Yes, there is no doubt at all that EU will not follow what said by WTO.

caused people scare the company will earn too much...haha...this is call 反向投资，会赚钱的公司越要丢，越丢越便宜。等它出了超好的业绩，股价涨了，大家才会越高就越追。

Today price up with higher volume...people start focus on it. Yes...very soon it will .....

Warrant conversion 1.65, mother only 1.54...WA price RM0.445, look a bit over price.

Good earning company....nice to goreng ;)

Do you think KYY may attend the AGM? Hopefully, Latitud's management will announce good news to reward it shareholders...we look for bonus issue and higher dividend payout...

Latitud 管理层应该Proposed 发红股来奖励股东长久的支持，而这又能增加股票流通量。

Yes...Agreed that Latitud currently is the cheapest furniture stock (based on it's PE) that export to USA....it need to unlock it value with bonus issue/ share split / free warrant as what other furniture companies did.

When Pohuat's warrant will be listed on Bursa?

Dividend of 3.84 sen (2.56%) going to ex on 28-Oct. Today top up again after saw it director bought in recently. Good company but too low profile.

What a stupid trading at Last minute sell at 2.04 :(

With it huge order book, we can expect it profit will be increased a lot in 1, 2 years time. Profit increase means the share price will automatically increase as well!

1st target RM0.50. Let's see when it will hit the target.

This company has good earning...but seem a bit low profile...

晋纬控股：蔡永泉仍是控股股东
By Gho Chee Yuan / theedgemarkets.com | June 24, 2015


（吉隆坡24日讯）碳钢紧固件制造商晋纬控股（Chin Well Holdings Bhd ( Financial Dashboard)）今日澄清，公司董事经理蔡永泉仍是持有52.9%的控股股东。

该公司今日发布文告指出，蔡永泉是通过投资控股Benua Handal私人有限公司持有这批股权。

“永泉与配偶的直系亲属及孩子目前一起持有Benua Handal的100%实际股权。这家投资控股持有晋纬控股1亿5830万普通股，相等于2亿9950万股中的52.9%股权。”

该公司表示，蔡永泉和家人之前持有67.4%股权，而胞弟蔡永裕持有余下的32.6%。

文告指出：“在2015年6月22日，永裕成功将Benua Handal的32.6%持股权转移给永泉配偶的直系家属，因此，永裕不再是晋纬的大股东。”

该公司是在6月22日向大马交易所报备，蔡永裕不再是晋纬大股东。

今日文告说：“在该公告发布前，直接持股权仍维持现状。”

截至4时，该股起1仙，或0.67%。报1.51令吉，市值为4亿4930万令吉。

The share price will follow the company's earning. If the coming Q4 results will hit the new record high? Let's wait and see.

Can be expected that Q2 2015 results will be as good as Q1 2015. As exchange rate for USD-RM @ Q2 was reached at all time high and US home sales in good up trends...and this trends will be continued to Q3 2015 as USD will become stronger with Fed expected to rise the interest rate in Sept 2015.

The way it fry the share similar as what it did on Takaso (same boss huh?). Block the price and out of suddent create very big trading volume to attract your attention.

Anyone attend today's AGM? Any good news to share?

Thanks for your good sharing Kai Yee.
Just some doubt why it trade receivable increased from 36.8M in year 2012 to 160.5M in year 2013.

Good earning construction company SYCAL trading at PE below 5 NTA 72 sen & order book also can keep the company busy for 2 years. Aren't this is undervalue company?

完成收購德力集團（TECNIC，9741，主板工業產品組）的星光資源（SKPRES，7155，主板工業產品組），自成功從大客戶Dyson公司手中奪下無線吸塵器合約後，市值於上週突破10億令吉大關。

雖股價上週四上探1令吉零1仙，一些股東可能開始思考是否該趁機套利，畢竟股價已從1年前的37.5仙翻漲約兩倍。

對此，星光資源執行董事顏寶山持有不同意見：“若你問我，我們的旅程才剛開始，收購德力集團的計劃才剛完成，這對我們而言是全新的開始，真正的成長才剛開端。”

顏寶山表示，當公司市值較低時，許多人不會多看一眼；但今天，公司市值已突破10億令吉，這有助公司吸引更多投資者。

顏寶山還透露，星光資源放眼在2017財政年錄取16億令吉的營業額。

“在我們達成目標時，德力集團料可貢獻約3億5千萬令吉營業額，Dyson則預計貢獻8億至8億8千萬令吉，剩餘營業額則來自其他客戶及生意。”

另外，顏寶山表示公司將從10月起替Dyson生產新吸塵器，並預料有關為期5年的新合約，淨賺幅料為8%，並可替2016財政年作出半年的貢獻，或約2億令吉營業額，並在2017年作出4億令吉的營業額貢獻

Break RM1 & marching to the next target RM1.20

Hexza with current price of RM0.87 still very undervalue....

Who know, it may surpass RM1 level very soon...as company want to save it warrant which going to expire in June with conversion price RM1.

yes...I think it's time for LCTH declare again the Dividend to reward shareholder. Shareholders should voice out this in coming AGM if management didn't mention this.

From Q4'2014 report, if use basic EPS 12.62 sen, then with current price: 86 sen, PE => 6.81
If use diluted EPS 11.35 sen, then PE => 7.57

Time to collect slowly I think...PE only 7 now.

Ready to fly higher? Let's monitor tomorrow.

As redtone shareholder, I definately will not sell my shares with 80++ sen.

Sendai is another gem like Mitra?

Finally it able to break 80 sen :) Hope it will say bye to 7x sen from today.

Liihen Q4 results going to release. I think it will post a good Q results + good dividend.

Brent Crude Oil break USD60...Perdana still has huge pontential to move up further.

It shuould not worth only RM1.51. But as target by HLG RM1.91, still room to move up.

The bad results was expected as the oil & gas companies share price already dropped like hell. Thus, the down side is limited. Further more, if oil price can rebound back to > USD60..it's time to accumulated when it further dropped.

One report can make the share price up dramatically...really amazing!

It will marching to RM4 after Q2 results release @ Feb :)

Liihen...One of the excellent Furniture Company in Bursa...It will fly higher upon the Q4 results release..+ declare Final + Special Dividend! It could announce anytime the bonus issue as well....watch out...

I believe Inari will fly higher this time and clear the previous barrier.

The CIMB Analyst wrote in Hovid Report in 1st paragraph:
....We prefer Pharmaniaga for its higher upside....
What a funny comment come out in report that discuseds about Hovid. Really suck 'anal'yst...:)

利兴Q2 2014 业绩出炉
==============

1) Q2 净利RM6.45 mil. EPS = 10.75 sen. EPS保持在双位数
营业额再创新高达RM97.8M，这是历年来最高的单季营业额！

注：这季度已加入火灾的损失RM3.6 mil及保险赔偿RM6.2 mil. 赔偿金多过所损失的数额

2) 宣布派股息3.5 sen，ex-date 9月8日，然后9月26日股息就会自动进户口 。 去年这时候才给1.5 sen。今年肯定会比往年好。

3）Q3 会有资产重估：

“In compliance with the Group’s policy on revaluation of landed properties, it has appointed independent professional valuers to carry out the revaluation exercise in the third quarter of this financial year.”

4）劳工成本增加因为聘请新员工（RM894K），由此估计应该是订单增加中，需要更多的员工来增加产能。那可以预见未来的营业额及盈利持续看涨。
若不是有扣除RM1.5 mil 的Bonus和Incentive的话，这季度的业绩会更好！

“The higher operating expenses in the 2nd quarter 2014 had resulted the lower profit margin generated compared to 1st quarter 2014. The increase of the operating expenses was mainly in the labour cost due to new recruit of workers, and also payment and provision of bonus and incentive which amounted to RM894k and RM1.5m respectively. ”

5）Cash & Cash Equivalent 已来到RM60.4 Mil, 或者等于~RM1.01/Share。 你看得到也拿得到，因为利兴派息如流,每季不中断！

利兴：温故知新篇

1）利兴的营收及成本

=〉2014 Q1 的成本占营业额的82.47%, 这是历年来最低的. 较低的成本就会带来较高的盈利.
=〉2014 Q1 的营业额是历年最高的一季,这代表生意兴隆. 看好2014年营业额将突破2012的高点!

2）利兴的盈利状况

=> 2014 Q1的净盈利达~8千2百万,这是历年来最高的单季净盈利表现! 利润率高达8.66%,历年高点!
=> 2014年净盈利有望突破2012年的纪录，如果接下来的季度也能保持如Q1的营业额及净盈利表现。

3）利兴的安全空间

a)总资产 / 总债务

=〉比例良好! 买了不会担心，晚上一样可以睡得香甜安心.

b) 流动资产 / 流动债务

=> 看到这样漂亮的数据就更加令人可以放心投资了。


4）投资收益

a) ROE 股东回酬率
=> 不用质疑,2014年ROE将如往年般保持在双位数。

b) EPS 每股盈利

=> 2014年Q1 EPS 已达13.76 sen! 全年化可达55sen. 现在的本益比为4.75（股价2.61）
=> 给它个八折的话，全年EPS=44 sen. 现在的本益比为5.93
=> 给它个30%折扣的话，全年EPS=38.5 sen. 现在本益比为6.78
=> 给它个40%折扣的话，全年EPS=33 sen. 现在本益比为7.91


5）现金在手

=> 从2011年开始，它已变成了一只超强的印钞机！！赚到的钱大部份都进到口袋里了。。。太强大了！！
=> RM58.83 Mil 相等于每股现金在手高达RM0.98! 可以理解为何利兴可以季季派息。


6）派息率

=> 2009到2012年，公司拿出~33-41%的净利来派给股东. 而2013年,竟破天荒的派发高达50%的净利！！
=> 2014年Q1派股息4 sen, 如果每季度都派4sen, 全年也有16 sen.以现在股价来计算， 周息率高达6.1%!!

7.总结:

1) 利兴拥有强劲的财务状况，高现金，低负债。营业额及净利在增长的势头。从2011年起，它已变成了一只超强的印钞机！！赚到的钱大部份都进到口袋里了。利兴财源滚滚而来，股东每季收股息乐开怀！再看到股价也步步高升，更是利上加利, 兴兴旺旺！

2)美国经济的复苏，对利兴绝对是好消息。因为利兴的家私主要是出口到美国！以Q1 2014年的数据，83%的营业额是来自出口到美国的贡献。美国经济的复苏也势将令美元走强，美元走强对利兴而言也绝对是项好消息。

3）从2013的年报，利兴已开始另一项投资，那就是橡胶栽种计划。这计划肯定会为利兴的未来带来更多的$$..

“It is delighted to report that PPL Plantations Sdn Bhd, as an effort to venture into upstream activity of the Group, is set to start the planting of rubber wood trees by the appointment of a contractor on 4 March 2014. It will start land clearing in June 2014 with approximately 400 hectares to be planted for the financial year 2014 at an estimated cost of RM5 million.“

4) 从2009年起，利兴的资产没再重估过。2013的年报里提到今年应该会有资产重估。这对利兴也是项利好消息。
“The next valuation shall be conducted not later than 2014 for the entire class of landed properties.”

5) 利兴2014年4月的火灾不足为患，保险赔偿金足以弥补其损失！

6）利兴的总股票发行数量多年来都保持在6千万股，这可能是导致其每日成交量稀疏的主因，也是唯一令人感到不足的。 是时候派红股了吗！发红股除了能增加利兴股票的流通量也势必能增加及反映出其应有的市值！当然，发不发红股也只能看管理层的意愿。身为小股东，我们只能建议加期盼。

注:此分享并没任何买卖建议.看者买卖自负.

难得有一片宁静的天空 :)

fly to at least RM1.70 To catch up to it NTA RM1.77. Insas..I believe you can fly :)

tomorrow Bursa holiday

和气生财。请大家自重。我想大家都一把年纪了，还得空在这里发表一些令人喷饭的言论及互相攻击，实是浪费论坛的资源。。若太得空就该想想如何为自己聚多点口德吧。。。。

Hovid got produce Viagra? Hehe..
New Target Price by RHB...RM0.46..Should able to reach easily.

Q1 Q2
Fresh Fruit Bunch 34522 39,250 up 13.70%
Crude palm oil 15311 19,522 up 27.50%
Palm Kernel 3987 4,714 up 18.23%

Q2 has better production output. The coming Q2 results for Cepat should be slighly better or at least maintain as Q1 due to lower CPO price during Q2 compare to Q1.

Good show today...Any good news to be released??