| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
  BN_better Westport why allow monopoly? Why cannot follow Astro no more monopoly? 21/11/2018 11:12 AM  James Ng https://klse.i3investor.com/blogs/general/188183.jsp [转贴] [Facebook live:浅谈Westports Holdings bhd (Wprts)] - James的股票投资James Share Investing 30/12/2018 11:52 AM commonsense FY18 profit of only RM533mil was lower by almost 20% compared to FY17 of RM652mil (the highest profit by the company). FY19 profit should rebound back given the 13% increase in container tariff effective 1st Mar 19 but it will most probably still be lower than FY17 profit. At the current price, the company is being valued at 23.9x PE which is high considering the company’s inability to deliver consistent profit growth to its shareholder. Even at its highest profit level, the company would still be valued at around 19.6x PE. If you are looking to diversify your portfolio outside of Westport (due to its relatively high valuation), I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.1x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV. FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well). MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at only 5.0x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x. Good luck. 06/03/2019 5:55 AM  YAPSS Day 84 of Fundamental Daily, YAPSS will be covering Westports Holdings Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #YAPSS #FundamentalDaily #WestportsHoldingsBerhad Click the on the link to find out more: https://youtu.be/qf3SzmtvMcw 30/05/2019 9:57 AM James Ng https://klse.i3investor.com/blogs/general/216450.jsp [转贴] [Facebook live:浅谈Westports holdings bhd (Wprts)] - James的股票投资James Share Investing 23/07/2019 9:18 PM pendekar QR looked good, so why did it drop? Why did EPF dispose on the same day? 28/07/2019 8:51 AM patient_invest Melaka port is due to open in 2021. Will it affect the result of Westport? as most likely Cosco will consolidate it's transhipment from Klang & Singapore to Melaka 30/07/2019 8:56 AM patient_invest Melaka port is operated by China, on 99 year lease. Not sure if MMC has a stake. By the way, MMC is doing poorly. you dare to buy? seems like it's losing traffic to PSA of Singapore 04/08/2019 12:17 PM Nelson Yoong Mmc owns 70% Tanjung Bruas port (Melaka) and all other business is growing MMC is a star in bursa in the future!!! 04/08/2019 7:38 PM prince4 US-CHINA Trade War market uncertain, local and foreign funds money would not flow in big cap and mid cap stock because everybody scare buy high losses money . In this few month expect Funds manager money would flow out in bigcap and midcap stocks and will short selling midcap stocks for make money so now no prospects cannot buy and hold . TOP volume all low prices stocks.This is a opportunity ,markets money now flows in cheaper stocks. sharks now start goreng lows price stock at bottom.. 15/08/2019 9:44 AM James Ng https://klse.i3investor.com/blogs/general/226954.jsp [转贴] [Facebook live video:浅谈Westports holdings bhd (Wprts)] - James的股票投资James Share Investing 26/09/2019 9:02 PM James Ng https://klse.i3investor.com/blogs/general/234369.jsp [转贴] [Facebook live video:浅谈Westports holdings bhd (Wprts)] - James的股票投资James Share Investing 07/11/2019 7:16 PM Jack Tan A berthing container vessel made contact with WMSB’s two Ship-to-Shore cranes on 8 November 2019. As a safety measure, WMSB has closed two berths to assess the damages. WMSB has a total of 20 container berths and 67 Ship-to-Shore cranes. The temporary berths closure is not expected to have a material impact on the overall container operations as terminal handling of containers at all other berths continue as usual. The incident is also not expected to have any material effect on the earnings of Westports. http://www.bursamalaysia.com/market/listed-companies/company-announcements/6336369 12/11/2019 1:47 PM smallfishyu Westports Holdings Bhd disclosed a collision of a berthing container vessel with two ship-to-shore cranes at Westports in Port Klang on Nov 8, 2019. The company has closed two berths to assess damages and is currently investigating the contributing factors that led to the incident. Westports said “the container vessel concerned and affected assets have insurance coverage”. 13/11/2019 6:58 PM lofan73 another food for thoughts.. accumulation by epf n kwap. hungry wolfs looking for more food 24/04/2020 12:15 PM mf https://www.channelnewsasia.com/news/world/anti-viral-drug-effective-against-coronavirus-study-finds-12763682?cid=FBcna 23/05/2020 6:31 PM JK22 How bad can a cargo entry port be? Even during March and April at height of CMO. MITI have to allowed cargo movement out from port once a week at least . Storage were full and congested . Export movement were going on too for medical , essentials and electrical goods. ( those with MITI approval were operating . As long as there is economic activities , Ports are in biz. 13/07/2020 10:02 AM Jeffreyteck Three cargo inspection scanners at Westports, a multi-cargo terminal in Port Klang, were revealed to not be functioning for nearly a year, which may have left the door open to smugglers,.... lol. Understood. 06/01/2021 10:34 AM SEE_Research https://klse.i3investor.com/blogs/see_research/2021-05-09-story-h1564998750-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOW_Part_10_updated_number_7_W.jsp 09/05/2021 9:00 PM  | APPS  I3 Messenger Individual or Group chat with anyone on I3investor  MQ Trader Perform Technical & Fundamental Analysis on Stocks  MQ Affiliate Earn rewards by referring your friends
 299 575 592 0 ActiveGainersLosers
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
