SCGM (7247) [s]

SCGM BHD Summary

1.610 ↓

-0.010 (-0.62%)

Category : Industrial Products & Services - Main Market

High	1.630
Low	1.600
Volume	54,700
Volume (B/S)	17,500 / 19,000
Price Bid/Ask	1.600 / 1.610

52w	0.760 - 1.680
ROE	-0.99
P/E	-195
EPS	-0.83
DPS	1.75
DY	1.09%

PTBV	1.91
RPS	111.32
PSR	1
Market Cap	311.7M

QoQ
RYoY

RSI(14)	Neutral 54.3
Stochastic(14)	Neutral 69.6
Average Volume	728,600
Relative Volume	0.1

30-days Price Larger Chart Technical Charting

EPS	DPS	NTA	Revenue	P/L	Q	Q Date	Financial Date	Announced	Net%	Report
2.09	1.000	0.8412	53,524k	4,034k	2	2019-10-31	2020-04-30	2019-12-09	144.3%	View
1.14	0.250	0.8228	55,661k	2,199k	1	2019-07-31	2020-04-30	2019-09-24	106.9%	View
-3.70	0.250	0.8139	50,700k	-7,139k	4	2019-04-30	2019-04-30	2019-06-27	4859.3%	View
-0.36	0.250	0.8534	55,637k	-694k	3	2019-01-31	2019-04-30	2019-03-26	112.9%	View
0.86	0.500	0.8621	57,426k	1,651k	2	2018-10-31	2019-04-30	2018-12-13	68.6%	View
0.55	0.500	0.8585	55,806k	1,063k	1	2018-07-31	2019-04-30	2018-09-20	81%	View
0.08	1.500	0.8680	48,231k	150k	4	2018-04-30	2018-04-30	2018-07-02	97%	View
2.79	1.500	0.8829	53,416k	5,397k	3	2018-01-31	2018-04-30	2018-03-13	22.7%	View
2.74	1.500	0.8749	52,106k	5,256k	2	2017-10-31	2018-04-30	2017-12-07	3.1%	View
3.85	1.500	1.1535	53,664k	5,592k	1	2017-07-31	2018-04-30	2017-09-07	1.5%	View
3.59	2.000	1.1350	52,907k	5,084k	4	2017-04-30	2017-04-30	2017-06-21	46.9%	View
5.29	2.000	0.9164	45,987k	6,980k	3	2017-01-31	2017-04-30	2017-03-15	1%	View
4.11	2.000	0.8835	42,015k	5,425k	2	2016-10-31	2017-04-30	2016-12-08	13.2%	View
4.18	2.000	0.8624	37,876k	5,512k	1	2016-07-31	2017-04-30	2016-09-02	12.8%	View
2.62	2.000	0.8406	32,487k	3,462k	4	2016-04-30	2016-04-30	2016-06-23	32.6%	View
5.51	3.000	0.8344	37,263k	7,053k	3	2016-01-31	2016-04-30	2016-03-14	83.3%	View
3.99	4.000	0.6344	34,118k	4,793k	2	2015-10-31	2016-04-30	2015-12-09	57.7%	View
6.11	5.000	0.9284	29,637k	4,886k	1	2015-07-31	2016-04-30	2015-08-18	37.9%	View
6.42	0.000	0.9230	25,869k	5,137k	4	2015-04-30	2015-04-30	2015-06-22	104.3%	View
4.81	5.000	0.9477	27,364k	3,848k	3	2015-01-31	2015-04-30	2015-03-18	17.4%	View
3.80	0.020	0.8796	26,124k	3,039k	2	2014-10-31	2015-04-30	2014-12-18	12.6%	View
4.43	0.000	0.8680	27,276k	3,543k	1	2014-07-31	2015-04-30	2014-09-12	13.3%	View
3.14	0.000	0.8678	23,785k	2,514k	4	2014-04-30	2014-04-30	2014-06-23	36.6%	View
4.10	0.000	0.8864	24,745k	3,279k	3	2014-01-31	2014-04-30	2014-03-28	137.1%	View
3.37	0.000	0.8663	26,026k	2,699k	2	2013-10-31	2014-04-30	2013-12-30	21.1%	View
3.91	0.000	0.8628	25,744k	3,127k	1	2013-07-31	2014-04-30	2013-09-26	43%	View
2.30	0.000	0.8251	22,609k	1,841k	4	2013-04-30	2013-04-30	2013-06-28	29.2%	View
1.73	0.000	0.8009	25,847k	1,383k	3	2013-01-31	2013-04-30	2013-03-29	20.7%	View
2.79	0.000	0.7836	22,893k	2,229k	2	2012-10-31	2013-04-30	2012-12-17	63.3%	View
2.73	0.000	0.7830	25,545k	2,187k	1	2012-07-31	2013-04-30	2012-09-28	31%	View
1.78	0.000	0.7930	21,986k	1,425k	4	2012-04-30	2012-04-30	2012-06-29	22.1%	View
2.18	0.000	0.7453	19,876k	1,743k	3	2012-01-31	2012-04-30	2012-03-19	0.7%	View
1.71	0.000	0.7547	18,776k	1,365k	2	2011-10-31	2012-04-30	2011-12-29	28.3%	View
2.09	0.000	0.7364	21,473k	1,670k	1	2011-07-31	2012-04-30	2011-09-28	6.8%	View
2.29	0.000	0.7242	20,509k	1,830k	4	2011-04-30	2011-04-30	2011-06-28	30.7%	View
2.20	0.000	0.7012	19,798k	1,756k	3	2011-01-31	2011-04-30	2011-03-29	34.7%	View
2.38	0.000	0.7094	17,215k	1,905k	2	2010-10-31	2011-04-30	2010-12-28	4.6%	View
1.96	0.000	0.6856	17,548k	1,564k	1	2010-07-31	2011-04-30	2010-09-28	39.5%	View
1.75	0.000	0.6717	15,217k	1,400k	4	2010-04-30	2010-04-30	2010-06-25	36.6%	View
1.63	0.000	0.6543	16,939k	1,304k	3	2010-01-31	2010-04-30	2010-03-19	292.8%	View
2.28	0.000	0.6378	17,992k	1,822k	2	2009-10-31	2010-04-30	2009-12-23	48.9%	View
3.23	0.000	0.6638	17,570k	2,584k	1	2009-07-31	2010-04-30	2009-09-18	27%	View
2.76	2.500	0.6137	13,916k	2,207k	4	2009-04-30	2009-04-30	2009-06-26	17.5%	View
0.42	0.000	0.5883	12,618k	332k	3	2009-01-31	2009-04-30	2009-03-26	66.8%	View
1.53	0.000	0.6084	16,597k	1,224k	2	2008-10-31	2009-04-30	2008-12-10	0%	View
2.54	0.000	0.5935	18,622k	2,034k	1	2008-07-31	2009-04-30	2008-09-22	0%	View
7.02	2.500	0.5809	14,721k	1,879k	4	2008-04-30	2008-04-30	2008-06-25	0%	View
9.24	0.000	0.5843	8,947k	999k	3	2008-01-31	2008-04-30	2008-03-25	0%	View

Financial Year	Revenue ('000)	Net ('000)	EPS	Report
30 Apr, 2020	109,185	6,233	3.23
30 Apr, 2019	219,569	-5,119	-2.65	View
30 Apr, 2018	207,417	16,395	9.46	View
30 Apr, 2017	178,785	23,001	17.17	View
30 Apr, 2016	133,505	20,194	18.23	View
30 Apr, 2015	106,633	15,567	19.46	View
30 Apr, 2014	100,300	11,619	14.52	View
30 Apr, 2013	96,894	7,640	9.55	View
30 Apr, 2012	82,111	6,203	7.76	View
30 Apr, 2011	75,070	7,055	8.83	View
30 Apr, 2010	67,718	7,110	8.89	View
30 Apr, 2009	61,753	5,797	7.25	View
30 Apr, 2008	23,668	2,878	16.26	View

Announced	Financial Year	Subject	EX Date	Payment Date	Amount	Indicator
09 Dec 2019	30 Apr 2020	Second Interim Dividend	23 Dec 2019	10 Jan 2020	0.0100	Currency	View
24 Sep 2019	30 Apr 2020	Interim Dividend	08 Oct 2019	23 Oct 2019	0.0025	Currency	View
27 Jun 2019	30 Apr 2019	Interim Dividend	11 Jul 2019	26 Jul 2019	0.0025	Currency	View
26 Mar 2019	30 Apr 2019	Interim Dividend	09 Apr 2019	26 Apr 2019	0.0025	Currency	View
13 Dec 2018	30 Apr 2019	Interim Dividend	27 Dec 2018	18 Jan 2019	0.0050	Currency	View
20 Sep 2018	30 Apr 2019	Interim Dividend	08 Oct 2018	25 Oct 2018	0.0050	Currency	View
22 Jun 2018	30 Apr 2018	Interim Dividend	05 Jul 2018	25 Jul 2018	0.0150	Currency	View
13 Mar 2018	30 Apr 2018	Interim Dividend	28 Mar 2018	13 Apr 2018	0.0150	Currency	View
07 Dec 2017	30 Apr 2018	Interim Dividend	20 Dec 2017	12 Jan 2018	0.0150	Currency	View
07 Sep 2017	30 Apr 2018	Interim Dividend	21 Sep 2017	13 Oct 2017	0.0150	Currency	View
21 Jun 2017	30 Apr 2017	Interim Dividend	07 Jul 2017	25 Jul 2017	0.0200	Currency	View
15 Mar 2017	30 Apr 2017	Interim Dividend	29 Mar 2017	14 Apr 2017	0.0200	Currency	View
08 Dec 2016	30 Apr 2017	Interim Dividend	22 Dec 2016	13 Jan 2017	0.0200	Currency	View
02 Sep 2016	30 Apr 2017	First Interim Dividend	20 Sep 2016	07 Oct 2016	0.0200	Currency	View
23 Jun 2016	30 Apr 2016	Interim Dividend	11 Jul 2016	27 Jul 2016	0.0200	Currency	View
14 Mar 2016	30 Apr 2016	Interim Dividend	25 Mar 2016	12 Apr 2016	0.0200	Currency	View
09 Dec 2015	30 Apr 2016	Second interim dividend	22 Dec 2015	13 Jan 2016	0.0300	Currency	View
24 Jul 2015	30 Apr 2015	Final Dividend	26 Aug 2015	18 Sep 2015	0.0400	Currency	View
17 Jun 2015	30 Apr 2016	First Interim Dividend	30 Jun 2015	15 Jul 2015	0.0500	Currency	View
18 Mar 2015	30 Apr 2015	Interim Dividend	01 Apr 2015	17 Apr 2015	0.0200	Currency	View
18 Dec 2014	30 Apr 2015	Second interim dividend	02 Jan 2015	21 Jan 2015	0.0500	Currency	View
12 Sep 2014	30 Apr 2015	First Interim Dividend	29 Sep 2014	10 Oct 2014	0.0200	Currency	View
23 Jun 2014	30 Apr 2014	First Interim Dividend	03 Jul 2014	18 Jul 2014	0.1000	Currency	View
29 Aug 2013	30 Apr 2013	First and Final Dividend	02 Oct 2013	16 Oct 2013	0.0500	Currency	View
29 Aug 2012	30 Apr 2012	First and Final Dividend	03 Oct 2012	19 Oct 2012	0.0300	Currency	View
05 Sep 2011	30 Apr 2011	First and Final Dividend	28 Sep 2011	14 Oct 2011	0.0300	Currency	View
27 Aug 2010	30 Apr 2010	First and Final Dividend	28 Sep 2010	11 Oct 2010	0.0300	Currency	View
25 Aug 2009	30 Apr 2009	First and Final Dividend	28 Sep 2009	09 Oct 2009	0.0250	Currency	View
26 Aug 2008	30 Apr 2008	First and Final Dividend	26 Sep 2008	10 Oct 2008	0.0250	RM	View

Announced	EX Date	Subject	Ratio
12 Jul 2017	25 Jul 2017	Bonus Issue	2 : 15	View
12 Jul 2017	25 Jul 2017	Bonus Issue	1 : 3	View
19 Aug 2015	01 Sep 2015	Bonus Issue	1 : 2	View

Name	Price	Change	Volume	Gearing	Premium	Premium %
SCGM-WA	0.045	0	0	35.78	2.395	148.76	View

Announced	Date Change	Type	Shares	Name
02 Jul 2019	28 Jun 2019	Acquired	116,000	DATO SRI LEE HOCK SENG
02 Jul 2019	01 Jul 2019	Acquired	34,000	DATO SRI LEE HOCK SENG
02 Jul 2019	28 Jun 2019	Acquired	95,000	DATO SRI LEE HOCK GUAN
02 Jul 2019	01 Jul 2019	Acquired	55,000	DATO SRI LEE HOCK GUAN
02 Jul 2019	28 Jun 2019	Acquired	150,000	DATO SRI LEE HOCK CHAI
02 Jul 2019	28 Jun 2019	Acquired	150,000	DATO SRI LEE HOCK CHAI
02 Jul 2019	28 Jun 2019	Acquired	116,000	DATO SRI LEE HOCK SENG
02 Jul 2019	01 Jul 2019	Acquired	34,000	DATO SRI LEE HOCK SENG
02 Jul 2019	28 Jun 2019	Acquired	95,000	DATO SRI LEE HOCK GUAN
02 Jul 2019	01 Jul 2019	Acquired	55,000	DATO SRI LEE HOCK GUAN

Recent Announcements

Export market prospects boosted by winning of two-year contract to supply Australia F&B packaging company

2019-12-12
SCGM - Notice of Book Closure

2019-12-10
OTHERS

SCGM BHD ("SCGM" or "the Company") PRESS RELEASE - Export market prospects boosted by winning of two-year contract to supply Australia F&B packaging company
2019-12-09
Second Interim Dividend

2019-12-09
Quarterly rpt on consolidated results for the financial period ended 31/10/2019

2019-12-09

Comments

Kok Zhi Hern

10 Like

SCGM公司（SCGM，7247，主板工业股）业绩持续好转，2020财政上半年（截至9月30日止）净利按年翻倍至590万令吉，占大众投行全年盈利预测的76.6%，反映增长势头良好。

原料价格下滑是致使SCGM公司业绩好转的主因，其中树脂价格年头至今下跌29%，至每公吨850美元（约3536令吉），写下10年新低纪录。

树脂占该公司生产成本60%至65%，原材料价格急剧下降，意味著公司将能够大幅度降低成本。

大众投行分析员透过公司管理层得知，该公司没有为原料安排对冲，因此可立即从原料价格下跌中受惠。

市场也普遍认为，聚乙烯（polyethylene）价格在近期内可能会再降落5%至10%。加上全球树脂厂商2015年以来扩大产能，市场将涌入额外450万公吨的供应量，预计在未来4年树脂的价格都将疲弱。

至于刚在4月末完成迁移的古来新厂，产能预计将增加64.87%，至每年6万7600公吨。

公司将把更多工序自动化，加上量产带来的利好效应，料可提高营运效率。

展望未来，该公司将专注提升国内外食品包装相关的销售，尤其是推出更多可自行溶解塑料包装产品。

此外，SCGM公司也宣布与澳洲食品包装公司，签署2年供应合约，为后者供应特别定制的餐盘和沙拉碗。

虽然并说明合约价值，不过，对公司欲达到70%产能使用率的目标有帮助。

在多项利好因素加持下，大众投行看好该公司的前景，并认为接下来可继续交出亮丽的业绩。

另一边厢，肯纳格研究分析员则认为，SCGM公司的税前盈利赚幅按年增加3.7个百分点，至10.1%，主要归因更低的原材料成本、更好的销售组合及更低的有效税率。

值得关注的是，该公司的再投资享有政府的税务补贴，使2020财政上半年的有效税率只有2.2%。

不过，分析员认为，下半年的税率应会恢复至15%的常态，肯纳格投行维持2020以及2021财政年的盈利预测。

虽然SCGM的股价自从去年8月的4年最低点，强力反弹一倍至1.56令吉，大众投行分析员认为在可继续交出强劲业绩的情况下，给予“短线买入”投资评级，并将预估本益比从18倍上调至20倍，目标价格也因而从1.05令吉上调至1.82令吉。

另一方面，鉴于SCGM公司目前的盈利好转只有2个季度，肯纳格研究分析员给予的估值相对较保守，只给“与大市同步”投资评级。

以股价对账面价值（PBV）为1.66倍推算，目标价格从1.20令吉调升至1.60令吉。