THONG GUAN INDUSTRIES BHD

KLSE (MYR): TGUAN (7034)

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Last Price

1.44

Today's Change

-0.02 (1.37%)

Day's Change

1.44 - 1.46

Trading Volume

95,800

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 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 6,803 comments

yfchong

sudah reach double bottom ?

1 month ago

Pinky

BPPLAS better, I gave up on TGUAN

1 month ago

gladiator

Tguan what happen?? Everyday drop?

1 month ago

ChekHupCoffee

Trump tariff?

1 month ago

yfchong

Double bottom fails to be created, next pitch liao

1 month ago

lloydlim

Downtrend towards 1.00? Possible?

1 month ago

Lee Ying Yee

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

1 month 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 month ago

LossAversion

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

1 month ago

Titan

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

1 month ago

Lee Ying Yee

invest now??

1 month 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 month 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 month ago

PuaQW91

New low today ... Chip in a bit 🙂

1 month ago

Pinky

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

1 month 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 month ago

yfchong

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

1 month ago

jeffrey1166

coming can fly

1 month ago

jeffrey1166

coming can fly

1 month ago

yfchong

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

1 month ago

PuaQW91

sebab they wanted to push the price up 😁

1 month ago

xcu843

Ha…ha…ha, super lousy company drop to 1.39. This is profitable company but share price hit super low. What wrong with this company?

4 weeks ago

ITreeinvestor

future earning will drop due to dispose earning business

4 weeks ago

xcu843

Ya. F&B is about 10% revenue overall but share price already drop since 2 nearly 30%. Look like over react.

4 weeks ago

Maxpowar

The share price never recovered since 5th August when the drop wasn’t even related to the company..

4 weeks ago

xcu843

I remember that time got one fund(Prudential PLC) keep on sell its shares until 15 oct. After that then follow by disposal of f&b news to press down share price again. I think this was what Ang family wanted to achieve.

4 weeks ago

Maxpowar

In all honesty the management can’t do much in terms of their share price direction. If they did that would manipulation and liable for legal consequences. They technically can share buy back, but that might not be the best decision at this moment. There’s only so much minor shareholders can do, either hold or sell.

4 weeks ago

ITreeinvestor

Beside disposing earning business, higher minimum wages and proposed EPF contribution for foreign workers also will impact coming quarters earning as Tguan is heavily rely on foreign workers

4 weeks ago

Maxpowar

Tguan foreigner workers take up approx 5-10% of workforce only

4 weeks ago

Maxpowar

All their workers pay grade are above min wage, so it’ll not affect them.

4 weeks ago

jeffrey1166

so far ok

4 weeks ago

yfchong

Now all the concepts & strategies already factored-in .. let keep the ball rolling yeah

3 weeks ago

Phoebe

https://www.thestar.com.my/business/business-news/2024/12/26/tnb-announces-14-hike-in-base-electricity-tariff-from-2025-2027

3 weeks ago

PuaQW91

Dnt worry, heard that Tguan had installed solar panel in their factories

3 weeks ago

yfchong

2025 TGuan will bring what kind of +vibes ?

2 weeks ago

PuaQW91

Change name to Thong Thong Chiang? 😁😁

2 weeks ago

curiousq

mr Ang thong thong chiang?

2 weeks ago

yfchong

Let's huat together

2 weeks ago

PuaQW91

Hard to huat here at this moment ,,,

1 week ago

Activetrader

May i know what's the myanmar new production factory status?

1 week ago

ITreeinvestor

MYanmar another bad business decision for Tguan management.

according to management in 2023
The Group is keen to invest in Myanmar in view of many advantages such as
availability of low-cost labour, very competitive prices and tax incentives. However, military coup had affected inflow of investments in Myanmar and slowed down the whole process for the Group as well. Management is keeping a ‘wait and see’ position and would monitor the situation closely before making the next move.

1 week ago

jeffrey1166

keep buying

1 week ago

mf

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1 week ago

PuaQW91

There are a lot of 'zhu zai' in Myanmar ... extremely hard to get prosper if expand there

1 week ago

Pinky

Kenanga punya TP... 😂🤣

5 days ago

PuaQW91

Seriously? RM2,58 ??
https://klse.i3investor.com/web/pricetarget/research/74171

5 days ago

xcu843

I think something wrong with Kenanga analysts and already always set target price so high. The beautiful point here is the price will go reverse ( drop more) after this news out.

5 days ago

curiousq

Toxic chinaman cons investors

5 days ago

PuaQW91

They are too rush pushing Tguan...

4 days ago

alan26334

selling much below NTA 2.38 and business keep intact. Dividend also consistent. Really undervalue stock and just a matter of times to shoot up.

3 days ago

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