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Last Price Today's Change   Day's Range   Trading Volume
5.40   -0.01 (0.18%)  5.39 - 5.41  236,300
234 comment(s). Last comment by RainT at Jul 1, 2020 12:03 PM
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Karlos
583 posts

Posted by Karlos > Apr 8, 2020 9:43 AM | Report Abuse

From the perspective of net asset backing per share, this counter appear cheap if you are in the position to influence or control the running of the company. However the company is fully controlled by one group of shareholders. No way any body be it institution or individual can have any influence of the future of the company. So we are not surprised that institutional share holders are not keen to be strategic investors.


RainT
7529 posts

Posted by RainT > Apr 16, 2020 7:44 PM | Report Abuse

Think cannot make money invest in ORIENT


RainT
7529 posts

Posted by RainT > Apr 16, 2020 7:45 PM | Report Abuse

Even it have huge cash pile but share price is control by some people

from year 2015 to year 2019, share price stuck at the same range


RainT
7529 posts

Posted by RainT > Apr 16, 2020 7:45 PM | Report Abuse

if buy at that time will incur high opportunity costs for 05 years


Fabien "The Efficient Capital Allocater"
1556 posts

Posted by Fabien "The Efficient Capital Allocater" > Apr 16, 2020 8:19 PM | Report Abuse

you are not far from the truth. but at this price, net cash is >80% of market cap.


Thinkcarefully
62 posts

Posted by Thinkcarefully > Apr 17, 2020 1:50 PM | Report Abuse

Its ok if share price stucked at the same range if dividend yield is more than 5%


Yeo WC
175 posts

Posted by Yeo WC > Apr 18, 2020 9:38 PM | Report Abuse

So undervalued, can privatise anytime


Fabien "The Efficient Capital Allocater"
1556 posts

Posted by Fabien "The Efficient Capital Allocater" > Apr 21, 2020 7:57 PM | Report Abuse

there are many ways to diversify your capital.

on top down basis, you have your asset allocations.

from there, zooming in to equities portfolios, you have diversification by sectors. of course, you will have different stocks in different sectors. alternatively, you could choose to invest in conglomerates such as Oriental.

if you are looking for a defensive play, a company that is backed by huge cash pile (80% of market value), plantations lands that are carrying at cost value, hotels, hospitals, etc., you are looking at a real bargain here.

Let's look at some financial metrics.

NTA is at RM11 backed by huge tangible assets.

Dividend yield is at 7% (twice of risk free rate MGS 3.5%).

Cash yield at a whopping 10% (yes, it's a cash generating machine). Implying a Price over FCF of 10x.

EV/EBIT is only 3x, giving you earnings yield of whopping 35%.

Of course, its ROE is low at 5% due to huge cash pile. Looking at a more reliable measure of its capital structure, its ROIC is at 16.5%.

it's a low beta stock, not one for the high risk takers


RainT
7529 posts

Posted by RainT > Apr 28, 2020 6:38 PM | Report Abuse

Loh Boon Siew company


RainT
7529 posts

Posted by RainT > Apr 28, 2020 6:41 PM | Report Abuse

@fabien

but this share price just could not move up

so how to make money frm buy ORIENT?


Fabien "The Efficient Capital Allocater"
1556 posts

Posted by Fabien "The Efficient Capital Allocater" > Apr 28, 2020 7:19 PM | Report Abuse

why cannot make money from Orient?

the yield itself is at 7%

and when the valuation itself revert to its historical mean

you are easily looking at upside of 30%


Hafid
657 posts

Posted by Hafid > May 6, 2020 12:02 PM | Report Abuse

Oriental share price now is 5.30


tradeview
602 posts

Posted by tradeview > May 6, 2020 1:03 PM | Report Abuse

My Long Term Value Pick 2020 - Oriental Holdings Bhd.

https://klse.i3investor.com/blogs/tradeview/2020-05-06-story-h1506913121-_Tradeview_2020_Long_Term_Value_Pick_A_Gift_For_The_Next_Generation_Ori.jsp


Fabien "The Efficient Capital Allocater"
1556 posts

Posted by Fabien "The Efficient Capital Allocater" > May 6, 2020 2:42 PM | Report Abuse

thanks for the article.

i myself too rate Oriental as a long term investment, up there with the likes such as Hong Leong Industries, the undervalued and underappreciated gems.


zhangliang
712 posts

Posted by zhangliang > May 7, 2020 3:58 PM | Report Abuse

Newbies wont like Oriental cause 2 slow & not power like those penny stocks. Young people nowadays like fast & furious, cryptocurrency, money game. Tats y company like these remains hidden gem.


Hafid
657 posts

Posted by Hafid > May 10, 2020 8:52 AM | Report Abuse

Sometime think better buy Facebook, cme group, alibaba


stockraider
19870 posts

Posted by stockraider > May 10, 2020 12:21 PM | Report Abuse

Steady investment mah...!!


golok47
2 posts

Posted by golok47 > May 13, 2020 1:06 PM | Report Abuse

what r the directors doing not taking care of the shareholders no bonuses no right issues r they keeping the company to themselves


golok47
2 posts

Posted by golok47 > May 13, 2020 1:08 PM | Report Abuse

might as well delist the company since the company is cash rich n take it private


waikee
57 posts

Posted by waikee > May 19, 2020 10:09 AM | Report Abuse

last month new honda sales overtake toyota


RainT
7529 posts

Posted by RainT > May 19, 2020 11:55 AM | Report Abuse

Continue keep ORIENTAL in fridge

thats all


Fabien "The Efficient Capital Allocater"
1556 posts

Posted by Fabien "The Efficient Capital Allocater" > May 21, 2020 3:50 PM | Report Abuse

slow and steady

i bought 5.00 exactly a month ago. now 5.70, >13% return in a month

who says can't make money in Orient


Ryan Tan
31 posts

Posted by Ryan Tan > May 22, 2020 11:10 AM | Report Abuse

The Board of Directors of OHB is pleased to declare a Final Single Tier Dividend of 8 sen per ordinary stock and a Special Final Single Tier Dividend of 10 sen per ordinary stock in respect of the financial year ended 31 December 2019, subject to stockholders' approval at the forthcoming Annual General Meeting. The entitlement and payment dates will be determined and announced at a later date.

This announcement is dated 21 May 2020.


Junqi
101 posts

Posted by Junqi > May 23, 2020 7:52 AM | Report Abuse

Dividend had dropped from 28cts last year to 18cts


xiaodi
67 posts

Posted by xiaodi > May 24, 2020 3:08 PM | Report Abuse

my friend working in hong leong bank told me now hong leong bank give car loan ,installment rm1000 per month bank account saving must have cash money 24k for instalment 2years money in 2 year bank to give lending...tightening lending...many bank loan margin give 70% max loans.
example : your bank account saving in year 2018 have 24k until now still have 24k ,bank give lending...if year 2018 bank saving have 10k 2019 year have 15k now have years 2020 have saving 24k bank will rejected loan...


gohku
278 posts

Posted by gohku > May 25, 2020 11:50 AM | Report Abuse

I think culmulative dividend for year 2019 is 30 sen.

Interim dividend 12 sen 22 Nov

Final dividend 18 sen just announce.

Dividend yield for the yield exceeding 5% pa consider attractive.


harmonification
90 posts

Posted by harmonification > May 28, 2020 9:15 PM | Report Abuse

I came here because of najib


Ryan Tan
31 posts

Posted by Ryan Tan > May 31, 2020 11:41 AM | Report Abuse

April 2020 Malaysian vehicle sales drop nearly 100%

https://paultan.org/2020/05/22/april-2020-malaysian-vehicle-sales-drop-nearly-100/


himbaan
15 posts

Posted by himbaan > Jun 6, 2020 4:07 PM | Report Abuse

shld break 6.20 next week


RainT
7529 posts

Posted by RainT > Jun 6, 2020 5:11 PM | Report Abuse

entry price for ORIENT need to be right

abo will stuck very long


Thinkcarefully
62 posts

Posted by Thinkcarefully > Jun 10, 2020 4:34 PM | Report Abuse

Oriental will easily cross 6.00 by weekend


waikee
57 posts

Posted by waikee > Jun 29, 2020 8:05 AM | Report Abuse

new model honda accord


shareinvestor88
2705 posts

Posted by shareinvestor88 > Jun 30, 2020 8:12 PM | Report Abuse

QTR REPORT OUT GOOD PROFIT BYE AT 3


RainT
7529 posts

Posted by RainT > Jul 1, 2020 12:03 PM | Report Abuse

this counter continue to sleep until the next quarter

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