cherry88

cherry88 | Joined since 2014-08-04

Investing Experience Intermediate
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Stock

2019-09-21 10:42 | Report Abuse

@anti_otb It is not advisable to buy into WB as its exercise price is RM0.54 which is more than 13% premium against the mother shares. Homeriz is payment dividend consistently. You will lose out indirectly as warrants holders are not entitle the dividends.
Even in Poh Huat, if your look at Poh Huat WB, it is trading slightly discount to it mothers shares mainly due to the fact that Poh Huat also paying dividends, and of course closing its expiry date too.

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2019-09-21 09:59 | Report Abuse

Yes. I am focusing in furniture sector toward Xmas !

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2019-09-20 15:21 | Report Abuse

Theatrically correct LCNg123. Practically, it may very troublesome and after taking commission and time into consideration. Thanks.

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2019-09-20 08:50 | Report Abuse

I apologise to my comments on 18/9 where I urge you guys to buy into warrants. I just realize that the warrants is expiring Oct next year which do not deserve any premium. It is "fair" to trade par with its mother share. We should not chase after the warrants, and should focus on the mother shares. Furthermore, given TA research report where Poh Huat will declare 8 sen dividend annually, the warrants should actually trade at a discount to mother now as warrants holders are not entitled the dividends. Guys and gals, take note on this point if you want buy into warrants. We should buy the warrants if there are 4 to 8 sen discount against the mother share. In fact we should SELL the warrants now and buy into mother share.
Given current bearish market sentiments, dividend / cash is king now. Poh Huat is sitting with around RM90mil cash (or 40 sen per share), if they did not declare dividend to shareholders....we may forget it. It is like another Genting where sitting with cash and stingy to shareholders.

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2019-09-20 08:40 | Report Abuse

Agreed. Sell into strength and switch to Poh Huat if you still want exposure into furniture sector

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2019-09-18 17:02 | Report Abuse

I have finished with my Ah Huat Coffee with CX5. Let's huat again here before I holidaying during Xmas.

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2019-09-18 16:52 | Report Abuse

It is much easier to fly given small volume. As mentioned, the syndicates have "nothing to buy" but export furniture stocks.

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2019-09-18 15:43 | Report Abuse

Once break RM1.54...will start fly. Buyers and seller are still fighting now. Alternatively, buy Poh Huat-WB. It is trading at discount. Should trade at premium by now given bullish sentiment in furniture. Buy now before too late.

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2019-09-18 08:50 | Report Abuse

All technical signal are showing bullish signal. When it combine with fundamental strength, it will move toward RM1.88 as targeted by TA Research recently. Should release results next week.

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2019-09-13 09:12 | Report Abuse

Target : RM1.88. Buy now before too late

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2019-09-04 08:50 | Report Abuse

Based on its "intention to deal during closed period" Bursa announcement on 22/8, I expect its results to release around 22/9 loh. Given the depreciation of Ringgit and the results from other furniture stocks, Poh Huat results should be good

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2019-08-16 17:08 | Report Abuse

Maybe it is time to re-look furniture industry given "not much stock to pick now", "Dollar play" and "US-China trade war".

News & Blogs

2019-07-31 08:52 | Report Abuse

For curiosity, what stocks are you holding now ?

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2019-07-15 09:31 | Report Abuse

Thanks Hong Leong Research !

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2019-07-09 23:20 | Report Abuse

Wah... Buy buy buy before too late... Poh Huat normally show good redults in 2nd half of tbe year due to Xmas order in the US

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2019-07-06 11:23 | Report Abuse

I am done with the Alicafe. Bye

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2019-07-02 09:47 | Report Abuse

Guys, I am here...offloading Dsonic and join you guy

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2019-07-02 09:46 | Report Abuse

pang72, you should keep off load dsonic and loading in prestariang for SKIN project now. Prestariang is expert in SKIN. government wont' be so stupid to "fight" with them. I believe they will sit down and re-nego for win-win position.

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2019-07-01 15:25 | Report Abuse

Price break-out. more nego on SKIN too. government won't be stupid to cancel it, and there are no 2nd expertise to do this

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2019-07-01 11:34 | Report Abuse

If I was the syndicates, then I will close it at RM0.62 TODAY ! being the slightly above today's Hi Lo

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2019-07-01 09:17 | Report Abuse

Don't be too greedy, Vxturbo. This counter is both "growth" and "dividend" stock. Its yield is in range of 5%. Given its monopoly status, we expect dividend will grow too.

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2019-07-01 09:07 | Report Abuse

Dsonic already secured the government contract. Price will go back to pre-GE price of 90sen level. It is nothing new. Buy before too late

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2019-06-27 17:29 | Report Abuse

At first glance, the results looks flat. However, if we study into details, you will know that it has delivered an fantastic results with 74% growth !

“Excluding the one-off non-operational incomes in the previous’ year corresponding period i.e. the recovery of bad debt previously written off of RM4.50 million and fire insurance compensation of RM1.27 million, the current quarter profit before tax of RM11.97 million would been an improvement of about 74% compared to the adjusted profit before tax of RM6.88 million recorded in the previous’ year corresponding period”

I believed the Poh Huat growth engine has started. The trade war + strengthening of USD should keep the company sales and profit margin intact. Assuming EPS of 25 sen (based on 4 latest EPS), its growth rate is 16%, with PE of 6~7x should be fair. However, declaring 2 sen dividend is a bit low given its net cash of RM76 mil (or 34 sen per share). The company declared 6 sen dividend last year. (previous years were 8 sen). Assume they declare 6 to 8 sen this year, the yield is 3.8% to 5.1%. If director can pay higher dividend, ROE will grow even higher to more than 15%.

If you buy Poh Huat growth story, then please stay on boat (or start boating) to a better destination / journey. If you prefer to look at short term investment return, then get a ride in Mazda CX5 (and upcoming CX8) with a cup of Alicafe coffee !

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2019-06-27 16:30 | Report Abuse

should look forward your 2nd TP of RM3.60 to RM4.00 ! (based on yield of 5 ~ 5.5%)

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2019-06-20 10:30 | Report Abuse

No hike in cement price. Safe to buy in with 6.5% dividend yield.

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2019-06-20 10:27 | Report Abuse

Just finish my Ah Huat / Aflicafe coffee, decided to buy a Mazda SUV. Very value for money buy given it is locally assembly. Should hold at least 5 years because it is maintenance free. Haha

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2019-06-14 09:19 | Report Abuse

Khatulistiwa, You are still sleeping with lion ? Wake up and go to test drive Mazda with a cup of Ah Huat coffee !

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2019-06-14 09:09 | Report Abuse

Investors are putting in too much expectation on this US-China trade wars positive impact to the furniture company. I believe share prices have been factored in. Bye Bye.
I am going to motor show, and test drive my Mazda with a cup Ah Huat coffee. Not attending the AGM.

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2019-06-14 09:08 | Report Abuse

Investors are putting in too much expectation on this US-China trade wars positive impact to the furniture company. I believe share prices have been factored in. Bye Bye.
I am going to motor show, and test drive my Mazda with a cup of Ah Huat coffee

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2019-06-11 21:53 | Report Abuse

Should expect a very good set of quarterly results to release soon. Else, i can't reason out its recent surge. Also suspect foreign institutions are nuying ahead quarterly reporting. However, please bear in mind Poh Huat 2nd q results are usually seasonal low.. Stay tune and hold tight.

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2019-06-11 15:16 | Report Abuse

no problem...got meat

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2019-06-11 10:24 | Report Abuse

Anybody attending AGM tomorrow ? Please shares what's news and Q&A ...Thanks ya

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2019-06-07 17:42 | Report Abuse

"waiting for before ex date of dividend to drop further then will buy" ??? what are u talking ?

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2019-06-07 09:20 | Report Abuse

EPF is goring....sell into strength, buy during weakness

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2019-06-03 15:44 | Report Abuse

You bot at the highest of the day. Now is RM2.23 ...buy more to average

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2019-06-01 10:57 | Report Abuse

A good potential property company but no dividend. At current environment, dividend is king.

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2019-05-29 16:38 | Report Abuse

Watch out this counter for a strong technical rebound. (technical rebound = short term trade). Fundamental wise, still a bit uncertain.

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2019-05-28 22:08 | Report Abuse

They have changed secretary recently. Should be the typo mistake. They just 'copy' n 'paste'. This is the amended announcement, due to mistake in principal officer shareholding in the original announcement

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2019-05-28 08:47 | Report Abuse

Calvin, please be a bit professional lah...here is Lii Hen forum. Poh Huat must wait for its q2 results to announce next month , and see how "generous" they pay dividend. No dividend no talk lah