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  wallstreetrookie Legacy company. Not really bullish on Scientex. More suitable for long term investors. If you cannot wait for retirement, then better not buy. 30/09/2021 3:18 PM  calvintaneng Scientex bought lands in Tasek Gelugor for RM700K an acre https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-11-07-story-h1593696191-BPLANT_5254_Why_the_Rise_of_Batu_Kawan_Penang_Mainland_will_benefit_Bpl.jsp 07/11/2021 1:40 AM iknownuts Steady la pj lim, 5 consecutive days of putting money where his mouth is and continue to buy shares 16/12/2021 9:21 PM 8899EL8899 SCIENTEX bank borrowing rm1.2bil.............as they continue expand township property development,.......the company may fall into financial difficulties,.......be cautious,......the township development in johore not easy to make money,........high capital invesment, low return,....... 30/01/2022 2:33 PM  faridfet My friend, Scientex packaging segment contribute 68% in revenue and their capital expenditure for 2022 to spend Rm200 million for packaging machinery. Its nice one. While property development contribute 32% revenue which their capital expenditure 2022 for property development will use Rm800 million to grow land bank on affordable house. This affordable house is a good target market in these recovery era for post-Covid19. The construction and property sector are slowly better now due to the government has allowed the sector to make applications for foreign workers. For Feb 2022 only, almost 200,000 foreign workers has been approved their applications to work for the affected sector that rely on foreign workers. If you want to talk about their debt, their debt to asset ratio (below 1 ratio) and the current ratio (above 1 ratio) shows the Scientex can meet its current obligations which their overall financial health is good. Scientex also has strong operational cash flow due to their main revenue from packaging segment which is contribute 68% to the comnpany. Look at their net income also steadily increase even though in pandemic era (their packaging segment is perform well) -2019 RM333.70 million -2020 RM390.11 million -2021 RM457.23 million This 2022 Scientex told they will continue acquisition of plastic & packaging companies and this is a good thing. As Scientex will acquire the other packaging company include the existing customer of those company too. Ofcourse they will intergrate each of their factories operation will result in better cost-wise. Take a look of Scientex's track record of Merger & Acquisition here: 2019 - Mega Printing & Packaging Sdn Bhd 2018 - Klang Hock Plastic Industries Sdn Bhd 2015 - Mondi Ipoh Sdn Bhd 2014 - Seacera Polyfilms Sdn Bhd 2013 - Great Wall Plastic Industries Sdn Bhd 2012 - GW Packaging Sdn Bhd Malaysia reopen border is just around the corner, imagine all their packaging factories operate in full capacity because of the demand from consumer, retail, tourism, industrial and etc. It is just a matter of time for the Scientex's price stock will.................... you know the answer. 03/03/2022 3:52 PM stockpip SCIENTEX bank borrowing rm1.2bil.............as they continue expand township property development,.......the company may fall into financial difficulties,.......be cautious,......the township development in johore not easy to make money,........high capital invesment, low return,....... Heard that they are in deep trouble with all their customers affected across the board. Better get out while you still can. 08/03/2022 1:35 PM stockpip Unker is spot on this time. Never mind about rising price in plastic; Scientex would even face acute shortages in their raw material for production. None of their business portfolio is preparing them for this. https://klse.i3investor.com/web/blog/detail/kianweiaritcles/2022-03-08-story-h1600130091-Oil_shock_hitting_plastics_in_first_sign_of_demand_destruction 08/03/2022 1:39 PM Valuvestor I think stockpip’s view is a bit simplistic. In an effort to obtain a more considered view of the effect of an oil price (and presumably correlated availability) shock on the profitability of Scientex, I examined the profitability and share price of the company from a few years before until a few years after the Global Financial Crisis of 2007 to 2009. Regrettably I cannot present a chart on this platform, but here are the statistics in tabular form: Manufacturing Property Share (adj as per Yahoo) Quart Revenue Result Revenue Result Oil SP500 05M01 105,120 5,370 18,245 4,967 0.1112 48.25 1,181 05M04 114,555 5,830 18,608 4,251 0.1071 49.20 1,191 05M07 107,713 5,374 22,434 3,704 0.1125 60.71 1,220 05M10 114,262 5,830 27,853 5,122 0.1088 59.80 1,249 06M01 121,658 7,127 22,456 4,612 0.1158 67.86 1,280 06M04 111,853 6,164 24,499 5,254 0.1146 71.80 1,270 06M07 123,407 6,349 27,291 6,678 0.1158 74.56 1,304 06M10 127,525 6,531 24,604 5,930 0.1187 58.72 1,401 07M01 126,317 7,452 21,703 5,580 0.1683 58.17 1,407 07M04 121,803 4,216 18,820 4,833 0.2317 65.78 1,531 07M07 119,877 1,455 19,248 7,039 0.2283 78.20 1,474 07M10 126,565 4,468 20,655 4,799 0.2167 94.16 1,481 08M01 139,617 7,252 21,213 5,240 0.1917 91.67 1,331 08M04 142,702 8,042 22,887 5,798 0.2083 113.70 1,400 08M07 145,294 5,947 22,303 4,539 0.1950 124.17 1,283 08M10 131,117 4,836 22,330 4,317 0.1717 68.10 896 09M01 88,712 3,565 19,074 3,129 0.1583 41.73 735 09M04 96,579 7,038 17,163 4,017 0.1933 50.35 919 09M07 111,995 7,110 22,761 8,478 0.2067 69.26 1,021 09M10 136,400 7,736 28,514 6,218 0.2200 77.04 1,096 10M01 127,106 8,373 31,608 6,506 0.2250 72.85 1,104 10M04 141,541 9,969 37,961 9,399 0.2300 86.07 1,089 10M07 139,973 10,965 51,713 10,881 0.2817 78.85 1,049 10M10 138,413 7,453 48,212 13,531 0.3000 81.45 1,181 11M01 142,271 7,629 52,615 16,298 0.4500 90.99 1,327 11M04 159,170 8,129 58,142 18,015 0.4400 113.39 1,345 11M07 145,607 12,230 59,593 14,153 0.3900 95.68 1,219 11M10 154,110 9,473 59,652 17,067 0.4083 93.19 1,247 In case it gets mixed up, the columns left to right are the quarter, manufacturing revenue and result, property development revenue and result, approximate share price at the end of the quarter, price of oil at the end of the quarter (Cushing, OK WTI) and the S&P500 at the end of the quarter. E&OE. The progressive increase in revenue as the oil price increases rather looks to me like the company is able to pass on increases in its input costs as the price of oil increases. Despite the volatility in operating profit, the company’s share price would seem to have been remarkably stable until the Lehman-precipitated recession and stock market crash of September 2008. But even under those extreme conditions, the share price only dropped 32% peak-to-trough and then recovered again within a year. My conclusion is that although there might be some oil-price-induced hiccups in operating profit from the manufacturing division, there is insufficient evidence to support the notion that the volatility will propagated into a foreseeable reduction in share price. In comparison, a global recession is much more likely to result in such a reduction, but that in such circumstances, the company is robust and likely to recover quickly. 13/03/2022 2:43 PM Valuvestor Sources: Company revenue and results, company quarterly reports; Company share price: Yahoo Price of oil: https://www.eia.gov/dnav/pet/hist/RWTCD.htm S&P 500: Yahoo 13/03/2022 2:45 PM Dragon88 price hit low of RM 3.90 and reverse trend. Should continue the up trend if price sustain above RM 4 08/04/2022 3:50 PM wallstreetrookie Short Scientex. Main contributor of plastic and microplastic pollution. Absolutely terrible ESG 12/04/2022 7:27 AM  BursaVulture what is scientx? a developer or plastic manufacturer? so many projects signed at 2019, but now material cost went up, they still need to deliver. cement up, steel up, salary up, sand up, wood up.... will eat into their margin. sell, run before it is too late. 14/05/2022 11:29 AM  InsiderShark construction material price up.... how to make money? 30% of their profit from development. 30/05/2022 11:47 PM stockpip It's all the way down for this counter. Nothing is sustainable anymore in their business. Falling off the cliff as we speak. 13/06/2022 6:03 PM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ The Group’s revenue for the current financial quarter stood at RM993.8 million compared to RM952.0 million recorded in the preceding financial quarter. The increase in revenue was mainly contributed by the packaging division. The Group’s profit before tax stood at RM120.3 million for the current financial quarter as compared to RM124.1 million in the preceding financial quarter due to lower operating profit reported in the property division. Packaging Division continues to face operational challenges due to factors such as the ongoing geopolitical tension, global supply chain challenges, shortage of labour and rising inflationary pressures which have led to volatility in raw material prices and elevated operational costs. Property Division continues to see favourable demand for its affordable housing with the easing of restriction and reopening of its international border. Its showhouses have seen an uptick in the number of visitors especially in the Johor Region with the reopening of Malaysia-Singapore border. However, the Division was affected by slower progress due to labour shortages, deferment of CCC in certain projects due to shortage of materials for the installation of power supply infrastructure as well as delay in obtaining permits and approvals for new product launches from the relevant authorities. In addition, with the increase in material cost, the Group is also constantly reviewing the pricing of its products whilst maintaining its product affordability. 15/06/2022 4:25 PM  SmallCapAsia hi all, we wrote about Scientex Berhad in this article. Feel free to take a look! https://www.smallcapasia.com/3-stable-malaysia-stocks-with-positive-free-cash-flow/ 07/07/2022 9:39 AM NatsukoMishima Property n plastic packaging both also im winter , many people dump ticketz run already ! 19/07/2022 9:52 PM NoobMaster96 Company still has strong fundamentals, and long-term prospects. The consistent uptrend in its financials says it all. Capitalise whenever people panic and dump shares, and when market sentiment looks much better 30/07/2022 10:00 PM ariffin Scientex Packaging (Ayer Keroh) has also reported a higher net profit, with an increase by 25% for the first quarter ended Oct 31, 2022, as revenue grew amid higher demand in both domestic and export sales, while lower raw material prices boosted margin. 07/12/2022 9:47 AM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ Fiscal year is February-January. All values MYR Millions. 2022 2021 2020 2019 2018 5-year trend Sales/Revenue 3,985 3,656 3,519 3,247 2,603 Gross Income 845 843 805 684 511 EBIT 575 585 587 492 - Interest Expense 20 11 16 16 11 Pretax Income 541 589 533 451 355 Pretax Margin 13.56% Fiscal year is February-January. All values MYR Thousands. Net Income before Extraordinaries 548,307.0 600,961.0 544,262.0 450,588.0 354,684.0 Funds from Operations 542,629.0 595,215.0 559,010.0 447,340.0 346,609.0 Net Operating Cash Flow 717,858.0 686,761.0 707,011.0 532,833.0 384,410.0 Capital Expenditures (627,473.0) (776,102.0) (416,498.0) (216,837.0) (564,281.0) Free Cash Flow 90,385.0 (89,341.0) 290,513.0 315,996.0 (179,871.0) Free Cash Flow Yield -0.92% Cash Dividends Paid - Total (139,590.0) (129,219.0) (103,175.0) (100,449.0) (56,496.0) Fiscal year is February-January. All values MYR Millions. Cash & Short Term Investments 183 208 397 258 172 ST Debt & Current Portion LT Debt 924 823 688 704 610 Long-Term Debt 253 304 363 270 324 Average Growth Rates Scientex Bhd Past Five Years Ending 01/01/0001 (Fiscal Year) Revenue +10.35% Net Income +8.29% Earnings Per Share +6.61% Capital Spending +2.24% Gross Margin +24.51% Cash Flow -30.05% KEY STOCK DATA P/E Ratio (TTM) 12.22(12/16/22) EPS (TTM) RM0.27 Market Cap RM5.20 B Shares Outstanding 1.55 B Public Float 631.84 M Yield 2.76%(12/16/22) Latest Dividend RM0.0500000007(01/09/23) Ex-Dividend Date 12/23/22 16/12/2022 5:44 PM Aati99 Pengarah syarikat dan pemegang saham besar telah membeli saham ni secara berturut-turut. Sebarang berita baik? 22/03/2023 2:03 PM  | APPS  I3 Messenger Individual or Group chat with anyone on I3investor  MQ Trader View candlestick stock charts with Technical indicators  MQ Affiliate Be rewarded by being an MQ Affiliate
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