Posted by buckbunny > 2017-12-19 10:38 | Report Abuse

buy Inari better..just buy and keep..good business nature,,high grow,good management.

Posted by paktua73 > 2017-12-20 14:47 | Report Abuse

od man win bet 35k unit at 1.18
old man manage avvrge down
total share on hand 40k avvge per share 1.20
tut tut
back

Posted by paktua73 > 2017-12-20 15:33 | Report Abuse

win bet more at 1.16
old man manage avvrge back
tut tut

Posted by noobnnew > 2017-12-21 10:10 | Report Abuse

The last time share price hit 1.16 was July 2016. Let’s recap the company position based on the annual report compare to Jun 2016.
i) Cash and cash equivalent – No changes ( 2016 Q3 RM109 mil vs 2017 Q3 RM109 mil)
ii) Short Term Borrowing – Down 16% (2016 Q3 RM8.1 mil vs 2017 RM6.8 mil)
iii) Long Term Borrowing – Up 143% (2016 Q3 RM16.8 mil vs 2017 RM6.9 mil)

Current ratio 7.2 (2016) compare to 4.61 (2017)

Revenue from Particle Segment and Ready to Assemble (RTA) Segment increase 6.8% and 2.5% despite annual factory maintenance.

Main catalyst: i) Tokyo Olympic stimulate the demand for particle board
ii) Fungi Business start contributing in 2018
iii) New production line and automation

Key risk: Higher raw material price, labour shortage, USD MYR weakening

Management action to mitigating risk: Import new technology in creating particle board, automation of factory (Source: Focus Malaysia)

What do you get by paying 1.16?
Free RM 48 million worth of CAPEX compare to July 2016 and consistent dividend yield of more than 4%.

I will do a detail write up soon.

p/s: It is not a buy / sell recommendation but just expression of view. I hold Hevea share for more than 2 years.

Posted by paktua73 > 2017-12-21 11:43 | Report Abuse

win some at 1.16
old man avvrge down more
tut tut

Posted by tzehming > 2017-12-21 12:10 | Report Abuse

noobnnew thx for the analysis

Posted by paktua73 > 2017-12-21 12:26 | Report Abuse

old man eat more 1.15,1.16
tut tut

Posted by BERKSHIRE > 2017-12-21 14:02 | Report Abuse

paktua73, u suddenly come here when others panic sell! hahaha

Posted by Snoopy仔 > 2017-12-21 14:11 | Report Abuse

Noobnew, there is some correction:

iii) Long Term Borrowing – Down* 143% (2016 Q3 RM16.8 mil vs 2017 RM6.9 mil)

Posted by noobnnew > 2017-12-21 14:21 | Report Abuse

Hi,
I took the figure from latest financial result published in Bursa Malaysia website. Are there any changed subsequently?

The last time I check, EPF up their total holding from 2% to 6% and Cold Eye still holding its 8mil share. Apart from that the director still holding 35%. So, if the future of the company is bad, why did EPF triple its holding and still aggressively buying?

Posted by Snoopy仔 > Dec 21, 2017 02:11 PM | Report Abuse

Noobnew, there is some correction:

iii) Long Term Borrowing – Down* 143% (2016 Q3 RM16.8 mil vs 2017 RM6.9 mil)

Posted by Fabien Extraordinaire > 2017-12-21 16:13 | Report Abuse

Collecting Hevea more at this price.

Posted by Kang Yao > 2017-12-21 16:22 | Report Abuse

where can you find cold eye latest holding?

Posted by saltedfish > 2017-12-21 16:37 | Report Abuse

「以为啊」的高唱故事铁定已經收档了

Posted by saltedfish > 2017-12-21 16:38 | Report Abuse

从今开始啟动漫长的下坡之路

Posted by saltedfish > 2017-12-21 16:39 | Report Abuse

朋友们一路好走呀！

Posted by paktua73 > 2017-12-21 16:48 | Report Abuse

Berkshire..
Old man crazy one
Always do crazy thing he he.
Try to collect big more at 1.15 still not get.
Tut tut always dare one

Posted by Ben Ong > 2017-12-21 16:57 | Report Abuse

my cost is at 1.50... hopefully will rebound soon. no more bullet to average more. tut tut

Posted by omgimnoob > 2017-12-21 17:14 | Report Abuse

One bad result will stir the market sentiment towards the share price. Olympic in Japan... oh, forget about the scroom scroom already investor panic, everything forget

Posted by noobnnew > 2017-12-21 17:18 | Report Abuse

You can look for it in latest annual report. As one of the substantial shareholder, he is required to report to Bursa if he buy / sell any share from time to time. Since, there is no announcement on him ceasing to be substantial shareholder, we can safely assume that he still holding.
Besides that, an analysis on Top 30 Substantial Shareholder, most of them are local / foreign fund. So, I would like to restate my point again, if the situation is that bad, why didnt those top fund selling?

Posted by Kang Yao > Dec 21, 2017 04:22 PM | Report Abuse

where can you find cold eye latest holding?

Posted by Fabien Extraordinaire > 2017-12-21 17:47 | Report Abuse

price drop amid changing sentiments la...temporary or permanent decline, my bet is former...no need to crack head justifying why the share price is dropping...if u done ur work and have much conviction on ur due diligence, this is an opportunity to average down and build position size...if no more bullet, then stop looking at share price and stay away until the next quarter results to revisit ur position again...if no confidence in the company, better sell your shares then.

Posted by Fabien Extraordinaire > 2017-12-21 17:50 | Report Abuse

company keeps buying back shares...what does that tells you?
how is ur assessment of the management over the years? do u think they can manage the challenges effectively? will they emerged stronger? these are the questions u intuitively should have known..

Posted by paktua73 > 2017-12-21 19:45 | Report Abuse

old man buy hevea
bcoz..
old man love make money one..
lie is always old man
true is always money he he
don't trust?
don't buy
he he
see on next year
tut tut

Posted by choochen > 2017-12-21 20:09 | Report Abuse

Noobnew, there is some correction:

As my knowledge, if someone no holding share => 5%, he is not required to report to Bursa if he buy / sell any share from time to time.Even they are Substantial Shareholder on Top 30 of Shareholders list.

Posted by choochen > 2017-12-21 20:11 | Report Abuse

Immediate Announcement on Shares Buy Back
HEVEABOARD BERHAD

Date of buy back 21 Dec 2017
Description of shares purchased Ordinary shares
Currency Malaysian Ringgit (MYR)
Total number of shares purchased (units) 40,000
Minimum price paid for each share purchased ($$) 1.140
Maximum price paid for each share purchased ($$) 1.160
Total consideration paid ($$) 46,000.00
Number of shares purchased retained in treasury (units) 40,000
Number of shares purchased which are proposed to be cancelled (units) 0
Cumulative net outstanding treasury shares as at to-date (units) 922,000
Adjusted issued capital after cancellation
(no. of shares) (units) 557,656,127
Total number of shares purchased and/or held as treasury shares against total number of issued shares of the listed issuer (%) 0.16533

Posted by paktua73 > 2017-12-21 21:29 | Report Abuse

tomorrow no more below 1.18
tut tut

Posted by paktua73 > 2017-12-22 10:00 | Report Abuse

hu hu still fail to grab more at 1.15
tut tut waiting

Posted by TF Tan > 2017-12-22 10:21 | Report Abuse

current price is a good buy actually....

Posted by godhand > 2017-12-22 10:24 | Report Abuse

the latest result speak for itself. what is hevea price at 2014

Posted by bluebiznet > 2017-12-22 10:25 | Report Abuse

0.95 is a good buy

Posted by paktua73 > 2017-12-22 10:42 | Report Abuse

old man dare to buy
manage grab tiny one at 1.15
win grab big more at 1.16
old man always gila one
always buy when all run
tut tut

Posted by sasword > 2017-12-22 11:52 | Report Abuse

Buy sohai GLC better, ppl sure run and u buy cheap share from sohai gov.

Posted by paktua73 > 2017-12-22 16:08 | Report Abuse

old man manage sold back 55%
share on hand at 1.21 couple time
sustain back caital and lock profit a bit
left balance share avvge per share 1.165
tut tut
always sohai one
as long make money
tut tut

Posted by BERKSHIRE > 2017-12-26 13:59 | Report Abuse

old man huat lor. always buy when others panic sell. tut tut so pro in contra.

Posted by omgimnoob > 2017-12-26 15:43 | Report Abuse

Today volume is very suspicious other counters still Christmas mood.

Posted by buckbunny > 2017-12-27 09:49 | Report Abuse

the more you average,the more capital you stuck there,better get rid of this counter,,don't touch it.

Posted by paktua73 > 2017-12-27 11:15 | Report Abuse

old man sold more at 1.21
secure profit and lock all capital back
just left 10% share on hand
old man will be back to avvrge again
tut tut

Posted by LanSeeBoy > 2017-12-27 21:27 | Report Abuse

Other than vested interest, can think of any sensible reason why analysts still trying patch this sinking boat.

Posted by Chef > 2017-12-28 21:10 | Report Abuse

Who this old man?

Posted by kpolee22 > 2017-12-28 23:45 | Report Abuse

PUC (0007)HTF BREAKOUT, BUY NOW BEFORE FLY..... LOOK AT PUC CHART URSELF

Posted by paktua73 > 2017-12-29 09:23 | Report Abuse

Old man q more a 1.15
hope will get today
Tut tut

Posted by Avangelice > 2017-12-29 10:06 | Report Abuse

ignore the old man. when he does come into the thread you know that counter is fucked. he was at aax and sang praises then started selling v

Posted by paktua73 > 2017-12-29 10:58 | Report Abuse

Old man tadika one
Bodo one why scare?
This old man failure one
Always lose see he lose here
Buy at 1.165 sold 1.2+
Lose big
Some all stock his go all lost maa
Ignore je this lie old man
He he
Oldman always old man
Always do on old man style
Tut tut

Posted by maktua78 > 2017-12-29 13:21 | Report Abuse

old man on dog style kena cucuk behind now tut tut

Posted by paktua73 > 2017-12-29 14:02 | Report Abuse

Alamak!!
Maktua ala Mali..
Paktua kantoi dok Uma Bini muda
He he
Maktua sini sikit jer
Usaha play play he he
U still no 1
He he
Cabuuuuuittt
Tut tut
Lari di kejar oleh maktua dgn anjing tua..
He he

Posted by Kahlen88 > 2018-01-02 11:27 | Report Abuse

HEVEA, please don't give me heart attack during CNY, I have topup 3 times to average down the cost, hope to get the great news from your next QR.

Posted by omgimnoob > 2018-01-02 11:43 | Report Abuse

Got dividend ma, 不要乱... calm down. New manufacturing plant when to commenced production?

Posted by mr00183 > 2018-01-02 12:22 | Report Abuse

Relax, heveaboard is delivering backlog orders on top of this Quarter order hehe

Posted by godhand > 2018-01-02 12:25 | Report Abuse

HEVEA, please don't give me heart attack during CNY, I have topup 3 times to average down the cost, hope to get the great news from your next QR.

U need to have holding power. Might drop below 1 just make sure u dont freak out

Monitor how they hedge against currency this is their biggest weakness.

Posted by choochen > 2018-01-02 12:49 | Report Abuse

Whole year net profit for year 2017 surely will lower than last year 2016, between 65million to 70million. Compare to 80million last year.
If above 70million, can count as bonus since labour issue, higher glue cost, Ringgit strength against US dollar dll occurred.

Posted by yfchong > 2018-01-02 13:07 | Report Abuse

if new material successful it will be a plus point. not too sure what is the glue cost composition in making board.. If petrol price increase glue cost will increase too...