In the next 3 to 4 weeks , Kossan , Harta and Supermx results will be out . Any estimates ? Although supermx did not give any briefings and guidance for last QR, I estimated that the blended ASP for last Q was between US 82 to US 84 . I expect the coming QR ASP to be about US 70 and Utilization between 60 to 65 % . As for capacity , I am not sure whether it is still 26.2 billion or already hitting 30 billions . As per plan, the capacity will hit 36 billions by the end of this calender year .
Assuming capacity still at 26.2 billions , utilization of 65 % and blended ASP of US 70 ,
Projected PAT = 70 x 26.2/4 x 0.65 x 4.2 x 0.45 = 563 millions .
My assumption is no more spot sales and orders are mainly from previous old contracts with deposits and lock in prices
I assumed a 10 days shutdown during EMCO and 70 % Utilization for other days during.MCO. --------------------------- bang_miskin @pjseow, does the utilitzation of 65% take into account the 2(3?) weeks shutdown from EMCO? 13/10/2021 1:36 PM
high vaxxing rate alone not gonna bring covid under control, vaxxing needs to be combined & integrated with restrictions, good healthcare preventive measures & precautions, use of ppe, tight sop etc.
even highly vaxxed singapore struggling hard to manage covid now
ToneeFa: yup agree with pjseow, SpmX coming QR should be ard 500mil+, with dividend ard 0.10
_______________________________________________________________ If dividend is at 0.10 per share, at current price, that makes it one of the highest yield dividend stock. Twice the return of Maybank.
Posted by bang_miskin > Oct 13, 2021 2:19 PM | Report Abuse
ToneeFa: yup agree with pjseow, SpmX coming QR should be ard 500mil+, with dividend ard 0.10
_______________________________________________________________ If dividend is at 0.10 per share, at current price, that makes it one of the highest yield dividend stock. Twice the return of Maybank.
we have yet to see whether malaysian high vaxxing rate can deliver a sustainable low daily infection rate or otherwise, what with the rapid opening up & loosening up of everything
daily infection rate is the outcome part that we sould be focusing on
vaxxing rate is merely the input part
UK, US, israel, singapore all already achieved high vaxxing rate 7 months or more earlier than malaysia
but look what happened up to them all after they opened up & loosened up everything so fast
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DJoker89
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Posted by DJoker89 > 2021-10-13 12:17 |
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