SOUTHERN CABLE GROUP BERHAD

KLSE (MYR): SCGBHD (0225)

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

Last Price

0.58

Today's Change

+0.01 (1.75%)

Day's Change

0.565 - 0.585

Trading Volume

3,262,700

Financial
Market Cap

Market Cap

465 Million

NOSH

801 Million

Latest Quarter

Latest Quarter

31-Dec-2023 [#4]

Announcement Date

27-Feb-2024

Next Quarter

31-Mar-2024

Est. Ann. Date

23-May-2024

Est. Ann. Due Date

30-May-2024

QoQ | YoY

90.39% | 172.00%

T4Q Result

Revenue | NP to SH

1,053,081.000 | 29,437.000

RPS | P/RPS

131.43 Cent | 0.44

EPS | P/E | EY

3.67 Cent | 15.79 | 6.33%

DPS | DY | Payout %

0.75 Cent | 1.29% | 20.38%

NAPS | P/NAPS

0.39 | 1.49

QoQ | YoY

36.41% | 102.39%

NP Margin | ROE

2.80% | 9.43%

F.Y. | Ann. Date

31-Dec-2023 | 27-Feb-2024

Latest Audited Result

Latest Audited Result

31-Dec-2022

Announcement Date

28-Apr-2023

Next Audited Result

31-Dec-2023

Est. Ann. Date

28-Apr-2024

Est. Ann. Due Date

28-Jun-2024

Annual (Unaudited)

Revenue | NP to SH

1,053,081.000 | 29,437.000

RPS | P/RPS

131.43 Cent | 0.44

EPS | P/E | EY

3.67 Cent | 15.79 | 6.33%

DPS | DY | Payout %

0.75 Cent | 1.29% | 20.38%

NAPS | P/NAPS

0.39 | 1.49

YoY

102.39%

NP Margin | ROE

2.80% | 9.43%

F.Y. | Ann. Date

31-Dec-2023 | 27-Feb-2024

Annualized Result

Revenue | NP to SH

1,053,081.000 | 29,437.000

RPS | P/RPS

131.43 Cent | 0.44

EPS | P/E | EY

3.67 Cent | 15.79 | 6.33%

DPS | DY | Payout %

-

NAPS | P/NAPS

-

QoQ | YoY

29.78% | 102.39%

NP Margin | ROE

2.80% | 9.43%

F.Y. | Ann. Date

31-Dec-2023 | 27-Feb-2024

Business Process

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 2 / 4 50.00% 2 / 8 25.00%
Total Positive Profit Years 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Positive Profit 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Profit Growth 4 / 4 100.00% 7 / 8 87.50%
Continuous Quarters Of Adjusted EPS Growth 4 / 4 100.00% 7 / 8 87.50%
Total Dividend Years 1 / 4 25.00% 2 / 8 25.00%
Continuous Quarters Of Dividend 1 / 4 25.00% 1 / 8 12.50%
Continuous Quarters Of Dividend Growth 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Adjusted Dps Growth 1 / 4 25.00% 1 / 8 12.50%
Average ROE 2.42% 1.85%
Average Net Profit Margin 2.72% 2.18%

Last 5 Financial Years Last 10 Financial Years
Available Years 5 Years 10 Years
Continuous Quarters Of Revenue Growth 3 / 5 60.00% 3 / 5 60.00%
Total Positive Profit Years 5 / 5 100.00% 5 / 5 100.00%
Continuous Quarters Of Positive Profit 5 / 5 100.00% 5 / 5 100.00%
Continuous Quarters Of Profit Growth 2 / 5 40.00% 2 / 5 40.00%
Continuous Quarters Of Adjusted EPS Growth 2 / 5 40.00% 2 / 5 40.00%
Total Dividend Years 4 / 5 80.00% 4 / 5 80.00%
Continuous Quarters Of Dividend 4 / 5 80.00% 4 / 5 80.00%
Continuous Quarters Of Dividend Growth 2 / 5 40.00% 2 / 5 40.00%
Continuous Quarters Of Adjusted Dps Growth 2 / 5 40.00% 2 / 5 40.00%
Average ROE 8.53% 8.53%
Average Net Profit Margin 2.85% 2.85%
Key Result

T4Q Annualized Annual (Unaudited) Last 10 FY Average Last 5 FY Average
Revenue 1,053,081 1,053,081 1,053,081 761,662 761,662
NP to SH 29,437 29,437 29,437 20,944 20,944
Dividend 6,000 6,000 6,000 2,624 2,624
Adjusted EPS 3.67 3.67 3.67 2.62 2.62
Adjusted DPS 0.75 0.75 0.75 0.33 0.33

NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share

All figures in '000 unless specified.

EPS & DPS's figures in Cent.

Growth

LQ QoQ LQ YoY CQ YoY LQ vs Average of T4Q LQ vs Average of T8Q
Revenue 11.98% 28.71% 20.23% 16.44% 27.14%
NP to Owner 90.39% 172.00% 102.39% 68.84% 126.00%
Dividend 0.00% 167.87% 167.87% 300.00% 482.53%
Adjusted EPS 90.39% 172.00% 102.39% 68.84% 126.00%
Adjusted DPS 0.00% 167.87% 167.87% 300.00% 482.53%

LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year

T4Q vs LFY T4Q vs AL5FY T4Q vs AL10FY AQR vs LFY AQR vs AL5FY AQR vs AL10FY LFY YoY LFY vs AL5FY LFY vs AL10FY
Revenue 0.00% 38.26% 38.26% 0.00% 38.26% 38.26% 20.23% 38.26% 38.26%
NP to Owner 0.00% 40.55% 40.55% 0.00% 40.55% 40.55% 102.39% 40.55% 40.55%
Dividend 0.00% 128.67% 128.67% 0.00% 128.67% 128.67% 167.87% 128.67% 128.67%
Adjusted EPS 0.00% 40.55% 40.55% 0.00% 40.55% 40.55% 102.39% 40.55% 40.55%
Adjusted DPS 0.00% 128.67% 128.67% 0.00% 128.67% 128.67% 167.87% 128.67% 128.67%

T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year

Discussions
3 people like this. Showing 50 of 1,128 comments

Peace99

Hope Trade808 can revisit his posting of 28/12/2023. Since then it has gone from 41.5 to 47.5 or 6/41.5=14.5%. Looks like crossing 50 is not so far ahead..... Have been holding for few years!

2 months ago

SmallSexyPig

I think 2024 EoY SCGBHD will be around 0.53 to 0.57 depending on how the market wakes up to it

2 months ago

Lai Peng Chin

Wonder why so many sellers at 0.485 and 0.49. Do they think that the company is not as profitable as Mtec or they just want to suppress the price and quietly collecting themselves.

1 month ago

SmallSexyPig

think a lot of people have held this stock since it was 0.5+ and probably just cutting loss at a reasonable level

1 month ago

SmallSexyPig

Wow. Exceeded my wildest predictions and expectations.

1 month ago

xiaoeh

Qrt result out
good result
good move

1 month ago

TiffanixLVxHermes

highest QR since IPO
expect higher revenue from high capex in utilities sector
enter @ 0.49
TP: 0.55
😎

1 month ago

xiaoeh

buy on news
sell on facts

1 month ago

SmallSexyPig

always amen

1 month ago

TiffanixLVxHermes

go go go!

1 month ago

TiffanixLVxHermes

be patience
oldman stock need more times to warm up the engine before it goes further 😎

1 month ago

Kaizenzon

Let's see today...

1 month ago

TiffanixLVxHermes

promising movement today
top up some today
TP:0.55

1 month ago

multi-bagger

I think its good that the management focus on the business aspects of the co, instead of focusing too much on the share price

1 month ago

xiaoeh

just notice the chart is forming a big U
now waiting for the handle

just guessing
maybe wrong instead...

1 month ago

Hair123

Share price shows what the market thinks about the management.

1 month ago

multi-bagger

then by the looks of it, the market thinks quite highly of the management!

1 month ago

Hair123

Operationally, the management has been absolutely brilliant. Their track record is second to none. On every valuation metrics, its market cap should have been way ahead of its peer, not behind it.

1 month ago

Kaizenzon

The peer is falling like crazy because overbought recently. Slow and steady win the race

1 month ago

Kaizenzon

I think they know, just want to suppress it for cheaper ticket

1 month ago

wine1234

The company should get rid of their entire IR people. Obviously no engagement with fund managers and analysts. Buta gaji.

1 month ago

TiffanixLVxHermes

be patience
😎
obviously fun managers are busy with other counters such as MTEC
good fundamental companies
wait for it TURN 😁

1 month ago

sriweld

Wire maker Mtec smaller sales, smaller profits already 2.5x market value of this heavy voltage old man.
Stop sleeping. Start performing. Have some pride.

1 month ago

multi-bagger

ya'll should go read some warren buffett, especially his quote about share market being a voting machine in the short term and weighing machine in the long term

1 month ago

investor13

new project datacenter and new solar project should need to using lot of cable for infrastructure, why no boss goreng.

1 month ago

xiaoeh

cup and handle in the making...

1 month ago

investor2021trading

bullish next week!

1 month ago

SmallSexyPig

news coming?

3 weeks ago

investor2021trading

Making further inroad into overseas market. SCGBHD will focus on growing its export sales by tapping into oversea markets such as Myanmar, Cambodia, Vietnam and US. In particular, the Myanmar market is set to grow over the next 10 years, supported by the Myanmar National Electrification Project. Separately, SCGBHD is in the midst of penetrating US market via its in-house developed XHHW-2 industrial cables, which command a better margin. We gather that SCGBHD will deliver the trial orders to US-based customer in the coming months and is optimistic to secure the distributorship agreement afterward.

3 weeks ago

TiffanixLVxHermes

top up a few
no news mean good news
continue uptrend
slow and steady

3 weeks ago

xiaoeh

sold mine
will definitely buy back later

3 weeks ago

TiffanixLVxHermes

the coming challenges will be how the management to control the increasing of cable cost
experts have forecasted that material cost will be rising throughout 2024

i have no doubt with the revenue as the demand is rigid
can the profit sustainable?

yet set TP for this counter
😅

2 weeks ago

TiffanixLVxHermes

0.585 profit taking TP😎

2 weeks ago

xiaoeh

wah...
sell too early
congrats to all still holding it!!

2 weeks ago

john2633

Aminvest research give target RM0.60 to RM0.65 refer to stock on radar above on 2 April

2 weeks ago

multi-bagger

fundamentally this counter is a gem, should hold on tight

2 weeks ago

wine1234

Sell high, buy back higher. Better just sit tight and use Mtec valuation as a guide.

2 weeks ago

TiffanixLVxHermes

my own valuation is 0.585 max before next QTR
due to its low dividend yield
i do not keen to hold long

2 weeks ago

multi-bagger

I think more important is that the earnings growth is still strong, which also translates into increasing dividends. This year's dividend more than doubled last years, so you can do your own calculation as to how much the dividend will be in a few years time

2 weeks ago

investor2021trading

RHB Investment Bank Research said with an unyielding need for power and cables, SCGBHD has emerged as a thriving player in this evergreen market, poised for continuous expansion. It said Malaysia's ambitious goal of achieving net zero emissions by 2050 — including higher uptake of renewable energy (RE) sources and the enhancing of the country’s grid — is expected to be a catalyst for the group’s earnings growth. SCG’s orderbook from TNB alone worth more than RM1 billion, provides earnings visibility for the next three years.

2 weeks ago

Kaizenzon

engine baru panas

2 weeks ago

ktrader

Anak nampak cergas...raring to fly bila2 masa shaja

2 weeks ago

omega008

Curious to know which is the better play : southern cable or MTEC if anyone has inputs

2 weeks ago

xiejh2

registered supplier to SESB

2 weeks ago

Kaizenzon

MTEC flew already, give chance to SCGbhd

2 weeks ago

investor2021trading

buying opportunity!

1 week ago

TiffanixLVxHermes

cleared & took profit @ 0.56
conserve cash for the coming better bargains

1 week ago

investor2021trading

KOTA KINABALU, April 17 — Private businesses in Sabah’s industrial parks will be able to set up their own power generation facilities, said Sabah Chief Minister Datuk Seri Hajiji Noor. The Cabinet has agreed to give special permission to investors operating in industrial parks in the state to set up power generation facilities. The Cabinet has also decided to allow shophouses, buildings and residential premises to install solar power systems without seeking approval from Sabah Electricity Sdn Bhd (SESB).

6 days ago

wine1234

A company with a billion rm sales, yet no analyst coverage. Just technical charts. The IR people are sleeping.

4 days ago

Post a Comment