LCTitan和RCECAP豪迈派息
在我和吾姐的投资组合里头,有两间公司不约而同派发非常大方的特别股息,分别就是LCTitan和RCECAP,不禁让我感到又惊又喜。毕竟当下经济不是很好,股市也欲振乏力,究竟是什么原因促使这两间公司作出这样的派息决定呢?
先来说说LCTitan。这间公司在11月24日宣布派出每股13.98仙的特别股息,让投资者大感意外,因为LCTitan在今年首9个月的业绩都在亏钱,若按照公司设定的最低40%派息率标准,今年应该不会派息才对。然而,管理层在文告里却对企业前景相当有信心,还特别提到通过印尼新乙烯 (LINE) 项目,未来将继续扩大当地业务,并致力在2025年成为东南亚市场最大石化公司之一。
截至9月30日,LCTitan的现金储备高达26亿6433万令吉或相等于每股1.17令吉,当中有9亿1088万令吉来自于当初公司上市筹资的资金,其余都来自生产活动产出的现金流量。因此扣掉这一次豪迈派发总额3亿1840万令吉的特别股息,LCTitan依然还有足够的内部资金来应付营运支出。
LCTitan在业绩高峰时期(2017年)挂牌上市,然而随着行业进入下跌周期对盈利造成严重打击,导致其股价长期走低。当初以公开售价6.50令吉买进的投资人对比现在股价肯定是损失惨重。或许因为这个因素,管理层才会连续第二年决定派发特别股息来回馈股东对公司的支持。在短期之内,相信LCTitan接下来的业绩表现也不会立即好转,因此是否该为一次性的特别股息而买进股票的投资人来说须自行斟酌。
至于RCECAP,这间公司在2023财政年次季的业绩营收和盈利破新高,因此决定派发每股23仙的股息,包括每股5仙的中期股息以及每股18仙的特别股息。有分析认为,明年起公务员即将起薪,总共惠及130万公务员,预料将为RCECAP带来更高的贷款需求。然而国家银行不断升息,RCECAP的贷款利息也会跟着走高,因此如何降低贷款成本,辅以贷款增长,才可为公司创造更坚韧的盈利增长。
RCECAP在截至9月30日坐拥高达8亿852万令吉的现金储备,相等于总资产至28.8%。在这一次RCECAP派出总额1亿6854万令吉的股息给股东后,公司依然有足够的现金可以应付营运活动。
与LCTitan相比,RCECAP的成长就非常稳健,最近5年的复合年均盈利增长率为9%左右,而每年派息也随着盈利有提升而增加。RCECAP的资产基础不断增强并创造更高的营收和净利,为股东带来更好的回酬和收益。值得一提的是,去年RCECAP才完成了派红股活动,今年又派出特别股息,这两三年有买进RCECAP的投资人应该赚得盆满钵满吧。
LCTitan和RCECAP都有各自考量来决定派息,共同点就是拥有非常充裕的现金部位,股息的资金来源是从生产活动获得的现金流量而不是通过贷款取得的,这该让投资人更加宽心,在2022年结束之前就好好笑纳公司慷慨给出的丰厚股息吧。
https://investalone.blogspot.com/2022/12/LCTitan-RCECAP-Dividend.html
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