yf?

If u arent making too big of a loss, or at a breakeven or making a small profit, and u arent confident enuf, you shud always exit and invest in other counters u are more confident with. Dun play with ur own hard earned money

patience jinova, surely u did ur hw before investing? make decisions based on the hw/research u did, if you arent confident of it, shud nvr hav entered, or shud have just put a minimal amount to start building a position

run before u curse the counter more hehe

so price worse than previous 3 months shrug

bad qr @Liihen

curious whos selling today

Brokeout sooner than I thought

Tksw sifu i small retailer nia whr can compare with u haha sama2 untunglah hehe

Thx Derrick, lets sit tight and watch the show

i havent bought enough yet, low-key pissed at why the price keep updown updown, cant let me accumulate in peace lol

the calculation is simple, if there is alrdy a good orderbook for next few quarters, then there should at least be some modest revenue and profit. Last quarter was 9.2 EPS.

Let's say next 4 quarters 5+6+5+7 (assuming next qr not good due to worker contracting covid, additional costs etc; middle 2 quarters average-ish; and year-end quarter slightly good as that is the trend every year) total EPS is 23cents. Let's say we maintain a PE of 9. PE * EPS = Price, so 0.23*9 = 2.07. If PE 8 1.84.

The pros of investing in boring stock. Easy calculation lol. Id say 1.7 is fair value at this point. Any price below 1.6 is undervalue. Mid-long term TP rm2+ no problem.

anyways market reacted very little on pohuat for now, so if qr unsatisfying pohuat still gt room for fall, but ill be looking forward to accumulating another batch, still eyeing rm2ish TP in the mid term

I think they factored in workers covid test cost and medical cost into production cost kot, such costs should be borne by company if not full but also partially?

that was why i was wondering last quarter, why no funding allocated for expansion plan instead? Long run 5 years down the road, management dont foresee growth in furniture market huh?

And where did u find out that Pohuat is running at 94~98% capacity? Pls do enlighten, would very much appreciate the data

tell me when 1.5 ya, i wanna ccumulate more, long serbadk hehe

while you all have been busy squabbling, I have been collecting bit by bit since last yr, handsome returns and modest dividends received by now. Contented

wont think of selling when i can collect good dividends, unless it goes to some crazy high price in the short term, say ... rm2.1 haha

define cheapest lmao

leaving it* sitting

@bullrun hi long time no see, lately a bit busy, im just leaving in sitting in my acc, hold je, since i told u i hold long, all the best bro, late happy chinese new year wishes to all :D

good to those who have averaged down, alrdy made 10cents profit congrats

Ya yf hopefully can huat together

chill... chance to average down before going north agn

if rlly hit 2.15... hoseh

ya faster rm1 so that i can get cheap tickets lol

times like this u will be sad ud dint collect more at 1.5 ish HAHAH

yea, better than FD, and solid support at somewhat that 1.55 ish areas anyways

dun think will plummet that far, can get 1.5 can laugh alrdy

people knew about outbreak in furniture companies since weeks back dy lo xD

shake leg take dividend

@eric my portfolio for REITs mainly consists of ATRIUM and AXIS, of course I shud complain if I compare this to them lmao

for me there are just 2 + sides for this ctr, low debt % (so can raise funds for good acquisitions) and higher dividend yield than FD. Previously another + was stability, but lol not anymore after it fell off the index. Honestly somewhat regretful for buying this, even when it was quite attractive when it was 6.8X+, other REITs or stocks still seemed better, now that it has lost its stability. Oh well, just hold long term.

why the sudden sell down, althou its not a big worry, but makes me wonder who cabut lol

why GG, surely one must have baked infection into the valuation when LIIHEN workers who are literally working just beside its factory came out with positive results lol, dot think price will react much

In fact, if it plummets, just good news for me to buy cheap

these are times when having a factory in Vietnam is helpful

he was nvr a substantial holder to start with, plus if things were bad he would have emptied his holding.

From what I see, he prolly just trading the shares he bought from March and April for some profit, all the other substantial holders are still holding on.

dunno, prolly 1.4-1.5ish gua if ppl react to a lockdown

and here we have another chance to dip i guess, prolly time to buy more ahha

as long as operations are raking in money, karim is happy to receive his dividends as substantial shareholder

Gt capital to keep operations running, of course happy. At the end of the day, the core is a business is its operations, not the share price

@zerosum only for more retailers to climb aboard lol,
@tobby lucky u, mine x kena match z

why not rush in? Buy on weakness sell on strength

meanwhile those who know company well be like busy buying at 1.55, althou i think thrs a chance can get cheaper still, get a batch 1st

tomolo nwards can collect cheap tickets dy haha 1.5-1.55

Bought a small batch at 845, if fall more i buy more huhu

If it dips again ba, now I am satisfied with the no of shares I have, toying around in tech now

Id say low pe with good future outlook and fundamentals by far, but u hav to do a bit of hw la, make ur own decision

klcc up down up down like crazy these days. smh, whrs the stability in this lol