Vz

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Joined Aug 2020

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Assuming rm10, 000 as capital.

LPI - RM14, pbb rm4.5 per share.

LPI get 714 unit and Pbb get 2222 units.

LPI dividend = 714 x 0.8 (annual div) = RM571.

Pbb dividend = 2222 x 0.19 = RM412.

So for dividend wise, LPI win. So if u seek for dividend play, focus LPI.

PBB mainly for capital gain.
3 weeks · translate
Pbb dividend policy is 50% while LPI is 80% if not mistaken.

If u direct own LPI share will get more dividend. But it all depends on the company earning capacity.

Not necessary dividend payout ratio 80% more than company with 50% payout if earning much more lesser.

But for me, LPI is quite a defensive stocks with good governance and prospect.
3 weeks · translate
50 sen. Not bad.
4 weeks · translate
Rm15 will come one day.. So in the meanwhile take dividend first and sell for capital gain when Rm15. Why so rush? Very 等钱用?
1 month · translate
Already told many times...look back 10 years price movement... CNY time or dividend time up up de... Low dunwan buy.. High only come.. But not too late I guess.
I
1 month · translate
Don't accidentally click exercise for corporate action rm9.80.

Not u buy rm9.80 but pbb wan buy from u for rm9.80... No body will share so all remained. This just to comply with laws.
2 months · translate
CNY big angpao Mari and price up again...while the price low, try to accumulate. For flood, it will be some effect on financial but not big effect, I would say less than 5% of profit.. The most serious flood affected area is kelantan which LPI has very less present there as Islamic takaful would be preferable.
2 months · translate
Tnb once became rm8+ and people curse, cut loss, this and that... No ppl dare to buy. Now rm14+ people say good future, bla bla bla and buy at high price.

Will Dialog same fate?
3 months · translate
Oils always has demand... Price up and down is normal and I believe OPEC will do some countermeasurement. Buy at low and hold till it boom again. Holding power is the key for good fundamental company.
4 months · translate
Keep only. When the overall trend come it will up again.. Make sure and monitor company still earn decent profits then ok lo.. If profit good but price down.. Seem not logic then can top up some average down.. My opinion..
4 months · translate
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