I don't think hevea would gain from the US tariffs on China. In fact, things could work out against them.
50% of their particleboards are exported to China. And a US tariff on China particleboards will only bring down the prices of particleboards in China. As it is, there's already a particleboard price war dt overproduction in Thailand. Hevea has 2 make customers which give them 37% of their revenue. These customers might opt for cheaper options if China fail to export their particleboard.
They don't gain from the rubberwood export ban either coz the company consumes logs instead of sawn timber. And log exports have been banned a long time ago.
The RTA division and King oyster mushroom business have prospects though. I'm not bullish about this company but it is still worth watching.
Piddle agree what u said. However hevea export wood to China is using USD as currency therefore weaker ringgit still a benefit to hevea. Secondly new segment of King oyster business is using their waste from raw materials therefore can said cost reduced. As I know previously king oyster mushrooms is imported from Korea and selling quite expensive therefore hevea able to gain a high margin for mushrooms business
Maria is not only causing Japan to flood, but China too. Mushroom still early to expect good revenue and profitability. However, we are not sure it will directly increase Hevea's sales. Even if it did increase the sales, the increase will not factor in this coming quarter announcement.
He said the company got plenty cash pay dividen. Japan market stable and uptrend Man power slightly solve from contract worker Their customer in China markets are supply to locate market only, unless China customer sell to US than will be affected.
collect since 0.85,0.82,0.79...then 0.83 0.86..0.87......1000 lot d lol sikit sikit beli lama lama jadi bukit ...no power to push so much, wait for dividends better next target investment 1500 lot ...need more income ><" 5095 today Magnum 1st prize... amitofu popi popi tiok BanZi
yes....totally agree! now is the time collect Hevea..... 2019 mushroom for every share holder! the only one reason i will sell that is usd below 1: 3.80... other wise will keep long long get dividends also hope one day Hevea EPS getting higer then give bonus share. INVESTMENT INVESTMENT INVESTMENT (重要的事情说三次 lol)
aiyo...dont say like that up 2 sen nia.....me small potatoes.....hahahhahaha i enjoy the moment only......to be Rich is a long long dream... work work invest work work invest.... find something make myself happy from healthy investment( not gambling)
oh yea...song ..... my carehui (assets) gain 2 sen liao ... i am rich i am rich richer richer.... TP1.50 ! 2020 Olympics is not a dream. my holding power skill level up liao...kekekeke
wahsai DualShock ....lu manyak pandai tulis cerita....... but i like it ! ....hahaha
Q2 result may not look good yet....but for long term investment..... Hevea is one of the best to collect from now. next month will continue top up ....
today ROAD BLOCK at 0.91... German Tank parking at 0.90.. this is a good time for LT investors collect.... safety zone... i promote my good buddies to buy in, collect n keep for long term too. i believe in Hevea... good friends rich together....if wrong? die together too ! hahaha
yes Geary ,my opinion buy below 1.00 is safe zone. i bought in after May...n keep collecting until now. ALL IN d (poor people also can say All In right?)...lol
Ya... HEVEA is almost same like LiiHen...but slightly different in terms of products... cyclical also... that's overcapacity problems...But now the triumph card is Abalone Mushroom...very efficient management...N isn't cyclical... profit margins is better...GL.
Post a Comment
People who like this
New Topic
You should check in on some of those fields below.
Title
Category
Comment
Confirmation
Click Confirm to delete this Forum Thread and all the associated comments.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
samyew1234
1,362 posts
Posted by samyew1234 > 2018-07-24 23:18 | Report Abuse
heard coming q result red le