有一家上市公司，在过去几年虽然业绩有好有坏，但这家公司都一直拿出超过100%的净利来派息。
但是由于这两年其股价已涨超过25%，因此其周息率从以前的超过7%下降到目前不到6%。
公司对股东们大方派息是好事，可是后来我才知道原来这家公司对员工更大方。
首先是薪酬高，而且还有ESOS。
在前年的Annual Dinner，公司的door gift是向每位员工派发500令吉的shopping voucher。
很够力哦！？
还不算！
在去年的Annual Dinner，公司的door gift更厉害，是每人一台市价过千令吉的iPad Mini 3G+Wifi。
照这样子来看，今年的door gift是否会更有“分量”呢？
我其实并不反对公司奖赏员工，重赏之下必有勇夫，公司业绩会在这奖励之下带动士气，使业务蒸蒸日上。
可是这两年我并没有从公司的业绩看出有什么大突破，股东们还是拿着一样数额的股息，虽然目前还称得上是“高息股”，但以后呢？
如果你是这家公司的小股东，我想听听你有什么感想？
In my point of view, the dividend yield gone down due to the share price gone up. But if i'm buying at the price before then it doesn't really affect my dividend yield provided the if the dividend yield growth is still there for the coming years. If it is not then it might not be good.
ReplyDeleteEven if the company giving back 100% but they are not working hard to expand the business and improve on their revenue or ROE. Then I believe I will not hold it anymore because I believe in the market there are better stocks that give the same dividend yield and have better growth rate in terms of net profit, ROE etc.
Just my two cents :)
Wayne,
DeleteYour view is exactly what I am thinking right now.
Thanks. :)
离题一下，比较想当他的员工咧，哈哈！
ReplyDelete个人觉得是depends on个人在投资上想得到什么吧？比如说，假设我投资这家公司的心态是只不过是要善用一笔闲钱，以便带来比定期存款来得好的回筹，那我觉得投资他是没错的。前提是它的盈利必须维持或增加。通常我们投资一间公司也会看看自己跟他的经营模式合不合拍吧，所以如果能接受它这样的模式，你开心，他也开心，何乐而不为呢？而如果说我是用一大笔资金，寻找长期持有的股，我当然盼望他是成长股，股价起，盈利起，股息也跟着起，而不是这类型“如果。。那怎么办？”的股，或自己会有所保留的股。就当我吹吹水吧 :P 我还是菜鸟一只。。
Microheart,
ReplyDelete你的这一“吹”，给了我很好的意见。
你的看法也对，我除了追求固定的股息外，也追求资本增值。当初买它是因股息为主，其次是我认为它有很高的成长潜能。可是两年多过去了，还看不到。
Thats why the COE got to "tukar orang already lo"
ReplyDeleteSparrow
DeleteThe formal CEO has already left. The new CEO suppose to start from July but now confirmed not joining.
This comment has been removed by the author.
DeleteI knew this co must be MAXIS.... XD
ReplyDelete：）
Deletei also think in the same way. : )
DeleteEvery employees got iPad?
ReplyDeleteHow many employees they have?
富升,
DeleteNot sure how many employees they have. My relative is working in broadband division.
You still holding boon? heard the COO also endcontract 31may2013 not renewing le
ReplyDeleteSparrow,
DeleteI have sold most and holding free shares only now.