Posted by moneySIFU > 2017-10-19 16:26 | Report Abuse

Overall, I had 50% in masteel, 25% each in Ann Joo & SSteel and all my targets were hit in Masteel (1.60), Ann Joo (3.80) & SSteel (2.40) & I was busy selling all then, so I didn't have any of it now :)

After that, I bought some VS warrant when it was below 70c. Not much, about 10% of my fund. But now it grows to become 20% of my funds :)

Posted by I LOVE Hengyuan, SEXY BABE RM21 > 2017-10-19 16:31 | Report Abuse

wow! VS-WA good call. I hope Pohuat-WB can be good also like VS, hehe

Posted by dotasifu > 2017-10-19 19:56 | Report Abuse

hope pohuat can follow liihen :)

Posted by Stock Kingdom > 2017-10-19 22:38 | Report Abuse

Thanks for sharing your thoughts, moneysifu

Posted by I LOVE Hengyuan, SEXY BABE RM21 > 2017-10-19 23:25 | Report Abuse

Money sifu, can look into liihen also for div yield.
Next yr is wood yr. Hope good for furniture

Posted by I LOVE Hengyuan, SEXY BABE RM21 > 2017-10-19 23:27 | Report Abuse

Even myr crash to 4.50 also no worry for both as they export

Posted by I LOVE Hengyuan, SEXY BABE RM21 > 2017-10-20 09:19 | Report Abuse

going to RM2 soon, WB still lagging

Posted by CaiShenYe > 2017-10-20 17:09 | Report Abuse

next week test new high hehe

Posted by dotasifu > 2017-10-20 18:56 | Report Abuse

@ paperplane sifu may i know what is the reason next year is wood year?

Posted by I LOVE Hengyuan, SEXY BABE RM21 > 2017-10-20 20:35 | Report Abuse

Fengshui said next yr wood yr lab!

Posted by Fabien Extraordinaire > 2017-10-20 21:41 | Report Abuse

I have major positions in PoHuat, LiiHen and Hevea. If you look for earnings growth and yield play, these are the stocks to consider for your portfolio.

Posted by Fabien Extraordinaire > 2017-10-20 21:50 | Report Abuse

From Insider Asia:

Reconstruction to boost demand
Apart from its new product: panel-based bedroom set as immediate
growth driver, we see potential surge in furniture demand on
hurricane reconstruction especially for the middle and affordable
segments. This may include temporary furniture during
reconstruction period.
We maintain our BUY call and leave our double-digit earnings
growth forecast for 2017 unchanged.

Posted by dotasifu > 2017-10-20 23:02 | Report Abuse

@ fabien i'm also holding pohuat liihen, for hevea feel hard to find a comfortable entry point =.=''

Posted by yfchong > 2017-10-21 07:35 | Report Abuse

buy........... wait for 2cts

Posted by Jeffreychuah > 2017-10-22 21:22 | Report Abuse

I think not a problem. To go to 2.50. I think q3 result will be good for timber company like liheen and pohuat. And liheen has gone up since last month and this is zjust a beginning for pohuat.

Posted by Davidl > 2017-10-23 12:04 | Report Abuse

Time to accumulate!

Posted by optimus9199 > 2017-10-23 16:18 | Report Abuse

huat ahhhh 2.05

Posted by Solo > 2017-10-23 16:36 | Report Abuse

Look at Pohuat .
It will go towards RM 2.5 soon.

Chase before you are late.. hahahah

Posted by tftey > 2017-10-23 17:05 | Report Abuse

Pohuat is still cheap. Yet its W having discount some more.

Posted by Solo > 2017-10-23 18:13 | Report Abuse

Yea.. Pohuat Wb at huge discount, which is very rare.

Tomorrow we will see a huge surge in Pohuat WB, trust me.. Take before late.

Posted by Davidl > 2017-10-23 18:24 | Report Abuse

New high tomorrow!

Posted by ilovehits > 2017-10-23 18:26 | Report Abuse

Good also. Haha..

Posted by optimus9199 > 2017-10-23 18:40 | Report Abuse

Ya i agree, Pohuat WB is in the money warrants

Posted by Fabien Extraordinaire > 2017-10-23 21:13 | Report Abuse

Poh Huat

Trailing 12 months EPS = 26.70sen
Trailing PER = 7.68x
Net cash per share = 25sen
ex-cash PER = 3.97

Posted by Fabien Extraordinaire > 2017-10-23 22:10 | Report Abuse

correction: ex-cash PER = 6.74x

Posted by lloydlim > 2017-10-23 23:49 | Report Abuse

Time to create new high!

Posted by KLCI King > 2017-10-23 23:54 | Report Abuse

Missed it, should have followed moneysifu, safe bet

moneySIFU I have been monitoring Poh Huat since last year and decided to go in when price was RM1.83-1.84 this morning.

The result is fairly good but may not as good as expected by some others, the company has been on the expansion mode & has been incurring capital expenditure to expand production capacity.

The company's revenue has been growing and we will see.
26/09/2017 15:13

Posted by ESPESP > 2017-10-24 08:05 | Report Abuse

http://klse.i3investor.com/blogs/InvestmentApproachofESP/136019.jsp

Posted by dotasifu > 2017-10-24 21:05 | Report Abuse

at bad market still can sustain the price, when market going well, will shoot up again..

Posted by Davidl > 2017-10-24 22:33 | Report Abuse

http://www.theedgemarkets.com/article/poh-huat-higher-high-says-alliancedbs-research

Posted by yfchong > 2017-10-25 14:50 | Report Abuse

die liao... die liao...

Posted by dotasifu > 2017-10-25 19:28 | Report Abuse

warrant and mother get closer , 1 up and 1 down.

Posted by Davidl > 2017-10-26 12:49 | Report Abuse

Time to accumulate!

Posted by 股你悟到 > 2017-10-26 13:19 | Report Abuse

Run...to buy warrant

Posted by yfchong > 2017-10-28 07:28 | Report Abuse

will po huat on fire....

Posted by vincent_yap > 2017-10-28 09:41 | Report Abuse

Hahahha so coincident ho... the fire at liihen start at 3.30 same time with the budget... mayb pohuat throw the fire hahahaha.... so pohuat will rise faster than liihen...

Posted by lcng123 > 2017-10-28 12:15 | Report Abuse

pohuat will benefit on liihen's fire incident. orders will flow into pohuat's hand

Posted by lloydlim > 2017-10-28 12:47 | Report Abuse

Funds will switching from Liihen to Pohuat, be ready guys!

Posted by lcng123 > 2017-10-28 13:22 | Report Abuse

50% of orders from liihen will be switch to other operators like pohuat and latitude

Posted by Fabien Extraordinaire > 2017-10-28 13:25 | Report Abuse

Budget 2018: RM100mil loan with 70% guaranteed by Govt to automate production of furniture manufacturers for exports.

Posted by Davidl > 2017-10-28 13:35 | Report Abuse

Really good news to all furniture counters!

Posted by KLCI King > 2017-10-28 23:06 | Report Abuse

Monday 2.15?

Posted by yfchong > 2017-10-29 22:15 | Report Abuse

Good day or poor day

Posted by Davidl > 2017-10-29 22:24 | Report Abuse

Let's C!

Posted by dotasifu > 2017-11-01 20:13 | Report Abuse

take some rest before going further

Posted by CaiShenYe > 2017-11-06 11:36 | Report Abuse

next week dividend-ex

Posted by csan > 2017-11-11 12:42 | Report Abuse

massive flooding in penang and expected flooding in other parts of the country soon. there will be a lot of furniture replacements. there should be a rally in pohuat soon. matter of time.

Posted by Ang Huini > 2017-11-11 20:39 | Report Abuse

Hi all, I'm a newbie in share market. May I know what's the differences between EPS from (per share) and EPS from adjusted per share value?

Posted by csan > 2017-11-13 23:14 | Report Abuse

ang, not too sure what you're referring to. but if the second one is lower than first one, i think i know what you're referring to. second one is basically companies with warrants and/or loan stocks. when we calculate EPS, we want to factor in ALL shares - including all warrants and/or loan stocks which has to be converted sometime in the future. if you do not include them, u will overvalue the company.

Posted by csan > 2017-11-13 23:16 | Report Abuse

ang, also try to attend some classes teaching valuations based on fundamentals, not technicals. there should be plenty of classes out there and don't be afraid to ask many questions in those classes.