THE INVESTMENT APPROACH OF CALVIN TAN

KPS (5843) THE RETURN OF GIVING OUT GOOD DIVIDENDS & SPECIAL DIVIDEND (A 2ND PELIKAN?) CALVIN TAN

calvintaneng
Publish date: Tue, 16 Jan 2024, 04:31 PM
calvintaneng
0 1,793
Hi Guys,

I have An Investment Approach I which I would like to all.
Following Message

Dear Friends (PLEASE READ AS WE TYPE NOW)

WE POSTED BUY CALL FOR PELIKAN AT 47 SEN WHEN IT UNLOCKED ITS ASSET VALUE & GIVE OUT SPECIAL DIVIDENDS

AND THAT WAS A CHUN CHUN CALL

AFTER 2 NICE SPECIAL DIVIDENDS PELIKAN GAVE US MORE THAN 100% PROFIT


NOW KPS IS DOING THE SAME


KPS HAS PROPOSED TO SELL ITS KING KOIL MATTRESS BUSINESS AND THEN GIVE OUT  A SPECIAL DIVIDEND TOGETHER WITH A NORMAL DIVIDEND


SEE ITS DIVIDEND HISTORY WILL SEE


28-Nov-2023
11-Dec-2023
DIVIDEND
Interim Dividend
RM 0.0100
30-Mar-2023
01-Jun-2023
DIVIDEND
Final Dividend
RM 0.0250
25-Nov-2022
09-Dec-2022
DIVIDEND
Special Dividend
RM 0.0450
25-Nov-2022
09-Dec-2022
DIVIDEND
Interim Dividend
RM 0.0200
29-Mar-2022
09-Jun-2022
DIVIDEND
Final Dividend
RM 0.0250
25-Nov-2021
08-Dec-2021
DIVIDEND
Interim Dividend
RM 0.0200
30-Mar-2021
28-May-2021
DIVIDEND
Final Dividend
RM 0.0250
29-Apr-2019
14-May-2019
DIVIDEND
Special Dividend
RM 0.326
29-Apr-2019
27-Jun-2019
DIVIDEND
Final Dividend
RM 0.0425
25-May-2018
07-Jun-2018
BONUS_ISSUE
Bonus Issue
1 : 13
30-Mar-2018
27-Jun-2018
DIVIDEND
Final Dividend
RM 0.0425
29-Mar-2017
19-Jul-2017
DIVIDEND
Final Dividend
RM 0.0425
31-Mar-2016
21-Jul-2016
DIVIDEND
Final Dividend
RM 0.0200
28-Apr-2015
20-Jul-2015
DIVIDEND
Final Dividend
RM 0.0200
26-Feb-2015
10-Mar-2015
DIVIDEND
First Interim Dividend
RM 0.02
29-Apr-2014
21-Jul-2014
DIVIDEND
Final Dividend
RM 0.02
26-Feb-2014
10-Mar-2014
DIVIDEND
First Interim Dividend
RM 0.02
04-Oct-2013
02-Oct-2013
DIVIDEND
Special Dividend
RM 0.2558
15-May-2013
30-May-2013
DIVIDEND
First Interim Dividend
RM 0.02
29-Apr-2013
16-Jul-2013
DIVIDEND
Final Dividend
2%
28-May-2012
16-Jul-2012
DIVIDEND
Final Dividend
2%
06-Jan-2012
18-Jan-2012
DIVIDEND
Second interim dividend
RM 0.04
28-Sep-2011
11-Oct-2011
DIVIDEND
First Interim Dividend
RM 0.02
27-Jun-2011
27-Jul-2011
DIVIDEND
Final Dividend
2%
29-Jun-2010
28-Jul-2010
DIVIDEND
Final Dividend
4%

4 YEARS AGO WE BOUGHT KPS AROUND RM1.20
AFTER DIVIDEND FINALLY DECLARED PRICED JUMPED OVER RM1.65

NOW WE CAN EXPECT WHEN DIVIDEND PAYOUT GETS NEARER AND NEARER PEOPLE WILL TAKE NOTICE

THIS ROUND CAN WE EXPECT KPS TO DISPOSE MORE AND MORE ASSETS LIKE PELIKAN TO GIVE BACK DIVIDENDS TO SHARE HOLDERS?

HIGHLY PROBABLE AS IT STATED IT WANT TO DISPOSE ITS NON-CORE BUSINESS

WITH WATER THEME IN VOGUE NOW KPS MIGHT RETURN BACK TO ITS BUSINESS OF WATER AND WATER RELATED MANAGEMENT

SO IT IS DISPOSING ITS KING KOIL BEDDING BUSINESS FOR VERY HIGH LIQUID CASH OVER 50 SEN 

ANOTHER ASSET KPS OWNS IS CENBOND OR CENTURY BOND
THIS CEMENT BAGS BUSINESS SHOULD SEE REVIVAL AS MCEMENT HAS SEEN INCREASING PROFIT FROM CEMENT DISTRIBUTION

IF CENBOND IS SOLD IT WILL UNLOCK MAYBE ANOTHER 50 SEN PROFIT

TOTAL CASH ALONE FROM THESE TWO WILL BE OVER RM1.00 NET CASH
AND MORE SPECIAL DIVIDEND CAN BE EXPECTED

KPS IS A COMPANY SET UP BY SELANGOR GOVT WITH A LONG HISTORY

OVER THE YEARS IT HAS ACCUMULATED ASSETS OF VALUE

ALL IF UNLOCKED WE WILL SEE X  x $$$ IN VALUE

TAKE A LOOK AT KPS RESULTS

SUMMARY OF KEY FINANCIAL INFORMATION

30 Sep 2023

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR

CORRESPONDING

QUARTER

CURRENT YEAR TO DATE
PRECEDING YEAR

CORRESPONDING

PERIOD

30 Sep 2023
30 Sep 2022
30 Sep 2023
30 Sep 2022
$$'000
$$'000
$$'000
$$'000
1
Revenue
332,869
382,766
909,352
1,037,457
2
Profit/(loss) before tax
16,857
26,468
34,875
62,273
3
Profit/(loss) for the period
8,596
16,930
18,301
38,060
4
Profit/(loss) attributable to ordinary equity holders of the parent
6,258
14,015
10,389
26,988
5
Basic earnings/(loss) per share (Subunit)
1.20
2.60
1.90
5.00
6
Proposed/Declared dividend per share (Subunit)
0.00
0.00
2.50
2.50
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7

Net assets per share attributable to ordinary equity holders of the parent ($$)
1.9900
1.9800




ITS NAV (NET ASSET VALUE IS RM1.99)
ACTUAL VALUE IF UNLOCKED COULD BE RM6.00 TO RM8.00 OR HIGHER

A SPECIAL DIVIDEND PLUS NORMAL DIVIDEND ON THE WAY AGAIN

COULD ADD UP TO ALMOST 10 SEN

AT 82 SEN THERE IS MORE THAN 100% DIVIDEND AWAITING

KIND REGARDS

CALVIN

PLEASE BUY OR SELL AFTER DOING YOUR OWN DUE DILIGENCE


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Discussions
Be the first to like this. Showing 3 of 3 comments

calvintaneng

WHY IS DIVIDEND IMPORTANT? From Dr Neoh Soon Kean's STOCK MARKET INVESTMENT (Reposted by Calvin Tan)

2024-01-16 16:51

calvintaneng

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-10-story-h-210588423-WHY_IS_DIVIDEND_IMPORTANT_From_Dr_Neoh_Soon_Kean_s_STOCK_MARKET_INVESTM

2024-01-16 16:51

calvintaneng

Calvin comments:

According to Dr. Neoh, "A dividend yield of 12 per cent seems to be the floor below which most stocks will not drop".

In the Deepest Depth of the Lehman Brothers' Crisis after Bear Sterns & Lehman Brothers both gone bankrupt Warren Buffet bought into the safety of Goldman Sachs' Preference shares with guaranteed 10% yield.

Now take heed to Dr. Neoh's warning, "In sharp contrast, shares which pay low or no dividend at all do not seem to have any bottom and price decline can hit 90 per cent or more".

The characteristic of past bear markets like the Tulip Mania, The South Sea Bubble, The Great Depression of 1930s in USA, the Stock Market Rout of Asian Finacial Crisis in 1997/8 and The Lehman Brothers' Debacle of 2007/8 have witnessed many stocks & index crashing up to 90% or more.

2024-01-16 16:52

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