All Comments on MFCB Reload

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Genghis Hoe
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#MFCB Investor Briefing

Key Takeaways:
1. Edenor's breakeven level or profitable requiring the capacity utilisation for 80-95%. Now its capacity utilisation is 62%. The competition has been too fierce, now facing the overcapacity and the policy of the Indonesia. This year's target is to reduce/control the losses.

Read more: https://www.facebook.com/share/p/17GdSYej2F/
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Johnny
@genghis from my perspective,the market is too sensitive to the negative impact especially the forex, usd dropped from 4.4-4 from early 2025 til now which only 10%, but mfcb price dropped more than 40%, the actually lost in forex is less than 10% and the qr net profit reflected it, the company also keep giving constant dividend and the dividend keep increase year by year, what i see the company have healthy profile, cash cow and keep repay back the debt used to build dam
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Genghis Hoe
@Johnny, yes. That's why having an opportunity to get a good deal.
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Johnny
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edenor is the known issue and previous net profit already count it in, and now edenor loss reduced quarter by quarter, for the forex, usd dropped from 4.4 - 4 (roughly 10%), but mfcb price dropped far more than 10% since early 2025, it is already undervalue price
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Mark Siow
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edenor是个老鼠si,不卖掉它,估值起不来。。。。
Lucky 999
完蛋了。老板割完Dno韭菜,现在来割mfcb吗?哈哈
1 Like · 3 weeks · translate
Jaredgwee
之前还有food division 在Cambodia 种椰子, hawaii macadamia, 收购 CSC group green house 种菜的, 全部不敢讲了,Peter lynch 讲的一间公司乱跨行业投资最后就是草草收场
2 Like · 3 weeks · translate
Yap SK
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MFCB 获利的唯一不足之处是货币换算,因为该公司60%以上的销售额均来自美元。
tuckfatt sam
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director, epf keep sapu + SBB.. at 3.1x - 3. 3x..
Jacky
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MFCB got business in Cambodia right? Thai-Combodia conflict might affect MFCB
Grill Duck
1 Like · Reply
It is at a very undervalued and very attractive price now at RM3.38. DO NOT MISS THIS GOLDEN OPPORTUNITY. I repeat. DO. OT MISS THIS GOLDEN OPPORTUNITY!
Andrew Peter Lee
if you just look at DSH only, it's really cheap
Like · 2 months · translate
Cheong WS
I thought got hedge with usd loan? Currency drop loan and interest also cheaper.
Like · 2 months · translate
Hafizuddin Ghazali
3 Like · Reply
wow. very nice. let's go all in
Louis Lim
Let’s go. Pls support haha
Like · 4 months · translate
Louis Lim
3 Like · Reply
3.71加仓 明年再回来看
Bryan Ng
拿到divided 了再加码 gogogo
Like · 4 months · translate
Louis Lim
有钱拿回来看一下 哈哈
Like · 4 months · translate
dsa 1233
1 Like · Reply
sometime i really want to say MF and CB at this counter...