Genghis Hoe's comment on MFCB. All Comments
Genghis Hoe
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#MFCB Investor Briefing

Key Takeaways:
1. Edenor's breakeven level or profitable requiring the capacity utilisation for 80-95%. Now its capacity utilisation is 62%. The competition has been too fierce, now facing the overcapacity and the policy of the Indonesia. This year's target is to reduce/control the losses.

Read more: https://www.facebook.com/share/p/17GdSYej2F/
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1 month · edited · translate ·
Johnny
4. Will increase the dividend payout for 2026 and 2027, and will pare down the investments via MFCB, in order to focus what they can control/handle.
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leo 1
whr u get this info??
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Johnny
go check the fb link
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leo 1
mfcb have fb?
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Johnny
https://www.facebook.com/share/p/17GdSYej2F/
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Genghis Hoe
Hi Johnny and leo 1,

Nice to meet you.
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Johnny
@genghis nice to meet you, cery obviously MFCB is undervalue, now PE only 7.66
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Genghis Hoe
@Johnny, due to the negative impacts on the FY25 financial results as follows:
1. FX fluctuations: Inherent risk, so couldn't be avoided.
2. Edenor that the management had been overconfident to keep adding bullets to save the losses…
3. D&O related investment couldn't be performed and burst out with the internal issue: Inventory impairments.

Its share price performance was mainly due to the above 3 key facing issues.

I hope MFCB can make the next right decisions.
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Johnny
@genghis from my perspective,the market is too sensitive to the negative impact especially the forex, usd dropped from 4.4-4 from early 2025 til now which only 10%, but mfcb price dropped more than 40%, the actually lost in forex is less than 10% and the qr net profit reflected it, the company also keep giving constant dividend and the dividend keep increase year by year, what i see the company have healthy profile, cash cow and keep repay back the debt used to build dam
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Genghis Hoe
@Johnny, yes. That's why having an opportunity to get a good deal.
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Choi Lin Wong
@more go down trend
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Johnny
this year dividend total 9.75sen, for this price dividend yield already 3.4%, the dividiend expected will increase every half year based on current company policy
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leo 1
@jonny company have this policy ? din saw that
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Johnny
@leo u check the dividend history, keep increasing every half year, the company keep increasing dividend payout ratio
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Edison Xie
@Johnny, the current dy yield 3% is not attractive, let the share price chop to half 1.44 dy yield about 6 % and yes, will consider buying in.
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Johnny
@edison u r very greedy, u r expecting every stock also have dy 6% above like maybank so that u can buy everything, now the issue is maybank will no more increase dividend yield, but this stock keep increasing the dividend yield every half year, i would suggest u wait until this stock increase dy to 6%, but i m sure tat time the price is not the price anymore
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Johnny
@edison now most of the stock in bursa have dividend yield less than 3%, u can wish that all these stock price chop to half now so that u can buy cheap, wish ur dream come true
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