https://klse.i3investor.com/blogs/wesharenwetrade/136015.jsp

Not bcoz of nobody is selling above 0.605, is due to limit up 30 sen a day according to Bursa rule.

Based on announcement today, SCGM warrant will be listed tmr. You can see that the issue date is 3 Aug. Hence, I believe same applied on bonus issue (issue date 3 Aug, listing date 9 Aug)

The news is good to hevea and evergreen. The purpose of ban export for rubber wood is to address raw material shortage issue. If this policy helps to resolve this issue, hevea will be beneficial with the adequate raw material supply + lower raw material price (as supply increase, price lower)

谢谢分享这么详细的AGM资讯。

hi CFTrader, thanks for your comment. Great to know that hose need to be changed every 6 to 9 months.

Gen2, thanks for your information! I have mislooked the item between OP and TP. Agreed that this OP most probably come from deposit received from customers.

current PE is around 21.7. If you judge on historical result, you may conclude it as overvalued. However, investor should think at different dimension as well where future prospect is rather more important.

hi Solo, warrant holder (pohuat wb) does not entitle dividend.

Skliew，谢谢你的分享，也让我们在将来分析这家公司时有更多的参考因素。
最后也谢谢你支持我们的文章，有空能多看看我们的部落格并给予评语。

Hi Calvin,
CBIP was major in engineering industry that why the profit margin is higher than pure plantation company. Pros and cons, pure plantation company have more land as assets, and we know the plantation land value will increase in future.
Because of the diversification of business, CBIP can growth with 2 direction, engineering & traditional plantation. That's why we can see currently they expand in special purpose vehicle, and when CPO price go up they benefit on it also.
Hope this company can maintain its steady growth in future.

Skliew你好，感谢你肯和我们多多交流。
还是针对回汇率与净利率的问题：
1. 目前美金只是保持强势并不是越来越高，就不会出现2015年时那种营业额平白无故上涨的“惊喜”。所以现在正是考验公司在没有“美元光环”加持下的生意表现。FLBHD还能持续保持盈利，证明公司还是运作得不错的。
2.净利率的下滑主要也就是你说的2个原因：没有双重扣税和最低工资的提高。
因为这两个因素都是不能直接解决的，比如很难再有双重扣税而工资只会增加不会减少。所以最近3个季度的净利率都在减少中。只有希望透过更优良的生产方式、透过高产能及成本管理才能在将来有效地提升净利率。
另外我也发现您对该公司了解得很深入，欢迎多交流并分享更多的资讯。谢谢。

Skliew,谢谢你的评语与分享，总体分析得很到位。
在这里需要补充的两点是其实从2016年起，FLBHD已经不再享有double tax deduction，所以税务增加是意料中的。
至于外汇方面，2015年时马币兑美金从3.50冲上4.30，有超过半年的时间都在4.00以上。涨幅与2014年比较是14%。而2016年汇率长期保持在4.00以上，变动相对而言比较小了，所以该公司也失去了“汇率优势”。

Hi MC Wei,

I would like to join. This is my portfolio. Thanks.
http://klse.i3investor.com/servlets/pfs/70944.jsp

My pick

BIOHLDG -15%
COMCORP -15%
PRLEXUS -15%
CHINHIN -11%
KERJAYA -12%
SCGM -11%
IBHD -11%
SCICOM -10%

这必杀技真的很绝，那些散户真的欲哭无泪

谢谢大家的意见回馈，下次有机会写Dsonic会多谈生意模式和前景。

补充一下，在这篇文章中有提及44m的cash value，这很可能会让读者们误会这是一家净现金公司，在此需要向各位读者致以万分歉意，其实这44m单纯只是目前公司的现金数量量，切记公司还有58m的短期债务（每年的finance cost差不多1m）

不会吧，一天可以不见15%资金？

谢谢你的支持，有空能来我们部落格及facebook page看看

本地著名的企业就有Nestle, F&N。至于我们有追踪的中小型公司中就有Karex and Spritzer.

kerjaya breaking new high!!!