Shawn Cheah

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Joined Oct 2023

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股价跌成这样,很多人看到股息高了,就上车了。要股息,买 REITs 买银行股不好吗?干嘛买这个。现在突然没股息了,问你们慌吗..... 今晚应该很多人睡不着了,都在想着明天的股价会如何走......
1 week · translate
赚了一辆 vios,再见了大家 hehehe
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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
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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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really? no more special dividend as per my expectation? 要回到正常派息率了?hehehehehe
if based on normal practice before year 2023, payout ratio is only 50% (also same as per dividend policy), which is only RM 0.17 dividend per year
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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
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IDSS and RSS player this time really barbeque liao hahahaha
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@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
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@ 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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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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