Cfm9566

  • Following

    0

  • Followers

    4

Fame: 32
No Bio yet.
Joined Jul 2021

Comments

Cfm9566 replied to comment on MUHIBAH.
RM 1.5mil can make price down 13%!
If the 50mil apply share buy back can limit up few round eh !!
21 hours · translate
Cfm9566 replied to comment on MUHIBAH.
Dividend yield > 5% alrdy
+ airport concessions recurring income cum defensive

With the current market cap, airport’s net profit x 4 years alrdy cover it !
Yesterday · translate
Cfm9566 replied to comment on MUHIBAH.
Pros: Muhibah’s profit will increase slightly after this acquisition

Cons: bought at high price and there are plenty of better option in the market now
1 week · translate
Cfm9566 commented on MUHIBAH.
钱多就作怪…
50mil use for share buy back can terus limit up !
But management opt for increase stake in Master
1 week · translate
Cfm9566 replied to comment on MUHIBAH.
By Passengers numbers
2025 Feb: + 24% y-y
By Commercial movements
2025 Feb: + 21% y-y
2 weeks · translate
Cfm9566 replied to comment on MUHIBAH.
柬埔寨航空业客运量今年预计达750万人次
https://www.jianhuadaily.com/20250313/283249
3 weeks · translate
Cfm9566 commented on MUHIBAH.
今年1月份，通过航空入境柬埔寨的游客达24.5万人次，同比增长18.8%。其中，从金边机场入境的游客为15.7万人次，同比增长18%；暹粒机场为8.3万人次，同比增长16%；西港机场为4294人次，同比猛增267%。

https://cc-times.com/posts/27640
3 weeks · translate
Cfm9566 replied to comment on MUHIBAH.
What to expect in upcoming result:

1) Cambodia airport traffic still in strong growth momentum
-ytd (Jan&Feb) the flights number even higher than 24Q4 (+14% q-q or +25% y-y)

2) Favco success to delivered the largest hammerhead craneK10000 to Samsung shipyard early this year

3) Saudi’s Neom city projects to award soon

4) Petronas’s latest activity outlook show 22 offshore fabrication jobs to award in coming 3 years
1 month · translate
Cfm9566 replied to comment on MUHIBAH.
Airport annual contributed > 100m profit !!
Dividend received from there around 77m !!

Year to date (Jan&Feb) the airport traffic even higher than 24Q4 base on data released !!

What a super business~
The only one left Airport counter in Bursa now !!
1 month · translate
Cfm9566 commented on MUHIBAH.
Forecast 24Q4 result:

Concession segment expect to contribute 35mil (airport + road maintenance)

Crane segment contributed PBT 52mil (Favco’s Q4 result)

Now we have 87mil PBT as buffer~
The rest depends on construction segment !!

Either achieve highest quarter profit since MCO or sohxx impairment again ~ god bless !
1 month · translate
Load more