Emotionalkiller 
3 posts |  Posted by Emotionalkiller > Mar 9, 2020 10:50 AM | Report Abuse
See my previous text, I predict below 0.4 already come, this is based on my paper analysis the fundamentals of this company |
shpg22
2561 posts | Posted by shpg22 > Mar 12, 2020 10:57 AM | Report Abuse Manufactured wood industry is cyclical. Now its at down cycle, but no one know when is up. Low can get lower, its good to accumulate at low esp company with strong balance sheet and fundamental like HEVEA. |
ov123
164 posts | Posted by ov123 > Mar 16, 2020 4:57 PM | Report Abuse The warrant conversion diluted the eps. Now price reflecting it. Still a very good company for the long term. |
Knownfact
137 posts | Posted by Knownfact > Mar 19, 2020 7:00 PM | Report Abuse https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3036794 |
sense maker
437 posts | Posted by sense maker > Mar 26, 2020 4:24 PM | Report Abuse The coming quarterly results will be gruesome. |
Knownfact
137 posts | Posted by Knownfact > Mar 26, 2020 6:13 PM | Report Abuse Sense maker why you said so? |
fusing79
32 posts | Posted by fusing79 > Mar 26, 2020 10:33 PM | Report Abuse they will close for 4 weeks later the result will be bad |
yfchong
4372 posts | Posted by yfchong > Mar 27, 2020 9:41 AM | Report Abuse Take 1 cts dividend |
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Raymondlol
13 posts | Posted by Raymondlol > Mar 27, 2020 10:19 AM | Report Abuse Paid out today? |
Tarita
916 posts | Posted by Tarita > Mar 27, 2020 10:29 AM | Report Abuse get ready to fall.
stupid tan soon hin |
Tarita
916 posts | Posted by Tarita > Mar 27, 2020 4:40 PM | Report Abuse hahahahahahah really fall and stupid tan soon hin |
tah16600
2085 posts | Posted by tah16600 > Apr 1, 2020 10:46 AM | Report Abuse Lai leow loh ! |
tah16600
2085 posts | Posted by tah16600 > Apr 1, 2020 11:36 AM | Report Abuse Extremely undervalue, strong buy |
danchong
309 posts | Posted by danchong > Apr 1, 2020 12:18 PM | Report Abuse The company shares buybacks at 31. not much downside.
who is tan soon hin? what does he has to do with Hevea? |
sense maker
437 posts | Posted by sense maker > Apr 1, 2020 7:41 PM | Report Abuse Results were seriously affected when it’s export markets were struck by covid. Post-lockdown, people everywhere will be cash-strapped and focus on the necessity. Most will not buy furniture for a long while. 2020 results will be ugly. Other furniture companies should be hard hit too. |
danchong
309 posts | Posted by danchong > Apr 2, 2020 11:45 AM | Report Abuse Sense maker, you are painting a very gloomy picture of the future of Hevea. The current situations will definitely impact negatively on the bottom line of the company. The MCO also causes a few hiccups in the production & shipments. As far as future demand for its products, your guess is as good as mine. |
yfchong
4372 posts | Posted by yfchong > Apr 3, 2020 12:06 AM | Report Abuse Wait for long shut down |
sense maker
437 posts | Posted by sense maker > Apr 3, 2020 2:10 PM | Report Abuse 2018-2019 were normal years and yet it made just RM0.02 net profit a year. In 2020, if it can recover satisfactorily in the second half, it may just break even. That’s the reason why this share got sold down all the way to 25 sen. The share price is unlikely to move up meaningfully till its profitability improves, which means shareholders may have to wait for quite a while. |
danchong
309 posts | Posted by danchong > Apr 3, 2020 3:19 PM | Report Abuse The RTA sector is labour intensive and was badly hit by labour shortage in 2018-2019. This also led to lost in order. We can see that situations were improving until the recent MCO. They went back to production last Sunday but only working at 25% capacity. They also sorted out the problems of shipments. Don't think they will loss any order unnecessarily.
The particleboard sector stopped work on 21/3 and can resume once the supply of logs and resin has been secured.
No problem with the production of king oyster mushrooms. Sales to hypermarkets increased by 5 folds but restaurants business dropped significantly. The overall sales will be much higher once the MCO is over.
The bottom line of this 2 months will definitely be negatively impacted. Hopefully, they can overcome that quickly in the coming months.
The company has a very strong BS and should be able to weather through this difficult period.
The company has a high dividend pay out record. Hope the dividend can be maintained or not dropped much in the next few quarters. |
sense maker
437 posts | Posted by sense maker > Apr 3, 2020 4:02 PM | Report Abuse All the best, danchong. |
danchong
309 posts | Posted by danchong > Apr 3, 2020 4:22 PM | Report Abuse Thanks sense maker |
