SIME Stock Forum

suhaimisarip : Can go up.

Peter J OP suhaimisarip : can't,outflow too high right now.Will continue to drop slowly

suhaimisarip Peter J OP : how low 1.80?

Peter J OP suhaimisarip : support are 2.140 if it goes more lower than that better run.If you are long term and care just the dividend then you can hold

Profit30k2025 : where do u get the 0.5b operating cash flow? the high gearing was to acquire assets like umw.
and more to come in the future (because other smaller car dealership companies may not able to withstand the competitiveness of the high influx of chinese cars)?

Profit30k2025 : if PAT is 400-600m/quarter (excluding any one-off thingy), i think is quite good ady. cuz the p/e would be around 7-9.

101640236 OP : Thanks for sharing. Acknowledge that the high gearing due to acquisition. The operating cash flow then must follow… but the annual report shows only net operating cashflow of MYR 0.5bn. Working capital requirement increased so much. Not ideal in my opinion. Hence, I am cautious. Want to find out more

Profit30k2025 101640236 OP : 2024 Q1 & Q2 umw’s earning is not fully included as the acquisition of share from market is not yet completed. (PBIT from umw: total 46m in these 2 quarter vs 214m in Q12025 alone)
there is one-time impairment loss in Q4 2024 in China (-100m)

Profit30k2025 : lets hope it ends in green today

newgod : You will know the direction around noon time.

Holdddd : close 2.2, next week 2.3-2.4

102603670 OP : finally