Yusof45 is better than cold eye and CIMB research department and those auditors and accountants who did audited on the heave financial account ...hahahaha ...
i will get someone to audit the hevea annual report soon ...dont worry mr.yusof 45..
Main objective is to maximize ROIC from this fundamentally strong company. Not many people have the guts and patience to set oneself apart from the masses. When u do it right, it gives u spectacular returns regardless of holding duration.
Not all companies are worth to hold onto but Hevea is definitely one of them because it has very strong MOAT...just study its 2 brands namely Heveapac and KreaKids...u will know why I invested heavily into it besides the high dividend yields that pays out each quarter & its strong financials.
Please do note that there are 3 RSS for 3 consecutive days already:
Some entities are attempting to shorting Hevea's shares. In today's case, the shortseller might lose money already unless they have other intentions for doing so.
Any idea why someone wants to short sell this counter? This company has strong cash flow, distribute dividend almost every quarter and growing. Short sell this counter is not a good move.
For who will go to AGM, pls help me ask for the mushroom segment. Haha, I have much of expect on it as mushroom grow fast and easily than other many of vegetables. The value also high too.
Some idiot said change to protasco but still lingers here. A person who doesn't stand firm on one's principle & believes....no wonder nicholas doesn't make money because jump like a frog. Sore loser!
Hevea is a good wood export bizness but makes wrong move to spend 10M on a mushroom project just because some guy thought they got a lot of rotting sawdust that they can make use of. Leave mushroom growing to the small farmers... they know best and stick to what you know best..i.e. boring wood. If you follow what MYEG does (buying Eat Food & Drink KL) & Supermax spending 65M on contact lens project... sure investors will know you do not know what you are doing...
The principal activity of HEVEAGRO is the cultivation of gourmet fungi, packing, distribution and trading of all kind of edible fungi and agro products
Max2838, just witness how Hevea will outperform and u will be silenced out. At the meantime, we're receiving 5.5-7% dividend yields. No stocks don't talk cocks.
If you have studied business before, you'll know that diversification is the most risky section of the Ansoff Matrix.
So in one sense, you are right, but in another sense, you are wrong too. You forgot Hevea partially runs a commodity business - 40% particle board, and it partially runs 60% cyclical business - furniture which relies on properties industry.
So if Hevea can pull it off this one, it allows Hevea to less reliant on the commodity and properties industry, giving them more options and guarding them from industry cycles.
Only brainless people will criticize Hevea's diversification into gourmet fungi business. I believe Hevea will establish a strong brand for its gourmet fungi business when it's executed. This is a fresh and new key growth area which is mainly a consumers driven market. Tapping into this segment of health conscious and growing incomes of consumers in M'sia or possibly overseas markets for premium gourmet fungi is feasible and with high potentials.
Hevea is inherently cyclical. You can't hold it forever. A time to sell will come. Don't get overly attached to the company. And at some point in the future you will buy it again. To me Malaysia's most havoc cyclical stock is Press Metals. Make sure you buy it when it hits 0.8X BV in the next 3-5 years!
Diversification is to enable a company to mitigate business risks of relying too much on existing core businesses. Besides that, diversification is also a key enabler to sustainable earnings.
Headline GDP growth at 5.6% YoY, beating all analyst expectations. Hang in there boys, the party's just got started! Bursa was in terminal decline for 3 years but we're now in the beginning of a bullish cycle. Should/could last us another 2-3 years. Buy undervalued stocks, hold them, don't get too attached, sell them...rinse and repeat. Have long holding periods. Good luck!
Hevea's strategy plan is filled with many highly potential catalysts hence it's suitable to be a long term invest-able company. For an investor who wants to stay invested for the long term, the best time to accumulate is always when the share price is lower. That said, the dividends payout is undeniably highly yielded above 5% which makes more sense for long term investors.
Undervalued doesn't mean the stock will outperform or even perform. That's why many people over focused on barely the financial number metrics. I prefer the business side of things than accounting or financials alone. Business direction is more important and its financials will improve as an effect of well executions.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Andrewhlc
299 posts
Posted by Andrewhlc > 2017-05-18 21:47 | Report Abuse
Yusof45 is better than cold eye and CIMB research department and those auditors and accountants who did audited on the heave financial account ...hahahaha ...
i will get someone to audit the hevea annual report soon ...dont worry mr.yusof 45..