个人分析：
1.管理层已经在止血edenor,2026年下半年的财报预测都不会多好，不过2027年就会恢复正常，甚至会好过之前的财报，因为没有了edenor这个老鼠粪的阻碍
2.其实撇除edenor的亏损，塑料厂的盈利在逐年增加，这归功于之前管理层积极收购stenta，这个盈利的成长会慢慢填补发电厂税率的弱点
3.公司是现金牛，也在慢慢减少债务，gearing ratio 从去年的29%减少到21%，不排除会有特别派息的可能
4.现在的派息率是3.5%，公司赚36仙,拿10仙来派息,管理层也说派息率会逐年增加，派息率还有很大的上升空间，更别说撇除edenor过后公司的eps会上升，每年派息只会增加，不会减少

其实撇除edenor的问题，公司整体上上1是没问题的，现在就等年尾edenor的问题解决了，公司上回轨道move on

https://youtu.be/d5FWg6uk7Eo?si=wFUdRNt7UCjGw9k1
MFCB: Why is the Market Discounting This Cash @YZFinanceMY

Don’t let the headline numbers fool you—MFCB is a total valuation puzzle right now. 🧩

Mega First Corporation Berhad (3069) just dropped its Q2 2026 results, and at first glance, it looks rough: Reported PATNCI fell nearly 30% year-on-year to RM59.4 million.

But is the company actually in trouble? Or is this a massive opportunity? 🔍

Here’s the investigative breakdown:

✅ The Core is

#260521
#MFCB 60th AGM Key Takeways:

1. Mr. Goh apologised to the shareholders regarding the wrong investment decision with the Edenor. At first, it's thought a great deal as the business partners were experienced and capable of turning around the oleochemical plants previously.…

Read more: https://www.facebook.com/share/p/1NvBu3pe3p/