Tee Kim Hor

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Fame: 62
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Joined Oct 2023

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RHB is ok but not Hibiscus!! You should read Comments for Hibiscus mentioning about the earning of Hibiscus very much pending on Crude oil price. It was about 90 USD on ave i 2023.. but now it is about 80 USD that will severely affect its EPS.
1 week · translate
Be careful of oil price. If it stays just below 80usd. 4Q's EPS might go down by70%!
1 week · translate
Very sorry guys. this comment supposed to be for TS. THOUSAND APOLOGY!!
1 week · translate
KCW.. u r right. Subsidy application and receive has a lead time based on our gov's "effiicient" control. TS should have a 26 mil for each Q on average(last year was 103 mil) but heard someone said it was only 8 mil received when i was in AGM. When it comes to last Q all outstanding sub shall be cleared!!. thats why 4Q is always a bumper quarter. Likely to happen for 4Q 2024 FR. Gov subsidy continues ceiling price is still there. Good prospect for TS.
1 week · translate
Crude oil price is heading south, overly supply and it is now at USD 77.5.. Hibiscus price is going to be very volatile!!
2 weeks · translate
Crude oil average price ranged form 89.8 to 91.2 USD btw Oct/23 to Mar/24. It has drop about 14% to 77.5 USD now. Crude oil is in over supply & likely the price will drop further!! Imagaine a 14% drop in price may push down profit to 25MRM. EPS will go down to ~3 sen per Q. HIBICUS price will be very volatile.
2 weeks · translate
PWF should have reported the breakdown of business segment in 1QR. unfortunately it is not there coupled with non disclosure of subsidy amount that puzzle the minority share holders.
2 weeks · translate
KCW.. Price control is NOT removed yet! Government is still giving out subsidy. I got this info after attending Teo Seng AGM on Tuesday. Sub claim back has its lead time too. PWF did not provide breakdown of business segment so it is hard to judge what when wrong!!
2 weeks · translate
Not likely so.... 630 mil shares is a big number. Number of shares have been enlarged too many times.
1 month · translate
You have to add Preference shares into PE calculation,,, about 11+!
1 month · translate
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