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2015-03-12 14:26 | Report Abuse
HEVEA is getting more excited !
1. Chinese and Japanese customers before the first order was even
placed. Its Chinese customer base is growing at a rate of 40-50% per annum
and HAVEA is likely to reduce its allocation for E1 boards in favour of much
higher-margin E0/super E0 boards for supply to China.
It is also mulling apressing line extension or new pressing line to increase capacity to meet the
strong demand from China.
2. The superiority of its technology was also confirmed by its
competitors during our channel checks.
All of its domestic and most of its
ASEAN-based competitors are not in the E0/super E0 space as only Japanese
regulatory requirements demand such boards.
Given this and the very long and
stringent quality due diligence process, many particleboard manufacturers
prefer to sell lower-margin but higher-volume E1/E2 boards.
3. HAVEA is gaining interest among institutional
investors, which we believe hold a combined 15-20% stake. As HAVEA delivers
on its earnings!
4. HAVEA’s particleboard factory in Gemas is located at the heart of
FELDA’s 300k-hectare rubber plantation, enabling easy access to raw
materials (rubberwood residues)
5. 60% of furniture sales (HeveaPac) are to Japan.
The majority of the
furniture is hollow core and made of wood waste material.
This is
lightweight furniture that is popular in Japan and is a high-margin
product for HeveaPac given the high selling price and low raw material
cost. 1Q is the peak season for HeveaPac as Japanese demand is very
strong in the Dec-Mar period. HeveaPac is also considering new
markets, such as Africa. It has spent RM10m p.a. in the past three years
to increase capacity via greater automation of the manufacturing
process.
6. 最后,我想说的是来临1st QR2015 非常EXCITED!
2015-03-11 21:28 | Report Abuse
I also think like u, soonice.
2015-03-11 21:27 | Report Abuse
Current Ringgit to US Dollar
USD 1.00 = RM3.70.
is that good for HEVEA in future?
2015-03-10 22:25 | Report Abuse
最近那两次的SHARE BUY BACK 各进了200,100.00 units 和200,000.00 units
SUM OF AMT TO BUY BY KSL = RM432,984.89 + RM425,752.50
= RM858,737.39.
2015-03-10 17:49 | Report Abuse
sell before profit taking.
2015-03-10 06:39 | Report Abuse
BONUS ISSUE 已经过了,
觉得不应该除2。
而且,有些股BONUS ISSUE 后不久,
一样会升回到去以往的价位。
2015-03-09 21:56 | Report Abuse
KSL 资料更新 (9.3.2015)
1.14 RSI : 60
2. 30 天平均价 : rm2.12 (已经30 天,大反弹随时发生)
3. 本益比 (倍) : 2.73
4. 周息率 : 2.3%
5. 每股资产: rm2.10
6. 每股盈利: rm0.807 ( 很吸引!)
2015-03-09 20:39 | Report Abuse
就是有些投资者今天开市就PANIC SELLING。
不然今天的SHARE BUY BACK 会在发生在于RM2.20 至RM2.35 之间。
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1897525
2015-03-09 10:31 | Report Abuse
HUGE VOL Q TO BUY AT RM2.12.
ANYTIME CAN SHOOT UP!
2015-03-08 22:03 | Report Abuse
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1895541
才rm1.60 罢了。
consistance 10 cent div for 2015 ,2016。
好过我们放钱进FD ACCOUNT。
10 Lots = rm16,000 x 3.2 %
= rm512 ( 而且还得等一年才会拿到的)
2015-03-08 21:57 | Report Abuse
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1896045
不排除接下来还会更多次的SHARE BUY BACK COMING。
2015-03-08 15:37 | Report Abuse
很少遇见有如此公司(KSL)的EPS for FY2014去到rm0.80++.
2015-03-08 07:52 | Report Abuse
Alex, as u expect, XiaoMi in Msia market 有得做吗?
价钱比一般的来得便宜。
如果真的能卖到1亿部,肯定赚大钱。
2015-03-07 11:40 | Report Abuse
To be or not to be @ to buy or not to buy is yours decision.
2015-03-06 15:27 | Report Abuse
Huge vol ( 3388 ) Q to buy at rm2.20 !
2015-03-05 12:33 | Report Abuse
BUY DURING CORRECTION OF TODAY。
THIS COUNTER WORTH RM1.43!
2015-03-05 12:31 | Report Abuse
可以讲的是够力了DIRECTORS KEEP SELLING ALOT OF SHARE。
BELOW RM2.00 不是没可能的天低价!
2015-03-05 12:29 | Report Abuse
buy on last day ( 9.3.2015 ) also can get rmo.3765 special div.
Will buy bekow RM3.00 if market allow us to collect.
2015-03-05 08:44 | Report Abuse
得记得TEXCHEM's NTA (每股资产值RM2.40 ! )
2015-03-05 08:38 | Report Abuse
已经3 个down gaps since hit as high as rm2.37 to current price now.
随时有大反弹。
2015-03-03 15:29 | Report Abuse
I noticed that pricefall from rm2.37 to current around rm2.07 .
fr as much as rm0.30 already.
Collect or not collect all depend on u.
好股来的。
2015-03-03 07:09 | Report Abuse
Morning, Erkongseng.
May I know which stocks do u also invested in it?
I personally will buy Texchem , Yeelee & Hevea in this week.
What do u think?
2015-03-02 21:47 | Report Abuse
apa name new warrant itu? Hapseng-wa ?
2015-03-02 21:07 | Report Abuse
2015-03-02 18:36 | Report Abuse
Write a comment..还以为今天会去到rm4.
2015-03-01 12:46 | Report Abuse
From OSK188 shown that@MBSB:
1. MACD indicated on uptrend ( black line is on top of red line onw )
2. Parabolic SAR shown the way to the North.
Stock: [TEXCHEM]: TEXCHEM RESOURCES BHD
2015-03-12 14:29 | Report Abuse
明天股价应该会更加高!