$HEXZA (3298.MY)$ 看见彩虹🌈拥抱春天 -免税7.5仙股息于4/12 除权， 19/12 派送 1.1...

丰衣足食评论了股票 · 10/16 07:43

看见彩虹🌈拥抱春天

-免税7.5仙股息于4/12 除权，
19/12 派送
1.15投资，周息率：6.5%

公司于30/6/2024止的股票投资资金达3.73亿马币，取得65%的收益既为2.4亿马币，其成本为1.31亿马币，时日今日已超过2.4亿马币的收益（因美股增长了）。

综合公司股票投资已经账面赚约2.4亿马币，成本价约为1.31亿马币，其技术面于8月/2024年开始慢牛走势，相信投资获利将慢慢反应至股价，2.4亿马币的获利，将使公司nta（每股净资产）增加至3.50元，本益比（pe)目前巳经不能反应公司的情况，个人保守估计公司股价最小值2元，是名符其实的高息与价值股。

—个人简单粗计，假如公司卖光所有股票，手中现金与股票价值约4亿马币，然后全部買入马银行，10.6元股价，周息率为5.5%，每年有22m，约贡献eps为11仙，加上本身业务的eps为3sen，总共eps为14sen，
取pe：10倍，股价为1.40
取pe:15倍，股价为2.10
取pe:20倍，股价为2.80
取pe:25倍，股价为3.50

See the rainbow 🌈 Embrace the spring -Tax-free 7.5 sen dividend ex-rights on 4/12, Distributed on 19/12

1.15 investment, weekly dividend rate: 6.5% The company's stock investment funds as of 30/6/2024 reached 373 million Malaysian ringgits, and the 65% profit was 240 million Malaysian ringgits, and its cost was 131 million Malaysian ringgits. As of today, the profit has exceeded 240 million Malaysian ringgits (due to the growth of US stocks). The comprehensive company's stock investment has made a book profit of about 240 million Malaysian ringgits, and the cost price is about 131 million Malaysian ringgits. Its technical side began a slow bull trend in August/2024. It is believed that the investment profit will slowly reflect the stock price. The profit of 240 million Malaysian ringgits will increase the company's NTA (net assets per share) to Rm3.50 . The price-earnings ratio (PE) can no longer reflect the company's situation. Personally, I conservatively estimate that the company's stock price is at least Rm2, which is a veritable high-yield and value stock. —My simple and rough calculation is that if the company sells all its shares, the cash and shares in hand are worth about RM400 million, and then all of them are bought into Maybank, with a share price of RM10.6 and a dividend rate of 5.5%, which is 22m per year, contributing about 11 sen EPS, plus the EPS of its own business of 3 sen, for a total EPS of 14 sen. Take PE: 10 times, the share price is Rm1.40 Take PE: 15 times, the share price is Rm2.10 Take PE: 20 times, the share price is Rm2.80 Take PE: 25 times, the share price isRm 3.50