Comments on KOTRA

PEK CHUAN TAN

2 Like · Reply

生意更好不过profit跌了，不过div 应该是增加了

7 months · translate ·

Previous replies (18)

Jaredgwee

下个QR report, 就宣布派息应该是老样子annual dividend yield 6%

Like · 1 week · translate

Jaredgwee

Kotra export market focus on Asean，Korea, 南非，中东国家。。没出口美国关税24％都没太大影响
会影响是美元对换，几乎所有药物源料都是进口，弱美元有利进口，70％本地市场 30％出口抵消一部分了

Like · 1 week · translate

道法自然Mother Earth

Like · Reply

Result should be good?

7 months · translate ·

Teo Han Lin

U heard any news?

Like · 7 months · translate

PEK CHUAN TAN

Like · Reply

Slow and steady

8 months · translate ·

Stock Assistant

Like · Reply

What happened? suddenly gap up so niceee!

8 months · translate ·

KORCHUNG TAI

1 Like · Reply

Just out of curiosity to analyze Z score for Kotra, the score is 10.32

Scale:

1.88 <= High Chances to Bankrupt

1.89 - 2.99 Normal

>= 3.00 No issue on Bankruptcy

Note:
FY 2023
Share price as per AR released date

10 months · translate ·

1 reply

道法自然Mother Earth

4 Like · Reply

Normalised yearly earnings of around RM40mil per year translate to 27sen per share. 15X PE will give FV at RM4.05! Sell into strength!?

1 year · translate ·

Previous replies (1)

道法自然Mother Earth

40 to 48mil Max

Like · 10 months · translate

Stock Assistant

luckily i entered at RM3.9...niceee QR

Like · 10 months · translate

Jason Ngu

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RM 4.32 是坑还是机会呢？
我可憐的kotra... cry

1 year · translate ·

Previous replies (17)

Dzulfadzlee Saludin

What does it mean by “unused tax loss” and “unutilized tax incentives”? Is it good or bad for the stocks?

Like · 11 months · translate

Jason Ngu

Bad for Kotra, because profit can't offset with unutilized losses meaning more profit need to be taxed and so less profit after tax..

1 Like · 11 months · translate

Mr. J

7 Like · Reply

#Kotra 0002 RM4.90 24/2/24

Q2最新业绩 yoy 营业额下滑主要原因是去年药品需求增加，各种处方药严重短缺之后需求恢复到正常水平本地和出口的医疗保健产品库存补充销售额下跌。

qoq营业额上涨7.95% 主要原因是药品出口销量增加，但盈利下跌主要是销售产品价格调整和外汇亏损所导致。

自2020后Kotra的资产负债表反转从净负债到目前的净现金公司，全年盈利从29.6M到2023年的65.2M 增长了一倍股票数量从2018到2023年才增加10%左右，PE13 不属于低估，但ROE是本地药制领域最高的公司。

Kotra 五年平均股息率派发 50%左右，现金丰厚而且是0负债，因此要在未来提高派发率并不是困难的事，但股息要增加取决于未来集团的盈利成长。

药物领域属于是必须品不太受经济周期影响有一定的韧性属于是防御性股票。

From 面子书的Mr.J谈市吹股

1 year · translate ·