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02-12-2012, 12:13 AM
May I also ask your view on the impact of plain packaging on the revenue and profit/profit margin of Tien Wah?
Tks,
Tks,
(01-12-2012, 10:28 AM)shanrui_91 Wrote:(01-12-2012, 09:23 AM)Curiousparty Wrote: Dear Shanrui
I would like to hear your brilliant interpretation of Tien Wah 3Q 2012 results.
Tks
(05-06-2012, 04:17 PM)shanrui_91 Wrote: With regard to the interest expense, I am not talking about its ability to service the debt as I have no doubt that it will have the ability to service it. I am talking about the erosion of profit and cashflow as a result of its high interest expense.
Consider the effect to the bottom line if the debt is fully cleared. Consider the total amount of interest expense that it has paid for the past 3 years. The same argument applies for its high capex of RM 75m in 3 years.
You have flattered me, I am not that brilliant
It is certainly a huge positive for Tien Wah to have Capex of only 4.68m as compared to 28m for 9m2012. If Tien wah can maintain this way for its remianing years of contract, then they will be able to compensate for their previous 75m capex in 3 years.
May Tien Wah and New Toyo huat
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