Portfolio Management

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Joined Mar 2021

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曲中人散, 股票就是股票 没有必要爱上
1 month · translate
所以总的来说,其实高股息的产托,投资下来,未必还是高股息,因为就算赚了股息,也很大可能会亏了股价,长期而言,亏损都有可能,就算不亏损,整体算出来可能也是跟定存无异,浪费投资时间。所以寻找高股息的产托不是不可以,要避开高股息产托的陷阱,必须确定该产托的股息派发没有下降,因为如果派发的股息越来越少,那么股价是会持续下滑的,而如果派发的股息能够大概维持在那边的话,那么其实他的股价并不会怎样调整的,所以高额的股息确实是可以收到的,那么就解除了高股息产托的陷阱了,简单来说,必须要确保他的股息派发不会持续下滑,那么基本上这只产托下跌的空间就有限,长久而言,投资回报也会靠谱了。。不过,要确定他的股息不下滑,就要去研究他的出租率和最新的租金如何了,BTW其实这些资料在年报或者有些比较透明化公司的季报都有的,当然,如果还是看不懂的话,还是那句,不用来上课(因为要来也没得来XD),继续留守第一天投资理财日记里的天哥看产托就好咯,天哥会一一解剖的,谢谢收看啦~。~
1 month · translate
https://www.nube.org.my/Front/single_blog/908 check this out, I quite afraid bad mangement team
2 months · translate
This company PAT (Profit after tax) for 6 cumulative financial years (from 2014 to 2019) is RM 2,917,477, and their operating cash flow for 6 years total is RM1,666,271 if you divided a total of 6 years of operating cash flow by a total of 6 years of PAT is 57% (Usually over 80% is considered good). In simple say, in the past six years, a company in the annual report say it has earned RM 10 for the past 6 years, but they only collected RM 5.70 out from RM10 they reported in P/L, the remaining of RM4.30 is gone due to bad debts/depreciations and more. Real estate company are hard because they have a very poor cash conversion cycle because when a person buys a house they pay installments and not a lump sum, that why their PAT is always unmatched with their company cash flow
2 months · translate
wait they inject 20% new shares into the market, the share price might further drop more...they will add more 116millions more share to dilute the earning, and now this counter gearing ratio is above 50% (THE ONLY ONE REIT IN MALAYSIA GEARING RATIO EXCEED 50%), and this counter MD is former CEO of bank Mualamat which have a bad reputation, google it for yourself, but everyone bet because it's Sultan Johor company and JCorp has a good reputation...do more research before invest..don't purposely chase for dividend yield
2 months · translate
Vista tower main properties many vacant, gearing ratio still 40%+ above which consider not good, plus they have Selayang mall which also affects by the spike of the pandemic, is careful of dividend trap, sees their properties locations & place first, now all hot money chasing high DY stocks but don't know the company does what business.
2 months · translate
4x PB, 塑料软管,90%靠外国, 要等疫情有回落这个公司生意才有机会
2 months · translate
也是, 看到KL那么多空置的office tower, 未来何难提高租金,而且那些住客都是签-1-2年的合约,要走是可以随时走的,大家都是看到股息高跑去买,然后等股价没有其 就来 kpkp
2 months · translate
地产股 的确难估值,而却每家马来西亚的地产上市公司都是低过NTA的,hoot 地产 要看,借款利息,房地市场,土地,GDV, 一大堆因素,然后,周期变化也不固定,除非你是行业内的人, 现在屋子一大堆卖不出,很多人买卖屋子根本不是拿来住的,都是低买高卖。。而却 NTA 的水分也很大,很多都不是用historical costs 来估值的。。的确很多人一看到股息高就跑进去买,然后守1-2年beh tahan就来将公司烂 ==, 你这里comment 拉下去看就可以看到很多了, 不要管他们拉。
2 months · translate
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