thanks for info.

at this rate, TG will be >3.2% very soon.

harta should hold well today, last day cum dividend.

You got the happy family spot on.


Muda and Orna not good?

At home more used to kopi.
Morning teh I like the kopitiam style but sendiri don't know how to make.

Suddenly packaging discussion.

Haha. Is that a hint?

When the cow needs to drink ... it better learn lo ...

The paper got the Jingxing billion ringgit poser lo ....

Else, I would have seriously considered Muda or maybe Orna again.....

now? squat lo .....

cheh....

On HP. Get back to you later 😀

By the way. Help check on QES?

This post has been edited by squarepilot: May 20 2021, 10:24 AM

Dun bruff.


I glanced at it .... but did not want to look inside. LOL!

I think la ..... best do nothing with tech sector for now....

most of the leaders really need to digest their hefty gains ( or you can say ... most of the stocks are already at very optimistic pricing )
and as you know me ... when the leaders don't lead ... best don't itchy behind la.

You got keep this link or not?

Posted b4 few times la...

https://www.bloomberg.com/graphics/covid-va...l-distribution/

it's now 1.54 billion doses administered....

scroll down... read the part about Israel? (see under are we bending the curve yet?)

another link...

https://www.bing.com/search?q=daily+worldwi...=ANNTA1&PC=W069

this the daily worldwide cases....



but for the gloves the big market that matters...

the US



Look at Uk...



look at the said success story about Israel ...



Italy



Portugal



germany



that's so much improvement. The drop in the daily cases across Europe and US.

the data is there.....................................!!!!


but ya... the horror stories from India...






well? what say you?

Does COVID play still have 1 last ride? Haha we’ll know soon

The Yanks have like 36% of their own vaccinated and they started partying like there's no tomorrow.........reckless? Or just wanna kill off as many republicans as possible?
Everyone thought India had some kind of inbuilt immunity and they probably believed it themselves to their detriment! Sadly, the light at the end of that long tunnel is getting dimmer.

Sit and play spider season.
Today a little tired, THREE different people in my office wanted to get my views on Tenaga as a good dividend stock. I surrender to Malaysian beliefs.

Leave my spider alone!!

Hey, I have not done one for Tenaga. (I don't recall.... )

let me do a the last 5 year on it.... gotta keep my fingers busy sikit.

I think I did a bit of a writeup a few hundred pages ago.
Not something I am a fan of so never touched it. Ever.

This is 5 year chart of Tenaga.

Use 2016 as starting point. The chart is 'unadjusted for it's dividends' etc...
I use this so that I have the actual reference price of what Tenaga was trading at during that time...



Tenaga last 5 years profits...

2016 -- 7.368 Billion
2017 -- 6.904 Billion
2018 -- changed calendar year ... so I use profit of 3.724 Bil (ignoring 4 months profit of 2.756 Billion)
2019 -- 4.529 Billion
2020 -- 3.593 Billion

Clearly, despite the so-called monopoly business status, Tenaga does not have a strong moat on its profits. ( Yup, there are many who has been misguided. They believe that monopoly business is a sure win but clearly it's not.

Logically and understandably, its business is affected if there is a change of government or change of govt policy.

The confirmation that Tenaga's earnings was declining...



Nov 2018 and it's marked with the dotted lines on the chart below... was it or was it not a good time to sell?



The dividends...



So if one had purchased on May 2016 (5 years ago ma...)

The price would be around 14.00.



the dividends collected since then...

32 sen + 61 sen + 21.41sen + 53.27 sen + 100 sen + 80 sen = 347.68

Price of Tenaga as of yesterday closing is 9.95.

Current share price + total dividends collected => 9.95 + 3.4768 = 13.4268.

cost of investment was 14.00.

err... macam rugi duit sikit.....

statikinetic

Now get this... if sold at Nov 2018.. once the profits showed very clear sign of declining....



one could have cash out at 14.80 (which means a 80 sen profit)

and the dividends collected would be 32 sen + 61 sen + 21.41 sen + 30.27 sen = 144.68 sen!

So profits would have been 80sen + 144.68 sen!!

wow!!


which again reflects what I have been saying.... dividends is and always is a bonus.
The dividend cannot be the sole reason why one invest in a share.

That is a good reference for Tenaga believers.
Dividends cannot rarely survive capital depreciation.

The scenario of selling in Nov 2018 invovles a bit if timing the market too.
If one can time the market, there is much more to be made without relying on dividends.

And to tie up the entire dividend scenario, it also applies on your views on some companies which are cash rich right now, no?
Much cash but downwards trajectory.

even if it hits 4% i doubt will have any impact

i guess some people still dreaming of gamestop lmao

i want spider. ada? hahhahhahahaha

See this part again...

The confirmation that Tenaga's earnings was declining...



tenaga QR reported net profit on Nov came in at 501 million only wo... that was such a nasty drop.

see how the stock went down after that?


It was really funny.
The whole idea, all the time was the explosive growth in earnings....
and then because the stock was falling, the whole goalpost shifted...
The reason to buy the stock was shifted as a dividend play.