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  ramada 2.69 sen. https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5160 03/01/2020 6:44 PM  jackfruit Latest quater earning 2.69sen with increase revenue show the worst is over after 2years of stagnant earning. Now onward Homerize share price will keep going up up up and away togeather with dividend. Hurray Hurray cheer cheer. 05/01/2020 10:31 AM sharemania how to depend whether buying the warrant is good or the mother share ? 06/01/2020 10:07 AM  paperplane The Group are operating in global economic uncertainties as well as facing increases in their production costs and fluctuation in foreign exchange rates. Given the above scenario, the Group will continue to remain focused in their core business of design, manufacture, and sale of upholstered home furniture which includes upholstered sofas, upholstered dining chairs and upholstered bed frames. The Group are continuing with concerted efforts to develop new products, new design for existing products, derive better cost efficiencies and effective cost management across all functions. The Board believes that the Group’s prospects for the financial year ending 31 August 2020 would remain profitable. 06/01/2020 11:30 AM paperplane Top 10 holders of Homeriz, hehe: 1 Chua Fen Fatt 103,859,701 34.617 2 Tee Hwee Ing 65,600,000 21.865 3 Tee Hui Chein 9,691,300 3.230 4 Yayasan Guru Tun Hussein Onn 3,535,300 1.178 5 Quek Wee Seng 2,997,000 0.998 6 Mohamed Adlan Bin Ahmad Tajudin 2,580,000 0.859 7 Yayasan Guru Tun Hussein Onn 2,448,500 0.816 8 Yayasan Guru Tun Hussein Onn 2,157,600 0.719 9 RHB Capital Nominees (Tempatan) Sdn Bhd Pledged Securities Account For Fong Siling (CEB) 2,000,000 0.666 10 Sultan Idris Shah 1,667,000 0.555 06/01/2020 11:32 AM  Armada An Quantum Leap Stock In 2019/2020 okie, worst is over for this upholstery ... 1QTR20 Show sign of strong revenus Lets keep an eye for its next 2ndQ of 2020 result. 06/01/2020 12:28 PM observatory What's the expected impact of the new minimum wage at RM1,200 per month starting 1 Jan 2020? The minimum wage is set to increase year after year given the pledge of RM1,500 target set by the current government. Any idea how much automation is possible for furniture makers? 06/01/2020 12:45 PM ruby20 Best quarter in the past 3 years. Revenue growth super encouraging, best margin in the sector and valuation is insanely cheap. Post Q1 2020 result analysis: "Homeritz has 1) the best margin in the business (better than $LIIHEN, $WEGMANS, Pohuat, $SPRING, Latitude, etc) 2) the best balance sheet with ZERO debt and healthy cash balance (44% of market cap) 3) Has capacity to expand (70% capacity) 4) is now GROWING its revenue AND 5) is the cheapest counter in the sector (4.5x ex cash PE). I think the market need to justify this inefficiency / imbalance." Good read: https://www.facebook.com/1997932356957345/posts/2652720288145212/?d=n 06/01/2020 4:31 PM david_jansen HOMERIZ (5160) 自2016-Q1, 2016-Q2以及2017-Q1三个季度的Net Profit破RM8 Mil以上，就不曾有这么高的Net Profit。 直到今天出炉的2020-Q1业绩，Net Profit又再次破RM8 Mil以上，证明管理层在降低成本的措施做得非常好，销售量也增加！ 可能很多投资者不知道，HOMERIZ家私产品跟很多家私上市公司有很大的差别，而且是家私业中Net Profit Margin最高的，接近20%的Net Profit Margin，甚至更高！ 关于它的Dividend Policy 40%，是一支值得收股息的上市公司。如果以HOMERIZ派发股息10年的记录来看，平均DPS=3.79, 以现在的价格（0.665）是5.70%的股息利率！ 以它2020-Q1的Financial Statement来计算： Quick Ratio = 6.02【if >1.25, it's desirable】 Current Ratio = 7.35【if >2.0, it's desirable】 Debt Ratio = 0.11【if <0.50, it's desirable】 Debt-to-Equity Ratio = 0.12【if <0.75, it's desirable】 Cash Ratio = 5.14【1 or higher, it's desirable】 处于超级健康水平。 现在，HOMERIZ拥有RM86.432 Million的净现金，属于Net Cash的公司。 如果接下来的季度【2020-Q2】保持着2020-Q1 Net Profit的话，HOMERIZ有望达到： RM0.74的价格【以PE 8来计算】 RM0.83的价格【以PE 9来计算】 RM0.92的价格【以PE 10来计算】- 一直以来，HOMERIZ的PE都是在10或以上的。 如果短期内HOMERIZ的价格突破RM0.74，那么往上RM0.80就不是大问题了，回酬20%++ 以上纯属分享，买卖自负。 06/01/2020 7:42 PM david_jansen https://www.enanyang.my/news/20200106/%e3%80%90%e8%a7%86%e9%a2%91%e3%80%91%e5%ae%b6%e4%b8%bd%e8%b5%84%e6%9c%ba%e6%9e%84-%e9%94%80%e5%94%ae%e8%b6%85%e5%89%8d%e6%8e%a8%e9%ab%98%e8%b4%a2%e6%b5%8b/ 06/01/2020 9:01 PM tingkap Homeritz expected to utilise cash pile for future vertical expansion The Edge Financial Daily January 07, 2020 11:13 am +08 https://www.theedgemarkets.com/article/homeritz-expected-utilise-cash-pile-future-vertical-expansion 07/01/2020 2:02 PM mk00001 Upgrade to buy with a higher target price (TP) of 76 sen: Homeritz Corp Bhd’s first quarter of financial year 2020 (1QFY20) core profit after tax and minority interests (Patami) of RM7.8 million (quarter-on-quarter: +54.2%); year-on-year: +82.3%) was above our expectations, accounting for 35.9% of our full-year earnings. 09/01/2020 3:25 PM mk00001 The better-than-expected earnings were due to higher-than-expected sales volumes. We raise our FY20/21 forecasts by 5.5%/2.5% respectively to account for better sales volumes. After our earnings adjustment, we upgrade our rating to “buy” (from “hold”), with a higher TP of 76 sen (from 74 sen previously), based on 10 times revised current year 2020 earnings per share of 7.6 sen. We continue to like Homeritz due to its healthy net cash per share of 28.9 sen and increased automation efforts. 09/01/2020 3:25 PM mk00001 Its core Patami grew 54.2% in tandem with a revenue growth of 23.2%, and better profitability was driven by better sales volumes, lower production costs and a weaker ringgit. 09/01/2020 3:25 PM luckyman https://cdn1.i3investor.com/my/files/st88k/5160_HOMERIZ/pt/HLG/5160_HOMERIZ_HLG_2020-01-06_BUY_0.76_Homeritz%20Corporation%20-%20Better%20volumes%20boosts%20earnings_-2134971736.pdf 09/01/2020 8:21 PM david_jansen 从中美贸易战受惠 大马家具美国吃香 大马投银研究指出，中美贸易战将有利于大马家具业的出口，相比被征税的中国商品，大马家具在美国市场更占据优势，今年出口成长率料倍增至6.1%。 美国于9月1日2018起对中国3000亿美元的商品额加征收10%的关税，该税率在增至25%，12月份2019起将再调高至30% 美国市场相对家丽资机构（HOMERIZ，5160，主要板消费）今年至今也已签下8个新客户 10/01/2020 1:11 AM junooiseeyee Think of it: This is small counter, why operator or investment bank want to push the price higher to let us earn their money? It won't up above 0.8 within 2 years base on my exp 15/01/2020 9:08 AM perangbrown Upgrade to BUY, TP: RM0.76. After our earnings adjustment, our TP rises to RM0.76 from RM0.74 previously, based on 10x revised CY20 EPS of 7.6 sen. We continue to like Homeritz due to healthy net cash per share per share of 28.9 sen and increased automation efforts. We upgrade our call to BUY (from Hold previously) following recent share price retracement and our earnings upgrade. 15/01/2020 2:46 PM gongkia as long as when WA mature, homeriz price doesn't go up to 90 cents, all new shareholders win :) 16/01/2020 2:55 PM scholez18 Good that it's still maintain low profile.. the big institutional players are yet to invest this counter. Give more time for small fish like us to accumulate first. If you are an investor you would want your best ideas to remain undervalued long enough for you to accumulate! 16/01/2020 5:59 PM luckyman It will be fairly probable for it's EPS to hit 9 or even 10 sen for the current financial year. So it's pretty possible for its share price to hit 76 sen or higher. 16/01/2020 8:57 PM ruby20 USDMYR touch 1.5 year low thats why price been hard to move up, hopefully its just a matter of time before ppl see the value of the company is more than any FX rate. 18/01/2020 1:15 AM  |
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