OMH 4.44% 47.0¢ om holdings limited

Ann: MEDIA RELEASE H1 2022 NPAT USD60 Million UP 231%, page-89

  1. 1,106 Posts.
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    If ferroalloy prices for 2023 is similar to what it was in 1st half 2022. This is likely, as energy prices r likely going to remain high for a few years.

    assuming the tax rebatement is continued, production hits 100%, the 25% stake from cmsb is fully accounted for.

    2023 earnings in ringgit should be about rm800m-900m.

    conservatively, it might be around rm600m, if prices dont rebound much from here.

    its unlikely to be rm445m. As what was projected by uobkh.

 
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