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2015-03-18 16:38 | Report Abuse
还有,YFG 不是ACEMARKET。
所以更好买。
ACE MARKET STOCKS 比较危险。
2015-03-18 16:12 | Report Abuse
说真的,BUY MOTHER BETTER, now still cheap to get in.
2015-03-18 08:46 | Report Abuse
HEVEA 's further informations.
MARGIN EXPANSION ARISING FROM:
1. depreciation cost should fall substantially FY2017, when Line 1 would be fully depreciated
2. Falling glue cost.
3. Potential electricity tariff cut.
4. higher margin product.
76%EPS GROWTH IN FY2015 !
1.FY2014: estimate HEVEA realised RM/US$3.28 Dollar revenues.
2. End FY2015 forecast of RM/US$3.70 ( 可是现在已经发生了)
3. Avg rate of RM/US$ 3.60 ( FY2015-2016 )
FY2015 Forecast Reflect :
1. Gains fr the strong dollar.
2. 5% volume growth.
3. 5% trade discount.
As customers may request if Dollar remain strong
5% ( TO BE CONSERVATIVE ! )
By holding volume growth constant at 5%
FY2015 NET PROFIT to be trade discount & RM/US$
RM3.50 : RM41,688,000
RM3.60: RM53,367,000
RM3.70 : RM65,047,000
(ABOVE IS -5%)
RM3.50 : RM63,203,000
RM3.60: RM75,498,000
RM3.70: RM87,79200
( ABOVE IS 0% ! )
HEVEA's trading at ONLY 4.0x FY2015 PE: 0.7x P/ BV .
( 目前 is most under the RADAR of MOST INSTITUTIONAL INVESTORS )
万一它们一旦入场,股价比你目前想像中还要更高!
2015-03-17 21:20 | Report Abuse
Tomorrow morning I will add additional infos further related future of HEVEA.
2015-03-17 13:52 | Report Abuse
2015-03-17 13:49 | Report Abuse
PARKSON 这支股这个价位值得入场。
(for medium-longer term )
它很容易就反弹。
2015-03-17 08:02 | Report Abuse
有时候会有Correction price.
看你什么时候入场。
今天早上可能会大跌,为什么?
因为KLSE 正处于跌势(报章有卖今天)
I still hold.
2015-03-15 17:56 | Report Abuse
最新消息!(5:30pm NTV7 NEWS)
美元再度走强,国际油价累计滑落9%!
根据IEA报道,因原油供应过剩。
任何Hevea's investors who want to sell only will attract more
Investors to buy in.
你卖,只会提供机会给他人买入稍微低价一点@Hevea.(买回就高了)
Cimb最后的Cover Report@ TP rm4.16 可能不能在再做标准了
TARGET PRICE unlimited !
2015-03-15 15:28 | Report Abuse
2015-03-14 15:08 | Report Abuse
可以去HEVEA's i3investor forum 看看...."走走"HEVEA 的info吧,bro sis。
2015-03-14 15:06 | Report Abuse
说真的,国际油价不会再像以前处于USD 90 - USD 100 了!
许多投资者从OIL AND GAS CAMPANY 出来了如SKPETRO,UMWOG, SUMATEC, etc
他们大部分都专注于出口公司。
2015-03-14 14:47 | Report Abuse
其实真的是在于 USD 1.00= RM3.50-RM3.60
更何况目前USD1.00= RM3.70 呢。
2015-03-14 11:55 | Report Abuse
我对HEVEA 的前景有信心。
相信大家都有读到Cimb cover report 里头的要点。
Kw8888,你可以帮我吗?
把在March 12 的HEVEA's infos repost in forum on next Monday morning?
(我outstation no internet to use )
Hevea 将在拜一吸引更多投资者进场,
(有些会来自VS Investors 因为VS已到达了受限升值空间了)
已经mark 住了HEVEA.
MY remisier already told me included his other customers related HEVEA.
2015-03-13 20:55 | Report Abuse
OK,谢谢。
我以为是ex date 的closing price x 10%.
Mean if investor bought 5 lots Texchem,
He wil get 5000 units x 10cent = rm500.
2015-03-13 18:28 | Report Abuse
Today price closed at rm1.64.
Ex date today wif 10% div pay.
So rm1.64 x 10% = rm0.164 for every lot of Texchem.
如果是真的,很不错的股+股息。
Correct me if im wrong.
2015-03-13 16:20 | Report Abuse
wow,Now I only know today Hevea price!
建议:可买入for next coming excellent 1stQR FY2015.
Before Price go to the next higher price.
能去到多高,我们不懂。
就好像今世今日的VS (从RM2.00 到rm4.00 ++ )
2015-03-13 11:45 | Report Abuse
目前公司股价已跌近山谷了,
FY2015 will turn to net profit。
CIMB @ full PDF report 里头有提到。
请download 后仔细阅读。
http://klse.i3investor.com/blogs/cimbresearchklse/71675.jsp
可以趁着最近上几个星期前的PRICE CORRECTION 买入。
股价从高峰RM0.40 -RM0.45 跌至RM0.20 左右
可趁着RM0.25 一下买入。
一过了RM0.25, NEXT TP RM0.295。
IF BREAK THROUGHT, TP WILL BE RM0.33.
2015-03-12 22:27 | Report Abuse
HEVEA 可说是最受惠USD 走强的股!
别忘了, All Cost Are In RM based.
2015-03-12 22:24 | Report Abuse
For FY2014 EPS 都已经30.65 cent 了。
EPS 40 cent -50 cent 指日可待。
(Excited 1st coming QR 2015 )
2015-03-12 22:20 | Report Abuse
还有,漏了一些。
If PE 10 ( FV ) with - EPS 54 cent, 股价应该介于RM5.40.
- EPS 64 cent 恐怕能达RM6.40.
如果用PE 13 ( FV)HEVEA -EPS 54 cent ,会升到RM7.03.
- EPS 64 cent, 就能达RM8.30.
以上预测,不是没可能发生在HEVEA 身上。
假设政府设定USD 1.00 = RM3.70 不动 (把它固定在一个兑换率),
这对HEVEA 可说是个一条铺好的道路。
美国经济再度走强,恐怕去到RM3.75 以上,
Msia 政府不设定USD1.00 = RM3.70也不可行。
2015-03-12 22:03 | Report Abuse
ALL ABOUT HEVEA.
1. Par Value: RM1.00 (还没有做任何企业活动如 Bonus Issue )
2. Maintain ADD with higher SOP based TP ( RM4.16@CIMB )
3. Potential Catalysts are the continued strenght of US DOLLAR & Margin Expansion
USD 1.00 = RM3.60 exchange rate.( 目前已经是RM3.70 了)
4. Japanese deemed continued to be driven.
5. FY2014 = Estimate RM3.28 = USD 1.00 REVENUE ONLY.
6. Strong Cash flow in FY2015!
7. Will turn Cash Positive by year end to raise dividend substantially more than
90% of revenue is based on USD while ALL COSTS are in RM-based.
Debt are pared down!
8. HEVEA to develop higher MARGIN special products & keep COST LOW.
9. STRONG demand from CHINA & JAPAN.
10. Very Undervalued at 4.0x FY2015 PE &
0.7x P/BV too !
11. Total of shares = 99.4 mil
12. Fully diluted ( FD ) share capital = 141.1 mil
13. Target PE = 10.5x
14. Value of Business ( RM/ share ) = 3.94
15. Outstanding warrant = 42.7 mil
16. Net Cash per share = 0.30
17. TP ( RM/ share ) = RM4.24.
2015-03-12 21:28 | Report Abuse
I set forYTLE March as lease rm0.77.
2015-03-12 18:19 | Report Abuse
4 weeks or 52 weeks price ranged as high rm2.87 only.
Rm2.87 即将升破!
2015-03-12 18:16 | Report Abuse
I already collected 10 lots of HEVEA.
I will also keep only HEVEA for next day and others day too,....
juz only HEVEA.
I wish I able to collect another 5 lots.
2015-03-12 15:25 | Report Abuse
Give SUNSURIA a time to run, patient.
Stock: [YFG]: YFG BHD
2015-03-18 16:55 | Report Abuse
YFG, 不像WINTONI。