@Lawrence, go for Harry Teo's class

Just collect before it starts booming again.

If the market believes this kinda Jho Low rumour and drive down the share price, I'm a happy man, can collect on the cheap

If you put PER of 8-10x for annual profit of RM80mil for this year, target price should be RM3.55-RM4.44.

Time will come for Thong Guan & Lii Hen to rise more as I think these two are the best exporters around. USD/MYR continues to climb to 4.135 today.

Hong Kong. Evli holds Hevea, Padini, Dufu, Latitude, Prolexus as well.

THey're not substantial shareholder and not in the company's annual report. They only reported their holdings at Bloomberg end of April.

One of the main winners among exporters in my opinion (Thong Guan & Hevea are the other two). Lii Hen should come back with a vengeance with USD bull coming back.

PE'16 of 6x, Div yield of 6%, ROE'16 above 30%, Net cash per share of 45.5 sen, growth above 40%, beneficiary of higher USD/MYR. Classic case of potential superstar.

Further growth in profits and sales expected this year. Analysts estimates are way way too conservative. Time for them to jack up their profit forecasts and target prices. This quarter result is another confidence boost for this counter.

Awesome!

Thong Guan could be the trade for this year. Earnings could be explosive, backed by continuous expansion and potential bonanza from COFCO. Management's active engagement with investors and public is positive. I'll buy anything btw RM3.10 to current price. Current price weakness is just purely technical. Let the panic sellers sell. Good for all of us.

https://brokingrfs.cimb.com/E5JRX4r-aC5m2iQUWawnNjWgz0SfPnyUAtGkWg2o3BGcQ75zhBp_npQvV4TY5N9rSk-6oPyEJrqwqvs80.pdf

The rumors on Hevea are not supported by proofs as of now. And the internal bickering and operational issues are normal. No business is perfect. Until the news is proven real, all these insider news should be taken with a pinch of salt.

I come to support as well lah. Technically 1.95-2.00 is a safe range to accumulate. The recent quarter was fantastic, if excluding the loss from fire of about RM5mil, net profit should be RM20mil already. Full year earnings should be around RM55-60mil for this year, considering it's cyclical on quarterly basis. PER should be around 8x. USD strength should continue as ringgit will be dampened by RMB devaluation, low oil prices and incompetence of Malaysian govt. Good to go for it.

Accumulation before breakout.

Divide EPS by 4, around 4 sen per share per quarter. Annualized 16 sen, PER of 10x will bring fair value of RM1.60. The third quarter earnings should be even more spectacular with such a strong dollar.

interim dividend lah. More to come. Profit another all-time high!

More to come

http://www.cnbc.com/2015/08/10/rply-depreciate-to-yuan.html

RM3.87 to the dollar now. With Brent falling below USD50/bbl and more scandals and political storm thanks to 1MDB cabinet, quite soon will reach RM4 to the dollar. Put PER of 12x to RM60mil profit for 2015, Hevea should be trading at RM1.80 already. This is one of the very few ways to hedge and earn from the weak ringgit. We will likely see Hevea rocket up again very soon. Buckle your seatbelts!

RMB will be a bad bet. RMB is kept stable for SDR inclusion. After that, there's little incentive to keep RMB high. Look at what the traders are doing with RMB forwards.

Market Cap: RM450mil at RM1.10. If earn RM15mil a quarter, this year's earnings will be RM60mil at least. PER 7.5x for 2015. Gao dim. No need to calculate per share basis. Thanks to 1MDB cabinet and rising interest rates in US, USD will continue to strengthen against RM. You wanna hedge against weakening RM? Go for Hevea.

Split 1-to-4

25ct

jjsmith, more discount good lah. Sell mother, buy warrants, convert, sell mother share, buy warrant, convert...repeat the process and you earn at least 5% each time.

The discount btw mother and son is getting wider after split. Arbitrage opportunities aplenty

Warrants will decide the price action of the mother shares later. Mother shares rose too fast. Warrants doesn't want to follow until mother shares are more reasonable, then warrants will only follow. Expect mother shares to consolidate for a while before the next upleg. Warrants will only start moving again when it's time for the mother shares to move the next upleg.

It's all about the USD strength. The worse the ringgit performs, the better Hevea is. 1% rise in USD strength bump up hevea earnings by 7%.

taking advantage of the bearish market to accumulate and wash out all day/week traders.

sangharimau, first time investing in stock market? this scenario is as normal as breathing in stock market.

Aunloke, Brem is a different ball game. It hasn't shown earnings growth and remained flat. It's in property sector which is not favored at the moment. You can't just compare one aspect and disregard the rest. Hevea fundamentally is much better and superior to Brem due to earnings growth (more than 50% mom and 90% yoy in 1Q), margin expansion from lower costs and higher margin products, USD strength (7% increase in net profit for every 1% increase in USD/MYR!!!) and higher dividends (due to increasing cash pile, gonna be net cash this year). Hevea has all the factors lining up in its favor.

wooda, is it? Please read the quarterly results carefully. thank you. your statement is wrong.

Relax and enjoy the ride. Insas' next quarterly results will be good due partly to gains from sale of Inari.

Bollinger band squeeze, breakout soon...hopefully

Likely in May, not April. Rhb is just analyst report, not official.

Which paper? Pls specify

The only catalyst I see now is more selling of Inari to realize gains from Inari.

It's Thong's own piggy bank, thus can't be shared out so easily and fast. Have to wait till the cows come home and nobody cares about the stock :p

Insas is Thong's own piggy bank. Not easy to share with others. Slowly wait lah :p

i3 forumers are for noobs. Experts please stay away or be slammed and whacked left right centre back :p i3 forum has become such a sorry state as compared to what I see in hotcopper or seekingalpha. Need some revamp to enable rating, regulation, success rates of calls etc for each writer. Sigh...

EPF trades shares everyday in and out for so many stocks. This is no surprise at all. Reason for trading? Earn trading money.....Amazing that this is surprising to some...

So many arguments, in the end, the one who wins money is the one who is right. Very easy.

Apparently, someone is not including the two free warrants into the calculation?? U pay RM1, you get PA at 88sen+ 2 warrants worth 55sen = Total RM1.43. So, you earn 43% return. Happy man

PA can't be converted.

Awesomeness! The stars just aligned!! EPF emerged as Inari's substantial shareholder, good for Inari and Insas. Insas disposed Inari and will start to realize/unlock huge capital gains :)

The more misunderstood, the better :)

Please learn about time value and intrinsic value of warrants.

Insas should be trading above RM1.20 which was the level when Inari reached all time high of RM3.09 last July.

Until and unless everyone gives up on this counter and sell all they can, Insas won't surge (Surge means 40-50% from current levels). :p