Posted by hng33 > 2017-04-06 15:38 | Report Abuse

bought back more hevea at 1.37

Posted by lazycat > 2017-04-06 15:43 | Report Abuse

hng bought back = 40 % dip

Posted by trap44 > 2017-04-06 16:45 | Report Abuse

Fly very soon

Posted by specter > 2017-04-07 10:20 | Report Abuse

Patiently wait for the rebound. It will happen

Posted by Calvin Wong > 2017-04-07 11:48 | Report Abuse

Looking forward to collect more from this great stock. Solid and at discount now...

Posted by support1234 > 2017-04-07 12:24 | Report Abuse

bought more Hevea at 1.36....

Posted by yfchong > 2017-04-07 13:37 | Report Abuse

die liau

Posted by buckbunny > 2017-04-07 13:50 | Report Abuse

wait long long..dangugu..

Posted by cjlim > 2017-04-07 14:05 | Report Abuse

Buy some@ 1.37. New Production Line + Online Furniture Business + New Company HeveaGro, the company is expanding.

Posted by specter > 2017-04-07 14:51 | Report Abuse

HEVEA's CAPEX Per Quarters

FY16 Q4
Approved and contracted for 31,655
Approved and not contracted for 9,745

FY16 Q3
Approved and contracted for 11,892

FY16 Q2
Approved and contracted for 8,055
Approved but not contracted for 6,105

FY16 Q1
Approved and contracted for 7,286
Approved and not contracted for 12,714

----------

FY16 TOTAL CAPEX
Approved and not contracted for RM 58,888,000
Approved and contracted for RM 28,564,000

Annual total CAPEX RM 87,452,000

Posted by specter > 2017-04-07 14:52 | Report Abuse

HEVEA earnings & profitability

FY16
Annual total Revenues at RM 540.045m (+107.45% y-o-y)
Annual total NP at RM 80.668m (+9.27% y-o-y)
Average NP per qtr of RM 20.167m (+9.25% y-o-y)

FY15
Annual total Revenues at 502.600m (+119% y-o-y)
Annual total NP at RM 73.827m (+242.23% y-o-y)
Average NP per qtr of RM 18.46m (+242.27% y-o-y)

FY14
Annual total Revenues at RM 422.355m
Annual total NP at RM 30.478m
Average NP per qtr of RM 7.6195m

Posted by specter > 2017-04-07 14:53 | Report Abuse

Net cash RM 128,443,000 with average earning power of RM 20,167,000 net profit per quarter.

Hevea always been doing B2B and started to do B2C means they sell directly to consumers. If u hear CEO said in the BFM interview, sales are driven surprisingly faster than usual through online platform website to consumers directly without middlemen.

HEVEAGRO:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5354825

2 furniture brands are hot-selling! Selling them ONLINE also:
KREA KIDS
http://www.mykreakids.com/
HEVEAPAC
http://www.heveapac.com.my/

Posted by sarahdeaton > 2017-04-07 14:59 | Report Abuse

I see dead people.

Posted by hng33 > 2017-04-07 15:08 | Report Abuse

USD strengthen back, Good for Hevea, 90% export denominated in USD. USD= RM 4.44

Posted by cjlim > 2017-04-07 15:42 | Report Abuse

If below 1.4, can buy with own cash, no worry with Hevea fundamental and business prospects.
If below 1.2, dare dare buy, I will borrow money to buy Hevea if reach this level.
If below 1.0, at this level I will Sailang, I will sell my car and house to buy Hevea.
if below 0.8, speechless, I will sell my motorbike, bicycle and whatever I have to hantam Hevea.
If below 0.6, I quit stock market forever.

Posted by hng33 > 2017-04-07 16:04 | Report Abuse

Further downside risk is cushion by support high dividend yield more than 5%. Hevea overdue to rebounding back

Posted by specter > 2017-04-07 16:30 | Report Abuse

Hevea's turn to go up soon coming

Posted by cjlim > 2017-04-07 16:40 | Report Abuse

1.38 very 'Lak Gu' today.

Posted by DonJon > 2017-04-07 16:52 | Report Abuse

Just buy, keep & wait. Feb's exports surged so much is a signal Hevea's export may post even higher than usual numbers. I think China and Japan importers or buyers have made significant orders due to the very low ringgit.

Posted by Knownfact > 2017-04-07 19:11 | Report Abuse

Looks to have find its footing at current level

Posted by yfchong > 2017-04-07 19:46 | Report Abuse

see u all

Posted by yfchong > 2017-04-07 23:00 | Report Abuse

Halo cjlim .... If below 0.6 buy all the way............sure Huat like annjoo

Posted by Budapest > 2017-04-08 01:35 | Report Abuse

It's a matter of time,will definitely rebound.Just hold on and be positive,all good fundamentals still intact,don't bother the short term price fluctuation.Cheers!

Posted by yfchong > 2017-04-08 06:35 | Report Abuse

coolah bro coming june add another 10 percent of cap

Posted by Snoopy仔 > 2017-04-08 10:12 | Report Abuse

Hevea maintain on good side for few reasons:
1. Feb export report is positive (refer to DonJon recently comment)
2. Online trading (refer to specter)
3. New segment HeveaGro (refer to specter)
4. Labor issue recently resolved (may increase revenue coming quarters)
5. There is no substantial holder to dispose the share but keep acquire and conversion from son to mother.
6. No bad news but price down
7. Main export is China and Japan (It will benefit from Olympic 2020)
8. Consistence dividen policy 30%

Posted by sarahdeaton > 2017-04-08 14:57 | Report Abuse

Selling at 1.60

Posted by specter > 2017-04-10 09:12 | Report Abuse

Moving up!

Posted by hng33 > 2017-04-10 09:29 | Report Abuse

:D)

Posted by kokobang > 2017-04-10 09:29 | Report Abuse

smiling from 1.36 THANKS hng33! <3

Posted by kokobang > 2017-04-10 09:29 | Report Abuse

hng33, what's the TP for Hevea?

Posted by Icon8888 > 2017-04-10 09:55 | Report Abuse

I am in

Posted by Icon8888 > 2017-04-10 10:01 | Report Abuse

Xi has kaotim Trump

no more trade war risk

I am comfortable with China concept play

Hevea cheap at this price

Posted by feimah > 2017-04-10 10:15 | Report Abuse

No news from salty..
I think the up trend is on its way.

Posted by specter > 2017-04-10 10:19 | Report Abuse

Wow icon sifu also buy Hevea. We sure win this time!

I don't think if US initiate trade wars with China will affect Hevea because Hevea's major export markets are in China for particleboard and Japan for RTA furniture.

Have a glimpse on this piece of news:
http://www.theedgemarkets.com/my/article/heveaboard-spend-rm20m-capex-increase-capacity-15

Yoong said the group will also introduce a new product, which is the health, environment and children friendly “KREA Kids” under its RTA segment this year.

Heveaboard’s main revenue streams come from its particle board production, of which 80% of total production is exported overseas; and RTA of which 90% are exported and 10% sold in the local market.

For the particle board, the group mainly exports to China (43.85%), Japan (12.28%), Korea (11.74%), India (10.56%) and other countries (8.21%), the remaining 13.36% being for the local market.

Under the RTA segment, the main importers of its products are Japan (62.46%), Europe (11.45%), Australia (11.86%) and United States (2.69%).

http://www.mykreakids.com/
http://www.heveapac.com.my/profile.html
http://www.heveaboard.com.my/

No limit for TP lah. U can hold indefinitely because it pays dividend every quarter with massive cash, low debts..a net cash company.

Its trusted eco brands in Japan markets for its low-formaldehyde furniture.

Posted by hng33 > 2017-04-10 10:30 | Report Abuse

Japan is largest export market for hevea RTA furniture. China is largest export market for hevea particleboard.

Posted by Icon8888 > 2017-04-10 10:42 | Report Abuse

a trade war with US will cause huge disruption to Chinese economy, affecting demand for Hevea products

most of the particleboards are likely bought to be made into furnitures to be exported (I am sure a lot will go to US)

with that risk eliminated, earning visibility improves substantially

I am looking at things from this angle

Posted by hng33 > 2017-04-10 10:49 | Report Abuse

China and US have reach agreement allowing 100 days grace period to find out solution in order to reduce trade imbalance, with condition china export volume and value to US remain unchanged, but china will find way to import more volume and value from US.

Posted by Icon8888 > 2017-04-10 10:55 | Report Abuse

No lah. Trade not like that. Everything will be allowed to grow. No cap on export or import. They want the pie to continue to grow so as to create employment for everybody

China maybe will buy more shale oil from US to channel some of the surplus back. Very easy. It is like a uni student give some candies to a 6 year old


hng33 China and US have reach agreement allowing 100 days grace period to find out solution in order to reduce trade imbalance, with condition china export volume and value to US remain unchanged, but china will find way to import more volume and value from US.
10/04/2017 10:49

Posted by hng33 > 2017-04-10 10:56 | Report Abuse

Among the solution are china will import big volume of shale oil produce by US. In addition, china will also increase direct investment by setting up manufacturing plant in US, creating 700k job for American.

It will be win win for, US and China, the world G2

Posted by specter > 2017-04-10 11:00 | Report Abuse

The chances of trade wars between US and China will be slim because Trump is a businessman who knows a trade war with China will be futile to the US and the rest of the world. Just observed the meeting between Xi and Trump in Washington recently is clear enough to know it's just a showdown and I'm confident it won't happen.

Posted by Icon8888 > 2017-04-10 11:02 | Report Abuse

yes, there are many ways China can dole out benefits. It has grown so rich so big now it can afford to entertain US demand with relatively little pain.

China needs more time. It is on the verge of a technological take off. They need another twenty years time. Ceding a little bit of ground now in return for some peace is a no brainer

Posted by hng33 > Apr 10, 2017 10:56 AM | Report Abuse

Among the solution are china will import big volume of shale oil produce by US. In addition, china will also increase direct investment by setting up manufacturing plant in US, creating 700k job for American.

It will be win win for, US and China, the world G2

Posted by hng33 > 2017-04-10 11:06 | Report Abuse

Trump is businessman, it is unwise for him to engage trade war which will jeopardize his own family buiness empire and hurt its reputation, trump branding.

Instead, trump will wisely use his presidencency 4 year or 8 year maximum in order to ensure his family business empire can continue prosper for at least next 40year- 80 year, next next generation.

Posted by Icon8888 > 2017-04-10 11:11 | Report Abuse

the word "show down" has become totally irrelevant. The chemistry was excellent. Trump was obviously very happy with Xi. You can tell from the way they interact. Of course he didn't like him for his personality. He liked him because in the past few months, Xi has despatched people to talk to Trump back channel. Promise to offer him a lot of goodies. That is why when they finally met up, Trump only has smile on his face whenever he looked at Xi.

Chinese knows how to handle businessmen best. No need talk so much. The moment you sit down with Trump, stuff a stash of cash into his pocket first (in this case, is the promise to cooperate to reduce the deficit), his heart will immediately melt and everything else will subsequently become very easy to settle.

that is what had happened between Xi and Trump so far, I believe

============

Posted by specter > Apr 10, 2017 11:00 AM | Report Abuse

The chances of trade wars between US and China will be slim because Trump is a businessman who knows a trade war with China will be futile to the US and the rest of the world. Just observed the meeting between Xi and Trump in Washington recently is clear enough to know it's just a showdown and I'm confident it won't happen.

Posted by hng33 > 2017-04-10 11:16 | Report Abuse

Its much more easy to deal with business or capital oriented leader if compared to deal with race oriented, religious oriented leader as thing can be calculated based on price tag.

Posted by Snoopy仔 > 2017-04-10 11:19 | Report Abuse

ICON8888 is in!! Hevea is hidden gem and undervalued!! Thanks your support. This counter is silent quite awhile after Robert Zai. This counter going to alive back d.

Posted by Icon8888 > 2017-04-10 11:23 | Report Abuse

exactly, China has always liked Trump, even before he won the election

they hate Hillary. She is driven by ideology and her whole mind is filled with competition, geo politics, containments, power play, etc. They found her a trouble maker

As for Trump, China read him like an open book. They feel they understand him and what he wants



Posted by hng33 > Apr 10, 2017 11:16 AM | Report Abuse

Its much more easy to deal with business or capital oriented leader if compared to deal with race oriented, religious oriented leader as thing can be calculated based on price tag.

Posted by specter > 2017-04-10 11:28 | Report Abuse

Jack Ma was considered the earliest China delegate to meet Trump personally before his inauguration. The world already knows Jack is a very convincing negotiator, just watch at how he talks at any events and u can know he is able to persuade Trump and strike good deals for his country and US. That is why I've always known trade wars between the G2 is real slim.

So back to Hevea's situation. The stock being shorted at the right timing to be regarded as a correction deemed healthy because the long-term uptrend is still intact. Only from this correction then we can expect the uptrend continuation. After all, very rarely any stocks can rally up in a one-way straight up direction.

Posted by Icon8888 > 2017-04-10 11:39 | Report Abuse

my target price 160 by end 2017

just want to earn some money to buy KFC

Posted by yfchong > 2017-04-10 11:43 | Report Abuse

bro icon very conservative target

Posted by hng33 > 2017-04-10 11:50 | Report Abuse

China have population bonus, a strong and keep on increasing purchasing power from 1.3 billion people. China nowadays have focus on Green element, protect environmental, conserve forest, therefore, china have opt to import particle board , a wood based product from overseas rather than develop own. Of course major of these wood product after add on value, making it into furniture will export to US, but, in future, China growing affluent will change it to import for total local consumption use.

These dense populated people also have force China to develop own strong infrastructure capability, and are now use their expertise gather now to start exporting to overseas through one belt one road, railway connecting entire euro-Asia to become a great great land oritented expansion trade deal vs.current over rely sea trade which mostly control by US through its military power.