The journey of finding golden eggs

【Focus Lumber Berhad】- 基本面强劲,是卖还是买?

GoldenEggs
Publish date: Tue, 22 Nov 2016, 12:56 PM

          今年目睹了一宗bursa 惨况,基本面强劲的股票一定赚钱?Focus Lumber Berhad 给了一个很好的教学。从高峰期的RM3到RM1.54, 只用了一年的时间。主要还是盈利下跌的太厉害,而板业一直是一门labour intensive的生意,只是没想到政府的最低薪金和没有减税会让盈利这么大幅跌。
 

           这是考验很多投资者的时候,而我是没有持有FLBHD的股份,现在是壮士断臂的时候了。最好不要留恋,因为好公司有很多,FL 已经两个季度盈利大幅下滑,而我认为最好的做法就是,看错了,承认,move on.

而从基本面来看,FLBHD is close to fully valued,有兴趣者最好还是等待公司盈利明朗化在买。

更正:主要是margin下跌导致盈利下跌,管理层有提到在一定的生产量下,最低薪金没有很大的影响。

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Be the first to like this. Showing 10 of 10 comments

ffforever

Very sad

2016-11-22 13:12

ginvin

good lesson to learn and keep in mind

2016-11-22 13:38

tksw

Golden Egg sifu, Focus Lumber do what oso you mong-ca-ca, still can tok good bad, really a sifu...

2016-11-22 13:41

doock

快点段拉,我要收便宜!!!

2016-11-22 15:54

GoldenEggs

tksw, a lot to learn from you :)

2016-11-22 16:37

GoldenEggs

tksw sifu, i can see you bought a lot of FLBHD, hope you're not hurt too much.....

2016-11-22 16:43

topseeker

flbhd is a golden egg. only short term holder will sell.

2016-11-23 11:59

ELTcap

time shall let the result materializes.cheers

2016-11-23 12:08

tksw

GoldenEggs sifu, FLB not in logging business ler.

2016-11-23 13:19

tksw

GoldenEggs sifu, yes I bot a lot of FLB. 1 lot (100units) 1 lot buy. but I oso sell 1 lot 1 lot. really uy sell a lot. My stock broker like me very much

2016-11-23 20:48

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