bro beza u r correct.. the last 2q hevea score negative or zero fcf moving forward the the 10percent of additional cap on new line can generate good profit margin then the ball game will be different..my 2 cts
can someone explain to me how come the yoy increase and also dividend is given out and yet the price drop? maybe qoq drop but i thought yoy is more significant?
Andrewhlc, read my long statements earlier this morning and u will know why buying at this price level is not chasing high. The "New Income Streams" from Gourmet Mushroom venture is going to add a lot to earnings in 1H 2018. Get on to the grounds and talk to distributors, suppliers, retailers, etc and u will know why the demand is high for King Oyster Mushrooms (KOM) :)
flytothemoon, those who sold based on Q2 below their expectations are going to regret. What was once their shares now belong to new buyers and collectors :)
Yeah I think for a long term, fund managers can stomach it. Will probably end the day solidly at RM1.72 and above. Then we go range-bound from RM1.70-RM1.80 for the next quarter (assuming the MYRUSD rate is at 4.25-4.32. Anything above/.below that range will trigger FX-based buying/selling.
Many wood-based companies not doing well and Hevea is one of the very few that can sustain its earnings well and improve y-o-y results. I'm happy to be a part of such a solid growth company :) Sleeps very well at night owning pieces of this company. At least I never sell for losses but gains and re-accumulate for the better investment objectives.
traderman who says insiders selling? And who says its bad results? Hevea is growing 15% annum on average, some more many people need their products. Have you spoken to their distributors ??
traderman, have u ever make money profits investing in stocks? Buying as much cheap as possible in a fundamentally strong growth stock coupled with high dividend payout is the "best" way to earn a lot of money. No wonder ur name is called traderman because u trade stocks only? lol that is like gambling only. Believe me, u don't want to gamble in the long term because u will lose more than u earn.
I'm only interested to buy as cheap as possible to increase my investment yields since Hevea has high dividend payout supported by its high cash holdings and earnings ability averagely over RM 20 millions per quarter.
I work with a manufacturing plant. 80% of time companies make less money due to increasing raw mat cost. Raw mat cost is the number one culprit in business. Not many can still post growth despite the challenging environment.
And then you have heveaboard...
If they keep growing in this adverse situation, there are three possibilities they have achieved:
1) demand product growing 2) cost cutting program is working 3) company can increase selling price
If you have done your homework, you would know which of this heveaboard has supreme control over
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Posted by flytothemoon > 2017-08-25 09:01 | Report Abuse
-0.07, lol