Posted by bwho > 2021-03-13 13:40 | Report Abuse

Khind Boss sleeping want money dun want share lelong lelong buy while boss sleeping once wake up no more rm3.50 up rm5.50 haha

Posted by amirsyam1001 > 2021-03-16 19:23 | Report Abuse

PE 20. TP rm 12

Posted by amirsyam1001 > 2021-03-17 21:48 | Report Abuse

Khind had competitive advantages against panamy Pensoni. Eps . Nta. PE. Quality of products were almost same/exceed panamy standard.

Posted by pantor > 2021-03-18 18:16 | Report Abuse

severely undervalued

Posted by Nauhc01 > 2021-03-23 11:20 | Report Abuse

Not saying its impossible, but almost satha44

Posted by Nathan27 > 2021-05-18 10:36 | Report Abuse

Strong rebound, hope to see a limit up soon....it’s been awhile since khind showed its power haha

Posted by AngryBird > 2021-05-25 20:32 | Report Abuse

the QR tell u it wont LU, no drop u need to laugh already

Posted by DreamHunter > 2021-05-25 20:39 | Report Abuse

ha ha ha

Posted by DreamHunter > 2021-05-25 20:39 | Report Abuse

yah kah

Posted by DreamHunter > 2021-05-25 20:39 | Report Abuse

sure boh

Posted by kelvin61 > 2021-06-13 23:26 | Report Abuse

It's about time to declare bonus shares. Khind can do 2 for 1 if they want to. Many companies in Bursa are declaring bonus shares and warrants. Will Khind be next?

Posted by SincereStock > 2021-07-09 16:16 | Report Abuse

what happen? why sudden jump again?

Posted by risktoreward > 2021-07-21 10:26 | Report Abuse

Enter khind @ 2.96

Posted by satha44 > 2021-08-02 22:57 | Report Abuse

Soaring Online Sales

Posted by risingstar21 > 2021-08-02 23:29 | Report Abuse

It has been long time already.

Should rise up now

Posted by Nathan27 > May 18, 2021 10:36 AM | Report Abuse

Strong rebound, hope to see a limit up soon....it’s been awhile since khind showed its power haha

Posted by Jeffyap > 2021-08-21 19:17 | Report Abuse

I have been trying to understand why the company has so much $$ and pay so less dividend.
Also, so low P/E and growth why the price is not moving much, and found out the below-

Khind is quite a selfish company who directors pay themselves too much.
If you realized every quarter when they are earning around 4 to 5 mil, they paying millions to their management team and directors.
I just did a comparison with Pensoni,
Khind did 139millions sales with operating expenses of 44 millions.
Pensoni did 80 millions sales with operating expenses of 11millions+.

Khind did better sales like 80% but the salary etc payup is 400% of Pensoni which leading their profit margin to be so thin.

Quite sad to see this, and wonder this will be worsen. Let's c their Q result next week.

Posted by satha44 > 2021-08-26 18:24 | Report Abuse

So should i buy more pensonic than khind..
I've got both?

Posted by risktoreward > 2021-08-26 19:13 | Report Abuse

Exited at 3.02 today

Posted by bwho > 2021-08-27 19:02 | Report Abuse

with the latest results of EPS =20sens likely monday fly khind fly

Posted by risktoreward > 2021-08-27 19:12 | Report Abuse

v v nice, congrats

Posted by SincereStock > 2021-08-27 19:19 | Report Abuse

KHIND EPS 20, PANAMY EPS 29, but PANAMY is 10x more expensive than KHIND~!

who choose PANAMY over KHIND must have lost their mind lol

Posted by risktoreward > 2021-08-27 19:48 | Report Abuse

yes. and look at PANAMY NTA, the market is still gladly affording the price it has. Khind has legs

Posted by Jeffyap > 2021-08-27 20:47 | Report Abuse

OMG EPS 20.89 * 4 Quarters, P/E 3!!!!!!!
Going to add!!!!!!!!!!!!!!!!!!!!

Posted by chiangsun > 2021-08-27 21:36 | Report Abuse

All major indicators are so strong. NTA 4.25, PE 4.9, dividend yield of 3.x%, trending to hit ~RM600m revenue this year. What is holding back Khind from flying high?

Posted by SincereStock > 2021-08-27 21:57 | Report Abuse

@chiangsun I suspect people think the recent EPS are short terms and not going to stay for long, but for now it seems that khind has really improved their marketing strategy, manufactured more variety of new products. they rised up to be the true competitive of PANAMY, this can be shown by the decline of EPS by PANAMY themselves, clearly challenged by KHIND's recent uprise

Posted by satha44 > 2021-08-27 22:11 | Report Abuse

Amazing results....limit up on Monday

Posted by satha44 > 2021-08-27 22:14 | Report Abuse

Has done it b4 ..electical and electronic...sales..
Soaring all around the world...All brands reporting higher profits.....

Posted by Nathan27 > 2021-08-28 00:16 | Report Abuse

Genetec (RM 30.00)
-51m shares
-8million profit for recent quarter
-PE 248

Khind (RM 3.00)
-40m shares
-8million profit for recent quarter
-PE 4.9

Let that sink in, happy investing!

Posted by Jeffyap > 2021-08-28 09:36 | Report Abuse

@chiangsun Their share allocated to public to buy is very minimal. Unless they go for bonus issues or the fund house will not be able to buy here. They only having 40 million shares which is 10 - 20 times lower than most of the company in Bursa. But this given the chance to push the stock really high.

If they can make 50% of the profit as dividend this stock will fly, EPS- 20.79 sens * 4 Qs = 80 sens+, 40 sens dividend, which equal to 13.33%. If 70% dividend policy kicks in, that will be 56 sens, which is 18.66%. People will crazily coming in to buy.

Every stocks before they fly real high, it started with improved profit, slowly by dividend etc.

Look at FPI, RCE Cap, the moment they did better, the share price fly double up because of their dividend policy.

Let's unite all shareholders and request the company to form up a 50 to 70% dividend policy during the AGM.

@Sincerestock They did very well when Lazada / Shopee kicks into MY. They are now selling a lot of the electronic applications via the website directly rather than selling through the retailers. Thus, their margin goes higher.

Posted by chiangsun > 2021-08-28 11:44 | Report Abuse

Thank you @Sincerestock and @Jeffyap.

Posted by SincereStock > 2021-08-30 09:05 | Report Abuse

exited at 3.6, good profit ^_^

will reenter if price drop back to certain level, otherwise will let it pass

Posted by Jeffyap > 2021-08-30 10:13 | Report Abuse

I top up more haha! =D

Posted by solarcell > 2021-08-30 10:32 | Report Abuse

Anyone understand the cash income?
i saw the inventory increase a lot and cause Cash from operation is negative,
and Cash from financing increase due to drawdown from bank borrowing.
so borrow money for what purpose?
any risk of increasing in inventory? or this is how the business doing?

Posted by Jeffyap > 2021-08-30 10:58 | Report Abuse

@solarcell The report shown within the 6 months,
Inventories increased from 82 mil to 116 mil, (about 30%+)
Trade Receivable increased from 106mil to 119mil, (about 10%+)
Cash increased from 42 mil to 47 mil. (about 10%+).

Net NTA improved from 3.9 to 4.25 (about 10%)

This is reasonable as their sales has increased from 120mil to 150mil now about 20% increase.
About loan increased from 53 mil to 72 mil wise, company did not explain in the report.
Hopefully they getting in more $$ to build more capacity.

Posted by SincereStock > 2021-08-30 11:00 | Report Abuse

@jeffyap gd luck~! I like hit and run, target other undervalue stocks that still at lower price level

check out suria, trc, mrcb, ptrans, uoadev, mmccorp (privatization offer at rm2)

Posted by Nathan27 > 2021-08-30 11:00 | Report Abuse

Khind and pensonic both announced good profit, both still undervalued at this prices…

Posted by Jeffyap > 2021-08-30 11:15 | Report Abuse

@sincerestock I do the same earlier but unable to monitor so closely, miss out some good exit price. Thus, changing strategy to buy growth stock and hold for few months to years. For Khind I think is long term game, I'm holding and topping up Khind and FPI.

Also bought scope earlier but sold after Q result out, overprice haha!
And I have bought in some ACO also.
Will check out the stock you mentioned!


All the best =))

Posted by Tokay111 > 2021-08-30 11:22 | Report Abuse

Limit up already

Posted by solarcell > 2021-08-30 11:47 | Report Abuse

i got to know Khind turnover on this article, https://www.enanyang.my/%E5%90%8D%E4%BA%BA%E4%B8%93%E6%A0%8F/%E9%83%91%E7%A7%89%E5%90%89%E4%BA%A4%E6%A3%92%E6%8D%A2%E6%96%B0%E8%A1%80-%E4%BD%A0%E8%B5%A2%E6%88%91%E4%B9%9F%E8%B5%A2
I Feel management have make good change in management, so far see sales is improving, but still not very understand on cash from operation.

Posted by satha44 > 2021-08-30 14:02 | Report Abuse

Sold my 8k at 3.74.....yahooo......
Luckily got some at 3.10 level...

Posted by Jeffyap > 2021-08-30 14:09 | Report Abuse

After on-boarding the new CEO, they did very well.
Revenue grow from 92 mil to 150 mil, almost 66%!
Profit grow from 776k to 10mil, 1200%+!
If they do branding well, they can pick up and grow even further.

Panasonic MY was making averagely about 35mil quarterly, their market cap is 2b.
Khind is improving from 776k to 10mil within 18 months, market cap is 152m.
Keen to see Khind to catch up the profit to 30m quarterly in the next coming 5 years. =))))
Hold and sleep well~

Posted by pantor > 2021-08-30 14:15 | Report Abuse

May limit up pm

Posted by NatsukoMishima > 2021-08-30 14:24 | Report Abuse

Pump n dump counter ! 75 sens cap gains take profit right now before it drop back 40 % gains !

Posted by gemfinder > 2021-08-30 17:12 | Report Abuse

managed to grab 3.43... huat rrrr

Posted by Najib Zamry > 2021-08-30 22:17 | Report Abuse

Wow another DKSH. Anyone has Andy idea what
Will be next DKSH on Wednesday?

Posted by satha44 > 2021-08-30 23:31 | Report Abuse

Amazing.....all the Best to Everyone..
Doesnt look like the game is over yet...might get another strong push on Wednesday.....

Posted by kelvin61 > 2021-08-31 01:40 | Report Abuse

Khind can give 3 for 1 bonus. Can expect more upside as the MCO has given their business a windfall, cheers.

Posted by bwho > 2021-09-01 05:53 | Report Abuse

THE MOST UNDERVALUED CONSUMER GEM IN THE HISTORY OF BURSA MALAYSIA!

Author: csan | Publish date: Mon, 30 Aug 2021, 11:04 AM

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:

Posted by bwho > 2021-09-01 05:55 | Report Abuse

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:



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 RM3.70 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.

Posted by Tokay111 > 2021-09-01 09:25 | Report Abuse

Only thing lacking is analyst coverage for the TP that will push even further. Not expecting limit up today but will not be surprised if above 4.50 by noon today