LC Ng

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Joined Apr 2023

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股价越低,估值越来越吸引人
2 weeks · translate
Net cash per share was 78sen, and the current price is 65sen. NTA RM1.70, so P/B ratio only 0.38, really undervalued. Corporate exercises may happen anytime from now, either a bonus issue or a special dividend with reinvestment.
2 weeks · translate
产业业务的盈利比制铝业务盈利高,重点应该放在产业发展。SASAR和PSV 1已近完工,下个季度还会继续贡献盈利,之后就只剩下已完工50%的PSV 2贡献盈利,所以需要推出新的产业计划来维持盈利。
3 weeks · translate
Profit up but cash flow drop due to inventory and AR increased by RM52mil and payment to vendors increased by RM28mil
3 weeks · translate
delist只有两种可能,第一种是自己要delist,第二种是被bursa delist。除非公司赚大钱,自己想独吞,现在FBG没赚大钱,所以第一种不可能。第二种是财务出问题,很明显的FBG没有,所以第二种也不可能。
1 month · translate
正在做right issue却还在派股息,FBG在搞什么!
1 month · translate
现在买FBG肯定要收3-5年才能看到回酬
1 month · translate
土地交易预计在2028年下半年完成?用了近3年时间来收购土地,效率也太慢了吧!
1 month · translate
Why not wait until KSL historical low price at 27sen in Year 2008, or 40sen in Year 2020
2 months · translate
if dividend to be announced next year for the financial ended 2025, another round of DRP may be enforced bcos khoo family will not willing to pay SST from cash dividend.
3 months · translate
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