Why dividend policy 60% but actually pay out only 50%? Seems like the company doesnt really follow the policy...

4.8/63 = 7.6% div yield

Park at 0.63... collect on weakness...

Anyone attended the AGM? Any door gift or free meal?

0.645 habis jual, 0.655 habis juga, 0.66 susah dapat. Mari mari, siapa cepat dia dapat. Cepat dapat sikit kat 0.665 nanti kalau turun boleh tambah. Kalau tak turun mesti naik. Sekurang kurangnya dapat sikit.

Anyone tried the Gold Crackers before? https://www.hupseng.com/our-products-1

Anyone tried the Gold Crackers before?
https://www.hupseng.com/our-products-1

Minimum 1 sen per share per quarter has come back. And maybe more. Returning to its glorious time. The start of a new cycle.

This year CAPEX over 200 mil. Initially thought the retained earning in 2022 will be paid out as dividend in 2023 but looks like those cash are to be spent for CAPEX. Safe and boring stock with some risk of going down 10% following the moving trend of the gas price.

The high price of gas goes down very fast. Q2 MRP drops from 58 to 48. The following quarter will be 42. Coupled with lower volume of gas sold, the support for the price will quickly turn weak.

73 sen is a reasonable price. Don't have to worry much. This year will be less challenging for Hup Seng than last year. This year will only get better than last year.

I have a feeling that Q1 result will be very very good.

Hi Dhando, I'd like to correct that Wistron contributes only 10.5% of the total revenue according to annual report FY 2022, not 27%.
May I know how long have you been using that US import data and so far in actual case do you think it helps you to do good estimation?

Hi Dhando, FPI doesn't just export to US, am I right? How about other market like Europe, Japan, etc.?