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2014-05-28 10:56 | Report Abuse
Latest result showed a strong recovery in their PCB biz which saw a strong demand in multi-layered PCB (Rev +24%, PBT +45%). This was also a main concern of analyst & why share px been so depressed due to its PCB biz (deemed sunset industry).
Net cash of RM0.375/share + 13.7m shares held in treasury provides much room for company to maneuver (20% stake 100MW power plant in Cambodia from sister company & water concession in Myanmar as previously speculated).
Pent up demand for its multi-layered PCB (PCB biz contributes 30% of its net profit) & successful acquisition of a concession to provide recurring income will serve as a rerating catalyst for GUH. Expecting another leg up towards RM1.80.
2014-05-28 10:56 | Report Abuse
i believe how to arrived at 70sen is taking cash & cash equivalent/share issue. Net cash per share is calculated by take cash & cash equivalent - total liabilities / share issue. That is how i got 37.5sen/share. Do correct me if i missed out something.
2014-05-26 15:59 | Report Abuse
based on their recent quarterly report net cash per share is 37.6sen/share.. there's also 13.7m shares retained in treasury..
you be the judge
2014-04-29 08:14 | Report Abuse
their previous offerings were low/medium cost houses. time will tell if they manage to secure DO and launch in June or just hive off its land in BK.
2014-04-28 16:25 | Report Abuse
to icon's defense he did a great job spotting this gem but other factors were left out in his analysis..
its no secret that relationship between state govt and GOB not that great and rumor has it that their facing difficulty securing development order for their batu kawan devt.
Just my 2 cents
2014-03-21 11:28 | Report Abuse
It will be included in FTSE all world index.. you will see strong strong vols today
2014-03-19 15:45 | Report Abuse
not to mention the constant share buybacks!! smells like something brewing
2014-03-19 15:41 | Report Abuse
this name is not getting enough earnings with its great underlying!!! explosive earnings growth, low single digit PE & very low gearing
2014-03-13 11:55 | Report Abuse
theoritically premium should decay over time in a fully functional mkt which bursa is clearly not! anyway dont let the party stop this is gonna be a fruitful qtr for MKH! IDR&MYR appreciating against USD coupled with strong CPO px with increased production
2014-03-13 11:42 | Report Abuse
i'm merely pointing out the diff between mother vs warrant
mother up not necessary warrant up (always look at premium/dicount & maturity)
2014-03-13 10:36 | Report Abuse
makes me wonder who are these people investing in stk mkt! if warrant at RM2.30 makes it trading @5.3% premium
of course you'll be able to leverage on your capital if you buy the warrant
but ask yourself whether the premium is justified?
2014-03-13 09:37 | Report Abuse
i think it warrant ran too fast (premium between mother and warrants unjustified)
2014-03-12 10:41 | Report Abuse
not to mention the appreciating IDR against USD will bring down their unrealised FX loss. Instant paper gains during next Q results which would boost sentiment
2014-03-12 10:34 | Report Abuse
share px speaks for itself! those who have taken profit this morning must kicking themselves in the head right now
2014-03-12 08:44 | Report Abuse
buy on rumor sell on news only applies for lousy punting stock!
you're safe with MKH with strong fundamentals
2014-03-11 10:58 | Report Abuse
Likely to be re-rated soon as IDR strengthening against USD which will bring down its unrealised FX loss, higher FFB production & rising CPO price
2014-03-06 12:13 | Report Abuse
They did pay 10c div end of last year before it shot up from 2.6
i heard the same thing that they gonna announce bonus issue soon
2014-03-05 10:50 | Report Abuse
sign of life this week! was featured in last week's focus malaysia
Stock: [WEIDA]: WEIDA (M) BHD
2014-05-29 10:19 | Report Abuse
a great qtr for Weida, FY eps at 17.8sen, PE works out to be 9x
Will do better following as they recognize profits for their maiden project, Urbana residence Ara Damansara which is >90% taken up. Upcoming project in Mont' Kiara should see strong take up rate.