James Sia's comment on MCEMENT. All Comments
James Sia
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I don’t understand the price continuing to trend down despite good FY 2026 result. Could someone offer some explanation?
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John Jenny
They free up cash flow use the money for other shares first, and come back on the last day of dividend entitlement
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James Sia
I don’t see that as an issue. 4Q cash flow from the operation was better than before. Borrowing has also reduced. I still don’t get it.
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Steven Gan
look like 5.8 support game over
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Gerbilg Rat
I yet to study MCement, is it anything to do with oil price, labor costs issues lately?
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Richard Tan
coal price
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James Sia
Coal price could be the real culprit. Coal price had stayed elevated since March 2026 and it spiked recently by another 13%. Thank you Richard Tan.

I noticed the margin dropped 9.6% btw last qtr vs previous qtr. Probably that caused the sell reaction.

However, what would normal businessman do when their cost increase? I hope MCEMENT has the strong leverage to increase price to protect their margin. I could be wrong.
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Kenny Wong
Run while you still can
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