Andrew Ho

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Joined Jun 2024

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Dream too much. Did you miss the boat, Henry?
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New ICPT policy coming in, some households’ electricity bills will go up
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GENERGY has a RM220.7 million order book, with RM133.3 million to be recognised in FY26 and another RM87.4 million in FY27. So earnings visibility for the coming quarters is quite good
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Same pattern as last time. Once it hits the bottom, will rebound again
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no worries, the company is giving out free warrant and the stock price will rise again
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Alpha declared a second interim dividend of 0.60 sen per share, bringing its total FY2026 dividend to 1.10 sen per share, or RM53.5 million.

What’s quite impressive is that the payout is almost 100% of its FY2026 net profit (99.7%), way above the company’s policy of paying out at least 60% of its earnings to shareholders!
1 week · translate
Now we wait for the company to announce the entitlement date
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Such a good time to scoop it up when others are panic selling
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Still trading below its NTA. Worth to accumulate
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TNB is basically a monopoly in Malaysia leh. Surely can compare
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