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well TSH had been (1) aggressively buying back their own shares (2) palm oil price still looks good at RM4.4k per tonne. hence the stock still hovers around RM1.1+++
be careful, wait for the release of 3rd quarter results as the full RM42m fine will be fully recognized. it might put further pressure to the share price and there's a possibility that share price might drop below RM1. Good luck guys
it will not have any impact on it's dividend payment policy of 55% to 60% of its net profit as the impairment charged to P&L is a non cash item. the market had over reacted and there's no cause for concern
there is another 2 more quarters to go, 42m is wiping off around 60% of the 1st half year profit. the + points is crude palm oil still remains at attractive price of RM4k per tonne and their strong FFB output will somehow cushion off partial of the RM42m fine, the downward share price pressure might continue into the 3rd quarter till the Q3 results gets released.... another + point to note: tsh is paying the RM42m fine in 4 equal instalments, hence the cash flow is not as tight as it seems and last but not least TSH had been buying back their own shares from open market so that the eps doesn't look too ugly on their FS
assuming even if carlsberg reduced the dividend payout from last year's RM1.11 to RM0.90 for FY2026 , 0.90divide by RM15.64, you are still getting a dividend yield of 5.75%
CNY period, influx of tourists who love to drink beer, aggressive promotions by carlsberg to fight for market share against competitor Heineken, etc etc, for your case if you had not sold off your shares, you are still entitled to dividends which will help to cushion off part of your paper losses.... carlsberg gave dividends 4 times a year.
may be you should have waited until x dividend 13 Oct 2026 to decide if you should continue to hold or sell, usually when a share trades at "xdiv" it will attract lots of retail investors to chase after this stock as the yield is at a high of 9% better than what FD could offer at 3.7% to 4%. But pls note: there are always risks involved, as the saying goes: low risk low return , high risks high return. consumer stocks are always subject to seasonal variations sales tends to get better during
