6947 DIGI

DIGI is part of the global telecommunications provider, Telenor Group and commenced operations in 1995 as the first digital mobile network in Malaysia. DIGI is today a leader in prepaid services, setting industry benchmarks and innovation to deliver quality voice and data services to retail and corporate users. 
DIGI has been a profit performer and also distributing dividends to shareholders (based on recent financial reports); some of which are listed below.

DIVIDENDS

• Dividend Policy of at least 50% refer below link for rest of dividend history from 2005 to 2012
• http://www.digi.com.my/aboutus/digi_ir/financialReports_dividendPolicy.do

RETAINED EARNINGS

•                                            FY2011        FY2010       FY2009         FY2008
• RETAINED EARNINGS:   RM642M     RM577M     RM751M      RM1127M
• NETT INCOME:                RM1254M   RM1178M   RM1000M
• DIVIDEND PAID:              RM1189M   RM1353M   RM1376M

OTHERS

• 1Q2012 : EPS: 4.12sen   NTA: 16sen   PE: 24.2   Price: RM4.00 @15Jun12 

MY TAKE: Given the price movement over the last 4 years (2009-2012), a consistent pattern with price hike after the big fat dividend announcement. DIGI have been dishing out at least 100% dividend payout policy in the last 3 years and retained earnings have nearly halved what was in the books as end FY2008. Will DIGI continue to to dish out such dividend quantum in the future? Early indication is affirmative, given 1Q12 is giving 5.9sen (or 59sen before share-split) which is higher than last 2/3year corresponding quarter.
11July12: wow no need to wait for dividends, price rallied to 4.35 last week and today closed 4.30; capital gain 30sen from 15Jun


note: data from local exchange website and pix from googled images, and for any error here refer to local exchange and/or website for accuracy and/or authencity. all analysis herewith is for personal purposes only

6012 MAXIS

MAXIS is one of Malaysia's biggest integrated communications service providers and primarily involed in mobile and fixed voice, messaging, mobile internet and broadband (both wired and wireless)

MAXIS has been a consistently profit performer and distributing dividends to shareholders (based on recent financial reports); some of which are listed below.


DIVIDENDS

• 1Q2012 Nett 8sen (Interim ST 8sen --ex-date 13Jun12)
• FY2011 Nett 40sen (totalling RM2.2B versus nett profit RM2.5B)
•  Final ST 8sen ex-date 6Jun12
•  Interim ST 8sen ex-dates 13Mar12, 13Dec11, 13Sep11, 13Jun11
• FY2010 Nett 40sen (totalling RM2.475B versus nett profit RM2.295B)
• Final ST 8sen ex-date 20Jun11
• Interim ST 8sen ex-dates 11Mar11, 14Dec10, 14Sep10, 11Jun10
• FY2009 Nett  15sen (admitted to Bursa on 19Nov09) (totalling RM1.4B versus nett profit RM1.6B)


• Final ST 3sen ex-date 24Jun10
• Interim ST 6sen ex-date 11Mar10, 29Dec09

RETAINED EARNINGS (Distributable Only)                     

• 1Q2012: RM561M
• FY2011: RM589M   FY2010: RM251M   FY2009: RM431M    FY2008: RM261M

OTHERS

• 1Q2012 : EPS: 7.6sen   NTA: 108sen   PE: 20.2   Price: RM6.31 @01Jun12 
• http://www.maxis.com.my/main.asp

MY TAKE: Given the price movement over the last 4 years (2009-2012), a consistent pattern with price hike after the big fat dividend announcement. MAXIS dividend is not deemed fat but have been giving dividends 5 times a year for the last 2 years (each totalling a hefty 40sen single-tier) plus 15sen from 1st year of re-listing. This equates to 95sen return since re-IPO price at RM4.75 on 19Nov09. Hence MAXIS have returned almost all their nett profits as dividends to shareholders, implying a 100% dividend policy
11July12: today price closed 6.50 equals captial gain plus dividends, what more can we ask?


note: data from local exchange website and pix from googled images, and for any error here refer to local exchange and/or website for accuracy and/or authencity. all analysis herewith is for personal purposes only

4863 TM

TM is Malaysia's leading integrated information and communications group, offers a comprehensive range of communication services and solutions in broadband, data and fixed-line; main focus on the establishment, maintenance and provision of telecommunications and related services.
TM has been a consistently profit performer and distributing dividends to shareholders (based on recent financial reports); some of which are listed below.


DIVIDENDS

• FY2012 Nett ___sen
• FY2011 Nett 19.6sen (Final ST 9.8sen, Interim ST 9.8sen)
• FY2010 Nett 48.6sen (Final 13.1sen less tax, Interim 13sen less tax, Cap distribution 29sen)
• FY2009 Nett 19.75sen (Final 13sen less tax, Interim TE 10sen)

RETAINED EARNINGS (Distributable Only)

• 1Q2012: RM3932M
• FY2011: RM3681M   FY2010: RM2719M   FY2009: RM2222M   FY2008: RM2303

OTHERS

• 1Q2012 : EPS: 7sen   NTA: 216sen   PE: 19.3   Price: RM5.40 @01Jun12 
• Dividend Policy of 90%

MY TAKE: Given the price movement over the last 4 years (2009-2012), a consistent pattern with price hike after the big fat dividend announcement. Telekom has a dividend policy of returning 90% of nett profit to shareholders; this is one of the highest dividend policy in the country.
11Jul12: price rallied to high 5.85 last week, today closed 5.74; again capital gain plus dividend


note: all data from local exchange website, and for any error here refer to local exchange website for accuracy. all analysis herewith is for personal purposes only