AVALAND BERHAD
KLSE (MYR): AVALAND (5182)
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
0.27
Today's Change
0.00 (0.00%)
Day's Change
0.00 - 0.00
Trading Volume
0
Financial
Market Cap
393 Million
NOSH
1,457 Million
Latest Quarter
30-Jun-2023 [#2]
Announcement Date
23-Aug-2023
Next Quarter
30-Sep-2023
Est. Ann. Date
23-Nov-2023
Est. Ann. Due Date
29-Nov-2023
QoQ | YoY
8,073.53% | 365.05%
Revenue | NP to SH
323,226.000 | 33,599.000
RPS | P/RPS
22.18 Cent | 1.22
EPS | P/E | EY
2.31 Cent | 11.71 | 8.54%
DPS | DY | Payout %
0.00 Cent | 0.00% | 0.00%
NAPS | P/NAPS
0.60 | 0.45
QoQ | YoY
83.71% | 232.92%
NP Margin | ROE
9.58% | 3.82%
F.Y. | Ann. Date
30-Jun-2023 | 23-Aug-2023
Latest Audited Result
31-Dec-2022
Announcement Date
27-Apr-2023
Next Audited Result
31-Dec-2023
Est. Ann. Date
27-Apr-2024
Est. Ann. Due Date
28-Jun-2024
Revenue | NP to SH
224,920.000 | 7,143.000
RPS | P/RPS
15.44 Cent | 1.75
EPS | P/E | EY
0.49 Cent | 55.07 | 1.82%
DPS | DY | Payout %
0.00 Cent | 0.00% | 0.00%
NAPS | P/NAPS
0.60 | 0.45
YoY
178.94%
NP Margin | ROE
0.24% | 0.82%
F.Y. | Ann. Date
31-Dec-2022 | 22-Feb-2023
Revenue | NP to SH
380,850.000 | 22,504.000
RPS | P/RPS
26.14 Cent | 1.03
EPS | P/E | EY
1.54 Cent | 17.48 | 5.72%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
4036.76% | 174.01%
NP Margin | ROE
5.91% | 2.56%
F.Y. | Ann. Date
30-Jun-2023 | 23-Aug-2023
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
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
3 people like this. Showing 50 of 2,941 comments
let's see if it can be supported at around 18 to 20 cent for these next 2 to 8 weeks, and we'll have AR released then that'll offer more visibility/aid in our decision making.
2023-03-09 10:10
Post qr results update
EPS suffered due to ~4m higher than average direct & admin fees.
However, unbilled sales is at 790 million as of 31st Match.
This amount of unbilled sales is higher than Lagenda Property for comparison.
As all of MCTs projects is entering billable stages, it's possible for their upcoming quarterly revenue recognition to be at 100m, with 33% of gross margin. 33m gross profit.
Deducting 17m in direct operating expenses, 16m profit before tax and 12m profit after tax is possible.
Entering oversold territory, comparing against other property counters, MCT have much more in terms of earning visibility, net asset per shares but is trading at much lower share price.
2023-05-30 18:58
Avaland's Latest unbilled sales now at 850 mil...By year end should reach 950 mil as new launching is gearing up... Reiterate Buy with TP of 0.30 for the near term...
2 months ago
Yes nemesis, unbilled sales is actually good, the foundation is there already, now just need to see their execution/progress billing.
For avaland share price to meaningfully move,
1) Revenue between 90 to 120m per quarter,
2) Gross margin between 33 to 38%
3) Keeping direct operating expenses to 16 - 17m
This will result in 12 to 21m net profit per quarter.
+- 1,2m forex gain/losses.
Seems like Avaland have improved in terms of the PR as well, start to see more engagement via newspapers(The Edge), winning property awards, PR release as well in addition to just announcing the QR results.
Wait for quarter result now. Last two rounds before good and bad QR announcement, share price already moved, current uptrend may indicate good qr is expected from other investors
2 months ago
With 1 billion of unbilled sales by year end, we are looking at estimate 3-4•5 sen EPS barring unforeseen risks, that should bring us to at least 0.35-0.40 share price...At 0.195 it is still deeply undervalued
2 months ago
Property stocks are having a mini bull run now as big boys like Mahsing and Ecoworld all moving up...Avaland is the cheapest reputable developer currently ready to ramp up launches...I m confident Avaland can strike 1.5 bil unbilled sales in 2 yrs time...With that we are looking at a share price of at least 0.50 with estimate EPS of 4-5 Sen per share...
1 month ago
U must know who is the Taiko behind...it is AYALA LAND the largest property conglomerate in Philippines...One thing for sure, Ayala will surely lift up Avaland to boost up status and confidence among investors...it is the brand name that matters...
1 month ago
Buy buy buy Avaland is Comingggggg.... Property stocks are rising back...All that have risen shall fall, and the fallen shall rise again!
1 month ago
So far the most undervalued property counter among the high end developers...Earnings are expected to rise supported by near term unbilled sales of close to 1 billion...Reiterate BUY with TP of 0.30
1 month ago
Calling all comrades to acquire Avaland now before it skyrockets to 0.30 soon...at current level it is deeply undervalued with nearly 1 billion unbilled sales providing earning visibility 4 the next 3 yrs to come
1 month ago
I think we were too far ahead of the curve back then, when no one notices the share, and it was sold so cheaply at 13, 14 cents.
Anyway, now it's about the project execution and costs, and how much realized EPS.
For June 23 QR,
0.65 to 0.8 cent EPS is most likely
0.8+ EPS maybe possible
However, the best part will actually only happen in September QR results, where all their projects will enter the prime of their progress billing cycle simultaneously.
For next quarter I'm projecting EPS of
0.9 to 1 cent as most likely
1 to 1.2 cent as probable
After which, EPS should stabilized around 1 to 1.2 cent per next 2,3 quarters, (depending on how is the new launches sales)
If it goes well, we'll have 3 quarters of continuous QoQ revenue and net profit increases, which is where the share price can potentially touch 40 cents.
Again, I'm talking about the longer game, via fundamentals the above is a possible scenario, short term wise, harder to predict what can happen in between.
1 month ago
I m attracted to its parent company Ayala Land which is the largest developer in the Philippine...MCT used to be trading above 1.00 few years back...If they can achieve back 5-10 Sen EPS I m sure this undervalued gem can reach back 1.00 again in the future...it makes sense to acquire now while it is undervalued
1 month ago
FYI, Aya land recent QR pretty strong, tats why Aya land rebounded strongly from 23 to today 30, most likely going to break this year high 33.45
1 month ago
Ayala Land is ramping up Avaland...steady buying support FM parent company ...0.30 is confirmed soon
1 month ago
Buy buy buy last call last call before you are left behind...Boat gonna depart soon...U LEFT BEHIND, U ARE ON UR OWN!
1 month ago
Avaland and Mkland are the two rising star in Bursa now...the two most undervalued property stocks
1 month ago
Datukship a must 4 M
Kwok - a genius of 'sell cal' ; many /predictions had failed!
1 month ago
TP is 0.30 by next week...there wil be no profit taking but straight uptrend to 0.30...So please make up your mind
1 month ago
Aug Bull Penny Stocks - BRIGHT (PARKSON, PUNCAK & HPPHB) read inside why all having similarities!
https://klse.i3investor.com/web/blog/detail/2023bullrunyear/2023-08-20-story-h-242757922-Aug_Bull_Penny_Stocks_BRIGHT_PARKSON_PUNCAK_HPPHB_read_inside_why_all_h
1 month ago
Why buy counters that is under coverage by sharks??? Isn't that more profitable to buy counters that no one is talking about...These analysts recommend you to buy cos they are the great seller to you at high price..."What the wise does in the beginning, the fool does in the END!!!
1 month ago
So far no Analysts have begin coverage on Avaland, NOT YET!!!...So pls buy before great sharks swimming in...Dun worry Ayala Land provides strong financial support to Avaland which is why I look high on Avaland...the next great high end developer to emerge... Reiterate BUY with TP of 0.50
1 month ago
Get ready All comrades as today is a BIG Day for Avaland...price Wil Skyrocket to the sky!!!
1 month ago
forming new support at 24, 23.5
Still have a lot of shareholders who able to buy at 13 to 20 cents exiting I guess.
Fundamentally, it's looking good and certainly the next Q result should be better, but we do have a lot of traders that is able to unload in between. May take few days to break 24 and form a new average shareholder price of 24 cent to support new uptrend.
1 month ago
Ambush ambush 0.30 is next...1.2 bil new launching to be executed for the remaining year 2023...
4 weeks ago
Ayala Land is the largest property developer in the Philippines...Don Play Play...Every project is executed to the finest detail...Ayala Land will surely transform Avaland to be one of the best Top 10 developers in Msia...It is a matter of time...Few years back MCT used to be traded at 1.00-1.50 during its heydays...So at 0.250 it is still trading at huge discount to its future glory...
4 weeks ago
Yorrr Buy 0.30 is coming...Property stocks heated up for big rally driven by the Revival of Forest City...
3 weeks ago
For Avaland, the remaining launches like Alora Residences, Amika Residences, Aetas Taman Desa and Aetas Seputeh KL and Anja Residences Bangi should lift up Avaland's unbilled sales to at least 1.8 bil unbilled sales into next year providing explosive growth and high EPS ahead...Avaland aka MCT should return to its former glory...
3 weeks ago
0.265 already...moving steadily to test 0.30 resistance level by next week...Avaland has innovative products and design to offer to house buyers I believe all their launching will sell like hot cake and position its brand standing tall with the Big Boys like Mahsing, LBS and Ecoworld as its major shareholder is AYALA Land, a property conglomerate giant in the Philippines...Reiterate BUY with fair value of 0.50
3 weeks ago
This 5 billion crown of the jewel flagship project as known as 2fifth Avenue by Avaland is the greatest catalyst to position Avaland to the forefront of Property landmark in USJ setting Avaland to explosive growth in the near term...Alora Residences is the first phase of 2fifth Avenue that should sell like hot cake to the serious buyers...There is exciting future charted for Avaland from Ayala Land to position it as the next prominent developer in Msia supported by its innovative products...Reiterate BUY!!!
3 weeks ago
Total unbilled sales should reach estimate 1.3 bil for 2023 financial year end supported by strong take up rate of Alora Residences and coming Amika Residences...these properties are located in sought after location in Subang Jaya...Avaland is set to propel to explosive growth driven by its good management and exciting products...
1 week ago
Property stocks are gaining strength gradually...Soon all will be lifted high as construction and property sector Revitalised riding on HSR development...As for Avaland, it is ramping up aggressive new launches that should increase its total unbilled sales to all time high...
1 week ago
Post a Comment
Featured Posts
MQ Trader
Apps
Top Articles
1
2
4
save malaysia!
5
6
BFM Podcast
7
8
BFM Podcast
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
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....
Val-Elta
Wasn't expecting the buying volume suddenly.
It's a bit hard to estimate the fair value at this moment for MCT, especially since
1) the company just started to turnaround (from a profitability/EPS perspective, if based on yearly EPS of 4 cents, PE 10 worth 40 cents)
2) Fundamental change, historical prices of 10, 12, 14 cents is now totally invalid as a reference, due to change from loss making to profit making
3) if based on NAPS, of course, it's ~60 cents
4) Today's OPR result may be supportive of Property counters if rate maintained.
5) 720m unbilled sales at Dec 2022 is a record 4 years high? You will need to go back to AR 2018, for unbilled sales of 814m
6) Overall, the property index is also running up, maybe there's a wider property sector interest too
I think just based on the above which is fact, TP of even 30 cents is reasonable for the next 3 to 6 months. In this period, a few events will add further support to the 30 cents+ TP, Casa Embun and Alora sales/reception, progress billing for current projects etc.
For the immediate 1 week to 2 months, a lot will depend on the new buyers now, do they stay for a longer period or they are happy to take small profit, or worst, cut loss.
2023-03-09 09:50