YFG, 不像WINTONI。

sometime, kena UMA price continue to hit.

时间剩下15 分钟，

排队买，也许会拿不到YFG。

UMA，
我检查过了在BURSA ，没有中。

还有，YFG 不是ACEMARKET。

所以更好买。

ACE MARKET STOCKS 比较危险。

我有预感，

明天股价更美。

Below rm0.20 很容易被炒上来的。

看来RM0.125 快来到了。

Wintoni's investors is going to YFG.

wintini 's investors are in now.

我建议罢了：还是买MOTHER YFG 好！

YFG-WA 已经追上来了。

今天刚刚才开始，

明天陆续会更加多人加入YFG。

要买入旧趁现在。

说真的，BUY MOTHER BETTER, now still cheap to get in.

YES,FANG111

我觉得明天会更高。

HEVEA 's further informations.
MARGIN EXPANSION ARISING FROM:

1. depreciation cost should fall substantially FY2017, when Line 1 would be fully depreciated
2. Falling glue cost.
3. Potential electricity tariff cut.
4. higher margin product.

76%EPS GROWTH IN FY2015 !
1.FY2014: estimate HEVEA realised RM/US$3.28 Dollar revenues.
2. End FY2015 forecast of RM/US$3.70 ( 可是现在已经发生了）
3. Avg rate of RM/US$ 3.60 ( FY2015-2016 )

FY2015 Forecast Reflect :
1. Gains fr the strong dollar.
2. 5% volume growth.
3. 5% trade discount.
As customers may request if Dollar remain strong
5% ( TO BE CONSERVATIVE ! )

By holding volume growth constant at 5%
FY2015 NET PROFIT to be trade discount & RM/US$

RM3.50 : RM41,688,000
RM3.60: RM53,367,000
RM3.70 : RM65,047,000
(ABOVE IS -5%)

RM3.50 : RM63,203,000
RM3.60: RM75,498,000
RM3.70: RM87,79200
( ABOVE IS 0% ! )

HEVEA's trading at ONLY 4.0x FY2015 PE: 0.7x P/ BV .
( 目前 is most under the RADAR of MOST INSTITUTIONAL INVESTORS )
万一它们一旦入场，股价比你目前想像中还要更高！

rm2.00是迟早是事。

Tomorrow morning I will add additional infos further related future of HEVEA.

当然买入Mother Hevea 来得好。

营业额，净利保持稳固！

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1886837

PARKSON 这支股这个价位值得入场。

(for medium-longer term )

它很容易就反弹。

有时候会有Correction price.

看你什么时候入场。

今天早上可能会大跌，为什么？

因为KLSE 正处于跌势(报章有卖今天)

I still hold.

最新消息！(5:30pm NTV7 NEWS)

美元再度走强，国际油价累计滑落9%!

根据IEA报道，因原油供应过剩。

任何Hevea's investors who want to sell only will attract more

Investors to buy in.

你卖，只会提供机会给他人买入稍微低价一点@Hevea.(买回就高了)

Cimb最后的Cover Report@ TP rm4.16 可能不能在再做标准了

TARGET PRICE unlimited !

GREAT.

http://www.nanyang.com/node/687197?tid=462

可以去HEVEA's i3investor forum 看看...."走走"HEVEA 的info吧，bro sis。

说真的，国际油价不会再像以前处于USD 90 - USD 100 了！

许多投资者从OIL AND GAS CAMPANY 出来了如SKPETRO，UMWOG， SUMATEC， etc

他们大部分都专注于出口公司。

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1899061

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1902353

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1902413

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1900141

http://www.thestar.com.my/Business/Business-News/2015/03/14/Oil-drops-9-percent-on-week-on-stronger-dollar-glut-warning/?style=biz

其实真的是在于 USD 1.00= RM3.50-RM3.60

更何况目前USD1.00= RM3.70 呢。

我对HEVEA 的前景有信心。

相信大家都有读到Cimb cover report 里头的要点。

Kw8888,你可以帮我吗？
把在March 12 的HEVEA's infos repost in forum on next Monday morning?
(我outstation no internet to use )

Hevea 将在拜一吸引更多投资者进场，
(有些会来自VS Investors 因为VS已到达了受限升值空间了)
已经mark 住了HEVEA.

MY remisier already told me included his other customers related HEVEA.

Collect Mother share.

OK，谢谢。

我以为是ex date 的closing price x 10%.

Mean if investor bought 5 lots Texchem,

He wil get 5000 units x 10cent = rm500.

Today price closed at rm1.64.

Ex date today wif 10% div pay.

So rm1.64 x 10% = rm0.164 for every lot of Texchem.
如果是真的，很不错的股+股息。

Correct me if im wrong.

毕竟HEVEA票数在市场上不多了。

我希望今年会有BONUS ISSUE@HEVEA.

wow，Now I only know today Hevea price!

建议：可买入for next coming excellent 1stQR FY2015.
Before Price go to the next higher price.

能去到多高，我们不懂。
就好像今世今日的VS （从RM2.00 到rm4.00 ++ ）

有时我们买股得趁它股价弱，最低谷才进场。
得读COVER REPORT。

目前公司股价已跌近山谷了，

FY2015 will turn to net profit。

CIMB @ full PDF report 里头有提到。

请download 后仔细阅读。
http://klse.i3investor.com/blogs/cimbresearchklse/71675.jsp

可以趁着最近上几个星期前的PRICE CORRECTION 买入。

股价从高峰RM0.40 -RM0.45 跌至RM0.20 左右
可趁着RM0.25 一下买入。

一过了RM0.25， NEXT TP RM0.295。
IF BREAK THROUGHT， TP WILL BE RM0.33.

HEVEA 可说是最受惠USD 走强的股！

别忘了, All Cost Are In RM based.

For FY2014 EPS 都已经30.65 cent 了。

EPS 40 cent -50 cent 指日可待。

（Excited 1st coming QR 2015 )

还有，漏了一些。

If PE 10 ( FV ) with - EPS 54 cent, 股价应该介于RM5.40.
- EPS 64 cent 恐怕能达RM6.40.

如果用PE 13 （ FV）HEVEA -EPS 54 cent ，会升到RM7.03.
- EPS 64 cent， 就能达RM8.30.

以上预测，不是没可能发生在HEVEA 身上。

假设政府设定USD 1.00 = RM3.70 不动 （把它固定在一个兑换率），
这对HEVEA 可说是个一条铺好的道路。

美国经济再度走强，恐怕去到RM3.75 以上，
Msia 政府不设定USD1.00 = RM3.70也不可行。

ALL ABOUT HEVEA.

1. Par Value: RM1.00 （还没有做任何企业活动如 Bonus Issue )

2. Maintain ADD with higher SOP based TP ( RM4.16@CIMB )

3. Potential Catalysts are the continued strenght of US DOLLAR & Margin Expansion
USD 1.00 = RM3.60 exchange rate.( 目前已经是RM3.70 了）

4. Japanese deemed continued to be driven.

5. FY2014 = Estimate RM3.28 = USD 1.00 REVENUE ONLY.

6. Strong Cash flow in FY2015!

7. Will turn Cash Positive by year end to raise dividend substantially more than
90% of revenue is based on USD while ALL COSTS are in RM-based.
Debt are pared down!

8. HEVEA to develop higher MARGIN special products & keep COST LOW.

9. STRONG demand from CHINA & JAPAN.

10. Very Undervalued at 4.0x FY2015 PE &
0.7x P/BV too !

11. Total of shares = 99.4 mil

12. Fully diluted ( FD ) share capital = 141.1 mil

13. Target PE = 10.5x

14. Value of Business ( RM/ share ) = 3.94

15. Outstanding warrant = 42.7 mil

16. Net Cash per share = 0.30

17. TP ( RM/ share ) = RM4.24.

I set forYTLE March as lease rm0.77.

4 weeks or 52 weeks price ranged as high rm2.87 only.

Rm2.87 即将升破!

I already collected 10 lots of HEVEA.

I will also keep only HEVEA for next day and others day too,....

juz only HEVEA.

I wish I able to collect another 5 lots.

Give SUNSURIA a time to run, patient.