Posted by 129055444514385 > 2019-01-24 21:30 | Report Abuse

:)

Latest Financial Results



Revenue (RM)1,003,521,807
Cost of sales (RM)(807,107,617)
Gross profit (RM)196,414,190
EPS (sen) 5.70  

* The information is retrieved from Annual Report for Financial Year Ended 31 July 2018.

Posted by 129055444514385 > 2019-01-24 21:36 | Report Abuse

Pohkong, better sell to HK Luk Fook at Price to Book Ratio 1.00 :)

Pohkong - Key Statistics
P/E Ratio 9.69
Shares Outstanding 410.35M
Price to Book Ratio 0.3897
Price to Sales Ratio 0.1971
1 Year Return -18.68%
30 Day Avg Volume 52,330
EPS 0.05
Dividend 2.02%
Last Dividend Reported 0.01
Earnings Announcement for Period Ending Q1/2019:03/12/2019


Hongkong Luk Fook - Key Statistics
P/E Ratio 8.68
Shares Outstanding 587.11M
Price to Book Ratio 1.3255
Price to Sales Ratio 0.8123
1 Year Return -15.42%
30 Day Avg Volume 1,092,033
EPS 2.58
Dividend 4.92%
Last Dividend Reported 0.55
Earnings Announcement for Period Ending Q2/2019:06/27/2019

(Source: Bloomberg)

Posted by foreverchung > 2019-01-24 22:23 | Report Abuse

If PohKong really sell to HK, I'm gonna bleed gold.

Posted by 129055444514385 > 2019-01-25 09:21 | Report Abuse

Pohkong could consider to give cash/discount voucher to shareholders attending its AGM... to boost sales and make shareholders happy concurrently too :)

Posted by 129055444514385 > 2019-01-25 09:36 | Report Abuse

pohkong could also offer to take over tomei which loss-making now... grow by acquisition is faster :)

Posted by 129055444514385 > 2019-01-25 09:45 | Report Abuse

Tomei has reported a loss in the recent quarter.... Pohkong is much stronger could consider to acquire loss-making tomei for growth by acquisition.



Pohkong - Key Statistics
P/E Ratio 9.69
Shares Outstanding 410.35M
Price to Book Ratio 0.3897
Price to Sales Ratio 0.1971
1 Year Return -18.68%
30 Day Avg Volume 52,330
EPS 0.05
Dividend 2.02%
Last Dividend Reported 0.01
Earnings Announcement for Period Ending Q1/2019:03/12/2019



Tomei - Key Statistics
P/E Ratio 15.58
Shares Outstanding 138.6M
Price to Book Ratio 0.3701
Price to Sales Ratio 0.1276
1 Year Return-21.34%
30 Day Avg Volume 18,976
EPS 0.03
Dividend 1.89%
Last Dividend Reported 0.01
Earnings Announcement for Period Ending Q3/2018:02/12/2019

Posted by 129055444514385 > 2019-01-26 15:22 | Report Abuse

The only negative factor , low liquidity, low volume is traded daily

Posted by Good123 > 2019-01-27 14:29 | Report Abuse

dividend is also ordinary..... not attractive

Posted by tgdrthdrthr > 2019-01-30 21:48 | Report Abuse

just bounce from support, good buy?

Posted by Sebastian Sted Power > 2019-01-31 09:23 | Report Abuse

just a matter of time from Poh Kong turn to King Kong

Posted by foreverchung > 2019-01-31 10:00 | Report Abuse

another leap today?

Posted by Sebastian Sted Power > 2019-02-20 16:45 | Report Abuse

good show

Posted by Choongling > 2019-02-20 17:05 | Report Abuse

Any news????

Posted by foreverchung > 2019-02-20 18:41 | Report Abuse

I had a look at their payment transactions, quite encouraging compared to last q.

Posted by Sebastian Sted Power > 2019-02-20 22:16 | Report Abuse

Your are pohkong outlet manager? How can you check payment transaction? Hahaha

Posted by Koh Sien Fook > 2019-02-21 09:53 | Report Abuse

tomei QoQ销售额下降,利润增加了,受惠9月金价上升至今。pohkong开多了分店销售额应该会增加,也受惠9月金价开始上升,Q2应该会比去年好。

Posted by foreverchung > 2019-02-21 14:47 | Report Abuse

@sebastian, there is alot of ways to see, I will not reveal for my safety, but I can tell you there's increase, that's all. I can see a few company's transaction stuff, but at the moment 5080 stands out to me.

Posted by Sebastian Sted Power > 2019-02-22 05:27 | Report Abuse

@foreverchung, steady bro!

Posted by foreverchung > 2019-02-22 09:12 | Report Abuse

@sebastian no worries, but additional info, dont know relevant or not, 0099's transactions not looking good, their shareholders not gonna be too happy unless their other channels are performing much better than the channel that i can see.

Posted by Koh Sien Fook > 2019-03-01 11:18 | Report Abuse

美国和朝鲜又来乱了, 美金又开始跌。末几个月金价会升到USD1400吗?

Posted by foreverchung > 2019-03-01 12:07 | Report Abuse

If US vs North Korea, then India vs Pakistan, then maybe will reach 1400USD.

Posted by tgdrthdrthr > 2019-03-05 21:09 | Report Abuse

good buy now ?

Posted by foreverchung > 2019-03-06 16:43 | Report Abuse

If you can hold for a very long time.

Posted by Fofkcirl > 2019-03-07 18:22 | Report Abuse

How long ? I need some advise about this stock

Posted by Koh Sien Fook > 2019-03-08 10:25 | Report Abuse

因为这几天金价跌,个个都怕,很多人卖。但不用怕, 11月至1月金价是上升,QR是好的。人弃我取的好时机。末来金价,我也想信会上,5G和朝鲜最高人民选举,选出的人会对美国如何。

Posted by foreverchung > 2019-03-10 23:54 | Report Abuse

Fofkcirl How long ? I need some advise about this stock

This is somewhat a proxy investment in gold. It's more to a counter affected by consumer sentiment + gold price + USD/MYR rates.

How long, it depends on what do you want to achieve. If you want a constant dividend counter / growth counter then this is not the counter for you. If you want to hedge some of your money here for a 3-5 years period where there is some growth (5-10%), then its what you may want to get. But again, you might as well consider FD that promises at least 4.4% if you do your homework.

The market is pending for a major crash / recession anytime now onwards. Some say it will come very soon, some say it will never come yet. But from what I can see, its rather anytime unexpected now.

I have held on this counter since last few days of 2016. And I will keep on top up bit by bit because this is another basket for me. For me, when to sell? When market crashes and the recovery begins, the first 2 quarters would be a good time. So far roughly 15% is a solid earn for me.

Posted by Fofkcirl > 2019-03-12 13:39 | Report Abuse

@foreverchung I think this is undervalue stock

Posted by foreverchung > 2019-03-12 17:08 | Report Abuse

Depends on how long you plan to hold.

Posted by Fofkcirl > 2019-03-13 07:57 | Report Abuse

Thanks for the advise @foreverchung

Posted by foreverchung > 2019-03-14 19:45 | Report Abuse

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5080

QoQ - 113.43% up
YoY - 40.40% up

Debt parred down a little, expansion provisions provided. From transactions wise, still seeing increment in sales.

Congrats for shareholders at the moment as this is considered quite good result given gold + MYR/USD is not as high as it used to.

Feedback from branch managers, more people asking for gold bar / notes compared to last time. Looks like some folks prepping for ww3 or market crash.

Posted by RainT > 2019-03-14 20:53 | Report Abuse

The inventories over 500 million is all gold ??

wow

Posted by ameen82 > 2019-03-15 01:52 | Report Abuse

Pohkong analysis on 14/3/2019:
MA20 > MA200
MA50 > MA200
Stochastic Oversold
Break Trendline
Quarter report released on 14th March +113%
Curent Price 0.48
Target Price1: 0.57
Target Price2: 0.77

what is your opinion?

Posted by foreverchung > 2019-03-15 09:32 | Report Abuse

Depends on buying interest. If Yeoman sapu, then its about time for them to emerge as substantial shareholder. If that's the case, then Pohkong sure will be around 0.7 range. Even if you take NTA at 40% discount and compare P/E, the stock still worth more than its current price.

If no, then probably 0.6 ish is achievable.

These few years, if their transaction keeps on increasing as what I can see, then they will emerge as an interesting safe haven proxy stock.

Posted by Koh Sien Fook > 2019-03-15 10:55 | Report Abuse

美股不知可持多久,危险。等美股跌到够力时,金价就会冲破1400美元了。5G问题还没解呢! 其他问题又来了。脸书遭刑事调查,苹果涉垄断,spotitf状告,波音737订单570亿美元受影响。

Posted by Koh Sien Fook > 2019-03-15 11:09 | Report Abuse

https://www.sinchew.com.my/content/2019-03/14/content_2022291.html

Posted by princehero > 2019-03-20 17:01 | Report Abuse

Drop... no power

Posted by Alex Chan > 2019-03-23 11:24 | Report Abuse

Poh kong annual report, list of group property many asset.

Posted by 7300 > 2019-04-06 21:20 | Report Abuse

gold is rising,....any sifu,better buy poh kong or tomei....,.brand pk is more shops n popular but lower nta,...hope give better div and rise above rm1!

Posted by 7300 > 2019-04-07 09:55 | Report Abuse

sacrifice Saturday night fever,read tomei got higher nta but pohkong business n stock with good shoot upm faster high above TP rm1.80:)

Posted by foreverchung > 2019-04-08 17:17 | Report Abuse

Tomei dead stock, go study Tomei's day trade you'll see.

1. One person buy 1 lot to push share price back up whenever got big volume sell down.
2. No volume 90 days out of 100.
3. Smaller cap than Pohkong.

You tell me.

Posted by Mohd Zukarnan Mat Zin > 2019-04-13 07:33 | Report Abuse

Price will up soon..Before hari raya
Regret whoever just wait and see

Posted by Fofkcirl > 2019-04-15 15:26 | Report Abuse

But why the price move so slow ?

Posted by Koh Sien Fook > 2019-05-14 09:47 | Report Abuse

贸易战又重来, 美国佬无战打,无事做,又来炒上炒跌, 过后又是不是要重解OPEC吗? 这次吵不会这样快就和协了吧! 全世界股市跌, 都是时间收金了。

Posted by Koh Sien Fook > 2019-06-04 14:58 | Report Abuse

gold price 1326

Posted by ZhugeNemo > 2019-06-04 18:28 | Report Abuse

Will gold Rally wake up this sleeping Beauty

Posted by zhangliang > 2019-06-09 21:58 | Report Abuse

Gold price breach new high. No brainer, coming QR sure strong. DY gud alsooo. TP 60 sens easy

Posted by ZhugeNemo > 2019-06-10 00:11 | Report Abuse

Sign of Bottoming Out

Posted by zhangliang > 2019-06-12 16:05 | Report Abuse

bahvest unproven no track record cn move, y not Poh Kong, boring retail Gold company with lots of reserve and improving QR

Posted by foreverchung > 2019-06-13 08:35 | Report Abuse

Bahvest mines gold, more direct than pohkong

Posted by Sebastian Sted Power > 2019-06-13 16:38 | Report Abuse

this old engine difficult to kick start