Highlights
KLSE: ORIENT (4006)       ORIENTAL HOLDINGS BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
6.64   +0.03 (0.45%)  6.60 - 6.67  78,700
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Financials


Market Cap: 4,119 Million

Market Cap 4,119 Million
NOSH 620 Million

Latest Audited Result:  31-Dec-2017

Latest Audited Result: 31-Dec-2017
Announcement Date 30-Apr-2018
Next Audited Result: 31-Dec-2018
Est. Ann. Date: 30-Apr-2019
Est. Ann. Due Date: 29-Jun-2019

Latest Quarter:  30-Sep-2018 [#3]

Latest Quarter: 30-Sep-2018 [#3]
Announcement Date 27-Nov-2018
Next Quarter: 31-Dec-2018
Est. Ann. Date: 27-Feb-2019
Est. Ann. Due Date: 01-Mar-2019
QoQ | YoY   -47.69%  |    9.10%

Annual (Unaudited) ( EPS: 63.29, P/E: 10.49 )

Revenue | NP to SH 6,348,149  |  392,646
RPS | P/RPS 1,023.25 Cent  |  0.65
EPS | P/E | EY 63.29 Cent  |  10.49  |  9.53%
DPS | DY | Payout % 20.00 Cent  |  3.01%  |  31.60%
NAPS | P/NAPS 9.76  |  0.68
YoY   40.49%
NP Margin | ROE 6.52%  |  6.49%
F.Y. | Ann. Date 31-Dec-2017  |  27-Feb-2018

T4Q Result ( EPS: 81.20, P/E: 8.18 )

Revenue | NP to SH 6,714,560  |  503,785
RPS | P/RPS 1,082.31 Cent  |  0.61
EPS | P/E | EY 81.20 Cent  |  8.18  |  12.23%
DPS | DY | Payout % 40.00 Cent  |  6.02%  |  49.26%
NAPS | P/NAPS 10.57  |  0.63
QoQ | YoY   1.94%  |    14.77%
NP Margin | ROE 7.14%  |  7.69%
F.Y. | Ann. Date 30-Sep-2018  |  27-Nov-2018

Annualized Result ( EPS: 85.11, P/E: 7.80 )

Revenue | NP to SH 6,623,953  |  528,033
RPS | P/RPS 1,067.70 Cent  |  0.62
EPS | P/E | EY 85.11 Cent  |  7.80  |  12.82%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -6.03%  |    39.01%
NP Margin | ROE 7.36%  |  8.06%
F.Y. | Ann. Date 30-Sep-2018  |  27-Nov-2018


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2018 27-Nov-2018 30-Sep-2018 3 1,612,913 149,518 120,874 115,073 - 6,554,931 - % 7.49% 1.76% 620,362 260.00 259.98 18.55 18.55 0.00 0.00 10.5663 10.57   -47.69%   9.10% 28-Sep-2018 6.20 2.38 33.42 0.59 2.99% 0.00% 27-Nov-2018 5.92 2.28 31.91 0.56 3.13% 0.00%
31-Dec-2018 28-Aug-2018 30-Jun-2018 2 1,874,329 251,755 218,092 219,987 37,221 6,345,868 16.92% 11.64% 3.47% 620,362 302.13 302.12 35.46 35.46 6.00 6.00 10.2293 10.23   260.84%   92.36% 29-Jun-2018 6.14 2.03 17.31 0.60 5.78% 0.98% 28-Aug-2018 6.14 2.03 17.31 0.60 5.78% 0.98%
31-Dec-2018 30-May-2018 31-Mar-2018 1 1,480,723 52,733 26,454 60,965 173,701 6,311,873 284.92% 1.79% 0.97% 620,362 238.69 238.68 9.83 9.83 28.00 28.00 10.1745 10.17   -43.43%   -6.28% 30-Mar-2018 6.23 2.61 63.39 0.61 1.58% 4.49% 30-May-2018 6.45 2.70 65.63 0.63 1.52% 4.34%
31-Dec-2017 27-Feb-2018 31-Dec-2017 4 1,746,595 152,529 113,745 107,760 37,221 6,053,988 34.54% 6.51% 1.78% 620,362 281.54 281.53 17.37 17.37 6.00 6.00 9.7588 9.76   2.16%   -30.77% 29-Dec-2017 6.55 2.33 37.71 0.67 2.65% 0.92% 27-Feb-2018 6.46 2.29 37.19 0.66 2.69% 0.93%
31-Dec-2017 22-Nov-2017 30-Sep-2017 3 1,286,676 156,407 128,417 105,478 - 6,084,572 - % 9.98% 1.73% 620,362 207.41 207.40 17.00 17.00 0.00 0.00 9.8081 9.81   -7.77%   54.10% 29-Sep-2017 6.58 3.17 38.70 0.67 2.58% 0.00% 22-Nov-2017 6.55 3.16 38.52 0.67 2.60% 0.00%
31-Dec-2017 23-Aug-2017 30-Jun-2017 2 1,616,793 118,508 104,312 114,360 37,230 5,999,587 32.56% 6.45% 1.91% 620,510 260.56 260.61 18.43 18.43 6.00 6.00 9.6688 9.67   75.81%   1,008.12% 30-Jun-2017 6.67 2.56 36.19 0.69 2.76% 0.90% 23-Aug-2017 6.60 2.53 35.81 0.68 2.79% 0.91%
31-Dec-2017 24-May-2017 31-Mar-2017 1 1,698,085 99,891 67,132 65,047 49,606 6,001,996 76.26% 3.95% 1.08% 620,085 273.85 273.71 10.49 10.48 8.00 8.00 9.6793 9.67   -58.21%   -4.30% 31-Mar-2017 6.60 2.41 62.92 0.68 1.59% 1.21% 24-May-2017 6.63 2.42 63.20 0.68 1.58% 1.21%
31-Dec-2016 27-Feb-2017 31-Dec-2016 4 1,851,136 293,138 250,766 155,657 37,218 5,867,077 23.91% 13.55% 2.65% 620,309 298.42 298.38 25.09 25.09 6.00 6.00 9.4583 9.46   127.41%   115.95% 30-Dec-2016 6.80 2.28 27.10 0.72 3.69% 0.88% 27-Feb-2017 6.45 2.16 25.70 0.68 3.89% 0.93%
31-Dec-2016 17-Nov-2016 30-Sep-2016 3 1,375,899 88,701 71,859 68,447 - 5,648,274 - % 5.22% 1.21% 620,553 221.72 221.78 11.03 11.03 0.00 0.00 9.1020 9.10   643.53%   -79.83% 30-Sep-2016 6.96 3.14 63.10 0.76 1.58% 0.00% 17-Nov-2016 6.80 3.07 61.65 0.75 1.62% 0.00%
31-Dec-2016 23-Aug-2016 30-Jun-2016 2 1,082,139 -59,746 -71,108 -12,593 37,220 5,511,949 - % -6.57% -0.23% 620,344 174.44 174.43 -2.03 -2.03 6.00 6.00 8.8853 8.88   -118.53%   -121.32% 30-Jun-2016 6.63 3.80 -326.60 0.75 -0.31% 0.90% 23-Aug-2016 7.10 4.07 -349.75 0.80 -0.29% 0.85%
31-Dec-2016 26-May-2016 31-Mar-2016 1 1,215,084 65,039 46,696 67,973 49,615 5,530,310 72.99% 3.84% 1.23% 620,191 195.92 195.86 10.96 10.96 8.00 8.00 8.9171 8.91   -5.70%   21.61% 31-Mar-2016 6.91 3.53 63.05 0.77 1.59% 1.16% 26-May-2016 6.89 3.52 62.86 0.77 1.59% 1.16%
31-Dec-2015 29-Feb-2016 31-Dec-2015 4 1,242,731 102,679 88,119 72,080 37,218 5,634,646 51.64% 7.09% 1.28% 620,309 200.34 200.31 11.62 11.62 6.00 6.00 9.0836 9.08   -78.76%   -39.00% 31-Dec-2015 6.95 3.47 59.81 0.77 1.67% 0.86% 29-Feb-2016 6.80 3.39 58.52 0.75 1.71% 0.88%
31-Dec-2015 19-Nov-2015 30-Sep-2015 3 1,195,459 94,324 70,002 339,341 - 5,611,670 - % 5.86% 6.05% 620,362 192.70 192.69 12.06 54.70 0.00 0.00 9.0458 9.05   474.63%   270.51% 30-Sep-2015 6.98 3.62 12.76 0.77 7.84% 0.00% 19-Nov-2015 7.04 3.65 12.87 0.78 7.77% 0.00%
31-Dec-2015 19-Aug-2015 30-Jun-2015 2 1,050,145 79,681 61,571 59,054 37,218 5,271,934 63.03% 5.86% 1.12% 620,315 169.29 169.27 9.52 9.52 6.00 6.00 8.4988 8.50   5.66%   14.45% 30-Jun-2015 7.06 4.17 74.16 0.83 1.35% 0.85% 19-Aug-2015 6.61 3.90 69.43 0.78 1.44% 0.91%
31-Dec-2015 26-May-2015 31-Mar-2015 1 896,032 71,686 53,667 55,893 49,627 5,158,967 88.79% 5.99% 1.08% 620,344 144.44 144.43 9.01 9.01 8.00 8.00 8.3163 8.32   -52.70%   -19.85% 31-Mar-2015 6.72 4.65 74.58 0.81 1.34% 1.19% 26-May-2015 7.66 5.30 85.02 0.92 1.18% 1.04%
31-Dec-2014 17-Feb-2015 31-Dec-2014 4 967,272 159,449 144,249 118,163 37,221 5,104,020 31.50% 14.91% 2.32% 620,361 155.92 155.91 19.05 19.05 6.00 6.00 8.2275 8.23   29.02%   63.79% 31-Dec-2014 7.09 4.55 37.22 0.86 2.69% 0.85% 17-Feb-2015 6.96 4.46 36.54 0.85 2.74% 0.86%
31-Dec-2014 20-Nov-2014 30-Sep-2014 3 875,440 131,542 117,393 91,588 - 4,891,580 - % 13.41% 1.87% 620,514 141.08 141.11 14.76 14.76 0.00 0.00 7.8831 7.88   77.50%   141.74% 30-Sep-2014 7.60 5.39 51.49 0.96 1.94% 0.00% 20-Nov-2014 7.15 5.07 48.44 0.91 2.06% 0.00%
31-Dec-2014 21-Aug-2014 30-Jun-2014 2 889,255 74,171 51,949 51,600 - 4,837,624 - % 5.84% 1.07% 620,192 143.38 143.34 8.32 8.32 0.00 0.00 7.8002 7.80   -26.00%   150.19% 30-Jun-2014 7.71 5.38 92.67 0.99 1.08% 0.00% 21-Aug-2014 7.90 5.51 94.95 1.01 1.05% 0.00%
31-Dec-2014 29-May-2014 31-Mar-2014 1 732,864 121,291 95,135 69,732 - 4,837,998 - % 12.98% 1.44% 620,391 118.13 118.13 11.24 11.24 0.00 0.00 7.7983 7.80   -3.34%   27.37% 31-Mar-2014 7.19 6.09 63.97 0.92 1.56% 0.00% 29-May-2014 7.75 6.56 68.95 0.99 1.45% 0.00%
31-Dec-2013 28-Feb-2014 31-Dec-2013 4 750,444 96,043 76,307 72,145 21,720 4,743,071 30.11% 10.17% 1.52% 620,585 120.93 120.96 11.63 11.63 3.50 3.50 7.6429 7.65   90.42%   77.10% 31-Dec-2013 8.49 7.02 73.03 1.11 1.37% 0.41% 28-Feb-2014 6.95 5.75 59.78 0.91 1.67% 0.50%
31-Dec-2013 29-Nov-2013 30-Sep-2013 3 708,392 31,774 22,136 37,887 - 4,702,080 - % 3.12% 0.81% 620,081 114.24 114.18 6.11 6.11 0.00 0.00 7.5830 7.58   83.70%   -30.79% 30-Sep-2013 8.84 7.74 144.68 1.17 0.69% 0.00% 29-Nov-2013 8.61 7.54 140.92 1.14 0.71% 0.00%
31-Dec-2013 28-Aug-2013 30-Jun-2013 2 661,803 31,905 19,413 20,624 - 4,638,598 - % 2.93% 0.44% 621,204 106.54 106.67 3.32 3.32 0.00 0.00 7.4671 7.48   -62.33%   -60.47% 28-Jun-2013 9.85 9.25 296.69 1.32 0.34% 0.00% 28-Aug-2013 8.30 7.79 250.00 1.11 0.40% 0.00%
31-Dec-2013 29-May-2013 31-Mar-2013 1 633,455 104,538 81,395 54,746 - 4,654,217 - % 12.85% 1.18% 620,702 102.05 102.11 8.82 8.82 0.00 0.00 7.4983 7.50   34.39%   3.35% 29-Mar-2013 9.73 9.53 110.32 1.30 0.91% 0.00% 29-May-2013 10.32 10.11 117.01 1.38 0.85% 0.00%
31-Dec-2012 28-Feb-2013 31-Dec-2012 4 743,948 115,780 95,767 40,737 24,821 4,343,774 60.93% 12.87% 0.94% 620,539 119.89 119.92 6.57 6.57 4.00 4.00 7.0000 7.00   -25.59%   -54.95% 31-Dec-2012 8.70 7.26 132.53 1.24 0.75% 0.46% 28-Feb-2013 8.48 7.07 129.17 1.21 0.77% 0.47%
31-Dec-2012 22-Nov-2012 30-Sep-2012 3 740,879 85,980 68,206 54,745 - 4,525,214 - % 9.21% 1.21% 620,691 119.36 119.42 8.82 8.82 0.00 0.00 7.2906 7.29   4.92%   86.27% 28-Sep-2012 7.70 6.45 87.30 1.06 1.15% 0.00% 22-Nov-2012 7.93 6.64 89.91 1.09 1.11% 0.00%
31-Dec-2012 27-Aug-2012 30-Jun-2012 2 707,228 68,974 54,509 52,178 - 4,528,628 - % 7.71% 1.15% 620,428 113.99 114.00 8.41 8.41 0.00 0.00 7.2992 7.30   -1.50%   -49.90% 29-Jun-2012 6.70 5.88 79.67 0.92 1.26% 0.00% 27-Aug-2012 7.90 6.93 93.94 1.08 1.06% 0.00%
31-Dec-2012 24-May-2012 31-Mar-2012 1 614,994 105,011 84,072 52,973 - 4,437,264 - % 13.67% 1.19% 620,292 99.15 99.13 8.54 8.54 0.00 0.00 7.1535 7.15   -41.42%   -3.71% 30-Mar-2012 6.38 6.43 74.71 0.89 1.34% 0.00% 24-May-2012 6.17 6.22 72.25 0.86 1.38% 0.00%
31-Dec-2011 23-Feb-2012 31-Dec-2011 4 695,317 144,975 122,056 90,425 18,614 4,343,433 20.59% 17.55% 2.08% 620,490 112.06 112.08 14.58 14.58 3.00 3.00 7.0000 7.00   207.67%   -27.51% 30-Dec-2011 5.36 4.78 36.78 0.77 2.72% 0.56% 23-Feb-2012 6.34 5.66 43.50 0.91 2.30% 0.47%
31-Dec-2011 18-Nov-2011 30-Sep-2011 3 765,083 61,380 42,053 29,390 - 4,330,870 - % 5.50% 0.68% 620,042 123.39 123.32 4.74 4.74 0.00 0.00 6.9848 6.98   -71.78%   -49.35% 30-Sep-2011 4.49 3.64 94.73 0.64 1.06% 0.00% 18-Nov-2011 4.32 3.50 91.14 0.62 1.10% 0.00%
31-Dec-2011 25-Aug-2011 30-Jun-2011 2 850,571 143,293 122,725 104,148 - 4,294,631 - % 14.43% 2.43% 620,297 137.12 137.10 16.79 16.79 0.00 0.00 6.9235 6.92   89.30%   361.40% 30-Jun-2011 5.17 3.77 30.79 0.75 3.25% 0.00% 25-Aug-2011 4.70 3.43 27.99 0.68 3.57% 0.00%
31-Dec-2011 31-May-2011 31-Mar-2011 1 798,027 111,407 82,413 55,016 - 4,978,320 - % 10.33% 1.11% 738,469 108.06 128.63 7.45 8.87 0.00 0.00 6.7414 8.02   -55.90%   24.32% 31-Mar-2011 5.33 4.93 71.54 0.79 1.40% 0.00% 31-May-2011 5.19 4.80 69.66 0.77 1.44% 0.00%
31-Dec-2010 24-Feb-2011 31-Dec-2010 4 845,054 178,168 146,252 124,743 29,040 5,808,087 23.28% 17.31% 2.15% 968,014 87.30 136.21 20.11 20.11 3.00 4.68 6.0000 9.36   115.00%   64.48% 30-Dec-2010 5.59 6.40 43.38 0.93 2.31% 0.54% 24-Feb-2011 5.14 5.89 39.89 0.86 2.51% 0.58%
31-Dec-2010 30-Nov-2010 30-Sep-2010 3 802,613 87,249 68,719 58,020 18,616 3,907,631 32.09% 8.56% 1.48% 620,534 129.34 129.37 9.35 9.35 3.00 3.00 6.2972 6.30   157.04%   11.90% 30-Sep-2010 5.25 4.06 56.15 0.83 1.78% 0.57% 30-Nov-2010 5.40 4.17 57.75 0.86 1.73% 0.56%
31-Dec-2010 30-Aug-2010 30-Jun-2010 2 780,675 47,776 37,995 22,572 - 4,610,082 - % 4.87% 0.49% 620,109 125.89 125.84 3.64 3.64 0.00 0.00 7.4343 7.43   -49.00%   -75.26% 30-Jun-2010 6.18 4.91 169.78 0.83 0.59% 0.00% 30-Aug-2010 5.15 4.09 141.48 0.69 0.71% 0.00%
31-Dec-2010 27-May-2010 31-Mar-2010 1 802,113 71,219 54,979 44,255 - 3,852,666 - % 6.85% 1.15% 516,997 155.15 129.29 8.56 7.13 0.00 0.00 7.4520 6.21   -41.65%   -16.41% 31-Mar-2010 6.14 3.96 71.73 0.82 1.39% 0.00% 27-May-2010 5.83 3.76 68.11 0.78 1.47% 0.00%
31-Dec-2009 25-Feb-2010 31-Dec-2009 4 848,935 90,108 87,287 75,840 25,842 3,618,018 34.08% 10.28% 2.10% 516,859 164.25 136.84 12.03 12.22 5.00 4.17 7.0000 5.83   46.27%   793.05% 31-Dec-2009 5.70 3.47 38.85 0.81 2.57% 0.88% 25-Feb-2010 5.60 3.41 38.16 0.80 2.62% 0.89%
31-Dec-2009 19-Nov-2009 30-Sep-2009 3 799,822 87,458 69,027 51,848 25,846 3,861,668 49.85% 8.63% 1.34% 516,929 154.73 128.92 10.03 8.36 5.00 4.17 7.4704 6.22   -43.17%   -56.44% 30-Sep-2009 5.50 3.55 54.84 0.74 1.82% 0.91% 19-Nov-2009 5.68 3.67 56.63 0.76 1.77% 0.88%
31-Dec-2009 27-Aug-2009 30-Jun-2009 2 899,632 159,635 113,214 91,234 - 3,789,596 - % 12.58% 2.41% 516,906 174.04 145.01 17.65 14.71 0.00 0.00 7.3313 6.11   72.32%   -29.78% 30-Jun-2009 5.45 3.13 30.88 0.74 3.24% 0.00% 27-Aug-2009 5.40 3.10 30.59 0.74 3.27% 0.00%
31-Dec-2009 28-May-2009 31-Mar-2009 1 889,918 93,901 67,670 52,943 - 3,638,590 - % 7.60% 1.46% 517,021 172.12 143.44 10.24 8.53 0.00 0.00 7.0376 5.86   583.81%   -30.02% 31-Mar-2009 4.34 2.52 42.38 0.62 2.36% 0.00% 28-May-2009 4.94 2.87 48.24 0.70 2.07% 0.00%
31-Dec-2008 24-Feb-2009 31-Dec-2008 4 1,076,725 -24,204 -27,563 -10,943 31,690 3,669,754 - % -2.56% -0.30% 528,181 203.86 173.56 -2.12 -1.76 6.00 5.11 6.9479 5.92   -109.19%   -114.05% 31-Dec-2008 4.94 2.42 -238.44 0.71 -0.42% 1.21% 24-Feb-2009 4.78 2.34 -230.71 0.69 -0.43% 1.26%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  ehong likes this.
 
great Again, boring stock..
21/03/2018 21:01
great Again, boring stock..
21/03/2018 21:01
great foreign funds have no patience now, they kept selling
21/03/2018 21:02
Fabien Extraordinaire Aberdeen has lost their patience. still selling
04/05/2018 15:43
FAIRnREASONABLE Pleased that 20 sens special dividend was declared in addition to 8 sens usual dividend.
Solid counter for long-term investors.
05/05/2018 21:22
Fabien Extraordinaire yep, its been a while since the management rewarded its loyal shareholders


Posted by FAIRnREASONABLE > May 5, 2018 09:22 PM | Report Abuse

Pleased that 20 sens special dividend was declared in addition to 8 sens usual dividend.
Solid counter for long-term investors.
24/05/2018 14:35
kyy_superinvestor Quarter report released but lower yoy
zzz
30/05/2018 19:17
Choivo Capital Fairly decent set of report. Quite ok.

Im thinking of buying more lol. But really no money.
30/05/2018 21:37
FAIRnREASONABLE Good share price recovery despite general market down.
05/06/2018 23:22
tsohg why forex loss so much at plantation segment in q1 2018?
06/06/2018 23:38
Fabien Extraordinaire added more at 6.50. i like that the BV has grown above RM10 now.
07/06/2018 10:54
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 20:12
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 14:36
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
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
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
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
FAIRnREASONABLE Anyone can comment on the financial impact of the land reclamation in Melaka?
Will it contribute significantly?
10/06/2018 16:25
FAIRnREASONABLE Hotel business in Malaysia is generally not profitable.
I am pleasantly surprised that OHB's hotel division contributes decent profit.
10/06/2018 16:46
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 17:02
Fabien Extraordinaire assets play consists 25% of my portfolio

but these companies must be profitable and at least decent growth
10/06/2018 17:45
Choivo Capital Other than Orient and OSk, what do you have? For net asset plays?
10/06/2018 19:38
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 20:34
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 20:38
Choivo Capital Id suggest you take a look at plenitude, daiman and KSL as well.

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

Insas
11/06/2018 20:18
Choivo Capital Tropicana is also decent.
11/06/2018 20:20
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 20:26
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 20:33
allenroy there is a opportunity to buy in today for this counter
17/07/2018 10:26
allenroy good gain today......still good to pick up
20/07/2018 10:34
allenroy fly high
20/07/2018 10:34
FAIRnREASONABLE Very good quarterly profit of 35.46 sen.
Hope for special dividend again.
29/08/2018 18:28
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
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 23:38
Fabien Extraordinaire Ben Graham or Peter Lynh would have love Oriental.
03/11/2018 09:05
kyy_superinvestor i feel that oriental is going up within six months...cheer..
17/11/2018 16:35
klchai123 cash per share more than rm6
19/11/2018 18:48
Fabien Extraordinaire good results.
BV increased to 10.57

as usual, market continues to ignore Orient
29/11/2018 20:22
RainT lol...market continue ignore ORIENT
25/12/2018 14:45
Veron_teo tp 2
25/12/2018 15:05
Icon8888 dinosaur finally learning to walk

my cost 618
16/01/2019 10:44
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 17:33
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 17:40
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 17:44
klchai123 dividend yield us attractive for low risk counter
26/01/2019 09:42
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 17:44
Icon8888 I rub my eyes in disbelief.
13/02/2019 11:27
Choivo Capital O. Nice. Small position only though.
13/02/2019 13:25
Fabien Extraordinaire wait, once their medical centre starts contributing...
13/02/2019 15:34
Jamie Ng Hello Sifu all, im new to this counter, can i continue to biy into this counter?
15/02/2019 22:54