Posted by isupertrader > 2017-07-06 13:41 | Report Abuse

At RM1.50 still a discount. Consensus Target is RM1.86 is actually very attainable for Hevea.

Posted by feimah > 2017-07-06 13:58 | Report Abuse

Current PE looks high among peers.
trade volume on down trend.
Sold half before morning session end.

Posted by shyityng > 2017-07-06 15:56 | Report Abuse

I hold even price up n down and very confident on it.

Posted by nich0las > 2017-07-06 16:34 | Report Abuse

wow, alots contra kaki..

Posted by Farge168 > 2017-07-06 16:40 | Report Abuse

Looks like many speculators around,mostly ikan bilis selling today.Let's hope for better tomorrow and slowly marching towards 1.80,slowly but surely.

Posted by bjaya > 2017-07-06 16:57 | Report Abuse

I keyed in in the morning at 1.47 now done. Yes a lot of speculators indeed.

Posted by nich0las > 2017-07-06 17:04 | Report Abuse

Congrat 1.47 matched, welcome to hevea family. hehe

Posted by Patrick13 > 2017-07-06 17:08 | Report Abuse

bjaya your cost is better than mine, hopefully like Farge168 says, moving to 1.80 :)

Posted by nikicheong > 2017-07-06 17:25 | Report Abuse

No worries. Healthy correction. Just show me next quarter results and the reaction. Aim for RM1.80 minimum. Cost at RM1.29. Holding period just about 1.5 months for now. So far 16% returns (including dividend, net returns at ~14.5%, which is decent).

Posted by divhunter > 2017-07-06 17:32 | Report Abuse

Waiting bullet reload.gonna shoot more in hevea.good chance to top up before fly.

Posted by pareto_8020 > 2017-07-06 23:30 | Report Abuse

collected today :)

Posted by sean1985 > 2017-07-07 14:25 | Report Abuse

later fly into holland.

Posted by gcke > 2017-07-07 14:37 | Report Abuse

Read- http://www.theedgemarkets.com/article/hong-leong-investment-3q-top-picks-include-comfort-gadang-ghl-jcy

Posted by cjlim > 2017-07-07 15:35 | Report Abuse

MYR vs USD forecast:
Q317- 4.30
Q417- 4.39
Q118- 4.43
Q218- 4.47

Posted by specter > 2017-07-07 16:43 | Report Abuse

Hevea still reign supreme! Only companies with the strongest balance sheet + double-digit profit margin upcoming catalysts ("Gourmet fungi") can weather the storms. What a proven theory with strong demand for Hevea shares. Thumbs up!

HLIB: Stronger earnings on stream (Heveaboard)
http://www.bursamarketplace.com/mkt/tools/research/ch=research&pg=research&ac=169049&bb=172500

Posted by specter > 2017-07-07 16:56 | Report Abuse

cjlim, domestic election is looming therefore we may see another wave of MYR depreciating again. Go for export oriented stocks theme play!

Posted by isupertrader > 2017-07-07 17:07 | Report Abuse

Very low consolidation which means many shareholders are holding and buying more.

Posted by cjlim > 2017-07-07 17:12 | Report Abuse

HeveaPac is the largest laminated particleboard shelving RTA furniture producer in Asia. The factory is located in Seremban, Negeri Sembilan. It has a maximum annual production capacity of 7,200 containers; hires 2,000 workers and runs 24 hours. Particleboard is one of HeveaPac’s major raw materials, sourced in-house from HeveaBoard and from third parties. It complements the particleboard manufacturing business, due to 1) consistent supply and quality of particleboard (the major raw material); and 2) price is stable and most competitive. As at FY16, the group’s RTA business accounts for majority of sales (58%), followed by its particleboard business (42%). In terms of margins, RTA accounts a margin of 15% and particleboard of 20%.

HeveaPac is in the midst of setting up a new RTA manufacturing plant with additional capex of RM33.5m. Scheduled for completion and commercial production by end-FY17, the new RTA plant will diversify HeveaPac’s RTA furniture product range to veneer-based furniture products, which is expected to command better profitability.

Posted by specter > 2017-07-07 17:37 | Report Abuse

They will have a new focus on "veneer-based" furniture products. This simplistic method of making furniture easily raise the premiums not only to the aesthetic quality but the selling prices as well thus it improves profit margin to a few notches up.

http://jacsonsveneers.com/wp-content/uploads/2015/02/veneer.jpg

http://cdnimages.buyonlinenow.com/siteIcons/VeneerLayers.gif

Posted by cjlim > 2017-07-07 20:58 | Report Abuse

Q1'18 HeveaGro Gourmet Fungi and HeveaPac New RTA plant start contribute. Estimate EPS is above 19 cents.

Posted by nich0las > 2017-07-08 16:38 | Report Abuse

HEVEABOARD, Next Monday please fly high high! 输人不输阵！发啊！兴啊！旺啊！
http://imgur.com/a/2plBA

Posted by nikicheong > 2017-07-08 16:51 | Report Abuse

Cool your jets bro. Just enjoy the ride. What's the point Hevea fly to RM1.80 tomorrow then drop back to RM1.50, then yoyo up and down like AirAsia? I rather have small incremental movements backed by increasing confidence in the fundamentals. Whatever rises fast, can fall just as quickly.

I share this investment advice with all of you:

https://s-media-cache-ak0.pinimg.com/736x/72/fc/15/72fc15785f773e104617cb00456818ee--paul-samuelson-finance-business.jpg

Posted by free2invest > 2017-07-08 19:38 | Report Abuse

USD to MYR now above 4.30. This benefitsHeaveboard. :)

Posted by xuewenapeng > 2017-07-08 19:41 | Report Abuse

enjoy the trip to Holland guys

Posted by flytothemoon > 2017-07-08 21:26 | Report Abuse

why? xuewenapeng? both your parents are there?

Posted by free2invest > 2017-07-08 21:46 | Report Abuse

Hahaha...good one!

Posted by nikicheong > 2017-07-08 23:37 | Report Abuse

Higher USD rate doesn't benefit Hevea. Read the statement from their CEO/MD. Already said it is capped by their clients. No upside if the FX rate slides further. And as a Malaysian don't be so greedy hoping for a further fall in the FX rate lah!

Posted by jinkakwong > 2017-07-09 01:13 | Report Abuse

https://www.facebook.com/groups/investalks/permalink/10156408784344535/

Posted by free2invest > 2017-07-09 10:35 | Report Abuse

Hi Niki, HLIB said strong USD will benefit heaveboard.

Posted by nich0las > 2017-07-09 14:18 | Report Abuse

Hevea no more Hidden gems. EveryNews got show Hevea, discuss. Review. Tomorrow buy popcorns sit and watch show. cheers

Posted by yfchong > 2017-07-09 20:17 | Report Abuse

ha ha this moment is long wait.... patience next.....

Posted by flytothemoon > 2017-07-09 23:20 | Report Abuse

not penny stock lazy to see everyday , it will make you emo when you look at the price everyday

Posted by MoXxX > 2017-07-09 23:58 |

Post removed.Why?

Posted by divhunter > 2017-07-10 01:04 | Report Abuse

Sean1985 yeah profit enuff to fly to holland for free..u butthurt nt onboard?

Posted by DaitoRyu > 2017-07-10 10:08 | Report Abuse

http://www.theborneopost.com/2017/07/10/pick-stocks-with-export-oriented-catalysts-analysts/

Pick stocks with export-oriented catalysts — Analysts

Posted by Knownfact > 2017-07-10 12:20 | Report Abuse

There is a good article on the comparison of Hevea & Mieco in Busy weekly. I believe there is another report on Heveaboard enters into mushroom venture too ?!?

Posted by Knownfact > 2017-07-10 16:08 | Report Abuse

The report on 'HeveaBoard enters into mushroom venture' is in Focus Malaysia. Anyone has a soft copy?

Posted by AliCafe > 2017-07-10 16:23 | Report Abuse

strong fundamentals

Posted by Fabien Extraordinaire > 2017-07-10 19:04 | Report Abuse

yes, anyone can share the focus article pls

Posted by simonc > 2017-07-10 22:37 | Report Abuse

Focus Malaysia - HeveaBoard enters into mushroom venture
https://ufile.io/wn1m3

Posted by paperplane2016 > 2017-07-10 22:38 | Report Abuse

Venture into funny business that management don't have expertise,a warning sign

Posted by bjaya > 2017-07-10 23:12 | Report Abuse

Either smack of smart alec mentality or making full use of the tonnes of by-product in the form of sawn dust . Anyway one should do what one knows best .

Posted by nikicheong > 2017-07-10 23:47 | Report Abuse

The business venture is out of left field...but they are apparently using by products of their manufacturing process, hence if it does prove to be workable, we are looking at rather high margins here...and that's all that matters.

Posted by Avangelice > 2017-07-11 01:41 | Report Abuse

Wanted to go in this counter until they started venturing in mushroom industry. WTF. now they have to open up cost of packaging, culturing and selling a food item. NOPE!

Posted by specter > 2017-07-11 08:22 | Report Abuse

Simonc tq for sharing. We appreciate your useful contribution.

Posted by Beza > 2017-07-11 08:34 | Report Abuse

In the AGM recently, Hevea mentioned they have a friend who has experience been venturing in mushroom industry is helping them. Is this called no expertise? They have picked big type of mushroom that don't often sell in SEA by China to plant, smart! Only can find in China. This paperlane2016 has no shares, cannot attend AGM, and simply blindly talk. Who want to trust you?

Posted by specter > 2017-07-11 08:59 | Report Abuse

Found a research paper on mushroom cultivation titled:

Prospects for Increasing Commercial Mushroom Production in Malaysia:
Challenges and Opportunities

http://www.mcser.org/journal/index.php/mjss/article/view/8766

Posted by specter > 2017-07-11 09:03 | Report Abuse

No one company will invest RM 10.5 millions into a new venture without due diligence.

Posted by free2invest > 2017-07-11 09:40 | Report Abuse

Specter, agreed with you.

Posted by free2invest > 2017-07-11 09:41 | Report Abuse

And trust the company management too.