LC Ng

  • Following

    0

  • Followers

    1

Fame: 73
Joined Apr 2023

Comments

LC Ng commented on KSL.
Ku family has 700mil shares stake in KSL, 10sen dividend will be RM70mil. How much they will pay for SST? So could be another DRP this year after dividend approve in AGM
1 week · translate
LC Ng commented on MAHSING.
当初BDC跟Mahsing合作建造数据中心告吹，原来是跑去跟IOI Properties 买地自己建
1 month · translate
LC Ng commented on KSL.
Good news coming ?
2 months · translate
LC Ng commented on MTAG.
全马市场这么大，就不明白管理层为何不拓展业务去中马和北马，却死死的躲在南马做生意。上市筹到的钱那么多，本来可以从从容容，游刃有余，却把这些钱存在银行拿那一点利息，没出息。
2 months · translate
LC Ng commented on POHUAT.
美国家具股股价上涨，原因是新关税率延迟推行，可能会带动大马家具股的股价
2 months · translate
LC Ng replied to comment on LBALUM.
债务高原因是产业发展需要钱，房屋建好了，收到钱债务就能清掉
2 months · translate
LC Ng commented on MAHSING.
股价越低，估值越来越吸引人
2 months · translate
LC Ng commented on PPHB.
Net cash per share was 78sen, and the current price is 65sen. NTA RM1.70, so P/B ratio only 0.38, really undervalued. Corporate exercises may happen anytime from now, either a bonus issue or a special dividend with reinvestment.
2 months · translate
LC Ng replied to comment on LBALUM.
产业业务的盈利比制铝业务盈利高，重点应该放在产业发展。SASAR和PSV 1已近完工，下个季度还会继续贡献盈利，之后就只剩下已完工50％的PSV 2贡献盈利，所以需要推出新的产业计划来维持盈利。
3 months · translate
LC Ng replied to comment on LBALUM.
Profit up but cash flow drop due to inventory and AR increased by RM52mil and payment to vendors increased by RM28mil
3 months · translate
Load more