Comments on MUHIBAH

chang fok ming

2 Like · Reply

Key take-way from Annual Report

1. SCA (associate company) has secured the operating rights of new Techo International Airport for 15 years + compensation of USD 140m

2. Favco has secured crane orders from Saudi’s Jeddah Tower (upcoming world tallest building)

3. dividend : 3 cent

3 days · edited · translate ·

Previous replies (2)

leong nleong

Rm 1.37 is fair price

Like · Yesterday · translate

leong nleong

Year 2019, yoy profit 37m and share price rm 2.50.
Year 2024, yoy prpdit 70++m fair price from rm 1.37
Appreciate Value assets

Like · 23 hours · translate

Ah Choon Wong

3 Like · Reply

Micheal Saw , Favco 业绩不美，小心！

5 months · translate ·

Previous replies (121)

Ah Choon Wong

金价大跌，避险减低，股市就有机会向北！

Like · 3 days · translate

Ah Choon Wong

補上 gap, 三分股息有日期，就希望顺顺利利向北！

Like · 2 days · translate

Wayne

1 Like · Reply

Wow declare dividend 3sen or 5% yield

6 days · translate ·

chang fok ming

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Cambodia airport traffic 25Q1:

By passengers (in millions): 1.442m (+22% y-y)
24Q1: 1.181m
24Q2: 1.136m
24Q3: 1.194m
24Q4: 1.328m

By number of commercial flights: 12,711 (+22% y-y)
24Q1: 10,391
24Q2: 10,544
24Q3: 10,724
24Q4: 11,438

2 weeks · translate ·

chang fok ming

1 Like · Reply

钱多就作怪…
50mil use for share buy back can terus limit up !
But management opt for increase stake in Master

1 month · translate ·

Previous replies (1)

dave ENG

sbb 更多属于财技，而收购的话属于non-organic growth？看是在意长期成长还是短期股价暴涨

Like · 1 month · translate

chang fok ming

RM 1.5mil can make price down 13%!
If the 50mil apply share buy back can limit up few round eh !!

Like · 3 weeks · translate

dave ENG

2 Like · Reply

疯狂的市场，好公司被埋没

3 weeks · translate ·

chang fok ming

Dividend yield > 5% alrdy
+ airport concessions recurring income cum defensive

With the current market cap, airport’s net profit x 4 years alrdy cover it !

Like · 3 weeks · translate

chang fok ming

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Cambodia airports’s traffic (Phnom Penh + Sihanoukville) - OFFICIAL DATA

2025
By Passengers numbers
2025 Jan: + 25% y-y
By Commercial movements
2025 Jan: + 23% y-y

2024
By Passengers numbers (+20% compare 2023):
24Q1: 1.181 million
24Q2: 1.136 million
24Q3: 1.194 million
24Q4: 1.328 million

By Commercial movements (+12% compare 2023):
24Q1: 10,391
24Q2: 10,544
24Q3: 10,724
24Q4: 11,438

2 months · edited · translate ·

chang fok ming

By Passengers numbers
2025 Feb: + 24% y-y
By Commercial movements
2025 Feb: + 21% y-y