Billy Looi

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Joined Jun 2020

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Billy Looi replied to comment on YTLREIT.
hahahahha ! let's wait
1 month · translate
Billy Looi replied to comment on YTLREIT.
Yes. true.
0.95 is haven't even include margin of safety yet. based on 10% margin of safety the ideal price also would be 0.87 after less from 0.95.
1 month · translate
Billy Looi commented on YTLREIT.
laugh out loud. 1 month period from 1.2 to 1.0 [-17%].

1 year dividend rate how much ? need 3 years to cover back this drop.

simple logic: dividend drop, price sure drop.

Target price : to maintain 6% min rate same as KWSP, the ideal price to enter would be 0.95 and below.
1 month · translate
Billy Looi replied to comment on AMWAY.
Amway Business :
1. slower turnover of business m, back to pre covid level.
2. tax of extra 10mil to be paid which due to certain items not deductible.
3. Current cash level can easily cover all the current liabilities.

So I don't really see why the huge sell down ? if just read title headline yes be afraid, but if study the report. You will see clearly. It's inventories turnover and income tax that affect. That's all
1 month · translate
Billy Looi replied to comment on MATRIX.
yes dilution of share will cause dividend per share lesser in future.
1 month · translate
Billy Looi commented on MATRIX.
so is it the total shar become more in the market ? increase by 50%.

doesn't this dilute future Eps? and potentially dividend per share dilution unless they increase the payout ratio?
1 month · translate
Billy Looi commented on AMWAY.
wow good dividend ! business is just back to pre covid level. normalised business revenues.
1 month · translate
Billy Looi replied to comment on YTLREIT.
just wait and see. div cut price always drop. simple as that.

you want hold and see. or cut and park other place first.

simple logic.
1 month · translate
Billy Looi replied to comment on YTLREIT.
yes Max. that's right.
1 month · translate
Billy Looi replied to comment on YTLREIT.
hey Jonathan, long time no see you around here. how r u ?

Safe assumption : next div payout rm0.04 + current rm0.029 : To get a safe 6% return, the pricing would be RM1.1.

If next div return is still same rm0.029 then pricing need to be rm1.00 to get a 6% return.

Take into consideration of foreign currency AUD risk and asset heavy, i will only consider at rm1.00 as margin of safety.

For now. 6% return most bank stocks can give this rates. Won't consider this REIT for now.
1 month · translate
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