All Comments on MFCB Reload

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Steven Gan
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Hello?
Hello??
Hellooooo???
Steven Gan
trap or really come???
Like · 2 days · translate
Steven Gan
405也破不了,看来下个星期也是等着回调了~
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道法自然Mother Earth
5 Like · Reply
Mfcb 就快是世界最大椰糖生产商了!利润高呀!
Tat Wai Wong
Run!!!!Dont ask me why!!!Fast Fast Run!!!!
Like · 1 week · translate
Steven Gan
Run!!!!Fast Fast Run!!!!!!!!Dont ask me why!!!!
Like · 1 week · translate
Huo Wei Pheng
3 Like · Reply
之前一直被压在4.40左右,最近突破+有量,很大可能有分到LSS5?无论如何,以管理层的执行能力,这只股绝对值5B以上的市值。
Huo Wei Pheng
let stay firm at 4b market cap first haha, but anyway company near term growth is limited + dividend yield is low. slowly buy.
Like · 1 month · translate
Steven Gan
3.91买入会打包吗?呵呵
Like · 2 weeks · translate
Hilary Loh
8 Like · Reply
还有人留守在MFCB吗?冒个泡
Steven Chong Perodua
Anyone knows what happen today?
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War Breaker
真的是静音的跌。。。。。不知道哪里不对?
Like · 1 month · translate
Ah Choon Wong
2 Like · Reply
ASEAN Power Grid 对它是利多……幾年前,这支股在没给红股前,7.40 原本要小量買3 千股,按錯鍵, 買到三万股,隔天,只好以原价7.40 contra 两万股,亏水钱,还没红股前,以7.80 賣完!
Steve Cheah Siew Wai
MFCB not do bonus issue, just spread shares 1 to 2....
Like · 1 month · translate
Symy
2 Like · Reply
小股民只能等大咖来推高了,只要公司依然ok就等吧
Lim
4 Like · Reply
哎!投这家公司是小股民的悲哀!
Ng MC
1 Like · Reply
stingy on dividend payout ratio.....
Hong Chew Eu
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Mega First’s Renewable Energy Empire: Sustainable or Just a Lucky Streak?

Over the past decade Mega First has grown its renewal energy segment so that today its is the main earnings contributor. As can be seen from the left part of the chart, the contribution for the other segments are not very significant.

When you look at the earnings trend for the Renewal Energy division, you have to remember that there have been changes in the source of revenue over the past 12 years. Refer to the right part of the chart.

https://i.postimg.cc/fy84M3DK/Mega-First-earnings.png

Initially the revenue and earnings came mainly from the China and Tawau projects. When these ended in 2017, the revenue from the construction of the Loas hydro plant became a significant contributor.

In 2022, with the completion of the construction of the hydro project, power sales from the hydro project became the biggest revenue contributor.

Its main renewal energy business today comes from its hydro plant in Laos that has a long-term concession (until 2045) providing it with stable cash flows.

Over the past few year, the Group has delivered good returns and is financially sound. Part of this good performance was due to the tax incentives for the hydro plant. My valuation assuming that there is no longer any tax incentives showed that the market price reflects the business value.

Overall, while Mega First has built a strong renewable energy platform, its long-term attractiveness as an investment will depend on how well it navigates some the following challenges and opportunities.

• Will the Laos economy have a long growth runway?

• How will the company maintain its earnings momentum once the tax benefits taper off?

• Are there plans to acquire new projects or enter new markets to provide a growth path?

For more insights refer to Is Mega First Corp an investment opportunity? https://www.i4value.asia/2024/12/is-mega-first-corp-investment.html#more
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Wayne
2 Like · Reply
Any news? Uptrend stock
Wayne
不要让我们失望,上升吧
Like · 4 months · translate
Jason Ngu
A fund manager, when contacted, believes that the policy will be positive for YTL Power in view that “even less [parties] will get access to GB200 [GPUs] in its vicinity, while it has preferential treatment”.
Like · 3 months · translate