| Company |
Note |
Industry |
| Hextar
Industries Berhad |
Higher profit after tax due to
better profit margin achieved from the products’ sales mix. |
Agrochemicals |
| MBSB |
Lower
modification loss following the end of moratorium under repayment assistance
programme |
Banks |
| Southern
Cable |
Higher revenue, better product
mix and adjusted selling price in line with raw material prices. The group
delivered on purchase orders to Tenaga Nasional Berhad and other customers |
Building Material |
| PTT Synergy Bhd |
Stronger
contributions from construction segment |
Construction |
| Chin Hin Group Property Bhd |
Stronger contributions from
construction segment and commercial vehicle segment |
Construction |
| TRC
Synergy |
Despite
lower revenue but recorded a higher gross profit margin, largely attributed
to the recognition of final account of a completed project that perform
better than anticipated, together with the revision of budgeted cost of
certain projects. |
Construction |
| Harrisons
Holdings |
Gross margin increased slightly
from 12.44% to 13.19%, reversal for allowance for impairment of trade
receivables, decreased selling & distribution expenses |
Consumer Goods |
| Favelle
Favco Bhd |
Stronger sales and operations not affected
by Covid |
Crane |
| Insas
Bhd |
Strong
performance from associates |
Diversified
conglomerate |
| Minda Global |
Higher revenue due to higher active
student numbers. Quarter 4 is significant to the group being the major intake
for the year. Therefore, it contributes additional ancillary income like
registration fees. |
Education |
| PIE
Industrial Berhad |
Higher
demand from new and existing customer for electronics manufacturing
activities (EMS). Obtain new product order and increased orders for EMS.
Reversal of provision for slow moving inventories and lower administrative
and distribution expenses. |
EMS |
| T7 Global Bhd |
Improved revenue attributed by the
recovery in oil & gas activities in the region notably for operation
& maintenance activities, integrated well services activities and
recruitment & manpower services. |
Energy |
| Hup
Seng Industries |
Stronger
domestic sales and export market increase from Myanmar, Indonesia, Vietnam
and Thailand. Declining prices of
certain raw materials also lead to higher profit |
Food
& Beverage |
| Nestle Malaysia |
Higher domestic and export sales, timing
of expenses and cost savings initiatives |
Food & Beverage |
| Farm
Fresh Bhd |
Positive
sales momentum accompanied with launching of new product, further boosted by
the School Milk Program. |
Food
& Beverage |
| Enest Group |
Additional revenue contribution from
pharmacy business and increase in revenue generated from edible bird nest
business segment |
Food & Beverage |
| MAG
Holdings |
Increased
sales from the prawn aquaculture business |
Food
& Beverage |
| RGB International |
Increaes in number of products sold |
Gaming |
| Magnum
Bhd |
Higher
sales due to higher number of draws |
Gaming |
| KPJ |
Patients visit increase from 780k to 820k
in the quarter. Higher bed occupancy rate at 64% from 46% |
Healthcare |
| Lee
Swee Kiat Group Bhd |
Strong
domestic sales, satisfactory operating activities for mattres division for
domestic market but latex division for export market remain weak with
capacity utilization of about 50%. The average latex price was trending lower
in Q4 2022. |
Household
Goods |
| SKB Shutters |
Increase in sale of shutters and racking
products |
Industrial Products |
| Taliworks
Corporation Berhad |
Higher
metered sales for water treatment and supply segment, higher electricity and
chemical rebates, higher electricity rebates arose from higher electricity
cost due to TNB's ICPT surchage, toll division recorded higher revenue due to
growth in Average Daily Traffic |
Infrastructure |
| CI Holdings |
Increase demand from Middle East and
African regions. Lower RBD Palm Olein prices moderated the increased in total
revenue. Better margin and lower container freight rate increase operating
profit |
Palm Oil |
| Sime
Darby Plantation |
Record
performance by downstream operations, Sime Darby Oil due to higher margin
generated by Asia Pacific bulk which mitigated lower margins recorded in
European refineries. Higher and better production in Indonesia, Papua New
Guinea and Solomon Islands operations although higher estatecost due to
increase in fertiliser and fuel price. One of profit of RM 291 million gain
from the disposal of land in Malaysia and the earned-out settlement for the
disposal of a former subsidiary in Liberia. |
Palm
Oil |
| IOI Corp |
Lower contribution from plantation
segment, but mitigated by higher margin from oleochemical and refining
sub-segment |
Palm Oil |
| Apex Healthcare Berhad |
1) Market demand for
pharmaceuticals, consumer healthcare products and medical devices,
particularly for respiratory illnesses, continued to remain strong.
2) Penang based associate Straits Apex Group Sdn Bhd deliver better profit
uninterrupted production allowed it to clear order backlogs and fulfil new
orders from customers.
3) Xepa-Soul Pattinson (M) Sdn Bhd commenced a RM 5.4 million project to
add two buildings at its campus in Cheng, Melaka, to house expanded Quality
Control laboratories as well as staff service areas to support revenue
growth. L’oreal Malaysia Sdn Bhd appointed Apex Pharmacy Marketing Sdn Bhd to
sell and distribute its La Roche Posay brand of dermo-cosmetic products
exclusively to private sector. |
Pharmaceutical |
| KLCC Properties Holdings Berhad |
Property
- Attributed to the lower rental assistance, higher revenue rents and
advertising income.
Hotel - High occupancy recorded (Q42022) coupled with improved F&B
performance during the quarter has translated to higher revenue |
Property |
| Guocoland |
Lower administrative cost and
higher profit recognition from associates involved in Rawang project |
Property |
| Eastern & Oriental Berhad |
Strong
constribution from property (The Meg) and hospitality segment (Hotel in
Penang) |
Property |
| Maxim
Global Berhad |
Strong contribution from
property segment, recognition of revenue and profit from the delivery of
vacant possession of project located at Alam Damai, Cheras and Labuan FT. |
Property |
| YTL Corp |
Strong performance from hotel segment |
Property |
| Titijaya Corp Bhd |
Lower Cost of Goods sold |
Property |
| Plenitude Bhd |
Higher
sales from completed units from Project at Taman Putra Prima, Selangor and
Sungai Petani, Kedah. Higher revenue from hotel business coupled with the
addition of Ascott Gurney Penang and Travelodge Osaka. |
Property |
| Ayer
Holdings Bhd |
Higher revenue recognition from
on going development project, namely Bromelia |
Property |
| FCW Holdings |
Increased
progress billing on higher percentage of completion from ongoing phase 2 of
Riana Dutamas Project |
Property |
| HCK
Capital Group |
Higher sales and increase in
progress development from property projects |
Property |
| Sime
Darby Property |
Strong property sales, higher occupancy
for investment properties, strong recovery for leisure division (Event,
function, F&B) |
Property |
| Pavillion Real Estate Investment
Trust |
Higher rental billings, increase
in revenue rent and income from advertising after all economic sectors and
businesses resume their businesses post pandemic. |
Reit |
| Atrium Real Estate Investment Trust |
Higher
gross revenue, lower property expenses and higher interest income.
Higher funds and deposits rates offered during the quarter. |
Reit |
| IGB
Real Estate Investment Trust |
The higher total revenue, net
property income and profit after taxation were mainly due to the lower rental
support provided to tenants in the current period-to-date arising from the
economic reopening and improving retail sales of tenants. |
Reit |
| Atlan Holdings Berhad |
Duty
Free Segment - The increase in revenue
was mainly because all of the
retail outlets were in full operations in the current quarter under
review.
Automotive - Higher orders received from certain customers |
Retail |
| Padini
Holdings |
Continuous recovery from
pandemic |
Retail |
| Amway Malaysia |
Driven
by new launch such as XS Ignite and Artistry Vitamin C+HA3 serum as well as
stronger sales from personal care product due to pre-price increase buy up |
Retail |
| KKB
Engineering |
Higher gross profit recognition
from the Steel Fabrication division with improved margin |
Steel |
| Redtone Digital Bhd |
Higher
revenue registered by the Managed telecommunication network services (MTNS)
segment |
Telco |