$HEXZA (3298.MY)$ 看見彩虹🌈擁抱春天 -免稅7.5仙股息於4/12 除權， 19/12 派送 1.1...

丰衣足食評論了股票 · 2024/10/16 20:43

看見彩虹🌈擁抱春天

-免稅7.5仙股息於4/12 除權，
19/12 派送
1.15投資，周息率：6.5%

公司於30/6/2024止的股票投資資金達3.73億馬幣，取得65%的收益既爲2.4億馬幣，其成本爲1.31億馬幣，時日今日已超過2.4億馬幣的收益（因美股增長了）。

綜合公司股票投資已經賬面賺約2.4億馬幣，成本價約爲1.31億馬幣，其技術面於8月/2024年開始慢牛走勢，相信投資獲利將慢慢反應至股價，2.4億馬幣的獲利，將使公司nta（每股淨資產）增加至3.50元，本益比（pe)目前巳經不能反應公司的情況，個人保守估計公司股價最小值2元，是名符其實的高息與價值股。

—個人簡單粗計，假如公司賣光所有股票，手中現金與股票價值約4億馬幣，然後全部買入馬銀行，10.6元股價，周息率爲5.5%，每年有22m，約貢獻eps爲11仙，加上本身業務的eps爲3sen，總共eps爲14sen，
取pe：10倍，股價爲1.40
取pe:15倍，股價爲2.10
取pe:20倍，股價爲2.80
取pe:25倍，股價爲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