Posted by zulmuiz > 2015-11-09 07:56 | Report Abuse

Agree with you sarahdeaton

Posted by skywalker72 > 2015-11-09 08:15 | Report Abuse

I don't think itrade CIMB stop updating top 30 shareholders..... i.e. Tambun, EPF has been buying on 28 Oct, 29th Oct, 2nd Nov and 3rd Nov and it has reflected in itrade CIMB (share held % from mid Oct 3.5% if i am not mistaken to present 5.05%). The data is consistent with below,

http://www.barrons.com/quote/stock/my/xkls/tambun?mod=DNH_S

so does Homeritz,

http://www.barrons.com/quote/stock/my/xkls/homeriz?mod=DNH_S

unless itrade CIMB only stop updating Homeritz and Barrons is sharing the same data source as itrade CIMB otherwise i don't see any new shareholders in Homeritz except Hong Leong

I agreed it is weird Homeritz top 30 shareholders reduce drastically and i wonder why too!

Compare Homeritz with other 3, Latitude, Lii Hen and Poh Huat,

Low-light

P/E, Homeritz are among the highest
EV/EBITDA, Homeritz is the second highest (However, some data are analyzed with most recent published annual reports)
Free Cash flow per share, Homeritz is the lowest as compared as per current month (however, compared with long term data, Homeritz wasn't that attractive as compared)

Highlight,
Highest ROE
Better profit margin

Just my 2 cent thought and your comments is most welcome!

Posted by sarahdeaton > 2015-11-09 08:26 | Report Abuse

i need a jedi to predict this counter.

Posted by nokenzo > 2015-11-09 08:45 | Report Abuse

Thanks skywalker72 for your expert comment.

Posted by Gabriel Khoo > 2015-11-09 10:14 | Report Abuse

Homeritz main competitor is sws. I think it may not reflect a good outcome if compared with other company even within same industry. Products being offered are different.

Posted by yellowman > 2015-11-09 11:45 | Report Abuse

need more buyers to push the price higher

Posted by damon > 2015-11-09 12:05 | Report Abuse

move to hevea better

Posted by Ivan89 > 2015-11-09 18:59 | Report Abuse

fantastic company. Just buy and hold. Good track record.

Posted by jfanalytic > 2015-11-09 19:27 | Report Abuse

Homeritz has better business model. Business is more geographically diversified n earning had been relatively stable compared to other furniture. It deserves higher PE ratio.

Posted by alex88812 > 2015-11-10 00:50 | Report Abuse

Hope Homeritz really can hit 1.32 or 1.42....

Posted by GGmalaysia > 2015-11-10 21:47 | Report Abuse

sorry alex is won't in 6 months time. if you take hevea then maybe can

Posted by crawler > 2015-11-11 00:28 | Report Abuse

Sorry GGmalaysia you are definitely wrong .. For sure you don't know this stock well

Posted by DreamCruiser > 2015-11-11 01:56 | Report Abuse

wely lumbab

Posted by sarahdeaton > 2015-11-11 08:17 | Report Abuse

plot twist: major big investor buying into homeritz. HUAT!!!!

Posted by ariff7996 > 2015-11-11 11:36 | Report Abuse

Aiyo.. Be patience lah..

Posted by skywalker72 > 2015-11-11 12:02 | Report Abuse

Hi Sarahdeaton, may i know where we can access the info on big investor buying into Homeritz? I can't find their footprint neither on itrade CIMB nor Barron's.

Posted by DreamCapturer > 2015-11-11 12:07 | Report Abuse

What TP?

Posted by weechin53 > 2015-11-11 15:04 | Report Abuse

Die flat flat!

Posted by yellowman > 2015-11-11 15:43 | Report Abuse

up like snail down like rocket. haha

Posted by toto > 2015-11-11 18:11 | Report Abuse

My neck has grown as long as giraffe's. Pengsan. My cost is RM 1.12. wait ah, wait ah .........................until when leh ?

Posted by Hotrod > 2015-11-11 18:26 | Report Abuse

Downtrend started. Will re-visit this counter when uptrend come back.

Posted by sarahdeaton > 2015-11-11 18:33 | Report Abuse

hehehe.......wait ah wait ah......wait until i pregnant? kekekeke

Posted by alex88812 > 2015-11-11 21:58 | Report Abuse

toto, you still okay with the cost of 1.12, mine is 1.18... haih... dont know wait til when only can recover..... =(

Posted by toto > 2015-11-11 23:51 | Report Abuse

alex88812, hope 2moro is a better day loh..........

Posted by mamatede > 2015-11-11 23:59 | Report Abuse

DJ does not look too good also, tomorrow klse might be affected as well..Hopefully China retail sales can give a boost to this counter..

Posted by Dylan1027 > 2015-11-12 09:26 | Report Abuse

Only seller but not buyer in this counter.. Big slam expected

Posted by sarahdeaton > 2015-11-12 09:50 | Report Abuse

i want to believe. do you?

Posted by yellowman > 2015-11-12 09:56 | Report Abuse

believe?

Posted by hans1987 > 2015-11-12 10:54 | Report Abuse

aiyoo..1.11..

Posted by Hotrod > 2015-11-12 11:11 | Report Abuse

Run lor ... come back when the upswing momentum is back.

Posted by kenz88 > 2015-11-12 11:58 | Report Abuse

stuck at 1.20,,, I buy becoz follow people say breakout already,,,shit,,good lesson for me,,, don't trust anyone,,,the best judge is yourself,,,,

Posted by skywalker72 > 2015-11-12 16:24 | Report Abuse

You are right, there are too many rumors flying here and there, some purely just want to share, some to exchange ideas, some with hidden agenda, the best is rely on ourselves and analyse

Posted by mamatede > 2015-11-12 20:44 | Report Abuse

Relax and trade on, fundamentals are there. Check the financial report they are making profit albeit lowered growth..the value are there...who know might suddenly some big guy decided to give this a boost ?? .. like Armada, Keihin, etc etc..

Posted by bulleyes > 2015-11-13 08:24 | Report Abuse

think wise..see who is still in this counter.

Posted by kenz88 > 2015-11-13 10:18 | Report Abuse

I'm still here,,,,god help me

Posted by wakakaka88 > 2015-11-13 10:30 | Report Abuse

I am putting my money here as FD...wakakakaka..can someone tell me if I am rationale? 12.5% dividend vs 4.2 FD rate?

Posted by Wong Chin Choy > 2015-11-13 13:23 | Report Abuse

i here too, but luckily in when 0.976

Posted by TomyamGong > 2015-11-13 13:40 | Report Abuse

1.11 just grab?

Posted by 芬记 > 2015-11-14 22:36 | Report Abuse

wakakaka88, the dividend is 2.5 cents, if divide by current share price or RM1.10, it is 2.27% only

Posted by GGmalaysia > 2015-11-14 23:18 | Report Abuse

芬记 - you must not take current dividend yield to calculate your ROI, you must also take in homeritz growth rate

Posted by sarahdeaton > 2015-11-15 08:27 | Report Abuse

time to top up. ehhehehe

Posted by kenz88 > 2015-11-16 09:09 | Report Abuse

whyyyyyyyy drop?????? I cant sustain the loss????

Posted by 芬记 > 2015-11-16 09:15 | Report Abuse

GGmalaysia, agree with you, for long term investment hv to consider the growth rate, but if just calculate the current situation then is different story, depends on what actually u r looking for, not all of us here are investor, some r trader

Posted by skylifttoptoptop > 2015-11-16 09:41 | Report Abuse

this sharebase size. it is normal to travel 5 cents up or down. even 10 cents up or down daily.

Posted by sarahdeaton > 2015-11-16 10:14 | Report Abuse

waiting to buy at 1.00 . pls drop.

Posted by kenz88 > 2015-11-16 11:19 | Report Abuse

sarah,, sorry ya support at 1.07

Posted by joni > 2015-11-16 16:40 | Report Abuse

maybe should take some at this price

Posted by jfanalytic > 2015-11-16 17:40 | Report Abuse

good chance to accumulate

Posted by weechin53 > 2015-11-16 17:52 | Report Abuse

This is a big fish eat small fish counter!

Posted by WanMei Chin > 2015-11-16 18:11 | Report Abuse

When to rebound?