Posted by 10bagger10 > 2016-11-03 08:12 | Report Abuse

Case by case basis bro!

Posted by hornbill > 2016-11-03 08:13 | Report Abuse

Dont made unnecessary assumption.

Posted by cynachen > 2016-11-03 10:47 | Report Abuse

Is OK, the info I shared is just FYI, you make your own decision. I'm still holding HEXZA though, company is fundamentally strong, so let's see how our young CEO will steer this company towards greater growth then. :D

Posted by bugle > 2016-11-03 11:22 | Report Abuse

小弟的文章：HEXZA: 2016年最值得期待的十大价值股之一， http://klse.i3investor.com/blogs/Bugle/90320.jsp 阅读次数破万！
当时我写，重点是：当它的股价被低估时！

过后，公司有新的进展。我得空无聊，再写一篇：HEXZA: A Sure Profitable Company in 2017 and the Years that Follow，http://klse.i3investor.com/blogs/Bugle/107246.jsp 重点是：2017年，它是一间包赚钱的公司！

现在：股息四分半，18号除权。19号股东大会。过去几年，股息除权后，股价完全没有表现，令价值型股东失望。您觉得今年会是怎样？

本来想写文章，分析及分享小弟的看法。想下想下，还是去了股东大会后才写。反正股息我是要定了，过后如果股价套利，打回原形，那就再等一年吧！

重点是：感觉今年会跟往年不一样。

Posted by theayongjia > 2016-11-03 11:39 | Report Abuse

CEO换不换都没关系吧，最重要公司赚钱第一~
UP~UP~UP

Posted by Super_SKL > 2016-11-03 11:50 | Report Abuse

"CEO换不换都没关系吧，最重要公司赚钱第一~"

最重要公司赚钱第一, that's the point! I Read Bugle's articles, agreed his view points. Seemed that he knew HEXZA better than the average.

"重点是：感觉今年会跟往年不一样。" Really hope that!

Posted by Super_SKL > 2016-11-03 15:36 | Report Abuse

watching now, thinking to wait till contra kaki cut loss 1st. then to buy some more, if price goes up. if go down, buy even more. Why? hahaha, that's the way I think: logic!

Posted by hornbill > 2016-11-03 20:04 | Report Abuse

Strong support 97 today looking good tomorrow to break 98

Posted by jonatlau79 > 2016-11-05 13:25 | Report Abuse

Very bullish weekly chart. Now 8 weeks above SMA-9. Hopefully Clinton will win for president election. Then RM1.05 Will be no problem. Otherwise, hold for dividend.

Posted by Michael Jong > 2016-11-06 15:52 | Report Abuse

hope share price can goes up until RM 1.30 - RM 1.60....hehe

Posted by hornbill > 2016-11-10 17:12 | Report Abuse

Chart back to uptrend mode.

Posted by ugorrkim > 2016-11-10 19:40 | Report Abuse

4.30

Posted by ugorrkim > 2016-11-11 00:08 | Report Abuse

4.36

Posted by ugorrkim > 2016-11-11 10:26 | Report Abuse

453 oledi y usd up hexza no up 1...something wrong??

Posted by ugorrkim > 2016-11-11 10:48 | Report Abuse

Arank is more stable..

Posted by hornbill > 2016-11-11 13:35 | Report Abuse

Hexza will benefit ringgit weakening on this deal.


http://klse.i3investor.com/blogs/bonescythe/106239.jsp

Posted by hornbill > 2016-11-11 16:22 | Report Abuse

The monthly rental USD130,205 x 4.45 = RM585.93 and RM7.03mil per year

Posted by ugorrkim > 2016-11-11 23:19 | Report Abuse

Halo upstairs one,,,one day hit 445 u calculate for 1 year ar??which brand cslculator u using???lol

Posted by bugle > 2016-11-12 00:53 | Report Abuse

如果你发现你所持的股票具备强稳的基本面支撑，例如盈利稳定，股价合理（以本益比为准），前途展望正面，就不必要惊慌抛售，没有人能预测股市明天会怎样，但只要你所持的股票，基本面强稳，前途亮丽，则无论股市怎样变，长期来说，你都不大可能蒙受亏损，如此一来，你的情绪就会稳定下来，不会因“意外”事件而蒙受不必要的亏损。

假如你平时做足功课，看中了一只好股，有意买进作为投资，只是股价估值过高，你买不下手，则如美国总统选举投票日上午那样，股市出现惊慌抛售的现象，你所相中的股票，股价大跌，反而为你提供了以较便宜的价格，购买该股的机会。

孙子战市系列10: 美国总统选举日的股市启示
http://klse.i3investor.com/blogs/coldeyed_suntzu/108590.jsp

Posted by Super_SKL > 2016-11-15 12:28 | Report Abuse

ya, you're right! But I sensed that a lot of "tigers" here. In malay, it means "harimau-harimau" or the short form "hari-hari mau" hahaha! Just a joke. The point is: expect the financial result to be released on this Friday, a very good one! Just the appetite of the tiger here is not as big as expected. But don't worry, after this Friday, or from next Monday onward, the big harimau will come out and big mouth big mouth eat. Eat or be eaten?

Posted by bugle > 2016-11-15 12:57 | Report Abuse

haha, 你很搞笑咧! 常理：一般人看到老虎：RUN! 吃或被吃？ 哈哈! 我明白你的意思。如果这里有你所谓的“tiger”，相信很多人会很兴奋! Eat=买，be eaten=卖，RUN=？ 都是选择。你的呢？

Posted by VitaminM > 2016-11-15 22:11 | Report Abuse

Hopefully this Friday they announced a good set of results and push up to above RM1.00

Posted by charles_cty > 2016-11-18 18:49 | Report Abuse

Individual Period Cumulative Period
30/09/2016 30/09/2015 30/09/2016 30/09/2015
RM'000 RM'000 RM'000 RM'000
REVENUE
34,301 KLSE Quarter Report(-8%)
37,271
34,301 KLSE Quarter Report(-8%)
37,271
PROFIT/(LOSS) BEFORE INCOME TAX
15,468 KLSE Quarter Report(+70%)
9,090
15,468 KLSE Quarter Report(+70%)
9,090
NET PROFIT/(LOSS)
14,810 KLSE Quarter Report(+88%)
7,886
14,810 KLSE Quarter Report(+88%)
7,886
BASIC (BASED ON ORDINARY SHARES - SEN)
7.40 KLSE Quarter Report(+90%)
3.90
7.40 KLSE Quarter Report(+90%)
3.90
DIVIDEND PER SHARE (SEN)
0.00 KLSE Quarter Report
0.00
0.00 KLSE Quarter Report
0.00
NET ASSETS PER SHARE (RM)
1.180 KLSE Quarter Report(+5%)
1.120

Posted by hornbill > 2016-11-18 18:52 | Report Abuse

Solid Q1 result

Posted by Flintstones > 2016-11-18 18:57 | Report Abuse

Do you guys even read the quarterly announcement? Revenue down. Profit up because of recognition of asset disposal. Whoever annualized the latest quarterly EPS would be a bobo to do so because it is not repeatable.

Posted by hornbill > 2016-11-18 19:24 | Report Abuse

Read careful the disposal asset amount 6.6mil. Let take 15.4mil minus 6.6mil actual profit 8.8mil still better compare to previous quarter.

Posted by HupSengBiscuit > 2016-11-18 19:56 | Report Abuse

Yes, I agree v hornbill

Posted by 10bagger10 > 2016-11-18 20:03 | Report Abuse

Huat liao.

Posted by ugorrkim > 2016-11-18 20:03 | Report Abuse

Revenue decrease but profit increase... Y?? Depreciation of MYR???

Posted by ugorrkim > 2016-11-18 20:56 | Report Abuse

Dunno they will give another 10sen dividend anot??

Posted by ugorrkim > 2016-11-18 21:42 | Report Abuse

Then if next Monday,, he oni up next quarter then u ma angry tis counter lo

Posted by hornbill > 2016-11-18 22:52 | Report Abuse

NAT increase to 1.18 EPS 11.43c no doubt will fly. Important cash rich and zero debt.

Posted by necro > 2016-11-18 22:57 | Report Abuse

so you try make profit on people ignorance?... =)

perhaps today is your day but tommorow is still tommorow as said what goes around come around you know..,hehehehe

Posted by Jeffbkt > 2016-11-19 14:52 | Report Abuse

eliminate the one time PBT of 6.6M of asset sale and 1.62 forex gain, the company still report 3.46 EPS. The comprehensive income of net fair value changes in available-for-sale financial assets of 4Mis not recognized in this quarter yet. with total cash of 64 cents per share and TTM EPS (after removing all the one time gain and one time loss items) of 9.75 and with PE =8, the fair value should be 1.42. If I am the owner I will privatize this company and pay the NTA of 1.18/share.

Posted by hornbill > 2016-11-19 20:46 | Report Abuse

TP 1.05 near term.

Posted by 10bagger10 > 2016-11-20 13:00 | Report Abuse

Bugle sifu, plan to top up more this monday if good. Any good news on agm?

Posted by bugle > 2016-11-22 09:37 | Report Abuse

haha, 1st quarter result is really impressive! No other news is important than that. Simple question that might help in decision-making. Does the current price reflect it's value? What's your assessment on it, then you got the answer. Good luck!

Posted by VitaminM > 2016-11-22 20:42 | Report Abuse

Need to clear those small holder and surge above RM1.00

Posted by rookie95 > 2016-11-22 21:57 | Report Abuse

Do you think it will surge up to rm 1 again someday?

Posted by feiloh > 2016-11-24 14:31 | Report Abuse

Good earning yield...dividend is ok....ROIC not so attractive...

Posted by 10bagger10 > 2016-11-24 21:03 | Report Abuse

bugle sifu, any idea what kinda m&A in mind?

Posted by Super_SKL > 2016-11-25 15:20 | Report Abuse

Stock With Momentum: Hexza Corp
http://www.theedgemarkets.com/my/article/stock-momentum-hexza-corp-1

Highlights:
"This marks the fifth time this year the stock has triggered our momentum algorithm."

"In the first financial quarter ended Sept 30, 2016, net profit shot up 88% to RM14.8 million, from RM7.9 million a year ago, on higher contribution from its manufacturing segment in which it recorded a gain on the disposal of Norsechem Resins Sdn Bhd."

"Despite the challenging business environment, the group expects to remain profitable and said its operating results should be comparable to the financial year ended June 30, 2016."

"At the current share price, Hexza is trading at 0.79 times its book value with a 12-month trailing price-earnings ratio of 8.26 times. It has a 12-month trailing dividend yield of 9.52%."

This article first appeared in The Edge Financial Daily, on November 25, 2016.

Posted by bugle > 2016-11-25 15:45 | Report Abuse

"It has a 12-month trailing dividend yield of 9.52%."

What? So high! Shouldn't be. Actually it's about 5%. But anyway, it's still much better than the FD and the average in the stock market.

I expect the dividends for 2017 and the following 2 years to be paid twice a year: 3 cents +/- for interim and final, respectively. Of course, it depends! Read my article for the reason of my expectation: HEXZA: A Hint on the Change of Dividend Policy http://klse.i3investor.com/blogs/Bugle/107584.jsp

Hopefully there's an interim in the coming February quarter.

Basic concepts: Trailing vs. Forward Dividends
Trailing dividends equal the total dividends paid per common share of a firm during a specific preceding period. Trailing 12 month dividends are the sum of all dividends paid during the last year. Forward dividends are those that are expected to be paid out at a specific point in the future.

Posted by hornbill > 2016-11-29 06:04 | Report Abuse

Building momentum now.

Posted by Super_SKL > 2016-12-06 13:56 | Report Abuse

Bearish market sentiment. Any tiger here??? I'm a small one and waiting for the big one to play game together.

Posted by hornbill > 2017-01-06 18:06 | Report Abuse

Big tiger let made the stock move..

Posted by Super_SKL > 2017-01-09 11:18 | Report Abuse

Big tiger, strong, hari-harimau, kuat, ok lah. Small one, hari-harimau, tak tahan lah. Sometimes, tengok ia naik, seronok juga. hahaha!

Posted by Dolly_Chai > 2017-01-12 14:54 | Report Abuse

bugle and Super_SKL, thanks for all your sharing so far... i just have a few doubts:
1) Hexza will suffer from weak MYR, as most of its raw material costs are denominated in USD, while most of its revenue is denominated in MYR. A net importer will suffer from weak MYR.
2) Many are very optimistic of the buy and lease back of the 8MW power generation system with Tembusu.. however, please take out your calculator to count : how many % is this revenue compared to their overall revenue? I assume USD/MYR at 4.20 (for full year), it is USD130205x12x4.2=RM6.5623million annual Revenue.. 2016 annual revenue is RM142million... that is only 4.6% of the total revenue... anything to be so excited about?
3) related to item 2, i dun understand why some ppl just use this power generation system "revenue" divided by total share to count how many additional EPS.. remember, this is REVENUE, not net profit... no need operating cost? no depreciation, etc?
4) the company has been very conservative in the past 10-15 years with almost no growth.. yes, in the latest annual report, the chairman said they will be more aggressive with growth but we do not know yet how they are going to achieve that
5) last one - resin business is very competitive... many MDF, particleboard, plywood manufacturers are already making their own resin to save cost, and some of them even sell excessive resin to open market... according to report by The Edge, resin business comprises about 61% of their overall sales.. which is a lot.. and they recently sold of a loss-making resin subsidiary.. that can imply something - resin business is really not good... ok, ethanol business is good.. but it has been dragged down by resin (with higher revenue portion)...

just my few cents... i could be wrong though... i would love to see discussion on my points above...

Posted by Dolly_Chai > 2017-01-12 14:55 | Report Abuse

add one last item: i personally think that MYR will continue to be weak for the next 2 years (at least).. i do not see a chance to MYR to rebound much.. perhaps will linger around RM4.00 to RM4.20 at most...

Posted by Dolly_Chai > 2017-01-12 14:56 | Report Abuse

so this is gonna impact net importer like Hexza at a great deal, for quite a long time...