SmallMidCapxx

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Joined Jun 2024

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SmallMidCapxx replied to comment on SDS.
就拿rm1.875. 掉到现在的rm1.38. 等于27%. 股价掉95 sen 到现在57sen 掉了37%. 如果继续在掉=安全边际越高
43 minutes · translate
SmallMidCapxx replied to comment on SDS.
2.5 除4 乘3 = rm1.875 (应该是用这个) 这个period 是短暂高因为ppl boycott 老外餐厅牌子，最低薪金调高前，e-invoice 前, diesel subsidy removed 前
47 minutes · translate
SmallMidCapxx replied to comment on SDS.
Chunyelow: 别忘了factor in bonus issue. 2.5 那个是bonus issue 之前
51 minutes · translate
SmallMidCapxx replied to comment on SDS.
那再说，为什么那么多人卖，过后几个季度finance cost 应该会蛮高. 假设借贷率5%. 100mil 借钱买地，就要付利息5mil per year or 1.25mil per quarter. 现在平均季度净利润为6-7mil. 你说这个1.25mil 的支出算大吗? 不过这些人应该是先卖先跑，等行情好一点了就会回来/ 不是permanent 的卖了就走. 好比几个季度过后，业绩创新低，那时散户看到业绩差才卖，他们就买回来
1 hour · translate
SmallMidCapxx replied to comment on SDS.
不买不行啊，要expand原有的厂只剩那块地。应该是seller要就卖整块，不想卖一点一点。所以公司没办法只能整块买下来。好事是那是freehold, 所以没有deprecition cost. Worst case, 公司拿一部分建工厂出租。假设1.5mil sq ft. 建厂等于700k sq ft （剩的等于马路etc). 再租出去， propertyguru kempas 厂 rm1 per sqft. 700k sqft = 8.4mil 租金。 8.4% yield. Of 100mil. <<< 当然这个是假设公司没有目的在那片空地
1 hour · translate
SmallMidCapxx replied to comment on SDS.
能等到50sen 已经不错了。你应该是要表示你非常不看好
1 hour · translate
SmallMidCapxx commented on DPHARMA.
https://www.youtube.com/watch?v=EovAbEytb5Q
^Pls support my channel
English version> financial analysis for Dpharm.
Analysis on income statement, balance sheet, cash flow statement and prospects.
4 weeks · translate
SmallMidCapxx replied to comment on DPHARMA.
insulin - yes> they fill and finish. but other medicines, they manufacture themselves
4 weeks · translate
SmallMidCapxx commented on CCK.
CCK - 东马最大的鸡蛋和鸡肉供应商- 基本面分析
https://www.youtube.com/watch?v=0K3KL0sZU6w
1 month · translate
SmallMidCapxx commented on DPHARMA.
Duopharma-大马最大的仿制药厂，股价很便宜吗? <<<< youtube 视屏，关于基本面，消息面和财报分析
1 month · translate
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