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2015-09-14 17:25 | Report Abuse
the share price can easily go to RM3.00 given an expected EPF of 30 sen and PE of 10x now. Dividend ? It is not just the 3 sen. Don't forget the "free warrants" ! Assuming share price maintain at RM3.00, the warrants can easily go to RM0.50 and it will happen very soon after the EGM on 1/10. So, total "dividend" is 53 sen !!
2015-09-14 17:22 | Report Abuse
Icon8888, you are the CEO of Poh Huat. You have done an excellent job ! You are the first 1 who highlight the news to us !
2015-09-10 15:47 | Report Abuse
How to derive RM3.20 ? Unless you know who much they will make this coming quarter ? Fire no impact....many of the investors seem forget the fire inciddent. when they announced the fire incident, share price drop ....
2015-09-10 11:25 | Report Abuse
Rosmah ? what to update ? any news ?
2015-09-09 12:15 | Report Abuse
When they will announce its quarterly results ? I expect it to announce on 4th sept but seems not materialise......CEO of Poh Huat....please respond...
2015-09-07 12:43 | Report Abuse
Do you buy C12 ? up from 0.15 to 0.195 today. Still the cheapest in terms of premium and duration....
2015-09-07 11:17 | Report Abuse
paperplane, I just can't stop putting comment on you ....."learnt to respect others" please ! The writer did not influence the readers to buy or sell in Call/ Put. He just shares his knowledge....
2015-09-04 15:40 | Report Abuse
Hi...If you really want to buy call, why not consider FBMKLCI-C11 and c12 ? They are trading at 5% and 2% premium with more than 170 days to expiry. It is better than your 17% premium .....
2015-09-02 11:47 | Report Abuse
No reason of not buying this counter give the current bearish market. Assuming forecast div of 10sen per year, paying 3 times per quarter starting from 2nd quarter, the yield will be > 9.25%.
Management is acting fact fast to retrench staff for survival given its earning had been dropping for 6 quarters. So, we expect the earning will be bottom up soon.
2015-09-01 11:35 | Report Abuse
Hi...I am buying Media today...to catch the dividend....thanks
2015-08-29 10:13 | Report Abuse
I think we should "SELL" after those corporate exercise (like the bonus issue, share split, warrants) which no value creation but increase liquidity for them to sell without affecting the prices.....late comers will be caugth
2015-08-29 10:11 | Report Abuse
Tom, I give you a "LIKe"
2015-08-29 10:09 | Report Abuse
dalpinia, you are promoting the crash through all your counters you commented before. Please lah...be more professional....please "clean" yourself first...
2015-08-28 17:17 | Report Abuse
tiennhiue, please dig more info for us ...thanks....this defenately affect the production. No question about it. But how much impact ? Will it more than 50% ? Can we assume the sales will drop by 40% for Sept and Oct.....Please find out . Thanks
2015-08-28 16:12 | Report Abuse
The sell down of Poh Huat could be triggered by the strengthening of the Ringgit and the fire in Vietnam. The fire could be serious. It covers building of 10,530 sqm...quick big area...Any of you has friends in Vietnam ? Can get update from them ?
Looks like the strengthening of the Ringgit is "good news" to the market but "bad news" to Poh Huat...haha
2015-08-28 15:57 | Report Abuse
paperplane2, you better use your common sense !! The fire happened on 23/8, how can it affect the Q3 result which was from May to Jul ?
Based on its directors intention to trade during closed period announcement on 4/8, I believe they will announce its quarterly results on 4/8 or before.
2015-08-27 16:15 | Report Abuse
What happened to Poh Huat oh....? All market up....but Poh Huat drop ??
2015-08-20 14:12 | Report Abuse
Don't worry Icon8888....It is just a joke which initiate by you. Nice to chat with you too.
2015-08-20 09:50 | Report Abuse
Icon8888.....YES Boss..TQTQ.... I am sorry, I won't appear in front of you now....You are a big bull and I am just a little cherry.....
2015-08-20 08:49 | Report Abuse
Hi Icon8888, I know you because you are the CEO of Poh Huat.....The latest TGUAN results was due mainly to "lower price of raw material which translate to lower selling price" and of course the "forex loss".....It make no sense to me. I can't explain it. Can this happen to other export counter like Poh Huat ?
2015-08-12 09:38 | Report Abuse
I was told the company will announce its quarterly results latest next week, expecting a good results with higher dividends up to 4.5 sens. A buy call toward 95 sens.
2015-08-10 11:36 | Report Abuse
Focus on high dividend yield stocks like Century during this bearish market with politically uncertainty is unlikely to make major mistake
2015-08-10 11:34 | Report Abuse
Buy on rumours SELL on facts.....trading principle never change
2015-08-08 12:22 | Report Abuse
Don't worry. the company will announce its quarterly report at mid of the month, i.e. 15th to 21th of Aug. We expect it to declare additional "special dividend" of 2.5 sen from the disposal gain on property of RM9.2 mil, completed in Jun 2015. In addition to its 2 sen "normal interim dividend", we expect it to declare 4.5 sen this quarter.
2015-08-08 08:54 | Report Abuse
Rosmah, assume all remain unchanged and cum price of RM3.00, the ex price will be RM1.40. ((2*3)+1)/5. So the theoretical warrants price will be RM0.40.
2015-08-07 18:13 | Report Abuse
Based on hints from the Announcement on 4/8, they may announce before 4/9.
2015-08-07 16:45 | Report Abuse
Icon8888, I am just small lady. I cannot accept the appointment. Sorry. anyway, thanks for your theory
2015-08-07 16:22 | Report Abuse
I believe it is overdone. Look back its fundamental. Their dividend is attractive at > 8% Similar to Padini, selling is overdone on the GST impact. Padini yield is > 8% too
2015-08-07 16:18 | Report Abuse
How to take profit if you are big kaki ? better hold on for more dividend. Let small fly like me sell first.
2015-08-07 14:16 | Report Abuse
Many thanks to our ex-CEO and current CEO and CFO (Icon8888, dalpinia, lexus002). You finally announce the 1 to 2 share split and free warrants with exercise price of just RM1.00 !! It is a big good news to shareholders. Let’s do the maths. I always treat the warrants like a “special dividend”. The question is how much “special dividend” based on the mid-day closing price of RM2.75 ? We need to calculate the ex price after the split and warrant which comes to RM1.30. ((RM2.75*2))+1/5). Given the exercise warrant price of RM1.00. The “special dividend” will be RM0.30. YES….I can expect the share to JUMP another 30sens to RM3.05 ! BUY before too late !!
On another note. Let’s do some simple FA. Given the strengthening of USD to RM3.90 from RM3.30, and based on 2nd quarter EPS growth of 72% (2nd Q 2015 = 4.14 sen; 2nd Q 2014 = 2.40 sen). We expect it could be double from previous EPS. So, the expected EPS this year would be 39.7 sen ! Based on PE of merely 10x, the share price could boost to RM3.97 !! It is still very undervalued.
All theory (including CEO’s conspiracy theory) hold true now…..price should be in RM3.05 to RM3.97 !!
2015-08-05 17:03 | Report Abuse
How come this stupid paperplane2 come out again......
2015-08-05 08:59 | Report Abuse
Just notice this announcement : http://www.bursamalaysia.com/market/listed-companies/company-announcements/4819769
"the Company had received the notifications from four (4) Directors of the Company of their intention to deal in securities of the Company during closed period of the Company for the upcoming announcement of the third quarterly results ended 31 July 2015"
How come they announce this so fast ? they what to buy more share ? look like they are going to announce the 3rd quarter results within 30 days from now, which is before 4/9. (normally they will announce the result at end of sept). Why so fast now ? must be another set of good news with more dividend. We must thanks the new CEO lexus002. Can dalpinia and Icon8888 confirmed your resignation, and you have appoint lexus002. we small fly need lead. don't leave us alone.
2015-08-05 08:52 | Report Abuse
Look like we have new CEO / CFO on board. welcome lexus002. When they will announce bonus, split, warrants ? must be fast lah,
2015-08-04 17:39 | Report Abuse
Has the Icon8888 confirm resign from the CEO post ? No wonder lah share price drop.....
2015-08-04 17:37 | Report Abuse
What happen to today market ? Given USD continue to strengthen, and yet PH shares keep dropping ? Are the Mr CEO and CFO taking out the RM60 million for their own custodian ?
2015-08-04 12:12 | Report Abuse
On behalf of all minorities, I strongly urge Icon8888 remain as CEO....please.........you are the light at the end of 2-year long tunnel. Do update us on the company performance. When the RM3.50 is coming ? next week ?
2015-08-04 11:07 | Report Abuse
Is it ? I thought there are no rules in Malaysia now....sorry sir
2015-08-04 09:43 | Report Abuse
Like that ah.I don't mind custodian your RM60 million CASH in "our" bank accounts by transferring into my personal accounts. I will give back to you. don't worry lah. "Don't ask" why lah. (just want to earn some bank interest as dividend)
2015-08-04 08:42 | Report Abuse
Dear CFO (dalpinia) and CEO (Icon8888), when you gonna to announce Bonus Issue for shareholders ? Our neck are waiting long long. Given the strengthening of the USD to a new level high again today (3.86), the announcement of your bonus issue will really a "kick" to the Poh Huat shares. It will straight away score RM4 in 1 kick !!
2015-08-03 13:53 | Report Abuse
US dollar hits RM3.847 now . It is benefit export oriented stocks. There are no reasons to sell Poh Huat now.
2015-07-30 09:33 | Report Abuse
Your theory dam true.....respect you !!
2015-07-30 09:31 | Report Abuse
Icon8888, so RM3.50 before bonus issue ?
2015-07-29 16:41 | Report Abuse
CYPARK should back in favour as "the boss" hold back power.
2015-07-27 16:35 | Report Abuse
Icon8888, since you are the shareholder (maybe a major shareholder), I am sure you can influence the management to declare bonus / split and warrants loh.LOL....I am not surprise if they announce bonus / split or warrant anytime soon. The announcement could be even before their third quarter result announcement. Please accumulate before announcement
2015-07-27 16:25 | Report Abuse
Icon888, don't be like another Uncle Koon....
2015-07-25 09:28 | Report Abuse
Uncle Koon, I noticed you did not talk much about your remaining 2 stocks holding - Poh Huat and XinQuan. Can share your thought especially XinQuan which has fallen to multi-year low recently ? I also noticed you own 4.3% XinQuan shares based on its latest annual report. Thanks
2015-07-25 09:20 | Report Abuse
I think this is the only "deepest' undervalue stock in BURSA ! Net cash per share improved from RMB2.60 in Jun2013 to RMB3.37 in Jun2014 to RMB4.15 in Mar2015 ! I am using RMB currency is to avoid any exchange gain loss adjustment in my calculation. NET CASH RMB4.15 per share is close to RM2.54 per share or only 20% of current price. It means this counter is trading at 80% DISCOUNT to its cash position. It is much better than mega sales (mega sales normally goes to 70%) in supermarket.
The latest annual report also shoe that our Stock King for the year - Mr Koon Yew Yin also own 4.3% in this counter. His latest post revealed that he only owns 5 stocks this year, and this is 1 of them
http://klse.i3investor.com/blogs/koonyewyinblog/80180.jsp
2015-07-24 16:13 | Report Abuse
Poh Huat used to show above average quarterly results in the third and forth quarter. I believe they will producing a much better than expected results this coming quarter to announce by end of September.
They may follow other furniture counters to issue bonus, share split, warrants together with the results announcement. So, don't miss the boat.
Stock: [POHUAT]: POH HUAT RESOURCES HOLDINGS
2015-09-14 17:35 | Report Abuse
This 1 must refer to Icon8888. Why they use RM10m to invest in "quoted securities". What shares they hold ? And they also paid out RM8.5m as dividend.