Comments on MUHIBAH

chang fok ming

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

2 weeks · 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 · 2 weeks · 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 · 6 days · translate

dave ENG

1 Like · Reply

疯狂的市场，好公司被埋没

6 days · 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 · 6 days · 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

1 month · edited · translate ·

chang fok ming

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

Like · 3 weeks · translate

Ah Choon Wong

3 Like · Reply

Micheal Saw , Favco 业绩不美，小心！

4 months · translate ·

Previous replies (118)

Michael Saw

这股是超低估值了，等待一个contract来就行。

1 Like · 3 weeks · translate

Stanley Tang

静静的买就是了，也不用解释太多，准备迎接下半年的爆发

2 Like · 3 weeks · translate

chang fok ming

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今年1月份，通过航空入境柬埔寨的游客达24.5万人次，同比增长18.8%。其中，从金边机场入境的游客为15.7万人次，同比增长18%；暹粒机场为8.3万人次，同比增长16%；西港机场为4294人次，同比猛增267%。

https://cc-times.com/posts/27640

1 month · translate ·

chang fok ming

柬埔寨航空业客运量今年预计达750万人次
https://www.jianhuadaily.com/20250313/283249

Like · 1 month · translate

Consultant88

1 Like · Reply

Muhibah 强！全都大跌 Muhibah 还站稳

1 month · translate ·

Consultant88

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look like it's pattern will close at 0.670 or below....

1 month · translate ·

chang fok ming

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Forecast 24Q4 result:

Concession segment expect to contribute 35mil (airport + road maintenance)

Crane segment contributed PBT 52mil (Favco’s Q4 result)

Now we have 87mil PBT as buffer~
The rest depends on construction segment !!

Either achieve highest quarter profit since MCO or sohxx impairment again ~ god bless !

1 month · translate ·

Previous replies (1)

dave ENG

congrats to those who bought the dip few days ago

Like · 1 month · translate

chang fok ming

What to expect in upcoming result:

1) Cambodia airport traffic still in strong growth momentum
-ytd (Jan&Feb) the flights number even higher than 24Q4 (+14% q-q or +25% y-y)

2) Favco success to delivered the largest hammerhead craneK10000 to Samsung shipyard early this year

3) Saudi’s Neom city projects to award soon

4) Petronas’s latest activity outlook show 22 offshore fabrication jobs to award in coming 3 years

Like · 1 month · translate