NAIM HOLDINGS BHD

KLSE (MYR): NAIM (5073)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

1.11

Today's Change

+0.02 (1.83%)

Day's Change

1.07 - 1.09

Trading Volume

240,600


13 people like this.

10,335 comment(s). Last comment by TheContrarian 4 days ago

zhen0000

512 posts

Posted by zhen0000 > 2020-07-27 17:18 | Report Abuse

明天就下破$080到$0.78就可以买了,ok

zhen0000

512 posts

Posted by zhen0000 > 2020-07-27 17:20 | Report Abuse

刚刚在$0.805以买了一点,哈哈哈

winmal

1,128 posts

Posted by winmal > 2020-08-03 09:23 | Report Abuse

Good Dividend paymenf 0.18 cents

WEIMEY

53 posts

Posted by WEIMEY > 2020-08-03 09:30 | Report Abuse

dividend yield is closed to 20%! laugh to the bank

kuanyap

54 posts

Posted by kuanyap > 2020-08-03 20:43 | Report Abuse

When r they announce dividend!?

jakar

136 posts

Posted by jakar > 2020-08-05 09:43 | Report Abuse

NAIM is expected to pay out a lump sum DPS of 18 sen within the next 12 months, which translates to an attractive dividend yield of 21.2% based on its current share price of RM0.85.

J.EL

137 posts

Posted by J.EL > 2020-08-05 10:25 | Report Abuse

where do you find this dividend info?

Shaw2017

46 posts

Posted by Shaw2017 > 2020-08-05 17:33 | Report Abuse

anyone knows when is the x date for dividend?

BullRunComing

1,449 posts

Posted by BullRunComing > 2020-08-05 18:49 | Report Abuse

The announcement isn't a formal announcement yet which approves by the board and submits to Bursa.

Since the disposable is expected to complete by Q3, likely the dividend announcement will be together with QR report, therefore i guess November 2020.

WEIMEY

53 posts

Posted by WEIMEY > 2020-08-06 09:14 | Report Abuse

despite the announcement isnt formal yet, which shareholders will reject this proposal? And, I heard that more assets will be disposed like quarries to pay out dividend.

BullRunComing

1,449 posts

Posted by BullRunComing > 2020-08-06 10:27 | Report Abuse

@Pukushima

You may refer to my previous comment. That's the expectation.

lotuseater

151 posts

Posted by lotuseater > 2020-08-06 18:30 | Report Abuse

They have already announced what they will do with the proceeds from the land sale. RM90 million will be given as dividend. Pls google the news. Just a matter of time.

Posted by Advin0174 > 2020-08-07 16:27 | Report Abuse

its only 2 cents per share at 90 cents. 2.2%... how much is the target price for this counter? will election boost this share?

BullRunComing

1,449 posts

Posted by BullRunComing > 2020-08-07 19:36 | Report Abuse

2 cent? Where did you get that 2 cent?

BullRunComing

1,449 posts

Posted by BullRunComing > 2020-08-07 19:39 | Report Abuse

@lotuseater

After all still the company financial performance matters, dividend isn't important anymore as it has already been factored into current share price.

The key is naim need to win more new project to enhance the order book and complete project to get the progressive payment, otherwise eventually you will get the dividend but lost more in share price.

Posted by Advin0174 > 2020-08-07 22:33 | Report Abuse

Sorry. My mistake in reading. It’s 18 cents.

KUALA LUMPUR: Shares in Naim Holdings Bhd rose in early trade following its plan to use RM90mil from land sale as dividend.

The property developer rose 2.27%, or two sen to 90 sen, its highest in two weeks, with 1.86 million shares done.

The group intends to utilise RM90mil of the proceeds from the sale of industrial land in Bintulu for cash dividend payout to its shareholders.

This translates into a dividend per share of about 18 sen based on the company’s 500.74 million shares in issue (net of 13.06 million treasury shares).

Naim said the cash dividend is to reward shareholders for their investment and continued

support of the group.

On July 17, Naim’s wholly-owned subsidiary, Petrochemical Hub Sdn Bhd had entered into a sale and purchase agreement (SPA) with Sarawak Economic Development Corporation (SEDC) for the proposed disposal of two parcels of vacant land with a total area of approximately 405.6 hectares in Bintulu, Sarawak for RM340mil.

WEIMEY

53 posts

Posted by WEIMEY > 2020-08-08 09:29 | Report Abuse

Naim should already secure sarawak infrastructure projects, pending for announcement. anyhow, I will still buy to keep some as the dividend yield is "delicious". Besides, Naim is moving to IBS, which is a good move. I can the share price will remain higher.

BullRunComing

1,449 posts

Posted by BullRunComing > 2020-08-10 15:59 | Report Abuse

Construction company will start moving soon as funds are slowly withdrawing from healthcare (glove mask) counter. Undervalued construction company that projects are going to resume soon is expected to rally.

WEIMEY

53 posts

Posted by WEIMEY > 2020-08-11 17:16 | Report Abuse

Dayang effect's on Naim. Higher Dayang's share price, higher perdana share price, more contracts announcement, more assets disposal for dividend, delicious dividend yield at RM 0.18.

Up_again

949 posts

Posted by Up_again > 2020-08-26 21:02 | Report Abuse

Naim-84 cents
Market cap about 400 mil
Cash in hand 180 mil 340 mil land sales for Sarawak petroleum hub
Owns 26% of Dayang and 10% of Perdana worth 350 mil

Basically Getting NaIm’s property business, land in Kuching and shopping malls for free

Dividend 18 cents this year

Up_again

949 posts

Posted by Up_again > 2020-08-26 21:04 | Report Abuse

Naim still have about 200 acres of land in Bintulu near this proposed Sarawak petroleum Hub

Huhu, if petronas and petros sarawak work out a plan and develop the Hub, kayalah Naim

Posted by wajatimur_28 > 2020-08-27 19:16 | Report Abuse

Just wait...price going to spike soon..or later

GTdyno

124 posts

Posted by GTdyno > 2020-08-27 23:30 | Report Abuse

In naim we believe

BullRunComing

1,449 posts

Posted by BullRunComing > 2020-09-02 12:36 | Report Abuse

The land disposal is going to be done within this month, let's wait for the dividend announcement.

MrFortune

27 posts

Posted by MrFortune > 2020-09-09 14:27 | Report Abuse

How to calculate the dividend of 18c? It is based on the units I hold or based on wat?

zhen0000

512 posts

Posted by zhen0000 > 2020-09-09 17:49 | Report Abuse

不要给这老千骗,说要给股息

WEIMEY

53 posts

Posted by WEIMEY > 2020-09-10 10:21 | Report Abuse

buy another 10lots at 0.77!

Harold Huong

1,036 posts

Posted by Harold Huong > 2020-09-10 12:56 | Report Abuse

Tok Tok Tok

zhen0000

512 posts

Posted by zhen0000 > 2020-09-11 07:49 | Report Abuse

看看吧!这sarawak老千说给股息$0.18是要骗你们的,看看股价从$0.90以下到$0725哈哈哈哈

zhen0000

512 posts

Posted by zhen0000 > 2020-09-11 07:53 | Report Abuse

当这老千一说要给股息$0.18的时候,我二话不说马上卖了他,现在等他下来$0.65在来买,yes

mf

29,156 posts

Posted by mf > 2020-09-11 07:53 |

Post removed.Why?

zhen0000

512 posts

Posted by zhen0000 > 2020-09-11 08:02 | Report Abuse

朋友们这公司是sarawak超级老千要小心点啊~不要给他说要股息骗去,这老千只说说大话罢了,所以说嘛到时又说什么什么又没给股息了,不要天真去相信他说的谎言ok

Posted by Hello IsMe > 2020-09-11 19:37 | Report Abuse

老千的话你为什么要0.65买? 老千随时会让他变去仙股。。小心啊你

zhen0000

512 posts

Posted by zhen0000 > 2020-09-12 07:03 | Report Abuse

这公司以给我赚了两次了yes

zhen0000

512 posts

Posted by zhen0000 > 2020-09-12 07:08 | Report Abuse

要买就要回去$0.6....的时候就可以买了,ok

zhen0000

512 posts

Posted by zhen0000 > 2020-09-12 07:50 | Report Abuse

这老千以给我赚了一两BMW X6.yes

chamlo

1,288 posts

Posted by chamlo > 2020-09-17 05:33 | Report Abuse

Worse under PN not true Taib Mahmud?

Kedahan

628 posts

Posted by Kedahan > 2020-09-17 10:56 | Report Abuse

M'sia Day over GPS get more under PN not PH?

TheSecret

658 posts

Posted by TheSecret > 2020-09-21 10:14 | Report Abuse

TOP reasons to buy Naim

1. Naim is giving a nice 18 sen dividend

2. Naim has sold 2 pieces of lands to Sarawak Govt for Rm340 million which is about 68 sen net cash

TheSecret

658 posts

Posted by TheSecret > 2020-09-21 10:26 | Report Abuse

We have waited and finally Naim is calling for Egm to conclude sale of lands to Sarawak Government for Rm340 Millions Cash

This is about 68 sen Pure Cash

Of this Rm340 Millions Naim will allocate Rm90 millions as reward for share holders which is a very generous 18 sen Cash per share equal to 22.9% yield

Since Malaysia Int rate has fallen to only 1.75% this means 13 years int paid upfront



As Malaysian Banks are going thru 6 months moratorium for property lenders Banks now got cash contrain

So many listed Companies finding it hard to borrow are asking for Cash calls through Rights Issue after Rights Issue

So it is indeed refreshing that Naim is Giving out this very generous 18 sen dividend



And these are the Top Reasons why Naim is good

1) At 81 sen with NTA of Rm2.60 Naim is selling at a Whopping 70% Discount to NTA. This is more than twice the 30% discount required by Benjamin Graham



2) A check with NAIM NTA they consist of

i) Real Estate in the Vast Territory of Sarawak. Many still at old book value

These two pieces sold have generated a profit of Rm110 Millions or about 22 sen profit

At Rm340 Millions sale value 68 sen Naim making 22 sen means a profit of 32% from Land Investments



ii) Naim is also the Top Holder of both Dayang & Perdana

If Naim were to sell off Dayang it will get another 51.5 sen PURE CASH.

If Naim wants to it could also give out more Cash as Dividend. And Naim still got Rm13.3 Millions in Perdana



3) Already Flowing with Deep Value The Sale of Lands Near Bintulu to SARAWAK ECONOMIC DEV BOARD (Under Sarawak Chief Minister) will now bring in more than 70,000 new jobs

So Naim has planned to build 2,500 affordable houses here for sale at Rm300,000 per unit

From recent records these Single Storey houses at Rm300,000 are selling like Hot Cakes



4) As many are still unaware (just as they were unaware of our highlights on Palm Oil bull run) It is the best time to invest in Naim early while others are still oblivious to its great potential



5) And these are the Unfolding Events Still Ahead

On Oct 6th Naim EGM will pass resolution for Land Sales to Sarawak Economic Dev

Once approved then will come 18 sen 0r Rm180 dividend per share (Highiest in Malaysia)

Dividend to shareholders (Refer to Naim Announcement https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3089092
(b)
Rm90,000,000 (about 18 sen per share)

Top glove only give 8.5 sen dividend



6) By Feb 2021 the Result of Naim will show a gain of 22 sen profit.

By then Analysts will sit up and more will take notice

the Proposed Disposal will enable the Company to immediately unlock the value and monetise its investment in the Subject Lands at an estimated net gain on disposal of approximately RM110.17 million. In addition, the Disposal Consideration also represents a premium of RM153.17 million / 81.98% to Naim’s cost of investment in the Subject Lands of RM186.83 million.



7) And from the Sale of 2,500 houses Naim expected to make a gross Sale of Rm750 Millions

Not counting its investments in Dayang, Perdana or its construction arm

Also possible sale of more Industrial Lands to Unlock Value



What is the Intrinsic Value of Naim then?

At Nta of Rm2.60 we take a 30% discounr

So Rm1.82

So is Naim valued at Rm1.82?

To be even more defensive we take another 30% cut

Rm1.27

So will Naim rise to Rm1.27?

Highly possible

So at 81 sen there is around 60% Upside

zhen0000

512 posts

Posted by zhen0000 > 2020-09-21 13:54 | Report Abuse

小心点啊~老千又来骗人了啊~哈哈

zhen0000

512 posts

Posted by zhen0000 > 2020-09-21 16:31 | Report Abuse

哈哈哈,都说了啊~老千就是老千又在骗人了吧~

zhen0000

512 posts

Posted by zhen0000 > 2020-09-22 06:21 | Report Abuse

第二次股灾来了啊~等这买便宜货吧

zhen0000

512 posts

Posted by zhen0000 > 2020-09-22 09:11 | Report Abuse

大家快快看看吧~这老千又来骗人了啦

zhen0000

512 posts

Posted by zhen0000 > 2020-09-22 10:31 | Report Abuse

大家小心点啊~这是Sarawak 超级鱷鱼啊~

zhen0000

512 posts

Posted by zhen0000 > 2020-09-22 10:33 | Report Abuse

不要让他说要给股息$0.18骗去啊~小心点

Posted by SelfMadeMillionaire > 2020-09-22 13:12 |

Post removed.Why?

Posted by HaroldHuong > 2020-09-22 13:13 | Report Abuse

Tok Tok Tok
If not mistaken, few quarter loss making company not allow give dividend.
Betul kah?

Post a Comment
Market Buzz