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Fu Jin
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MAYU
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Fu Jin
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https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3668187
最近大家都在关注MAYU的罚款和亏损,但利空出尽就是最大的利好。我们来算一笔账:
最大的“雷”已经排掉:RM2,400万的PDRM罚款已经在Q3财报中一次性计提。这意味着最坏的结果已经体现在股价里了。现在警察的调查也正式结案,账户全部解冻,这个历史包袱彻底甩掉了。
家底有多厚? 截至2026年3月底,公司每股净资产依然高达RM1.10。现在的股价是多少?RM0.15。
一个核心问题:市场要给一家已经清除了重大不确定性、且每股净资产是股价7倍的公司,多低的估值才算“合理”?
大家都说风险大,股价从0.11反弹到0.15。现在这个价格,大家觉得P/B(市净率)跌倒多少才算是“跌透了”?
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