Jason Ngu's comments

Jason Ngu replied to comment on ICAP.

3 July 26, DUFU & SAM still surging up even though US semi-con collapsed overnight..

1 day · translate

Jason Ngu replied to comment on WTK.

pls share some info regarding what is the matter that only 2 more weeks left..?

3 days · translate

Jason Ngu replied to comment on ICAP.

London Boy 已是困獸之斗. Now is the best time to collect cheap chips from him

1 week · translate

Jason Ngu replied to comment on ICAP.

Dividend formula : 4% + 8%(Net Asset value per share - Market price per share)

1 week · translate

Jason Ngu replied to comment on AJI.

yes, but what to do. once the growth is stable and profit is foreseeable and no need public fund, they won't share profit with you..

1 week · translate

Jason Ngu replied to comment on ICAP.

Topped up another lot today. Great price RM 2.45, give me around 7.8%dividend yield per annum

NTA = RM 4.31
share price= RM 2.45
applying dividend formula give you 7.8%dividend yield better than Epf dividend rate

1 week · translate

Jason Ngu replied to comment on WCEHB.

SHAH ALAM: Section 3 of the West Coast Expressway (WCE) is expected to open to motorists in the first quarter of 2027 as it nears completion by the end of this year.

West Coast Expressway Holdings Berhad (WCEHB), in a statement, said the construction progress of the section had shown positive momentum following the successful resolution of a land acquisition matter involving 19 residents in Kampung Jawa, Klang, in December last year.

1 month · translate

Jason Ngu replied to comment on BIPORT.

肯纳格投行继续看好民都鲁港，主要基于3大因素。

第一，民都鲁港处理大马LNG货物的收入稳定，而这些货量通常占集团总吞吐量约一半，是其核心现金流来源。

第二，随着民都鲁港新经营权安排推进，港口收费未来可能上调，尤其市场预期2027财政年或出现港口关税显著上调，这将成为盈利增长催化剂。

第三，沙马拉祖工业园仍具备庞大成长潜力，区内重工业投资增加，将继续带动港口长期货量需求。

不过，该行也提醒，风险包括民都鲁港未能在新经营权下争取足够的收费调涨，以抵消营运成本上升；另一个风险则是全球经济衰退，可能打击沙马拉祖工业园重工业活动。

1 month · translate

Jason Ngu replied to comment on TIMECOM.

具體操作指南：
穩健核心資產（底倉）：配置 TimeCom (5031)
目前 TimeCom 的股價在 6.20 – 6.30 令吉附近震盪，P/E 雖略高（約 25 倍），但考慮到其對光纖網絡的絕對壟斷、以及 AIMS 數據中心資產在東南亞的重估價值，再配合大幅調高的 50%–75% 分紅承諾，它是您投資組合裡無懼市場調整的「定海神針」。

1 month · translate

Jason Ngu replied to comment on TIMECOM.

迷人的一點：它的現金流極其恐怖。董事會剛修訂了股息政策，承諾將 50%–75% 的淨利分紅給股東，近年（如2025/2026年）頻頻在常規股息外加碼**「特別股息」**。

1 month · translate

Jason Ngu

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