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5041 PBA

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2.270
+0.050+2.25%

15min DelayMarket Closed Dec 13 16:57 CST

751.36MMarket Cap9.54P/E (TTM)

PBA Stock Forum

sunwukon9

Dec 6 02:25

$PBA (5041.MY)$
It seems many misinterpreted PBA’s deferred tax expense/liability.
To provide context, in 2018, PBA reported a loss after tax due to a significant RM137.60 million deferred tax liability. However, this was a non-cash flow item, as clarified in PBA’s 2018 Annual Report (page 13):
"Please note that the recognition of the deferred tax liability is a NON-CASH FLOW item. The ACTUAL tax that is payable by PBAHB to the IRB for FY2018 is only RM1.55 million, based on a PBT of RM36.14 mi...

sunwukon9

Nov 21 19:34

3Q24

$PBA (5041.MY)$
Performance was good. Need to understand the financial report.
3Q24 PBT RM42.2m +45% yoy, revenue RM139.9m +22% yoy.
Deferred tax expense is a non-cashflow item. Actual income tax paid is low.
9M24 Cash flow from operations before working capital changes RM159.4m +58% yoy
Budget announced that there will be a 2% dividend tax in 2025. So, if PBA pays a much higher dividend upfront now in 2024 will be good for everyone. PBA has yet to decide on the dividend amount.
Next...

sunwukon9

Nov 11 01:36

Asia's growth water utility stock in Penang: The Silicon Valley of the East

$American Water Works (AWK.US)$
The water utility business is highly defensive, and $PBA (5041.MY)$ stands as the undisputed monopoly in Penang, with zero competition. Its valuation is extremely attractive, and the company is on track to achieve at least RM150 million net profit in 2025. At just a 10x forward P/E, the stock could soar to RM4.53, and at a more favorable 15x P/E, it reaches a compelling fair value of RM6.80.
...

sunwukon9

Nov 11 01:27

Water is life

The water utility business is highly defensive, and $PBA (5041.MY)$ stands as the undisputed monopoly in Penang, with zero competition. Its valuation is extremely attractive, and the company is on track to achieve at least RM150 million net profit in 2025. At just a 10x forward P/E, the stock could soar to RM4.53, and at a more favorable 15x P/E, it reaches a compelling fair value of RM6.80.
Penang boasts the second-lowest domestic water tariff in the country, giving PBA immense upsi...

sunwukon9

Nov 4 23:45

$PBA (5041.MY)$ If the market values PBA at a reasonable 10x PE on RM150 million earnings, we're looking at a share price of RM4.50.
Warren Buffett and Charlie Munger have always sought to invest in companies with monopoly-like status, like PBA.
PBA's long-standing issue of low water tariffs has now been resolved, allowing for potential tariff increases every three years.
Three decades of pent-up earnings are now being unleashed, paving the way for superior earnings growth going forward.

sunwukon9

Nov 3 06:12

$PBA (5041.MY)$
PBA RM1 BILLION REVENUE: PBA and the RM1 Billion Question: is it achievable by 2030?
In 2023, Penang’s total manufacturing investment amounted to RM63.4bil, constituting 42% of Malaysia’s total. The total manufacturing foreign direct investment (FDI) alone was RM60.1bil, more than the total it received from 2013 to 2020 combined.
Given this, it’s not surprising that PBA has projected water consumption could reach 1,532 million litres per day (MLD) by 2030.
Out of curiosity, I...

$PBA (5041.MY)$ waiting for breakout

Pizech

Oct 24 08:33

$PBA (5041.MY)$ last rallied to make All-Time High in September but has since entered a consolidation phase. It is now forming a High-Tight Flag Pattern, which suggests an impending breakout. Volume has been relatively low during this consolidation, indicating reduced momentum.