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Monday 16 February 2015

MBSB终于公布12仙股息,盈利翻倍

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。

6 comments:

  1. 4.2% is count like that cos ex time price will be lower down right?

    ReplyDelete
    Replies
    1. Dy 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.
      Yes. After ex date, price will adjust 12sen lower.

      Delete
  2. Justin....seems like the sales is dropping , if they didnt declare the dividend, i think the price will fall like hell

    ReplyDelete
    Replies
    1. Sales 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.
      Dividend 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.

      Delete
  3. MBSB的季报表面好看而已。。。

    ReplyDelete
    Replies
    1. 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