MBSB - OTHERS Proposed single tier final dividend of 10.0 sen per share and special dividend of 2.0 sen for the financial year ended 31 December 2014.
MBSB公布业绩。
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1878017
虽然表面看起来业绩增长。但是实际看它的帐目,不是怎么的好。只是deffered tax asset忽然增加了很多,变得公司盈利提高许多。deffered tax asset是什么东东来的,小弟就不知道了。
EPS增加,PE降低,可以说完全是一间被低估的公司。
以RM2.19的价买进的话, dividend yield有5.47%。算是不错的了。
而我买入的价格来算,我的DY只有4.2%。也还好,没有太差。
新年红包就数这个了。
恭喜恭喜。
4.2% is count like that cos ex time price will be lower down right?
ReplyDeleteDy is counted using your own buying price. I buy last time at 2.59. That's why i just have 4.2% dy. Sad to mention it.
DeleteYes. After ex date, price will adjust 12sen lower.
Justin....seems like the sales is dropping , if they didnt declare the dividend, i think the price will fall like hell
ReplyDeleteSales drop may due to their 1st attention too focus on the merge. 2ndly, mbsb also expand aggresively n make the profit before tax drop. After the fail of the merge, u can see mbsb lend money to few big projects. They start to work again. Next quarter business will b good.
DeleteDividend is a must as this company has 30% dividend policy. Even earn rm100, also need to take out rm30 to distribute to shareholder. So with eps of 39sen, taking 12sen to give to shareholder is reasonable.
MBSB的季报表面好看而已。。。
ReplyDelete我也是同意。表面做得美美的。没看清楚还不知道是从税那里拿到那么一大笔钱。会做帐的人搞的鬼,把这笔税收起来不报,等到业绩不好时,补上去。账目就变美美了。
Delete