Johnny

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Joined Dec 2020

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可以cover掉的,今年也增加了电费
2 hours · translate
个人分析:
1.管理层已经在止血edenor,2026年下半年的财报预测都不会多好,不过2027年就会恢复正常,甚至会好过之前的财报,因为没有了edenor这个老鼠粪的阻碍
2.其实撇除edenor的亏损,塑料厂的盈利在逐年增加,这归功于之前管理层积极收购stenta,这个盈利的成长会慢慢填补发电厂税率的弱点
3.公司是现金牛,也在慢慢减少债务,gearing ratio 从去年的29%减少到21%,不排除会有特别派息的可能
4.现在的派息率是3.5%,公司赚36仙,拿10仙来派息,管理层也说派息率会逐年增加,派息率还有很大的上升空间,更别说撇除edenor过后公司的eps会上升,每年派息只会增加,不会减少

其实撇除edenor的问题,公司整体上上1是没问题的,现在就等年尾edenor的问题解决了,公司上回轨道move on
14 hours · translate
what do u mean give up?what i see is epf keep buying, no sign of epf sell this stock
1 month · translate
the current eps is 39 cents, after get rid of edenor, eps will further increase
1 month · translate
director and epf keep buying recently
2 months · translate
now the dividend payout ratio is just roughly 25% and increase every half year, just image after increase to 50%, the current dividend yield will double up until nearly to maybank level
3 months · translate
我还没拿到,请问是send去email的吗?
3 months · translate
5 sen dividend is declared, total dividend thsi year is 9.75 sens equivalent 3.5% dividend yield
5 months · translate
finally up up up
5 months · translate
in ur dream, now the PE is only 7, stable company with stable income from Don Sahong Dam, it will rebounce back to at least rm3 very soon after declare 5 sen dividend, haha
5 months · translate
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