Highlights
KLSE: TAMBUN (5191)       TAMBUN INDAH LAND BHD MAIN : Property
Last Price Today's Change   Day's Range   Trading Volume
0.60   0.00 (0.00%)  0.59 - 0.60  2,285,200
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Financials


Market Cap: 261 Million

Market Cap 261 Million
NOSH 434 Million

Latest Audited Result:  31-Dec-2019

Latest Audited Result: 31-Dec-2019
Announcement Date 18-Jun-2020
Next Audited Result: 31-Dec-2020
Est. Ann. Date: 18-Jun-2021
Est. Ann. Due Date: 29-Jun-2021

Latest Quarter:  30-Sep-2020 [#3]

Latest Quarter: 30-Sep-2020 [#3]
Announcement Date 26-Nov-2020
Next Quarter: 31-Dec-2020
Est. Ann. Date: 26-Feb-2021
Est. Ann. Due Date: 01-Mar-2021
QoQ | YoY   1,300.42%  |    -7.49%

Annual (Unaudited) ( EPS: 11.20, P/E: 5.36 )

Revenue | NP to SH 148,563  |  48,641
RPS | P/RPS 34.20 Cent  |  1.75
EPS | P/E | EY 11.20 Cent  |  5.36  |  18.66%
DPS | DY | Payout % 3.89 Cent  |  6.49%  |  34.75%
NAPS | P/NAPS 1.48  |  0.41
YoY   -12.14%
NP Margin | ROE 32.16%  |  7.58%
F.Y. | Ann. Date 31-Dec-2019  |  26-Feb-2020

T4Q Result ( EPS: 6.35, P/E: 9.46 )

Revenue | NP to SH 110,661  |  27,564
RPS | P/RPS 25.48 Cent  |  2.36
EPS | P/E | EY 6.35 Cent  |  9.46  |  10.58%
DPS | DY | Payout % 0.00 Cent  |  0.00%  |  - %
NAPS | P/NAPS 1.47  |  0.41
QoQ | YoY   -2.88%  |    -39.45%
NP Margin | ROE 23.42%  |  4.33%
F.Y. | Ann. Date 30-Sep-2020  |  26-Nov-2020

Annualized Result ( EPS: 3.56, P/E: 16.87 )

Revenue | NP to SH 94,172  |  15,449
RPS | P/RPS 21.68 Cent  |  2.77
EPS | P/E | EY 3.56 Cent  |  16.87  |  5.93%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   418.43%  |    -64.53%
NP Margin | ROE 14.82%  |  2.42%
F.Y. | Ann. Date 30-Sep-2020  |  26-Nov-2020



Business Performance

Business Performance (By Quarter)

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 2 / 4 50.00% 2 / 8 25.00%
Total Positive Profit Years 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Positive Profit 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Profit Growth 1 / 4 25.00% 1 / 8 12.50%
Continuous Quarters Of Adjusted EPS Growth 1 / 4 25.00% 1 / 8 12.50%
Total Dividend Years 0 / 4 0.00% 1 / 8 13.00%
Continuous Quarters Of Dividend 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Dividend Growth 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Adjusted Dps Growth 0 / 4 0.00% 0 / 8 0.00%
Average ROE 1.07% 1.46%
Average Net Profit Margin 16.53% 23.21%

Business Performance (By Year)

Last 5 Financial Years Last 10 Financial Years
Available Years 5 Years 10 Years
Continuous Years Of Revenue Growth 0 / 5 0.00% 0 / 10 0.00%
Total Positive Profit Years 5 / 5 100.00% 10 / 10 100.00%
Continuous Years Of Positive Profit 5 / 5 100.00% 10 / 10 100.00%
Continuous Years Of Profit Growth 0 / 5 0.00% 0 / 10 0.00%
Continuous Years Of Adjusted EPS Growth 0 / 5 0.00% 0 / 10 0.00%
Total Dividend Years 5 / 5 100.00% 9 / 10 90.00%
Continuous Years Of Dividend 5 / 5 100.00% 9 / 10 90.00%
Continuous Years Of Dividend Growth 0 / 5 0.00% 0 / 10 0.00%
Continuous Years Of Adjusted Dps Growth 0 / 5 0.00% 0 / 10 0.00%
Average ROE 14.83% 31.75%
Average Net Profit Margin 30.36% 30.00%

Key Result

Key Result

T4Q Annualized Annual (Unaudited) Last 10 FY Average Last 5 FY Average
Revenue 110,661 94,172 148,563 271,026 267,696
NP to SH 27,564 15,449 48,641 65,740 80,141
Dividend 0 16,761 16,904 20,908 28,051
Adjusted EPS 6.35 3.56 11.20 15.13 18.45
Adjusted DPS 0.00 3.86 3.89 4.81 6.46

NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share

All figures in '000 unless specified.

EPS & DPS's figures in Cent.


Growth

Growth (By Quarter)

LQ QoQ LQ YoY CQ YoY LQ vs Average of T4Q LQ vs Average of T8Q
Revenue 199.89% 28.01% -34.92% 53.24% 29.41%
NP to Owner 1,300.42% -7.49% -64.53% 46.52% 10.52%
Dividend 0.00% 0.00% -25.64% 0.00% 0.00%
Adj. EPS 1,300.42% -7.49% -64.53% 46.52% 10.52%
Adj. DPS 0.00% 0.00% -25.64% 0.00% 0.00%

LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year

Growth (By Year)

T4Q vs LFY T4Q vs AL5FY T4Q vs AL10FY AQR vs LFY AQR vs AL5FY AQR vs AL10FY LFY YoY LFY vs AL5FY LFY vs AL10FY
Revenue -25.51% -58.66% -59.17% -36.61% -64.82% -65.25% -17.16% -44.50% -45.19%
NP to Owner -43.33% -65.61% -58.07% -68.24% -80.72% -76.50% -12.14% -39.31% -26.01%
Dividend 0.00% 0.00% 0.00% - % - % - % -41.77% -39.74% -19.15%
Adj. EPS -43.33% -65.61% -58.07% -68.24% -80.72% -76.50% -12.14% -39.31% -26.01%
Adj. DPS 0.00% 0.00% 0.00% - % - % - % -41.77% -39.74% -19.15%

T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year

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  15 people like this.
 
CatchThe Bull Anyone can enlighten me what so good about Tambun?
Planning some properties investment for longer term, buy actual house or share better, i think buy share more easy right :)
31/05/2020 4:45 PM
captain star cheapest property stock..go for this is safer
05/06/2020 2:36 PM
captain star pe jus 5 plus..how cheap still got dividend..gogogogo
05/06/2020 2:37 PM
captain star https://www.thesundaily.my/local/penang-govt-studies-ways-to-use-property-market-to-jumpstart-economy-BK2387131

tambun will benefit
05/06/2020 2:38 PM
captain star look at mahsing uems ecoworld all d boom..this still havent much n pe cheapest
05/06/2020 2:39 PM
captain star this is confirm news penang own goverment wan to boost..no need wait goverment news!!!!!
05/06/2020 3:05 PM
thinINVEST yup captain, its too cheap
06/06/2020 9:58 AM
kancs3118 Suddenly, no one forgets there is still some RM30B++ unsold properties...
07/06/2020 4:38 PM
kancs3118 Beware of the fake price surge...there is still a massive property overhang worth at least RM20B...it will take years to clear these overhang and will present a tremendous challenge to developers trying to sell their properties.

Also, the protestors are coming out in droves in the US and this will present the seeds for a surge in Covid19. Another great lockdown in US maybe in the works now.

I am trying to say is that Tambun is a good counter but there is a potential that price may drop and present a better to value to buy in then compared to now...
07/06/2020 5:50 PM
kancs3118 Hehehe ....Dow Jones big crash ....half of my prediction is coming true...
12/06/2020 7:15 AM
blackwidow99 QR not yet out?
12/06/2020 10:23 PM
valuewood11 when is the agm?
26/06/2020 10:44 PM
opportunity stupid counter.. may take years (or never) to reach RM1
06/07/2020 12:50 PM
opportunity loss so much.. sell also die, dont sell also die
06/07/2020 12:50 PM
valuewood11 even mahsing move up but this one no show
22/07/2020 11:13 PM
James Ng https://klse.i3investor.com/blogs/general/2020-07-26-story-h1510728350.jsp
[转贴] [TAMBUN INDAH LAND BHD:购买者采取了观望的态度,等待政府采取了进一步的住房优惠,因此2020年第一季度的新房地产销售受到抑制] - James的股票投资James Share Investing
26/07/2020 10:27 AM
valuewood11 zzzz....
18/08/2020 9:57 PM
kancs3118 But this is a good counter though...

Low landbank cost of its Pearl City township,
Very near to BatuKawan...the next satellite city of Penang,
Lots of big guns at Batu Kawan such as Paramount, EcoWorld, Aspen Vision, ...
Very low gearing,
GDV of the remaining undeveloped landbank is at RM3B,
40 to 60 percent dividend payment..
Conservative management team...they don't simply go and buy land but targets to expand their Pearl City land at the most opportune moment, such as buying land from TPPT at a low per square feet cost,
Consistent gross profit of 40 percent...
Owner consistently loading up on this counter...

Lots of things to like about this counter..
More like an apek counter....

But wait until the property market swing upwards . And this counter will fly.
20/08/2020 9:08 AM
Kenokaya Dropped but u still give dividen...tq, hope will fly soon
28/08/2020 9:10 AM
chickmonk unbilled sales increased...good sign
28/08/2020 10:55 AM
chickmonk 10% dividend per year is not a dream now. Haha
28/08/2020 11:06 AM
chickmonk quietly collecting now..haha
28/08/2020 12:27 PM
lumbercpo Q1 unbilled sales 55m, Q2 unbilled sales 74.4m.
30/08/2020 11:17 AM
chickmonk tambun awake..
01/09/2020 3:46 PM
chickmonk tambun...gogogo
02/09/2020 3:14 PM
pingdan For those who stay at Penang mainland will know that, the Icon City at the entrance of Juru Tol always full of people during night. Now another Icon City will build in front of entrance of Tambun Indah, Simpang Ampat.The new Icon City will have Starbuck and Mcdonald there and currently building in a rapid speed. Once it done, I will indirectly appreciate the value of whole tambun indah property at Simpang Ampat.
02/09/2020 3:21 PM
kancs3118 I second that.... Icon city, proximity to Batu Kawan, IKEA, university of Hull-KDU, etc and the proposed building of a new hospital complex will spill over to Tambun Indah.

I love the management's technic of buying huge tracts of land on the cheap and then, slowly develop the land and unlocked its value. Tambun has a margin of close to 40%.

Unlike other developers who expand aggressively and when faced with the double whammy of a poor property market and Covid19, Tambun has been slow and steady ...scaling back their operations and continue to give out good dividends and not resorting to rights issue.

When the share price has been bashed down so badly, the bosses are actively engaging in shares buyback indicating the confidence they have in their own company.
05/09/2020 8:18 AM
kancs3118 Another developer that comes highly recommended is Paramount Properties.
07/09/2020 9:04 AM
chickmonk Unbilled Sales!! The kings is back!!!
xxx 30 Sep 2020 (estimate 100m)
74.4m 30 June 2020
55m 31 March 2020
58m 31 Dec 2019
33.4m 30 Sep 2019
18m 30 June 2019
07/09/2020 11:55 AM
chickmonk unbilled sales getting higher and higher
07/09/2020 11:56 AM
kancs3118 Paramount unbilled sales is close to $700M, this making Tambun peanuts compared to Paramount...
07/09/2020 12:19 PM
HamsterHuat err....what is Unbilled sales ar? can enlighten me?
08/09/2020 7:15 PM
kancs3118 Tambun is slowly inching up to 60 cents...
15/09/2020 7:38 PM
kancs3118 You guys see lar...my prediction comes true...hitting 60 cents...
17/09/2020 3:13 PM
kancs3118 Next stop is 70 cents
17/09/2020 3:13 PM
kancs3118 Affordable housing to the fore...
18/09/2020 12:05 PM
kancs3118 Behold...the power of Tambun...
19/09/2020 12:24 PM
gydividen Tambun's boss keep buying, sure got good result for the next QR....come on Tambun !!
24/09/2020 2:38 PM
kancs3118 This I agree...Tambun boss keeps on buying....
24/09/2020 4:19 PM
kancs3118 Maybe will even surpassed paramount
24/09/2020 4:20 PM
alfred The decision to close the theme park is for the purpose of disinfection and to ensure the safety of the workers," she told a press conference at the launching ceremony of the Geotourism Vouchers #TravelPeraklah and Dark Tourism at Kellie's Castle here tonight.She said the State government through Tourism Perak in collaboration with tourism associations in the State had once again launched the initiative for the recovery of the tourism sector.He said the latest initiative was a continuation of the second-anniversary celebration of the Kinta Valley Geopark which indirectly aimed at helping travel agencies affected by the COVID-19 pandemic.
17/10/2020 5:00 PM
alfred This voucher is available at all registered and selected travel agencies with a minimum purchase of a package worth RM299 per person or a three-day two-night package in Perak.These travel agencies will promote the latest packages and products under Geopark Perak as a must-visit destination for tourists that will provide opportunities to tourism product operators as well as enhance the activities to promote Geopark Lembah Kinta.She added that Kellie's Castle was also continuing with its Dark Tourism programme this year with the Kellie's Night Tour V.3 every Friday and Saturday from 8 pm to 12 midnight throughout October.She said the new initiative was expected to encourage more domestic tourists to come to Perak and stay for longer periods of time, while helping travel agencies to be more competitive and thrive under the new norms.
17/10/2020 5:00 PM
sakurako @alfred, TAMBUN INDAH is not lost world TAMBUN
04/11/2020 3:02 PM
gydividen Tambun Indah Land sales pick up post-lockdown | https://www.klsescreener.com/v2/news/view/749125
06/11/2020 3:04 PM
gydividen bankers told me tambun indah sales during last 3 months is total sales of paramount + Aspen + Eco world + Asas...... hope to see superb result in coming Q3
06/11/2020 3:08 PM
kancs3118 Your banker is smoking what type of grass ?
06/11/2020 4:16 PM
gydividen haha, he said is total sales at seberang perai selatan projects not whole national
06/11/2020 4:20 PM
kancs3118 Ohh...applicable to Seberang only...
07/11/2020 7:49 AM
gydividen slowly up, 0.605, Next TP is 0.65,second TP is 0.70
12/11/2020 5:47 PM
gydividen bought 400 lot again at 0.58 just now.... hope to see good quarter result n dividen yield 6.7%
17/11/2020 1:40 PM