@Paul - Mushroom Soup really taste bitter, ha.. ha.. with tear..

Mushroom Trial & Error - I think it is also time to plant on Top of YHC head.

Far far way sure everyone can recognize him bcoz with Big Big Mushroom Head

Weakness reflected in recent share price movement..

ParticleBoard recovered while RTA "koyak" due to Japan low season pula..

Dividend 1 cent also need to take.. can not ask for more..

Can next Q both segment also on the right tack at the same time ?

@yfchong got insider news to share ?

YHC you better jaga baik baik loh.. I know your head now look like Mushroom Head.

Go all out bring in new market.. else your head will grow more & more Mushroom.

Ha.. ha.. option 4 is seemed better..

Instead buy arcade game joystick for PS4. Play Tekken - Can hit harder to get rid of hand itchiness.

Ha.. ha.. why regret la..

-option 1 don't touch
-option 2 attack once Q2 out
-option 3 attack all the way up then parachute

If Particleboard sales normalise in 2Q plus if RTA momentum is continued as per 1Q, then 2Q shall be able to generate above RM5mil profit. If above RM5mil the Dividend is likely to maintain at 1.2 cents.

@CashRich look like panic seller emotion in much more stable mood now.

@Paul sometimes is just bcoz riding the horse during the wrong timing.

Only need good result - the horse will start to sprint stage by stage. While waiting for explosive result will turn the horse into Pegasus.

Collect for Dividend and waiting Spring to come..

@Paul waiting your TP

Follow @Jaden ha.. ha.. No doubt tough outlooks

@Jiahui u hari hari write comic story here..

Your comic story too attractive.. but "Hai Si Lang" or "Hooi Sei Yen" lo.. ha.. ha..

Quite some time didn't follow, my old memory told me that the son exercise at 1.00

OMG when I rechecked, the son need to go slimming exercise at 1.45. The son shall even look "Tulang" against mother.

What is the mother story..

Mother exercise too long liao.. no vitamin.. no nutritious.. over.. too slim

Remember Mother still look beautiful above 70 level, but now look skinny.. can see the bone now..

@Jiahui when the mother can get more nutritious foods for her to look like supermodel again

Inside freezer still got Dividend juice to drink. Don't have to sob.. sob.. la..

Else exchange for Mushroom then go to Pasar Malam to open stall and sell Taiwan style grilled Eryngii Mushroom.

@CashRich wanna to join. ha.. ha..

Missed estimates only bcoz of ParticleBoard Segment reported in Loss. But overall cash flows margin is much better than last year Q.

Plus sign, RTA Segment is resumed to previous momentum. Margin is also slowly improved back to previous level.

In short Cash Flows generated in Q1 2019 is remained healthy, only dropped RM2mil. A good Dividend payout is still sustainable couple with Strong Cash piles on hand.

DualShock comments by segment :

Particleboard - I expect Q1 it can at least breakeven but it ended with loss. Moving to Q2 production at 80% utilization rate. Therefore Particleboard shall be able to turn green in Q2 but expect much lower margin due to soft market sentiment.

RTA - Beat my estimates. Plus a good sign no more inventories written off. Positive trend will continue with support demand from Japan. Next quarter I think can expect RTA margin will further improve (due to lower material cost + better efficiency)

Mushroom - Still in loss was expected. Next Q can expect higher Revenue with more distribution network in place as compared Q1.

KLCI start to rebound but is still the worst performer so far. Don't continue to be "Boooo.." will do.

@Paul why roti leh.. Grilled Mushroom is better.. Mushroom in Q2 already start to grow more & more Mario.

RTA Orders will keep coming in, so don't worry too much about "China". Is Japan.. Japan.. Japan..

@CashRich OPR cut mean FD rate also cut. Making Dividend Yield more attractive here. Ha.. ha..

The only weakness is the Traffic Light Traders' emotion is too fragile overhere. But is great can take advantage.

Probably Q1 2019 result not out yet, many still have doubts about it.. counting down.. and HeveaBoard please beat my estimates.

@CashRich I need to give you one Big "Likes"

@Paul

At first I also wonder why Hevea didn't mention anything about Haimen Subsi. in 2018 annual report.

Yesterday announcement to de-register the Haimen Subsi. - now I know why.

Your headline is just like Chinesepaper Flash News "Army retreat from China". Ha.. ha..

I don't think the new Downstream Biz explored by Hevea last year even start in active Biz operation. It could be a dormant company since last year.

While this year Hevea decided to withdraw the registration to avoid any unnecessary capital outflows to invest new Downstream Biz in Haimen.

@CashRich Don't have to bother Trader. Just be patient.

Tick tock.. tick tock.. getting near to Q1 2019 result, just 2 more weeks to go.

@klchai123 you really a big fans of Coldeye.. ha.. ha.. but is seemed you still like Mushroom.

@Cashrich at least with 50 Giant Outlets on board, it is quite comfortable to confirm Heveagro can now work to meet Phase 1 Production Target starting in Q2.

@Cashrich do you know why I prefer Mushroom as Dividend, I prefer HeveaBoard continue to use its Free Cash Flows to re-invest in its Biz.

Factory Automation is pretty important aspects to avoid any future Labour shortage issues.

@Uncle Jiahui

Become Kung Fu Panda, u think can work or not.. round body but flexible.. ha.. ha..

Bcoz to become IP Man is not easy "葉問我要打十個"。

@klchai123 Be confidence to your own TP RM1.00 by Year End. Don't let Research House to undermine your intelligence. Am I right !!

If not mistaken you are "Black Blue" Eye fans, then you can sell Hevea already.. ha.. ha..

DualShock is continued to grow more & more Mushroom here. Dividend Yield will be getting more & more attractive starting FY 2019.

@Cashrich no need to imagine, HeveaBoard sure can reward shareholders more Dividend moving forwards especially HeveaBoard is continued to perform "Reasonably" well. That is the message from YHC - Group MD.

The advantage of a Cash Rich position company & also higher profit margin than its peer company.


Mushroom average selling price RM11-14 per kg is much higher than I tot.

No Dividend DualShock is willing to take Mushroom as Dividend ha..ha.. bcoz DualShock found some "Pasar Malam" selling grilled Eryngii Mushroom for about 180 gram at RM10.

Easy math say we get Eryngii Mushroom at RM14/kg & we can convert to almost RM55 Revenue with profit > 250%. So Eryngii Mushroom as Dividend is much better, right.. Ha.. ha..

Bravo bravo..

@klchai123, I like your Q1 2019 guesstimation. Probably still need to exclude Mushroom's operation cost.

CashRich Anti water ? no standard.. Ha.. ha..

HeveaBoard has been moving to produce grade E0 & Super E0 Particleboard and also NAF particleboard.

Country likes Japan, European, US and even China demanding higher grade Particleboard.

Paul, IKEA furniture ?

Guess what !! Not made in China.. even IKEA Stores in China.

Probably when we shop in IKEA, we always noticed "Made In China". So it make us think all "Made In China"

IKEA Msia also has 4 Outlets now in West Msia. Soon will open in East Msia.

Not to mention IKEA is continued to expand in China..

O..o Big small eyes or Down follow market?

Can’t stop people to re-act. Can start slowly to add back.

Foreign fund pull out Msia Bond and market expect likely BNM might cut rate in May. If that happen it will put more pressure to Ringgit.

Weak Ringgit is good to export oriented counter like HeveaBoard, it can help to cushion Mushroom marketing cost as well as Particleboard operation cost.

Ha.. ha.. nich0las I like your comment stupiak Directors.

EPF is continued to add more while suddenly Directors disposed off earlier position. DualShock think sometimes the shares can also change hand to more strategic partner. It can be left to right like Directors to EPF or vice versa.

If Directors buy low sell high then only Q? Mark to DualShock. Why Directors take profit ha.. ha.. DualShock don’t see any reason they have to do so.. if yes why wait until now, right...

Nothing to worry, just wait for Mushroom to grow & RTA momentum to ramp up bcoz “the worst” year 2018 was over.. as highlighted by YHC.

Ha.. ha..

@Jiahui last trip is bcoz LKS ordered Boeing 737 Max that is why fly half way and all sensor gone wrong and lead the plane to land immediately.

@mancing will use the word "CRASH" ha.. ha..

Be patient existing holders.. let no patient one sell low..

@mancing sure waiting as well..

London Flight is running promotion.. ticket price getting attractive..

Airport is still closed - under construction buy ticket also can not fly yet..

@Jiahui Ha... ha.. I like Charcoal also black..

@se7261 you must be super rich... don't even bother to take a look Black Horse turn into Charcoal..

DualShock think different industry probably different timing only..

IPO investors fund EWINT to do Biz.. nothing wrong with its Biz model.

UK Brexit ding.. ding.. dong.. dong.. might affect EWINT's goldmine in UK market.. leading EWINT in much volatile movement..

Ha.. ha.. probably uncertainly = opportunity, DualShock thinking to on board London Flight.. but still haven't buy ticket..

Uncle @Jiahui banyak.. pandai.. wayang..

Already Sifu in this counter.. Others Billis kena send by him to ICU.. and he is the doctor

Ha.. ha..

Am I right @mancing

Welcome back Cockroach..

GenM yet to feel the impact of Additional 10% Gaming Tax in coming Q1 2019.

Pitty GenM need to support Govt's deficit in return at GenM share price cost.

Bravo.. bravo.. Hevea proposed Final Dividend of 1.4 cents for FY 2018

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6105565

Total Dividend for FY 2018 will now be 5.0 cents and exceeded JF Apex assumption only 4.8 cents on its recent coverage.

Excellent Dividend Yield at its current price. Let see when the "Best Deal" promotion share price will be ended and when Hevea share price will move to its correct valuation level.

HeveaBoard expects RTA furniture unit to perform better

https://www.theedgemarkets.com/article/heveaboard-expects-rta-furniture-unit-perform-better

Overall Hevea posted a strong recovery in Q4 2018 :

- Revenue QoQ surged 24% from Q3 RM101.7mil to Q4 RM126.0mil
- While PBT jumped 136% from RM3.4mil in Q3 to Q4 RM8.0mil (if you added back non-cash inventories written off RM4.57mil)

Management highlighted the shortage of foreign labour is now resolved. The company continue to focus developing higher value products, better cost management and efficiencies.

Q4 2018 result indicated that efforts from management was paid off with Strong Recovery Of Topline & Bottomline.

Better year ahead expected for HeveaBoard

https://www.theedgemarkets.com/article/better-year-ahead-expected-heveaboard

Bravo.. bravo.. Hevea..

Finally the RTA momentum was recovered in Q4 (if added back RTA inventories written off RM4.57mil, margin was improving)

Mushroom is still losing $. Look like is still in Trial & Error stage.

Once Mushroom turn breakeven in FY 2019 then can expect to contribute profit to pay sustainable Dividend.

Counting down... down.. down.. first..

Agree with @GoldenShares go ahead with NO Deal = Best Deal.. he.. he..

ha.. ha.. @mancingbursa dun paint me like that la.. we r just part time plumber..

Road to 20 cents won't take too long la..

Anyone here want free School Bag just let me know. DualShock is a specialist to provide school bag for people to jump off the plane.

I always put Big Rock and Steel Ball.. bcoz those items can make you faster to land on the ground.

@winmxaa

Your good intention, suicide team won't listen one.

Let them dream Big here.

@Yael Jasper @Lim Tek Wai @jordanmaggie61

They must be getting good salary go everywhere to write same kind of message everyday.

But funny thing @Cockcroach talk to them.. Wa.. ka... ka...

Right issue can help Armada for sure.. maybe raise 4bn like Sapura..

Easy to slaughther ikan billis

Just to check when "Holland" flight will land.

New passenger is waiting.

Red Wall Street = Red Emotion of FF as well as Local Fund

GenM is emotional counter = It can swing up & down 30 cents in a day & vice versa

You will like GenM as well as hate it.. DualShock is not greedy type..

EPF dispose with reasons.. more to come ?

Listen to professor - Sterling low.. $ make by EWINT will be killed by exchange loss.. Pitty EWINT..

GenM like to swing up and down.. So sometimes we can not be too greedy..

Tap the trend.. BB counter BB game.. We can only Tap its trend..

Suddenly any bad news from Wall Street GenM will swing upside down again.. bcoz FF emotion will change and unload.. Local Fund A or B also can not defend when FF dump.. FF always easily close eye to pump when they return.

No harm to sell first and collect later.. lock profit in the pocket and recollect on weakness.

Yoyo.. yeah.. yeah.. @5.30

Today Fund A Vs Fund B.. pump.. pump.. finally cross 5.20

BB counter BB game.. I can only become passenger of high speed train and must know which station should stop first..