| Boustead | ||||||
| Year | DPS | EPS | Retained EPS | |||
| 2002 | 3.2 | 11.1 | 7.9 | |||
| 2003 | 3.7 | 16.7 | 13 | |||
| 2004 | 8 | 22 | 14 | |||
| 2005 | 9.3 | 14.4 | 5.1 | |||
| 2006 | 9.3 | 7.8 | -1.5 | |||
| 2007 | 10.9 | 49.1 | 38.2 | |||
| 2008 | 18 | 59.7 | 41.7 | |||
| 2009 | 18.2 | 26.7 | 8.5 | |||
| 2010 | 20.8 | 38.3 | 17.5 | |||
| 2011 | 35.9 | 34.2 | -1.7 | |||
| Total | 137.3 | 280 | 142.7 | |||
| 2002-2011 | ||||||
| EPS increase (sen) | 23.1 | |||||
| DPO | 49% | |||||
| Return on retained earnings | 16% | |||||
| (Figures are in sens) | ||||||
Showing posts with label BOUSTEAD. Show all posts
Showing posts with label BOUSTEAD. Show all posts
Thursday, 30 August 2012
Boustead - Return on Retained Earnings
Friday, 22 June 2012
Investor's Checklist: Energy
The profitability of the energy sector is highly dependent on commodity prices. Commodity prices are cyclical, as are the sector's profits. It's better to buy when prices are at a cyclical low than when they're high and hitting the headlines.
Even though the sector is largely cyclical, many energy companies keep their bottom lines black during the troughs. Look for this characteristic in your energy investments.
OPEC is a highly beneficial force in the energy sector because it keeps commodity prices above its costs. It is worth keeping tabs on the cartel's strength.
Because of OPEC, we view exploration and production as a much more attractive area than refining and marketing.
Working in a commodity market, economies of scale are just about the only way to achieve a competitive advantage. As such, bigger is generally better because firms with greater heft tend to be more profitable.
Keep an eye on reserves and reserve growth because these are the hard assets the company will mine for future revenue.
Companies with strong balance sheets will weather cyclical lows better than those burdened with debt. Look for companies that don't need to take on additional debt to invest in new projects while also paying dividends or repurchasing shares.
Ref: The Five Rules for Successful Stock Investing by Pat Dorsey
Read also:
Investor's Checklist: A Guided Tour of the Market...
Even though the sector is largely cyclical, many energy companies keep their bottom lines black during the troughs. Look for this characteristic in your energy investments.
OPEC is a highly beneficial force in the energy sector because it keeps commodity prices above its costs. It is worth keeping tabs on the cartel's strength.
Because of OPEC, we view exploration and production as a much more attractive area than refining and marketing.
Working in a commodity market, economies of scale are just about the only way to achieve a competitive advantage. As such, bigger is generally better because firms with greater heft tend to be more profitable.
Keep an eye on reserves and reserve growth because these are the hard assets the company will mine for future revenue.
Companies with strong balance sheets will weather cyclical lows better than those burdened with debt. Look for companies that don't need to take on additional debt to invest in new projects while also paying dividends or repurchasing shares.
Ref: The Five Rules for Successful Stock Investing by Pat Dorsey
Read also:
Investor's Checklist: A Guided Tour of the Market...
Monday, 4 June 2012
Boustead's 421,460 shares crossed 15% below Friday close
KUALA LUMPUR: Boustead Holdings Bhd's 421,460 shares were transacted in an off-market deal on Monday at RM4.35.
Stock market data showed at RM4.35, this was 15% or 77 sen below last Friday's closing price of RM5.12
At 3.41pm, its share price was down nine sen to RM5.03 in regular trade.
Boustead's paid-up is 1.034 billion shares.
Sunday, 27 November 2011
Boustead Holdings Berhad
| Company Name | : | BOUSTEAD HOLDINGS BERHAD |
| Stock Name | : | BSTEAD |
| Date Announced | : | 21/11/2011 |
| Financial Year End | : | 31/12/2011 |
| Quarter | : | 3 |
| Quarterly report for the financial period ended | : | 30/09/2011 |
| The figures | : | have not been audited |
| Converted attachment : |
| Please attach the full Quarterly Report here: |
Boustead Q3-Y2011.pdf | | |
| Currency | : | Malaysian Ringgit (MYR) |
SUMMARY OF KEY FINANCIAL INFORMATION |
30/09/2011 |
INDIVIDUAL PERIOD | CUMULATIVE PERIOD | ||||
CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
$$'000 | $$'000 | $$'000 | $$'000 | ||
| 1 | Revenue | 2,188,700 | 1,513,900 | 6,001,500 | 4,492,000 |
| 2 | Profit/(loss) before tax | 167,100 | 153,700 | 585,900 | 474,200 |
| 3 | Profit/(loss) for the period | 144,300 | 124,600 | 501,800 | 390,200 |
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 120,900 | 91,900 | 418,300 | 328,600 |
| 5 | Basic earnings/(loss) per share (Subunit) | 12.86 | 9.83 | 44.49 | 35.34 |
| 6 | Proposed/Declared dividend per share (Subunit) | 22.00 | 12.00 | 30.00 | 27.00 |
AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | ||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) | 4.6300 | 4.5000 | ||
| Remarks : |
| Dividend for current quarter of 22 sen comprises:- i) Single tier dividend of 12 sen per share declared for 3rd quarter ended 30 September 2011 payable on 30 December 2011; and ii) Dividend in specie as referred to Note B24(a)(ii) which was completed on 28 October 2011. 9M Cumulative Period ended 30 September 2011 Income Statement Revenue 6,001.5m Profit from operations 498.7m PBT 585.9m PAT 501.8m Profit for the period attributable to: Shareholders of the Company 418.3m EPS Basic 44.49 sen Finance cost (139.5m) Balance Sheet ASSETS NCA 8,241.40m CA 3,253.2m TOTAL ASSETS 11,494.6m EQUITY AND LIABILITIES Total equity 4,980.7m NCL 1,223.2m CL 5,290.7m Total Liabilities 6,513.9m TOTAL EQUITY AND LIABILITIES 6,513.9m Net Asset per Share RM 4.63 Deposits, cash and bank balance 579.1m LT Borrowings 1,050.60m ST Borrowings 3,382.8m Dividends Paid 30.9.2011 (282.0m) 30.9.2010 (224.9m) Cash Flow Statement Net cash generated from operating activities 188.0 m Net cash used in investing activities (702.5m) Net cash generated from financing activities 664.2m Capital expenditure & construction of investment property (321.1m) Acquisition of Subsidiaries, net of cash acquired (650.4m) |
Prospects for the year
The global economic outlook remains fluid and will likely be impacted negatively by the Euro zone debt crisis
and the ensuing deterioration of the economic and financial condition of Europe, weakening of the US economy in addition to the risk of slower growth for China and other emerging economies. Against this backdrop, the Malaysian economy which had registered moderate growth on the back of strong domestic demand and supportive government policy measures may experience a slower pace of growth during the remainder of the year. On the overall, the Group expects to register a satisfactory set of results for the current financial year.
Plantation's earnings will very much be dependent on palm oil prices which are expected to stay at attractive
levels for the remainder of the year, thus enabling the Division to deliver very strong earnings for FY2011. The
negotiation for the contract to construct six naval vessels is progressing well and this will have a positive effect
on the earnings of the Heavy Industries Division. The Property Division can look forward to stable recurring
income from its portfolio of commercial and retail properties and the expansion of the hotel operations.
Contributions from new Subsidiary Pharmaniaga Berhad together with the improved performance from the
Group's pharmaceutical manufacturing operation should bolster well for the Pharmaceutical Division. The other Divisions are also expected to perform satisfactorily in FY2011.
B25. Group Borrowings and Debt Securities
Total group borrowings as at 30 September 2011 are as follows:-
30.9.2011 31.12.2010
RM million RM million
Non-current:
Term loans 906.2 586.5
Bank guaranteed medium term notes 602.7 414.5
1,508.9 1,001.0
Less: repayable in 1 year 458.3 313.6
1,050.6 687.4
Current:
- Bank overdrafts 30.6 26.2
- Bankers' acceptances 194.3 163.8
- Revolving credits 2,699.6 1,972.2
- Short term loans 458.3 313.6
3,382.8 2,475.8
Proceeds from the issue of the RM600 million of MTNs were fully utilised as at the end of July 2011. The
balance of the MTN programme comprising RM400 million of MTNs will be issued during FY2012.
Included above are short term loans comprising RM40.5 million (US Dollar: 12.70 million) and RM45.2 million (IDR 124.8 billion) which are denominated in foreign currencies. All other borrowings are denominated in Ringgit Malaysia
Weighted average number of ordinary shares in issue
940.2m
Headline KPIs
2011 (9 Months) Actual
ROE 9.7%
ROA 7.0%
Market Watch
| Announcement Date | Financial Yr. End | Qtr | Period End | Revenue RM '000 | Profit/Lost RM'000 | EPS | Amended | ||||||
| 21-Nov-11 | 31-Dec-11 | 3 | 30-Sep-11 | 2,188,700 | 144,300 | 12.86 | - | ||||||
| 18-Aug-11 | 31-Dec-11 | 2 | 30-Jun-11 | 2,225,300 | 223,000 | 19.70 | - | ||||||
| 27-May-11 | 31-Dec-11 | 1 | 31-Mar-11 | 1,587,500 | 134,500 | 11.93 | - | ||||||
| 25-Feb-11 | 31-Dec-10 | 4 | 31-Dec-10 | 1,689,800 | 234,700 | 22.22 | - | ||||||
ttm-EPS 66.71 sen
Price RM 5.38
Trailing PE 8.1 x
Share Price Performance | ||||||||||||||||||||||||||||||||
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| | ||||||||||||||||||||||||||||||
23.11.2011
Price RM 5.370
PE 8.04x
DY 5.96%
Market Cap RM 5,048.7m
Thursday, 24 November 2011
Boustead
Market Watch
| Announcement Date | Financial Yr. End | Qtr | Period End | Revenue RM '000 | Profit/Lost RM'000 | EPS | Amended | ||||||
| 21-Nov-11 | 31-Dec-11 | 3 | 30-Sep-11 | 2,188,700 | 144,300 | 12.86 | - | ||||||
| 18-Aug-11 | 31-Dec-11 | 2 | 30-Jun-11 | 2,225,300 | 223,000 | 19.70 | - | ||||||
| 27-May-11 | 31-Dec-11 | 1 | 31-Mar-11 | 1,587,500 | 134,500 | 11.93 | - | ||||||
| 25-Feb-11 | 31-Dec-10 | 4 | 31-Dec-10 | 1,689,800 | 234,700 | 22.22 | - | ||||||
Share Price Performance | ||||||||||||||||||||||||||||||||
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Monday, 28 February 2011
Boustead 4Q net profit up 41% to RM208.9m, declares 12c dividend
Boustead 4Q net profit up 41% to RM208.9m, declares 12c dividend
Tags: Boustead Holdings Bhd
Written by Surin Murugiah of theedgemalaysia.com
Friday, 25 February 2011 14:21
KUALA LUMPUR: BOUSTEAD HOLDINGS BHD []'s net profit rose 41.4% to RM208.9 million for the fourth quarter ended Dec 31, 2010 from RM147.7 million a year ago due mainly to notable increase in revenue from both the PLANTATION [] and trading divisions.
It said on Friday, Feb 25 revenue for the quarter rose to RM1.69 billion from RM1.48 billion. Earnings per share were 22.22 sen while net assets per share was RM4.50. It declared a fourth interim single tier dividend of 12 sen per share, to be paid on March 31 this year.
For the year ended Dec 31, 2010 Boustead’s net profit jumped 57.3% to RM537.5 million from RM341.6 million in 2009, while revenue grew to RM6.18 billion from RM5.39 billion.
Commenting on its prospects, Boustead said although the Malaysian economy was projected to grow at a steady pace in 2011, and the outlook for the other regional economies was also expected to be favourable, it was bracing itself for yet another challenging year ahead, as the global economies may be badly hit in the event of a large sovereign debt default in Europe in addition to the short-term monetary policies tightening by China and India.
It said plantation's earnings will very much be dependent on palm oil prices which are expected to stay at attractive levels in 2011, largely due to the low supply situation brought on by adverse weather conditions and the expected increase in demand.
It said the heavy industries division's prospects would be underpinned by contracts on hand, and the finalisation of the value and duration of the project to construct six naval vessels will be positive for earnings.
“The property division can look forward to stable recurring income from its portfolio of commercial and retail PROPERTIES [] and the expansion of the hotel operations.
“The addition of PHARMANIAGA BHD [] in the coming year will enable the group to take advantage of the Pharmaniaga brand and infrastructure to grow revenue and profit in the lucrative pharmaceutical business. The other divisions are expected to perform satisfactorily in 2011,” it said.
Tags: Boustead Holdings Bhd
Written by Surin Murugiah of theedgemalaysia.com
Friday, 25 February 2011 14:21
KUALA LUMPUR: BOUSTEAD HOLDINGS BHD []'s net profit rose 41.4% to RM208.9 million for the fourth quarter ended Dec 31, 2010 from RM147.7 million a year ago due mainly to notable increase in revenue from both the PLANTATION [] and trading divisions.
It said on Friday, Feb 25 revenue for the quarter rose to RM1.69 billion from RM1.48 billion. Earnings per share were 22.22 sen while net assets per share was RM4.50. It declared a fourth interim single tier dividend of 12 sen per share, to be paid on March 31 this year.
For the year ended Dec 31, 2010 Boustead’s net profit jumped 57.3% to RM537.5 million from RM341.6 million in 2009, while revenue grew to RM6.18 billion from RM5.39 billion.
Commenting on its prospects, Boustead said although the Malaysian economy was projected to grow at a steady pace in 2011, and the outlook for the other regional economies was also expected to be favourable, it was bracing itself for yet another challenging year ahead, as the global economies may be badly hit in the event of a large sovereign debt default in Europe in addition to the short-term monetary policies tightening by China and India.
It said plantation's earnings will very much be dependent on palm oil prices which are expected to stay at attractive levels in 2011, largely due to the low supply situation brought on by adverse weather conditions and the expected increase in demand.
It said the heavy industries division's prospects would be underpinned by contracts on hand, and the finalisation of the value and duration of the project to construct six naval vessels will be positive for earnings.
“The property division can look forward to stable recurring income from its portfolio of commercial and retail PROPERTIES [] and the expansion of the hotel operations.
“The addition of PHARMANIAGA BHD [] in the coming year will enable the group to take advantage of the Pharmaniaga brand and infrastructure to grow revenue and profit in the lucrative pharmaceutical business. The other divisions are expected to perform satisfactorily in 2011,” it said.
Saturday, 15 January 2011
A Brief Look at Boustead Holdings Bhd.
Boustead Holdings Berhad
Business Description:
Boustead Holdings Berhad is engaged in investment holding and oil palm cultivation. It operates in seven segments:
Current Price (1/7/2011): 5.54
2009 Sales 5,392,000,000
Employees: 8,022
Market Cap: 5,208,497,480
Shares Outstanding: 940,162,000
Closely Held Shares: 568,935,789
Estimated EPS for 2011 = 35.21*4/3 = 46.9 sen
At price of 5.54, it is trading at prospective 2011 PE = 5.54 / 0.469 = 11.8 x
Dividend given to date = 27 sen
DY to date = 0.27 / 5.54 = 4.9%
Historical
5 Yr
PE range 7.7 - 13.5
DY range 7.9% - 4.0%
10 Yr
PE range 7.4 - 11.9
DY range 6.3% - 3.6%
Year DPS EPS
2003 4.2 18.7
2004 9.0 24.7
2005 10.5 16.2
2006 10.5 8.8
2007 12.3 55.0
2008 20.2 66.9
2009 20.4 36.4
9M10 27.0 35.21 NTA 4.35
Business Description:
Boustead Holdings Berhad is engaged in investment holding and oil palm cultivation. It operates in seven segments:
- Plantation, which is involved in the planting and processing of oil palm, and forestry and oil bulking installations;
- Heavy Industries, which is involved in shipbuilding, fabrication of offshore structures, and repair and maintenance of vessels and defense related products;
- Property Development;
- Property Investment;
- Finance and Investment, which is involved in the provision of commercial, Islamic and investment banking services, money broking and others;
- Trading, which is involved in warehousing and distribution of fast moving consumer products, and
- Manufacturing and Services, which is involved in manufacturing cellulose fiber cement boards and paints, and offering travel and tour related products.
2009 Sales 5,392,000,000
Employees: 8,022
Market Cap: 5,208,497,480
Shares Outstanding: 940,162,000
Closely Held Shares: 568,935,789
| Announcement Date | Financial Yr. End | Qtr | Period End | Revenue RM '000 | Profit/Lost RM'000 | EPS | Amended | ||||||
| 29-Nov-10 | 31-Dec-10 | 3 | 30-Sep-10 | 1,513,900 | 124,600 | 9.77 | - | ||||||
| 23-Aug-10 | 31-Dec-10 | 2 | 30-Jun-10 | 1,425,000 | 161,400 | 15.68 | - | ||||||
| 31-May-10 | 31-Dec-10 | 1 | 31-Mar-10 | 1,553,100 | 104,200 | 9.75 | - | ||||||
| 25-Feb-10 | 31-Dec-09 | 4 | 31-Dec-09 | 1,481,066 | 179,322 | 16.20 | - | ||||||
Estimated EPS for 2011 = 35.21*4/3 = 46.9 sen
At price of 5.54, it is trading at prospective 2011 PE = 5.54 / 0.469 = 11.8 x
Dividend given to date = 27 sen
DY to date = 0.27 / 5.54 = 4.9%
Historical
5 Yr
PE range 7.7 - 13.5
DY range 7.9% - 4.0%
10 Yr
PE range 7.4 - 11.9
DY range 6.3% - 3.6%
Year DPS EPS
2003 4.2 18.7
2004 9.0 24.7
2005 10.5 16.2
2006 10.5 8.8
2007 12.3 55.0
2008 20.2 66.9
2009 20.4 36.4
9M10 27.0 35.21 NTA 4.35
Capital changes
2003 1/2 Rights @ RM 1.60 followed by 1/3 Bonus
2009 2/5 Rights @ RM 2.80
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