Posted by grong > 2018-07-20 17:45 | Report Abuse

@Cockroach Paul Lee, might take one year for me to reach back lol.

Posted by Cockroach Paul Lee > 2018-07-20 17:46 | Report Abuse

i got average down on 2.35 not the lowest, but consider good already la.
if Q2 is good, special dividends again...wait n see hoorayyhhh

Posted by Patrick13 > 2018-07-20 22:01 | Report Abuse

My average cost is close to 3, but including reinvest dividends, actual cost is 2.78. I believe this counter still undervalue and shall be worth more than 3.

Posted by Fabien Extraordinaire > 2018-07-20 22:27 | Report Abuse

you do a simple DCF la on its FCF...then roughly u can gauge its IV

Posted by Patrick13 > 2018-07-20 22:45 | Report Abuse

Oh no.. Not every stock I will calculate IV. But I simple check the earnings yield, ROIC, ROE etc. Yea, I know this is a good stock to hold all the way.

Posted by Cockroach Paul Lee > 2018-07-21 11:25 | Report Abuse

back to 3.00 is 'on the way'
go to 3.20 is 'time matter only'
hold until 3.50 is 'success'
TP 4.00 is 'bonus'
5.00 is 'miracle' hahahahahaha
BUY !

Posted by Fabien Extraordinaire > 2018-07-21 12:38 | Report Abuse

My DCF calculation shows LiiHen is worth RM5.10.

Posted by James Ng > 2018-07-21 12:41 | Report Abuse

https://klse.i3investor.com/blogs/general/166273.jsp
[转贴] [LII HEN INDUSTRIES BHD，生产成本提高及员工短缺] - James的股票投资James Share Investing

Posted by shareinvestor88 > 2018-07-21 16:28 | Report Abuse

Sell now TP 1.50 , better invest elsewhere

Posted by Fabien Extraordinaire > 2018-07-21 19:44 | Report Abuse

What is your analysis, James? I don't see anything other than copy paste from the quarterly report.


James Ng https://klse.i3investor.com/blogs/general/166273.jsp
[转贴] [LII HEN INDUSTRIES BHD，生产成本提高及员工短缺] - James的股票投资James Share Investing

Posted by geary > 2018-07-21 20:20 | Report Abuse

Second Level Thinking...!!!
https://www.valuewalk.com/2018/07/second-level-thinking-2/

Posted by Cockroach Paul Lee > 2018-07-21 20:53 | Report Abuse

Posted by shareinvestor88 > Jul 21, 2018 04:28 PM | Report Abuse

Sell now TP 1.50 , better invest elsewhere
____________________________________________________

Stock: [UNISEM]: UNISEM (M) BHD

Feb 15, 2018 02:59 PM | Report Abuse

Drop below 1 soon

___________________________________________________

Stock: [MAGNI]: MAGNI-TECH INDUSTRIES BHD

Mar 18, 2018 07:00 PM | Report Abuse

Just sell it TP 1.00

___________________________________________________

shareinvestor88 call for sell on everything since 2018Jan...
may i know right now...which share u buy ?

Posted by Jon Choivo > 2018-07-22 02:38 | Report Abuse

Haha suddenly a hive of activity again.

My liihen cost is 3.8 and latitud 4.6. Almost bought a little during the big drops, but had better things to buy. Dont think i'll buy any, but good luck everyone!

As always, if one were to feel very strongly that i should buy more, please show me your investment thesis, im very curious!

Posted by flysmart > 2018-07-23 09:43 | Report Abuse

wahhh... collected whole truck at 2.30-2.50

Posted by baobao4068 > 2018-07-23 09:51 | Report Abuse

If next quarter result no bad, then liihen really become rocket le

Posted by Fabien Extraordinaire > 2018-07-23 11:02 | Report Abuse

my cost is 3.25 still long way to go. lol

Posted by Patrick13 > 2018-07-23 11:40 | Report Abuse

https://klse.i3investor.com/blogs/Intrinsic%20Value%20%E5%85%AC%E5%8F%B8%E8%82%A1%E7%A5%A8%E5%86%85%E5%9C%A8%E4%BB%B7%E5%80%BC%20%E2%80%93%20%E4%BB%B7%E5%80%BC/166337.jsp


Fabien Extraordinaire My DCF calculation shows LiiHen is worth RM5.10.
21/07/2018 12:38

Posted by Larrytrader > 2018-07-23 13:35 | Report Abuse

Can you share your calculator?

Posted by ... Tom > 2018-07-23 14:51 | Report Abuse

The best furniture stock to hold! Bought this quietly last week monday!

Posted by Fabien Extraordinaire > 2018-07-23 16:57 | Report Abuse

http://www.theedgemarkets.com/article/shares-furniture-players-gain-potential-increase-demand-amid-uschina-trade-war

Posted by egearcentral > 2018-07-23 16:59 | Report Abuse

Promoters win again!

Posted by Patrick13 > 2018-07-23 17:26 | Report Abuse

I wish to highlight that trade war and USD strengthen is not the main concern. The main issue is rubberwood shortage and high labour cost especially now minimum wages is going to revise very soon.
Dun so over optimistic for 2nd quarter result. I would say that profit shall be normalised in 3rd quarter.

Posted by ocpd > 2018-07-23 18:24 | Report Abuse

Nice closing 288 ... tomorrow 298?

Posted by Larrytrader > 2018-07-23 18:42 | Report Abuse

Awesome performance

Posted by geary > 2018-07-23 20:06 | Report Abuse

LiiHen... hahaha...among its peers...best pure furniture company in Malaysia...very well integrated, most efficient management team, consistently high Dupont ROE...But at what market Price...<3.00...probably good for long term investment. TQ n GL...!!!

Posted by Fabien Extraordinaire > 2018-07-23 20:32 | Report Abuse

oh actually i havent update the DCF valuation for LiiHen.

mine was computed based on FY2016 numbers.

my shiok sendiri assumptions:
average FCF past 5 years
growth rate 10% for next 10 years
thereafter terminal rate at 3% similar to inflation rate
WACC 9.68%



Posted by Larrytrader > Jul 23, 2018 01:35 PM | Report Abuse

Can you share your calculator?

Posted by Cockroach Paul Lee > 2018-07-23 23:50 | Report Abuse

hold long long, hope for more dividends and bonus shares
Huat ah ........

Posted by Patrick13 > 2018-07-24 08:14 | Report Abuse

I'm not so well to calculate intrinsic value...Simply estimate, if every year can contribute min 40 sen profit, future 10 years mean total 4, plus 47 sen cash per share on hand now, total value is about 4.47. Give myself 30% discount, it is worth to buy below 3.13.

Again, no right or wrong, different people has own calculation...

Posted by Vilhelm Lim > 2018-07-24 11:41 | Report Abuse

this counter never disappoint me

Posted by ocpd > 2018-07-24 15:09 | Report Abuse

USD / MYR breached 4.07 ... woohoo!

Posted by Fabien Extraordinaire > 2018-07-24 15:44 | Report Abuse

where got 4.07? lol

Posted by cyeec2000 > 2018-07-24 15:46 | Report Abuse

Now?

Posted by grong > 2018-07-24 19:14 | Report Abuse

Support : 2.81

Posted by mdmlyn > 2018-07-25 12:33 | Report Abuse

2.87 i bought now drop...can keep or cut loss

Posted by ocpd > 2018-07-25 12:35 | Report Abuse

Of course cut loss lah!

Posted by mdmlyn > 2018-07-25 12:57 | Report Abuse

TQ...

Posted by ahblaire8 > 2018-07-25 13:30 | Report Abuse

cut or not cut, that's the question

Posted by laychee > 2018-07-25 13:35 | Report Abuse

Jika kuku panjang, potonglah!

Posted by paperplane > 2018-07-25 14:10 | Report Abuse

Cut what

Posted by baobao4068 > 2018-07-25 15:34 | Report Abuse

Lol ppl buy for no reason and sell for no reason

Posted by xianchua > 2018-07-25 19:00 | Report Abuse

cut loss based on your intention, if you are based on technical and aim for short run. better to cut.

Posted by geary > 2018-07-25 20:21 | Report Abuse

Trade war~Currency War...!!!
https://www.valuewalk.com/2018/07/evolved-into-a-currency-war/

Posted by Cockroach Paul Lee > 2018-07-26 00:34 | Report Abuse

laosai..... why cut loss?
if august qr GREEN GREEN good good...maybe got special dividends? who knows?
if contra then have to cut loss la... for investment, can keep 1st.

Posted by egearcentral > 2018-07-26 01:08 | Report Abuse

This stock is very sensitive to USD strength. After Trump's comment last Thursday, USD turns weak. It may turn strong again, I don't know.

This stock was promoted by someone who claimed US will buy from MALAYSIA ONLY after China got banned from US. And USD is getting strong.

Now USD getting weak and US may not necessarily buy only from Malaysia.

Posted by ocpd > 2018-07-26 14:14 | Report Abuse

I hope my cut loss call has nothing to do with yesterday 4.6% panic drop ... i was being sarcastic haha lol!

Posted by geary > 2018-07-26 15:14 | Report Abuse

Laugh die me....4.6% you refer to panic....oh I taught it drops 46%... financial crisis...??? Cut loss apply only for trading stock or poor FA stock or goreng stock...where there are so many sharks swimming around with so...many trading accounts...to create false volume....etc...etc... hahaha...!!!

Posted by EngineeringProfit > 2018-07-27 14:10 | Report Abuse

Interesting....

Posted by Cockroach Paul Lee > 2018-07-27 19:46 | Report Abuse

GOGOGO ....August advance to 3.20 ( QR Green Green Amen... Amitofu ... )

Posted by albert787378 > 2018-08-01 12:37 | Report Abuse

Trump to propose 25% tariff on US$200b of Chinese imports

https://www.thestar.com.my/business/business-news/2018/08/01/trump-to-propose-25pct-tariff-on-us$200b-of-chinese-imports/

Posted by ocpd > 2018-08-01 16:10 | Report Abuse

Trump's Tariffs Push Electronics From China to Southeast Asia https://www.bloomberg.com/news/articles/2018-08-01/trump-s-tariffs-push-electronics-from-china-to-southeast-asia