| On behalf of the Board of Directors, I am
pleased to present to you the Group’s annual report for the financial year ended 31 July 2008
("FY2008").
The operating environment during FY2008
remained challenging due to keen competition
and high raw material costs. Despite the tough
operating conditions, I am delighted to report
that the efforts put in by the management over
the last few years, which included expanding
the customer base in the region, providing
more value added services to customers and
keeping a close tab on operating costs, had
continued to generate good results. For
FY2008, the Group reported higher revenue
and a profit of $13.5 million attributable to the
shareholders.
Performance Review
For FY2008, the Group’s revenue rose by 4.6% to $73.3
million from $70.1 million. The higher revenue was attributed
to improved demand and new product launches by
customers during the first quarter of FY2008.
Total operating expenses for the Group increased by 6.5%
to $59.5 million from $55.9 million. The increase in cost of
raw material usage was attributed to higher material costs
and higher sales. Staff costs, depreciation and other
operating expenses were relatively stable during the year.
Accordingly, the Group’s net profit declined from $15.0
million to $13.3 million, a reduction of 11.2%.
The financial position of the Group remained strong with
a net cash position of $43.3 million as at 31 July 2008. The
Group continued to generate positive operating cashflows
amounting to $20.3 million during FY2008.
Earnings per ordinary share for FY2008 and FY2007 were
2.25 cents and 2.49 cents, respectively. The Group’s net
asset value per ordinary share stood at 12.92 cents as at
31 July 2008 compared to 12.82 cents as at 31 July 2007,
an increase of 0.8% after the payment of dividends
amounting to $12.0 million on 12 December 2007 for
FY2007.
Proposed Dividends
Earnings per ordinary share for FY2008 and FY2007 were
2.25 cents and 2.49 cents, respectively. The Group’s net
asset value per ordinary share stood at 12.92 cents as at
31 July 2008 compared to 12.82 cents as at 31 July 2007,
an increase of 0.8% after the payment of dividends
amounting to $12.0 million on 12 December 2007 for
FY2007.
The Group’s dividend policy is to set aside at least 50% of
the Group’s profit for the payment of annual dividend,
subject to capital and business requirements of the Group.
The proposed dividend of two cents per share for FY2008
represents a dividend payout of 88.3% and a dividend yield
of 12.5%, calculated based on the closing share price on
the date of announcement of FY2008 results.
The proposed dividend is subject to the approval of the
members at the Annual General Meeting to be held on 28
November 2008. If approved, the dividend will be paid on
19 December 2008.
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