7 people like this.

41 comment(s). Last comment by by88 2016-12-31 15:53

tkp2

3,027 posts

Posted by tkp2 > 2016-12-22 20:28 | Report Abuse

Icon chun chun call few weeks ago, congrat !!!

sg999

1,745 posts

Posted by sg999 > 2016-12-22 20:34 | Report Abuse

DONALD TRUMP going to impose 5% import tax. How it going to affect pohuat sales?

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-12-22 20:38 | Report Abuse

wait till Lihen releases its results.

In last 10 years, Lihen had always outperformed Poh Huat.

Neighbors in Muar with friendly rivalry.

tkp2

3,027 posts

Posted by tkp2 > 2016-12-22 20:41 | Report Abuse

hopefully tomorrow don't gap up too much, gonna chase high, results too good

Posted by shortinvestor77 > 2016-12-22 20:44 | Report Abuse

Liihen is best.

newb1995

65 posts

Posted by newb1995 > 2016-12-22 21:12 | Report Abuse

Latitude good result also cant up much.

Abismail

651 posts

Posted by Abismail > 2016-12-22 21:17 | Report Abuse

TGUAN la

YiStock

1,984 posts

Posted by YiStock > 2016-12-22 21:20 | Report Abuse

Official opening of export theme in bursa. Furniture, semiconductor, plastic and packaging, wood & fiberboard.

Cheers!

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-12-22 21:23 | Report Abuse

I don't trust plastics due to oil factor.


Posted by YiStock > Dec 22, 2016 09:20 PM | Report Abuse

Official opening of export theme in bursa. Furniture, semiconductor, plastic and packaging, wood & fiberboard.

NOBY

936 posts

Posted by NOBY > 2016-12-22 21:29 | Report Abuse

Icon, do you know what is the investment property in their books about ? Is that a new expansion or some factory they re planning to sell ?

Icon8888

18,658 posts

Posted by Icon8888 > 2016-12-22 21:29 | Report Abuse

Apart from SLP and Superlon, all other plastic cos such as Tguan has cost pass through

Icon8888

18,658 posts

Posted by Icon8888 > 2016-12-22 21:43 | Report Abuse

Hi Noby I also not sure

calvintaneng

53,703 posts

Posted by calvintaneng > 2016-12-22 21:48 | Report Abuse

Posted by calvintaneng > Dec 22, 2016 09:45 PM | Report Abuse X

The last hurrah for Pohuat (Power Huat!)

Calvin's called to buy at Rm1.25. Up Rm3.80 & split

Calvin's 200% growth stock!

Now let Calvin tell all to Cash out Pohuat into strength.

This is the statement from Pohuat latest Qtr


On the back of healthy fundamentals, the demand for the Group’s products, particularly from the North
American market, is expected to remain for the next financial year. The Group is however mindful that the
global environment continues to be volatile due to the prolonged economic downturn in Europe and low
commodity prices. The Trump victory in the recent US election has also added elements of policy and
regulatory uncertainties.

Notice the phrase:

"The Trump victory in the recent US election has also added elements of policy and regulatory uncertainties."

In other words, Trump taxing Pohuat furniture imports into the US might create uncertainties of future profits.

So now all fellow i3 forumers must take this opportunity to sell Pohuat into strength!

Yes sell all Pohuat shares all the way up!

Good luck!

YiStock

1,984 posts

Posted by YiStock > 2016-12-22 21:53 | Report Abuse

Icon, your latest pohuat article give very important guiden to furniture stock's future. Much Appreciated.

Icon8888

18,658 posts

Posted by Icon8888 > 2016-12-22 21:56 | Report Abuse

Trump spoils the party hehe

SALAM

1,025 posts

Posted by SALAM > 2016-12-22 22:11 | Report Abuse

potential half-tank president

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-12-22 22:14 | Report Abuse

American Empire is deep decline

Sephy

692 posts

Posted by Sephy > 2016-12-22 22:56 | Report Abuse

Glove not part of export theme?

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-12-22 23:03 | Report Abuse

not bullish on gloves.

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-12-22 23:04 | Report Abuse

cost pass through yes...but results not as spectacular as 2015.


Icon8888 > Dec 22, 2016 09:29 PM | Report Abuse

Apart from SLP and Superlon, all other plastic cos such as Tguan has cost pass through

YiStock

1,984 posts

Posted by YiStock > 2016-12-22 23:27 | Report Abuse

Liihen 3 quarter earning:
2015 - 38 mil
2016 - 54 mil
= + 38%


Tguan 3 quarter earning
2015 - 23 mil
2016 - 43 mil
= + 87%

Liihen result very much spectagular @_@
Tguan result not as spectagular @ @_@ @

cherry88

979 posts

Posted by cherry88 > 2016-12-22 23:32 | Report Abuse

Most important, PH increase its dividend consistently.

SeeSky

107 posts

Posted by SeeSky > 2016-12-22 23:37 | Report Abuse

Tomorrow Gap Up!

cherry88

979 posts

Posted by cherry88 > 2016-12-22 23:41 | Report Abuse

Noby....investment properties are those property for investment purposes, mainly collecting rental. These properties are not for own factory use. So, unlikely they will sell off. Investment properties always value at
market value or its cost (depends on their own accounting policy)

popo92

578 posts

Posted by popo92 > 2016-12-22 23:41 | Report Abuse

Pohuat and Liihen two neighbourhood has been doing quite well recent years. No need argue who is better, buy both

michaelwong

3,068 posts

Posted by michaelwong > 2016-12-22 23:43 | Report Abuse

U hardly believed sometimes it won't .

VenFx

14,784 posts

Posted by VenFx > 2016-12-22 23:43 | Report Abuse

Wow, thx to icon8888 bro again for the self explanation table.

YiStock

1,984 posts

Posted by YiStock > 2016-12-22 23:44 | Report Abuse

I like glove companies too, especially now when the overcapacity factor already priced in. They are both local and export theme. Price should start move north.

chaishen

1,902 posts

Posted by chaishen > 2016-12-23 06:15 | Report Abuse

Icon8888 always an opportunist, is a sell call for me. Calvin is right, is a sell call

Johnnys

759 posts

Posted by Johnnys > 2016-12-23 06:49 | Report Abuse

buy call for pohhuat because of USD= sell call for Aasia because of USD.

Abismail

651 posts

Posted by Abismail > 2016-12-23 09:24 | Report Abuse

Icon sifu...they will start tariff


In short, China is angry, and may get its wish to retaliate soon, because as CNN reports (take it with a "real fake news" grain of salt) Trump's transition team is discussing a proposal to impose tariffs as high as 10% on imports. A senior Trump transition official said Thursday the team is mulling up to a 10% tariff aimed at spurring US manufacturing, which could be implemented via executive action or as part of a sweeping tax reform package they would push through Congress.

According to CNN, Reince Priebus floated a 5% tariff on imports in meetings with key Washington players last week. But the senior transition official who spoke to CNN Thursday on the condition of anonymity said the higher figure is now in play.

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-12-23 09:37 | Report Abuse

Malaysia is not in Trump radar.

SALAM

1,025 posts

Posted by SALAM > 2016-12-23 10:42 | Report Abuse

Tariff are mostly country specific (in this case Target-China). As STM said, Malaysia is not on Trumpet radar

rainbowyen

363 posts

Posted by rainbowyen > 2016-12-23 14:52 | Report Abuse

chun chun die faster....what is good, is no good for others...that's life...we need to be smarter than sifu, then you be able to control and master your own destiny...

malaysiaku

583 posts

Posted by malaysiaku > 2016-12-23 15:02 | Report Abuse

sifu cakap bagus bagus...tapi keputusan muktamad di tangan anda...bandingkan dengan liihen dan pohuat....mestilah liihen lagi bagus... dividen lagi bagus...

malaysiaku

583 posts

Posted by malaysiaku > 2016-12-23 15:51 | Report Abuse

betul tu...malaysia tak ada dalam senarai radar donald trump...trump cuma cakap nak naikkan tarif disebabkan oleh china...."china only"... jangan nak kaitkan malaysia... donald duck belum jadi presiden... masih lagi presiden-elect sehingga 20 jan, 2017...

Abismail

651 posts

Posted by Abismail > 2016-12-23 16:14 | Report Abuse

Dollar will up 15 % ( border tax adjustment )

What is it?

Put simply, the proposal would tax US imports at the corporate income tax rate, while exempting income earned from exports from any taxation. The reform would closely mirror tax border adjustments in economies with consumption-based VAT tax systems. If enacted, the plan will likely be extremely bullish for the US dollar. What’s more, it would have a transformational impact on the US trade relationship with the rest of the world.

casanwk

1,496 posts

Posted by casanwk > 2016-12-23 16:35 | Report Abuse

related industries like timber is also enjoying the boom as well!

malaysiaku

583 posts

Posted by malaysiaku > 2016-12-24 03:13 | Report Abuse

result good but dividend no good...mesti ada wow faktor, baru kita orang suka pohuat... kalau cakap huat huat pun tak guna...tenaga batin tak kuat lagi...

pussycats

7,611 posts

Posted by pussycats > 2016-12-24 09:31 | Report Abuse

after Trump take over & kenakan tax kpada China saja, baru I beli Poh Huat. cakap omong - omong kosong saja Skarang. Wait & See

by88

17 posts

Posted by by88 > 2016-12-31 15:53 | Report Abuse

icon what ur tp for Pohuat

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