Tia Wei Ann

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Joined Jun 2024

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其实不看那个DC,专注把钱搞好现在的业务更好。毕竟Mahsing的销售,盈利和规模都跟Ecoworld差不多,市值却被拉低了这么多。
2 weeks · translate
最近的新闻才说新项目M Tiara 1年内卖了70%,而Property 的Revenue recognition是根据工程进度,所以业绩很难差很远的。

反正现在股息率比FD高一些,就当作存FD吧
2 weeks · translate
Really no improvement, EPS not even 1sen. EPS per quarter at least 2sen only worth current market value.
3 weeks · translate
不过已经连续2个季度没派息是关键,而去年是4个季度都派息。 其它股比如Matrix ,在bonus issue后也一样继续派息。
3 months · translate
If PE 30, consider future can buy; but PE 103, the price already mark up many yrs future.. plus past 2 yrs performance keep decreasing
3 months · translate
Queue but EPS still very low. SDS’s EPS 9 sen with market value RM422mil ; KOPI EPS 2 sen with market value RM1560mil! It has been very overvalued, even KOPI net profit increase by 400%, only at same level of EPS with SDS.

KOPI need achieve EPS with 9 sen and plus future value, only worth its current price. But currently EPS only 2 sen.
3 months · translate
公司给的递延盈利,会在下个季度补回来的说法是成立的。因为Budget 2025在2024年10月公布,公布了2025年1月1日后的房屋买卖合同的贷款利息才可以扣个人所得税,所以正碰上这个季度的时间点。

正碰上市场大回调,可以看看有没有机会收更多这种一年派4次股息且盈利稳定的公司的股票。
3 months · translate
But even profit increased, EPS per year too small, only 5.7sen.. if let say distributed 50%, dividend yield only 1%. Together with PE by 38, this meaning current share price already reflected very far future performance.

For long term value investors, when it’s PE around 25, and EPS is sufficient to distribute 3 to 5 % dividend yield, only consider good enter point.
3 months · translate
重点这市值已经反映未来了啊,且现在一年的EPS才2.6sen ,少到根本派不起股息。未来哪怕翻倍到5sen也根本派不了分红。 外面开一间知名franchise算它500万好不好,20间店也才1亿,它现在16亿市值就可以看出炒得多高了。
3 months · translate
It does not like MCD has it own specific menu. KOPI only have menu with same as other Nan Yang cafe.
3 months · translate
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