Chengkai Kok's comment on HIBISCS. All Comments

Chengkai Kok
2 Like · Reply
Expected EBITDA contribution of USD135 million in CY 2022
izzit mean hibiscus worth RM 1.50 above
limit up oledi jibai

important is funding no problem, they no ready to do any right issue
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Lik Yam Wong
assume pe12 and rm250million net profit after depreciation and amortization, it worth rm1.50 per share, great
Like · 3 years · translate
Chengkai Kok
RM 1.50 dunno la.. but sure not only 0.70.. key point for retailer is no right issue so who still wan to sell below 0.80 on Tuesday???
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Up Trend
great study both of u. haha ;)
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Khee Fei Phan
may I know how they do the funding ya?
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Khee Fei Phan
I scare I misunderstand the announcement info
Like · 3 years · translate
Chengkai Kok
khee fei phan
Source of funding for the Proposed Acquisition
The funding of the Purchase Price will include a combination of the following:
(i) the net proceeds raised from the placement of the first and second tranche of the private
placement of Islamic Convertible Redeemable Preference Shares (“CRPS”) of about
RM197.7 million as at 30 April 2021;
(ii) potential funds to be raised from subsequent tranche(s) of the private placement of CRPS;
(iv) internally generated funds and boro bank
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Like · 3 years · translate
h zp
又pp 股量这么多了。。。。。
Like · 3 years · translate
Chengkai Kok
h zp 你 等不到right issue 是不是有點失望咧 哈哈哈。。不要緊,下一回它一定等你的。
1 Like · 3 years · translate
Khee Fei Phan
至少不是RI就好咯。这一次收购金额那么大,公司现金肯定没有那么多,PP是预料之中的。至少这个PP我们都知道钱用在哪里,好过有些公司一直PP都不懂钱花在哪里。
不过这是见人见智啦,这是我的看法
2 Like · 3 years · translate
Chengkai Kok
khee fei Phan 他們的 20億 crps 計劃跑了兩輪罷了,目前還在進行中估計不會像第一輪跟第二輪那麼便宜了。。。
銀行借錢不是問題畢竟他們是已經有個有利可圖的資產要買。
借也不多啦,比起其他油氣公司的債務
Like · 3 years · translate
h zp
kok 还有下回meh 。。。
Like · 3 years · translate
Chengkai Kok
h zp 有 。。exxon mobil
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Ong Xinghao
他们一直虎视眈眈Exxon的油田,不过肉太大口,要时间吃,结果Repsol先被收购,一口一口吃。
Dr Kenneth人才来的,他们对收购油田有很高的要求,如果有看他之前的Qr访谈,讲话很实在。
Like · 3 years · translate
Elroy Leong
它的nta现在都已经高过股价了……
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黎正
然后,nta 高过股价有什么问题?
Like · 3 years · translate
ah mao
如果有看过去年资汇对老板的采访,就知道老板的作风都是趁油价不好的时候收购有价值的资产。Sabah 和 Anasuria 都是这样收购回来的。Hibiscus 当年以SPAC上市,本身就是并购高手。这老板不会乱乱投标买人家的垃圾资产的。

他在发售preference shares的时候就说了,如果2年内标不到符合公司标准的资产,就还钱给preference shareholders。 不是为了盲目集资而集资的
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1 Like · 3 years · translate
Khee Fei Phan
只要油价可以保持着,就对公司盈利有保障
Like · 3 years · translate
Gabriel Khoo
eps dilution. 他们要raise billion fund...now market cap only 1.3b. more than double of no pf share
Like · 3 years · translate
Chengkai Kok
Gabriel according to ur logic , sumone should jst only stay in kedai runcit kampung baru , should not buy shop and biznes in mont kiara . coZ when he expand bisnes , he need raise fund frm bank , at the end income dilute haha
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1 Like · 3 years · translate
h zp
kok agree with u logic like dayang buy perdana hahaha
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Up Trend
dont u think kampung baru is more valuable then mont kiara
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Chengkai Kok
Up trend i mean kampung baru cina ... not stesen kampung baru hahaha
Like · 3 years · translate