Is that alright

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Joined Dec 2016

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Is that alright commented on CSCSTEL.
重点速览
股价：RM1.50
FY2025 净利：RM69.4m｜EPS 18.8 仙
股息：14.1 仙
股息率 ≈ 9.4%
NTA：RM2.55（0.59x NTA）
净现金：≈ RM1.12 / 股
PE 10 合理价：≈ RM1.88
? 展望亮点
原料成本回落，马币走强支撑盈利
各国反倾销、反规避政策加强
本地基建与工业需求稳定
中国出口监管趋严，有助区域钢价秩序
Yesterday · translate
Is that alright replied to comment on CSCSTEL.
股息什么时候公布？大约多少？
2 weeks · translate
Is that alright commented on POHKONG.
Poh Kong's performance is truly outstanding amidst high gold prices! ?✨ Malaysia's largest jewelry chain, Poh Kong Holdings Berhad, released its first quarter report (ending October 31, 2025): revenue surged 33.6% to RM440 million, and after-tax profit jumped 85.6% to RM39.61 million! Even in the traditionally slow season, gross margin rose to 25%, all thanks to rising gold prices and booming demand
1 month · translate
Is that alright replied to comment on POHKONG.
不是不派，时辰未到。若要再派，必然会派
2 months · translate
Is that alright replied to comment on TAKAFUL.
heading new high today!
2 months · translate
Is that alright replied to comment on TAKAFUL.
只有我在等 Rm4 吗
2 months · translate
Is that alright replied to comment on TAKAFUL.
不嫌多 哈哈 有机会上探久高价 Rm 4吗？
2 months · translate
Is that alright replied to comment on TAKAFUL.
业绩好，派息高，持有者还满意吗？
2 months · translate
Is that alright replied to comment on TAKAFUL.
才拿这么少出来派？希望明年可以更多
2 months · translate
Is that alright replied to comment on TAKAFUL.
?本季大赚的 3 大原因

✅ 1. 投资收益暴冲

本季投资收益 RM209m，是去年同期的 2倍以上！
股市 + 债券（sukuk）公允价值大涨，直接把利润推上去。
? 这是最大功臣！

✅ 2. 长期业务 CSM 释放更高

家庭 Takaful（长期业务）带来更多 CSM 释放，利润更稳定、贡献更大。

✅ 3. 资本增强

成功发行 RM500m Tier-2 Sukuk，现金流更强、投资规模也变大。


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? 接下来怎么看？（展望）

⭐ 投资市场继续走强 → 盈利继续亮眼

但如果市场震荡，利润也会跟着波动。

⭐ 承保业务需要改善

本季 Takaful service result 下滑，
? 核心保险利润还是偏弱，未来需控赔付＋优化定价。

⭐ 家庭 Takaful 仍是长线动力

bancatakaful（尤其 RHB 合作）会持续带来稳定增长。
2 months · translate
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