KHIND HOLDINGS BHD

KLSE (MYR): KHIND (7062)

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Last Price

2.92

Today's Change

+0.07 (2.46%)

Day's Change

2.88 - 2.92

Trading Volume

18,400


4 people like this.

457 comment(s). Last comment by godofgamble 3 weeks ago

SincereStock

1,327 posts

Posted by SincereStock > 2022-02-25 17:41 | Report Abuse

@DestinyL regardless, khind's improved revenue and EPS is also due to their new online marketing strategy. most importantly, it persisted for multiple QRs and seems to be able to maintain in short or longer future.

Posted by observatory > 2022-02-27 14:06 | Report Abuse

@DestinyL, can you elaborate on your comment "Management seems not interested to maintain good CG"?

@Jeffyap, how did you arrive at the conclusion that "pocket 70% money into the director pocket"?

Based on the latest Annual Report of 2020, Note 36 (page 134) on Related Parties Disclosures, the Group level directors' total benefits are RM4.796m in FY2020. The breakdown at company level is provided in Note 14 (page 44).

Set against 2020 annual profit after tax of RM28.452m, the FY2020 total directors' benefits to PAT is 16.7%.

Of course the ratio was high during earlier years when the company barely broke even. But can't ask them to forego salaries. RM4m+ a year doesn't seem excessive as compared to other listed companies.

Or have I missed out something?

https://www.bursamalaysia.com/market_information/announcements/company...

SincereStock

1,327 posts

Posted by SincereStock > 2022-03-17 08:59 | Report Abuse

hope this company can be privatized at it's NTA price

satha44

1,599 posts

Posted by satha44 > 2022-03-18 16:46 | Report Abuse

Pensonic and Fiamma sharply up.
Pensonic 51 to 61
Fiamma 60 to 75
Khind will follow soon...

Posted by All_in_2021 > 2022-03-21 18:57 | Report Abuse

got good prospect

pantor

278 posts

Posted by pantor > 2022-04-01 21:24 | Report Abuse

khind is very undervalued PE 5.5, ROE 14. It deserves PE 10 which corresponds to share price 6.30

DestinyL

3,245 posts

Posted by DestinyL > 2022-04-05 15:59 | Report Abuse

Been a while holding and adding this counter and not looking at i3
Regardless CG good or bad, yeah like SincereStock said the sell button is waiting for us to press lol
Other factors are also important other than director fees
Not unlike Genting LKT taking a big chunk of director fees even during loss FY, which I hold as well

satha44

1,599 posts

Posted by satha44 > 2022-04-06 18:07 | Report Abuse

Selling continues.....
Milux 65 to RM1.05
Fiamma 65 to 95sens
Amazing....
Khind and Pensonic refuse to move up...both trading at a low PE..
Both with cash piling up...
Both tightly held
Both paying dividends....

DestinyL

3,245 posts

Posted by DestinyL > 2022-04-06 22:07 | Report Abuse

Share price doesn't have to reflect the underlying value. Its bursa, rules apply differently here

SincereStock

1,327 posts

Posted by SincereStock > 2022-04-09 10:49 | Report Abuse

@DestinyL that's why bursa is the best place to make money compare to other country's markets. you can easily get some discounted cheap gem here

DestinyL

3,245 posts

Posted by DestinyL > 2022-04-10 19:00 | Report Abuse

Haha, it is disheartening though when it doesn't reflect fair price, and it could take years or never lol

DestinyL

3,245 posts

Posted by DestinyL > 2022-04-11 18:49 | Report Abuse

It can be never, if and when the major shareholder decides to trigger MGO at lower than fair value
Not complaining though, it is what it is!

SincereStock

1,327 posts

Posted by SincereStock > 2022-04-12 11:18 | Report Abuse

@DestinyL General Offer is the best thing investors can get out of a undervalue counter, I don't see any negative in that. The market didn't value the company rightfully. That's given us chance to enter at undervalue price. And if there is MGO significantly higher than current price, even if lower than actual fair value, it will be a double win situation for us the investor. So far I only got chance to taste this beautiful thing in bursa with MMCCORP

SincereStock

1,327 posts

Posted by SincereStock > 2022-04-12 11:27 | Report Abuse

if all counters are traded at fair value, there will be no opportunity for value investor to but undervalue company, then we might don't have any reason to invest in the stock market as well

pantor

278 posts

Posted by pantor > 2022-04-13 00:25 | Report Abuse

Khind is a laggard . Is picking up.

satha44

1,599 posts

Posted by satha44 > 2022-04-13 16:43 | Report Abuse

Fiamma RM1.02 Amazing

Posted by All_in_2021 > 2022-04-13 17:40 | Report Abuse

how do u know is big bosses?

EvoDeer

311 posts

Posted by EvoDeer > 2022-04-13 18:55 | Report Abuse

⏫⏫⏫⏫⬆️⬆️⬆️

SincereStock

1,327 posts

Posted by SincereStock > 2022-04-14 09:52 | Report Abuse

won't be having chance to reenter this counter at lower entry price than I last sold without the sharp correction

satha44

1,599 posts

Posted by satha44 > 2022-04-15 00:01 | Report Abuse




4 Companies in the E&E business
============================
Panasonic RM29
Nta RM12.50
PE 22

Fiamma RM 1.01
Nta RM 1.10
PE 14.8

Khind RM 3.40
Nta RM 3.50
PE 5.3

Pensonic RM 0.64
Nta RM1.04
PE 5.5

SincereStock

1,327 posts

Posted by SincereStock > 2022-04-15 20:38 | Report Abuse

Khind's NTA is RM4.5

satha44

1,599 posts

Posted by satha44 > 2022-04-16 13:17 | Report Abuse

* correct RM4.52
Cash piling up....every quarter.

bwho

90 posts

Posted by bwho > 2022-04-16 18:33 | Report Abuse

Everynow and than we had been talking about Khind merit points but it seem investors are so blindly goreng penny stock till got burnt .with such a small paid up around 42 millions ,if they wanted to push up anytime can reach rm4.50

satha44

1,599 posts

Posted by satha44 > 2022-04-20 10:47 | Report Abuse

One year khind will only push once or twice...@ 63sens earning per share...khind's share price is totally a dissapointment....
Not sure why.....khind's cash pile...increasing..
Waiting for a good dividend announcementt.......next month..

satha44

1,599 posts

Posted by satha44 > 2022-04-20 14:27 | Report Abuse

August 30, 2021 • no comments
2021-08-30 : THE MOST UNDERVALUED CONSUMER GEM IN THE HISTORY OF BURSA MALAYSIA, KHIND
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This stock started to perform very well since the 2nd quarter of 2020 when it changed its marketing strategy to take advantage of the e-commerce boom. But last Friday, it reported its 2Q21 results which nearly made me fall off my chair.

The company is Khind Holdings.

Everyone knows what Khind is. It is a manufacturer of electrical and household appliances.

In 2Q20, Khind started to see their change in strategy bearing fruits. Here is a screenshot of what they said in their prospects section of their quarterly results report:4b7590db-3e22-47a2-bdae-19ab66a6cafd



In that quarter, they reported an EPS of 10.2sen! In the next quarter, Khind reported an EPS of 14.5sen and in 4Q20, they reported an EPS of 15.8sen and declared a dividend of 10sen! The share price shot up to RM4.30 when this happened. Last Friday, Khind reported a mind-blowing EPS of 20.8sen, the highest in their history. Obviously their e-commerce marketing strategy has started to generate very handsome returns since they do not go through the middleman but instead sell directly to consumers. Also, there was only one major e-commerce sales event per year previously and that is 11.11. For the past year, you can see that it has become 12 major sales events on e-commerce sites and that is 1.1, 2.2, 3.3 and so on. This has definitely benefited Khind in a very big way. Here is a screenshot of Khind’s historical performance:6b39b34d-32a4-4d9b-acf0-5f1e5aa11b5e



How to value Khind?

It is very simple. The closest comparable is Panasonic Malaysia. Panasonic Malaysia trades at a PE ratio of 14x. If we were to annualise Khind’s latest quarter’s EPS of 20.8sen, their annual EPS would be 83.2sen. At 14x PE, Khind would be valued at RM11.65! Let’s forget about 14x and just use 10x. It will still be worth RM8.32 at 10x PE.

Khind also gives handsome dividends and at the level of profits they are earning now, they should have no problem giving 15-20sen dividend this year. At a share price of RM3.60 now, Khind is the most undervalued consumer gem we have ever seen in our lives. It is a matter of time before the the share price reflects the fundamentals of the company

satha44

1,599 posts

Posted by satha44 > 2022-04-20 14:35 | Report Abuse

When this article was written on the 30th of August 2021.....khind was RM3.00....by the 7th of Sept khind had jumped to RM5.00....but since then share price has fallen for 7months...
During which Khind has reported another 2 quarters of amazing profits...
3rd qtr 2021 - 6.26 million
4th qtr 2021 - 6.22 million

I think the next time it shoots up...
Khinds stronger fundamentals/ improved cash flow will support prices higher....
How long can u keep a good stock....cheap

satha44

1,599 posts

Posted by satha44 > 2022-04-20 14:39 | Report Abuse

Do hope the writer csan can post new updates on khinds most recent performance....

Posted by godofgamble > 2022-04-21 23:35 | Report Abuse

Good QR coming soon. Ready

SincereStock

1,327 posts

Posted by SincereStock > 2022-04-22 13:32 | Report Abuse

@satha44 perhaps... fiamma's price movement hints good QR for this industry

Posted by godofgamble > 2022-04-26 17:17 | Report Abuse

AGM tomorrow, any hint for coming QR?

Posted by godofgamble > 2022-04-26 17:18 | Report Abuse

Limit Up

satha44

1,599 posts

Posted by satha44 > 2022-04-27 15:36 | Report Abuse

Any good news?
Share price still below RM3.40..

Posted by godofgamble > 2022-04-27 17:15 | Report Abuse

i just added some, i believe next QR will has big show

pantor

278 posts

Posted by pantor > 2022-04-28 01:25 | Report Abuse

Hopefully good upcoming quarterly result, declaration of bonus issues and good dividend will unlock the value of khind to be reflected in its share price. Due to its low share volumes, limit up is possible with these catalysts.

satha44

1,599 posts

Posted by satha44 > 2022-04-29 11:01 | Report Abuse

Pensonic reported lower profits...despite good sales figures..
Khind ?
So far khind has been showing excelent profits.....fingers crossed

Posted by All_in_2021 > 2 months ago | Report Abuse

disappointing QR, any opinion still able to repeat last year's good performance?

SincereStock

1,327 posts

Posted by SincereStock > 2 months ago | Report Abuse

oversold LOL just managed to sold a few at 3.12 T_T

SincereStock

1,327 posts

Posted by SincereStock > 2 months ago | Report Abuse

sold all finally, overaally bad run, luckily previously taken some profit above my average cost to make it even

SincereStock

1,327 posts

Posted by SincereStock > 2 months ago | Report Abuse

swapped my money into SAB and AWC, good QR there, check it out

Posted by NatsukoMishima > 2 months ago | Report Abuse

This is a rm 1.50 stock , the fellow who goreng to rm 5 already put money in pocket n let it free fall !

SincereStock

1,327 posts

Posted by SincereStock > 2 months ago | Report Abuse

Strong EPS / fundamental no longer in tact, better stay away first lo

SincereStock

1,327 posts

Posted by SincereStock > 2 months ago | Report Abuse

switch to other good EPS counter first can sleep well for at least 3 months

Posted by godofgamble > 2 months ago | Report Abuse

it got to be long hold, August maybe can see again

SincereStock

1,327 posts

Posted by SincereStock > 2 months ago | Report Abuse

can buy again when (if) EPS become good again

Posted by All_in_2021 > 1 month ago | Report Abuse

any comments on this fund raising?

Posted by godofgamble > 3 weeks ago | Report Abuse

good sign, i planned hold long term for high return. the most undervalue small cap counter

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