Shawn Cheah's comment on SIME

Shawn Cheah · 2024-12-18T12:42:30+08:00

上个月在 2.2x 买了几千 lot 明年发达靠这支了 Update (2025.July) ____ 这批货在2月 2.2x-2.3x 的时候套现卖完了

Shawn Cheah

看了maa官方数据，市场上有太多老旧和冷门的品牌，中国车只会吃掉他们市场份额，对 perodua 和 proton 国产车几乎没影响
有5-6% 股息已经不错了，趁低买就对了，股息股可以放长期

1 Like · 3 months · translate

Yike

進口車稅還是很高吧。。。

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Yike

a lot Hilux nowadays... drive very fast

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Shawn Cheah

好多空军... 这轮空军烧到手了
从上个星期 1.64 就开始在卖空.... 结果越卖越升，差不多要到时间补票了

1 Like · 3 months · translate

Yike

可以了，還是很多人買Hilux 鐵硬

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Shawn Cheah

今天 1.7 short sell 大约有 45k lots，这个星期没跌破回1.68都亏死他们

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Yike

好像還能飛哦，穩穩。。。

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路人

2月就套现？2000lot卖掉了？

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Shawn Cheah

你在说什么？现在8月了咯·~~........... 如果没记错，2月的时候我只剩几百 lot，2000 lots 应该是下半年的事了
你有兴趣的话自己爬下贴，接近1000个 comment慢慢看

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Shawn Cheah

你爬完1000个comment过后如果对哪一个交易有质疑的话，我可以post图给你看的......
我之前有特地开了一个fb小号用来post交易图，他们都看过
今天我卖了150 lots，剩 2050 lots........

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路人

就说还有2000lot在不就完了，看你标题7月更新说2月套利完才问下。

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Shawn Cheah

因为我现在的均价已经拉下来1.6x了，有人没爬贴就以为我是拿去年2.2x的货拉下来的，说我吹水
想都知道不可能啦，我哪里可能有本事从2.2x 拉去1.6x =.= 我是2.0x之后开始重新入场慢慢买的。避免没爬贴的人误会所以标注在标题

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Yike

穩穩 Hilux 還是有market

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Shawn Cheah

空军这次傻眼了，两天升了5%， T+3 要烧到手了
昨天 RSS 45k lots，多两天要补票的时候又要升多一次了

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Yike

前面他們賺了，回點沒事

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Shawn Cheah

如果两天内炸不下去，他们要补45k lots可能会推到1.8

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Hew Kiong Peng George

See u rm2 sime

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Yike

雞金一直賣了又買，他們之間互相換手

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Lionel Essi

Yike. 不然他们怎样出粮给我们继续good luck.

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Yike

菊花都可以自己印了都不差那點米

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Shawn Cheah

昨天45k lots 卖空，才过了都不到一天还没补仓消化，今天还有人敢继续卖空
我现在是隔岸观火，看空军跟空军互相残杀

1 Like · 3 months · translate

Shawn Cheah

有人丢票让空军平仓了 =.=
等下个星期出QR net profit 500m拿股息

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Yike

空軍跟雞精肯定有不止一腿。。。

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Yike

等下應該會有annoucement transfer sbl

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Mus Mersal

idss. BMW, Porsche, Jaguar, Land Rover, Volvo, Ford, Hyundai, Kia, BYD, Mazda, Toyota got many car sale qr will be good.

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Shawn Cheah

Apr-Jun car sales volume sudah drop lah, please get the first source of information from automobile association, they release the data on monthly basis

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路人

都商量好的，空军是有组织的不是在赌的。

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Yike

空軍打得過莊家，他們也是有bot 操盤

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Shawn Cheah

旅行回来了.... wc.... 涨了那么多，之前 que buy 的 1.60 和 1.61 也在昨天 matched 到了

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Yike

真的sibeh hoseh liao

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Shawn Cheah

刚刚 contra 了一笔在价位 1.73 和 1.70

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Shawn Cheah

这业绩不错，dividend 果然是 0.10，不过卖地应该有 special dividend的，怎么没出

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Yike

賣地皮的嗎。。。。。。。。

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Shawn Cheah

这次卖 MVV 地的 gain on disposal RM 443m
核心业务的 net profit 是 RM 320m
照理来说 320m 应该不足以派 0.10 dividend，所以这个 0.10 dividend 应该是已经包括卖地 443m 的dividend

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Shawn Cheah

还有神奇的一点，4-6月的汽车销量比 1-3 月低了很多，可是销售额却明显增加很多
看来大家都买贵车了，可以一辆顶两辆

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Yike

怕關稅會起價所以土豪快快買

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Mr Goat

All in. dont wait. wait = profit lari ady. FLYING TO RM2

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KC Chiok

2.0 is possible based on the result

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Consultant88

Excluding one-off items, the group said quarterly core net profit was 13% lower at RM334mil.

Quarterly revenue dipped to RM17.76mil from RM18.79mil in the comparative quarter in FY24.

Really good ah?

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Mr Goat

This counter beside give dividend. nothing to look ady since ady at matured stage of business. How much they earn, How much they declare the dividend. Sales sure got up and down and sure 1 day will up back. this is the cycle and pick the right time to buy. It is reasonable to give dividend if they not plan to expand their size of the company.

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KC Chiok

that dividend is going to attract short term investor

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Shawn Cheah

@ MR Goat yea correct, i treat this stock as a dividend stock, with minimum DY 6%. Just collect for dividend purpose

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Shawn Cheah

@Consultant88, total net profit of the year is RM 2,061 mil, excluding the one-off gain and the special dividend, the net profit from core business is still at RM1,158m. Without considering the one-off gain next year, if the net profit maintain at range of 950m–1150m, the minimum dividend yield will still be 6%

and I believe 950m is already the worst case scenario. It will either be maintained or increase in the future. If you are a dividend investor, you will know what that means

1 Like · 3 months · translate

Consultant88

thank you and the market already given the answer = good result and flying

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Shawn Cheah

IDSS and RSS player this time really barbeque liao hahahaha

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Mus Mersal

what is the tp

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Jian Wei

The dividend yield will support the price

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Peng Zhong Wong

干这个app，常常显示错误资料，明明股息接近8%，它写成2%，都不懂是不是故意的

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Shawn Cheah

我能随时套利不再回来了 (除非再跌回去 1.6x)，现在这 profit 已经够我买一辆 vios 了，功成身退，谢谢大家~
另一个 stock 也在月头的时候已经慢慢买入布局中

2 Like · 3 months · translate

Skylar

Shawn哥，那一个股布局中？

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Jian Wei

如果magnum 跌能买，umobile 的ipo要来了

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Yike

跟Shawn買就對了。。。穩穩

1 Like · 3 months · translate

Shawn Cheah

全年 net profit 2billion，减掉不看 one off gain 900m，全年 net profit 都还有 1.15 billion，payout ratio 70% = dividend RM0.12 per annum，相等于 7% DY
昨天 IDSS 的人都已经亏到脱裤了，今天一大早还有人在继续 IDSS 卖空 sime，这些人是傻了吗?..... 不看财报的吗?.............. 7% 股息，那么高的股息，你要怎样做空?..........

就算明年业绩继续变烂跌去 900m net profit，股息都还有 6%，怎样做空.......

这些人是不是没看财报....... 以为股价暴涨是因为卖地?...... 所以继续做空

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Yike

這個是百年公司那有那麼容易bbq .. 都經歷過二戰的

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Mr Goat

The income is recycle in every 7-10 years due to car lifespan. good luck those bought RM1.58-1.68. no more cheap collection after this. BYD sales will going to surpass other brand too due many good news like CKD factories in Tanjung Malim to boost customer confident, price cut and other new models.

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Shawn Cheah

而且这次的 Q4 还带出了利好消息
1. 汽车销量受周期性消费影响下跌，再加上中国车入侵市场，SIME 的汽车业绩反而是上升的，这代表了他的品牌竞争力非常强，不受同行威胁
2. australia 本该受马币升值影响而导致 revenue 下跌，但是国外建 data center 的 demand 增加，直接带动了 revenue 上升，甚至打破了汇率带来的负面影响
3. 两次卖地总共 900m 左右，只有 126m 在Q1的时候用来派 special dividend 了，剩下的会用来还 loan，再加上7月降息了，这会大大降低公司接下来的 borrowing loan interest
4. 还有别忘了还有一个7月的公告，SIME 打赢了一场官司，有 360m 的赔偿金

IDSS player不看财报..... 输到脱裤

3 Like · 3 months · translate

Yike

單單賣Hilux 就穩穩了

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Mr Goat

The states of Sarawak is good in buying Hilux. haha thank Sarawak. Come to Sarawak, Rmb respect Hilux.

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Shawn Cheah

赚了一辆 vios，再见了大家 hehehe

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KC Chiok

恭喜老板赢了一辆vios

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Mr Goat

haha good byes. cuci cuci.

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Lionel Essi

Wait lah. Let water fishes throw tickets first then fly again. Good luckiest.

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路人

下跌时抱，上升时丢。是不是倒反操作了？

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Robert Kuok

too bad. miss the boat

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Yike

no more cheap2... daijoku market always open, always got chance

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Shawn Cheah

今天收到了 SIME 的股息 RM 17k，我都差点忘了这个让我赚大钱的股
距离下一次股息还有11个月，希望这11个月的时间里面，有机会再次跌破 rm2，到时再回来跟大家见面

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Bsh Max

i thought March will have another dividend payment?

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Shawn Cheah

3月的股息才那1%，少到可以忽略不计..... saving account 都比它多

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Shawn Cheah

重新留个脚印，希望今年结束前可以重新跌破rm2

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Yam Fook Wai

AGM 的Rendang Ayam好料

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Boo

Yam AGM 有什么值得注意的点吗？可以分享一下吗？

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Shawn Cheah

旅游中，排队1.97两个星期，今天买到了。1.8x继续排

1 Like · 1 week · translate

Kong Chai Yuen

你们放手啦。我期待可以排1.65。

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Gerbilg Rat

@Kong, 应该有可能来，等等看

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Shawn Cheah

跌破 RM2 的愿望已经实现
下一个目标，希望今年能回到 1.7-1.8 左右

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Kong Chai Yuen

跌破1.89 了。再等等

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LuLaLa

不知道可不可以等到1.5 哈哈哈

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Sinyong Lee

我排在1.6等了。。。

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Liew Dekka

1.2 比较好。。。。。。。。

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Kong Chai Yuen

10年graph都没有1.2啦。你卖我ok?

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Shawn Cheah

买到了 1.86

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Kong Chai Yuen

将快扫货？.......

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Shawn Cheah

不算扫货吧，只买了一点，我每个价格都会分批排队买入，同时排几个不同的股，不会一次 all in
越跌的价格，就会买越多，倍增法

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Jian Wei

Qr consider ok?

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KC Chiok

I would read it ok, revenue seems comparable QoQ, profit halved need to see what stories inside

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Diu DIU DIU

this qr inside statement some bad,this price in this moment not cheap jo.......

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Shawn Cheah

the QR result is consider bad for me......
no need talk about selling car segment, because they are playing well in this market and revenue is quite stable
but for the australia part, the performance drop was so bad......

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Kong Chai Yuen

Petaling Jaya, 27 November 2025 – Sime Darby Berhad (Sime) reported a net profit of RM355 million for its
first quarter ended 30 September 2025 (Q1 FY2026). This was lower than the corresponding quarter of the
previous financial year (Q1 FY2025), which benefitted from a one-off gain from the disposal of Malaysia Vision
Valley (MVV) land. Nevertheless, the Group maintained a stable underlying performance despite ongoing
market headwinds. This was supported by sustained revenue of RM18.03 b

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KC Chiok

Yes the revenue is consistent in my view

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Kong Chai Yuen

yes. it's actually consistent

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Shawn Cheah

the growth in the car segment was offset by the decline in the industrial segment.
Why I say the QR result is considered bad for me?
Because the growth in the car segment has most likely already reached its ceiling, there is no room for further expansion.
And yet, the MYR continues to strengthen, which will further affect the industrial segment to drop more, offsetting revenue and leading to weaker results in next QR.
But in term of dividend return, it is still attractive for me, so i will still collecting slowly

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KC Chiok

Good analysis, thanks for sharing

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路人

umw增长，本地组装业务下滑，还有说好的年尾emo2还没出产，出租电池应该要换政策，卷不过外国电池，电池已经不值钱了。

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Shawn Cheah

无端端弹上来.......... contra 赚了 6%

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Jian Wei

Share price went up anyway

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Kong Chai Yuen

congratulations，看来国家队扫很多

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Shawn Cheah

升破 RM2 了，这次只赚了一点小钱，出完货清仓了，我又要再次消失了
今天真是个好日子，另一边 timecom 也升了 10%
等跌破 1.9 再回来，再次谢谢大家

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Diu DIU DIU

this kind qr also can upside 2.00........this more pro today......tuhan tolong,apa pun boleh happen....Hahahahaha

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Kong Chai Yuen

国家队最爱的counter

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KC Chiok

国家队淋湿头了没办法了

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