Wind is high Storm is wild
experienced General standing on the Castle commanding troops, defending. weariness on face.
Expedition troops returning Foods
Population in Village grew, kind-hearted General open Silo, depleting.
vicious Enemies attacking everywhere, ceaseless.
somewhere smokes, wonderful Castle shaky

glad to hear from you necro, and the sharing
HUPSENG overall still strong, as what I see
memang penat gila i promoting counter ni, tak nak panjang lebar now on let individu decide

Just to share a simple analogy, there are various transportation out there. Some people take train, some take ship, some drive car, some motorbike, some ride bicycle, some walk etc
each with different speed, cost, for various distance need.

- jet is fast, not many can afford.
- can motorbike race with jet?
- Walking is slow? When we go from living room to toilet hey walking is fastest. (and cheapest)
- some even take risk to ride rocket! your choice.
- Driving car? Gosh petrol up, tolls multiply less people drive. Lower speed trap limit, traffic jam, heavy rain drivers have to slow down. People quit drive? people still drive. When petrol down more people driving again.
- want your car faster? Got to upgrade engine, also make it less consumption.
- Among cars, there are sport cars, household cars etc. If you own a sport car which runs 120km/h consistent performance under heavy rain, someone tag it $220k (lower than market) and claim “fair”, another tag it $278k (higher than market). Out there other sport car which run 450km/h selling at $1000k and a household car which run 0-10km/h breakdown regularly selling at $100k. Want to accept this 220k “fair” tag and price your car at that price? Tag is tag car owners know the price :)

which business?

I would see AmInvest TP RM1.10 based on PE17.8x is unfair and unreasonable
Unfair: there is no biscuit industry with such low PE, HUPSENG PE is already low among the peers
Unreasonable: the research is not comprehensive enough, lack of figures, peer comparisons…

HUPSENG with currently already low PE in this industry (anyone can compare with its peer companies), yet with high ROE (I would say the top) in the industry, long term high dividend yield are still factors we can’t resist.

Btw, TA's TP of RM1.39 is more favorable haha.

If survey, within 1km proximity of 7-11 stand a 99.
7-11 product price is of higher end while 99 is medium to low
99 is going to pose big threat to 7-11...

can't help thinking one main risk: Terrorist

CPO headache? Worry No More for the remaining year 2017 forecast:
http://www.theedgemarkets.com/article/ram-says-cpo-prices-are-unsustainable-moderate-sharply-2h17

Now … it’s supposed to be someone’s turn,
… … to say the powerful magic words:
“buy buy buy”
. . .
HA HA

… i have been waiting someone,
for sooo long …

HEY! YOU KNOW WHAT?!

http://www.theedgemarkets.com/article/palm-oil-may-stabilise-rm24962506-zone

see... another example, Q1 was tough. who can beat HUP SENG :)
http://nexttrade.blogspot.my/2017/06/lonbisc-puzzling-revenue-decline.html

Does anyone know
- is this overpriced or not? Co-prosperity bought over from Sino Haijing at RM1.10
- whether YongTai is financially strong enough to counter headwinds
- is Co-prosperity a good institute? it seems it is now the biggest shareholder

I would HOLD or BUY
reasons?
1. Q1 17 revenue is high. Compared to previous years, even the glorious 2015, this revenue beats them all except some of their Q4 revenue. Notice Q4 revenue is usually the highest every year.
2. Q1 17 net profit looks good since we know Q1 17 was a very harsh environment for HUP SENG. CPO itself was RM3k + during Jan/Feb 17. Good news CPO for Q2 is down to +/- RM2.5k~2.7k. Based on recent news, don't think it can ever exceed much more than RM2.8k.
3. Comparing competitors, 1st compare to the exactly same industry (sorry to say) HuXXai is not comparable… Next similar industry ApXXXo Q1 17 revenue and profit both declined compared Q1 16
4. Price wise, since the Q1 17 net profit is slightly higher than Q3 15 and both same EPS, last time after Q3 15 announcement (Nov 15 – Feb 16) share price was about 1.25~1.4 hmmmm…

the management is well done :)
will look forward Q2, 3, 4 results.

How come the profit margin never get higher than 5%
Year 2012 4.1%; 2013 4.3%; 2014 4.0%; 2015 0.2%; 2016 4.4%(after selling land...)

http://www.thestar.com.my/business/business-news/2017/04/15/palm-oil-falls-to-6-month-low-on-strengthening-ringgit/

CPO drop, time for hupseng bounce up
Kerk's family showwwtimee