Posted by EngineeringProfit > 2019-06-07 19:52 | Report Abuse

huat ar

Posted by Lukesharewalker > 2019-06-07 22:44 | Report Abuse

Annualized eps 28 cents

Posted by Lukesharewalker > 2019-06-10 10:16 | Report Abuse

breakout

Posted by Lukesharewalker > 2019-06-10 12:27 | Report Abuse

warrant is cheap sales

Posted by martinchua88332 > 2019-06-10 16:22 | Report Abuse

this stock is for winners.huat huat.

Posted by LiimInvest > 2019-06-10 17:43 | Report Abuse

wow !! breakout.

Posted by cherry88 > 2019-06-11 21:53 | Report Abuse

Should expect a very good set of quarterly results to release soon. Else, i can't reason out its recent surge. Also suspect foreign institutions are nuying ahead quarterly reporting. However, please bear in mind Poh Huat 2nd q results are usually seasonal low.. Stay tune and hold tight.

Posted by Davidl > 2019-06-12 12:18 | Report Abuse

Dun expect too much!

Posted by cherry88 > 2019-06-14 09:08 | Report Abuse

Investors are putting in too much expectation on this US-China trade wars positive impact to the furniture company. I believe share prices have been factored in. Bye Bye.
I am going to motor show, and test drive my Mazda with a cup of Ah Huat coffee

Posted by bojed > 2019-06-15 15:47 | Report Abuse

I think there's still some left to be played.

Posted by siaoliao > 2019-06-17 09:45 | Report Abuse

BO HUAT

Posted by Davidl > 2019-06-26 20:09 | Report Abuse

Gd news ahead!

Posted by cherry88 > 2019-06-27 17:28 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6204929

Posted by cherry88 > 2019-06-27 17:29 | Report Abuse

At first glance, the results looks flat. However, if we study into details, you will know that it has delivered an fantastic results with 74% growth !

“Excluding the one-off non-operational incomes in the previous’ year corresponding period i.e. the recovery of bad debt previously written off of RM4.50 million and fire insurance compensation of RM1.27 million, the current quarter profit before tax of RM11.97 million would been an improvement of about 74% compared to the adjusted profit before tax of RM6.88 million recorded in the previous’ year corresponding period”

I believed the Poh Huat growth engine has started. The trade war + strengthening of USD should keep the company sales and profit margin intact. Assuming EPS of 25 sen (based on 4 latest EPS), its growth rate is 16%, with PE of 6~7x should be fair. However, declaring 2 sen dividend is a bit low given its net cash of RM76 mil (or 34 sen per share). The company declared 6 sen dividend last year. (previous years were 8 sen). Assume they declare 6 to 8 sen this year, the yield is 3.8% to 5.1%. If director can pay higher dividend, ROE will grow even higher to more than 15%.

If you buy Poh Huat growth story, then please stay on boat (or start boating) to a better destination / journey. If you prefer to look at short term investment return, then get a ride in Mazda CX5 (and upcoming CX8) with a cup of Alicafe coffee !

Posted by shareinvestor88 > 2019-06-27 17:42 | Report Abuse

Profit drop why buy ?

Posted by Davidl > 2019-06-27 18:12 | Report Abuse

Qtr result is acceptable, time to accumulate!

Posted by cheoky > 2019-06-27 18:20 | Report Abuse

Very good

Posted by Cf81 > 2019-06-27 18:24 | Report Abuse

https://www.thestar.com.my/business/business-news/2019/06/27/rising-shipment-to-us-boosts-poh-huat-revenue-in-q2/

Posted by acs4339268 > 2019-06-27 21:55 | Report Abuse

https://www.bloomberg.com/news/articles/2019-06-27/trade-war-winner-vietnam-is-finding-itself-in-trump-s-crosshairs?utm_campaign=socialflow-organic&utm_medium=social&utm_content=asia&utm_source=facebook

Posted by shareinvestor88 > 2019-06-27 23:12 | Report Abuse

SELL.SELL TP 50c
profit down

Posted by Cf81 > 2019-06-28 07:23 | Report Abuse

TP 50c? Sell to me...lai lai

Posted by lloydlim > 2019-07-01 10:58 | Report Abuse

Time to accumulate!

Posted by BeAmillionaire > 2019-07-08 17:29 | Report Abuse

https://www.enanyang.my/news/20190708/%e4%b8%ad%e5%9b%bd%e5%ae%b6%e5%85%b7%e4%b8%9a%e7%be%8e%e8%ae%a2%e5%8d%95%e5%87%a0%e6%b6%88%e5%a4%b1-25%ef%bc%85%e5%85%b3%e7%a8%8e%e7%ad%89%e5%90%8c%e6%ad%bb%e5%88%91/

Posted by cherry88 > 2019-07-09 23:20 | Report Abuse

Wah... Buy buy buy before too late... Poh Huat normally show good redults in 2nd half of tbe year due to Xmas order in the US

Posted by LiimInvest > 2019-07-13 00:00 | Report Abuse

We expect to see a short-term recovery for furniture players, especially firms with operations in Vietnam, as the US adjusts offshore sourcing of furniture from China to Southeast Asia

Posted by yfchong > 2019-07-14 08:27 | Report Abuse

OK.

Posted by OOMMGG > 2019-07-19 07:38 | Report Abuse

https://www.orientaldaily.com.my/news/business/2019/07/17/298646

Posted by LiimInvest > 2019-07-19 23:50 | Report Abuse

Great !

Posted by James Ng > 2019-07-20 09:47 | Report Abuse

https://klse.i3investor.com/blogs/general/215982.jsp
[转贴] [POH HUAT RESOURCES HOLDINGS BHD：出货量稳步增长，在可预见的未来，这一趋势可能会保持强劲] - James的股票投资James Share Investing

Posted by lohloyfoo > 2019-07-28 17:43 | Report Abuse

Time to accumulate!

Posted by yfchong > 2019-08-03 21:03 | Report Abuse

Make or break.

Posted by lohloyfoo > 2019-08-04 17:42 | Report Abuse

Waiting at 1.45

Posted by yfchong > 2019-08-05 11:39 | Report Abuse

1.45 oh OK ok.

Posted by LiimInvest > 2019-08-06 13:23 | Report Abuse

Time to accumulate!

Posted by yfchong > 2019-08-06 15:03 | Report Abuse

Have not touch 1.45

Posted by yfchong > 2019-08-06 22:04 | Report Abuse

See touch 1.45. Ave down..

Posted by lching > 2019-08-06 23:58 | Report Abuse

nothing is impossible in share market.

Posted by yfchong > 2019-08-07 13:30 | Report Abuse

Standing stiff

Posted by Cf81 > 2019-08-08 15:30 | Report Abuse

1.45!

Posted by Cf81 > 2019-08-13 12:42 | Report Abuse

1.45 again

Posted by cherry88 > 2019-08-16 16:45 | Report Abuse

Furniture is back into my radar.........http://www.focusmalaysia.my/Mainstream/a-welcome-boom-for-furniture-sector. I am back !

Posted by cherry88 > 2019-08-16 17:08 | Report Abuse

Maybe it is time to re-look furniture industry given "not much stock to pick now", "Dollar play" and "US-China trade war".

Posted by yfchong > 2019-08-24 12:44 | Report Abuse

Maybe 1. 40

Posted by Cf81 > 2019-08-29 16:59 | Report Abuse

Holy crap...USD to myr now 4.22 but this is still going down

Posted by acs4339268 > 2019-08-29 17:20 | Report Abuse

Anyone know when 3rd quarter result will release?

Posted by cherry88 > 2019-09-04 08:50 | Report Abuse

Based on its "intention to deal during closed period" Bursa announcement on 22/8, I expect its results to release around 22/9 loh. Given the depreciation of Ringgit and the results from other furniture stocks, Poh Huat results should be good

Posted by Cf81 > 2019-09-06 14:38 | Report Abuse

Wow...going towards year low levels

Posted by 10155871859718617 > 2019-09-06 15:18 | Report Abuse

Just bought at 1.40

Posted by Cf81 > 2019-09-06 16:15 | Report Abuse

Just bought at 1.38

Posted by Fabien "The Efficient Capital Allocater" > 2019-09-11 11:29 | Report Abuse

The furniture sector in Malaysia appears to be a clear winner of the trade diversion arising from the US-China trade war. The US Commerce Department first slapped a 10% tariff on furniture imports from China in September 2018. The tariff has been raised to 25% since June 2019 and will be further increased to 30% from December 2019 (Exhibit 1). As furniture exports from Malaysia are spared the tariff, this translates to a tremendous price advantage for Malaysian furniture exporters over their Chinese peers in the US market.

We gathered from furniture companies we met up with recently that they have indeed benefited from the trade diversion from the ongoing US-China trade war. They have seen increased orders, at both their operations in Malaysia and Vietnam (for those who have expanded their operations to Vietnam).

In Malaysia, Poh Huat Resources for instance, has guided for its sales to the US from its Malaysian operations to increase by another 30% in FY19 (Oct), after surging by a third in FY18. We understand that Poh Huat Resources has spent close to RM20mil in capex for its Malaysian operations over the last 24 months, which is 4x the amount it spent in FY16–17. Over the last 1–2 years, Poh Huat Resources has seen higher orders from its existing customers and signed on new customers. It was also urged to expand its product range.