HOMERITZ CORPORATION BERHAD

KLSE (MYR): HOMERIZ (5160)

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Last Price

0.565

Today's Change

-0.005 (0.88%)

Day's Change

0.565 - 0.57

Trading Volume

13,900


21 people like this.

7,536 comment(s). Last comment by curiousq 1 week ago

Ivan89

1,479 posts

Posted by Ivan89 > 2016-06-20 21:13 | Report Abuse

Next mth u will know his power

Hulk

596 posts

Posted by Hulk > 2016-06-20 21:27 | Report Abuse

Hunter2016, sound like you got opinion that Homeriz will gp opposite way of raise, can share your view here. I said it will raise just based on FA view of annual EPS of 10sen with PE=10, it's TP should be 1.00 with dividend yield of 4.0%.

Hulk

596 posts

Posted by Hulk > 2016-06-22 07:25 | Report Abuse

保守预测每年 EPS 可达10SEN,40%作为股息,假设股价在1.00按那就等于 4%DIV YIELD。
再看回HOMERIZ在过去几年的表现,管理层可靠不吝啬。
所以本人觉得这是一只 "上可攻,下可守" 的良股。

Hunter2016

319 posts

Posted by Hunter2016 > 2016-06-22 17:03 | Report Abuse

PE ratio for furniture stock is around 6-8 only, not 10, so share price should trade around RM0.60 ~ RM0.80 if EPS可达10SEN

cbtinvest

96 posts

Posted by cbtinvest > 2016-06-22 21:55 | Report Abuse

I believe PE is not the only factor there. Dividen yield is equally important

Hulk

596 posts

Posted by Hulk > 2016-06-23 12:54 | Report Abuse

Ya. that's why i said possible TP at 1.00 with div yield of 4%.

Hulk

596 posts

Posted by Hulk > 2016-06-23 13:00 | Report Abuse

Hunter2016, If Homeriz 0.80 div yield is 5%, and 7.5% for 0.60...do you think got someone sell at this price ?

Hunter2016

319 posts

Posted by Hunter2016 > 2016-06-23 13:15 | Report Abuse

Hulk and cb, PE is the factor causing share price stagnant at 0.8++

Hulk

596 posts

Posted by Hulk > 2016-06-23 16:17 | Report Abuse

Ya. tha's also my point said it is pretty safe to buy in at 0.8++...it is possible to raise up but not to drop due to the dividend yield. By only dividend itself already a good return, capital gain will be depends on Mr. Market. Just play safe first, earn later.

Sam Lee

23 posts

Posted by Sam Lee > 2016-06-24 09:20 | Report Abuse

wait and buy more at 0.85

twosen456

16 posts

Posted by twosen456 > 2016-06-25 00:39 | Report Abuse

will buy at much lower levels

Hulk

596 posts

Posted by Hulk > 2016-06-25 08:03 | Report Abuse

i wait at 0.86....

Posted by prescott2006 > 2016-06-27 10:00 | Report Abuse

Get @0.86

Hulk

596 posts

Posted by Hulk > 2016-06-27 15:57 | Report Abuse

Add 0.86...

Posted by Christiano88 > 2016-06-27 22:30 | Report Abuse

buy in before too late

Hulk

596 posts

Posted by Hulk > 2016-06-29 10:41 | Report Abuse

Add 0.89...

SP0094701

654 posts

Posted by SP0094701 > 2016-06-30 00:01 | Report Abuse

Homeriz need to improve EPS other wise still remain in this range ...haizz ...must improve like SHH mah ...last year o.99 now 2.20....

Posted by shortinvestor77 > 2016-06-30 13:38 | Report Abuse

Surely can do well.

elguapo

43 posts

Posted by elguapo > 2016-06-30 20:09 | Report Abuse

Mrkt Cap = 270 mil, EV = 224 mil, Net Cash = 45 mil, EV/EBIT TTM = 5.7 < 6, Dividend Yield ~ 4, been registering 5 years of +ve free cash flow

I will increase my portfolio stake of Homeritz by another 10% as the growth is real and the company is sitting on pretty heap of cash

Posted by shortinvestor77 > 2016-06-30 21:03 | Report Abuse

Liihen, Homeritz and Hevea sell a lot more products to offset forex loss and increase more profit. While Poh Just, Hlbhd and Latitude Tree could sell more but not a lot more, thus they can't offset forex loss easily but instead reduced in they profit.

Posted by prescott2006 > 2016-06-30 22:51 | Report Abuse

Slowly increase in EPS is fine, just make sure the ROE consistently > 15%, D/E < 0.5, current ratio > 2 then enough. This is the best stock in Bursa currently, keep as long as possible.

Ivan89

1,479 posts

Posted by Ivan89 > 2016-07-07 07:53 | Report Abuse

Good qr and dividend annouchment this month! Dun miss the boat

vicky

56 posts

Posted by vicky > 2016-07-14 17:13 | Report Abuse

when the qr result will be announce?

fwsen

32 posts

Posted by fwsen > 2016-07-14 19:15 | Report Abuse

@vicky end of this month

Posted by Tan Boon Sun > 2016-07-15 10:00 | Report Abuse

no dividen for 2016 yet. already half year.

Posted by prescott2006 > 2016-07-15 23:35 | Report Abuse

Did you study its history? The dividend will be ex-dated in Jan/Feb and August every year.

GGmalaysia

334 posts

Posted by GGmalaysia > 2016-07-16 15:05 | Report Abuse

not to worry. dividend policy is at least 40%. this year guarantee from my heart got at least 4 cent

DL05

25 posts

Posted by DL05 > 2016-07-19 00:31 | Report Abuse

Well I did a quick check. In 2015, their EPS is 7.83 sen. In 2016, their 2Q results showed that they have already generated EPS of 5.59 sen. But we do not know Homeriz's 3Q and 4Q results for 2016. Assuming that they did really badly for 3Q and 4Q, like their worst performance in 2011, (3Q 2011 EPS is 0.585 sen after dilution and 4Q 2011 EPS is 1.30 sen after dilution), their EPS for this year should still at worst case be 7.475 sen which is a 4.53% drop from last year. Homeritz normally pays out dividend in 3Q and 4Q. With a 40% dividend policy, the worst case scenarios dividend should be 3 sen (40% x 7.475 sen). Also note that during 3Q and 4Q 2011, USD/MYR rate is still hovering between 2.95 to 3.00 and in 2015, the USD/MYR rate is hovering between 3.66 to 3.70 before spiking in August 2015. Compared to today, the USD/MYR exchange rate hovers around 4.00. Of course, the worst that could happen is that they completely have no sales in 3Q and 4Q 2016. But after maintaining customers across more than 50 countries around the world for more than 5 years and with USA, which is one of their largest markets, in a much better economic situation currently, sales cant just disappear like that. Well I believe it is quite likely that their results will be better this year. Over the years, their net profits are backed up with strong cash flow and according to 2Q 2016, their net cash flow from operations also looks strong. Their CASH BALANCE is 2.81x their TOTAL LIABILITIES as of 2Q 2016. Loaded with cash, high probability of improved results, and a good dividend track record, all these evidence suggests a high probability of increased dividend payout for 2016. This is just my opinion based on the facts i got btw. Good Luck

Posted by Christiano88 > 2016-07-19 13:11 | Report Abuse

coming soon...

Posted by lokzhaizz3813 > 2016-07-19 14:51 | Report Abuse

buy buy buy, fly fly fly

LanSeeBoy

69 posts

Posted by LanSeeBoy > 2016-07-19 14:53 | Report Abuse

Heard a Hong kong listed furniture player want to buy them

Posted by dummyblackie > 2016-07-19 18:08 | Report Abuse

=.=... source leh? heard!

Devil86

149 posts

Posted by Devil86 > 2016-07-20 07:29 | Report Abuse

i waiting... i at previous high....

kent3899

23 posts

Posted by kent3899 > 2016-07-20 09:21 | Report Abuse

coming ....

Woody

746 posts

Posted by Woody > 2016-07-20 09:22 | Report Abuse

Good QR, hope bonus too. :-)

Ivan89

1,479 posts

Posted by Ivan89 > 2016-07-20 09:25 | Report Abuse

Hong kong listed furniture company buy homeriz??

CaiShenYe

232 posts

Posted by CaiShenYe > 2016-07-20 12:49 | Report Abuse

long term nice

dennyloo

14 posts

Posted by dennyloo > 2016-07-20 17:37 | Report Abuse

this will be my next counter that will gain more than 50% hehe

Ivan89

1,479 posts

Posted by Ivan89 > 2016-07-20 18:52 | Report Abuse

Is 100%

Invest123

1,634 posts

Posted by Invest123 > 2016-07-21 08:48 | Report Abuse

Exciting from now on. :)

barney91

377 posts

Posted by barney91 > 2016-07-23 00:40 | Report Abuse

Yes haha already put in 10lots :D

vcheekeong

435 posts

Posted by vcheekeong > 2016-07-23 14:26 | Report Abuse

One more round for Homeriz

Posted by shortinvestor77 > 2016-07-23 22:27 | Report Abuse

Ha!Ha! Homeriz is strong enough. Don't need to give bonus. Give div.

Ivan89

1,479 posts

Posted by Ivan89 > 2016-07-24 18:38 | Report Abuse

Result coming

Posted by disagreetoagree > 2016-07-25 13:34 | Report Abuse

Beginner01, u better watch out ur mouth in other forum thread. This is a warning.

CaiShenYe

232 posts

Posted by CaiShenYe > 2016-07-25 15:38 | Report Abuse

result good or bad?

Posted by Lawrence Yip > 2016-07-25 17:53 | Report Abuse

buy buy buy!! haha already bought 50lots

confuse

570 posts

Posted by confuse > 2016-07-25 21:25 | Report Abuse

If property sector slow why there is demand for furniture? Not people buy furniture when they move to new house?

DL05

25 posts

Posted by DL05 > 2016-07-26 02:00 | Report Abuse

They have already generated nearly 70% of last years eps in the last 2 quarters. 3Q and 4Q even if underperform compared to 2015 will still result in better eps compared to 2015. Strong cash flow from operations. Highest PE ever recorded is 14 while lowest PE is 11. If lets say there is 0 growth for 3Q and 4Q and it remained the same as it did for 2015, their eps in 2016 can conservatively hit 9.65sen, giving a forward PE of 9.30 which is below 11. Even if you take their worst 3Q and 4Q performance which is in 2011, their eps only dropped by 5% compared to 2015. I am not saying that they will guarantee 100% have higher eps in 2016 compared to 2015, its just very likely they will perform better this year. Higher eps with 40% dividend policy just means better dividends. Good luck

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