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[勉强派发股息]

负债累累的公司勉强派发股息是一种什么状况?举个例子:TEXCHEM (8702, TEXCHEM RESOURCES BHD),在15-Jan-2018派了RM0.10的股息(花了RM1008万),以现在股价RM0.70来算,股息率是14%!但是你去看它的负债,长期贷款RM1646万,短期贷款RM1.6亿,总贷款RM1.8亿,手上现金只有RM8115万。一年的利息开销是RM928万。所以TEXCHEM不能稳定的派息,因为要还RM1.8亿的贷款!

相反,我们来看COCOLND (7205,COCOALAND HOLDINGS BHD)。这是一家净现金公司,手上现金和FD有RM8742万,没有贷款!在FY18派了RM4347万的股息。因为是净现金公司,所以能稳定的派息。

你希望公司勉强地派发股息,还是拿“多出来”的钱来回馈股东?
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James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.33 in 3 months 13 days, total return is 66.3%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.22 in 8 months 28 days, total return is 53.5%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.99 (dividend RM0.015) in 7 months 17 days, total return is 40.6%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.77 in 2 months 9 days, total return is 33.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 3 months 6 days, total return is 29.5%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.26 (dividend RM0.0375) in 5 months 15 days, total return is 21.6%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.02) in 5 months 28 days, total return is 15.4%

h) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 2 months 9 days, total return is 14.4%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.96 in 2 months 30 days, total return is 12.9%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.39 (dividend RM0.035) in 4 months 11 days, total return is 12.2%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:4月21日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Silka Johor Bahru Hotel, Johor Bahru (包括免费点心,茶和咖啡)

日期:5月26日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这
https://web.facebook.com/jamesshareinvest/posts/2224010674532341 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
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[Distribution of dividends done compulsively]

What is the situation in which a debt-laden company paying out dividends compulsively? For example: TEXCHEM (8702, TEXCHEM RESOURCES BHD), distributed a dividend of RM0.10 on 15-Jan-2018 (which cost RM10.08 million). Based on the current stock price of RM0.70, the dividend yield is 14%! But if you read its liabilities, long-term loans of RM16.46 million, short-term loans of RM160m, total loans of RM180m, and only got RM81.15 million cash in hand. The interest expense for one year is RM9.28 million. So TEXCHEM can't pay stable dividends because it has to settle its RM180m loans!

Instead, let's look at COCOLND (7205, COCOALAND HOLDINGS BHD). This is a net cash company with RM87.42 million in cash and FD on hand, no loans! Distributed RM43.47 million dividend in FY18. Because it is a net cash company, it can pay stable dividends.

Do you want the company to pay dividends in a compulsive way, or give back to shareholders the "extra" money?
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James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.33 in 3 months 13 days, total return is 66.3%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.22 in 8 months 28 days, total return is 53.5%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.99 (dividend RM0.015) in 7 months 17 days, total return is 40.6%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.77 in 2 months 9 days, total return is 33.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 3 months 6 days, total return is 29.5%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.26 (dividend RM0.0375) in 5 months 15 days, total return is 21.6%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.02) in 5 months 28 days, total return is 15.4%

h) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 2 months 9 days, total return is 14.4%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.96 in 2 months 30 days, total return is 12.9%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.39 (dividend RM0.035) in 4 months 11 days, total return is 12.2%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2224010674532341 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

https://klse.i3investor.com/blogs/general/200302.jsp
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