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In terms of growth, this company is very very good.. But looking at their balance sheet, that's quite worrying, which I believe one of the factor of the price did not fly.. Their borrowings grow too fast in the past years, their capex is like around 10 times their earnings..
Therefore they did PP 2 times last year which really disappointed their shareholders..
anw, investment is an art and very subjective, I cant say u r right and u can't say other is wrong too. 2 times PP last yr had diluted the share ~20%, which surely disappoint some shareholders. Maybe u r fine but u can't force everyone to accept tt fact as u do.
And diff investors hv diff risk level, sm investors r just not comfortable with company that spend capex much more than the earnings. When ppl don't echo your view, it doesn't mean they don't study, hello? so pls show some respect :)
Happy invest, may I know where did you get the news that Karim is reducing its holding of scib and kpower TO increase his position in serbadk? Karim sold a lot kpower in Dec, but ever since the PP news, Karim never increase his serbadk yet but reducing 20MILLIONS of share! of cos, he is waiting for PP to get cheaper price.
And where did u get the news that EPF keep increase his holdings? ever since PP news, they have sold out 9.312.000 and only bought 5.644.200, means total they sold out 3.667.800, which also means in the past 2 months, theyre not increasing but reducing? pls be more responsible to yr statement! thanks :)
hi,jehonathan.all of this you can refer to the shareholdings changes. I just use the shareholdings changes between mar to now to compare it.like epf in 9 mar 2020 just holdings about 6.42%,but now is 9.5%. and in that time, karim just 21.5% but now increase to 26.88%. maybe already missunderstanding my meaning,i just said about the total result but not the recently issue because i just mention about half year . but the pp will coming soon, so i think that also karim share buy back signal.
Dear 'Pro Investor Wang', I couldn't argue anymore with ur statement in which there is no right or wrong in investment. I strongly agree with ur statement. However, pls read carefully the announcement, Karim didnt dispose mother share of the company. Karim sold warrants of the company je. Pls be responsible with ur statement :) and happy investing.
