SAMCHEM HOLDINGS BERHAD
KLSE (MYR): SAMCHEM (5147)
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Last Price
0.60
Today's Change
0.00 (0.00%)
Day's Change
0.60 - 0.605
Trading Volume
86,400
Financial
Market Cap
Market Cap
326 Million
NOSH
544 Million
Latest Quarter
Latest Quarter
31-Dec-2023 [#4]
Announcement Date
23-Feb-2024
Next Quarter
31-Mar-2024
Est. Ann. Date
15-May-2024
Est. Ann. Due Date
30-May-2024
QoQ | YoY
21.91% | 586.10%
T4Q Result
Revenue | NP to SH
1,162,465.000 | 30,777.000
RPS | P/RPS
213.69 Cent | 0.28
EPS | P/E | EY
5.66 Cent | 10.61 | 9.43%
DPS | DY | Payout %
2.40 Cent | 4.00% | 42.42%
NAPS | P/NAPS
0.53 | 1.13
QoQ | YoY
68.24% | -27.0%
NP Margin | ROE
3.04% | 10.67%
F.Y. | Ann. Date
31-Dec-2023 | 23-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
1,162,467.000 | 30,777.000
RPS | P/RPS
213.69 Cent | 0.28
EPS | P/E | EY
5.66 Cent | 10.61 | 9.43%
DPS | DY | Payout %
2.40 Cent | 4.00% | 42.42%
NAPS | P/NAPS
0.53 | 1.13
YoY
-27.0%
NP Margin | ROE
3.04% | 10.67%
F.Y. | Ann. Date
31-Dec-2023 | 23-Feb-2024
Annualized Result
Revenue | NP to SH
1,162,467.000 | 30,777.000
RPS | P/RPS
213.69 Cent | 0.28
EPS | P/E | EY
5.66 Cent | 10.61 | 9.43%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
13.02% | -27.0%
NP Margin | ROE
3.04% | 10.67%
F.Y. | Ann. Date
31-Dec-2023 | 23-Feb-2024
Business Process
| Trailing 4 Quarters | Trailing 8 Quarters | |||
|---|---|---|---|---|
| Available Quarters | 4 Quarters | 8 Quarters | ||
| Continuous Quarters Of Revenue Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Total Positive Profit Years | 4 / 4 | 100.00% | 7 / 8 | 87.50% |
| Continuous Quarters Of Positive Profit | 4 / 4 | 100.00% | 4 / 8 | 50.00% |
| Continuous Quarters Of Profit Growth | 2 / 4 | 50.00% | 2 / 8 | 25.00% |
| Continuous Quarters Of Adjusted EPS Growth | 2 / 4 | 50.00% | 2 / 8 | 25.00% |
| Total Dividend Years | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Dividend | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Dividend Growth | 2 / 4 | 50.00% | 2 / 8 | 25.00% |
| Continuous Quarters Of Adjusted Dps Growth | 2 / 4 | 50.00% | 2 / 8 | 25.00% |
| Average ROE | 2.73% | 3.32% | ||
| Average Net Profit Margin | 3.00% | 3.04% | ||
| Last 5 Financial Years | Last 10 Financial Years | |||
|---|---|---|---|---|
| Available Years | 5 Years | 10 Years | ||
| Continuous Quarters Of Revenue Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Positive Profit Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Positive Profit | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Profit Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted EPS Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Dividend Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Dividend | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Dividend Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Average ROE | 18.80% | 15.11% | ||
| Average Net Profit Margin | 3.97% | 2.96% | ||
Key Result
| T4Q | Annualized | Annual (Unaudited) | Last 10 FY Average | Last 5 FY Average | |
|---|---|---|---|---|---|
| Revenue | 1,162,465 | 1,162,467 | 1,162,467 | 996,438 | 1,199,989 |
| NP to SH | 30,777 | 30,777 | 30,777 | 28,107 | 42,415 |
| Dividend | 13,056 | 13,056 | 13,056 | 10,100 | 15,449 |
| Adjusted EPS | 5.66 | 5.66 | 5.66 | 5.17 | 7.80 |
| Adjusted DPS | 2.40 | 2.40 | 2.40 | 1.86 | 2.84 |
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 | -4.41% | 12.81% | -12.06% | 6.09% | -0.72% |
| NP to Owner | 21.91% | 586.10% | -27.00% | 34.57% | 13.56% |
| Dividend | 33.33% | 33.33% | -25.00% | 33.33% | 14.29% |
| Adjusted EPS | 21.79% | 587.18% | -26.97% | 34.51% | 13.43% |
| Adjusted DPS | 33.33% | 33.33% | -25.00% | 33.33% | 14.29% |
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% | -3.13% | 16.66% | 0.00% | -3.13% | 16.66% | -12.06% | -3.13% | 16.66% |
| NP to Owner | 0.00% | -27.44% | 9.50% | 0.00% | -27.44% | 9.50% | -27.00% | -27.44% | 9.50% |
| Dividend | 0.00% | -15.49% | 29.26% | 0.00% | -15.49% | 29.26% | -25.00% | -15.49% | 29.26% |
| Adjusted EPS | 0.00% | -27.40% | 9.55% | 0.00% | -27.40% | 9.55% | -26.97% | -27.40% | 9.55% |
| Adjusted DPS | 0.00% | -15.49% | 29.26% | 0.00% | -15.49% | 29.26% | -25.00% | -15.49% | 29.26% |
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
2 people like this. Showing 50 of 1,575 comments
They are middle man so it depends how much supplier charge them then they will pass to the customer (believe a portion of it). so it will more or less affect their margin
2022-06-01 18:40
Samchem is the Maybank of SEA countries in the Lubircant/oil distribution with major presence in Malaysia, Vietnam, Indonesia and Singapore
With ROE 30% and PER at 5x this is very rare opportunity to accumulate at such low price.
Mr Market is caught irrational in selling down shares.
Disclosure: I am not paid or represent any company. Thus, you are advised to research before buying the shares.
I am long on SAMCHEM and may purchase more in next 72 hours
2022-07-09 00:56
Operating earnings of Samchem was encouraging but the USD and VND borrowings may eroded the earnings in coming QR
2022-07-17 22:52
VND borrowings are repaid from revenue in Vietnam if I am not mistaken. It is the USD exchange rate has increased roughly 5% against the ringgit, this is a bit to worry about.
2022-07-17 23:21
SAMCHEM records earnings in Ringgit (RM). This means any overseas earnings on back of weaker RM translates to stronger Profits after tax.
This is tailwind to business. Think of you receiving income from Viet Dong which is at 2 year high against RM
Stocks with ROE at 29% is highly attractive with dividends at 5.8% with current shares at 78sen is rare opportunity.
Disclosure: I am long on SAMCHEM
2022-07-26 03:34
Latest Q2 report - high short term borrowing at Rm257.9 million n low cash flow. Why current borrowing so high?
2022-07-28 19:09
Current borrowing is high possibly due to payments made for the additional inventories, I guess.
2022-07-28 21:16
Samchem was recognized by The Edge Malaysia Centurion Club Awards 2022 yesterday, at a ceremony graced by the Minister of Finance, as the best overall performer among companies listed on Bursa of less than RM1 billion capitalization and named Centurion of the Year!
2022-09-20 15:50
Ancomny better since they have suitable products for the paraquet ban in thailand and brazil. High barrier to entry whats not to like
2023-02-15 19:12
"Samchem was recognized by The Edge Malaysia Centurion Club Awards 2022"
??? What a lousy company also can get award?
2023-02-27 11:32
@bluetulip
Doesn't speak well for the awarding agency hahaha. Then of course there are the shorties. At this price, v good opportunity to pick up some shares. Still decent company with regular dividend payout.
2023-02-27 11:55
chemical price seems at the bottom now, good price to accumulate i guess. Unfortunately for me staying at the high floor
2023-03-01 10:10
Share price makin lama, makin turun
company turned to profit, share price also can keep dropping hit year low.... haizdropping
2023-06-05 16:55
chemical counter start moving recently, any expert here can comment about the business?
2023-12-26 15:30
Looking at the whole year profit, significant contribution by gain on disposal of PPE, reversal of inventories impairment and forex gain. Still to be seen on the business improvement.
1 month ago
Looking at the whole year profit, significant contribution by gain on disposal of PPE, reversal of inventories impairment and forex gain. Still to be seen on the business improvement.
1 month ago
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All_in_2021
how low can it goes..
2022-05-09 15:22