Posted by johnny cash > 2015-07-21 10:40 |

Post removed.Why?

Posted by johnny cash > 2015-07-21 10:42 | Report Abuse

cimb target 2.90,,,i think new coverage stock by cimb

Posted by kt888 88 > 2015-07-21 11:09 | Report Abuse

cimb rating is trust-able?

Posted by jackylnw49 > 2015-07-21 12:07 | Report Abuse

Refer CIMB rating for HEVEA.. so far can believable
http://klse.i3investor.com/servlets/stk/pt/5095.jsp

Posted by jackylnw49 > 2015-07-21 12:29 | Report Abuse

HUGE volume for EVERGRN recently..hit highest 2.02 now

Posted by erkongseng > 2015-07-21 17:57 | Report Abuse

吉隆坡21日訊）美元走強、原料成本下跌，加上內部重組奏效，長青纖維板（EVERGRN，5101，主板工業產品組）有望進入佳境。
聯昌研究表示，該公司2013財政年至2017財政年賺幅從4%增加至22%，主要是來自美元走強、原料（木板與膠水）及貨運成本走低及內部重組成功。
該行預計，美元每走強1%，該公司2015財政年每股淨利也相應走高10%。
分析員補充，該公司客戶人數超過600人，分佈逾40個國家，其中70%營業額以美元為交易單位。
該公司透過購置新機器以節省勞工及能源成本，以改善賺幅，預期可顯現在2016及2017財政年的淨利。
此外，該公司也關閉無法獲利的工廠並增設刨花板及家具的產能。
聯昌認為，該公司將會脫售非核心業務，預計可籌集1億1千萬令吉（每股21仙），並將該筆資金用作降低負債率或股息用途。
該公司是亞洲其中一家領先中密度纖維板（MDF）製造業者，工廠坐落於大馬、泰國及印尼，年產量達130萬尺。
基於該公司已渡過2012至2014年艱難的時刻，聯昌給予“加碼”評級，目標價2令吉90仙。（星洲日報／財經‧報導：謝汪潮）
令吉兑美元走低 家具股股价挺涨 二零一五年七月二十日 晚上八时四十二分





（吉隆坡20日讯）随着令吉兑美元今早走低至3.8077的水平，引发投资者的兴趣，促使以出口为主的家具制造业者的股价盘中走升。
家具股如长青纤维板有限公司（EVERGRN，5101)和美固木屑板有限公司（MIECO，5001）各别上涨至5年来的新高1.93令吉和1.16令吉，而利兴工业有限公司（LIIHEN，7089）今日早盘则飙涨至历史新高5.40令吉。
休市时，长青纤维板起9仙或4.95%至1.91令吉，美固木屑板扬5仙或4.55%至1.15令吉，利兴工业则上涨15仙或2.87%至5.38令吉。
然而，长青纤维板和美固木屑板的成交量居高，各别为619万8600股和1184万6800股；利兴工业的成交量仅有9万4500股。
根据《The Edge》财经日报早前的报道，美元走强是大马家具股股价走升的主因，对外国买家而言，大马家具股的股价因美元走升更为廉宜。
今年迄今，美元兑令吉走升8.58%。令吉兑美元在上周收报于3.7968的水平。http://www.kwongwah.com.my/news/2015/07/20/105.html
个人浅见--过去5～6 年逢隆股市牛市,公司处逆境,股价長期低迷,现遇上顺境,净利看好,
股价是好好表现了,rm 2.50 与大家相见吧！Evergrn 5101为大马第一与全球第五大的中密度纤维板公司,
果然是不同凡响,股价長青,现只是看到净利转好,若土地庫重估,股价不是要直奔rm2, 50 了,守住,给盈利奔跑吧！

Posted by Edwinyee826 > 2015-07-21 18:39 | Report Abuse

how about Priceworth 7123 ? Potential ? Is also a timber company

Posted by 817065 > 2015-07-21 18:58 | Report Abuse

One important factor often overlooked by investors is the liquidity of the shares traded. Even if the business fundamentals are good, big investors will not buy in unless there is reasonably good liquidity in a company. Evergreen has good liquidity and thus will deserve a higher PE rating. It's PE rating is currently below it's peers' average because of its past sufferings. This situation is now steadily changing as it attracts institutional funds.

Posted by erkongseng > 2015-07-21 19:56 | Report Abuse

817065 同意你的论点.

Posted by sell > 2015-07-22 03:21 | Report Abuse

Why TTM PE 45 consider cheap?
http://klse.i3investor.com/servlets/stk/fin/5101.jsp

Posted by sell > 2015-07-22 03:27 | Report Abuse

No dividend stock also people buy expensively. Why?

Posted by erkongseng > 2015-07-22 05:57 | Report Abuse

将可能派特别息,pe=45是 rolling 最近四个季度的,未耒eps 上升将可拉底pe 至20 倍内.

Posted by joerakmo > 2015-07-22 15:15 | Report Abuse

MDF has more growth than just furniture.All the big boys has profit margin of 8-12 %. Evergreen is the only one with turnover touching 1 billion.

Posted by Krystal Lee > 2015-07-22 17:30 | Report Abuse

CIMB's TP for evergreen 2.9

Posted by erkongseng > 2015-07-22 17:52 | Report Abuse

3利好因素带动　长青净利料大反弹

（吉隆坡21日讯）在强势美元、原料成本下滑和內部重整3大推动力支撑下，分析员认为，长青纤维板（EVERGRN，5101，主板工业股）將挥別过往2年的劣势，2015財政年（12月31日结账）净利预料將强力反弹。
长青纤维板是亚洲最大中密度纤维板（MDF）製造商，於马泰印三地的总年產量为130万立方米，並在40个国家拥超过600名客户。
首次追纵长青纤维板的联昌国际投行分析员披露，他们看好该公司70%营业额以美元计价，所以美元若升值1%，该公司2015財政年每股盈利將会增长10%。
除了美元匯率走强效应，分析员也看好长青纤维板一系列的內部重组计划，將提振该公司2016至2017財政年的盈利。
「该公司的內部重组，包括降低成本、提升製造过程和推出新產品，以改善赚幅。该公司也关闭无利可图的工厂、购买新器材以降低製造时间、扩展其刨花板（particleboard）和家具生產量。」
因此，分析员表示，在美元走强、內部重组、原料（树胶木和胶水）价格下跌带动下，该公司税前盈利赚幅將从2013財政年的3%，大幅攀升至2017財政年的22%；同时，也预测净利將从2014財政年的20万令吉，激增至8340万令吉。
此外，分析员估计，长青纤维板能透过脱售其非核心资產，取得约1亿1000万令吉现金，將用来减低债务或提高派息，这意味著该公司股息在未来2年內仍有上涨空间。

鉴于种种利好因素，分析员给予长青纤维板「增持」投资评级，目標价为2.90令吉。今天闭市时，该股报2.01令吉，全天起10仙或5.24%，成交量为1200万8800股。http://www.orientaldaily.com.my/business/cj3202026
短期內脫困 常青纖維板站7年半新高


財經股市21 Jul 2015 17:41

　（吉隆坡21日訊）美元升值、原料價格下跌和內部重組將助常青纖維板（EVERGRN，5101，主要板工業）擺脫困境並邁向光明前景，利好帶動該股一度漲11仙至2.02令吉，達7年半以來最高水平。

　常青纖維板今日開盤時，揚3仙，以1.94令吉迎市，隨后持續上漲，一度漲11仙或5.7%，報2.02令吉，為2007年11月以來最高水平。休市時，該股起10仙至2.01令吉，半日易手855萬300股。

　截至4時30分，該股報1.99令吉，起8仙，成交量1059萬9100股。

　根據聯昌證券研究報告，常青纖維板為引領亞洲的中密度纖維板製造商之一，在全球40多個國家擁有超過600名客戶，70%營業額以美元計價，美元每升值1%將帶動每股盈利成長10%。

　“我們預計在強勁美元、原料成本暴跌、運輸成本下滑，及內部重組計劃的推動下，利息、稅務、折舊與攤銷前盈利（EBITDA）賺幅將從2013財年4%，迅速成長至2017財年22%。”

　該公司推出一系列重組計劃以削減成本、改善製造過程，及推出新產品以改善賺幅，預計將反映在2016財年至2017財年收益，該公司亦關閉了無獲利廠房，添購新設備以降低生產時間及擴大生產力。

　“我們預計公司脫售非核心資產后將獲得1.1億令吉現金，可讓公司減少債務或派發股息。我們給予增持評級，目標價2.90令吉。”http://www.chinapress.com.my/node/639602

Posted by erkongseng > 2015-07-22 17:52 | Report Abuse

Evergrn5101 長青纤维板能展翅高飞吗?
公司脫售非核心資產后將獲得1.1億令吉現金，可讓公司減少債務或派發股息.
于31-3-2015 evergrn 的债务2.88亿,公司有CASH 7041万,
用1.1亿还了债务,loan只剩下1.78亿,若扣除cash 7048万,公司真正loan只剩1.08亿.
简单用Q1净利2000万算,只要累积多 5个季度就可以清完所有的债务,而成净现金公司,
当然这是在不派息情况下,但我想信以公司过去记录,只要净利多1,2季度就会派息了,成为现金公司,时间上会拉長吧.
从日前整个大环境对公司有利下(橡木原料成本低,美元 强,原油便宜(作粘接剂材料),
公司为此行业的先锋,投资者对公司恢复了信心,要达标机会大,接下来股价走向RM3元是有希望的,
本益比(PE)=20倍,EPS=RM0.15 SEN ,股价-RM3.00
供参考,进出自负.

Posted by pang72 > 2015-07-22 22:06 | Report Abuse

all wood stocks are in rocket...........just grab some to ride the excitement

Posted by kmohan62 > 2015-07-23 09:49 | Report Abuse

Next to watch is Ecowood...

Posted by erkongseng > 2015-07-23 17:29 | Report Abuse

今曰回升，明曰又有好戏演出！

Posted by pang72 > 2015-07-23 19:22 | Report Abuse

Lia Lai liao

Posted by dalpinia > 2015-07-23 20:50 | Report Abuse

Consolidate over....tomorrow rm2.2

Posted by dalpinia > 2015-07-23 20:50 | Report Abuse

Can go in 9am.....

Posted by erkongseng > 2015-07-24 07:29 | Report Abuse

Evergrn is a black horse at 2015 ,good profit and good future.

Posted by 817065 > 2015-07-24 08:13 | Report Abuse

Brent crude oil price is now at US$ 55 per barrel and trending downwards. This will be very good for export based manufacturers like Evergreen. In addition ringgit may further weaken to 3.85 in the near future, also good for exporters like Evergreen. US home sales data is also very strong and strongly trending upwards. Looks like all the macro indicators are favoring export-based companies like Evergreen in the foreseeable future.

Posted by Edwinyee826 > 2015-07-24 11:07 | Report Abuse

this fews day wood stock quite slow

Posted by shellhouse > 2015-07-24 11:14 | Report Abuse

Seems like profit taking going on since the stock already up >50% since June.

Posted by dalpinia > 2015-07-24 17:31 | Report Abuse

Ovet for profit taking this week....next Monday will start big show again....tm2.5 is expected

Posted by qazwer > 2015-07-25 01:22 | Report Abuse

Monday up....up

Posted by Jackycheah > 2015-07-26 01:08 | Report Abuse

http://m.kinibiz.com/story/stock-stalk/179789/evergreen-fibreboard-better-days-ahead.html

Posted by kmohan62 > 2015-07-26 10:09 | Report Abuse

It's time to train your gun on MIECO...a flurry of activities is coming soon...

Posted by erkongseng > 2015-07-26 19:04 | Report Abuse

jackycheah ,thanks your share,good comment and good strong,i will see a bright future at evergrn.

Posted by TAH > 2015-07-26 19:54 | Report Abuse

I agree with Edwingee826, why not buy Pworth which got potential to move and target company for taking over since the director hold only 11.5%

Posted by kmohan62 > 2015-07-27 11:46 | Report Abuse

Guys,time to move on...hope you get my drift..

Posted by erkongseng > 2015-07-27 15:09 | Report Abuse

2015-07-26 19:24




xia問：
長青纖維板（EVERGRN，5101，主板工業產品組）前景好嗎？
答：據分析員早前走訪長青纖維板後，認為國際油價低迷及美元走強，將提振該公司賺幅，加上精簡成本營運，因而不排除可在2016年派發股息。
豐隆研究指出，該公司所需的原材料，如木材及膠汁都處於低迷，將可支撐該公司盈利。
此外，管理層也透露，公司將持續精簡成本及多元化不同的產品以取得更高的賺幅。
分析員認為，目前，長青纖維板的負債率低於0.3倍，且在改善賺幅中，不排除2016年派發股息的可能。
豐隆說，該公司需面對數項風險，包括原材料及勞工成本上升、纖維板（MDF）需求量下跌、外匯波動及無法在預定的時間內轉虧為盈。
假設該公司的美元匯率定在3令吉60仙，預計2015至2017財政年淨利可提高6.4%至12.9%，每年淨利分別為7千870萬、1億零30萬及1億零300萬令吉。
豐隆認為，該公司橡膠地庫價值尚未反映在目前股價，加上健康的資產負債表及美元走強的表現，維持該公司“買進”評級並上調目標價至2令吉15仙，本益比為11倍。（星洲日報／投資致富‧投資問診‧文：李文龍）

Posted by Anonymous99 > 2015-07-27 16:47 | Report Abuse

What happen?? Drop 0.1

Posted by muk912 > 2015-07-27 17:13 | Report Abuse

this stock is not for speculator. drop is normal.

Posted by kkteng70 > 2015-07-28 10:02 | Report Abuse

can buy now ?

Posted by Edwinyee826 > 2015-07-28 10:05 | Report Abuse

For long term can , for short term dun buy

Posted by kent05 > 2015-07-28 10:13 | Report Abuse

why today drop so much?

Posted by Edwinyee826 > 2015-07-28 10:29 | Report Abuse

US market bad news , u can read sin chew economy today . Sum more This counter from 50 sen up to rm 2 , People taking profit is normal

Posted by muk912 > 2015-07-28 11:55 | Report Abuse

It's normal as their valuation price actually is around RM2. Speculators sold a lots of shares these 2 days. Anyway, positive growing for this stock. Wait for their great growth and keep holding till end of this year.

Posted by thekingfish > 2015-07-29 09:27 | Report Abuse

Get ready for some BIG gains this week, At this price a lot of traders and speculators are going to enter this counter, For longer-term investors, this correction was a very good opportunity to increase shareholdings. Dollar is still strengthening - good for Evergreen's business. Yesterday, markets in Asia panicked because of the drop in China on Monday, but Europe and Wall Street have kept-on rising because of positive news. Asian markets will catch-up. Chinese share markets are not connected to the global financial system as much as other major stock markets. The impact on Asia was psychological. Get ready for the rebound.

Posted by chy72 > 2015-07-29 13:37 | Report Abuse

http://www.themalaysianinsider.com/business/article/dollar-strengthens-ahead-of-fed-policy-statement

Posted by johnny cash > 2015-07-30 07:38 |

Post removed.Why?

Posted by erkongseng > 2015-07-30 15:26 | Report Abuse

evergrn 5101 rm1.92 重新買回，
Q2(8月份)将带来佳音.

Posted by chy72 > 2015-07-30 17:10 | Report Abuse

will follow buy more tomolo

Posted by dalpinia > 2015-07-31 08:15 | Report Abuse

http://klse.i3investor.com/blogs/kianweiaritcles/80584.jsp

Posted by chy72 > 2015-07-31 11:20 | Report Abuse

lai liao....lai liao...better than mieco....

Posted by nen51 > 2015-07-31 12:11 | Report Abuse

fully valued. please ready to sell

Posted by chy72 > 2015-07-31 12:21 | Report Abuse

haha nen51 rm2 will be coming soon ....mieco will drop below rm 1