Harga saham SURIA di bawah pimpinan kerajaan Warisan naik macam kura-kura. Harga saham SURIA di bawah pimpinan PN/PBBM sekarang sudah naik melebihi RM1. Tidak lama lagi mesti naik melebihi RM1.50-RM2.00.NTA sangat tinggi iaitu melebihi RM3. Pengalisis sudah kata perniagaan berkhaitan pelabuhan tidak terkesan oleh penyakit covid19 sebab itu harga saham MMC sudah melambung sekarang. Abah boleh!, PBBM boleh! PN boleh!
When it wakes up.... It's going to roar like MMC ! There is not much outstanding shares out there too. Collect while you can. SM owns 51% of MMC, Sabah government owns 51% of Suria .
MMC approached Suria before but didn't manage to convince Suria to sell. It's understandable that Sabah government / people wants to have full control of its ports. There was even rumours that DP World (Dubai) wanted to buy Suria ports as well. I think MMC will again try to convince Sabah to sell... in return... offer them a share swap of the larger listed entity. It's just my speculation.
Suria have 30% dividend policy.... paying 30-40% over the years... Hopefully the payout ratio to increase to 50-70%, as most of the agreed capex been done to upgrade the ports
Suria have stable income around 50mil p.a, which is 14.5 eps. Assume 50% payout ratio, it would be 7.25c div per share... which translate to 6% yield as current price... good for my retirement fund
Sabah main port logistic company, this company has been here for so many years, this is a business that going to survive and making profits for many more years. just a few bad quarter during pandemic crisis should not take away any of it's value
It was anticipated that the business environment was going to be very challenging in 2020 in view of the uncertain economic outlook following the widespread of COVID-19 pandemic to most countries around the world and imposition of various Movement Control Order during the year. Notwithstanding the above, port operations, being categorised as essential service continued to operate as usual throughout 2020 despite the movement restrictions. With resumption of businesses and availability of vaccine in the beginning of year 2021, the Board is positive that the port operations being the core business of the Group will be able to withstand the challenges and will remain resilient to contribute positive results for the Group for the coming financial year.
@aliyusof so it is just no deal between the two right? both can go own path, and doing good on their own, running same kind of business at different places, earning good and expected to be improved profits, both also has very similar NTA and giving 5 sen dividend per share.
my point is that MMC has stared to move uptrend, why suria still like not moving?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Nepo
3,428 posts
Posted by Nepo > 2021-02-15 21:29 | Report Abuse
Damn, after sold it shoots up