I agree that weakening RM is huge benefit to export-oriented counter such as Hevea, but it doesn't mean strengthening RM will bring the loss to Hevea. Remember, Hevea is doing trade business but not doing forex game to earn profit. For me, my concern is if North Korea war really happen, surely it will involve China & Japan, which is biggest two crucial markets for Hevea.

Good closing. If convert price to before share split, it shall be 0.845 x 3 = 2.535

Drop again. Create the chance to grab for those long-term investors.

Omg.. Former Police Chief Khalid appointed as Prasarana new chairman..

Yo nikicheong, this article inside already provide answer A, B and C which quite straightforward. I posted 2 answers as hint, so is my problem or the good sir good question? XD

Hi minghong, pls refer below:

He also explained that the rainy weather has affected rubber wood supply, which caused prices to climb.

Hi minghong, the MD already explained as below:

Yoong noted that the sharp rise in rubber wood cost certainly does not bode well for HeveaBoard as rubber wood makes up 30% of the particle board’s raw material costs.

Tomorrow is ex-date for share split. Today shall be able to reach highest share price over 1 year.

The interview is just based on current Hevea's situation to elaborate the challenges and limitation. But it didn't reveal any profit estimate once RTA new plant and Particleboard upgrading works are done.

But 2 things to know:
1) Hevea will focus on high profit margin products eg. Super E0 and NAF (no other manufacturer produces in Malaysia)
2) Gourmet fungi is expected to contribute in FY2018: Target RM10 million revenue and RM3 million profit (30% profit margin).

http://www.theedgemarkets.com/article/malaysia-gazettes-order-income-tax-exemption-modernising-manufacturing-activities

也不是每一间行业/公司都这么辛苦的
没有经历一番辛苦怎算是成长呢？

The completed Hyve SOHO and offices development in Cyberjaya, Selangor, and the Taman Puteri
residential development in Pekan Nenas, Johor, with total unsold stocks worth RM47 million will
continue to contribute to the Group’s revenue in 2017 with further sales. There is no other on-going
development carry out by the Group on its land bank totalling 155 acres.

Assuming property development profit margin at least 10%, that's mean this RM47 million can contribute about RM4.7 million pre-tax profit in next 2 quarters.

WCT eat big fish liao, hopefully Gadang can catch some small fish also good la

Revenue, profit and EPS all dropped. But GP/PBT/PAT margin still can maintain. That's mean the management do a good job on that. With the construction order on hand of RM1.98 billion and manufacturing order on hand of 320 million, it shall be enough for the Group to busy in next 2-3 years. Despite construction & manufacturing is softening growth this FY, but surprise that property development is able to contribute profit which higher than last 2 years.

http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5171

5 sen dividend instead of my estimate 7 sen. But good to get share dividend as well.

Bought at 1.65. Let's see how it going on.

North Korea fires missile that flew over Japan might trigger geopolitical risks to Hevea, despite the possibility is still minimal.

Good closing today.

why post old news?

高官认定商家既然有钱请得起外劳，为什么就嫌外劳人头税贵呢？
政府还是搞不清楚状况，到底外劳政策是谁开始？

I'm disappointed not bcoz the quarter result, but is today price not dump enough to attract me top up @@

2nd best quarter result within this 2 years. Still happying to hold it now

Hi Chong Lung, pls refer cash flow statement:
1. Inventories reduced by 21,316
2. Proceed loan - 9,423 minus repayment of 14,800
3. Disposal of PPE with the gain of 5,206

Yeah still on track everything.
And surprise they declared second interim dividend of 1 sen.
Only one query is they din disclose how much the provision for doubtful debts

Another thing is inventories balances increased from rm80m (3Q16) to rm104m (2Q17) by 30%, while sales increased from rm116m (3Q16) to rm123m (2Q17) by 6% only. That's why GP margin reduced from 18% (3Q16) to 15% (2Q17) due to facing margin compression for this period. Anyway I wish management can control well the stock level. Hoping the new local marketing arm (Able Dairies S/B) shall able to digest such high inventories balances in 3Q17 and achieve higher sales and profit.

Thanks ipodkaki, debt to equity ratio reduced from preceding quarter of 0.17 reduced to this quarter of 0.02. And also inventories balances reduced from rm81m (1Q17) to RM54m (2Q17), that why sales can improve from rm63m (1Q17) to RM95m (2Q17).

But do note that PBT including rm5.19 million gain on disposal of PPE and RM1.3 million compensation from customer. If excluding these, TS is still at making loss position.

2nd half year still a big challenging period for TS.

Profit dropped due to:
1. rubberwood cost increased
2. shorten of workers
3. biological assets written off about RM1.2 million
4. net forex loss about RM2.4 million

If add back no 3 & 4, PBT should be about RM26 million or 15% margin instead of 13%.

http://www.malaysiastock.biz/Company-Announcement.aspx?id=995315

Still a decent result. Not bad.

https://www.reuters.com/article/us-netherlands-concert-idUSKCN1B32FU

http://www.malaysiastock.biz/Company-Announcement.aspx?id=995169

Just to highlight that Prospect only says "expects to deliver an improved performance in the 2nd half year." it din mean to promise, commit or guarantee 2nd half year result will be better. "Expect" means some uncertainty factor in.

Still have possible to bound back in 3Q. Just grab the chance to buy if the price further lower again.

（吉隆坡21日讯）理建（LUXCHEM，5143，主板贸服股）今年积极扩大產能，料明年將专注於消化新增產能及加强效率，因此，明年的资本支出將少於1000万令吉，主要用於在巴生英达岛建设新仓库。

理建董事经理兼首席执行员邓英仕在今日的股东特大后，对记者指出，「建设该库房的总花费为约1000万令吉，我们將分几个阶段支出这笔花费，因此，估计2018年资本支出將少於1000万令吉。具体数目还视建筑材料价格而定。」

今年，该公司资本支出约1200万令吉，主要的大笔支出包括用於独资子公司Transform

Master私人有限公司的100万令吉、理建聚合物厂的400万令吉和檳城仓库的300万令吉。

http://www.orientaldaily.com.my/s/209590

LRT3 package shall be awarded by end of this month. Just wait and see :)

https://klse.i3investor.com/blogs/bonescythe/130375.jsp

Closed at 2.12. still not bad.

Ban on export of rubber wood is effective from 1 July onwards.. Nothing impact to Apr-Jun (2Q). Even with USD strengthening by that period also to be offset by high input material cost. As 2Q always been weak quarter for Liihen, I guess EPS is at least 10 sen.

对当局来说，有钱坐飞机的人应该会不稀罕这个一块钱，但其实他们根本不尊重乘客的基本权利，连问都不问，闭门会议通过就公布天下了！

Load bullet to top up if below 1.20.

乡下小子大多数只会解释表面数据而已，他不擅长于数据分析

Quite a lot ppl attend AGM today. Saw the blogger, Harry as well.
Nothing much to highlight, but got one proxy ask about IBS status, the board replied that IBS still in the progress and expected to make contribution in 2018, maybe only last quarter of FY2018 only will see the financial effect in the account if not mistaken.

Looks like will touch >3.50 and <3.60 within these few days. Then after Good QR released, ppl take profit again and possible share price will drop below 3.30 again. Hehehe..

以上有提到的股票，我手中就中了七个

As a shareholder, you have the right to vote either for or against the share split. Normally the biggest shareholder which is the board will agree those exercise proposed by them. So that's okay if you also agree with that ;)

Liihen average cost is below 3.10 while Matrix average cost is bit higher, which is below 2.60 (I bought btw 2.38 to 2.75). I would think Matrix may consider to enter since price today is 2.66 since the market offers good chance now.

Wow.. Looks attractive to top up again XD

Larrytrader, you got same stock selection as me. Gadang, Matrix, Liihen.

SLP and Daibochi Q2 profit all dropped this year. People might speculate same outcome will be happened to BPPlas too.

Hi Max2838, how you so confident Q2 EPS is more than 12 sen? XD