HarryTeo
reacted to
$HLIND(3301.MY$
#HLIND丰隆工业现金历史新高
#特别股息50分推高股价6年新高
#有钱不派息股价很难涨
At the end of 2016, I attended HLIND's shareholders' meeting. At that time, the average age of most shareholders ranged from 50 to 60. The company's Net Cash grew tenfold from RM169 mil in 8 and a half years to RM1,691 mil now. The ability to save money is amazing. As a result, many of the investors who bought at low prices in the early days held dividends, but the increase in stock prices has been relatively poor in the past few years, and only this year has ushered in a turning point.
After the profit broke through the RM300 mil mark in 2018-19, the stock price broke through a record high of RM12.30 in 2018. Unfortunately, profits have not been able to break through RM300 mil after the pandemic, so the stock price has remained stuck at RM9-10.
In fact, Harry has been calling for HLIND to pay a special dividend on FB Live for the past few years, but unfortunately Hong Leong Management didn't see it. It's really difficult for stock prices to rise if you have money without expanding and not paying special dividends. Recently, the company sold its subsidiaries to receive additional cash. Coupled with the company's cash increasing to a new high level of close to RM1.7 billion each year, the company was finally willing to pay a special dividend of 50 cents.
As soon as a special dividend was paid, profits grew slightly. In the past, this...
#HLIND丰隆工业现金历史新高
#特别股息50分推高股价6年新高
#有钱不派息股价很难涨
At the end of 2016, I attended HLIND's shareholders' meeting. At that time, the average age of most shareholders ranged from 50 to 60. The company's Net Cash grew tenfold from RM169 mil in 8 and a half years to RM1,691 mil now. The ability to save money is amazing. As a result, many of the investors who bought at low prices in the early days held dividends, but the increase in stock prices has been relatively poor in the past few years, and only this year has ushered in a turning point.
After the profit broke through the RM300 mil mark in 2018-19, the stock price broke through a record high of RM12.30 in 2018. Unfortunately, profits have not been able to break through RM300 mil after the pandemic, so the stock price has remained stuck at RM9-10.
In fact, Harry has been calling for HLIND to pay a special dividend on FB Live for the past few years, but unfortunately Hong Leong Management didn't see it. It's really difficult for stock prices to rise if you have money without expanding and not paying special dividends. Recently, the company sold its subsidiaries to receive additional cash. Coupled with the company's cash increasing to a new high level of close to RM1.7 billion each year, the company was finally willing to pay a special dividend of 50 cents.
As soon as a special dividend was paid, profits grew slightly. In the past, this...
Translated
18
HarryTeo
liked
$KAWAN(7216.MY$
#KAWAN全年营业历史新高
#现金也GaoGao
China's consumer stocks have mostly entered a bottleneck period in the past few years due to lack of demographic dividend stimulus. However, in 2023, the turnover of some food consumer companies improved greatly through acquisitions and exports.
Among them, F&N, OFI, HUPSENG, ABLEGLOB, APOLLO, and KAWAN have record sales figures. With the exception of KAWAN, the stock prices of several other companies have broken through 52-week highs. The gradual decline in the price of raw materials is also the main reason for these companies' margin and profit growth.
KAWAN is a frozen food company that everyone is familiar with. In 23Q3, there was a one-time loss close to RM4 mile, including foreign exchange losses and inventory cancellation. Assuming deductions, Q4's profit YOY can grow by more than 30%.
KAWAN's total PAT over the past 3 years is RM100.9 mil, and the average annual PAT is RM33.6 mil. Due to abundant production capacity, the company's CAPEX was not high, and the company's cash reached a new high year after dividends were paid. Therefore, the company will continue to shareBuyBack in 2024 with RM22.9 mil Share BuyBack, which is equal to 76% PAT in 2023.
In the outlook, the company said 2...
#KAWAN全年营业历史新高
#现金也GaoGao
China's consumer stocks have mostly entered a bottleneck period in the past few years due to lack of demographic dividend stimulus. However, in 2023, the turnover of some food consumer companies improved greatly through acquisitions and exports.
Among them, F&N, OFI, HUPSENG, ABLEGLOB, APOLLO, and KAWAN have record sales figures. With the exception of KAWAN, the stock prices of several other companies have broken through 52-week highs. The gradual decline in the price of raw materials is also the main reason for these companies' margin and profit growth.
KAWAN is a frozen food company that everyone is familiar with. In 23Q3, there was a one-time loss close to RM4 mile, including foreign exchange losses and inventory cancellation. Assuming deductions, Q4's profit YOY can grow by more than 30%.
KAWAN's total PAT over the past 3 years is RM100.9 mil, and the average annual PAT is RM33.6 mil. Due to abundant production capacity, the company's CAPEX was not high, and the company's cash reached a new high year after dividends were paid. Therefore, the company will continue to shareBuyBack in 2024 with RM22.9 mil Share BuyBack, which is equal to 76% PAT in 2023.
In the outlook, the company said 2...
Translated
35
HarryTeo
liked and commented on
$MAGNI(7087.MY$
#钱多到没地方花不如派发特别股息
Many Malaysian stock companies need to raise capital such as Right Issue and Private Placement to obtain capital due to lack of capital to operate. However, there are also a few dozen companies. The happy problem is that they have no place to spend money, and MAGNI is one of them. 0 loans and cash levels have broken through the RM471 mil mark.
MAGNI's stock price broke through a 52-week high due to outstanding performance in the latest quarter. Observing that NIKE's performance outlook for December last year was not as good as expected, I thought MAGNI would also be affected. As a result, the March results were amazing. Most likely because this year is the Paris Olympics, so there is an Olympic event every 4 years. As earnings grow, the dividend for FY2024 is expected to be between 11 and 13 points. However, the author still feels that MAGNI could go a bit bigger and distribute a special dividend of 5-10 points to shareholders. The stock price trend may be similar to HLIND and APOLLO.
Overall, NIKE's outlook for March is that FY24's turnover is expected to increase by 1%, mainly due to the slowdown in the Chinese market. The annual profit of FY24's MAGNI is expected to be a 3-year high. Since the 24 base is relatively high, the FY25 growth rate may be a single-digit% as a reference according to NIKE's guidelines.
Today's MagBi doesn't need to do much CAPE...
#钱多到没地方花不如派发特别股息
Many Malaysian stock companies need to raise capital such as Right Issue and Private Placement to obtain capital due to lack of capital to operate. However, there are also a few dozen companies. The happy problem is that they have no place to spend money, and MAGNI is one of them. 0 loans and cash levels have broken through the RM471 mil mark.
MAGNI's stock price broke through a 52-week high due to outstanding performance in the latest quarter. Observing that NIKE's performance outlook for December last year was not as good as expected, I thought MAGNI would also be affected. As a result, the March results were amazing. Most likely because this year is the Paris Olympics, so there is an Olympic event every 4 years. As earnings grow, the dividend for FY2024 is expected to be between 11 and 13 points. However, the author still feels that MAGNI could go a bit bigger and distribute a special dividend of 5-10 points to shareholders. The stock price trend may be similar to HLIND and APOLLO.
Overall, NIKE's outlook for March is that FY24's turnover is expected to increase by 1%, mainly due to the slowdown in the Chinese market. The annual profit of FY24's MAGNI is expected to be a 3-year high. Since the 24 base is relatively high, the FY25 growth rate may be a single-digit% as a reference according to NIKE's guidelines.
Today's MagBi doesn't need to do much CAPE...
Translated
35
3
HarryTeo
liked
Mandarin version
The latest corporate trends from CAPITALA and AX,
The most detailed and easy-to-understand explanation on the entire network
$AAX(5238.MY$ $CAPITALA(5099.MY$
The latest corporate trends from CAPITALA and AX,
The most detailed and easy-to-understand explanation on the entire network
$AAX(5238.MY$ $CAPITALA(5099.MY$
Translated
52
HarryTeo
liked
$FRONTKN(0128.MY$
#油气科技双引擎
#手握现金坐等良机收购
There are no companies directly benefiting from AI in Malaysia, but there are a few that benefit indirectly. One of them is FRONTKN because its main customers are Taiwan's Huguo Kamiyama TSMC. One of TSMC's customers is AI, NVIDIA, so FRONTKN's service for TSMC also serves NVIDIA indirectly. This statement is a bit ridiculous, but the stock price is the best proof. FRONTKN rose 26% this year (although FY23's profit fell 9.2%), and TSMC, a major customer, rose 41.5%.
In addition to the recovery of the technology business in 2024, the oil and gas business also accounts for 20% of the business. Therefore, our main customer, PETRONAS, continues to increase CAPEX this year, and FRONTKN will have another busy year.
Technology + Energy Oil & Gas = Growing 2024
In 2021 and 2022, FRONTKN bought land and built a new plant in Kaohsiung, Taiwan to meet the needs of major customers. Although 2023 is a downward cycle, previous expansions can finally contribute to 2024.
As CAPEX in 2022 came to an end, CAPEX in 2023 only spent RM15.1 mil and paid RM40.845 mil in dividends, which did not cost much money. As a result, after surviving in 2023, Net Cash will break through R...
#油气科技双引擎
#手握现金坐等良机收购
There are no companies directly benefiting from AI in Malaysia, but there are a few that benefit indirectly. One of them is FRONTKN because its main customers are Taiwan's Huguo Kamiyama TSMC. One of TSMC's customers is AI, NVIDIA, so FRONTKN's service for TSMC also serves NVIDIA indirectly. This statement is a bit ridiculous, but the stock price is the best proof. FRONTKN rose 26% this year (although FY23's profit fell 9.2%), and TSMC, a major customer, rose 41.5%.
In addition to the recovery of the technology business in 2024, the oil and gas business also accounts for 20% of the business. Therefore, our main customer, PETRONAS, continues to increase CAPEX this year, and FRONTKN will have another busy year.
Technology + Energy Oil & Gas = Growing 2024
In 2021 and 2022, FRONTKN bought land and built a new plant in Kaohsiung, Taiwan to meet the needs of major customers. Although 2023 is a downward cycle, previous expansions can finally contribute to 2024.
As CAPEX in 2022 came to an end, CAPEX in 2023 only spent RM15.1 mil and paid RM40.845 mil in dividends, which did not cost much money. As a result, after surviving in 2023, Net Cash will break through R...
Translated
32
HarryTeo
liked
$INTA(0192.MY$
INTA's valuation has been in single-digit PE for a long time, and its turnover and profit all broke through record highs in 2023. Stock prices had no momentum before because they hadn't obtained contracts for a while, so they couldn't attract investors.
As the saying goes: 3 years without opening, 3 years after opening. INTA obtained a total of 3 construction contracts with a total value of RM743 mils in April. The Order Book reached a record high, and the stock price once broke through the RM0.40 mark.
Assuming continued growth in 2024 and 2025, good returns are expected in the future. INTA is a bit like KSL in industrial stocks. The valuation is very low, and it is in a situation where the valuation is being revalued.
INTA's valuation has been in single-digit PE for a long time, and its turnover and profit all broke through record highs in 2023. Stock prices had no momentum before because they hadn't obtained contracts for a while, so they couldn't attract investors.
As the saying goes: 3 years without opening, 3 years after opening. INTA obtained a total of 3 construction contracts with a total value of RM743 mils in April. The Order Book reached a record high, and the stock price once broke through the RM0.40 mark.
Assuming continued growth in 2024 and 2025, good returns are expected in the future. INTA is a bit like KSL in industrial stocks. The valuation is very low, and it is in a situation where the valuation is being revalued.
Translated
43
1
HarryTeo
liked
1. The war situation in the Middle East has always been carried out in a “proxy war situation”. Pro-Iranian forces, such as Hezbollah in Lebanon, the Syrian government, Hamas, and Iraqi militias, have clashed with Israel's border
2. Iran has the largest armed army in the Middle East and is also seen as the supporter behind these “agents”
3. On April 1, 2024, Israel dropped several bombs on the Iranian consulate in the Syrian capital Damascus, killing some senior commanders and generals suspected of being in touch with “agents”
4. Iran says it will retaliate after the attack
5. According to reports, Iran's foreign minister notified the US a week ago that it would “proportionate and restraint” launch a “non-escalating” counterattack against Israel, and notified allies and Western countries
6. On Friday, the US said Israel would be attacked by Iran's drones within 24-48 hours. Iran issued an order asking the UN to condemn Israel to launch an attack otherwise
7. Iran attacked Israel as expected. Iran claimed that it had achieved the expected results and indicated that the punishment against Israel was over; at the same time, Israel also claimed that it had almost completely intercepted drones from Iran
8. Israel and neighboring countries, such as Jordan, Iraq, and Lebanon, announced the reopening of airspace
9. US says it condemns Iran but does not seek to get involved in war with Iran
Observation:
Judging from Iran's entire military operation, the early warning given in advance, plus the issuance...
2. Iran has the largest armed army in the Middle East and is also seen as the supporter behind these “agents”
3. On April 1, 2024, Israel dropped several bombs on the Iranian consulate in the Syrian capital Damascus, killing some senior commanders and generals suspected of being in touch with “agents”
4. Iran says it will retaliate after the attack
5. According to reports, Iran's foreign minister notified the US a week ago that it would “proportionate and restraint” launch a “non-escalating” counterattack against Israel, and notified allies and Western countries
6. On Friday, the US said Israel would be attacked by Iran's drones within 24-48 hours. Iran issued an order asking the UN to condemn Israel to launch an attack otherwise
7. Iran attacked Israel as expected. Iran claimed that it had achieved the expected results and indicated that the punishment against Israel was over; at the same time, Israel also claimed that it had almost completely intercepted drones from Iran
8. Israel and neighboring countries, such as Jordan, Iraq, and Lebanon, announced the reopening of airspace
9. US says it condemns Iran but does not seek to get involved in war with Iran
Observation:
Judging from Iran's entire military operation, the early warning given in advance, plus the issuance...
Translated
82
5
HarryTeo
liked
#低调派发股息
#小型Uchitec的模版
$MASTER(7029.MY$
MASTER has entered a period of free cash. Profits have risen steadily, dividends have been rising steadily, and stock prices have soared. Let's say you look back at MASTER's dividends for the past 4 years. In 2020, 6 points will be distributed, and in 2024, a 16 point dividend may be distributed (8 points announced).
The company doesn't have much CAPEX, and its cash level continues to break through record highs. Assuming single-digit growth and single-digit valuations every year, and so much money that there is no place to spend it, will special dividends be paid in the future? If you want to know how to look forward, click the YouTube link below 🔗
#小型Uchitec的模版
$MASTER(7029.MY$
MASTER has entered a period of free cash. Profits have risen steadily, dividends have been rising steadily, and stock prices have soared. Let's say you look back at MASTER's dividends for the past 4 years. In 2020, 6 points will be distributed, and in 2024, a 16 point dividend may be distributed (8 points announced).
The company doesn't have much CAPEX, and its cash level continues to break through record highs. Assuming single-digit growth and single-digit valuations every year, and so much money that there is no place to spend it, will special dividends be paid in the future? If you want to know how to look forward, click the YouTube link below 🔗
Translated
From YouTube
55
HarryTeo
liked
After years of researches and studies , finally TauRx released the full results and presentation of Phase 3 clinical studies of the flagship medicine named HMTM .
$GENTING(3182.MY$ is having a 20% stake in TauRx , in which it is currently not making profits as the principal product HMTM is still under development and yet to be commercialized.
With the data released from the clinical trials , it is likely that TauRx’s HMTM will get the approvals from authority of key...
$GENTING(3182.MY$ is having a 20% stake in TauRx , in which it is currently not making profits as the principal product HMTM is still under development and yet to be commercialized.
With the data released from the clinical trials , it is likely that TauRx’s HMTM will get the approvals from authority of key...
65
2
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)