Klse Value's comment on PPB. All Comments

Klse Value
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Can PPB benefic from MCO?

80.16% of revenue are from Grain & Agribusiness and Consumer Porduct Sector.
Low debt ratio of 0.065.
High interest coverage ratio of 35.45.

Source : https://ivkls.blogspot.com/2020/04/can-ppb-benefit-from-mco.html
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Tay CJ
25% of PPB profit is coming from Golden Screen Cinema, believe this able to enlighten you
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Klse Value
yes Fighter in life do agree with you PPB the two operating segment affected by MCO ; film and distribution and properties have high operating margin hence contribute to sustaintial amount of profit to PPB eventhough low contribution of revenue. (26% profit of 2018 from film exhibition and distribution and 5% from property)

In film exhibition and distrubition segment its had 36 cinemas in Malaysia and 14 cinemas Vietnam as of 2018 which would effected by MCO. Besides operating cinema GSC Movies Sdn Bhd distributes films to cinemas and sub-licences movie content to television (pay TV & free TV), over-the-top (OTT) platform and hotel operator.

Although PPB did not seperate up profit from cinema operation and distribution of films I personally think distribution of films are most profitable because in 2018 itself Cinema had consume 38,748,395 kWh of electricity estimated cost of RM 20 million and consists of 2,303 or 39% of the employee in PPB.

I also would like to highlight there RM 70 million of Goodwill from film and exhibition as of 2018 which might be impaired if the MCO continue or cinema business is unable to operate. This RM 70 million stands only 0.3 % of PPB total asset.
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REALITY
Is today last day for dividend?
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tan nelson
Yest jessie
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