As the 2 highways take over by government may take few more years and it is partnered with EPF(the interest of the business will be taken care) . So I believe the actual impact is minimum. .. let wait for the Q result and the dividend announcement.
Admin Tweet tweet tweet tweet Little bird says PBT 27m Little bird seldom wrong, wrong also not by much So like Admin says few days to go The wind is under little bird’s wings now She goes higher and higher
someone pressing down taliw's price in anticipation of good results announcement this evening so can make a killing tomorrow? if true, then betul celaka
In general, Taliwork able to deliver very good result but the dividend declared was a bit disappointed. Base on previous EPs vs dividend from Taliwork management, I believe some goodies should coming soon...
Taliworks have good profit in 4th Qtr, good job Tali. For this share it is fair for dividen, the 1.2 dividen is due to the bonus share 3:2 previously. For me the dividend is good enough. Well proper management company even have multiple different section of works, For water treatment plant, solidwaste management, projects team and cash rich
From HL Invest: Taliworks’s FY18 earnings of RM60.5m (-25% YoY) were below both ours and consensus estimates. YTD core PATAMI decreased due to lower contribution from associate which was caused by changing in amortisation method. Outstanding receivables owed by SPLASH current stands at c.RM732m, amounted to 42% of Taliworks current market capitalization. Cut FY19-20 earnings by 16% and 24% respectively after adjusted downwards share of profits from associates. Maintain BUY rating with lower SOP-driven TP of RM0.99 (from RM1.01). Assuming that management follows the repayment schedule proposed by Air Selangor, the company would distribute total 7.2 cents dividend annually which translates to 8.4% of dividend yield based on current share price.
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....
Jaya
1,463 posts
Posted by Jaya > 2019-02-22 11:50 | Report Abuse
Good morning admin