季报 | Elsoft (0090) Q4,2016 季报

Elsoft在上星期也出季报啦~虽然过了一星期,但喜事不嫌迟啦,呵呵呵

这次公司因为电子需求疲弱,赚幅比起前年Q4,跌了3%,但是因为3个原因: improved gross product margin /  gain in foreign exchange  /  lower fair value loss on other investment ,净利反而比去年同季度进步了27%。

而全年成绩无论是盈利,净利或EPS,2016 都比2015 进步了,股息也增加了~




Reference:

For the current quarter, the Group registered revenue and profit before tax ("PBT") of approximately
RM16.209 million and RM9.279 million respectively. Compared to the preceding year corresponding
quarter revenue and profit before tax of approximately RM16.759 million and RM7.330 million
respectively, revenue has slightly decreased by approximately 3% and profit before tax has increased by approximately 27% respectively for the current quarter.
The lower revenue recorded was due to lower demand from smart devices industry for current quarter as compared to the preceding year corresponding quarter. Despite lower revenue generated, the PBT
recorded was greater due to:-
i) improved gross product margin;
ii) gain in foreign exchange of RM1.671 million recognised in current quarter as compared to foreign
exchange loss of RM0.766 million in preceding year corresponding quarter; and
iii) lower fair value loss on other investment from RM1.034 million loss in preceeding year corresponding quarter to RM0.202 million loss recognised in current quarter.


The Group recorded revenue and PBT of approximately RM63.613 million and RM31.399 million respectively for the current year-to-date. Compared to the preceding year corresponding year-to-date revenue of RM49.741 million and PBT of RM26.387 million, revenue and PBT have increased by approximately 28% and 19% respectively. The higher revenue for current year to date as compared to the preceding year corresponding year-to-date was mainly due to greater demand from Automotive, General Lighting and Smart Devices Industry. The higher PBT for current year to date as compared to the preceding year corresponding year-to-date was mainly due the increase in revenue and improved gross product margin but also offset against higher administrative expenses and lower contribution from other income.

For the current quarter, the Group registered revenue and profit before tax ("PBT") of approximately
RM16.209 million and RM9.279 million respectively. Compared to the previous quarter revenue and
profit before tax of approximately RM18.821 million and RM10.075 million respectively, revenue has decreased by approximately 14% and profit before tax has decreased by approximately 8% respectively for the current quarter.
The lower revenue recorded was due to lower demand from Automotive Industry for current quarter as compared to previous quarter. The decrease of PBT by 8% in current quarter was due to lower revenue, share of losses in associate and higher administrative expenses but partly covered by improved gross product margin and favorable foreign exchange gain in current quarter.




Elsoft 在2016年尾分股后,股价从RM2.1左右变成RM1.4+,跌至最低RM1.3+,再回升甚至到如今的历史新高RM1.6+。

原以为可以在分红股后有机会在股价跌得一塌糊涂时加码,怎知道越等越高。。。不过,我就在Elsoft RM1.4时刚好卖某股后有一笔闲钱,就买入了。。提高了平均价,但是不枉我加码,即使分股后,这季度的股息也没有减少,竟然还宣布2仙特别股息,加上普通股息2仙,就和前季度的4仙股息一样~




Market Capital (RM): 442.87m
Number of Share: 271.70m
EPS (cent): 11.48 *
P/E Ratio: 14.20
ROE (%): 31.89
Dividend (cent): 10.000 ^
Dividend Yield (%): 6.13
Dividend Policy (%): 40 Details
NTA (RM): 0.360
Par Value (RM): 0.100

DY%在红股后应该是大约4.7+%,高过定存,加上因为有40%的股息政策,所以只要公司不断进步,那么股息自然就会增长。就目前而言,公司派发特别股息,就是很好的证明~

未来展望,公司对2017财政年保持乐观 :)

倒是没看到蝴蝶山庄的消息。。还是我漏了? >.<

季报 | Elsoft (0090) Q4,2016 季报 季报 | Elsoft (0090) Q4,2016 季报 Reviewed by Angel Poi Woon on 下午6:04 Rating: 5

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