Posted by tiennhieu > 2015-01-29 10:51 | Report Abuse

already down for 3 days.

Posted by Kino Kow > 2015-01-29 13:51 | Report Abuse

Really boh huat ...

Posted by pathfinder > 2015-01-29 23:01 | Report Abuse

Take it easy. The future is bright.

Posted by lching > 2015-01-30 00:02 | Report Abuse

TA really bad timing.

Posted by tiennhieu > 2015-01-30 10:02 | Report Abuse

today again down trend.

Posted by pathfinder > 2015-01-30 14:09 | Report Abuse

Just profit taking. It will be OK. See you at 1.70.

Posted by paperplane > 2015-01-30 14:18 | Report Abuse

think homeritz showing lower result scare off many ppl

Posted by pathfinder > 2015-02-06 14:59 | Report Abuse

Moving.

Posted by CCCL > 2015-02-06 22:39 | Report Abuse

Can break 2 ???

Posted by paperplane > 2015-02-06 22:57 | Report Abuse

Probably, if it got good results

Posted by RosmahMansur > 2015-02-06 23:23 | Report Abuse

TP RM 2.50

Posted by tiennhieu > 2015-02-07 16:36 | Report Abuse

bonus already in the account.

Posted by camel > 2015-02-10 15:57 | Report Abuse

broke 1.87 ,should high fly.

Posted by hanhan07 > 2015-02-11 14:36 | Report Abuse

good to go in pohuat with current price?

Posted by moneytree88 > 2015-02-11 17:27 | Report Abuse

when will the result out?

Posted by erkongseng > 2015-02-11 18:56 | Report Abuse

-全年EPS=RM0.223 ,PE=12 ,股价=RM2.67
--冷眼持有1543,000股

Posted by hpcp > 2015-02-11 19:09 | Report Abuse

Isnt it PE12 times too high?

Posted by moneytree88 > 2015-02-11 19:20 | Report Abuse

hihi..stay n look first before u act

Posted by dextronium > 2015-02-11 19:22 | Report Abuse

Dear Mr hpcp
I think what Mr Er meant is that the EPS is 0.223 and with current price of 1.95, the PE ratio= 8.7 by using the EPS quoted. The target price, I think, from what I understand is at PE=12 (which is believed to be fair PE for KLSE by some), so this translates to 2.67, again by using EPS =0.223 as the basis of calculation.

Posted by wwwcomment > 2015-02-11 19:25 | Report Abuse

Pohuat hevea latitud. Is pohuat turn now.

Posted by paperplane > 2015-02-11 20:43 | Report Abuse

Here come rm2,it is the only laggard

Posted by erkongseng > 2015-02-12 07:21 | Report Abuse

Thanks for dextronium brother, it is right and buy more,dividend is good,dy=4%

Posted by hpcp > 2015-02-12 07:44 | Report Abuse

PE for furniture is less than 10 times

Posted by Icon8888 > 2015-02-12 14:55 | Report Abuse

target price RM3

Posted by mayl > 2015-02-12 15:13 | Report Abuse

Icon8888, which counter will be goreng

Posted by hanhan07 > 2015-02-12 15:29 | Report Abuse

hello pohuat fly now

Posted by hanhan07 > 2015-02-12 15:30 | Report Abuse

after hevea, latitude, now pohuat shooting up, next will be homeriz turn??? lol

Posted by tiennhieu > 2015-02-12 16:10 | Report Abuse

pohuat now wake up from hibernating for so many years.

Posted by pathfinder > 2015-02-12 17:02 | Report Abuse

Congratulations to all Pohuat shareholders who kept the faith.

Posted by freonsf > 2015-02-12 17:04 | Report Abuse

what is TP for Pohuat “爆发”?

Posted by hpcp > 2015-02-12 19:50 | Report Abuse

RM2.62 according to TA. http://eas.taonline.com.my/research/Dco/CR_7088_150126.PDF

Posted by CCCL > 2015-02-12 22:43 | Report Abuse

Huat arr..

Posted by paperplane > 2015-02-13 02:05 | Report Abuse

Engine just strted. If hevea also can go up 50%, pohuat can go up to 2.50 at least loh.

Posted by RosmahMansur > 2015-02-13 07:24 | Report Abuse

Pohuat now trading at PER of 9 and Latitude at 7.6; i think both of them are still cheap and have rooms to huat today!

Posted by tiennhieu > 2015-02-13 09:39 | Report Abuse

Latitude broke 5.30, when will pohuat reach that level?

Posted by cherry88 > 2015-02-13 10:09 | Report Abuse

The sky is the limit !! Anyway, based on EPS of RM0.223, on 10x PE, its fair value should be RM2.23. HOWEVER, based on prospective EPS of say RM0.30 after factoring the USD strengthening and reference to similar furniture stocks like LIIHEN and LATITUDE, we expect the stock to fly toward RM3.00 within 6 months. On caution, we need to see their audited accounts which is expected to release end of this month, to ensure no major deviation between unaudited and audited figures; to see their Forex Forward exposure; and the collection status update on the China disposal. Particular attention to be paid in the Forward exposure. If no exposure then it is VERY GOOD news to Poh Huat to take FULL ADVANTAGE of the USD strengthening !

Posted by tiennhieu > 2015-02-13 14:58 | Report Abuse

aiya, what is happening? dropping now??? profit taking??

Posted by Ravi Kumar > 2015-02-13 14:59 | Report Abuse

Sell into strength!!!! Of course profit taking.

Posted by cherry88 > 2015-02-13 16:36 | Report Abuse

Buy on rumours Sell on fact.....better sell before seeing the ang pou "dissppear"........After T+3, major force selling on the way........

Posted by camel > 2015-02-13 16:56 | Report Abuse

profit taking, after absorbing,continue bull run.

Posted by cherry88 > 2015-02-13 16:57 | Report Abuse

Surprisingly Poh Huat released its audited report so early this round. As commented earlier, its unaudited figure is same as audited figures which comfirm they have taken necessary step to review the unaudited figures before announced to the Bursa.

Note 12 (Derivative Assets) showed that Poh Huat did not contract into any Forward Contract as at 31Oct2014 (as compare to RM6.7 mil as at 31Oct2013). This means they will take full advantage on the strengthening USD currency. However, the recent TheEdge interview (dated 26/1/15) on Poh Huat management indicates that "the benefit of strengthening of the USD currency may not sustainable, as customers may ask for discount to adjust the changes in the exchange rate". So, don't be "too happy", and in fact, must be more worry and "take profit" in view of the weakening USD currency recently.

Another "negative" news disclosed in the Note 31 in relation to the installment / collection of the sales proceeds from the China subsidiary disposal. It showed that no collection so far despite the fact that the purchaser suppose to pay RMB 300,000 installment per month.....

In conclusion : Given its recent surge and anticipating the coming CNY holiday, it is advised to take profit first. Its current PE valuation close to industry average of 10x. Further, assuming they maintain its dividend per share of 8sen, its yield is 3.94% which may "not attractive" for the current risk level !

Posted by pathfinder > 2015-02-14 08:38 | Report Abuse

I agree this is just profit taking. I see this as opportunity to accumulate more. This is not the end of the uptrend yet.

Posted by paperplane > 2015-02-14 08:46 | Report Abuse

It is like vs. After profit taking, go up again with nothing else to buy, fund mgr will buy pohuat.

Posted by pathfinder > 2015-02-14 13:17 | Report Abuse

Agreed.

Posted by pathfinder > 2015-02-15 14:44 | Report Abuse

Cherry88. That's why I like this company. The directors have shown time and time again to be frank and honest. I am referring to your remarks about customers wanting a discount. Its not necessary for them to say so but they did. I think it will be ok and will look fwd to its next quarterly report end March.

Posted by paperplane > 2015-02-16 00:42 | Report Abuse

Great mgt Lah. The stock can go long

Posted by Tey Tian Foo > 2015-02-16 10:42 | Report Abuse

Still very positive. Now the fund manager is looking at furniture stock differently and higher PE from 12X to 15X justified.

Posted by 8wpwtmt8 > 2015-02-16 17:58 | Report Abuse

http://eas.taonline.com.my/research/Dco/CR_7088_150126.PDF

Keep on reminding myself. TP:RM2.62

Posted by paperplane > 2015-02-17 14:09 | Report Abuse

wow, 2.62 very positive

Posted by weechin53 > 2015-02-17 15:27 | Report Abuse

Boleh kah?