Peng Liew

  • Following

    0

  • Followers

    1


Fame: 11
No Bio yet.

Joined Sep 2019

Comments

Ya, ken is right ,genm have better dividen. But if we read their financial report, we will notice that both leisure and casino business of GENM and Genting Singapore actually contributes about the same and the most to genting berhad. But in term of future prospect, will foreign exchange factor of genting Singapore will be a advantages? Since Ringgit never go up. Meanwhile UK and US contribution to total profit is really minimal to both.
5 years · translate
Genting Berhad VS GENM
1)Number of share: 3,876Million VS 5,937Million
2)Profit after tax for 3rd QR: 305,682Million VS 410,839Million
3)Profit after tax (2019 cumulative to 3rd QR): 1,467,001million VS 1,095,610million
4) Current Asset to Current liabilities ratio: 3 VS 1.8


So, which one is better?
5 years · translate
Genting Berhad VS GENM
1)Number of share: 3,876Million VS 5,937Million
2)Profit after tax for 3rd QR: 305,682Million VS 410,839Million
3)Profit after tax (2019 cumulative to 3rd QR): 1,467,001million VS 1,095,610million
4) Current Asset to Current liabilities ratio: 3 VS 1.8


So, which one is better? ;)
5 years · translate
最近家里的modem坏了。TM零收费的派了两位技术人员,还免费安装了全新的modem。试问除了要吸收交通,按装人员的费用还要免费送个modem。对于用户来说当然是件好事,但对于投资者来说,左看右看都是倒贴的事…这只是本身经历的个案,整个马来西亚,有多少的用户,每天又有多少这种倒贴的事在重演…要知道TM45%的收入来自unifi。而且最近又开始免费赠送两个月的网络给原有的unifi客户。以三个月一个季度来分析,接下来季度报告的revenue看样子会被影响到。而中长期在希盟政府下,未来的收入所面对的挑战也会非常不容易和充满不确定性。部长的一句话,分分钟收入还要再大大减少。长期持有,打持久战,股息又少得可怜…10年的总股息也不过5-6%。10年的Fix deposit ,总利息少少都有个30%。以从属个人看法。
5 years · translate
明白了,谢谢warren老师和Evert Goh.
5 years · translate
谢谢 Soon Lon Lim。除此之外会不会是因为相较于MBMR, DRB的PSR比较低。所以尽管MBMR的本益比来的低,PSR较低的DRB依然更具吸引力。如果是这样,是不是说明PSR比PE,甚至股量来的更具指标性。还是说3个指标同时出现,才是具有指标性的。
5 years · translate
Warren老师好,我是个新手。想请教您关于对MBMR未来发展的看法。相比DRB, MBMR同样有着EPF的支持,perodua 也有陆续推出新款的轿车,比如Myvi, Aruz 等等。同时相比DRB却拥有较小的PE(7), 和较小的股量(391Million)。为何您会想投资在DRB 而不是MBMR. 谢谢大神
5 years · translate
Load more