Tia Wei Ann

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Joined Jun 2024

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Queue but EPS still very low. SDS’s EPS 9 sen with market value RM422mil ; KOPI EPS 2 sen with market value RM1560mil! It has been very overvalued, even KOPI net profit increase by 400%, only at same level of EPS with SDS.

KOPI need achieve EPS with 9 sen and plus future value, only worth its current price. But currently EPS only 2 sen.
4 days · translate
公司给的递延盈利,会在下个季度补回来的说法是成立的。因为Budget 2025在2024年10月公布,公布了2025年1月1日后的房屋买卖合同的贷款利息才可以扣个人所得税,所以正碰上这个季度的时间点。

正碰上市场大回调,可以看看有没有机会收更多这种一年派4次股息且盈利稳定的公司的股票。
5 days · translate
But even profit increased, EPS per year too small, only 5.7sen.. if let say distributed 50%, dividend yield only 1%. Together with PE by 38, this meaning current share price already reflected very far future performance.

For long term value investors, when it’s PE around 25, and EPS is sufficient to distribute 3 to 5 % dividend yield, only consider good enter point.
1 week · translate
重点这市值已经反映未来了啊,且现在一年的EPS才2.6sen ,少到根本派不起股息。未来哪怕翻倍到5sen也根本派不了分红。 外面开一间知名franchise算它500万好不好,20间店也才1亿,它现在16亿市值就可以看出炒得多高了。
1 week · translate
It does not like MCD has it own specific menu. KOPI only have menu with same as other Nan Yang cafe.
1 week · translate
What if compared to SDS, which same food industry.. See their EPS, PE, size and financial performance, do you think KOPI market value can 400% over SDS? Is SDS undervalued or KOPI overvalued?
2 weeks · translate
其实IPO的估值是专业人士给出的合理反映未来几年增长的价位。第一天被财团推高到0.98套利了,过后的震荡只是散户在接手贵票和撑着这个高价位。。
2 weeks · translate
Yearly net income dropped by RM22mil due to smaller fair value gain on investment properties by RM46mil compared to last year, which is unrealized income and not considered as its business performance.

Realized net income increased by RM24mil (+8%). You may refer financial result page 2 of 20.
3 weeks · translate
It is proposed in IPO, so let guys feeling it is cheap and undervalued. For investor, only look at its market value but not share price.

And actually bonus/right issue is not difficult, maybe you could ask your friend who is a company secretary. Bosses normally held more than 50% and can pass the resolution.
4 weeks · translate
But SDS EPS 9sen market value only RM480mil; while KOPI EPS 2sen even future double up to 4sen, it’s current market value RM1800mil?

KOPI has 2billion shares at RM0.9 each; SDS has only 400mil shares at RM1.17 each. If SDS issued 2billion shares, it current share price only RM0.24.

Will you still feeling KOPI under valued?
1 month · translate
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