THONG GUAN INDUSTRIES BHD

KLSE (MYR): TGUAN (7034)

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Last Price

2.04

Today's Change

+0.04 (2.00%)

Day's Change

1.99 - 2.05

Trading Volume

1,060,300

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 1,240,118 1,240,118 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 91,402 91,402 91,402 125,789 125,233 100,158 75,930 53,646 52,182 68,144 43,172 18,819 19.18%
Tax -19,478 -19,478 -19,478 -23,593 -27,097 -19,645 -12,049 -8,343 -6,898 -10,716 -3,493 -421 53.07%
NP 71,924 71,924 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 70,995 70,995 70,995 100,478 92,968 75,525 61,891 45,369 44,460 55,854 38,504 17,483 16.83%
-
Tax Rate 21.31% 21.31% 21.31% 18.76% 21.64% 19.61% 15.87% 15.55% 13.22% 15.73% 8.09% 2.24% -
Total Cost 1,168,194 1,168,194 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 918,751 918,751 918,751 811,637 727,386 641,080 498,934 496,074 442,425 389,673 389,248 341,914 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 16,686 16,669 16,686 23,189 21,055 24,511 14,346 10,902 10,200 12,881 9,468 7,364 9.50%
Div Payout % 23.50% 23.48% 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 918,751 918,751 918,751 811,637 727,386 641,080 498,934 496,074 442,425 389,673 389,248 341,914 11.60%
NOSH 398,242 398,242 398,242 393,277 387,133 380,784 184,710 136,284 135,262 107,347 105,202 105,204 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 5.80% 5.80% 5.80% 7.37% 8.08% 8.38% 6.83% 5.26% 5.44% 7.73% 5.57% 2.49% -
ROE 7.73% 7.73% 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 315.85 315.85 315.85 358.69 317.36 254.72 586.61 632.22 652.67 692.02 676.88 703.61 -8.51%
EPS 18.08 18.08 18.08 26.00 24.28 20.03 38.83 33.29 34.87 52.03 36.60 16.62 0.93%
DPS 4.25 4.25 4.25 6.00 5.50 6.50 9.00 8.00 8.00 12.00 9.00 7.00 -5.39%
NAPS 2.34 2.34 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 - 398,242
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 308.02 308.02 308.02 344.34 301.78 238.59 232.26 214.01 206.69 184.52 176.87 183.86 5.89%
EPS 17.63 17.63 17.63 24.96 23.09 18.76 15.37 11.27 11.04 13.87 9.56 4.34 16.84%
DPS 4.14 4.14 4.14 5.76 5.23 6.09 3.56 2.71 2.53 3.20 2.35 1.83 9.48%
NAPS 2.282 2.282 2.282 2.016 1.8067 1.5923 1.2393 1.2322 1.0989 0.9679 0.9668 0.8493 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 29/12/23 29/12/23 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 1.88 1.88 1.88 2.36 2.80 2.53 3.37 2.20 4.23 4.23 3.15 1.87 -
P/RPS 0.60 0.60 0.60 0.66 0.88 0.99 0.57 0.35 0.65 0.61 0.47 0.27 9.27%
P/EPS 10.40 10.40 10.40 9.08 11.53 12.63 8.68 6.61 12.13 8.13 8.61 11.25 -0.86%
EY 9.62 9.62 9.62 11.02 8.67 7.92 11.52 15.13 8.24 12.30 11.62 8.89 0.88%
DY 2.26 2.26 2.26 2.54 1.96 2.57 2.67 3.64 1.89 2.84 2.86 3.74 -5.43%
P/NAPS 0.80 0.80 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 28/02/24 28/02/24 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 1.90 1.90 1.90 2.30 2.40 2.27 4.11 2.38 3.62 4.76 2.98 2.22 -
P/RPS 0.60 0.60 0.60 0.64 0.76 0.89 0.70 0.38 0.55 0.69 0.44 0.32 7.22%
P/EPS 10.51 10.51 10.51 8.85 9.88 11.33 10.59 7.15 10.38 9.15 8.14 13.36 -2.62%
EY 9.52 9.52 9.52 11.30 10.12 8.82 9.45 13.99 9.63 10.93 12.28 7.49 2.69%
DY 2.24 2.24 2.24 2.61 2.29 2.86 2.19 3.36 2.21 2.52 3.02 3.15 -3.71%
P/NAPS 0.81 0.81 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 6,590 comments

xcu843

Report out today? Anyone know?

2023-11-23 15:17

kimpeng

no dividend?

2023-11-23 21:10

Pinky

2 consecutive quarters no dividend

Lousy share price movement

Buy for what? Sell la!

2023-11-24 11:32

vic3ai

请问这句“Lower ASP is in line with the
comparatively lower raw material prices.”是什么意思？

2023-11-24 16:47

ykloh

I take it to mean "lower ASP is due to lower raw material cost"

2023-11-24 23:17

Pinky

Kenanga keep lowering TP hahaha

Kena game dah

2023-11-28 11:33

PuaQW91

Plastic price was dropping

https://www.bpf.co.uk/plastipedia/polymer_prices/price-reports-october-2023.aspx

2023-12-01 10:07

vic3ai

为什么lower material cost会造成ASP的价钱更低呢？
lower material cost不是会赚更多钱吗？

2023-12-05 09:51

snowball2000

when plastic resin price is dropping, customers will also ask for lower selling price.... The hazard of commodity business.... ;(

2023-12-05 12:41

PuaQW91

High finance cost and admin cost dragged down its earnings..

2023-12-11 12:17

xcu843

I think it will give one time dividend per year like last time.

2023-12-12 10:41

ykloh

Paying 1 sen or thereabout per quarter is a waste of time. Paying dividend twice a year is about right.

2023-12-12 20:31

WANXKP

During the current quarter, the Company issued 3,044,800 new ordinary shares at exercise price of RM1.13 pursuant to
the Employee Share Option Scheme ("ESOS")

wanna to ask an opinion. read it in qr report. BOD give so much lower than market price ESOS for themselves and employees, mostly themselves get the biggest cake from it. then exercise it and dispose it in market to press down the price. it's some normal practice? considering to buy this stock, but 3m new shares in esos, mean still have a lot for director to dispose.

2023-12-13 17:45

snowball2000

https://www.thestar.com.my/business/business-news/2023/12/25/thong-guans-production-lines-to-start-in-january

2023-12-26 12:59

flyhub888

i am back accumulating some.. hopefully gain some in 2024..

2023-12-28 23:36

lloydlim

Time to accumulate!

2024-01-06 11:29

Phoebe

Woohooo!!....back to RM2.

2024-01-11 09:34

Phoebe

If can break 2.05, there might be an uptrend......

2024-01-11 15:54

lloydlim

Buying interests increasing now!

2024-01-11 16:10

flyhub888

naiseee.. steady

2024-01-12 20:45

flyhub888

ouuu down to below rm2 again. ouchh

2024-01-19 00:01

lloydlim

Time to accumulate!

2024-01-19 10:37

PuaQW91

Look forward Tguan to declare dividend when its q4 is out

2024-01-22 19:06

PuaQW91

wow... Don't know it will affect Malaysian plastic packaging industry

https://interplasinsights.com/plastics-industry-news/plastics-policy-and-regulation-news/anti-plastic-rhetoric-could-pose%C2%A0threat-to-plastic-packaging/

2 months ago

kokchengkai

Bpplas QR sudah cantik ,Tguan higher chance achieve QR cantik too .not 100% sure but higher chance la to earn sum duit kopi

1 month ago

EatCoconutCanWin

Good result 👏

1 month ago

curiousq

Good ah? good yr coconut brain lah

1 month ago

Pinky

Hahahahaha masuk longkang punya results

1 month ago

flyhub888

aiyo worst qr ever. baru 8 million profit. tsk tsk tsk

1 month ago

ming

One off impairment loss 10m + forex loss 3m..

If Exclude these, revenue & core profit are roughly flat compare Q-Q / Y-Y.

1 month ago

xcu843

If exclude impairment loss and forex loss, profit will be around 22 mil.

1 month ago

gohkimhock

forex gain you want to include. Forex loss you don't want to include. You bought some business assets and you expect can be sold back in 10 years time with the same amount you had bought earlier. Under generally accepted accounting principles (GAAP) assets considered impaired must be recognized as a loss on an income statement.

1 month ago

EatCoconutCanWin

i thinking of average , what tp?

1 month ago

snowball2000

1.50???

1 month ago

EatCoconutCanWin

up back , nothing to worried ya

1 month ago

flyhub888

wait lo sure will up back just time consuming

1 month ago

Pinky

VALUE TRAP

1 month ago

Phoebe

There is a RM10m impairment on trade receivables in
4QFY23 came from the sales of resin to a local customer. While
TGUAN had collected part of the amount, the payment for the
balance would not be immediate and as such its auditors believed
it would only be prudent to make an impairment on the entire
outstanding amount.

1 month ago

jeffrey1166

coming can fly back i keep buying

1 month ago

jeffrey1166

cheap price now

1 month ago

jeffrey1166

scm no issue for tguan earning

1 month ago

Maxpowar

@SCM you mistaken TGUAN for GuanChong hahaha! TGUAN is a plastic and tea/noodles manufacturing company la aduhhh hahaha

1 month ago

EngineeringProfit

Hahaha....go GCB

1 month ago

jeffrey1166

coming will fly

1 month ago

stainlyho37

GCB..MSC....look at Tguan now.....!!

4 days ago

jeffrey1166

keep buying

3 days ago

Phoebe

In the QR report already say upcoming Quarter will be better. Scientex also cited the same for their packaging business in their QR report.

2 days ago

jeffrey1166

keep buying

1 day ago

jeffrey1166

tp can set 2.4

1 day ago

katara

https://www.klsescreener.com/v2/news/view/1314741

1 day ago

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