Tiger is betting on Chinese sentiment like funding for Chinese education. Carlsbg on games like footballs.

Tiger does capture some of Carl markets.

Depending on historical data alone to buy shares are very risky. Most stock brokers have the future data.

And yet, they are prepared on the worst, best and achievable scenarios . You have to filter them .

This post has been edited by SKY 1809: Oct 11 2008, 12:14 PM

5% less tax is no much better than FD mah. FDs are Govt guaranteed, right ? Not worth the risk, lah.

Share price could go down further if there is a depression, leh . 5% div could become super low then.

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Added on January 31, 2009, 9:15 pmProton is better than Toyota bcos it is selling at higher price than Toyota ( before adding all the taxes.)

Malaysia sure boleh one.

This post has been edited by SKY 1809: Jan 31 2009, 09:27 PM

They are in "Cycle " businesses , so do expect the up and down .

If you prefer smaller cap, then take a look at REITs .

I like REIT tax structure whereby you are taxed at only 10% instead of normal 25%. Smaller capital outlay and with more consistent dividend payouts. Unlikely to have special lumpy Dividends .

Risk factor, many claim reits to be high risk.

My personal opinion is : Moderate Risk .

Judge your own.

This post has been edited by SKY 1809: Dec 10 2009, 07:22 PM

Yes, you are right.

Generally, Risks are classified into conservative, moderate and High Risk , for so called Investments.

Generally, Equity is deemed to be High Risk across the board.

Again for share investment, higher risk could be due to High Beta ( Big Price Movement ) and Standard Deviation and so on. For those with low beta comes with smaller risk. Growth Factor and Time Horizon. Liquidity and so on.


"Higher risk" is also possible if a particular company operates in many third world countries ( emerging markets ) , or like Dubai and so on.

If taking in these factors, investing in M REITS to me is quite a " Moderate" risk , my own term. Also if you spend time to understand them.

No doubt, it is good to start with Fear ( by asking all sorts of Q ) than Greed ( asking for only rates of returns ).

Not saying you are wrong anyway.

This post has been edited by SKY 1809: Dec 11 2009, 08:09 AM

VT sold quite a number of Golden Goose.


DIGI and Prudential Insurance are some examples.

Apparently not keeping many cash cows in his group.

Yes, you are right.

Seriously no one looks at the reserves or retained profit they have, in order to give special dividends year in year out.

To me this co is downsizing quite a lot . Reserve drops to mere rm 33m, a big part generated from Other Incomes and Gain from disposal of property ( totaling 70% ) and EPS is at best 28sen ? previously 46sen. Operating profit is about rm 9m a year from 500m turnover.

Bank bal is low at 28m

Where is the rm One dividend to come from ?


"Too high a hope may result greater disappointments " in the future.

Good luck to all.

And plse correct me if I am wrong.

This post has been edited by SKY 1809: Mar 6 2010, 09:20 PM

You are welcome.

If market price factored in a high expectation of future dividends of 50sen a year, it is quite worrying.

And Special Dividends came from selling off of some profitable businesses ( or ceasing of a profitable business in Year 2008 ). Sorry, too lazy to go into details. They have distributed a big part of dividends through Reserve built up over the years.

By the way , the car market is picking up. Just do not know the net profit margin now ( last year less than 2% on average i.e 9/500 ). Just wandering why it is low for a lucrative business Too lazy to find out unless I want to buy this stock.

Take care and do more homework.

This post has been edited by SKY 1809: Mar 7 2010, 05:18 PM

Thanks for the info.

Ya, the core business earns very little.

Sideline business from MBM or other incomes earn more.

Even that, Co needs to earn or having 100m in Reserve in order to pay RM 1 dividends ( assuming the paid up capital is rm 100m )

This post has been edited by SKY 1809: Mar 7 2010, 06:23 PM

But the problem with many dividend investors ( from the info I gathered from this thread ) just invest according to the past dividends track records.

Seldom they read whether the company's core business is improving or otherwise. ( with the Exceptions of YTL Power and REITS investors ), so long the dividends are consistently given.

They are more happy to get special dividends, but in fact the company concerned could be selling off very profitable business to related parties. The special dividend could be just a cover up of their great plannings.

Even there is an increase in BLR, not all banks get to enjoy better profits. Some may drop in term of profits.

Do not mean it is the wrong way to invest.

Just Many things have been taken for granted.

Best of luck to all.

This post has been edited by SKY 1809: Mar 8 2010, 08:36 AM

Maybe you have some properties pledged with them earlier

Nothing is fixed in this world unless u can fix the FCF for the next 10 years ...20years or more.......

Otherwise it remains as a promise........Boards can be easily changed too due to aging problem......got Fixed Board of Directors

This post has been edited by SKY 1809: Dec 27 2013, 01:45 PM

Well If EPS goes down , in fact some companies may choose to give a better Dividend payout....so people do not simply sell off the stock . price remains stable.......Hope for the better maybe

This post has been edited by SKY 1809: Dec 27 2013, 01:50 PM

Big Risk if a company loses a Premium Grade.........here comes the " double edged" sword, losing Capital and Dividends

But Q is can it be of Premium Grade fixed permanently .......

This post has been edited by SKY 1809: Dec 27 2013, 02:15 PM