Grow up, ppl. We have invested so much money hence we should spend time digging more facts to share. Not spending time playing hide&seek.

The recent pp is used to pay up some borrowing. I guess is the foreign currency borrowing. Might be less than 13% now.

@lenglui. Only 13% of Hevea borrowings is in USD. The rest is in RM. It's stated in note22 2013 annual report! Correct me if i m wrong.

CASH DUN LIE!!!!!!!!

U can disbelieve anythingbut CASH!!!

One of the reason Hevea having low growth in earning is because of it high PPE depreciation. Notice that the current tax rate is only 6%, meaning that Hevea's accountant has depreciated large amt of earning, leading to low earning growth. But depreciation is non cash item that will be added back to cash flow statement. It cash flow is fantastic. BUY!

Early birds all get trapped.

Good qr? How good is good? Does the good qr support current share price?

Not as good as it claimed (20mil revenue). Only 16.7 mil.

Besides FA also have to see "taiko" mood la. So many good FA stocks are hybernating. FA fairly ok will do. If taiko still in Hevea sure will move.

lenglui auntie. I bet a date with U. By feb26 2015 hit $2.

lenglui :Please include the warrant into calculation of PE.. Then u will realize that actually hevea is not cheap

Warrant has time value. Investor are not so foolish to ex the warrant since warrant is far from maturity. Using fully dilluted EPS for PE calculation is meaningless. Right, using PE comparison to other companies without warrant will give Hevea some advantage. That's way PE comparison has it's flaw. What we can do is to find out value of warrant using option pricing model. Then we subtract the warrant value from the mother share intrinsic value.

From financial note B8 the loan amounting to 87.8mil is in RM. Where got USD? Pls advise.

lenglui example
Loan outstanding as at 31 Dec 13 USD 100 mio .. Exchange rate 3.3 .. Loan in Balance Sheet RM 330 mio
Loan outstanding as at 31 Dec 13 USD 100 mio .. Exchange rate 3.5 .. Loan in Balance Sheet RM 350 mio ... FX Loss RM 20 mio

The latest outstanding loan is 87.8mil. You're exaggerating the loan issue.

The lower Eps 5.85 is due to private placement; additional 9.04mil in sahe capital. So no. of share increased from 99.44mil from 90.4mil. That is non recurring event. No problem. RIGHT! Cash flow is fantastic. It's finance cost also reduced significantly! Once it paid up debt might pay more dividend. Or increase share capital and give bonus share!!!!!

Still need more. Anyway. 不可强求。

Hopefully 2morrow won gap up.

Either something wrong is going on or the poorly informed seller sold on false news.

the 1000 is not for show. it's for sale.

look at the last minute vol. 2morrow break out.

who put 1000 at 1.74???? fishy fishy .....

I'm ready to shoot any time.

Tomorrow gap up then throw all the way down?

below 1.75. clear. tq.

I got my gun loaded. Just waiting for order to shoot.

@saltedfish. Any insight to share?

2.05 was before global market correction. I think it is fairer to say from 1.9 to 1.75. Almost 8% drop.

1.27 is way bellow it's NNWC value. U didn't buy expensive. U just bought not as cheap as some ppl did.

Nobody dare to challenge 1.75?

May be will happen again when gud Q result is out.

Gap up then sell on news...

sangharimau is angry bcoz he can't buy cheap? LOL

So many ppl talk cock. As a matter of fact all waiting to buy low. Me too! LOL.

This counter no good for long term investment. Too many insider play.

Hello.....Does it has to be 1+1+1+1=4? Couldn't it be 1+2-1+2=4?

Insider trading.

Kannibu only gives us the net profit figure. We still need to see the sale. If profit decreases in tandem with sale, it is cyclical effect. If sale increases but profit decreases then it is sign of deterioration.

Right. Have some 牙菜鸡, and prepare for more good news next week!

So. Be prepared for some abnormal activities these few days.

Yes. If they wan to manipulate better do it now. Once bonus ex-date is announced they got no chance at all.

What is going on? Dun like the bonus?

So goooood. Why nobody interested? Why ppl keep selling?

Add 15% time value to warrant's IV:
Assuming Insas share price hit $1.3 right after corporate exercise. IV = 30sen. Add 15% time value = 34.5sen, meaning warrants could be traded @34.5sen. For every 100 Insas share you get 40warrant * 34.5sen = $13.8. Immediate return = $13.8/ (100 * $1.3) * 100% = 10.6%

That's right, bro 119. They're shaking the tree. Those who don't have firm grip will fall. I chain myself to the strongest branch!

YiStock is right. I could be too optimistic.
Share price: immediate return from ex warrant
$1.1; 3.7%
$1.2; 6.7%
$1.3; 9.3%

The ratios are as describes by kny123. The proposal is approved recently in EGM. The coporate ex date is not announced yet.

Every dollar Latitud pump yields 20sen. Homeritz even more. Close to 40sen. Heave only get 11sen. In order to grow earning Hevea has to pump in many2 dollars. Where to get so much money? Through debt? Issuing warrant? If Hevea doesn't improve it's ROIC or ROE very soon it'll reach it's terminal growth rate.

That's right. ROIC is a better metric compare to ROE, and Hevea is still the inferior one. Both ROE & ROIC reflect how a company can sustain earning growth. How do u expect earning growth if ever dollar invested only yield peanut return? If earning doesn't grow how to sustain low PE? If Hevea can't improve it's ROIC or ROE, and share price keep rising very soon it'll have very high PE.

Kannibu :which also mean the profit uptrend trajectory since last year is broken and it is not a good sign, given the strength of USD Hevea receives
19/11/2014 10:15

Question: Has Hevea reached it's terminal growth rate? Is it reverting to mean?

ROE Homeritz; 22 Latitude; 17.85 Hevea; 12.68