CAPE EMS BERHAD

KLSE (MYR): CEB (5311)

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Last Price

0.90

Today's Change

-0.01 (1.10%)

Day's Change

0.89 - 0.91

Trading Volume

2,228,400

Overview

Market Cap

893 Million

NOSH

992 Million

Avg Volume (4 weeks)

2,754,294

4 Weeks Range

0.885 - 0.955

4 Weeks Price Volatility (%)

21.43%

52 Weeks Range

0.86 - 1.54

52 Weeks Price Volatility (%)

5.88%

Previous Close

0.91

Open

0.91

Bid

0.90 x 9,300

Ask

0.905 x 110,000

Day's Range

0.89 - 0.91

Trading Volume

2,228,400

Financial Highlight

Latest Quarter | Ann. Date

31-Dec-2023 [#4] | 26-Feb-2024

Next QR | Est. Ann. Date

31-Mar-2024 | 24-May-2024

T4Q P/E | EY

20.12 | 4.97%

T4Q DY | Payout %

1.71% | 34.32%

T4Q NAPS | P/NAPS

0.46 | 1.96

T4Q NP Margin | ROE

8.17% | 9.73%

Market Buzz
Company Profile

Sector: INDUSTRIAL PRODUCTS & SERVICES

Sector: INDUSTRIAL PRODUCTS & SERVICES

Subsector: DIVERSIFIED INDUSTRIALS

Subsector: DIVERSIFIED INDUSTRIALS

Description:

Cape EMS Bhd is an investment holding company. The Company is engaged in providing electronics manufacturing services (EMS). Its segments include EMS and other related supporting goods and services and Die casting and machining. The Company is also engaged in the supply of electronic products and related activities through its subsidiaries. It offers EMS for complete box build products for the industrial and consumer electronic products. Its industrial electronic products include wireless communication equipment, including point-to-point/point-to-multiple-point antenna devices, interface and gateway devices, and microwave antenna devices; smart utility data collection equipment, including gateway devices, repeaters, remote readers, and transceivers, as well as temperature monitoring device; light-emitting diode (LED) lighting products, digital vending machines and portable printer power desks. Its consumer electronic products include household appliances and electronic cigarettes.

Discussions
Be the first to like this. Showing 50 of 283 comments

nelsonlim

yaozaaaaaa

2023-04-19 11:39

cksi3

why up?

2023-04-19 12:13

troy88

Starting to show it's potential..

2023-04-19 12:23

donnybelowski

Give chance to take profits from first day ipo purchases.

2023-04-20 02:20

marcosl

Thanks for this interesting information!

2023-04-20 07:48

SourDosey

Mr Yau was disposing...seems like can wait for this Cape to become cheaper then collect

2023-04-20 15:10

marcosl

it staff augmentation services article - https://mlsdev.com/services/it-staff-augmentation

2023-04-29 03:44

Tibbers

1.50 :)

2023-06-13 10:33

G-boy

obviously just break the support 1.19. good luck to you guys.

2023-07-29 14:50

xiaohe128

drop to ipo price

2023-08-01 22:59

Edwardong53

False break on 1 Sept and today candle (Black) longer than previous white candle on 1 Sept........ does not look good

2023-09-04 15:47

SourDosey

Wait it at Rm1.10 and grab...

2023-09-05 14:40

keng88

Is it possible? I think the dealer is ready to start pushing it.

2023-09-05 17:39

SourDosey

No idea, dude. Just wanna buy cheap 😁

2023-09-07 10:59

HuatAh8809

Beware of this scam stock.. The foundee wan to cash out already

2023-09-12 21:39

Waller

Oh really?

2023-09-13 15:48

Waller

https://theedgemalaysia.com/node/682976

Cape EMS Bhd is buying US-based electronic manufacturing services (EMS) player iConn Inc for US$16.5 million (RM76.6 million) in a bid to strengthen the group’s offerings and presence in the world's largest economy.

2023-09-19 14:27

TerrenceLim

Some funds are dumping down... Be careful

2023-09-22 07:12

Waller

As long as they are not from institutional funds, then it's fine I guess

2023-09-22 12:18

fortunefire

waiting

2023-11-15 15:29

papakuching

Expecting a technical retracement. Uptrend now RM1.02

2 months ago

Waller

Director came out buying in. Another rally is coming

2 months ago

fruitcake

who recommended this stock?😁

1 month ago

MrFox

fruitcake

1 month ago

fruitcake

now everyone holding it is CBB

1 month ago

nicky

what happened .. QR gg

1 month ago

8dragon

Tomorrow LD....

1 month ago

fruitcake

HALO, WHO RECOMMENDED THIS STOCK? please step forward. d.a.m.n.i.t 😂🤣

1 month ago

EatCoconutCanWin

Buy in 0.92

1 month ago

8dragon

Why no LD....?

1 month ago

papakuching

Bought some at RM0.90 IPO price.

1 month ago

8dragon

Will drop down below 0.80 ....same level as SKPRES

1 month ago

aspenvit

Revenue improved significantly.

1 month ago

aspenvit

CAPE 4Q23 briefing keytakes (Zoom)

Date: 27 Feb 2024

Management: Christina Tee (CEO), Kelvin Tan (CFO) and team

2023 financials overview

- 2023 revenue +24% driven by wireless equipment and CE E-Cigg alongside new contribution from thermal devices. PAT +32% on favourable product mix. 4Q revenue +25% but PAT -38% due to underprovision of tax in previous quarters + additional operating cost related to die casting and new EV business.
- Normalised PAT at RM57.8m after adjusting for IPO expenses RM4m, RM2m acquisition cost of iConn, and sales and lease back arrangement. Previously guided RM59m which included this RM7m of sales & leaseback arrangement, but now they did not proceed on this.
- Revenue breakdown: 65% on industrial produce, CE at 32%, 3% from die casting. US 66%, Asia at 33%, EUR 2%.
- Financial positions: RM170m of cash, 0.4x gearing ratio.
- Orderbook of RM218m (RM33m from CE and RM185m from Industrial products)
- Utilisation of proceeds: RM125m - the balance of unutilised proceeds

Production capacity

- 3 factories (Senai, Tebrau and Kempas 6)
- Relocation cost Temenggung to Tebrau
- 433k sqft now, on 34 EMS lines, and 770+ workers
- Tebrau (100.6k sqft) for aluminium die, 10 new alu die cast and machinery purchase are in progress
- Senai 226 (166.9k sqft), to house finished goods
- Warehouse automated storage facilities

Business updates

- Mimosa – completed acquisition of Mimosa from Jio platforms. Penetrated into new market via this acquisition. Ex-India all by CAPE now, in India, 25% by Cape.
- NextCentury (smart utility data collection) – penetrated into Australia market. Mexico in process to be certified.
- Customer A – after acquisition, more opportunity here
- K&Q (household applicances – vacuum) – anticipating an uptick in demand. Besides US, it is into Turkey now
- New customer C – Leader in EV charging device and station. US based founded in 2007.
- New customer S – packaging tracking vehicle – UK based providing tracking system for reusable packaging. Market segment from retail, post and parcel and logisitic companies
- New customer M – amphibious craft of vehicle, based in NZ. Specialising in designing and manufacturing amphibious boats equipped with retractable, motorised wheels. Partnering with SEA CM to supply new contracts in at least next 5 years.
- Into medical, sport equipment, EV charging systems as well
- Vectrix mobility - 60% stake owned by by APE, Vectrix owns 40% - batt pack production will be ready by 2Q24. High flexibility of assembling modules up to 3k WH, in the voltage range from 7V to 150V. UK, EUR, JPN, SG and MY distribution ship partner has been identified. Current order on hand is at 1200 units, will be suppling directly from Taiwan maker. All batt pack will be self-supply by CAPE.


Q&A

- Customer A – additional 80% more capacity; device and pod will be the driver. 2023 revenue contribution was RM160m. Wanted to limit exposure from here, as in not >25%.
- 2024: targeting minimally 30% revenue growth. Targeting NPM of 8-10%. Batt Pack manufacturing, K&Q, EV charger see good growth.
- Customer T – radioactive tracking + chambers (consumable).
- iConn – <USD30m orders by CAPE.
- Vectrix – Yan Loong? CM from Taiwan
- 3 new customers C, S and M on NPI now, and not part of the revenue growth target for 2024.
- Jio reliance orders on cable –access points – 2 components whereby CAPE supplied 2m parts (30k per month).
- Costs – some can be passed on

Thanks

From UOBKH’s DC

1 month ago

aspenvit

"For CEB, its order book remains strong at Rm217m and Revenue indeed up by 8% QoQ so I believe the drop in PAT is one off event."

1 month ago

aspenvit

"Btw for CEB my view is can consider holding it for another quarter because:
1. MD/Group CEO has bought 2m shares via open market during 27-28/2.
2. Chartwise the next support is 0.88.
3. Management provided the below guidances for FY2024 ie at least 30% growth in revenue and profit margin after tax ard 8-10%. So profit before tax of 60-70m for FY2024 is within reach.
4. They have engaged tax consultant to look into their tax reporting process. 🙏🙏"

1 month ago

papakuching

Today heading North. Will not sell until above RM1

1 month ago

limitup4u

Should have good chance in coming back

1 month ago

limitup4u

get ready for the take off

1 month ago

Michael Kwok

Cape ems 90 cents
Resistance 92 cents
Possible will be in 70 cents range.if resistance cant break in before 19 march end.
15/3/24 10.18am

4 weeks ago

limitup4u

Seems like very hard to break 0.9.. Zzzz

4 weeks ago

papakuching

Bought some at 0.90 today and expect to make some money for beer

3 weeks ago

limitup4u

Here it come

3 weeks ago

LimitUp

CEB going to shoot.....

3 weeks ago

8dragon

CEB is likely to move up to 1.10 level, this is a bargain price to collect.

3 weeks ago

limitup4u

Director also start buying in. 👍🏻👍🏻

3 weeks ago

BursaKakis

Cape EMS working to regain investor confidence
https://theedgemalaysia.com/node/704942

2 weeks ago

limitup4u

why she sounds like the next qr is bad and ask us to hold it long term.

2 weeks ago

8dragon

I'm quite persimistic the capability of a woman CEO in running a EMS company....

1 week ago

limitup4u

Well, guess we can only hope for the best

5 days ago

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