Highlights
KLSE: POHUAT (7088)       POH HUAT RESOURCES HOLDINGS BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
1.68   +0.01 (0.60%)  1.68 - 1.69  20,100
Analyze this stock with MQ Trader system

Financials


Market Cap: 468 Million

Market Cap 468 Million
NOSH 278 Million

Latest Audited Result:  31-Oct-2020

Latest Audited Result: 31-Oct-2020
Announcement Date 25-Feb-2021
Next Audited Result: 31-Oct-2021
Est. Ann. Date: 25-Feb-2022
Est. Ann. Due Date: 29-Apr-2022

Latest Quarter:  31-Oct-2020 [#4]

Latest Quarter: 31-Oct-2020 [#4]
Announcement Date 23-Dec-2020
Next Quarter: 31-Jan-2021
Est. Ann. Date: 26-Mar-2021
Est. Ann. Due Date: 01-Apr-2021
QoQ | YoY   91.44%  |    48.90%

Annual (Unaudited) ( EPS: 18.65, P/E: 9.01 )

Revenue | NP to SH 659,505  |  51,910
RPS | P/RPS 236.98 Cent  |  0.71
EPS | P/E | EY 18.65 Cent  |  9.01  |  11.10%
DPS | DY | Payout % 7.76 Cent  |  4.62%  |  41.61%
NAPS | P/NAPS 1.57  |  1.07
YoY   1.99%
NP Margin | ROE 7.87%  |  11.88%
F.Y. | Ann. Date 31-Oct-2020  |  23-Dec-2020

T4Q Result ( EPS: 18.65, P/E: 9.01 )

Revenue | NP to SH 659,506  |  51,911
RPS | P/RPS 236.98 Cent  |  0.71
EPS | P/E | EY 18.65 Cent  |  9.01  |  11.10%
DPS | DY | Payout % 7.62 Cent  |  4.54%  |  40.88%
NAPS | P/NAPS 1.57  |  1.07
QoQ | YoY   16.24%  |    1.99%
NP Margin | ROE 7.87%  |  11.88%
F.Y. | Ann. Date 31-Oct-2020  |  23-Dec-2020

Annualized Result ( EPS: 18.65, P/E: 9.01 )

Revenue | NP to SH 659,505  |  51,910
RPS | P/RPS 236.98 Cent  |  0.71
EPS | P/E | EY 18.65 Cent  |  9.01  |  11.10%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   30.53%  |    1.99%
NP Margin | ROE 7.87%  |  11.88%
F.Y. | Ann. Date 31-Oct-2020  |  23-Dec-2020


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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-Oct-2020 23-Dec-2020 31-Oct-2020 4 216,718 28,168 22,083 22,083 9,600 436,794 43.47% 10.19% 5.06% 240,010 90.30 77.87 9.20 7.93 4.00 3.45 1.8199 1.57   91.44%   48.90% 30-Oct-2020 1.77 1.96 19.24 0.97 5.20% 2.26% 23-Dec-2020 1.78 1.97 19.35 0.98 5.17% 2.25%
31-Oct-2020 15-Sep-2020 31-Jul-2020 3 132,808 13,737 11,535 11,535 9,315 387,796 80.76% 8.69% 2.97% 232,897 57.02 47.72 5.00 4.14 4.00 3.35 1.6651 1.39   65.88%   2.36% 30-Jul-2020 1.20 2.10 24.23 0.72 4.13% 3.33% 15-Sep-2020 1.38 2.42 27.86 0.83 3.59% 2.90%
31-Oct-2020 23-Jun-2020 30-Apr-2020 2 121,179 9,282 6,954 6,954 - 378,953 - % 5.74% 1.84% 230,619 52.55 43.54 3.02 2.50 0.00 0.00 1.6432 1.36   -38.67%   -27.07% 30-Apr-2020 0.945 1.80 31.34 0.58 3.19% 0.00% 23-Jun-2020 1.04 1.98 34.49 0.63 2.90% 0.00%
31-Oct-2020 26-Mar-2020 31-Jan-2020 1 188,801 14,303 11,339 11,339 2,302 368,090 20.31% 6.01% 3.08% 230,258 82.00 67.84 4.92 4.07 1.00 0.83 1.5986 1.32   -23.55%   -25.71% 31-Jan-2020 1.35 1.65 27.41 0.84 3.65% 0.74% 26-Mar-2020 0.78 0.95 15.84 0.49 6.31% 1.28%
31-Oct-2019 31-Dec-2019 31-Oct-2019 4 192,081 19,903 14,836 14,831 4,526 368,956 30.52% 7.72% 4.02% 226,312 84.87 69.02 6.55 5.33 2.00 1.63 1.6303 1.33   31.61%   -28.90% 31-Oct-2019 1.51 1.78 23.04 0.93 4.34% 1.32% 31-Dec-2019 1.52 1.79 23.19 0.93 4.31% 1.32%
31-Oct-2019 20-Sep-2019 31-Jul-2019 3 164,845 13,813 11,268 11,269 4,426 345,746 39.28% 6.84% 3.26% 221,320 74.48 59.23 5.09 4.05 2.00 1.59 1.5622 1.24   18.19%   22.49% 31-Jul-2019 1.50 2.01 29.46 0.96 3.39% 1.33% 20-Sep-2019 1.57 2.11 30.83 1.00 3.24% 1.27%
31-Oct-2019 27-Jun-2019 30-Apr-2019 2 147,013 11,972 9,534 9,535 4,406 336,757 46.21% 6.49% 2.83% 220,319 66.73 52.83 4.33 3.43 2.00 1.58 1.5285 1.21   -37.53%   -12.02% 30-Apr-2019 1.54 2.31 35.58 1.01 2.81% 1.30% 27-Jun-2019 1.56 2.34 36.05 1.02 2.77% 1.28%
31-Oct-2019 15-Mar-2019 31-Jan-2019 1 197,058 18,448 15,261 15,263 - 330,033 - % 7.74% 4.62% 219,905 89.61 70.81 6.94 5.48 0.00 0.00 1.5008 1.19   -26.83%   144.60% 31-Jan-2019 1.51 1.69 21.76 1.01 4.60% 0.00% 15-Mar-2019 1.60 1.79 23.05 1.07 4.34% 0.00%
31-Oct-2018 12-Dec-2018 31-Oct-2018 4 189,508 26,369 21,132 20,860 4,391 316,985 21.05% 11.15% 6.58% 219,565 86.31 68.09 9.50 7.50 2.00 1.58 1.4437 1.14   126.74%   16.92% 31-Oct-2018 1.46 1.69 15.37 1.01 6.51% 1.37% 12-Dec-2018 1.48 1.71 15.58 1.03 6.42% 1.35%
31-Oct-2018 26-Sep-2018 31-Jul-2018 3 144,997 10,502 9,203 9,200 - 298,476 - % 6.35% 3.08% 219,565 66.04 52.10 4.19 3.31 0.00 0.00 1.3594 1.07   -15.11%   -4.72% 31-Jul-2018 1.49 2.26 35.56 1.10 2.81% 0.00% 26-Sep-2018 1.43 2.17 34.13 1.05 2.93% 0.00%
31-Oct-2018 26-Jun-2018 30-Apr-2018 2 125,530 12,646 10,831 10,838 4,391 297,905 40.52% 8.63% 3.64% 219,565 57.17 45.11 4.94 3.89 2.00 1.58 1.3568 1.07   73.69%   2.21% 30-Apr-2018 1.23 2.15 24.92 0.91 4.01% 1.63% 26-Jun-2018 1.28 2.24 25.93 0.94 3.86% 1.56%
31-Oct-2018 19-Mar-2018 31-Jan-2018 1 161,891 8,012 6,100 6,240 - 287,555 - % 3.77% 2.17% 219,441 73.77 58.17 2.84 2.24 0.00 0.00 1.3104 1.03   -65.02%   -64.69% 30-Jan-2018 1.56 2.11 54.86 1.19 1.82% 0.00% 19-Mar-2018 1.52 2.06 53.45 1.16 1.87% 0.00%
31-Oct-2017 20-Dec-2017 31-Oct-2017 4 171,684 21,827 18,291 17,841 6,409 284,985 35.93% 10.65% 6.26% 213,664 80.35 61.69 8.35 6.41 3.00 2.30 1.3338 1.02   84.77%   -6.39% 31-Oct-2017 2.01 2.50 24.07 1.51 4.15% 1.49% 20-Dec-2017 1.74 2.17 20.84 1.30 4.80% 1.72%
31-Oct-2017 25-Sep-2017 31-Jul-2017 3 151,479 11,673 9,479 9,656 6,408 273,657 66.37% 6.26% 3.53% 213,628 70.91 54.43 4.52 3.47 3.00 2.30 1.2810 0.98   -8.94%   -3.37% 31-Jul-2017 1.92 2.71 42.48 1.50 2.35% 1.56% 25-Sep-2017 1.96 2.76 43.36 1.53 2.31% 1.53%
31-Oct-2017 14-Jun-2017 30-Apr-2017 2 127,647 14,212 10,487 10,604 - 265,331 - % 8.22% 4.00% 213,478 59.79 45.87 4.97 3.81 0.00 0.00 1.2429 0.95   -39.99%   173.51% 28-Apr-2017 1.83 3.06 36.84 1.47 2.71% 0.00% 14-Jun-2017 1.89 3.16 38.05 1.52 2.63% 0.00%
31-Oct-2017 22-Mar-2017 31-Jan-2017 1 163,459 19,502 17,520 17,670 4,269 265,630 24.16% 10.72% 6.65% 213,478 76.57 58.73 8.28 6.35 2.00 1.53 1.2443 0.95   -7.28%   25.00% 31-Jan-2017 1.85 2.42 22.35 1.49 4.47% 1.08% 22-Mar-2017 2.01 2.63 24.28 1.62 4.12% 1.00%
31-Oct-2016 22-Dec-2016 31-Oct-2016 4 152,049 24,698 19,002 19,058 4,269 243,294 22.40% 12.50% 7.83% 213,472 71.23 54.63 8.93 6.85 2.00 1.53 1.1397 0.87   90.71%   20.23% 31-Oct-2016 1.57 2.20 17.59 1.38 5.69% 1.27% 22-Dec-2016 1.68 2.36 18.82 1.47 5.31% 1.19%
31-Oct-2016 26-Sep-2016 31-Jul-2016 3 125,647 12,239 9,956 9,993 4,270 226,123 42.74% 7.92% 4.42% 213,525 58.84 45.15 4.68 3.59 2.00 1.53 1.0590 0.81   157.75%   -5.97% 29-Jul-2016 1.49 2.53 31.84 1.41 3.14% 1.34% 26-Sep-2016 1.53 2.60 32.69 1.44 3.06% 1.31%
31-Oct-2016 30-Jun-2016 30-Apr-2016 2 106,464 5,458 3,774 3,877 4,260 216,515 109.89% 3.54% 1.79% 213,021 49.98 38.26 1.82 1.39 2.00 1.53 1.0164 0.78   -72.57%   -14.40% 29-Apr-2016 1.51 3.02 82.97 1.49 1.21% 1.32% 30-Jun-2016 1.54 3.08 84.62 1.52 1.18% 1.30%
31-Oct-2016 22-Mar-2016 31-Jan-2016 1 151,058 16,219 14,031 14,136 4,270 221,948 30.21% 9.29% 6.37% 213,534 70.74 54.28 6.62 5.08 2.00 1.53 1.0394 0.80   -10.82%   72.85% 29-Jan-2016 1.68 2.37 25.38 1.62 3.94% 1.19% 22-Mar-2016 1.46 2.06 22.05 1.40 4.53% 1.37%
31-Oct-2015 31-Dec-2015 31-Oct-2015 4 140,179 19,887 15,584 15,851 4,266 213,615 26.92% 11.12% 7.42% 213,337 65.71 50.37 7.43 5.70 2.00 1.53 1.0013 0.77   49.14%   43.46% 30-Oct-2015 1.49 2.27 20.05 1.49 4.99% 1.34% 31-Dec-2015 2.05 3.12 27.59 2.05 3.62% 0.98%
31-Oct-2015 14-Sep-2015 31-Jul-2015 3 112,497 12,153 10,491 10,628 3,201 196,500 30.12% 9.33% 5.41% 106,706 105.43 40.42 9.96 3.82 3.00 1.15 1.8415 0.71   134.67%   173.78% 31-Jul-2015 2.82 2.67 28.31 1.53 3.53% 1.06% 14-Sep-2015 2.90 2.75 29.12 1.57 3.43% 1.03%
31-Oct-2015 29-Jun-2015 30-Apr-2015 2 96,164 5,333 4,414 4,529 3,204 189,075 70.75% 4.59% 2.40% 106,816 90.03 34.55 4.24 1.63 3.00 1.15 1.7701 0.68   -44.62%   77.05% 30-Apr-2015 1.99 2.21 46.93 1.12 2.13% 1.51% 29-Jun-2015 2.10 2.33 49.53 1.19 2.02% 1.43%
31-Oct-2015 19-Mar-2015 31-Jan-2015 1 105,093 10,000 8,089 8,178 - 185,862 - % 7.70% 4.40% 106,762 98.44 37.76 7.66 2.94 0.00 0.00 1.7409 0.67   -25.98%   29.52% 30-Jan-2015 1.75 1.78 22.85 1.01 4.38% 0.00% 19-Mar-2015 2.30 2.34 30.03 1.32 3.33% 0.00%
31-Oct-2014 24-Dec-2014 31-Oct-2014 4 108,116 13,343 10,943 11,049 5,337 171,681 48.31% 10.12% 6.44% 106,753 101.28 38.85 10.35 3.97 5.00 1.92 1.6082 0.62   184.62%   4.40% 31-Oct-2014 1.33 1.31 12.85 0.83 7.78% 3.76% 24-Dec-2014 1.30 1.28 12.56 0.81 7.96% 3.85%
31-Oct-2014 10-Sep-2014 31-Jul-2014 3 89,119 4,372 3,764 3,882 3,217 165,274 82.87% 4.22% 2.35% 107,237 83.10 32.02 3.62 1.39 3.00 1.16 1.5412 0.59   51.76%   205.67% 31-Jul-2014 1.33 1.60 36.74 0.86 2.72% 2.26% 10-Sep-2014 1.39 1.67 38.40 0.90 2.60% 2.16%
31-Oct-2014 18-Jun-2014 30-Apr-2014 2 84,430 3,431 2,509 2,558 - 166,023 - % 2.97% 1.54% 107,029 78.88 30.34 2.39 0.92 0.00 0.00 1.5512 0.60   -59.49%   1,740.29% 30-Apr-2014 1.26 1.60 52.72 0.81 1.90% 0.00% 18-Jun-2014 1.26 1.60 52.72 0.81 1.90% 0.00%
31-Oct-2014 20-Mar-2014 31-Jan-2014 1 95,508 7,107 6,256 6,314 - 164,721 - % 6.55% 3.83% 107,198 89.09 34.32 5.89 2.27 0.00 0.00 1.5366 0.59   -40.34%   32.01% 30-Jan-2014 1.03 1.16 17.49 0.67 5.72% 0.00% 20-Mar-2014 1.48 1.66 25.13 0.96 3.98% 0.00%
31-Oct-2013 31-Dec-2013 31-Oct-2013 4 101,334 10,047 10,322 10,583 5,355 157,095 50.61% 10.19% 6.74% 107,115 94.60 36.41 9.89 3.80 5.00 1.92 1.4666 0.56   733.31%   21.88% 31-Oct-2013 0.735 0.78 7.44 0.50 13.44% 6.80% 31-Dec-2013 1.00 1.06 10.12 0.68 9.88% 5.00%
31-Oct-2013 30-Sep-2013 31-Jul-2013 3 90,906 2,599 1,295 1,270 - 146,733 - % 1.42% 0.87% 106,722 85.18 32.66 1.19 0.46 0.00 0.00 1.3749 0.53   813.67%   -76.09% 31-Jul-2013 0.595 0.70 50.00 0.43 2.00% 0.00% 30-Sep-2013 0.61 0.72 51.26 0.44 1.95% 0.00%
31-Oct-2013 27-Jun-2013 30-Apr-2013 2 70,751 625 179 139 - 147,201 - % 0.25% 0.09% 106,923 66.17 25.42 0.13 0.05 0.00 0.00 1.3767 0.53   -97.09%   113.24% 30-Apr-2013 0.465 0.70 357.69 0.34 0.28% 0.00% 27-Jun-2013 0.595 0.90 457.69 0.43 0.22% 0.00%
31-Oct-2013 20-Mar-2013 31-Jan-2013 1 94,980 6,242 4,781 4,783 - 148,519 - % 5.03% 3.22% 107,002 88.76 34.13 4.47 1.72 0.00 0.00 1.3880 0.53   -44.92%   115.16% 31-Jan-2013 0.425 0.48 9.51 0.31 10.52% 0.00% 20-Mar-2013 0.46 0.52 10.29 0.33 9.72% 0.00%
31-Oct-2012 27-Dec-2012 31-Oct-2012 4 112,457 9,501 8,458 8,683 2,160 108,008 24.88% 7.52% 8.04% 108,008 104.12 40.41 8.03 3.12 2.00 0.78 1.0000 0.39   63.46%   520.66% 31-Oct-2012 0.40 0.38 4.98 0.40 20.10% 5.00% 27-Dec-2012 0.38 0.36 4.73 0.38 21.16% 5.26%
31-Oct-2012 27-Sep-2012 31-Jul-2012 3 102,204 5,853 5,277 5,312 - 134,408 - % 5.16% 3.95% 107,967 94.66 36.72 4.92 1.91 0.00 0.00 1.2449 0.48   605.90%   20.13% 31-Jul-2012 0.37 0.39 7.52 0.30 13.30% 0.00% 27-Sep-2012 0.39 0.41 7.93 0.31 12.62% 0.00%
31-Oct-2012 28-Jun-2012 30-Apr-2012 2 92,679 -942 -1,048 -1,050 - 130,037 - % -1.13% -0.81% 108,247 85.62 33.30 -0.97 -0.38 0.00 0.00 1.2013 0.47   -147.23%   -17.98% 30-Apr-2012 0.39 0.46 -40.21 0.32 -2.49% 0.00% 28-Jun-2012 0.38 0.44 -39.18 0.32 -2.55% 0.00%
31-Oct-2012 13-Mar-2012 31-Jan-2012 1 84,679 2,512 2,155 2,223 - 130,466 - % 2.54% 1.70% 107,912 78.47 30.43 2.06 0.80 0.00 0.00 1.2090 0.47   58.90%   239.91% 31-Jan-2012 0.39 0.50 18.93 0.32 5.28% 0.00% 13-Mar-2012 0.38 0.48 18.45 0.31 5.42% 0.00%
31-Oct-2011 29-Dec-2011 31-Oct-2011 4 95,615 -513 1,424 1,399 2,256 130,524 161.29% 1.49% 1.07% 112,822 84.75 34.36 1.24 0.50 2.00 0.81 1.1569 0.47   -68.36%   -21.93% 31-Oct-2011 0.415 0.49 33.47 0.36 2.99% 4.82% 29-Dec-2011 0.40 0.47 32.26 0.35 3.10% 5.00%
31-Oct-2011 29-Sep-2011 31-Jul-2011 3 94,557 4,475 4,466 4,422 - 128,476 - % 4.72% 3.44% 113,384 83.39 33.98 3.90 1.59 0.00 0.00 1.1331 0.46   596.85%   -18.05% 29-Jul-2011 0.42 0.50 10.77 0.37 9.29% 0.00% 29-Sep-2011 0.40 0.48 10.26 0.35 9.75% 0.00%
31-Oct-2011 23-Jun-2011 30-Apr-2011 2 75,079 -955 -827 -890 - 125,050 - % -1.10% -0.71% 112,658 66.64 26.98 -0.79 -0.32 0.00 0.00 1.1100 0.45   -236.09%   -191.75% 29-Apr-2011 0.49 0.74 -62.03 0.44 -1.61% 0.00% 23-Jun-2011 0.45 0.68 -56.96 0.41 -1.76% 0.00%
31-Oct-2011 22-Mar-2011 31-Jan-2011 1 94,039 758 583 654 - 130,766 - % 0.62% 0.50% 112,758 83.40 33.79 0.58 0.23 0.00 0.00 1.1597 0.47   -63.50%   -74.52% 31-Jan-2011 0.45 0.54 77.59 0.39 1.29% 0.00% 22-Mar-2011 0.45 0.54 77.59 0.39 1.29% 0.00%

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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  14 people like this.
 
bullrun1985 no wonder Liihen like sky fall this morning
19/02/2021 12:31 PM
Flying Fox Disappointed result for Liihen, revenue up but cost went up even faster

Shipping costs increased 3 times compared to last year, shipping fee is still at peak, short term no chance to go down. So cost will continue to be higher & lower margin will be for the next Q
19/02/2021 1:42 PM
Flying Fox Pohuat had hinted in the previous quarter that they are facing the same issue, sky rocketed shipping fee.

Better get ready for not so good result from Pohuat and BRACE FOR FALL TOO
19/02/2021 1:45 PM
Flying Fox Worth to take note that Pohuat has been running at 94~98% capacity for Malaysia & Vietnam factories.

USD weak & NOT heard from management that selling price goes up.

So, Upside is near the ceiling, not much room.

But downside is comparatively much larger room. If you reach the ceiling, where can you go next?

Normally stay there, or worse, anytime fall
19/02/2021 1:49 PM
Flying Fox Seem like no reason to go up, next reasonable TP should be current price or LOWER PRICE.
19/02/2021 1:51 PM
Flying Fox Don’t say like that to Liihen, later you will say in Liihen forum the same for Pohuat.

My 2 cents advice is Pohuat will join Liihen soon, they are abang adik mah.

bullrun1985 no wonder Liihen like sky fall this morning
19/02/2021 12:31 PM
19/02/2021 1:56 PM
bullrun1985 i bought some at 1.67 this morning
19/02/2021 3:03 PM
Derrick Gan @Flying fox, FYI , for most of furniture manufacturer , shipment cost was borne by buyer not seller. Therefore, shipment cost will not affect. From there report, higher material cost and labour cost affect their profit, YoY revenue drop was due to shipment unable to ship out due to container shortage.
Anyway, market had react on both share price on Liihen and Pohuat.
19/02/2021 3:09 PM
Flying Fox thank you for enlightening about the shipping cost, Derrick Gan
19/02/2021 3:23 PM
Flying Fox I will still stick to my opinion that the sales of Pohuat has reached the ceiling due to limitation of production capacity.
19/02/2021 3:26 PM
Flying Fox Any price below RM1.60 is safe to go in, any price above RM1.80 is reaching ceiling.
19/02/2021 3:27 PM
Derrick Gan Flying Fox, agreed but on short terms only. FYI , most of furniture industries order able to get full capacity order for whole year 2021. therefore ,if their capacity can be same as last qtr(EPS = 0.09). Whole 4 qtr EPS should be around 0.06 to 0.09. Total 4 qtr can be 0.22 - 0.28 , PE will be very low, therefore in long run maybe can hit 2.00 to 2.20.
19/02/2021 3:42 PM
zen_2k And where did u find out that Pohuat is running at 94~98% capacity? Pls do enlighten, would very much appreciate the data
20/02/2021 5:33 PM
zen_2k that was why i was wondering last quarter, why no funding allocated for expansion plan instead? Long run 5 years down the road, management dont foresee growth in furniture market huh?
20/02/2021 5:35 PM
zen_2k I think they factored in workers covid test cost and medical cost into production cost kot, such costs should be borne by company if not full but also partially?
20/02/2021 5:36 PM
zen_2k anyways market reacted very little on pohuat for now, so if qr unsatisfying pohuat still gt room for fall, but ill be looking forward to accumulating another batch, still eyeing rm2ish TP in the mid term
20/02/2021 5:37 PM
zen_2k the calculation is simple, if there is alrdy a good orderbook for next few quarters, then there should at least be some modest revenue and profit. Last quarter was 9.2 EPS.

Let's say next 4 quarters 5+6+5+7 (assuming next qr not good due to worker contracting covid, additional costs etc; middle 2 quarters average-ish; and year-end quarter slightly good as that is the trend every year) total EPS is 23cents. Let's say we maintain a PE of 9. PE * EPS = Price, so 0.23*9 = 2.07. If PE 8 1.84.

The pros of investing in boring stock. Easy calculation lol. Id say 1.7 is fair value at this point. Any price below 1.6 is undervalue. Mid-long term TP rm2+ no problem.
20/02/2021 5:50 PM
Derrick Gan @zen_2k, this is calculation I invested in this counter. Meanwhile, I am in this industry and i know current trend.
If eye for short term, current price was quite boring.
If eye for longer terms(what i mean with 1year), it had room to growth
22/02/2021 8:27 AM
zen_2k Thx Derrick, lets sit tight and watch the show
22/02/2021 1:06 PM
yfchong It gets 1.50.... can add more.
23/02/2021 7:32 AM
bullrun1985 anyone can tell me why Liihen drop like water fall this few days
23/02/2021 9:40 AM
zen_2k bad qr @Liihen
23/02/2021 11:20 AM
bullrun1985 Liihen still earn but less than previous quarter
23/02/2021 11:33 AM
zen_2k so price worse than previous 3 months shrug
24/02/2021 12:01 PM
yfchong Mati liao 2 cts dividend
24/02/2021 6:16 PM
zen_2k yf?
24/02/2021 7:03 PM
yfchong Down trend now....?
25/02/2021 6:45 AM
Derrick Gan @yfchong, 2 cts per qtr dividend, 4 qtr = 8 cts, Dividend yield = 0.08/1.65 = 4.8%, still consider quite good in long terms. Why mati ?
25/02/2021 8:25 AM
zen_2k low-key think yfchong here to spread fear je

didnt hit my entry price of 1.6... oh well
25/02/2021 2:57 PM
zen_2k AR is out, happy reading https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3132341
26/02/2021 12:11 AM
yfchong 1.50 ok lah
01/03/2021 2:50 PM
bullrun1985 pohuat roller coaster towards 1.50???
01/03/2021 2:50 PM
yfchong Bull eyes... 1.50 hit then keeps in freezer for a year earning dividends 2 cts per Q....
01/03/2021 3:41 PM
yfchong Not too ambitious...... what crap lah....
01/03/2021 3:42 PM
zen_2k chilllah, just accumulate a small batch, keep in mind now downtrend dun fight the wave, in the long run still healthy, if fill dao 1.5 i alrdy put aside money to acquire a larger batch :3
01/03/2021 4:01 PM
Bamboo Green Already Read AR, doesn’t give much pictures on exactly what is the current status of the company, except giving big pictures on the global & us market news
01/03/2021 9:29 PM
Bamboo Green So can’t predict how will be coming QR (Jan)
01/03/2021 9:33 PM
Bamboo Green Can only have faith with the management
01/03/2021 9:33 PM
lcng123 Sales for coming QR should be good but earnings may eroded by high shipping cost
02/03/2021 12:56 PM
lcng123 Look at Liihen latest QR as at 31 Dec 2020, YoY revenue increased 25% but gross profit dropped 3%. QoQ revenue dropped 6.4% but gross profit dropped 30%. Shipping cost is main factor for exporters
02/03/2021 1:06 PM
Derrick Gan Furniture order still hot!, Coming qtr EPS maybe will be a bit lower(normal for 1 qtr(Nov-Jan)). Short term maybe would see price move between 1.5x to 1.7x for 3 to 4 months.
02/03/2021 1:18 PM
Bamboo Green FOB stands for “free on board” or “freight on board” and is a designation that is used to indicate when liability and ownership of goods is transferred from a seller to a buyer.

Free on Board:

Free on board indicates whether the seller or the buyer is liable for goods that are damaged or destroyed during shipping. When used with an identified physical location, the designation determines which party has responsibility for the payment of the freight charges and at what point title for the shipment passes from the seller to the buyer.

In international shipping, for example, “FOB [name of originating port]” means that the seller (consignor) is responsible for transportation of the goods to the port of shipment and the cost of loading. The buyer (consignee) pays the costs of ocean freight, insurance, unloading, and transportation from the arrival port to the final destination. The seller passes the risk to the buyer when the goods are loaded at the originating port.
02/03/2021 7:56 PM
zen_2k Anyone planning on joining Pohuat AGM on 29th April?
03/03/2021 5:13 PM
bullrun1985 Any online AGM
03/03/2021 10:58 PM
zen_2k no they going physical, in Malacca
03/03/2021 11:53 PM
yfchong 29 april can eat chicken rice balls
04/03/2021 9:55 AM
bullrun1985 covid everywhere, still wanna do physical? online and give us touch and go rm50
04/03/2021 10:08 AM
zen_2k old sch directors i guess, btw y the price suddenly go slightly strong?
04/03/2021 4:07 PM
bullrun1985 tomorrow sure drop back, dont buy first
04/03/2021 4:14 PM
zen_2k ik i wont xD
04/03/2021 4:52 PM