FOCUS LUMBER BERHAD

KLSE (MYR): FLBHD (5197)

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Last Price

0.385

Today's Change

-0.385 (100.00%)

Day's Change

0.00 - 0.00

Trading Volume

78,600


17 people like this.

10,236 comment(s). Last comment by curiousq 2 days ago

damagpie

281 posts

Posted by damagpie > 2015-09-28 14:28 | Report Abuse

what is otb tp?

samyew1234

1,362 posts

Posted by samyew1234 > 2015-09-28 15:48 | Report Abuse

RM2.88

walau2u

271 posts

Posted by walau2u > 2015-09-28 22:36 | Report Abuse

Director keeps selling, be careful...............

Posted by Adrian Tan > 2015-09-29 08:47 | Report Abuse

Would unmind to share me the link of mr otb promoting this stock?

Ooi Teik Bee

11,532 posts

Posted by Ooi Teik Bee > 2015-09-29 08:54 |

Post removed.Why?

Posted by Adrian Tan > 2015-09-29 09:02 | Report Abuse

owhh.. okay.. i tot it's a public link.
i had already email you.

samyew1234

1,362 posts

Posted by samyew1234 > 2015-09-30 14:59 | Report Abuse

Sorry Mr. OTB, I will not do it again

zzas

151 posts

Posted by zzas > 2015-10-01 11:44 | Report Abuse

dont sell this counter no more!..if u think its already up alot..wait until next q result, it will up even higher. rm2.50 easily.

Posted by speedlikecy > 2015-10-01 12:19 | Report Abuse

november will release qr, maybe new high and new tp.

Jason520

55 posts

Posted by Jason520 > 2015-10-01 22:13 | Report Abuse

Yeah TP RM2.50

Superb99

6,603 posts

Posted by Superb99 > 2015-10-02 01:41 | Report Abuse

Is it overbought now, high selling volume....no doubt gd counter

Posted by skylifttoptoptop > 2015-10-02 10:15 | Report Abuse

yeah yeah ! very good counter

Posted by Lamborghini > 2015-10-02 10:25 | Report Abuse

New infoemation : Flbhd will given dividend of

Posted by Lamborghini > 2015-10-02 11:44 | Report Abuse

Is given 0.05 sen dividend

aunloke

974 posts

Posted by aunloke > 2015-10-02 11:48 | Report Abuse

Hopefully will be more than 5 cents for this coming Dec..

HuatRex

2,617 posts

Posted by HuatRex > 2015-10-02 12:33 | Report Abuse

Please sell more, I want to collect

Posted by Lamborghini > 2015-10-02 12:56 | Report Abuse

Yes... soon ald, will pay off the dividend

Posted by Lamborghini > 2015-10-02 12:59 | Report Abuse

Huatrex see you again. You not follow richkid tip meh ? Whyvcome here? haaha

Probability

14,496 posts

Posted by Probability > 2015-10-02 13:25 | Report Abuse

from Lumber to Lamboo-gini....I think its possible ;)

the below is for Lumber Liquidators (LL) who bought their raw mat from China earlier and had some US quality compliance issues.

http://www.bloomberg.com/research/stocks/financials/financials.asp?ticker=LL&dataset=incomeStatement&period=Q&currency=native


Good to note its COGS rise on latest quarters.
Note: these COGS will be the SR of company supplying raw mat to LL

my feeling is FL may be able to take some market share there either through LL or other customers in US due to loss of China suppliers Integrity.

aunloke

974 posts

Posted by aunloke > 2015-10-02 13:28 | Report Abuse

For the past few years it gave div. about 8 cents as the first and final div. at the end of Dec. But this year it gave the first interim of 5 cents, so I expect a final dividend of 5 cents or more this Dec. since the earning will be better.

HuatRex

2,617 posts

Posted by HuatRex > 2015-10-02 13:59 | Report Abuse

Depends on u r a blind follower or u did ur homework. Ask urself hv u followed anyone tips before. Thanks.

LanSeeBoy

69 posts

Posted by LanSeeBoy > 2015-10-02 14:00 | Report Abuse

This is juz too small to attract any trading interests lah.

Posted by Lamborghini > 2015-10-02 14:37 | Report Abuse

Yes, mostly. Will pay off the dividend in this year. Keep this stock guys, don't forget our target is 3.00 ... ahahhaaa

Jason520

55 posts

Posted by Jason520 > 2015-10-03 02:27 | Report Abuse

Lamborghini, 5 sen or 0.05 sen?

Posted by Lamborghini > 2015-10-03 13:40 | Report Abuse

Is 0.05sen . Confirm

matrix6050

1,265 posts

Posted by matrix6050 > 2015-10-06 00:26 | Report Abuse

:)

Superb99

6,603 posts

Posted by Superb99 > 2015-10-06 15:30 | Report Abuse

those shareholders keep disposing their shares

Posted by Adrian Tan > 2015-10-06 20:45 | Report Abuse

actually only Lin Hao Yu disposing

Superb99

6,603 posts

Posted by Superb99 > 2015-10-08 00:12 | Report Abuse

Price stagnant liao

Posted by Lamborghini > 2015-10-08 15:13 | Report Abuse

klci effect?

Posted by Lamborghini > 2015-10-08 15:15 | Report Abuse

Should call a sell or hold ? Have no idea.

omgimnoob

514 posts

Posted by omgimnoob > 2015-10-08 15:33 | Report Abuse

average down... very good company!

Probability

14,496 posts

Posted by Probability > 2015-10-08 15:56 | Report Abuse

over-reaction due to momentary phenomenon in exchange rates

remember there is a real growth in COGS quarter to quarter
the exchange rate effects (via SR) was never catered in its results so far..

hissyu2

868 posts

Posted by hissyu2 > 2015-10-08 18:44 | Report Abuse

flbhd family is so happy you all help them to buy bangalow~~ LOL

Posted by Evertraveler > 2015-10-09 10:12 | Report Abuse

Why the directors keep disposing their shares? Shouldn't the directors purchase their shares if they feel that their company's future is good? It's frustrating.

Posted by thelight > 2015-10-09 14:15 | Report Abuse

does the strengthening of rinngit against us dollar have major impact to the TP?

Probability

14,496 posts

Posted by Probability > 2015-10-09 14:23 | Report Abuse

with the average FCF of last 2 qtrs. (note: not taking the latest which is about 20% higher). And then only using 2% higher growth rate than FD for next 5 years, and then bringing it down to FD level in 5 years for perpetuity value calculation...

IV is 3 x current Mcap.

weechin53

1,070 posts

Posted by weechin53 > 2015-10-09 16:52 | Report Abuse

What happened?

leelc99

871 posts

Posted by leelc99 > 2015-10-09 17:30 | Report Abuse

Certainly did not expect it to drop till 1.82

Posted by donttalkcock > 2015-10-09 17:36 | Report Abuse

just hold and wait for quarter report

Superb99

6,603 posts

Posted by Superb99 > 2015-10-09 20:29 | Report Abuse

i think because of stronger MYR...

Superb99

6,603 posts

Posted by Superb99 > 2015-10-13 17:09 | Report Abuse

pls hit rm2

leekh5555

545 posts

Posted by leekh5555 > 2015-10-15 12:39 | Report Abuse

hold.tight

ccp78789

201 posts

Posted by ccp78789 > 2015-10-15 17:28 | Report Abuse

so hard to hit rm2

leelc99

871 posts

Posted by leelc99 > 2015-10-15 19:01 | Report Abuse

Huat ahhhh today! For holders of Focus Lumber, let's huat more together!

Probability

14,496 posts

Posted by Probability > 2015-10-15 23:13 | Report Abuse

FLB buys Lumber (COGS) and sells plywood,veneer, etc (SR) like a middleman.

Between SR and COGS there is Margin
which acts like the rubber flexible joint connecting the two
it drags COGS along with SR eventually..
COGS lags behind SR by certain period.

Every time selling price (demand) goes up,
its an opportunity to make fat Margin
which eventually dissipates..
as the lumber (COGS) providers will also hike up price later due to demand.

Its not the absolute price that matters,
its about FLB using this opportunities to make fat margin.

They had proven they can survive while it was down trending
for years (rubber in relaxed state)..
It should be much easier when the demand goes up (rubber being stretched).

RosmahMansur

2,870 posts

Posted by RosmahMansur > 2015-10-15 23:20 | Report Abuse

Probability : May i know what is the correlation btw price of Lumber with share price of FLBhd? kindly enlighten.tq

Probability

14,496 posts

Posted by Probability > 2015-10-15 23:27 | Report Abuse

Rosmah.. everything starts with household demand..(like what we have seen for hevea, latitude. homeriz)

If there is a good demand for wood based products, like plywood, veneer and etc....it would eventually cause the price of Lumber or the Hardwood logs itself to go up... (supply and demand concept)

If you check in IndexMundi, the trend of price between Hardwood logs and Plywood is exactly the same..

(1) My simple layman conclusion is if the Lumber price is going up, its because the demand is going up.

(2) However, it could also be due to scarcity (unavailability of Logs)..that will have detrimental effect on FLB Margin.

I doubt its the (2) effects as you know about hevea, latitude, homeriz very well...

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