cw yeo

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Joined Apr 2020

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cw yeo replied to comment on K1.
Today K1 announcement: On behalf of the Board, UOBKH wishes to announce that the Company has, via its legal counsel, filed an application with the High Court for confirmation and approval of the Proposed Capital Reduction pursuant to Section 116 of the Act.
2 days · translate
cw yeo replied to comment on K1.
YTD up 26.9%, not too bad lah
1 week · translate
cw yeo replied to comment on K1.
Did they share anything on their medical devices outlook?
1 week · translate
cw yeo commented on K1.
Hopefully after the EGM approve the 9sen div, price to shoot up above 20sen
1 week · translate
cw yeo replied to comment on K1.
More and more confirmation, after EGM than will payout
1 month · translate
cw yeo replied to comment on K1.
Slowly but surely
1 month · translate
cw yeo replied to comment on K1.
Probably market waits for confirmation for the sale.
1 month · translate
cw yeo commented on K1.
At 14.5 sen, K-One’s market cap is approximately RM120.6m (832m shares × RM0.145). The proposed RM75m special dividend alone equals about 62% of the current market cap, which is quite significant.

The more interesting calculation is the theoretical ex-dividend price:

14.5 sen − 9 sen = ~5.5 sen

At 5.5 sen, the residual K-One would have an implied market value of only about RM45.8m.

So the key investment question becomes: Are K-One’s remaining EMS + medical/healthcare + data-centre + solar businesses worth more than RM46m?
2 months · translate
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