Posted by Max2838 > 2017-05-26 10:25 | Report Abuse

Can you imagine how LHen will fly when Ty-Koon finishes with selling?

Posted by chanyh > 2017-05-26 10:37 | Report Abuse

liihen flying now.. generous dividend payout still could attract investors. :D

Posted by mamatede > 2017-05-26 11:02 | Report Abuse

I always advocate for wise trading. see where this go now... up !

Posted by huahtai98 > 2017-05-26 17:42 | Report Abuse

This tycoon has been acting strangely...小气了.....他。

Posted by Wind1111 > 2017-05-27 09:33 | Report Abuse

This is a Rm5 share, big discount at this price.

Posted by huahtai98 > 2017-05-27 14:08 | Report Abuse

Need a much better 2nd qtr performance to reach rm5...keep our fingers crossed...end Aug target price.

Posted by huahtai98 > 2017-05-27 14:10 | Report Abuse

Hope that tycoon already left by that time....haha.

Posted by sarahdeaton > 2017-05-27 15:02 | Report Abuse

Next week drop to 3.01. Buy next week.

Posted by Max2838 > 2017-05-27 19:00 | Report Abuse

After EverSendai 2017Qtr1 results & TA Analyst's comments
"After revising the earnings estimates and rolling forward our valuation
base year to CY18, we reduce the target price from RM0.68 to RM0.58,
based on 6x CY18 EPS. This is after applying 2x PE multiple discount to
our target PE multiple of 8x. The discount is in view of sizeable collectibles
in the oil and gas division. Downgrade the stock from HOLD to SELL as we
think the share price have run ahead of its fundamentals.

Just wondering now whether Ty-Koon will sell down Sendai and move to export stocks...

Posted by anicca > 2017-05-27 19:20 | Report Abuse

MYR strengthening....hmmm....if says myr weakening I think upside of liihen will be faster...with good result...

Posted by RainT > 2017-05-28 16:07 | Report Abuse

Liihen no hope ....

Profit up and high dividend but share price cannot move

Already in the same range for past 1 years

Liiihen ...when can you wake up and move ....

Posted by dextronium > 2017-05-28 18:00 | Report Abuse

But it serves as a relatively good source of passive income as the dividend is quite handsome and may be better than fixed deposit pending on the purchasing price...

Posted by huahtai98 > 2017-05-28 21:09 | Report Abuse

We do find stocks which are undervalued or overvalued....for long periods indeed. Quite a common occurrence!

Posted by Patrick13 > 2017-05-29 11:17 | Report Abuse

Unless Liihen do the proposal for share split or bonus share only will unlock the value

Posted by simon_nick > 2017-05-29 16:07 | Report Abuse

Turun liao, yay!

Posted by huahtai98 > 2017-05-29 16:51 | Report Abuse

Total revenue got to increase further...together with profits...to justify a bonus issue. Maybe next year.

Posted by Max2838 > 2017-05-30 00:27 | Report Abuse

This recent related party transaction to buy the industrial site is not necessary...The purchase price is RM19.7 M. The savings are from the rentals that Liihen is paying to the owners (also the directors) is about RM2 M/yr. Therefore it's 10 yr payback.
Why need to buy a space for a factory site, rent will do.. multinationals do not buy the land where they operate factories, they just rent. Business can change and factory sites can also change.... all Liihen need is a space for equipment & workers for factories, preferably near the port.
The factory land in Muar also has low value n low rate of appreciation compared to Klang or JB.
The argument that purchase of land will prevent disruption of business is not valid. Liihen should have an option to move to other factory sites where rentals are much cheaper. To prevent PRT, it is better not to use or buy directors's properties as property valuations are not in the minority shareholders interest, only directors.

Posted by Max2838 > 2017-05-30 00:28 | Report Abuse

This recent related party transaction to buy the industrial site is not necessary...The purchase price is RM19.7 M. The savings are from the rentals that Liihen is paying to the owners (also the directors) is about RM2 M/yr. Therefore it's 10 yr payback.
Why need to buy a space for a factory site, rent will do.. multinationals do not buy the land where they operate factories, they just rent. Business can change and factory sites can also change.... all Liihen need is a space for equipment & workers for factories, preferably near the port.
The factory land in Muar also has low value n low rate of appreciation compared to Klang or JB.
The argument that purchase of land will prevent disruption of business is not valid. Liihen should have an option to move to other factory sites where rentals are much cheaper. To prevent PRT, it is better not to use or buy directors's properties as property valuations are not in the minority shareholders interest, only directors.

Posted by huahtai98 > 2017-05-30 16:52 | Report Abuse

I hear Trump is going to print billions of helicopter dollars again....causing world wide inflation and thus reducing the purchasing power of currencies around the world including Msia of course. Consequently, the Ringgit will be indirectly devalued thus driving up asset prices again including houses and land. It will be a very painful experience this time especially when housing and land prices are already unaffordable to most salaried workers including professionals. How sad! Take care people.

Posted by anicca > 2017-05-30 16:53 | Report Abuse

I heard lol.............

Posted by anicca > 2017-05-30 16:54 | Report Abuse

something's brewing at last minute transactions today...

Posted by chanyh > 2017-05-30 17:01 | Report Abuse

yeah, 3.18 to 3.25 @@

Posted by huahtai98 > 2017-05-30 17:06 | Report Abuse

Liihen tycoon is trying to show his might in vain.

Posted by Max2838 > 2017-05-30 17:33 | Report Abuse

It should be fair for all if Liihen can reward all shareholders with a 20M special dividends at the same time the directors gain 20M from the PRT factory land transaction...

Posted by Fantasist > 2017-05-30 18:14 | Report Abuse

#ThisIsHowCompanyZaplap

Posted by Energiser > 2017-05-30 22:14 | Report Abuse

Huahtai98 any links to the news on helicopter money? I presume US economy is doing well therefore why the need for helicopter money?

Posted by huahtai98 > 2017-05-30 22:29 | Report Abuse

Sorry no links...info from Stock market seminar last Sat

Posted by huahtai98 > 2017-05-30 22:32 | Report Abuse

Anyway the Fed has been printing such money for several years.

Posted by Patrick13 > 2017-05-31 09:26 | Report Abuse

Investor not happy with good result? Share price din go up but go down

Posted by mamatede > 2017-05-31 21:10 | Report Abuse

maybe should top up more, money in bank only give me most 4.1%

Posted by Patrick13 > 2017-05-31 21:27 | Report Abuse

http://www.malaysiastock.biz/Company-Announcement.aspx?id=976378

Posted by Max2838 > 2017-05-31 21:46 | Report Abuse

I am against directors lining their pockets....

Posted by Patrick13 > 2017-05-31 21:54 | Report Abuse

Seems like nobody realised this news. Liihen Group acquired the related co named Domain Partners S/B ("DP") with purchase price of RM19.738 million. Net assets of DP as at 31/3/17 is RM2.84 million and the remaining balance is revaluation surplus on the DP's property.

Posted by RainT > 2017-05-31 22:03 | Report Abuse

Passed dividend history show that DY is above 4% which is very good than rather FD in banks

But the main issue is, can that dividend payment will be continue to sustain in future? Without much growth plan in future the dividend payment might be affected.

No point looking at high DY of the past....important is, is it the high DY will be able to sustain in future??

Lets see

Anyone agree?

Posted by leecuteguy > 2017-05-31 22:20 | Report Abuse

nobody will know what would happen in future or even tomorrow ......... without much growth meaning still growth better than no growth or even worst
declining ...... So just get whatever is given now

Posted by Patrick13 > 2017-06-01 08:11 | Report Abuse

Hi RainT, what is your opinion for Liihen prospect and outlook? Look like you are pessimistic for this counter.

Posted by VenGeR > 2017-06-01 17:27 | Report Abuse

KYY disposing
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5449237

Posted by Patrick13 > 2017-06-01 17:39 | Report Abuse

Once KYY sold out, share price should be bounce back soon.

Posted by pathfinder > 2017-06-01 19:12 | Report Abuse

I am getting pretty tired of koon.

Posted by TrippleZ > 2017-06-01 19:16 | Report Abuse

KYY should go invest in US or Hong Kong or Japan. Bursa is too small for him.

Posted by huahtai98 > 2017-06-01 22:45 | Report Abuse

Venting anger and dissatisfaction at Liihen management that didnt listen to him....haha...好笑。

Posted by huahtai98 > 2017-06-01 22:49 | Report Abuse

We can never outsmart the market by becoming emotional.

Posted by huahtai98 > 2017-06-01 23:05 | Report Abuse

If we use the performance of Liihen in the past 10 yrs to make a graphical extrapolation the probability of continuous growth into the future is extremely good. This is the main reason i decide to put some of my funds into this counter. However, in business, there is always the risk of the unknown in future; and more so in the future. Ok people!

Posted by Max2838 > 2017-06-02 10:21 | Report Abuse

Letter to the BOD...those attending AGM can relay this msg

What2Do:
1. New markets in Europe, M-East & W-Asia. Get on board Alibaba Online Furniture Biz.
2. Expansion of factories
3. Fast expansion by mergers & acquisitions. Use your cash reserves to buy competitors & other innovative furniture companies
4. Focus on logistics & automation to streamline costs & improve your competitiveness

WhatNot2Do:
1. Do not venture into planting rubber for rubberwood own supply. Rubberwood is cheapest in Malaysia vs China, Thailand, Cambodia or Vietnam. There is no shortage, only price.
If wood prices are up, furniture prices also up. Planting rubber do not add value. Plantation project is a 12yr+ payback period. It does not add value to your furniture business. In fact, you can source better quailty rubberwood from others.
2. Do not buy land for factory site - it does not add value & is another 10 yr payback project. Furniture factories can operate any place in Muar Johor. Location is not an issue, logistics is.

Posted by Vc Looi > 2017-06-02 10:44 | Report Abuse

old wolf still have 5% more to sell..

Posted by Vc Looi > 2017-06-02 10:46 | Report Abuse

super investor ? buy 10% boost up the share price, now have hard time to sell to market.

Posted by meistsk3134 > 2017-06-02 23:01 | Report Abuse

KYY keep dumping.. KYY put how many billion inside?

Posted by RainT > 2017-06-03 02:25 | Report Abuse

From now all the info such as qtr report or annual report does not have any growth news or plan that really excited me

I think now sales and profit of Liihen just depend mainly on US economy condition and forex gain only.
If US unemployment rate is multi year low again and housing sales in US is good going forward , this will push Liihen sales and profit. And the forex, MYR if weaken more will forex gain.
But this 2 is external conditions and hope Liihen can do some RIGHT and CORRECT expansion ahead with its huge cash pile for better future prospect of Liihen instead of just do nothing and pay high dividend only

Liihen share price has been in the same range for the past 1 year ...even before Koon Yew Yin start to dump Liihen shares .....let say if KYY finish his dumping activities, will Liihen move up ?
I hope it move up, but there are lack of catalyst for Liihen except for its high dividend only

I don't think Liihen shares will appreciate much as now all the furniture company in Bursa also same and cannot move . The main good thing is only the dividend . My dividend yield now is about nine percent of my capital .

The puzzle is, will Liihen continue this high dividend payment culture going forward? Can the share price appreciate as there is no RIGHT growth plan? After KYY finish dumping....can Liihen up?

Let's wait and see...finger cross

Posted by Max2838 > 2017-06-03 11:04 | Report Abuse

Revenue for 1Q2017 is 173M/qtr. As the US Employment & housing Starts statistics is on an upward trend, you can probably expect increasing demand & sales (as seen in the increasing Malaysian export data).
Liihen's Revenue for 2017 can attain 690-720M (170-180M x4qtrs). At 720M, this an increase of 100M over 2016's revenue (same effort was shown from revenue increase of 120M from FY2015 to FY2016).
Accordingly, you can expect the Market cap to increase by 100M to 676M or RM3.80/shr.
So, there is still some upside to appreciation while you spend your dividends every qtr.
'tis better that Ty-Koon spoils the party now rather than later...........

Posted by huahtai98 > 2017-06-03 11:41 | Report Abuse

Many real investors still want to buy Liihen.....they are scooping up what tycoon has been dumping.....haha....有好戏看！