TONG HERR RESOURCES BHD

KLSE (MYR): TONGHER (5010)

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Last Price

2.35

Today's Change

-0.01 (0.42%)

Day's Change

2.35 - 2.35

Trading Volume

47,100

Meeting


Ann. Date Date Time Type Venue View
Discussions
7 people like this. Showing 50 of 663 comments

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

2011 to 2020

Price in 2011 RM 1.90 per share
Price today RM 2.97 per share
Total Dividends distributed from 2011 to 2020 = RM 1.10


(1) Over the last 10 years, your investment of RM 1.90 has grown to RM 4.07 (RM 2.97 + RM 1.10), giving a CAGR of 7.92%.

(2) If you assume its price today is still at 1.90 per share (i.e. no capital appreciation), your investment of RM 1.90 in 2011 would have grown to RM 3.00 (RM 1.90 + RM 1.10), giving a CAGR of 4.67%.


Over the last 10 years, its highest price was in Jan 2018 at RM 4.06 per share and its lowest price was in Jan 2020 at RM1.49.

2021-09-10 17:47

stockraider

Put it this way loh...what will be the CAGR ? if u have bought Tongher

1.This year at Rm 2.10
2. Last year at Rm Rm 1.65

Surely...in investment u must only buy when there are big opportunity when price are reasonably attractive base on margin of safety mah!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Sep 10, 2021 5:47 PM | Report Abuse

2011 to 2020

Price in 2011 RM 1.90 per share
Price today RM 2.97 per share
Total Dividends distributed from 2011 to 2020 = RM 1.10


(1) Over the last 10 years, your investment of RM 1.90 has grown to RM 4.07 (RM 2.97 + RM 1.10), giving a CAGR of 7.92%.

(2) If you assume its price today is still at 1.90 per share (i.e. no capital appreciation), your investment of RM 1.90 in 2011 would have grown to RM 3.00 (RM 1.90 + RM 1.10), giving a CAGR of 4.67%.


Over the last 10 years, its highest price was in Jan 2018 at RM 4.06 per share and its lowest price was in Jan 2020 at RM1.49.

2021-09-11 09:28

yangxi

collect now !.. below RM3 still worth ..

2021-09-22 19:08

Go lucky Happy

This counter is a reverse counter. It will not break the $3 mark.

2021-10-13 14:52

Peace99

Dividend coming soon?

2021-10-22 11:46

Peace99

Already collected 20sen dividend this year, another 5sen coming, never regretted though bought at its high, haha

2021-10-22 11:56

UnicornP

Demand to gradually improve in coming months.

2021-12-06 10:10

cheahsk

there is very little float and that is why no trading volume. Buy and keep for dividend and if it continues to make profit maybe cash repayment?

2021-12-25 17:44

thesteward

Tongher aluminium related ?
Eps so high above 30
Pe below 10
Fasteners right industry at this time
Can’t believe this stock still below rm3.50

2022-02-10 12:16

thesteward

If can break 3.10 got likelihood spike high monitor closely

2022-02-16 10:43

thesteward

Hopefully can goto at least 3.50

2022-02-17 08:55

thesteward

Like can spike soon

2022-02-22 08:27

thesteward

Look at aluminum prices

2022-02-22 08:27

thesteward

Not many retailers realised yet . Guess will only realised when n if price spike

2022-02-22 10:44

4086

if chinwell can do it. tongherr can do it as well

2022-02-24 09:26

donald770

With its high dividend ( about 11 percent), give it 8 percent dividend valuation, it is worth about 4 to 5 ringgit.

2022-02-26 17:17

lizarazu

tongher is next pmbtech

2022-03-18 21:44

moneySIFU

Another good dividend stocks with consistent Nickel price up trending, it will only benefit Tongher in short & mid term

2022-04-05 16:15

moneySIFU

Management has been actively and work tireless to build up its inventory level, giving the fact that Nickel has increased more than 50% compared to the closing price @ 31/12/2021

Tongher has positioned itself very well

2022-04-05 16:20

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Tongher is well managed and profitable. It delivers dividends regularly and due to its low share prices (most of the time), the dividend yields are quite high (6% - 8%).

It is a cyclical stock. Those who bought this stock when its price was at a cyclical low should enjoy very good reward. This coincides with period when the EPS is low, the PE is obviously high and DY is high, compared to its historical trends. Those who bought when the price was at its cyclical high would have great difficulty recovering their losses or will take a long term to break even, even with the regular dividends received.

2022-04-07 17:47

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Underweight cyclicals, overweight defensives.

2022-04-07 23:17

stockraider

My view is totally different from 3iii here loh!

Is tongher overvalue at this price leh ??

Look at financial facts mah!

Share price Rm 3.15!

Dividend 20 sen!

Eps Rm 0.41 !

Nta Rm 3.25 per share.

Balance sheet & cashflow rock solid with net cash & good positive cashflow!

The management of excellent have good track record mah!

Consider good investment loh...!
U want to buy at Rm 2.00 like 3iii suggested ah ??

Go day dreaming loh!

2022-04-09 10:59

moneySIFU

Next near term target = RM3.50

RM4.00 is not impossible

2022-04-21 13:31

auditorandconsultant

这个Tongher 会不会越来越好呢?

下个月5月31号,ex date for dividend 说真的15分钱非常大方了啊

会不会同时也提早declared interim dividend for FY2022呢

期待奇迹再现。蔡氏家族不错的哦

2022-04-26 16:27

Dakewlest

Good result. Why no interim dividend like last year?

2022-05-27 18:31

stockraider

Opportunity to buy mah!

2022-05-28 11:03

4086

woooo got 15 sen dividend again. hopefully break previous high RM 4

2022-05-29 18:30

MG9231

that is final dividend of 2021 but declare in this 1st Q of 2022

2022-05-29 18:36

Dakewlest

Apa sudah jadi?

2022-06-07 23:41

snowball2000

What's wrong with TONGHER? Why sudden big decline?

2022-07-27 10:48

snowball2000

Very small volume though...

2022-07-27 11:13

Dakewlest

No dividend announced. Apa sudah jadi?

2022-08-29 17:26

Kensington

Based on the Co's Dividend History, Tongher would likely announce an interim dividend for FY2022 in November 2022 and a final for FY2022 in March/April 2023.
Judging on the excellent results reported in the first 2 quarters of FY2022, I think the Co could reward the shareholders with higher dividends than the 5sen/15sen for FY2021.

2022-10-28 16:06

donald770

Up for treating. Positive qr

2022-11-30 04:53

donald770

Up for treating.

2022-11-30 04:54

donald770

All factors taken into consideration,it is in worth investing.

2022-11-30 04:56

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Open
3.03
High
3.07
Low
3.03
Mkt cap
483.31M
P/E ratio
5.10
Div yield
4.95%
52-wk high
3.27
52-wk low
2.77

2023-01-06 11:42

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Security LastPr PE DY% Divcts ROE ttm-marg
TONGHER (Metals) 3.08 5.87 6.5 20 14.29 8.3

2023-03-30 16:36

NatsukoMishima

NP keeps dropping , share price dividen will also tumble !

2023-09-08 10:29

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

How do you invest in Tongher?

From 2009 to 2023
Tongher's earnings were cyclical.
During this period, its EPS peaked in 2010, 2014, 2017/18 and 2022.
Its PE similarly showed cyclical pattern: lower PEs in 2011, 2013/14, 2017and 2021.

During this period, its earnings were lowest in 2009, 2012, 2015 and 2019.
Its PE was highest in 2009, 2012, 2015 and 2019.

From 2009 to 2022 (14 years),
its cumulative total EPS was 334.08 sen or averaging 23.9 sen per year
its cumulative distributed EPS was 205 sen or averaging 14.6 sen per year.
Its DPO ratio = 61.4%.


The price chart of Tongher during this period is also very interesting and characteristically cylical. The price chart followed the cyclical pattern of the EPS chart (price was high when EPS was high), and the pattern exhibited the opposite of the PE chart (price was high and PE correspondingly was low).

2023-09-09 13:15

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

From 2009 to 2023, its price was highest of 4.48 per share in 2017 and lowest of 1.23 per share in 2020.

At average dividend of 14.6 sen per year, the high DY was 11.9% (assuming you bought the share at the lowest price of RM 1.23 per share) and the low DY was 3.36% (assuming you bought at the highest price of RM 4.48 per share)

How to time your buying and selling of Tongher, a cyclical stock?

2023-09-09 13:31

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Tongher continues to deliver good dividends yearly. To profit from investing in this stock, just do not buy when it was obviously high priced (corresponding to time of high EPS and low PE ratio)

2023-09-09 13:34

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

High PEs of Tongher
2009 34.7x
2012 34.7x
2015 64.07x
2019 34.67x


Low PEs of Tongher
2011 6.03x
2013/14 6.09x
2017 5.17x
2021/22 5.08x

2023-09-09 13:43

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

TONGHER Financial Information

Market Capital (RM) : 409.32m
EPS (cent) : 24.95
Number of Share : 157.43m
P/E Ratio : 10.42
ROE : 6.95%
Dividend (cent) : 20.000 ^
Dividend Yield : 7.69%
NTA (RM) : 3.590
P/B Ratio : 0.72

2023-09-09 13:47

NatsukoMishima

This stock will drop back to rm 1.70 suppporting level next year ! Copy down n mind my words !

2023-09-22 13:03

Stead

Agree with you about RM1.70.

2023-12-06 19:51

Jnlee

2.380no one interested?

2024-01-10 13:29

NatsukoMishima

All insider resign run already , the worst is yet to come !

2 months ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Tongher is well managed and profitable. It delivers dividends regularly and due to its low share prices (most of the time), the dividend yields are quite high (6% - 8%).

It is a cyclical stock. Those who bought this stock when its price was at a cyclical low should enjoy very good reward. This coincides with period when the EPS is low, the PE is obviously high and DY is high, compared to its historical trends. Those who bought when the price was at its cyclical high would have great difficulty recovering their losses or will take a long term to break even, even with the regular dividends received.

2022-04-07 17:47


The above was what I posted 2 years ago. The statement remains true. Keep it simple. Keep it safe.

1 month ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

28.2.2024

TONGHER Financial Information

Revenue (TTM) ... Net Profit (TTM) ... Net Margin (TTM)
598.03M ... 6.42M ... 1.10%

EPS (TTM) ... P/E Ratio ...ROE
4.08 ... 58.58 ... 1.13%

P/B Ratio ... NTA
0.66 ... 3.61

5y CAGR - Revenue .... 5y CAGR - Profit
2.50% .... -

Dividend (cent) .... Dividend Yield ....PRICE
20.000 ^ .... 8.37% .... 2.39

1 month ago

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