86 -0.66%
Price Multiplier on Announcement Date
AQR T4Q 30/09/23 30/09/22 30/09/21 30/09/20 30/09/19 30/09/18 30/09/17 30/09/16 30/09/15 30/09/14 CAGR
Date 28/02/24 28/02/24 29/11/23 30/11/22 29/11/21 26/11/20 29/11/19 29/11/18 29/11/17 30/11/16 26/11/15 27/11/14 -
Price 0.90 0.90 0.98 1.02 0.93 0.84 0.97 1.01 1.27 1.30 1.40 1.38 -
P/RPS 0.80 0.87 0.94 0.88 0.91 0.73 0.81 0.88 0.90 0.82 0.72 0.61 4.91%
P/EPS -10.10 -22.12 -14.75 5.03 282.61 -22.85 -31.18 -22.63 39.10 -55.70 7.89 13.45 -
EY -9.90 -4.52 -6.78 19.88 0.35 -4.38 -3.21 -4.42 2.56 -1.80 12.68 7.43 -
DY 0.00 1.29 3.67 9.61 6.45 7.86 6.44 6.19 5.91 8.08 7.79 5.51 -4.41%
P/NAPS 0.75 0.75 0.81 0.78 0.79 0.83 0.91 0.86 0.84 0.86 0.87 0.85 -0.53%

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 561 comments

sense maker

The company distributes dividend out of retained, not current earnings.

2019-04-26 13:23

thanaraj

at dy =5.75% the dividend return is Above yr bank FD rate of 3%. So its return is good. hence i will buy more shares for its return. Any comments from other investors and analysts welcome.

2020-03-24 16:12

thanaraj

yes. i will buy more shares.

2020-03-24 16:13

sense maker

Dividend is slashed substantially.

2020-04-09 14:25

yameyamo

yearly lowest.. 0.8 now 0.78 can buy or not?

2020-04-26 18:58

kl_guy

is this p&o related to pbbank ?

2020-04-26 19:58

Leong8123

They launched a good product. Flexible car insurance. Much lower cost. Low milleague pay lower premium. Up to 40% cheaper after ncb 55%. Mco. Everyone looking for cheaper insurance. Right product. Right time. What more?

2020-08-12 13:50

carefulpeeps

Independent director, Lim Tian Huat is under instigation by MACC for corruption. He does not act with integrity and honesty

2020-10-19 09:29

skyflyer87

From RM1++ to 80 sen with falling dividend. Quitting soon.

2020-10-21 21:21

skyflyer87

Negligible volume

2020-11-23 23:09

Leong8123

Up

2021-02-15 16:08

skyflyer87

Finally woke up?

2021-02-15 16:14

Investeye

It's getting interesting with its management intention to unlock the value for counter. Just wait patiently while enjoy their consistent dividend payout which must higher than FD!

2021-03-20 14:38

Smallfry88

Generous gave out dividends, opportunity to buy for any price down!

2021-03-22 22:32

Kon Lim Chai

Next dividend announcement is due

2021-04-12 21:37

Investeye

As P&O owns 20% of Ancom + good dividend. Hopefully the share price will gradually up and up !

2021-04-19 09:24

y794519

How about this stock?

2021-07-23 23:55

Bgt 9963

Post removed.Why?

2021-07-24 10:27

Kon Lim Chai

Why P&O sold bulk of Ancom Warrant just before price doubled up? The buyer is also closely linked to Chan TS!

2021-10-14 07:11

Kon Lim Chai

For details, pls read Ancom's announcements dated 15/9 and 17/9.

2021-10-14 07:20

Hew Kiong Peng George

This Co got 19% in ancom n ancom wb, nylex.. Huge capital gain...dividend yield superb also..purely hidden gem

2021-10-25 19:54

Kon Lim Chai

2.5 sen dividend. Is this the first pleasant surprise in the so called unlock value exercise?

2021-12-11 13:43

lim1818

Commenting on other investments, he discloses that P&O also owns Silicon Markets Ltd, a company in London that provides foreign exchange trading systems that incorporate commodities, gold, silver and cryptocurrencies trading.

Another UK-based company that P&O owns is Acumentive Ltd, a real-time asset locating, tracking and management firm, which generates an annual turnover of about £300,000 (RM1.68 million).

“We now have a system that we could sell not just in the UK and Europe, but also Malaysia, Singapore and other Asian countries. We hope that within a year, Acumentive can generate a revenue of £1 million to £2 million,” he says.

P&O also owns Cross-Flow Energy Ltd, a UK-based company that provides a wind turbine integrated energy system to areas that traditionally rely heavily on small-scale diesel power generators as a green energy alternative.

Closer to the region, P&O has shares in HRBoss, a Singapore-based company that provides human resources software for recruiters, which has an annual turnover of US$5.5 million.

2021-12-25 21:18

Kon Lim Chai

A lot of hidden net worth. Major shareholders willing to share in dividend pmt. Just keep the shares patiently For dividend and possibly favourable corporate exercise.

2021-12-27 11:32

wallstreetrookie

Sure, this company is also on my radar for 2022

2021-12-27 11:40

lim1818

The Proposed Disposal is subject to the ratification by the shareholders of the
Company in a general meeting to be held within 3 months from the completion date
of the Proposed Disposal.
The major Selling Shareholders of HHPL have exercised their rights of drag-along
to compel all other minority Selling Shareholders of HHPL (including POD) to
execute and proceed to completion of the SPA scheduled on a date no later than 31
December 2021.
In this relation, the Company has proceeded with the execution of the SPA and will
proceed with the completion of the SPA scheduled on a date no later than 31
December 2021 without imposing its Shareholders’ Approval as a condition
precedent to the SPA. The Company has obtained irrevocable and unconditional
undertakings dated 1 December 2021 from its major shareholders namely Chan Thye
Seng, Mah Wing Investments Limited and Mah Wing Holdings Sdn Bhd with a
collective 59.79% equity interest in the Company to vote in favour of the Proposed
Disposal at the general meeting to be convened. The Company has also obtained the
approval of Bursa Malaysia Securities Berhad on 17 December 2021 to seek
shareholders’ ratification of the Proposed Disposal post completion of the Proposed
Disposal.

2021-12-27 20:55

lim1818

mmediate Announcement of Changes in Treasury Shares
PACIFIC & ORIENT BERHAD

Date of transaction 22 Nov 2021
Currency Malaysian Ringgit (MYR)
Type of changes Resale
Total number of treasury shares changed (units) 100
Minimum price paid for each share sold ($$) 0.935
Maximum price paid for each share sold ($$) 0.935
Total consideration received ($$) 50.07
Total number of treasury shares held after the resale or transfer 19,303,493
Adjusted issued capital after cancellation (no. of shares) (units) 287,085,333

2021-12-27 20:56

lim1818

major shareholders namely Chan Thye
Seng, Mah Wing Investments Limited and Mah Wing Holdings Sdn Bhd with a
collective 59.79% + 6.72% (treasury held shares) = 66.51%.

Easily can go for SCR to privatized P&O for a small sum from their large pile of cash holdings after disposing of Ancom and HRBoss

2021-12-27 21:02

Kon Lim Chai

Major shareholders with intention to privatise are unlikely to pay high dividend. They are more likely to hide favourable info to press down prices. But Robert K privatised Jerneh many years and offered fair deal.

2021-12-28 07:57

Kon Lim Chai

Next dividend announcement expected next week.

2022-02-11 18:39

Kon Lim Chai

another 2.5 sen dividend

2022-02-24 18:55

Kon Lim Chai

Next dividend announcement is due

2022-04-19 18:48

lim1818

Possibility another take OveR target

2022-12-29 21:18

lim1818

will P&O share similar luck akin to genting group's waterfront maimi investment??

2023-03-27 12:28

Post a Comment