Latest news with #SDGuthrieBerhad
Yahoo
17-05-2025
- Business
- Yahoo
There May Be Underlying Issues With The Quality Of SD Guthrie Berhad's (KLSE:SDG) Earnings
SD Guthrie Berhad's (KLSE:SDG) robust earnings report didn't manage to move the market for its stock. Our analysis suggests that shareholders have noticed something concerning in the numbers. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Importantly, our data indicates that SD Guthrie Berhad's profit received a boost of RM538m in unusual items, over the last year. While it's always nice to have higher profit, a large contribution from unusual items sometimes dampens our enthusiasm. When we crunched the numbers on thousands of publicly listed companies, we found that a boost from unusual items in a given year is often not repeated the next year. Which is hardly surprising, given the name. Assuming those unusual items don't show up again in the current year, we'd thus expect profit to be weaker next year (in the absence of business growth, that is). That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. We'd posit that SD Guthrie Berhad's statutory earnings aren't a clean read on ongoing productivity, due to the large unusual item. Therefore, it seems possible to us that SD Guthrie Berhad's true underlying earnings power is actually less than its statutory profit. But at least holders can take some solace from the 26% EPS growth in the last year. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. Case in point: We've spotted 2 warning signs for SD Guthrie Berhad you should be mindful of and 1 of these can't be ignored. Today we've zoomed in on a single data point to better understand the nature of SD Guthrie Berhad's profit. But there is always more to discover if you are capable of focussing your mind on minutiae. Some people consider a high return on equity to be a good sign of a quality business. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Sinar Daily
06-05-2025
- Business
- Sinar Daily
SD Guthrie marks historic tariff-free sustainable palm oil shipment to UK under CPTPP
A total of 8,000 metric tonnes of fully traceable and segregated CSPO, produced entirely from SD Guthrie's supply chain in Sabah, arrived at the company's Liverpool refinery on April 4. SD Guthrie Berhad group managing director,Datuk Mohamad Helmy Othman Basha (centre, sixth from right) celebrates the departure of the first tariff-free palm oil shipment under the CPTPP agreement from Kunak Port, together with the company's senior upstream operations management team in Sabah. United Kingdom's SD Guthrie International Liverpool Refinery manufacturing operations manager Tim Pemberton (fourth from right) dressed in traditional Malay attire, celebrates the arrival of the first tariff-free palm oil shipment from Malaysia to the UK under the CPTPP agreement together with the workers at the refinery. SHAH ALAM - SD Guthrie Berhad has achieved a major milestone in international trade and sustainable agriculture, following the arrival of its first-ever tariff-free shipment of Roundtable on Sustainable Palm Oil-certified sustainable palm oil (CSPO) into the United Kingdom under the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP). A total of 8,000 metric tonnes of fully traceable and segregated CSPO, produced entirely from SD Guthrie's supply chain in Sabah, arrived at the company's Liverpool refinery on April 4. Describing the shipment as a proud moment for the company, SD Guthrie's Group Managing Director Datuk Mohamad Helmy Othman Basha said the delivery marked a key chapter in strengthening Malaysia–UK trade ties and demonstrated the company's capability to supply top-quality, sustainable palm oil at scale. 'This milestone highlights not only the strength of Malaysia–UK trade relations but also SD Guthrie's strong commitment to ensure quality, traceability and security of sustainable palm oil supply to our discerning customers in the UK,' he said. The cargo, transported aboard the Dolphin 19 from Kunak Port, Sabah, was shipped on Feb 19 and underwent rigorous testing to ensure minimal levels of mineral oil saturated hydrocarbons (MOSH) and aromatic hydrocarbons (MOAH), reinforcing its commitment to food safety and quality. The CPTPP, a high-standard free trade agreement among 11 Pacific Rim nations including Malaysia, came into full effect for the UK on 15 December 2024. As part of the deal, tariffs previously ranging between 2% and 10% on Malaysian palm oil products entering the UK were removed, providing a significant boost to exporters like SD Guthrie. While SD Guthrie's UK-bound supply has traditionally been sourced from its operations in Papua New Guinea, the Sabah-origin shipment reinforces the company's capacity to diversify supply points while maintaining consistent standards. 'Depending on market conditions and customer requirements, we can offer customers the security of supply they need to run their businesses, from Malaysia or PNG,' Helmy added. SD Guthrie's Liverpool refinery plays a vital role in the UK's food industry, supplying approximately 50 to 55 per cent of the nation's palm oil demand. Its products are used widely, from deep fryers in traditional fish-and-chip shops to ingredients in baked goods and iconic British confectionery. Crucially, the consignment's traceability guarantees that every drop of palm oil can be traced back to specific estates and mills within SD Guthrie's Sabah operations. The segregated CSPO supply chain ensures the oil remains uncontaminated by conventionally produced palm oil throughout its journey, from plantation to refinery. More Like This
Yahoo
03-05-2025
- Business
- Yahoo
We Think That There Are Some Issues For SD Guthrie Berhad (KLSE:SDG) Beyond Its Promising Earnings
SD Guthrie Berhad's (KLSE:SDG) healthy profit numbers didn't contain any surprises for investors. We think this is due to investors looking beyond the statutory profits and being concerned with what they see. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Importantly, our data indicates that SD Guthrie Berhad's profit received a boost of RM538m in unusual items, over the last year. While it's always nice to have higher profit, a large contribution from unusual items sometimes dampens our enthusiasm. When we crunched the numbers on thousands of publicly listed companies, we found that a boost from unusual items in a given year is often not repeated the next year. Which is hardly surprising, given the name. If SD Guthrie Berhad doesn't see that contribution repeat, then all else being equal we'd expect its profit to drop over the current year. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. We'd posit that SD Guthrie Berhad's statutory earnings aren't a clean read on ongoing productivity, due to the large unusual item. Therefore, it seems possible to us that SD Guthrie Berhad's true underlying earnings power is actually less than its statutory profit. The good news is that, its earnings per share increased by 16% in the last year. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. So if you'd like to dive deeper into this stock, it's crucial to consider any risks it's facing. When we did our research, we found 3 warning signs for SD Guthrie Berhad (1 shouldn't be ignored!) that we believe deserve your full attention. This note has only looked at a single factor that sheds light on the nature of SD Guthrie Berhad's profit. But there are plenty of other ways to inform your opinion of a company. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
28-04-2025
- Business
- Yahoo
SD Guthrie Berhad Full Year 2024 Earnings: Beats Expectations
Revenue: RM19.8b (up 7.6% from FY 2023). Net income: RM2.16b (up 16% from FY 2023). Profit margin: 11% (in line with FY 2023). EPS: RM0.31 (up from RM0.27 in FY 2023). Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 46%. The primary driver behind last 12 months revenue was the Downstream segment contributing a total revenue of RM18.0b (91% of total revenue). Notably, cost of sales worth RM17.3b amounted to 87% of total revenue thereby underscoring the impact on earnings. The most substantial expense, totaling RM473.9m were related to Non-Operating costs. This indicates that a significant portion of the company's costs is related to non-core activities. Explore how SDG's revenue and expenses shape its earnings. Looking ahead, revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Food industry in Malaysia. Performance of the Malaysian Food industry. The company's shares are up 2.2% from a week ago. It is worth noting though that we have found 3 warning signs for SD Guthrie Berhad (1 shouldn't be ignored!) that you need to take into consideration. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
25-04-2025
- Business
- Yahoo
SD Guthrie Berhad (KLSE:SDG) Is Increasing Its Dividend To MYR0.1171
The board of SD Guthrie Berhad (KLSE:SDG) has announced that it will be paying its dividend of MYR0.1171 on the 23rd of May, an increased payment from last year's comparable dividend. This takes the annual payment to 3.5% of the current stock price, which is about average for the industry. We've discovered 2 warning signs about SD Guthrie Berhad. View them for free. We like to see a healthy dividend yield, but that is only helpful to us if the payment can continue. The last payment was quite easily covered by earnings, but it made up 155% of cash flows. This signals that the company is more focused on returning cash flow to shareholders, but it could mean that the dividend is exposed to cuts in the future. Over the next year, EPS is forecast to fall by 22.7%. Assuming the dividend continues along recent trends, we believe the payout ratio could be 70%, which we are pretty comfortable with and we think is feasible on an earnings basis. Check out our latest analysis for SD Guthrie Berhad SD Guthrie Berhad has been paying dividends for a while, but the track record isn't stellar. Due to this, we are a little bit cautious about the dividend consistency over a full economic cycle. The dividend has gone from an annual total of MYR0.07 in 2018 to the most recent total annual payment of MYR0.164. This implies that the company grew its distributions at a yearly rate of about 13% over that duration. Despite the rapid growth in the dividend over the past number of years, we have seen the payments go down the past as well, so that makes us cautious. Growing earnings per share could be a mitigating factor when considering the past fluctuations in the dividend. We are encouraged to see that SD Guthrie Berhad has grown earnings per share at 78% per year over the past five years. The company doesn't have any problems growing, despite returning a lot of capital to shareholders, which is a very nice combination for a dividend stock to have. Overall, we always like to see the dividend being raised, but we don't think SD Guthrie Berhad will make a great income stock. With cash flows lacking, it is difficult to see how the company can sustain a dividend payment. This company is not in the top tier of income providing stocks. It's important to note that companies having a consistent dividend policy will generate greater investor confidence than those having an erratic one. However, there are other things to consider for investors when analysing stock performance. To that end, SD Guthrie Berhad has 2 warning signs (and 1 which shouldn't be ignored) we think you should know about. Looking for more high-yielding dividend ideas? Try our collection of strong dividend payers. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
