Posted by Mrspeaker > 2021-06-21 22:55 | Report Abuse

2 comparable peers of HARBOUR are FREIGHT and TASCO. 2 of them have an average PE~21. The respective EPS and traded PE are listed below.

HARBOUR EPS= 9.74, PE = 11.5
FREIGHT EPS =3.5, PE 22.84
TASCO EPS=5.16, PE = 21.32

From here we can see that HARBOUR is severely undervalued (at half the price it deserves) despite having the highest profit margin = 9.2%. It also has a healthy ROE of 8.7%.

The concept of relative valuation is that the industry peers are valued correctly and the company being analyzed is not.

This means that for HARBOUR to be valued correctly ceteris paribus, is for its PE = 21, i.e. share price to be RM 2.04.

Since charter rates are still on the rise, and both domestic and international trades are on a positive trajectory, I foresee HARBOUR's earnings to overperform for the coming quarters. Thank you

Posted by pharker > 2021-06-23 01:17 | Report Abuse

https://www.timeslive.co.za/sunday-times-daily/world/2021-06-21-get-ready-for-years-of-chaos-in-the-ebb-and-flow-of-container-shipping/

Posted by kanzaki123 > 2021-06-23 17:46 | Report Abuse

today chart ugly.

Posted by Deca10 > 2021-06-27 18:59 | Report Abuse

fingers crossed for all shipping counters

Posted by Mrspeaker > 2021-06-28 12:28 | Report Abuse

the short term bad sentiment bashed all counters down to fire sale prices. harbour got aggresively bargain hunted up from the lows of 0.95 today. good sign of buyers in control

Posted by 其辉 > 2021-06-28 20:37 | Report Abuse

Today closed with green, nice chart

Posted by Mrspeaker > 2021-06-29 09:18 | Report Abuse

harbour has been seeing such resilient buying demand despite bad sentiments. there is something brewing

Posted by Mrspeaker > 2021-07-05 11:34 | Report Abuse

congratulations again HARBOUR investors :) we are early to the bull ride

Posted by Michael Kwok > 2021-07-10 10:55 |

Post removed.Why?

Posted by Kristina Melody > 2021-07-12 16:47 | Report Abuse

Harbour is going south

Posted by Hafid > 2021-07-13 21:28 | Report Abuse

harbour need to drop below rm 0.87. if not forget. no need to enter

Posted by cooledison > 2021-07-13 22:17 | Report Abuse

hoot niaaaaaaaa

Posted by Godblessyou > 2021-07-13 22:40 | Report Abuse

As much as I like harbour fundamentals, chart is not looking good as it seems like a double top formation in my opinion.

Posted by DL60 > 2021-07-14 11:33 | Report Abuse

Losing momentum

Posted by Bgt 9963 > 2021-07-14 12:49 |

Post removed.Why?

Posted by Yong Meng > 2021-07-16 19:36 | Report Abuse

https://menginvestlife.blogspot.com/2021/07/049.html 049 海运行业状况

Posted by nono_hardi > 2021-07-21 11:24 | Report Abuse

This counter has a few small sharks are waiting for lower price. Beta towards KLSE is quite high. Which is, it will drops onwards due to the KLSE downtrend.

Harbour link also hide with a big shark behind it. The price will be pressed until the an average of 0.900 - 0.890

Although the service is still working due to MCOs Malaysia, the sharks won't GAF...

Investors should be aware

Posted by sandy43 > 2021-07-26 12:36 | Report Abuse

Good management, company profits increase every QR , waiting for good dividend and bonus issue return incoming

Posted by nono_hardi > 2021-07-28 15:52 | Report Abuse

EVERYONE WHO SEEN

Take an eye at the price around 0.82

Posted by jackietian1987 > 2021-07-28 20:00 | Report Abuse

dying stock

Posted by wongck > 2021-07-28 21:52 | Report Abuse

https://www.theedgemarkets.com/article/dry-bulk-and-container-freight-rates-set-stay-elevated-year-say-industry-players

Posted by ShareBurger > 2021-07-31 17:21 | Report Abuse

0.80..lai lai..

Posted by dsumdsum > 2021-08-05 09:15 | Report Abuse

Technical Tracker-Harbour (TRADING BUY)
Harbour: Oversold rebound; Beneficiary of increasing freight rates
The group is cautiously optimistic of its shipping and marine division underpinned by strong domestic consumer demands and the modest increase of freight rates. Interestingly, the world container index (Figure 1) had risen 106% YTD, which would potentially boost the group shipping and marine services division bottomline.

Technically, the stock is grossly oversold and building a sound base near RM0.85-0.895 level. Any weakness is a good opportunity to accumulate (RM0.85-0.895) supported by bottoming up indicators. A strong breakout above 0.95 resistance will spur prices higher towards the next upside objective at RM1.00-1.10.

Hong Leong

Posted by 1288 > 2021-08-05 09:22 | Report Abuse

thanks for sharing

Yong Meng https://menginvestlife.blogspot.com/2021/07/049.html 049 海运行业状况
16/07/2021 7:36 PM

Posted by jimmygor > 2021-08-05 09:29 | Report Abuse

haiya bought logis.. should just buy ports

Posted by Deca10 > 2021-08-09 19:25 | Report Abuse

Good call @jimmygor

Posted by wongck > 2021-08-14 23:04 | Report Abuse

布鲁塞尔14日电）由于全球贸易需求大增，航运市场景气热络，过量的货物造成缺柜、塞港情形不断上演，推升航运费率居高不下，让许多航运商的营收出现爆炸性成长，德国航商赫伯罗特（Hapag-Lloyd）今年上半年的获利高达27亿欧元（约135亿令吉）比去年同期成长51%，同时也超越过去10年总和的9.77亿欧元（约48.8亿令吉）。

金融时报报道，冠病疫情改变航运业的运作模式，劳动力短缺与大量的船只让整个供应链陷入紧绷，加上新造船成本高且耗时，导致航商在船舶调度上捉襟见肘，且港口、码头等基础设施老旧拖累运作效率，形成恶性循环，航运业链困境难解。

Posted by nono_hardi > 2021-08-19 13:27 | Report Abuse

0.945, last touch.

Posted by nono_hardi > 2021-08-19 13:31 | Report Abuse

If it's a healthy company, this stock will comes a small drop trend after these few days last bounce up. Once it drop to a "freeze spot/point", most probably the summer of Harbour Link might come up with the economic open of Malaysia.

Posted by wongck > 2021-08-30 05:43 | Report Abuse

https://www.freightos.com/freight-resources/coronavirus-updates/

Harbour Link, Freight Management, SYSCorp, Maybulk, Hupline, Tasco will have windfall profit in the coming quarter & near future

Posted by Michael Kwok > 2021-08-30 23:05 | Report Abuse

Please put 30-40 percent return for this stock except Hubline(Share consolidation).

wongck https://www.freightos.com/freight-resources/coronavirus-updates/

Harbour Link, Freight Management, SYSCorp, Maybulk, Hupline, Tasco will have windfall profit in the coming quarter & near future

Posted by Godblessyou > 2021-09-01 21:20 | Report Abuse

Time for bonus issue!!!

Posted by Questionking > 2021-09-07 17:47 | Report Abuse

Hiaz when come Harbour

Posted by wongck > 2021-09-21 22:12 | Report Abuse

港业集团获得民都鲁港口2774万合约

（吉隆坡21日讯）港业集团（HARBOUR，2062，主板交通物流股）获得民都鲁港口（BIPORT，5032，主板交通物流股）颁发的码头集装箱吊塔供应合约，价值2774万令吉。

根据文告，港业集团字公司将为民都鲁港口供应、交付、测试及启用1座码头集装箱吊塔，合约有效期为12个月。

Posted by Michael Kwok > 2021-09-22 11:23 | Report Abuse

Can it made 20 over million like Harbour.If can 12-24 cent upward in the horizon.

Posted by 其辉 > 2021-09-27 22:33 | Report Abuse

Waiting and waiting the qr results come out

Posted by Gannina > 2021-09-27 22:37 |

Post removed.Why?

Posted by 3M-MoneyMakingMachine > 2021-09-28 17:11 | Report Abuse

Latest QR

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3195872

Posted by ipohwhitecoffee > 2021-09-29 09:12 | Report Abuse

just buy and profit

Posted by ipohwhitecoffee > 2021-09-29 09:12 | Report Abuse

Limit up coming guys

Posted by NorthernStar > 2021-09-29 09:31 | Report Abuse

give some BI.

Posted by RVI123 > 2021-09-29 09:36 | Report Abuse

If declare bonus issue, the price would move even higher.

Posted by NorthernStar > 2021-09-29 09:45 | Report Abuse

the result is good to share some w shareholder. ;)

Posted by NorthernStar > 2021-09-29 09:48 | Report Abuse

last BI is 2016 n is 1 for 10 w good result.

Posted by Philip02 > 2021-09-29 09:51 | Report Abuse

Limit up

Posted by worktoinvest > 2021-09-29 09:58 | Report Abuse

Good qr. to be honest I’m impressive. Let’s wait 230pm onwards for the show. LU I suppose

Posted by NorthernStar > 2021-09-29 10:04 | Report Abuse

the q for buy up is good. announcement after 230pm?

Posted by NorthernStar > 2021-09-29 10:07 | Report Abuse

no.2 in top gainer stock when KLVA is down 11pts.

Posted by RVI123 > 2021-09-29 10:15 | Report Abuse

Hopefully, can limit up.

Posted by worktoinvest > 2021-09-29 10:18 | Report Abuse

Go go go, BI today 230pm