KMB's parent company, Transport International (0062), issued a profit warning
Basic profit halved in the first half of 2026 due to rising oil prices
1. Let me remind everyone again: when looking at real estate-related companies, you should pay attention to basic profit, not reported profit. Quote websites use reported profit for calculations, which can be a bit misleading.
2. Utility stocks have very strong sustainability and powerful corporate moats but lack pricing power, resulting in relatively low returns. Airlines can raise prices at any time, but bus companies cannot.
3. In recent years, Transport International has given shareholders the option to choose between cash or bonus shares for dividends. Choosing cash dilutes the remaining equity interest, while choosing bonus shares simply means receiving no cash. The yield displayed on quote websites does not reflect the above factors, so investing based on yield may be misleading.
I won't go into too much detail on the data; I won't invest in companies that issue bonus shares.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
