SCGM BHD

KLSE (MYR): SCGM (7247)

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Last Price

0.61

Today's Change

-0.005 (0.81%)

Day's Change

0.61 - 0.625

Trading Volume

287,600

Financial

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Last 10 FY Result
AQR T4Q 31/12/23 30/04/23 31/12/22 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 CAGR
Revenue 0 0 0 91,583 0 284,696 246,503 210,483 219,569 207,417 178,785 133,505 -
PBT 7,289 7,901 7,289 316,003 0 38,022 37,127 15,880 -1,686 19,126 26,604 25,757 -15.16%
Tax -642 -854 -642 -2,481 0 -7,156 -3,526 1,397 -3,433 -2,731 -3,603 -5,563 -24.52%
NP 6,647 7,047 6,647 313,522 0 30,866 33,601 17,277 -5,119 16,395 23,001 20,194 -13.48%
-
NP to SH 6,647 7,047 6,647 313,522 0 30,866 33,601 17,277 -5,119 16,395 23,001 20,194 -13.48%
-
Tax Rate 8.81% 10.81% 8.81% 0.79% - 18.82% 9.50% -8.80% - 14.28% 13.54% 21.60% -
Total Cost -6,647 -7,047 -6,647 -221,939 0 253,830 212,902 193,206 224,688 191,022 155,784 113,311 -
-
Net Worth 11,827,096 11,827,096 11,827,096 118,906 11,162,761 207,561 189,788 170,266 156,888 167,339 160,930 105,043 85.06%
Dividend
AQR T4Q 31/12/23 30/04/23 31/12/22 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 CAGR
Div - - - - - 12,362 13,671 6,262 2,891 11,567 11,343 14,995 -
Div Payout % - - - - - 40.05% 40.69% 36.25% 0.00% 70.55% 49.32% 74.26% -
Equity
AQR T4Q 31/12/23 30/04/23 31/12/22 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 CAGR
Net Worth 11,827,096 11,827,096 11,827,096 118,906 11,162,761 207,561 189,788 170,266 156,888 167,339 160,930 105,043 85.06%
NOSH 193,599 193,599 193,599 193,599 192,561 193,599 193,599 193,599 193,599 193,599 145,200 124,962 5.87%
Ratio Analysis
AQR T4Q 31/12/23 30/04/23 31/12/22 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 CAGR
NP Margin 0.00% 0.00% 0.00% 342.34% 0.00% 10.84% 13.63% 8.21% -2.33% 7.90% 12.87% 15.13% -
ROE 0.06% 0.06% 0.06% 263.67% 0.00% 14.87% 17.70% 10.15% -3.26% 9.80% 14.29% 19.22% -
Per Share
AQR T4Q 31/12/23 30/04/23 31/12/22 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 CAGR
RPS 0.00 0.00 0.00 47.56 0.00 147.85 128.01 109.23 113.91 107.59 126.09 106.84 -
EPS 3.45 3.66 3.45 162.82 0.00 16.03 17.45 8.97 -2.66 9.07 17.12 16.16 -18.22%
DPS 0.00 0.00 0.00 0.00 0.00 6.42 7.10 3.25 1.50 6.00 8.00 12.00 -
NAPS 61.42 61.42 61.42 0.6175 57.97 1.0779 0.9856 0.8836 0.8139 0.868 1.135 0.8406 74.92%
Adjusted Per Share Value based on latest NOSH - 193,599
AQR T4Q 31/12/23 30/04/23 31/12/22 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 CAGR
RPS 0.00 0.00 0.00 47.31 0.00 147.05 127.33 108.72 113.41 107.14 92.35 68.96 -
EPS 3.43 3.64 3.43 161.94 0.00 15.94 17.36 8.92 -2.64 8.47 11.88 10.43 -13.49%
DPS 0.00 0.00 0.00 0.00 0.00 6.39 7.06 3.23 1.49 5.97 5.86 7.75 -
NAPS 61.0907 61.0907 61.0907 0.6142 57.6592 1.0721 0.9803 0.8795 0.8104 0.8644 0.8313 0.5426 85.06%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 30/04/23 31/12/22 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 CAGR
Date 29/12/23 29/12/23 29/12/23 28/04/23 30/12/22 29/04/22 30/04/21 30/04/20 30/04/19 30/04/18 28/04/17 29/04/16 -
Price 0.585 0.585 0.585 0.52 0.52 2.25 2.24 1.45 0.99 1.50 4.05 2.96 -
P/RPS 0.00 0.00 0.00 1.09 0.00 1.52 1.75 1.33 0.87 1.39 3.21 2.77 -
P/EPS 16.95 15.99 16.95 0.32 0.00 14.04 12.84 16.17 -37.28 17.64 24.97 18.32 -1.00%
EY 5.90 6.26 5.90 313.11 0.00 7.12 7.79 6.18 -2.68 5.67 4.01 5.46 1.01%
DY 0.00 0.00 0.00 0.00 0.00 2.85 3.17 2.24 1.52 4.00 1.98 4.05 -
P/NAPS 0.01 0.01 0.01 0.84 0.01 2.09 2.27 1.64 1.22 1.73 3.57 3.52 -53.42%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 30/04/23 31/12/22 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 CAGR
Date 22/02/24 22/02/24 22/02/24 30/06/23 - 29/06/22 28/06/21 29/06/20 27/06/19 02/07/18 21/06/17 23/06/16 -
Price 0.605 0.605 0.605 0.59 0.00 2.29 2.45 1.98 0.90 1.37 4.09 3.61 -
P/RPS 0.00 0.00 0.00 1.24 0.00 1.55 1.91 1.81 0.79 1.27 3.24 3.38 -
P/EPS 17.53 16.53 17.53 0.36 0.00 14.29 14.04 22.08 -33.89 16.11 25.21 22.34 -3.11%
EY 5.71 6.05 5.71 275.96 0.00 7.00 7.12 4.53 -2.95 6.21 3.97 4.48 3.21%
DY 0.00 0.00 0.00 0.00 0.00 2.80 2.90 1.64 1.67 4.38 1.96 3.32 -
P/NAPS 0.01 0.01 0.01 0.96 0.00 2.12 2.49 2.24 1.11 1.58 3.60 4.29 -54.60%

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
13 people like this. Showing 50 of 2,879 comments

wilsonkck84

Now under PN16. OMG.

2023-07-03 19:40

Yu_and_Mee

still not having new business inject?

2024-01-20 21:44

Just88

very soon

2024-01-22 16:14

Brutus

@Just88, thank you for your sharing. Seems interesting for existing holders.

2 months ago

Just88

Brutus, You are welcome. What do you think ?

2 months ago

xiaoeh

Just to follow up
any development for SCGM?

2 months ago

Just88



They are waiting for approval from the securities commission.
xiaoeh

Just to follow up
any development for SCGM?

19 minutes ago

2 months ago

xiaoeh

Thanks Just88 for your sharing

2 months ago

Just88

Huge demand for coconut in China

2 months ago

xiaoeh

Just88 bro what price will you buy?

2 months ago

Just88

Below NTA 0.62

2 months ago

Just88

In the event that nothing materialised, SCGM will distribute NTA 0.62 back to its shareholders. So, that is the safety line.

2 months ago

Just88

Alternatively, you may use the price big boss acquired from old bosses, 0.65

2 months ago

xiaoeh

thanks for sharing bro

2 months ago

Brutus

@Just88, The business looks and sounds exciting. Not sure the management team though. From plastic packaging to F+B, I will be following them thru since my holding costs is zero anyway.

2 months ago

Just88

Brutus, the F&B owners will be the new bosses of SCGM. So, no worries about managing the new businesses.

2 months ago

Just88

It will be a reverse take over. So it is a whole new company going forward. Much like a new IPO except no new share offering. I think its valuation can mirror that of Vita coco and Thai coconut Public company.

2 months ago

Brutus

@Just88, I think that was the whole idea The Lee Family keep SCGM listed. Besides cashing out via capital repayment, they also sold their shares to the new owners at a premium. Should be an exciting new beginning for SCGM (likely to be renamed) shareholders.

2 months ago

Just88

Yes, successful injection of coconut business into SCGM will be a windfall for the existing shareholders. Given the information I have, it is already at the stage of seeking SC approval. The new controlling shareholders will ensure the successful listing of their coconut business. Delisting of SCGM will results in losses to them.

2 months ago

Just88

https://www.irplus.in.th/Listed/COCOCO/en/news-set-announcement/2024/2/7169917

Thai Coconut public company earnings for Yr 2023 improves 43% over Yr 2022

2 months ago

yauyau57

if they can come out with MCT oil than it can UP UP UP!!!

1 month ago

csan

anyone knows what is the net profit of the Eramas Group? Thai Coconut Public Company should be the correct comparable and they trade at around 23-24x PE.

1 month ago

csan

Just88, any idea on Eramas' net profit?

1 month ago

Just88

All i know is the business growth is very good.

1 month ago

Just88

you should know that the latest qtr results of Thai coconut public company increased by 75%

1 month ago

Just88

The size of the worldwide Coconut market achieved USD 18510.92 Million in the year 2022. Anticipated expansion at a Compound Annual Growth Rate (CAGR) of 13.56%. The global Coconut market is projected to attain the valuation of USD 39703.85 Million throughout the forecast period.

1 month ago

Just88

SC stipulates that the applicant needs to have an uninterrupted profit of three to five full financial years, with an aggregate after-tax profit of at least RM20 million as well as an after-tax profit of at least RM6 million in the most recent financial year.

1 month ago

Just88

I expect the definite agreement to be signed soon as the proposal has to be submitted to the SC before end of June. Otherwise, the proposal needs to be recomputed base on quarterly report ended 30 June 2024.

1 month ago

Just88

Thai coconut public company was listed in Sept 2023 at 5.50 baht and the share price has already doubled.

1 month ago

xiaoeh

Dear Just88,
what price did you start buying SCGM?

1 month ago

Just88

Between 0.585 to 0.675

1 month ago

xiaoeh

thanks for your sharing Just88...
i'm very kiasi and may wait a bit lower and consider...

1 month ago

Just88

get ready for definitive agreement ..........

3 weeks ago

Hungerr

When?

3 weeks ago

Just88

Likely before end of this month

3 weeks ago

Safeld65

What kind of agreement?

3 weeks ago

Just88

Definitive agreement to acquire Eramas Global Group

3 weeks ago

terrytankh

Just88, thank you for sharing , I just bought in at 0.645 . Please update for any new information .

2 weeks ago

Safeld65

So far don't have latest news about SCGM

1 week ago

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