http://www.bursamalaysia.com/market/listed-companies/company-announcements/5179481

still not too late for you guys to jump in PANSAR now... 50 sen is too low to be set as a target, Sebastian... with its potential not fully realized yet, I think it will be trading at least >70sen by end of this year... let's see...

indeed superb results as what I had expected earlier (due to a lot of mega construction projects that are on-going in Sarawak)... as a major supplier/distributor for various types of construction materials, there is no way PANSAR will not benefit from there... Q1 2017 results has improved 260% as compared to Q1 2016!!!! I expect more to come for the next few quarters as revenue and profit will be recognized more when these projects proceed into a more matured phase....

yup... since the management decided not to recognize the revenue and profit in this quarter, next few quarters will be seeing huge revenue and profits... those who are selling now will regret... no choice for HSL-CD as it will be due soon... that is why I only purchased HSL mother share...

nice analysis... yeah, i agree that family mart will not contribute significantly to QL in near term, due to the gestation period for the first few years... but in long run, it can bring positive impact to the group... i am still holding the shares tight and won't be selling any as I foresee that the growth is steady and promising....

just a bit of patience guys...

Polyplas is one of my company's plastic injection molding suppliers and the sales manager told me that they are overwhelmed with work orders until Q2 next year... so I would expect GESHEN's revenue and net profit to increase substantially in the next few quarters (as they are now 100% owning Polyplas)...

the company is actively doing shares buy back at current price... I guess the upcoming quarterly results will be fantastic... let's just wait and see...

http://www.bursamalaysia.com/market/listed-companies/company-announcements/#/?category=all&sub_category=all&alphabetical=All&company=7207

chernhung... pls read this report:
http://rhb.ap.bdvision.ipreo.com/NSightWeb_v2.00/Handlers/Document.ashx?i=cd0b8e4abe904616bcfbe8fa8ff18255

weng77... agreed with your facts above.. but dun forget about a downside too... that is the average selling price will be lower in Q2 compared to Q1 as the MDF selling price is going down a bit... so the above positives may be wiped out by the lower ASP... so I dun expect much better performance in Q2... very likely will remain flat... but after all, a flat result is still a very good result! PE is still very low, with a lot of margin of safety to due low P/BV ratio.

thanks for this piece of work... i think it is a fair analysis...
However, please see link below... business in Malaysia is looking bad down the road due to 3 main reasons:
1) pressure on the profit margin of interest-income (BNM recently cut down OPR by 0.25%)
2) weakness on the asset quality
3) slowing down of the loan growth


http://www.enanyang.my/news/20160803/%E5%88%A9%E6%81%AF%E8%B5%9A%E5%B9%85%E5%8E%8B%E5%8A%9B-%E8%B4%B7%E6%AC%BE%E5%A2%9E%E9%95%BF%E6%94%BE%E7%BC%93br-%E9%A9%AC%E9%93%B6%E8%A1%8C%E8%81%94%E6%98%8C%E5%8D%B0%E5%B0%BC%E4%B8%BE/

http://www.enanyang.my/news/20160812/3%E9%A2%86%E5%9F%9F%E7%A8%B3%E5%81%A5%E5%A2%9E%E9%95%BFbr-6%E6%9C%88%E5%B7%A5%E4%B8%9A%E7%94%9F%E4%BA%A7%E6%8C%87%E6%95%B0%E6%89%AC5-3/

IPI for wood-related products and furnitures increased 10.1% in June.. do you still think Evergreen's business is deteriorating? fact speaks for itself...

expansion is on-going and the increase of revenue/profit will not come in immediately. Let's wait for the next 1-2 quarters before we decide if it is game over for GESHEN... i am still "cautiously" optimistic.. haha...

i think it will hit >RM2.00 very soon...

hng33, you are right, one of the reasons why i chose HSL is also their much higher profit margin.. they are good at managing/controlling their construction cost...

slts, dun even need to bother that moneykj... i also think he is a joker here.. i cannot guarantee 100% that Evergrn share price will drop to 60-70sen.. but based on its strong fundamental (yes, still very strong), i think the likelihood is only 0.0000000000001% for that to happen... time will prove if it is correct to accumulate at current price.. let's just wait and see...

weng77, especially on the dividend wise... even if the price does not go up too much, the dividend yield is not bad... the downside is minimal but upside is very promising...

weng77... nice comments, we share the same view..

no offense... i am just thinking that if the cost management of a company is poor, even if they won more contracts (more revenue), the bottom line (net profit) may still be poor. This is very likely the case for Crest Builder... Look at 2015 revenue, it was higher than 2014's but the net profit was way lower (only half of it)... I would rather opt for Gadang or HSL which have much better profit margins (much better in controlling/managing their cost). After all, order book at 750millions is not attractive enough due to the following reasons:
1) how much of the 750 millions order book are still outstanding and un-billed?
2) even if all 750 millions are not yet to be recognized, this revenue will be spread over 3-4 years so it is about 200-300millions of revenue per year (more or less same revenue as what Crest Builder has over the last 2 years).. and cost control is their main problem + high debt (with high uncertainties)... just my 2 cents...

Sorry but no offense. My remarks are totally in the opposite way due to:
1) extremely high debts. too much uncertainty and risk to assume that most of the debts are backed by govrnment payment and is self liquidating.
2) from 2011-2015, revenue and net profit has been going south. Even though 2015 revenue is higher than 2014, net profit is still going down. Reason: company is not good at controlling their cost and too much impairment loss especially at Q4 of each year...

Guys, if someone bought this share in 2014 at around RM1.50... and has been "locked" for more than 2 years... you probably can understand now why this post is out in 2016... haha...

speechless...

you guys see how quickly CUTLOST change his tone.. a few days ago still shouting that it will go down to 60-70 sen... today shouting that it will go up to 0.985...

hotrod, it depends on what kind of order that is.. if pure MDF boards, margin is not as high as 10-20%.. if it is RTA furniture or other value added MDFs, then maybe margin is higher...

haha... i don't normally trust rumors unless it is from a source that i can trust... anyway, does anyone here still think it can go as low as 60-70sen? I don't think so... and I actually hope it will stay much longer at around 0.90 so that i can accumulate more at lower price.. too bad it rises back too fast today...

Yeah, everise... of course everything cannot be 100% sure, but i am 99.99% confident that it can never touch as low as 60 sen per what Photon said... after all, the fundamentals are still strong and intact and it does not make any sense for it to trade as low as 60sen...

everise, CUTLOST is indeed ridiculous, based on what he posted all this while... another joker, his best mate, is photon...

i am glad that many are wary and frightened at this moment... that signals a good timing for those who are greedy to accumulate...

yeah... agreed...

PANSAR's volume is building up and the share price is also on uptrend move... i hope this situation continues as PANSAR indeed deserves a much higher price than what it is currently... let's wait for the next few quarter results to see if my assumption is correct...

finally HSL is moving... i hope this is not short-lived though... haha...

everise, well said... let's hope we can triumph in this war! It could be mid to long term i guess...

latlut, thanks! :D

and he acted like he is a master in investment... ouch.. that makes me sick and vomit everytime...

his parents never taught him to respect ppl and he acted like a cocky idiot without any reasonable points... yes, you can be cocky if you can convince ppl with facts... unfortunately he talked nonsense all time with no influence to convince anyone...

rocky, you deem others who invest in HSL as water fish and that shows how low class you are... HSL investors here, rocky is saying all of you are waterfish.... what say you?

whereas, others did provide reasons why they are holding a particular share for investment... so you can see the difference in class between this rocky and other investors...

guys, you all can see how ridiculous this rocky is... when others said they buy a share for long term investment, he laughed at ppl and talked bad of that share WITHOUT giving a single reason why it is not worth holding that share long term. But when he mentioned himself that another share is worth holding long term, did anyone yell at him and laugh at him? Nope... unless we can give reasons why his "long term investment" is not worth... we are matured investors, unlike this rocky... i feel sad for him, especially for his parents...

hi comebackisrael, thanks for your comment. You are a very neutral person, I appreciate that. I do agree that some hands are manipulating the price recently. But since I don't know what is the bottom price it can go, I will keep accumulating in batches as long as I still have available funds. I agree it is not wise to go all in at one round/batch... after all, when the intrinsic value is unveiled and notice by more investors, the price will likely to move up so my average price is still low. At current price, it is no doubt the share is much undervalued. just my 2 cents....

photon, stop talking like a loser. I have been saying that fundamentals remain strong and intact for Evergreen and even until today, my stance is still the same. So please mind your words... Evergreen's business is still on the right track and the company is poised to generate more profits in 2017... are these not strong fundamentals to look at? From what you replied in previous posts, I can deduce that you are a pure speculator and perhaps you are having some paper loss now (or already cut loss) and started to blame others.. grow up, please... investment is not for short-term.

BN_menang, yes, "everywhere he goes"... exactly... why? he never gave any constructive points, just talk nonsense all the time.. we are ok to accept weaknesses of any companies but pls la, give facts.. not just talk cock... right?

darkmagician, qtr result should be out end of this month.

photon, MDF selling price is softer now, but since USD is stronger compared to Q1, net forex gain is expected (Q1 saw net forex loss).. so this can set off the lower selling price of MDF... I dun think it can ever hit as low as 60 sen... if you wanna wait, yes, please wait...

rocky, just get lost and no one welcomes you here.. got it?

guys, you all can evaluate yourselves how childish this rockycleft is... he basically gives zero fact/info but keep instilling negative elements in HSL and Pansar... i feel sad for him, especially for his parents who gave birth to him...

if you do not want to spend time to do ur own homework and keep barking like mad dog here, pls get lost...

there is no mystery as Pansar is not only a hardware supplier, they supply many more raw materials for construction too... please la, i have mentioned it earlier... come on la, u just go read the annual report/quarterly report you will know what kind of materials Pansar is supplying... stop talking nonsense...

that is just an indication / example. You can definitely google more websites... but in general as an indication, you can see that the price has been very stable over the last 2 years and many have expected that the price will remain more or less the same in the next 2 years too... so the raw material cost has been advantage for Evergrn and once 2017 expansion is in place, higher EPS is expected...

furthermore, you can read Evergreen's 2014 & 2015 annual reports. in the reports, it was mentioned clearly that rubber wood price (their major raw material) has been low... and another major raw material (resin glue) price has been very low too due to soft crude oil price...

Chernhung, there are many websites that you can check the rubber wood price... one example:
http://www.indiannaturalrubber.com/rubwoodprice.aspx
you can see that the the price has been quite low at around 5200-5500/MT since last year until now.. and it is expected that low rubberwood price is to maintain at least for the next 2 years...

photon, MDF's raw material is rubber wood/log... rubber wood/log price has been low and actually this is good for Evergreen as the raw material cost will be low.