Below only compare this quarter to previous 2 quarter, as quarter before Jun 2022 Maybulk still holding more ship compare to now, so only quarter Jun 2022 & Sep 2022 condition is same as this quarter:
Jun 2022, Panamax average 2957.48, Supermax average 2627.33, EPS 6.1 cent. Sep 2022, Panamax average 1910.37, Supermax average 1790.55, EPS 1.2 cent. Dec 2022, Panamax average 1665.23, Supermax average 1243.53, EPS ?? cent.
with above data, simple calculation can lead you to the result Maybulk may report lost on this quarter
No use discussing when the factors determining the final no.are so varied & unknown, with the BPI fluctuating between 1,460 & 2,236 between Oct 1 & now...I stick to my forecast of a small +ve EPS to be announced end-Feb '23.
I have already analysed for my clients based on the fine print in the qtrly reports & available past data corroborating my forecast of an effortless though small +ve EPS for the coming qtr.
Oic...Tunas disposed 100 mil to the other joint buyer from Kuok, Goh CH, when they no longer had any hope of dumping their low margin grocery biz to MB...tahniah!
MALAYSIAN BULK CARRIERS BERHAD ("MBC" OR THE "COMPANY") ACQUISITION OF 100%EQUITY INTEREST IN EMT SYSTEMS SDN BHD (FORMERLY KNOWN AS E METALL SYSTEMS SDNBHD) ("EMTS") FOR A PURCHASE CONSIDERATION OF RM70,000,000 ("ACQUISITION")....
@hng33 *Shelving and storage solutions* The demand for shelving and storage solutions is expected to slow down due to festive season at the beginning of Q2 2023 and will likely weaken further on the back of slowing global economic outlook coupled with higher interest and inflation rate that pose significant growth headwinds. Businesses will lower their stock levels and slow down expansion projects. Accordingly, the S&P Global Malaysia Manufacturing Purchasing Managers Index (PMI) at 48.8 in April 2023 indicated challenging business conditions and demand remained subdued, pressuring firms to limit production and scale back their purchasing activities.
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....
Pek79
31 posts
Posted by Pek79 > 2022-12-22 11:12 | Report Abuse
Below only compare this quarter to previous 2 quarter, as quarter before Jun 2022 Maybulk still holding more ship compare to now, so only quarter Jun 2022 & Sep 2022 condition is same as this quarter:
Jun 2022, Panamax average 2957.48, Supermax average 2627.33, EPS 6.1 cent.
Sep 2022, Panamax average 1910.37, Supermax average 1790.55, EPS 1.2 cent.
Dec 2022, Panamax average 1665.23, Supermax average 1243.53, EPS ?? cent.
with above data, simple calculation can lead you to the result Maybulk may report lost on this quarter