Posted by DividendGuy67 > 2023-07-29 17:03 | Report Abuse

This company generates cash, and shares that with its shareholders consistently every year. I think we've seen the worst dividends (20 sen) in 2019-2020. It now pays 25 sen. The dividend yield = 25 sen / 4.27 ~ 5.9% which is solid. This stock is better bought on the dip. Its dividend payout ratio is very sustainable, as it earns around 40 sen. It also has over RM1 equivalent in Net Cash, so, it can keep paying out high dividends from both its cash chest and its yearly profits. This stock pays better than EPF. I would buy the dips, and not chase as the dividend yield is higher when its price is low.

Posted by sheldon > 2023-08-02 16:46 | Report Abuse

Some share goreng taking place ah? Amanah Saham is selling like mad. Wonder what's happening

Posted by sheldon > 2023-08-02 20:48 | Report Abuse

Despite Amanah selling in gobs, price climbing quite steeply. For that to happen, Demand > Supply.

So who's buying?

Posted by DividendGuy67 > 2023-08-07 22:51 | Report Abuse

Looks like it want to touch RM5 resistance ... nice price action today to 4.75 or +0.22! Definite overbought, some pullback is inevitable.

Posted by speakup > 2023-08-10 07:54 | Report Abuse

wow this goreng from low of rm2 to high of rm4.75! terkejut i

Posted by DividendGuy67 > 2023-08-12 00:13 | Report Abuse

Past 4 weeks, market panic accumulation. When I bought when price was low, the dividend yield was around 6%. Now it's 4.6% as price increases. I'm now thinking of slowly selling into strength, as the realized gains will be coming to 5 years dividend collection.

Posted by speakup > 2023-08-12 10:06 | Report Abuse

everything a month ago was cheap. cimb bank was only 4.60!

Posted by DividendGuy67 > 2023-08-13 22:37 | Report Abuse

I hope you buy when it was cheap. My discipline forces me to buy when it was cheap.

Posted by sheldon > 2023-08-14 15:25 | Report Abuse

Maybe a takeover is in the cards.

Posted by DividendGuy67 > 2023-08-15 23:35 | Report Abuse

Still climbing the wall of worry. Today stopped at 61.8% Fibonacci projection at 4.85. Next resistance 4.96 or thereabout.

Posted by DividendGuy67 > 2023-09-07 01:26 | Report Abuse

Well. Looks like it really got stopped at the 61.8% Fibonacci projection level and consistently fell 4 weeks in a row back to 4.4. You got to respect the 61.8% for sure.

Posted by donald770 > 2023-09-07 18:58 | Report Abuse

Q report is ok. Just want to know from u , gentlemen whether we are entitled two dividends at the same time.The total dividends is 35 cts. Thanks

Posted by sheldon > 2023-09-08 09:39 | Report Abuse

Yes yes total dividends = 35 sen per share. They've done it in the past i.e. dividends declared on 2 separate dates but going ex and payment on the same date.

I'm deep out of the money sitting on large capital loss but slowly and surely recovering from the generous dividends.

I love this management!

Posted by hhhiii123 > 2023-09-08 09:49 | Report Abuse

Let's eat more apollo, it is going to break RM5 very soon, haha

Posted by NatsukoMishima > 2023-09-08 12:44 | Report Abuse

Take profits run loh !

Posted by donald770 > 2023-09-10 19:11 | Report Abuse

With 35cts dividends,it translate Apollo give 7.4 per cent dividends. If it can maintain this dividends it is due for rerating. There is one good news which is it's sale of land which is about 38m

Posted by NatsukoMishima > 2023-09-11 11:45 | Report Abuse

See money take money loh ! The cost will be higher higher n profit margin will drop !

Posted by sheldon > 2023-09-12 02:58 | Report Abuse

This co only has 80m shares in issue. So it's rare.

Posted by hhhiii123 > 2023-09-16 14:45 | Report Abuse

I am going to eat Apollo everyday, wakakaka

Posted by Casino123 > 2023-09-18 00:01 | Report Abuse

Fair value how much?

Posted by donald770 > 2023-09-18 05:56 | Report Abuse

My guess is giving it a dividends of 6 per cent it's target price is 5.8. Short term l may its target around 5.3. Your

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-18 07:23 | Report Abuse

YEAR .. DPS(SEN) .. EPS(SEN) .. YEPX
2009 .. 11.25 .. 26.15 .. 2.78
2010 .. 15 .. 25.6 .. 3.01
2011 .. 19.25 .. 22.32 .. 2.87
2012 .. 20 .. 27.18 .. 3.29
2013 .. 20 .. 40.1 .. 4.7
2014 .. 25 .. 41.84 .. 4.4
2015 .. 25 .. 33.95 .. 5.71
2016 .. 25 .. 33.32 .. 5.24
2017 .. 30 .. 18.42 .. 4.45
2018 .. 25 .. 14.18 .. 3.63
2019 .. 20 .. 22.13 .. 3.6
2020 .. 20 .. 17.25 .. 3.78
2021 .. 30 .. 19.11 .. 3.62
2022 .. 50 .. 13.31 .. 3.86
2023 .. 35.00E .. 39.02P .. 5.14

*Cumulative 14 years (sen) 2009 to 2022
*Total cum. EPS 354.86
*Total cum. DPS 335.5
Tot Retain Earns 19.36
DPO Ratio 94.5%

For every $1 earnings retained, we expect company to deliver $1 increment in share price.
For the amount retained of 0.19 , its share price has gained or lost 2.36

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-18 07:24 | Report Abuse

At the current price of RM 5.14 per share, it is trading at a
PER = 13.53E and DY = 6.81E


Trading at fair price.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-18 07:47 | Report Abuse

Earnings appear cyclical.
Its EPSs were higher in the years 2009 to 2016 compared to the years 2017 to 2022.
Its PERs similarly was cyclical, were lower in the years 2009 to 2016 (PE ranged 10.6 to 15.7) compared to the years 2017 to 2022 (PE ranged from 21.9 to 29.0).

The company has been profitable during this period. Its earnings over these years were essentially flat.
It has been generous in paying 94.5% of its earnings as dividends. Its dividend yield at its various prices ranged from a low of 5.93% to 9.02%.

How to benefit from investing in this stock long term?
Not much growth over the long term. Essentially for income (its dividends).

As usual do not buy when its price is "high". When is its price high and when is it low?
2 methods can be used:
1. Buy when its EPS is at the lowest and its PE is near the highest. This usually corresponds to low price.
2. Buy when its DY is at the upper end of its DY. This also reflects that it is priced low.

Posted by goldenhope > 2023-09-18 16:07 | Report Abuse

today up 30 sen

Posted by goldmanbull > 2023-09-18 17:11 | Report Abuse

Hi investors, what is the investment angle for Apollo? Any growth or interesting story by management?

Posted by sheldon > 2023-09-18 21:33 | Report Abuse

This is a moment to be treasured. A pleasant celebratory feeling. Never mind if it's only for a fleeting moment. At least we've experienced it.

Posted by hhhiii123 > 2023-09-18 21:54 | Report Abuse

obviously big shark is pushing the price, let's see how far it can push before ex-date, 100% uptrend is possible, wakakaka

Posted by heesing62 > 2023-09-19 09:37 | Report Abuse

I believe this counter undervalue looking at their yearly profit and dividend payout. Moreover they have more than RM100m in cash/bank and no borrowing…..

Posted by NatsukoMishima > 2023-09-19 11:39 | Report Abuse

It s time to take profits before cut vege by banker !

Posted by sheldon > 2023-09-21 05:51 | Report Abuse

I was thinking of taking profit as well but it's tempered with the following considerations:
a) the impending generous dividend &
b) the massive inflation that has eroded our MYR (despite what BNM or Govt says) which makes the Apollo shares cheap in real terms

Let me know your thoughts about the above.

Posted by Fairus4469 > 2023-10-04 14:47 | Report Abuse

Bulan depan ada 35 sen dividen

Posted by DividendGuy67 > 2023-10-12 20:56 | Report Abuse

20 sen, ex div 18 Oct, to pay on 3 Nov

Posted by DividendGuy67 > 2023-10-12 20:57 | Report Abuse

APOLLO and HAPSENG both helped made my portfolio NEW HIGH today! Thank-you APOLLO!

Posted by DividendGuy67 > 2023-10-12 21:04 | Report Abuse

@sheldon, APOLLO is a stock to buy when it is cheap / oversold, and sell when it is expensive / overbought. I have made small sells on strength, to lower my Average Cost down to 2.93, where if future yearly dividend = 25 sen, my Dividend Yield on cost is 8.5%. 25 sen is conservative, 35 sen more realistic giving yield on cost of 11.9%. Over the next 3-5 years, I am actually looking forward for the stock price to fall back down so that I can buy back cheaply again. For now, it's just enjoying the ride up.

Posted by KingKKK > 2023-11-30 14:18 | Report Abuse

I wrote about Apollo when it was at RM4.08 back in April-2023, today already RM5.1

25% in 7 months, not bad!

https://klse.i3investor.com/web/blog/detail/bestStocks/2023-04-04-story-h-274282357-APOLLO_3_Reasons_Why_This_Stock_Will_Surge_up_to_50

Posted by heesing62 > 2023-12-12 09:45 | Report Abuse

Good show. Perhaps special dividend on the way with the extra ordinary gain from building/land disposable. Or bonus issue in the pipeline.

Posted by heesing62 > 2023-12-16 15:04 | Report Abuse

Let’s wait for coming Monday announcement. Hope goods news. Special dividend or bonus issue or other favorable news. They have more than RM130k cash in hand and zero borrowing.

Posted by Timothy Dunbar > 2023-12-16 17:43 | Report Abuse

It's insightful to consider the potential effects of global energy cost increases on Malaysia's consumer products industry, especially with subsidies playing a role. I'm keen to see how companies like OFI and HupSeng navigate these challenges in their upcoming reports. The comparison of energy costs in Asia adds an interesting dimension to the discussion. Let's keep an eye on how it unfolds!

Posted by KingKKK > 2023-12-18 08:56 | Report Abuse

I wrote about Apollo when it was at RM4.08 back in April-2023, today already RM5.40

32% in 8 months, good or not?

https://klse.i3investor.com/web/blog/detail/bestStocks/2023-04-04-story-h-274282357-APOLLO_3_Reasons_Why_This_Stock_Will_Surge_up_to_50

Apollo Food, likely a takeover target, to be suspended on Monday
https://theedgemalaysia.com/node/694138

Posted by heesing62 > 2023-12-18 11:14 | Report Abuse

Agreed with King3K. The company with no borrowing and more than RM130M cash /deposits and annual decent dividend …… Apollo is undervalued.
Let’s wait for the announcement.

Posted by sheldon > 2023-12-18 15:23 | Report Abuse

My instincts tell me good news but never rely on a man's intuition.

Any guesses what the news will be?

Posted by goldenhope > 2023-12-18 16:53 | Report Abuse

Offer RM5.80 only

Posted by hhhiii123 > 2023-12-18 18:45 | Report Abuse

Sound like bad news? Because the offer will only made the main shh not minority

Posted by ubudayah888 > 2023-12-18 19:01 | Report Abuse

hhhiiii123 i think you read it wrong. Every minority shareholder is entitled to the RM5.80 offer.. "Scoop Capital is obliged to and has extended an unconditional mandatory takeover offer to acquire all the remaining 48.49% stake in Apollo at RM5.80 per share" https://theedgemalaysia.com/node/694419

Posted by ubudayah888 > 2023-12-18 19:01 | Report Abuse

Looks like more to come, this is beginning

Posted by sheldon > 2023-12-18 22:05 | Report Abuse

Is 5.80 cheap, right price or expensive? Think about the following ...

1) FX RATE - The offerors are Singaporeans. The SGD/MYR exchange rate has increased over the years to 3.5273 (Today BNM FX site). It's peanuts for the investors who have deep pockets.

2) INFLATION - The world including Malaysia has been subject to high inflation over the years, accelerated over the recent months. I checked my spreadsheet which indicated that I've sold Apollo shares at 6.25 a piece back in March 2016. This international business with only 80m shares should be worth a lot more today (Shares of companies are not monetary claims but instead a claim on the business model of generating revenue as well net assets including real estate.

Based on the above it can be irrefutably concluded that the price is too low

Posted by AlphaAdventurer > 2023-12-19 10:03 | Report Abuse

"... it intends to maintain the listing status of Apollo on the Main Market of Bursa Malaysia." Meaning that Apollo has the possibility of getting privatized in the future...?

Posted by fortunefire > 2023-12-19 10:20 | Report Abuse

so happening here now....

Posted by KingKKK > 2023-12-19 14:14 | Report Abuse

What are the lessons learnt after Apollo surge to 7-year HIGH?
Read it here...

https://klse.i3investor.com/web/blog/detail/bestStocks/2023-12-19-story-h-212310342-APOLLO_3_lessons_learnt_after_price_hit_7_year_high_KingKKK