Larry Lim's comment on ICAP. All Comments
Larry Lim
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NAV = 4.44 (new record?) and discount to NAV is 44.4%. With an estimated 85% of the reference window done, est. DPU is 0.202 - 8.2% DY @ 2.47.
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Jason Ngu
if City boy can push share price down a bit , even better
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Chohooi Lim
ICAP highest NAV=RM4.53(2024)
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Cantel Wong
Since then, the NAV should not take into the dividens in 2024, 2025. So, 4.44 now should be ATH
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Victor Vohrah
it is a record if DY is taken into consideration
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Benny Khoo
ICAP traded below closed-end funds (CEFs) on the U.S. market. CEFs in the U.S. are usually traded at a 3% to 9% discount. Why is ICAP's deep discount to U.S. CEFs ...

ICAP mathematical Calculation: 2.49 / 4.37 = ~0.57 discount ratio
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Larry Lim
@Benny Because share price is depressed by CoL continued selling and NAV ran up because of semicon bet (Dufu, KGB, etc all touched 52wk high).
1 Like · 10 hours · translate