Posted by enigmatic ¯\_(ツ)_/¯ > 2020-02-01 13:29 | Report Abuse

I have also lost money in stocks, but not as much as those who lost money here, esp those who held since 2017.

Seriously, I wouldn't know what to do if I were in your shoes.

I sincerely hope Hevea's business would improve in the next few quarters to alleviate the painful losses suffered.

Posted by GenghisHoe > 2020-02-02 12:33 | Report Abuse

Can we simply trust the business/financial media press?

Source: https://whyvalueinvesting.blogspot.com/2020/02/can-we-simply-trust-businessfinancial.html

Posted by Emotionalkiller > 2020-02-03 10:52 | Report Abuse

Come come 0.4 will be the bottom let us see

Posted by Raymondlol > 2020-02-07 08:02 | Report Abuse

When will b uptrend ya

Posted by DobitaLim > 2020-02-10 23:22 | Report Abuse

Road to Holland soon, congratulation

Posted by GenghisHoe > 2020-02-15 17:16 | Report Abuse

Were HeveaBoard's key management also losing their confidence?

Source: https://whyvalueinvesting.blogspot.com/2020/02/were-heveaboards-key-management-also.html

Posted by GenghisHoe > 2020-02-17 20:51 | Report Abuse

Whether HeveaBoard Berhad is operated by candid and competent management?

Source: https://whyvalueinvesting.blogspot.com/2020/02/whether-heveaboard-berhad-is-operated.html

Posted by yfchong > 2020-02-26 19:25 | Report Abuse

Green

Posted by Patrick13 > 2020-02-27 09:18 | Report Abuse

Consider very good result. Anyway, Hevea two major exporting countries: China and Japan are facing COVID-19 outbreak and may impact 1Q2020 business performance.

Posted by yfchong > 2020-02-29 09:47 | Report Abuse

Pipo pipo

Posted by Raymondlol > 2020-02-29 09:51 | Report Abuse

Today Saturday pipo also bo trade la

Posted by yfchong > 2020-03-01 16:39 | Report Abuse

Tomorrow......... Blood over streets.

Posted by Estherau > 2020-03-04 10:01 | Report Abuse

Anyone here knows when QR out this month?

Posted by GenghisHoe > 2020-03-07 21:48 | Report Abuse

Before placing your bets, would you calculate your risks first?

Hevea's hidden risks:
1. RTA segment is its core revenue contributor but it relies upon two (2) major customers heavily to generate its profits. It has the similar risk like Focus Lumber -- customer concentration risk.
2. Raw material risk
3. Labour supply risk (It's labour intensive)
4. Forex risk

p/s: It's too much uncertainties that being an investor cannot easily handle it. After understanding the above risks, are you still interested on it?

Valuation wise, its calculated price would be ranging between:
1. 0.26 (PE 10.50) to
2. 0.71 (PE 28.50).
How about the industry PE? 16.39 PE.

Read more:
1. https://whyvalueinvesting.blogspot.com/2020/01/did-heveaboard-ceo-execute-what-he.html
2. https://whyvalueinvesting.blogspot.com/2020/02/can-we-simply-trust-businessfinancial.html
3. https://whyvalueinvesting.blogspot.com/2020/02/were-heveaboards-key-management-also.html
4. https://whyvalueinvesting.blogspot.com/2020/02/whether-heveaboard-berhad-is-operated.html

Posted by mf > 2020-03-08 02:43 | Report Abuse

sell

Posted by Emotionalkiller > 2020-03-09 10:50 | Report Abuse

See my previous text, I predict below 0.4 already come, this is based on my paper analysis the fundamentals of this company

Posted by shpg22 > 2020-03-12 10:57 | Report Abuse

Manufactured wood industry is cyclical. Now its at down cycle, but no one know when is up. Low can get lower, its good to accumulate at low esp company with strong balance sheet and fundamental like HEVEA.

Posted by Knownfact > 2020-03-19 19:00 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3036794

Posted by Knownfact > 2020-03-26 18:13 | Report Abuse

Sense maker why you said so?

Posted by fusing79 > 2020-03-26 22:33 | Report Abuse

they will close for 4 weeks later the result will be bad

Posted by yfchong > 2020-03-27 09:41 | Report Abuse

Take 1 cts dividend

Posted by Raymondlol > 2020-03-27 10:19 | Report Abuse

Paid out today?

Posted by Tarita > 2020-03-27 10:29 | Report Abuse

get ready to fall.
stupid tan soon hin

Posted by Tarita > 2020-03-27 16:40 | Report Abuse

hahahahahahah really fall and stupid tan soon hin

Posted by tah16600 > 2020-04-01 10:46 | Report Abuse

Lai leow loh !

Posted by tah16600 > 2020-04-01 11:36 | Report Abuse

Extremely undervalue, strong buy

Posted by danchong > 2020-04-01 12:18 | Report Abuse

The company shares buybacks at 31. not much downside.
who is tan soon hin? what does he has to do with Hevea?

Posted by danchong > 2020-04-02 11:45 | Report Abuse

Sense maker, you are painting a very gloomy picture of the future of Hevea. The current situations will definitely impact negatively on the bottom line of the company. The MCO also causes a few hiccups in the production & shipments. As far as future demand for its products, your guess is as good as mine.

Posted by yfchong > 2020-04-03 00:06 | Report Abuse

Wait for long shut down

Posted by danchong > 2020-04-03 15:19 | Report Abuse

The RTA sector is labour intensive and was badly hit by labour shortage in 2018-2019. This also led to lost in order. We can see that situations were improving until the recent MCO. They went back to production last Sunday but only working at 25% capacity. They also sorted out the problems of shipments. Don't think they will loss any order unnecessarily.

The particleboard sector stopped work on 21/3 and can resume once the supply of logs and resin has been secured.

No problem with the production of king oyster mushrooms. Sales to hypermarkets increased by 5 folds but restaurants business dropped significantly. The overall sales will be much higher once the MCO is over.

The bottom line of this 2 months will definitely be negatively impacted. Hopefully, they can overcome that quickly in the coming months.

The company has a very strong BS and should be able to weather through this difficult period.

The company has a high dividend pay out record. Hope the dividend can be maintained or not dropped much in the next few quarters.

Posted by danchong > 2020-04-03 16:22 | Report Abuse

Thanks sense maker

Posted by joni > 2020-04-09 16:30 | Report Abuse

nice to close at 0.37

Posted by Knownfact > 2020-04-10 21:36 | Report Abuse

1 sen final dividend announced

Posted by Miz Raya Bloom > 2020-04-11 10:57 |

Post removed.Why?

Posted by Knownfact > 2020-04-11 21:45 | Report Abuse

The high dividend policy does suggest that the management is very willing to reward the shareholders. 1 sen per quarter for the last 4 Qs

Posted by Kon Lim Chai > 2020-04-12 15:59 | Report Abuse

think for past 5 yrs, Hevea paid dividend quarterly. Net cash/cash equivalent about RM110 million. Recurring non cash expense of about RM25 million alone is more than adequate to pay annual dividend of 4 sen.

Posted by danchong > 2020-04-12 19:27 | Report Abuse

Kon, I agree with you. the BS is very healthy. As at 31/12/19, Cash in hand (62mil) Plus Tax exempted investment (66mil), we are looking at 128mil. 4 sens dividend is sustainable.

At 32.5 sens, the dividend yield is a whopping 12.3%.

Posted by joni > 2020-04-15 09:51 | Report Abuse

high volume in morning session

Posted by gohku > 2020-04-15 11:29 | Report Abuse

Even dividend is cut by 50% to 2 sen from 4 sen, it is still very credible with yield at 6% pa.

Posted by danchong > Apr 3, 2020 3:19 PM | Report Abuse

The RTA sector is labour intensive and was badly hit by labour shortage in 2018-2019. This also led to lost in order. We can see that situations were improving until the recent MCO. They went back to production last Sunday but only working at 25% capacity. They also sorted out the problems of shipments. Don't think they will loss any order unnecessarily.

The particleboard sector stopped work on 21/3 and can resume once the supply of logs and resin has been secured.

No problem with the production of king oyster mushrooms. Sales to hypermarkets increased by 5 folds but restaurants business dropped significantly. The overall sales will be much higher once the MCO is over.

The bottom line of this 2 months will definitely be negatively impacted. Hopefully, they can overcome that quickly in the coming months.

The company has a very strong BS and should be able to weather through this difficult period.

The company has a high dividend pay out record. Hope the dividend can be maintained or not dropped much in the next few quarters.

Posted by danchong > 2020-04-15 13:53 | Report Abuse

In my opinion, this share is severely undervalue at current price. NTA per share is 77 sens. Even cash per share is 22.5 sens.

Gohku, I hope more people like you share the same view. This is a very good dividend stock with the potential of better earning when we get back to normal. Don't forget the company did enjoy double digit EPS for 3 years during 2015-2017.

let's hope that good time return soon.

Posted by joni > 2020-04-17 15:29 | Report Abuse

good stock moves slow

Posted by James Ng > 2020-04-26 10:26 | Report Abuse

https://klse.i3investor.com/blogs/general/2020-04-26-story-h1506136697.jsp
[转贴] [HEVEABOARD BHD：中美贸易战引起的市场情绪疲软] - James的股票投资James Share Investing

Posted by yangxi > 2020-04-27 18:47 | Report Abuse

james在背书吗。哈哈

Posted by steveninvest > 2020-04-28 15:17 | Report Abuse

US keep on rising for this quarter, benefit heveaboard, the stock will rise further soon..

Posted by Masterhead > 2020-04-28 15:51 | Report Abuse

On April last year, the share price was 0.73 when the USD currency versus RM is lower than this time. Heveaboard can consider as undervalued stock at this moment. Can collect and wait for rebound..

Posted by steveninvest > 2020-04-29 09:02 | Report Abuse

Time to rise..

Posted by lamching > 2020-04-29 09:13 | Report Abuse

king oyster mushrooms will start to grow soon.

Posted by MillionMindset > 2020-04-29 10:10 | Report Abuse

USD keep climbing. Getting more and more buyer, going to rise further.

Posted by sengkee > 2020-04-29 17:03 | Report Abuse

Profitable company and declared dividend last year. NTA 77 sen. Last year profit RM15.9 million

Posted by OneSmallStep > 2020-04-29 19:03 | Report Abuse

Thank you hevea...the final dividend of 1 sen..making the total dividend for fiscal year 4 sen. Where can you get this kind of stock?