CB INDUSTRIAL PRODUCT HOLDING
KLSE (MYR): CBIP (7076)
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Last Price
1.33
Today's Change
-0.02 (1.48%)
Day's Change
1.32 - 1.37
Trading Volume
405,900
Financial
Market Cap
Market Cap
716 Million
NOSH
538 Million
Latest Quarter
Latest Quarter
30-Jun-2024 [#2]
Announcement Date
29-Aug-2024
Next Quarter
30-Sep-2024
Est. Ann. Date
28-Nov-2024
Est. Ann. Due Date
29-Nov-2024
QoQ | YoY
317.70% | 162.87%
T4Q Result
Revenue | NP to SH
798,144.000 | 67,511.000
RPS | P/RPS
148.29 Cent | 0.90
EPS | P/E | EY
12.54 Cent | 10.60 | 9.43%
DPS | DY | Payout %
1.74 Cent | 1.31% | 13.88%
NAPS | P/NAPS
1.56 | 0.85
QoQ | YoY
18.75% | 414.12%
NP Margin | ROE
9.41% | 8.05%
F.Y. | Ann. Date
30-Jun-2024 | 29-Aug-2024
Latest Audited Result
Latest Audited Result
31-Dec-2023
Announcement Date
30-Apr-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
30-Apr-2025
Est. Ann. Due Date
29-Jun-2025
Annual (Unaudited)
Revenue | NP to SH
847,951.000 | 65,048.000
RPS | P/RPS
157.54 Cent | 0.84
EPS | P/E | EY
12.09 Cent | 11.01 | 9.09%
DPS | DY | Payout %
4.38 Cent | 3.29% | 36.28%
NAPS | P/NAPS
1.53 | 0.87
YoY
1185.76%
NP Margin | ROE
8.47% | 7.88%
F.Y. | Ann. Date
31-Dec-2023 | 28-Feb-2024
Annualized Result
Revenue | NP to SH
687,556.000 | 42,648.000
RPS | P/RPS
127.74 Cent | 1.04
EPS | P/E | EY
7.92 Cent | 16.79 | 5.96%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
158.85% | 13.06%
NP Margin | ROE
6.80% | 5.08%
F.Y. | Ann. Date
30-Jun-2024 | 29-Aug-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% | 6 / 8 | 75.00% |
| Continuous Quarters Of Positive Profit | 4 / 4 | 100.00% | 6 / 8 | 75.00% |
| Continuous Quarters Of Profit Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Continuous Quarters Of Adjusted EPS Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Total Dividend Years | 1 / 4 | 25.00% | 3 / 8 | 38.00% |
| Continuous Quarters Of Dividend | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Dividend Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Average ROE | 2.05% | 0.69% | ||
| Average Net Profit Margin | 9.19% | 3.01% | ||
| 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 | 4 / 5 | 80.00% | 9 / 10 | 90.00% |
| Continuous Quarters Of Positive Profit | 1 / 5 | 20.00% | 1 / 10 | 10.00% |
| Continuous Quarters Of Profit Growth | 1 / 5 | 20.00% | 1 / 10 | 10.00% |
| Continuous Quarters Of Adjusted EPS Growth | 1 / 5 | 20.00% | 1 / 10 | 10.00% |
| 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 | 1 / 5 | 20.00% | 1 / 10 | 10.00% |
| Continuous Quarters Of Adjusted Dps Growth | 1 / 5 | 20.00% | 1 / 10 | 10.00% |
| Average ROE | 6.11% | 8.77% | ||
| Average Net Profit Margin | 7.74% | 11.89% | ||
Key Result
| T4Q | Annualized | Annual (Unaudited) | Last 10 FY Average | Last 5 FY Average | |
|---|---|---|---|---|---|
| Revenue | 798,144 | 687,556 | 847,951 | 619,472 | 664,756 |
| NP to SH | 67,511 | 42,648 | 65,048 | 62,619 | 47,715 |
| Dividend | 9,373 | 18,746 | 23,597 | 26,040 | 16,411 |
| Adjusted EPS | 12.54 | 7.92 | 12.09 | 11.63 | 8.87 |
| Adjusted DPS | 1.74 | 3.48 | 4.38 | 4.84 | 3.05 |
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 | -1.67% | -18.93% | -12.65% | -14.58% | -16.34% |
| NP to Owner | 317.70% | 162.87% | 13.06% | 1.94% | 199.09% |
| Dividend | 0.00% | 0.00% | -34.63% | 0.00% | 0.00% |
| Adjusted EPS | 317.70% | 162.87% | 13.06% | 1.94% | 199.09% |
| Adjusted DPS | 0.00% | 0.00% | -34.63% | 0.00% | 0.00% |
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 | -5.87% | 20.07% | 28.84% | -18.92% | 3.43% | 10.99% | -2.43% | 27.56% | 36.88% |
| NP to Owner | 3.79% | 41.49% | 7.81% | -34.44% | -10.62% | -31.89% | 1,185.76% | 36.32% | 3.88% |
| Dividend | -60.28% | -42.89% | -64.01% | -20.56% | 14.23% | -28.01% | 146.86% | 43.79% | -9.38% |
| Adjusted EPS | 3.79% | 41.49% | 7.81% | -34.44% | -10.62% | -31.89% | 1,185.76% | 36.32% | 3.88% |
| Adjusted DPS | -60.28% | -42.89% | -64.01% | -20.56% | 14.23% | -28.01% | 146.86% | 43.79% | -9.38% |
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
6 people like this. Showing 50 of 2,165 comments
"The result for the current financial period was undermined by an allowance for impairment loss on bearer plants under
dispute of RM5.7 million."
Can anyone help me to understand this more?
2021-11-25 21:37
Means if not for setting aside 5.7mil for a dispute they will potentially lose, the results would be even better
2021-11-25 21:55
Orderbook at SPV segment, on the other hand, swell to RM138m as at 30 Sep 2021 (from RM70m as at 30 Jun 2021), due to new contract secured (amounted to ~RM77m, which will be recognised over the next 2 years).
2021-11-26 10:44
how does this impact, can share your view -->
https://www.theedgemarkets.com/article/cb-industrial-disposes-stake-biodiesel-unit-resolve-management-deadlock
2021-12-09 19:51
Correctloh...if u factor in increase in cost of 10%...the production cost of CPO is Rm 2750 m/t.
Current CPO future 12 mths average ( Average from future Jan 2022 to Dec 2022) pm 4250!
U still talking about very outstanding Gross Margin of about 36% compare to usual 10% mah!
Plantation will record sky high profit going fwd loh!
Btw...usual norm of cost of production is only around Rm 2200 per tonnes!
Posted by Johnzhang > Dec 10, 2021 11:33 AM | Report Abuse
Some Investors may be concern of the labour and fertilizer cost increase on plantation company’s performance in 2022. The IBs and media are very prone to look at only one side of the equation and they seriously lack professionalism.
My view is oil palm plantation will still be laughing to the banks next year. Mind you that most big time CPO traders expect CPO to trade above $5,000 during Jan-Mac 2022 and between $4,000 to $5,000 during Apr-Dec 2022.
Cost of production (at estate level) during recent years (2017-2020) were $1,500 -$1,800 pmt CPO depending on the cost efficiency of each planter.
Average CPO price over same period (2017-2020) was about $2,490 pmt as shown in the calculation below :
2017 $2,800
2018 $2,150
2019 $2,250
2020 $2,760
-----------------
Avg $2,490
=================
Therefore, average Gross Margin in past recent years enjoyed by planters were $990 to $690 pmt CPO. (ie average CPO price $2,490 minus cost of production $1,500 to $1,800).
Due to higher labour and fertilizer costs, the cost of production is expected to increase by max. $300 pmt CPO basis. The new cost of production for 2022 shall be $1,800 -$2,100 pmt CPO.
Based on 2022's CPO price forecasted by big time CPO traders averaging $4,500 , the Gross Margin of the planters will be $2,700 to 2,400 pmt CPO.
2022's Gross Margin is 2.7 times to 3.5 times higher than the average of 2017-2020.
Just for sharing.
2021-12-10 11:48
On top of higher prices, the profile of palm are young and maturing fast too. I do expect production to increase significantly in 2022.
The disposal of GLM will allow the company to have more time & working capital to concentrate on productive areas.
The prospect of the company looks wonderful to me.
2021-12-10 13:08
Yesterday golden cross ema20/200.
Today golden cross ema50/200.
All daily emas are perfectly aligned 7/20/50/200.
I managed to buy 20k shares at 1.29 today. Hopefully this won't turn into a false signal.
2022-01-27 18:42
CBIP is testing 1.42-145 resistant
A successful breakout will bring price to 1.92-2.00 mark
2022-02-17 09:59
Pergerakan price pon cantik, market sentiment pon cantik(KLCI in bullish mode), CPO in raging bull with this scenario its pointing to one solid conclusions that palm oil company & company its related will show bullish quarterly result for first or second quarter 2022.
2022-02-17 10:05
The scenario is same like 2012,when world economy move out from Lehman Brothers Crisis, the inflation were high during decade ago, cyclical commodities like oil, gold & palm oil were rallied to all time high as World move from crisis.
I'm my humble opinion & experience, the commodity bull will stay for another 16months-24months before its subside, ride those commodities related stocks before its gone & don't buy at peak OK.
2022-02-17 10:10
Plantation stocks & it's related will create new all time high.
Same bullish commodity cylce pattern like 2012.
Ride the trend Guys,the upside is Imminent.
After this we will have cyclical consumer stocks upcycle followed by property & finance stocks.
2022-03-03 19:44
Ukrain has missed the planting season... Many countries are stock piling food commodities and control their export of commodities. Shortage in edible oil will continue towards end of the year ..
2022-04-20 22:35
28/7 share buyback 1.12-1.15.
27/7 share buyback 1.09-1.13
Ah Beng bought 21-24/7. Wa lau ... like this also can ahh?
I own a small speculative price position at 1.04. (This is not for dividend but price speculative). Will be looking to sell near the next resistance.
2023-07-30 10:49
CBIP business is strongly linked to the performance of the plantation companies. So don't look at the stock performance of the plantation companies. Rather look at the plantation companies business performance.
2023-07-30 10:57
CBIP has about 20,000 ha of planted palm oil through its associates and JV. Given the acquisition of Boustead Plantation at RM 48,000 per ha, does it mean that the market has not recognized the true value of CBIP.
2023-09-18 09:51
Adding to my watchlist. potential entry for me when there is pullback to 1.08 to 1.11 price point. Technical chart looks bullish.
2023-11-19 09:33
Result overall good better than explaination except for palmoil plantation loh!
All its business engine on loh....i m sure plantation business will also pick up mah!
2023-11-29 12:44
there are many reasons why insider sells their share but there is only one reason why they buy their share.
2024-05-24 00:34
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
necro
Get ready guys for RM5000 for FCPO
History is repeating for CBIP
RM3-RM5 is on the way up
2021-10-07 20:08