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Overview
Financial Highlight
HeadlinesBusiness Background The Malakoff Corp Berhad is an investment holding company. The company’s subsidiaries engage in the design, construction, operation, and maintenance of a combined cycle power plant, generation and sale of electrical activity, and generating capacity of power plants. The group’s revenue is substantially derived from the generation and sale of electricity energy and generating capacity in Malaysia. These activities are governed by the Power Purchase Agreements and Power and Water Purchase Agreements. The Operation and Maintenance Agreements held by certain subsidiaries engage in the operation and maintenance associated with the specific Independent Power Producer within the group. The company generates the majority of its revenue in Malaysia.
  longtermvalue ALrookie, I agree, perhaps that is the best way to handle this counter. High dividend yield and wait for long term capital gain, do you think so? 01/06/2022 9:36 PM Nkk1370 Add some at 0.615.Still losing money in this counter, albeit compensated by the div pymnt 02/06/2022 6:13 PM Silemak Nta 1.12 eps 5 . It’s undervalue. And with big volume can sense some action short to mid term. 03/06/2022 9:25 PM longtermvalue @Silemak, I see, thanks, hopefully they privatise with good price if that's what gonna happen. But big volume could be there to ready for a push in share price too 05/06/2022 5:15 PM longtermvalue I think for long term dividend MALAKOFF offers good percentage at around 8 % 08/06/2022 10:31 PM moneyontheway any potential for it to rebound back to RM1.80 which was the IPO price? i have been holding the shares since the IPO came out and some sort of regretting to enter this counter. can any experts in this forum advise? 09/06/2022 2:16 PM moneyontheway @ttsi. did you also buy at RM1.80? I bought at IPO price and after 6 or 7 years, it has not touched RM1.80 yet. i thought the company is the same as Malakoff berhad when the share price reached over RM10. last time. 15/07/2022 3:29 PM moneyontheway is EPF still selling and what is the impact of the GE to do with this counter?? can anyone advise?? 19/08/2022 1:30 PM bullrun1985 will it go down to 50c, after buy so many rounds from 90c,80c,70c,65c,60c 18/10/2022 2:41 PM longtermvalue "These high yielders are also predicted to deliver market-outperforming absolute returns. They include Bermaz Auto Bhd, Hap Seng Plantations Holdings Bhd, Kim Loong Resources Bhd, Malakoff Corp Bhd, Matrix Concepts Holdings Bhd and Sunway Real Estate Investment Trust. Some of these companies are cash-rich and are likely to reward shareholders with special dividends, such as Bermaz. As Hap Seng's dividends are back-loaded, we expect chunky dividends to be announced [along with its results for the fourth quarter of financial year 2022]," said Khoo. https://klse.i3investor.com/web/blog/detail/ceomorningbrief/2022-10-20-story-h1650922944-Stick_to_Fundamentally_Sound_and_Liquid_Plays_Ahead_of_GE15_Says_UOB_Ka 27/10/2022 9:19 PM longtermvalue “我们也看好，这些高回酬股项有望交出‘跑赢大市’的绝对回酬，建议的选股包括柏马汽车（BAUTO,5248,主板消费产品服务组）、合成种植（HSPLANT,5138,主板种植组）、锦隆资源（KMLOONG,5027,主板种植组）、马拉科夫（MALAKOF,5264,主板公用事业组）、金群利（MATRIX,5236,主板产业组）以及双威产托（SUNREIT,5176,主板产业投资信托组）。” https://www.klsescreener.com/v2/news/view/1057713/%E5%A4%A7%E9%80%89%E4%B8%BB%E9%A2%98%E6%B5%AE%E7%8E%B0%E7%9F%AD%E7%BA%BF%E6%9C%BA%E4%BC%9A-%E9%A6%96%E9%80%89%E5%9F%BA%E6%9C%AC%E9%9D%A2%E5%BC%BA%E4%BA%A4%E6%8A%95%E6%B4%BB%E7%BB%9C%E8%82%A1 27/10/2022 9:21 PM cn21 https://www.theedgemarkets.com/article/malakoffs-3q-profit-jumps-53-higher-energy-payments-power-plants 29/11/2022 9:26 PM longtermvalue Malakoff reported a headline net profit of RM90.3m (+34.5% YoY, -24.2% QoQ), though this was weighed by a one-off impairment loss on carrying value of its investment in Al-Hidd IWPP (40%-owned foreign associate in Bahrain) amounting to RM195m. Excluding this, 3QFY22 core net profit came in at RM285.3m (+>100% YoY, +>100% QoQ). Maintain our Outperform call with a DCF based target price at RM1.02. https://klse.i3investor.com/web/pricetarget/research/65496 30/11/2022 4:00 PM longtermvalue We affirm BUY on Malakoff with a higher DCF-based fair value of RM0.87/share vs. RM0.79/share previously (WACC: 7.5%) with an unchanged 3-star ESG rating. Malakoff’s 9MFY22 core net profit (ex-impairment on associate and financial assets of RM207mil) was 88% above our forecast and 68% above consensus. Malakoff’s results exceeded expectations due to higher energy payments resulting from a surge in coal costs in 3QFY22 and a lower interest expense. We raise Malakoff’s FY22E core net profit by 88% to reflect these. https://klse.i3investor.com/web/pricetarget/research/65456 30/11/2022 4:02 PM Good123 OTHERS Malakoff Corporation Berhad ("MCB" or "Company") - Notices of Assessment issued by the Inland Revenue Board of Malaysia ("IRB") to Kapar Energy Ventures Sdn Bhd ("KEV"), a 40%-owned associate of MCB MALAKOFF CORPORATION BERHAD Type Announcement Subject OTHERS Description Malakoff Corporation Berhad ("MCB" or "Company") - Notices of Assessment issued by the Inland Revenue Board of Malaysia ("IRB") to Kapar Energy Ventures Sdn Bhd ("KEV"), a 40%-owned associate of MCB We refer to our announcements dated 5 November 2021, 16 November 2021, 26 November 2021, 11 February 2022, 28 June 2022, 18 August 2022 and 13 September 2022 (collectively “Announcements”) in relation to the Notices of Assessment issued by IRB against KEV. Unless otherwise stated, the terms used herein shall have the same meaning as defined in the Announcements. The High Court has vacated the hearing for KEV’s application of leave for Judicial Review scheduled on 24 November 2022 due to an ongoing out-of-court settlement between KEV and the IRB. The High Court has fixed a case management date on 3 January 2023 to update the High Court on the outcome of the out-of-court settlement. Further, taking into consideration the abovementioned new case management date of 3 January 2023, the High Court has correspondingly granted an extension of the interim stay on the enforcement of the Notices of Assessment until 3 January 2023. This announcement is dated 24 November 2022. Announcement Info Company Name MALAKOFF CORPORATION BERHAD Stock Name MALAKOF Date Announced 24 Nov 2022 Category General Announcement for PLC Reference Number GA1-24112022-00054 14/12/2022 3:18 AM cn21 https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BC%A0%E8%B5%9B%E8%8E%AB%E8%BE%BE%E6%9C%89%E6%84%8F%E5%85%A8%E8%B4%AD-%E5%A4%9A%E5%85%83%E9%87%8D%E5%B7%A5%E8%A2%AB%E7%A7%81%E6%9C%89%E5%8C%96 ---- May be the next counter to be privatized is Malakoff. 15/12/2022 12:35 PM  | |
