EWINT 5283 ECO WORLD INTERNATIONAL BERHAD豪派每股33仙股息后何去何从?
就如之前董事部承诺的,日前EWINT宣布派发每股高达33仙的股息以回馈股东支持,总额高达逾7亿9200万令吉,除权日落在9月8日,并于9月29日支付。消息传出后EWINT股价也大热追捧,并创下4年新高。然而,公司豪派股息的决定背后有什么意义吗?
根据管理层早前的解释,EWINT主要专注于将已发行的股票、现金和生产价值释放出来,这笔股息是扣除掉为公司预留的必要营运资金需求后,把多余的现金分配给股东。不过,一般上的公司都会选择保留更多现金储备以作长期打算,比如说像EWINT这样的产业股,是否该保留部分资本来收购更多地皮或物色并购计划的潜在机会呢?
根据最新年报披露,EWINT持有的地皮落在澳洲,大约仅有9,657平方米(账面数额达逾2亿令吉);反而通过英国联营公司间接持有的地皮更多,高达203,216平方米或等于50英亩(账面数额为逾27亿令吉)。地库储备似乎不大,不过考虑到地点是落在澳洲和英国,项目总开发价值肯定比账面数额更加高。
然而,由于会计制度的关系,EWINT的资产负债表和损益表仅披露了其在联营公司的投资净值和盈亏分享数额,其在合营公司间接持有的地皮并没有反映在资产负债表上,这或许低估了EWINT未来长期发展和潜在获利机会的价值。
其实,EWINT在2023财政年首7月的总销售高达9亿令吉,放眼今年的销售目标可达14亿令吉,今年的财务表现预计不会太差。由于市况不见改善,公司也并不急于推出新项目,因此目前都专注在脱售产品库存以及评估可行性的新项目。随着英国政府连续加息来抑制通膨,贷款利率不断上涨也打击了英国房产销量。
对EWINT来说,保持审慎态度,等待市场复原是无可厚非的。另外,随着现金部位已经获得强化,估计公司会在今年赎回剩余的回教中期票据,到时候能节省更多的融资成本并改善营运表现,而EWINT的资产负债表也更为健康,有助于公司的长远规划。
说回这一次的慷概派息,个人相信在9月8日除权后,EWINT的股价将会调整至30多仙并为期一段时间,直至公司的盈利前景有所改善。对部分投资者来说,现在或许是趁机退场的机会,毕竟EWINT也不可能每一年都会派发这么高的股息,而且目前股市久久不见明朗化,套现离场也是比较可行的选择,这取决于投资者本身可以承担的风险能力以及这档股项是否值得长期持有。
https://investalone.blogspot.com/2023/08/EWINT-DIVIDEND.html
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