Highlights
KLSE: ORIENT (4006)       ORIENTAL HOLDINGS BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
6.46   -0.14 (2.12%)  6.45 - 6.59  328,500
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Overview

Market Cap: 4,009 Million
NOSH: 621 Million
Avg Volume (4 weeks):134,850
4 Weeks Range:6.45 - 6.88
4 Weeks Price Volatility (%):
2.33%
52 Weeks Range:5.82 - 6.88
52 Weeks Price Volatility (%):
60.38%
Average Price Target: 7.57
Price Target Upside/Downside: +1.11

Financial Highlight

Latest Quarter | Ann. Date 31-Dec-2018 [#4]  |  27-Feb-2019
Next QR | Est. Ann. Date: 31-Mar-2019  |  30-May-2019
T4Q P/E | EY: 8.00  |  12.50%
T4Q DY | Payout %: 6.19%  |  49.54%
T4Q NAPS | P/NAPS: 10.5705  |  0.61
T4Q NP Margin | ROE: 7.28%  |  7.64%

Headlines

Date Subject
17-Jul-2018 汽车工业股一览
19-Jun-2018 PublicInvest Research Headlines - 19 Jun 2018
06-Apr-2018 Mplus Market Pulse - 6 Apr 2018

Business Background

Oriental Holdings Bhd (OHB) is mainly active in the automotive industry selling and distributing motor vehicles, manufacturing engines, seats and other related parts, and trading spare parts. The business segment generates the majority of the group's revenue. Other business segments include plastic products, hotels and resorts, investment holding and financial services, cultivation of oil palm, investment and trading of building material products, and finally medical centers and nursing colleges. OHB operates in the Asia-Pacific region and United Kingdom.
Analyze this stock with MQ Trader system

  ehong likes this.
 
kyy_superinvestor Quarter report released but lower yoy
zzz
30/05/2018 7:17 PM
Choivo Capital Fairly decent set of report. Quite ok.

Im thinking of buying more lol. But really no money.
30/05/2018 9:37 PM
FAIRnREASONABLE Good share price recovery despite general market down.
05/06/2018 11:22 PM
tsohg why forex loss so much at plantation segment in q1 2018?
06/06/2018 11:38 PM
Fabien Extraordinaire added more at 6.50. i like that the BV has grown above RM10 now.
07/06/2018 10:54 AM
Choivo Capital RNAV is closer to 20.

I just found eksons. Looks ok, selling at less than net cash. But shit business though.
07/06/2018 8:12 PM
Fabien Extraordinaire i don't know much about eksons. but i have similar experience before. got my money stucked in FACBInd, trading significantly below net cash. but business is unexciting.

lost my patience after 4 years and liquidated at decent profit
08/06/2018 2:36 PM
Fabien Extraordinaire wishful thinking is maybe in few years to come when its heathcare segment starts to contribute a stable and significant source of income, perhaps a spin-off?
09/06/2018 10:15 AM
Fabien Extraordinaire most of its debts are in yen to finance the plantation business. therefore appreciation of yen will have much negative impact. anyway, its FX translation losses.


tsohg why forex loss so much at plantation segment in q1 2018?
09/06/2018 10:22 AM
Fabien Extraordinaire possible, as their assets have not been revalued since the 1970s. if u add in the hotels as well.

Jon Choivo RNAV is closer to 20.
09/06/2018 10:30 AM
Fabien Extraordinaire perhaps Oriental can follow the footsteps of Sime Darby by unlocking much of the hidden assets, make it leaner and at the same time increase the dividends payout, ROE etc.

but seriously, you won't find a cash generating machine elsewhere that is comparable to Oriental
09/06/2018 10:33 AM
FAIRnREASONABLE Anyone can comment on the financial impact of the land reclamation in Melaka?
Will it contribute significantly?
10/06/2018 4:25 PM
FAIRnREASONABLE Hotel business in Malaysia is generally not profitable.
I am pleasantly surprised that OHB's hotel division contributes decent profit.
10/06/2018 4:46 PM
Choivo Capital I decided there is not need for me to go into net cash companies that have shit business.

When they are decent businesses that are more undervalued even on a NTA basis. Such as orient, plenitude etc.

However, im always very tempted to just buy like 1-2% just because its so cheap and it just feels like picking up free money.

======================================================================
Posted by Fabien Extraordinaire > Jun 8, 2018 02:36 PM | Report Abuse

i don't know much about eksons. but i have similar experience before. got my money stucked in FACBInd, trading significantly below net cash. but business is unexciting.

lost my patience after 4 years and liquidated at decent profit
10/06/2018 5:02 PM
Fabien Extraordinaire assets play consists 25% of my portfolio

but these companies must be profitable and at least decent growth
10/06/2018 5:45 PM
Choivo Capital Other than Orient and OSk, what do you have? For net asset plays?
10/06/2018 7:38 PM
Fabien Extraordinaire Insas


Posted by Jon Choivo > Jun 10, 2018 07:38 PM | Report Abuse

Other than Orient and OSk, what do you have? For net asset plays?
10/06/2018 8:34 PM
FAIRnREASONABLE Both Orient and OSK fulfill
1) High NTA, resulting in low Price/Book Value (NTA) less than 0.5
2) Profitable consistently, resulting in PE less than 10
3) Diversified incomes, resulting in less volatility in combined business sectors
4) Consistent dividends, resulting in better return (in addition to price appreciation) than fix deposits in bank
5) Future growth

Of course, confidence in top management & controlling shareholder is another top consideration. Trust deficit in top management often leads to "undervalued" share price
10/06/2018 8:38 PM
Choivo Capital Id suggest you take a look at plenitude, daiman and KSL as well.

======================================================================
Posted by Fabien Extraordinaire > Jun 10, 2018 08:34 PM | Report Abuse

Insas
11/06/2018 8:18 PM
Choivo Capital Tropicana is also decent.
11/06/2018 8:20 PM
Fabien Extraordinaire Oh, I owned Plenitude and Daiman 6 or 7 years ago. Liquidated my positions with decent profit. I also made good profit from Kuchai, KSeng, Goldis and PMCorp.

So assets play have been quite a success to me personally.


Posted by Jon Choivo > Jun 11, 2018 08:18 PM | Report Abuse

Id suggest you take a look at plenitude, daiman and KSL as well.
11/06/2018 8:26 PM
Fabien Extraordinaire But i have to say need a lot of patience. Perhaps i'm lucky.

Not so much patience for FACBInd though. Hahaha...gave up on the company. Return over 3 years barely beat FD.

Oh ya, i also made decent profit on Paramount.

I think that's all i had in regards to assets play, over my 9 years of investing journey.

By the way, I also owned TA.
11/06/2018 8:33 PM
allenroy there is a opportunity to buy in today for this counter
17/07/2018 10:26 AM
allenroy good gain today......still good to pick up
20/07/2018 10:34 AM
allenroy fly high
20/07/2018 10:34 AM
FAIRnREASONABLE Very good quarterly profit of 35.46 sen.
Hope for special dividend again.
29/08/2018 6:28 PM
kakashit Why no analysts initiate on Oriental when they are plenty of City, Accord, Civic, CRV..HRV...BRV on the road start with licence plate V
03/10/2018 11:33 AM
klchai123 holding all in about RM3.9 bullion cash, implies cash per share > rm6, with higher eps, dividend for 2018 should increase further. medical centre in melaka about to breakeven, car sales for quarter ended 30/9 should at least be maintained if not better. if finacial crisis do happen, big pile of cash can do wonder!
02/11/2018 11:38 PM
Fabien Extraordinaire Ben Graham or Peter Lynh would have love Oriental.
03/11/2018 9:05 AM
kyy_superinvestor i feel that oriental is going up within six months...cheer..
17/11/2018 4:35 PM
klchai123 cash per share more than rm6
19/11/2018 6:48 PM
Fabien Extraordinaire good results.
BV increased to 10.57

as usual, market continues to ignore Orient
29/11/2018 8:22 PM
RainT lol...market continue ignore ORIENT
25/12/2018 2:45 PM
Veron_teo tp 2
25/12/2018 3:05 PM
Icon8888 dinosaur finally learning to walk

my cost 618
16/01/2019 10:44 AM
Fabien Extraordinaire wah very close to mine

my cost price is 6.16

i bought Orient many years ago, sometime around 2014 i think at 5++, sold within a year at 9++

3iii said orient is a value trap. i dont mind waiting 10 or 20 years for value to emerge. coz i know Orient is worth more than RM15.
17/01/2019 5:33 PM
Icon8888 Sometime no need to think too much. Just dumb dumb hold

To be honest my stake not big so I don't mind if it is not very sexy
17/01/2019 5:40 PM
Fabien Extraordinaire abeerdeen dumped their shares as they ran out of patience. end of day fund managers have to correct their underperformance. they cant afford to be like us, holding 10 or 20 years. orient, in terms of share price, has been trading within a tight range for years.
17/01/2019 5:44 PM
klchai123 dividend yield us attractive for low risk counter
26/01/2019 9:42 AM
LouiseS The EPS is on increasing trend, in last 5 years increased by around 43%, the PE ratio is reasonable, around 8, the ROE is 7.68%, dividend yield is 6.18%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_26.html
26/01/2019 5:44 PM
Icon8888 I rub my eyes in disbelief.
13/02/2019 11:27 AM
Choivo Capital O. Nice. Small position only though.
13/02/2019 1:25 PM
Fabien Extraordinaire wait, once their medical centre starts contributing...
13/02/2019 3:34 PM
Fabien Extraordinaire massive discount at current valuation, why not?
19/02/2019 5:05 PM
klchai123 last yr dividend 6 sen announced in march and 20 sen in april. lets see this time.。。
25/02/2019 10:37 PM
tengts57 Aberdeen n EPF disposing yet price increasing. Who is buying?
27/02/2019 2:01 PM
klchai123 cash and cash equivalent exceeded 4.3 billion, implies cash per share of rm7. just wait for 2018 audit and the ginal dividend announcement in April
01/03/2019 8:10 AM
kahhoeng While Oriental cash and equivalent is approximately 4.4 billion, it does have borrowing, short- and long-term, totalling 1.9 billion. So, Oriental's net cash and equivalent is only 2.5 billion, still a very sizeable number, that's equivalent to approximately 4.00 per share!
05/03/2019 6:01 PM
klchai123 should declare dividend this week based on previous yr practice. further declaration of dividend expected end of April when 2018 audited acs are ready for AGM
10/03/2019 8:31 AM
klchai123 declared 6 sen 2nd interim dividend as expected. the more excited one should be end of April.
11/03/2019 7:21 PM


 

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