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2016-01-13 10:35 | Report Abuse
We view the Malaysian furniture industry as a potentially undervalued sector which is poised for re-rating, driven by: (i) their high proportion of export sales, (ii) margin expansion on strengthening USD, (iii) sector-wide capacity expansion, (iv) long-term growth riding on the TPPA, and (v) healthy balance sheets. We peg the sector valuation at an average of 10.6x Fwd. PER, which is at a premium to board makers' average Fwd. PER of 9.5x as the sector shares similar positives (consistent EPS growth, steady margin expansion) but enjoys better fundamentals (higher dividend yields, stronger balance sheet positions). Our valuation is applied to annualised latest quarters' EPS, with adjustments for growth and seasonality. The resulting fair values indicate strong return potential for furniture makers averaging +15%. Among the furniture players, we see above-average return potential for: LATITUD (Fair Value: RM9.55; Total Return: 20%), LIIHEN (FV: RM4.01; TR: 55%), POHUAT (FV: RM2.54, TR: 34%) and SHH (FV: RM3.09, TR: 35%).
2016-01-13 07:04 | Report Abuse
今天股價大升
2016-01-13 06:58 | Report Abuse
POHUAT - Exports furnitures to US. POHUAT benefits as demand of home furnitures and office furnitures are recovering aligning with recovering US markets and higher demands from Canada.
2016-01-13 06:58 | Report Abuse
PETRONM - Downstream Oil and Gas industry processes on the low crude oil and exports its products in USD
2016-01-13 06:45 | Report Abuse
This is a strong indicator that the price should climb higher immediate TP is at 1.10 & 1.20.
2016-01-12 22:54 | Report Abuse
Petronm bullish....up up up
2016-01-12 22:53 | Report Abuse
Yup , rebound n up up up
2016-01-12 21:47 | Report Abuse
Red day how u know God a?
2016-01-12 18:58 | Report Abuse
Tomorrow still uptrend
2016-01-12 17:53 | Report Abuse
股票有升有回落,外面市场也有点影响投资情绪,不过长远投资这个股是不错的选择(个人观点)。
2016-01-12 17:44 | Report Abuse
马股近期主题是美金,相信还有半至一年都围绕着这个主题。。POHUAT是有前景
2016-01-12 17:34 | Report Abuse
堡發資源(POHUAT,7088,主板消費品組)料從美國屋業開工走俏獲利,達證券調高其2016與2017財政年財測4.9%與5.0%。。達證券預測2016年本益比為12倍,調高其目標價,由1令吉91仙上修至2令吉39仙,“買進”評級不變,主要是各項“利多”推動。(星洲日報/財經‧報導:張啟華)
2016-01-12 17:12 | Report Abuse
看来已巩固了在0.8的线了,现在0.82 ,stock chart price is on bulllish 相信还有10-20%的涨幅,留意留意
2016-01-12 16:46 | Report Abuse
because petronm very handsome
2016-01-12 15:17 | Report Abuse
showtime
2016-01-12 12:35 | Report Abuse
中间出现波动以然能跑出来,牛啊。。。这个形势只会升
2016-01-12 12:30 | Report Abuse
7.15 very best
2016-01-12 12:19 | Report Abuse
afternoon to 7.65
2016-01-12 12:18 | Report Abuse
uptrend
Stock: [DUFU]: DUFU TECHNOLOGY CORP. BHD
2016-01-13 10:50 | Report Abuse
will up to sky