most important and interested value in investing is waiting, want earn fast money finally will end with no money.when u invest longer time, u suddenly will know more lesson in investing haha

capital gain enough hehe

klci drop around 35 points, u drop one two sen? bored....

nvm la, dont trust proton, sell only haha

i buy genm i can sleep well everyday, at least imprtant for me haha

today market sentiment only....my friend as proton workers OT everyday, we will get paid well soon

my friend tell me he boss want buy 10 X50 as his company vehicles in year end, so good their employee can drive new cars haha

limit up, my genm boss said

throw leong hup buy teo seng cannot? haha

reach gonna rebound soon

new warrant will limit up based on my previous experience, so guys just buy and hold until given warrant

tp 2 -1.16= 0.84sen.

u look good genm, then buy and hold, u dont look good, then just throw all the shares, so hard meh? haha

《FPI 2018年报》

copy and paste from fb page 蛤蜊先生

日前，FPI2018年报出炉，蛤蜊也大约翻阅，顺便记录自己看到的，方便日后参考。

由于早前在Q4业绩出炉的时候，已写过业绩，所以此次快速总结一下2018年的业绩。

2018年对FPI来说好坏参半，营业额上涨21%，但因为营运成本上涨和美金弱势，导致这家以出口为导向的公司，净利和税前盈利都稍微下滑。

因此，为了应付成本的问题，FPI在年头全购了Formosa Prosonic Technics Sdn Bhd。根据年报，这项收购可以帮助公司的生产链创造价值，同时可以控制成本。

年报中也提到各种会面对的利空因素，如贸易战、原料价格涨、最低薪金涨等等。但公司坦言，这些都是在控制范围内。为了应付这些利空，公司除了继续成本控制之外，也不忘拓展产能。看回之前的文章，FPI管理层预计明年营业额成长15%，这待业绩出炉继续观察。

至于资产负债表方面，PPE增加8.2%至1亿2815万令吉，估计是收购的公司，旗下的工厂、机器等有所增加。

现金方面增加12.4%，至1亿6780万令吉，换算每股现金为0.68。

应收帐款方面也增加不少，达9千322万令吉，比起前期的8千439万令吉，增加约10%，意味着卖出的货多了，自然该收的钱也多了。

虽然还没收的钱多了，但其收款周转天数却进步至61天，过往是65天，意味着收款的效率进步了。

再来是存货方面，存货增加21.66%，至4千767万令吉。虽然存货增加不少，但存货周转天数依然维持在31天，也就是说行情不错，才会囤更多货。反之，存货如果增加，但卖不出，或存货周转天数变长，才会出现问题。因为电子产品淘汰的速度很快，所以不该存太多货，而且货太多，仓库也是笔花费，这是个人观点。

FPI的现金流非常健康，其营运现金流增加几乎1倍，至6千140万令吉。自由现金流增加至3千840万令吉。自由现金流是扣除所有资本开销（CAPEX）后，剩下的可支配现金。

总体来说，FPI的资产负债表健康稳健，目前就只能静待公司的发展，期待产能的贡献。再来就是期待股息的增加。

而且，美金近来也逐渐走强，或许会为FPI带来一些红利。

对了，FPI迎来一名新的30大股东—冷眼，相信冷眼的加入，为FPI的股东打了一剂强心剂吧。

FPI在Q4业绩出炉后，股价跌至1.8左右，然后派了10sen的股息，除权后的股价调整至1.7，昨天又突然升至1.8，也就是说，长持有的股东，这样平白无故的赚了5%的股息呢。

fund manager said tp 2, guys, can trust?

oil up and drop is seasonal phenomena. when oil drop, u buy airasia, but at the same time, airasia already move a lot, while oil up, u buy oil stocks, but at the same time, oil stocks also move a lot, why dont you buy oil stocks when oil drop?u think oil will drop until no tomorrow?think about it, guys. have a nice trade

this week will have another good show, hold and see whats going on!!!have a nice trades guys!!!!

all drops but genm maintain...lol

apple168,next stock is genm u all want to buy after selling hibiscus?is that yours strategy?

apple168, which stock that you holding now?

my dividend already bank in my acoount, thank you genm！！！

lee guan hong and alan wong, i am fully support with you all. Genm is doing business, they know why they need to sell the uk casino, and is not just a simply sell. they have a lot of cash, they no need sell anything also can survive. It just a normal beings done by a businessman.No need to think that GENM SELLING UK CASINO IS A BAD THINGS. for me, i am alredy top up twice and my bullets enough for me to top up few times more. So, I am not worry about GENM.

esos 42sen

no more debt, net cash company...

my avg is 0.515, if qr not good, i gg already haha...

just keep buying and see what happen after 2-3 months, just aim more than 4% fd rate than u is the winner already...

if someone go agm, please let us know the latest news on vis can? thank you very much

yeah, the highest dividend paid over the past years, well done fpi

its depend on market sentiment, some people will panic sell, but i have confidence in this company

monday will drop more ma?excited!!!

GENM management had did a good decision, if this stock drop on Monday, I will top up more and hope will declare more dividend on the next time. Yes!

my advice also keep first haha

drop 3 sen only, too less haha

agree, fabien. some peoples always ignore valuable stocks..

vis also microcaps valuable stocks too haha..

can drop down abit to let me buy more?i regret that i havent buy enough..ish

3.60 by this month...just wait and see..hehe

by the way, if this stock drop more, i will top up 50k for every average down...

this pattern like elkdesa...elkdesa got one people also keep buying..then the stock up about 10%....

orange can...congrat

genm shares buy back again

*copy and paste

活动分享 （2/12）

Flbhd
第二家分析小编选了 Flbhd (富佳木业) 。主要公司管理层都是台湾人。主要的业务有制造和销售胶合板(plywood)，单板(Veneer)，单板层积材(Laminated veneer lumber)。业绩主要贡献来自胶合板，在2017财政年里贡献了近92%的销售额。胶合板主要用于室内装潢，建筑业，家具业和休旅车等。公司产品主要是出口外国，美国占了67%，而韩国占了19%。管理层也透露正在积极把产品带入欧洲国家和泰国。

从基本面分析，Flbhd的基本盘其实也无可挑剔。从上市至今，每年不间断过分派股息，可见其现金流强劲。如果股民们是认购公司 IPO， 以每股0.60 买入的话，长期持有至今，手上的股份已经是免费的了。毕竟公司在这8年来已分派了每股0.65的股息。加上公司是净现金，没有太多负债的问题，短期的不利因素还是可以撑过去的。但还是有几个因素需要留意。由于公司是木材业下游，木材供应短缺会是一个影响生产的因素，还有产品的需求，USD/MYR 汇率，木材价格，员工成本以及短缺问题和运输等等。对于长期投资来说，这家公司绝对不陌生；但对短期投资者来说，尤其是买在2.00-3.00 的投资者来说可是恶梦，毕竟股价从高点大回调跌幅近66%。但如果是在2015年期间买在每股2.00以下的朋友们，几乎已回本了，毕竟现在股价已回稳加上每年的股息。以2018财政年的 Eps- 0.2742，现在PE 为6.1 左右，而股价去到最高每股3.00的时候，当时的PE 为10 左右，相对之下还是挺低的。假设全年股息维持在0.12 以上的话，股息率为7%，相当吸引。如果未来业绩再有突破，股息率去到10% 也不是梦。

从技术面来看，近期股价走势也是有看头的。股价在2018年 8月份已突破200日平均线，现在股价已站稳平均线以上，可看涨。短期股价在上探1.87 阻力，失败后出现回调。短期支撑点有短期上升趋势线和1.40-1.45主要支撑区域。小编视1.40 为关键支撑点，毕竟它是IPO 上市时的最高点，有一定的参考价值。跌破1.40 就得留意。

以上是小编的小小看法。小编对这家公司也深感兴趣，毕竟是家基本面好的公司。假设遇到利好的消息，上升趋势波动也能维持更久一些。存粹分享，买卖自负。

hopes always on tomorrow, guys, cheers!!!!

show is coming...just patient, if feel unsafe, can invest dayang hehe

today klci drop, just steady only..

7000000 shares *0.04 dividend = 280k, he also can use this money buy free shares lagi haha

director also want dividend.... some group say tp 2, dont know true or not...

一朝得志，語無倫次， 當你真的跌倒過了， 輸贏對你來説不重要了

all stocks drop ...market sentiment... captain ur average price how much?

if feel unsafe parking in here, u may try another bull stock haha