THONG GUAN INDUSTRIES BHD

KLSE (MYR): TGUAN (7034)

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Last Price

1.41

Today's Change

-0.02 (1.40%)

Day's Change

1.41 - 1.45

Trading Volume

1,063,300

Financial

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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 1,302,968 1,295,673 1,240,118 1,386,325 1,214,983 960,581 935,072 861,615 832,151 742,868 712,090 740,227 5.89%
PBT 102,090 90,345 91,402 125,789 125,233 100,158 75,930 53,646 52,182 68,144 43,172 18,819 19.18%
Tax -21,093 -20,608 -19,478 -23,593 -27,097 -19,645 -12,049 -8,343 -6,898 -10,716 -3,493 -421 53.07%
NP 80,997 69,737 71,924 102,196 98,136 80,513 63,881 45,303 45,284 57,428 39,679 18,398 16.34%
-
NP to SH 79,733 67,760 70,995 100,478 92,968 75,525 61,891 45,369 44,460 55,854 38,504 17,483 16.83%
-
Tax Rate 20.66% 22.81% 21.31% 18.76% 21.64% 19.61% 15.87% 15.55% 13.22% 15.73% 8.09% 2.24% -
Total Cost 1,221,970 1,225,936 1,168,194 1,284,129 1,116,847 880,068 871,191 816,312 786,867 685,440 672,411 721,829 5.49%
-
Net Worth 952,299 952,299 918,751 811,637 727,386 641,080 498,934 496,074 442,425 389,673 389,248 341,914 11.60%
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 13,337 21,775 16,686 23,189 21,055 24,511 14,346 10,902 10,200 12,881 9,468 7,364 9.50%
Div Payout % 16.73% 32.14% 23.50% 23.08% 22.65% 32.46% 23.18% 24.03% 22.94% 23.06% 24.59% 42.12% -
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 952,299 952,299 918,751 811,637 727,386 641,080 498,934 496,074 442,425 389,673 389,248 341,914 11.60%
NOSH 404,445 404,445 398,242 393,277 387,133 380,784 184,710 136,284 135,262 107,347 105,202 105,204 15.93%
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 6.22% 5.38% 5.80% 7.37% 8.08% 8.38% 6.83% 5.26% 5.44% 7.73% 5.57% 2.49% -
ROE 8.37% 7.12% 7.73% 12.38% 12.78% 11.78% 12.40% 9.15% 10.05% 14.33% 9.89% 5.11% -
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 325.64 323.82 315.85 358.69 317.36 254.72 586.61 632.22 652.67 692.02 676.88 703.61 -8.51%
EPS 19.93 16.93 18.08 26.00 24.28 20.03 38.83 33.29 34.87 52.03 36.60 16.62 0.93%
DPS 3.33 5.50 4.25 6.00 5.50 6.50 9.00 8.00 8.00 12.00 9.00 7.00 -5.39%
NAPS 2.38 2.38 2.34 2.10 1.90 1.70 3.13 3.64 3.47 3.63 3.70 3.25 -3.58%
Adjusted Per Share Value based on latest NOSH - 404,445
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 322.16 320.36 306.62 342.77 300.41 237.51 231.20 213.04 205.75 183.68 176.07 183.02 5.89%
EPS 19.71 16.75 17.55 24.84 22.99 18.67 15.30 11.22 10.99 13.81 9.52 4.32 16.84%
DPS 3.30 5.38 4.13 5.73 5.21 6.06 3.55 2.70 2.52 3.19 2.34 1.82 9.52%
NAPS 2.3546 2.3546 2.2716 2.0068 1.7985 1.5851 1.2336 1.2266 1.0939 0.9635 0.9624 0.8454 11.60%
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 30/09/24 30/09/24 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 1.57 1.57 1.88 2.36 2.80 2.53 3.37 2.20 4.23 4.23 3.15 1.87 -
P/RPS 0.48 0.48 0.60 0.66 0.88 0.99 0.57 0.35 0.65 0.61 0.47 0.27 9.27%
P/EPS 7.88 9.27 10.40 9.08 11.53 12.63 8.68 6.61 12.13 8.13 8.61 11.25 -0.86%
EY 12.69 10.79 9.62 11.02 8.67 7.92 11.52 15.13 8.24 12.30 11.62 8.89 0.88%
DY 2.12 3.50 2.26 2.54 1.96 2.57 2.67 3.64 1.89 2.84 2.86 3.74 -5.43%
P/NAPS 0.66 0.66 0.80 1.12 1.47 1.49 1.08 0.60 1.22 1.17 0.85 0.58 3.63%
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 20/11/24 20/11/24 28/02/24 28/02/23 28/02/22 25/02/21 26/02/20 27/02/19 27/02/18 27/02/17 25/02/16 27/02/15 -
Price 1.52 1.52 1.90 2.30 2.40 2.27 4.11 2.38 3.62 4.76 2.98 2.22 -
P/RPS 0.47 0.47 0.60 0.64 0.76 0.89 0.70 0.38 0.55 0.69 0.44 0.32 7.22%
P/EPS 7.63 8.98 10.51 8.85 9.88 11.33 10.59 7.15 10.38 9.15 8.14 13.36 -2.62%
EY 13.11 11.14 9.52 11.30 10.12 8.82 9.45 13.99 9.63 10.93 12.28 7.49 2.69%
DY 2.19 3.62 2.24 2.61 2.29 2.86 2.19 3.36 2.21 2.52 3.02 3.15 -3.71%
P/NAPS 0.64 0.64 0.81 1.10 1.26 1.34 1.31 0.65 1.04 1.31 0.81 0.68 1.96%

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 6,774 comments

newway

Thong Guan Trading (Thailand) Co Ltd — contributed around 4% to 5.24% of Thong Guan’s revenue and 3.3% to 6.7% of its net profit for the past three financial years.

1 month ago

SincereStock

Pinky, ITreeinvestor, newway true indeed.

most importantly F&B is the only promosing business left, cut loss sold all here

1 month ago

SincereStock

somemore I only buy into this company due to it's F&B business, no point to stay anymore now selfish mainholders

1 month ago

snowball2000

Not too bad, considering the fair valuation accorded...

1 month ago

SincereStock

no matter how good it is one off deal. the most you can gain is the one off special dividend, provided share price sustain / didn't adjust accordingly

1 month ago

XinXin Chan

SincereStock, are u kidding? U bought into a plastic packaging company just for its F&B business?...lol

4 weeks ago

SincereStock

@XinXin Chan no kidding, that is it's only still promising business, plastic packaging business is sunsetting if you notice it's EPS contribution is keep on declining

3 weeks ago

SincereStock

f&b is just short form btw, not actually f&b, it is actually f&b containers

3 weeks ago

sakurako

i could be wrong, but im in tguan due to its plastic business. Eco-packaging especially japanese market? hope the USD up recently will improve the profit

3 weeks ago

sakurako

sorry i do not study very details, but if tguan valued at 600m, above offer 60m is 10% of tguan, but this business is generating 5% to the group, overall i would say is fair value... but hope can be more

3 weeks ago

Titan

I think Tguan is trying to streamline its business to get a better valuation. I guess most of F&B doesn't get a higher valuation and F&B is just a small portion of it. Looking at recent development, they are trying to copy what scientex it doing. Only Scientex get a higher valuation as property sector which is about 20x. BPplas & Tguan are in the lower 10x.

3 weeks ago

Titan

Also, with trump taking office, there will be a huge shift in ESG. He care less about environmental issues. He will pump more oil and therefore the raw material will go down. Plastic consumption will go up and with the tariff impose on Mexico, brazil and china, there will be a shift of purchasing to countries and hope this will benefit Malaysia.

3 weeks ago

yfchong

Apa Macam ini boleh jadi sky is the limit in 2025?. Let's see yeah

3 weeks ago

katara

buy

3 weeks ago

PuaQW91

Thong Guan plans to pay 7 sen special dividend after RM60m F&B sale 😯

2 weeks ago

ITreeinvestor

Dispose earning business is not a good idea, this will cause earning less RM6,392,000 , around 10% of profit in future.

2 weeks ago

ITreeinvestor

(ii) Loss of potential future income from STGT Group

With the Proposed Disposal, TGIB will be disposing STGT Group and STGT Group will
cease to be subsidiaries of TGIB upon completion of the Proposed Disposal. TGIB
Group will no longer be able to recognise the share of results of STGT Group and
receive any future dividend income which may be declared and paid on the Sale Shares
by STGT.

2 weeks ago

yfchong

I have join the crowd

2 weeks ago

yfchong

Ang san let tguan be great yeah

2 weeks ago

PuaQW91

What is Ang san? 🤔

2 weeks ago

yfchong

Mr. Ang

2 weeks ago

yfchong

Let's make this is the bottom w formation.
Drive
2 bil sales order by 2027.
2 premiums forming line in luck start.(let's report 1 of the line in fine adjustment.) Start rolling out cash yeah.
How about sciencetex PE must check check yeah

2 weeks ago

ChekHupCoffee

Any bad news? Why keep dropping?

1 week ago

ITreeinvestor

selling golden goose which contribute to profit 6mil a year.

1 week ago

ITreeinvestor

and the worst part is they use the cash to pay dividend rather than expansion for their own business.

1 week ago

PuaQW91

They did expand into property business

1 week ago

jeffrey1166

cheap now

1 week ago

yfchong

relax take five,
2 bil yeah

1 week ago

gladiator

BP Plastics pay better dividend, strong support.

1 week ago

yfchong

sudah reach double bottom ?

1 week ago

Pinky

BPPLAS better, I gave up on TGUAN

1 week ago

gladiator

Tguan what happen?? Everyday drop?

1 week ago

ChekHupCoffee

Trump tariff?

1 week ago

yfchong

Double bottom fails to be created, next pitch liao

1 week ago

lloydlim

Downtrend towards 1.00? Possible?

1 week ago

Lee Ying Yee

why drop ? 1.esos not stop 2. oversea fund sell . 3.director sleeps ??

1 week ago

Titan

Like this the 7c dividend given also no use le.....give u 7c........share loose 70c.
What is Tguan management doing? Penny wise pound foolish? Maybe they are not the same company as they used to be.

1 week ago

LossAversion

@Titan, the 7c declared is "not really intended" for you....it is to satisfy those "big bugs" sitting on the board!

1 week ago

Titan

huh?...not distribute to all Tguan shareholder?

1 week ago

Lee Ying Yee

invest now??

1 week ago

xcu843

Why share price keep dropping? Share price will cause market cap to be reduced. Now already less than 600 mils. They want to separate out F&B ,about 10% of market cap, 60 mils. If share price go lower and lower by next year, F&B will cause below far away from 60 mils. Then this Ang family will buy cheaper price, less than 60mils. Maybe 50 mils only. This all control by them.

1 week ago

ITreeinvestor

This is the best strategy of how to make fortune from listing company.

Start a new business, if the business fail (like 2018 restaurant) , keep inside the company, all the share holders bite the bullet.

If the new business is growing, Ang family bought over and the money pay from them cash back from dividend.

1 week ago

PuaQW91

New low today ... Chip in a bit 🙂

1 week ago

Pinky

I've been screaming "value trap" since dunno when...

1 week ago

alan26334

it is good to split out F&B business as no room for future growth due to competitive of this business, many competitors are around now for coffee and tea.....

1 week ago

yfchong

let's see Mr. Ang can bring us to next level yeah. (Rising level lar )

1 week ago

jeffrey1166

coming can fly

1 week ago

jeffrey1166

coming can fly

1 week ago

yfchong

let's see having scout that ESOS transaction price set at RM1.68........ ini apa sebab yeah ?

1 week ago

PuaQW91

sebab they wanted to push the price up 😁

3 days ago

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