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Key Takeaways:
1. Edenor's breakeven level or profitable requiring the capacity utilisation for 80-95%. Now its capacity utilisation is 62%. The competition has been too fierce, now facing the overcapacity and the policy of the Indonesia. This year's target is to reduce/control the losses.
@Johnny, due to the negative impacts on the FY25 financial results as follows:
1. FX fluctuations: Inherent risk, so couldn't be avoided.
2. Edenor that the management had been overconfident to keep adding bullets to save the losses…
3. D&O related investment couldn't be performed and burst out with the internal issue: Inventory impairments.
Its share price performance was mainly due to the above 3 key facing issues.
@genghis from my perspective,the market is too sensitive to the negative impact especially the forex, usd dropped from 4.4-4 from early 2025 til now which only 10%, but mfcb price dropped more than 40%, the actually lost in forex is less than 10% and the qr net profit reflected it, the company also keep giving constant dividend and the dividend keep increase year by year, what i see the company have healthy profile, cash cow and keep repay back the debt used to build dam
