Lim Yuen Yik's comment on BPPLAS. All Comments

Lim Yuen Yik
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MCO 竟然大赚,开回反而死?难以理解
Ng Wai Chong
Cost 很高。。但,capex 有在增加,看来有扩充的计划。。现金流进6mil。
Like · 1 year · translate
LIM JIA CHONG
cost怎么那么高啊,拉低了margin好多。营业额也跌了 说需求下跌 gg了
Like · 1 year · translate
LIM JIA CHONG
hmm,你看Q4的折旧 其实是annually的 不是吗?Q2那时的5mil 是combined from Q1和Q2的。你看的11mil 是整个年度的 不是吗?如此看来 Q1的折旧是2.7mil 乘4的话,其实和11mil 没差多少
1 Like · 1 year · translate
LIM JIA CHONG
有错误的话 麻烦纠正。谢谢啊
1 Like · 1 year · translate
Ng Wai Chong
对。。是的。。。看回annually,的 revenue 破新高。。但profit margin 掉了很厉害..
Like · 1 year · translate
John Chia
Margin drop significant due to high crude oil. Now is the best time accumulate this solid counter
1 Like · 1 year · translate
MICHAEL CHONG
风水轮流转,油价会高也会低,慢慢等待。
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MICHAEL CHONG
至少股息还好过 同行。
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Lim Yuen Yik
they should learn from thong guan
1 Like · 1 year · translate
peppi pup
In my watchlist but how come d profits getting lower n lower ya? I saw d comments here one stating high raw material price and another expansion. So my question is approx when d expansion or new factory will be completed ya?
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Like · 1 year · translate
Ng Wai Chong
As know, they got invest new machibe last year, (cant recall when was it) and we can see the capex is huge in 2022, than other years. But I have no exact info.. Somebody here, if have the info, pls share.
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peppi pup
Okie thanks, yup pls share more ya anyone out there, im still learning n trying to understand more… tqtq…
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John Chia
Peppi refer to the peer, BP is a net cash without any borrowing solid counter. All their expansion utilize internal fund and still able pay so high div to reward shareholder. I have earn more than double in year 2021 as i feel the co value almost was peak that time. I come at this cheap price again. This is a very worth price to enter hold for div and principle gain
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John Chia
Currently all the packaging players margin are squuze, therefore price only can pull back for us to enter.
Like · 1 year · translate
peppi pup
Yup due to price pull back thts d reason why im looking at it coz divvy looks pretty attractive however would like to know what factors that would somehow affect the profits (saw u mention high cpo $) and how long does it takes for d expansion to be completed also for plastic what abt the demand in market so far?
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