| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
  Megat Aiman Abu Bakar From hlb: We expect the full impact of Covid-19 to be felt solely in 3Q19. From June onwards, we understand sales volumes have returned to pre-Covid-19 levels of 200+ containers per month. Going forward, US-China trade war will continue to result in US retailers and wholesalers increasing orders from countries outside of China. We expect Homeritz continue to benefit from this trend, as we note that sales to the US has increased from 4.5% of total FY19 sales to >12% currently. In terms of raw materials, Homeritz have guided that its supply chain has been relatively stable. Homeritz also mentioned it has been able to procure leather from India at a cheaper price. 04/08/2020 10:41 AM gongkia 去年有报导指出，Homeriz在2019年已签下8组美国新客户，目前正实施扩充计划，生产线可在未来3到5年内投入运作。而截止至今年5月底，企业的资本支出就已经超越去年达到1428万令吉了，为近年来开销最高，其中663万令吉是买下租赁地契，看来企业的增产活动依然如期展开，并没受到新冠疫情的太多影响，对关心未来发展的投资人来说也算是注入一支强心剂吧。 08/08/2020 2:11 AM  James Ng https://klse.i3investor.com/blogs/general/2020-08-22-story-h1512479110.jsp [转贴] [HOMERITZ CORP BHD：产量下降，因为由于马来西亚Covid-19大流行的爆发，其业务和运营在2020财年第三季度期间暂时中断] - James的股票投资James Share Investing 22/08/2020 12:23 PM HTCS This counter benefit from pandemic work from home and TA show it will shoot to next high. It was still at low price. 24/08/2020 12:20 AM gongkia but factory no worker to work last couple months, will pick up soon if cases not rising. 24/08/2020 10:04 PM Mush Joker everyday say shoot next week. but never shoot. don't simply give statement. lame 28/08/2020 9:28 AM Megat Aiman Abu Bakar PublicInvest Research has started coverage of the furniture sector, including Poh Huat, Homeritz and Wegmans, which would be a proxy to stronger US consumption. For Homeritz, it has target price of 93 sen as it is one of the leading upholstered home furniture manufacturer in Malaysia, focusing on dining chairs, sofas and bed frames. via The Star https://www.thestar.com.my/business/business-news/2020/09/03/publicinvest-research-starts-coverage-of-furniture-makers#cxrecs_s 03/09/2020 11:48 AM kinuxian They're relative new to US market and proxy to stronger US consumption in the midst of covid19 epic center? Hmmm.. Homeritz already slightly higher from its pre-covid range. Would recovery play a safer target than furniture hope? New houses / new furniture purchase during covid outbreak? 03/09/2020 4:27 PM human usa sub sale or suburban house sales demand strong due to pandemic. https://www.marketwatch.com/story/americans-are-eyeing-homes-in-the-suburbs-as-pent-up-demand-hits-housing-market-2020-06-17 https://tradingeconomics.com/united-states/new-home-sales work from home mode cause more willing to spend on home and furniture. 03/09/2020 4:42 PM kinuxian But still high unemployment wor. Anywhere, good run for handsome profit. HLG gangs are smiling mouth to mouth. https://tradingeconomics.com/united-states/unemployment-rate#:~:text=Unemployment%20Rate%20in%20the%20United,percent%20in%20May%20of%201953. 03/09/2020 4:57 PM human usa is sizable country with broad domestic market, some sectors boom while other dont. Those hospitality business take a beating, while essential products, housing, technological product etc booming. 03/09/2020 5:11 PM kinuxian If you knew someone in US, u'll learned that many simply stop working for UE claimed. That's very unhealthy where US gov handout good money along with unlimited QE (at the expense on rest of world indirectly) Furniture sales just recover to pre-covid actually. https://www.economy.com/united-states/retail-sales-furniture-and-home-furnishings-stores Nov election between Biden vs Trump will be interesting.. another high volatility market is coming. 03/09/2020 5:38 PM Hustle The riot that happened during Jul at Seattle versus Portland really caused badly damage to lots of shop and houses. 03/09/2020 7:01 PM Andre Kua Holding since 2 years ago... that time reached 8x didnt sell, now trying to reach 80c again... 07/09/2020 4:15 PM  iCE COOL hold for 2 year also, dividend and got bonus warrant, not bad also. Valuation is still low for Homeritz 07/09/2020 5:30 PM goflykite https://www.theedgemarkets.com/article/homeritz-corp-proposes-bonus-issue-free-warrants?type=malaysia 15/10/2020 10:53 PM mf Globally, as of 2:01pm CEST, 19 October 2020, there have been 39,944,882 confirmed cases of COVID-19, including 1,111,998 deaths, reported to WHO. 20/10/2020 1:10 AM  | APPS  I3 Messenger Individual or Group chat with anyone on I3investor  MQ Trader Stock Screener using Technical and Fundamental criteria  MQ Affiliate Join the MQ Affiliate Program today to earn rewards
 396 550 558 646 ActiveGainersLosers
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
