Posted by kkanagasg > 2014-08-10 20:27 | Report Abuse

First salesman already sampai, hihihihihi

Posted by kkanagasg > 2014-08-10 22:24 | Report Abuse

Saltedfish, this lame hen 2.45 tomorrow ??

Posted by kkanagasg > 2014-08-10 22:55 | Report Abuse

Saltedfish, this lame hen 2.45 tomorrow ??

Posted by kkanagasg > 2014-08-11 09:20 | Report Abuse

Posted by kukuman1 > Aug 10, 2014 11:04 PM |
Post removed. Why?

Posted by kkanagasg > 2014-08-11 09:20 | Report Abuse

Posted by usefulhat > Aug 10, 2014 05:24 PM |
Post removed. Why?

Posted by usefulhat > 2014-08-11 09:43 | Report Abuse

kkanagasg Post removed. Why?

Posted by kkanagasg > 2014-08-11 10:04 | Report Abuse

Because you cannot tahan all your IDs are shown to the world, hihihihihihhi

Posted by kkanagasg > 2014-08-11 11:31 | Report Abuse

Only 4,100 shares traded for half a day, what a joke trying to equate this with PBBank, hihihihihi

Posted by Invest_168 > 2014-08-11 22:45 | Report Abuse

难得有一片宁静的天空 :)

Posted by sharinginfoz > 2014-08-12 09:31 | Report Abuse

still thinking whether it is a wise move to take profit on lii hen and switch to KNM?

Posted by AyamTua > 2014-08-13 00:24 | Report Abuse

tukar kuda tua jadi emas: ahb, kgb & esceram kikiki

Posted by kkanagasg > 2014-08-13 00:56 | Report Abuse

Datang lagi saleman

Posted by kkanagasg > 2014-08-13 15:29 | Report Abuse

14,000 shares done until 3.30pm , hihihihi bo lat liao

Posted by kkanagasg > 2014-08-13 15:29 | Report Abuse

Sorry not bo lat, it is bo lang ai

Posted by JasonPoh > 2014-08-13 17:25 | Report Abuse

Everyday dropped since 22/7
*&*^$%@^&^%*(+!

Posted by tjhldog > 2014-08-14 11:15 | Report Abuse

Looks like the Japanese motorbikes all masuk longkang Parit Jawa already, Lol

Posted by tjhldog > 2014-08-14 11:17 | Report Abuse

Now nobody talk here anymore, can pump up the stock liao

Posted by tjhldog > 2014-08-14 11:18 | Report Abuse

Used TA to buy but whole morning volume only 14,300 shares, Lol

Posted by tjhldog > 2014-08-14 11:19 | Report Abuse

Where are all the salesmen or golf caddies? Lol

Posted by tjhldog > 2014-08-14 11:19 |

Post removed.Why?

Posted by Invest_168 > 2014-08-17 13:30 | Report Abuse

利兴：温故知新篇

1）利兴的营收及成本

=〉2014 Q1 的成本占营业额的82.47%, 这是历年来最低的. 较低的成本就会带来较高的盈利.
=〉2014 Q1 的营业额是历年最高的一季,这代表生意兴隆. 看好2014年营业额将突破2012的高点!

2）利兴的盈利状况

=> 2014 Q1的净盈利达~8千2百万,这是历年来最高的单季净盈利表现! 利润率高达8.66%,历年高点!
=> 2014年净盈利有望突破2012年的纪录，如果接下来的季度也能保持如Q1的营业额及净盈利表现。

3）利兴的安全空间

a)总资产 / 总债务

=〉比例良好! 买了不会担心，晚上一样可以睡得香甜安心.

b) 流动资产 / 流动债务

=> 看到这样漂亮的数据就更加令人可以放心投资了。


4）投资收益

a) ROE 股东回酬率
=> 不用质疑,2014年ROE将如往年般保持在双位数。

b) EPS 每股盈利

=> 2014年Q1 EPS 已达13.76 sen! 全年化可达55sen. 现在的本益比为4.75（股价2.61）
=> 给它个八折的话，全年EPS=44 sen. 现在的本益比为5.93
=> 给它个30%折扣的话，全年EPS=38.5 sen. 现在本益比为6.78
=> 给它个40%折扣的话，全年EPS=33 sen. 现在本益比为7.91


5）现金在手

=> 从2011年开始，它已变成了一只超强的印钞机！！赚到的钱大部份都进到口袋里了。。。太强大了！！
=> RM58.83 Mil 相等于每股现金在手高达RM0.98! 可以理解为何利兴可以季季派息。


6）派息率

=> 2009到2012年，公司拿出~33-41%的净利来派给股东. 而2013年,竟破天荒的派发高达50%的净利！！
=> 2014年Q1派股息4 sen, 如果每季度都派4sen, 全年也有16 sen.以现在股价来计算， 周息率高达6.1%!!

7.总结:

1) 利兴拥有强劲的财务状况，高现金，低负债。营业额及净利在增长的势头。从2011年起，它已变成了一只超强的印钞机！！赚到的钱大部份都进到口袋里了。利兴财源滚滚而来，股东每季收股息乐开怀！再看到股价也步步高升，更是利上加利, 兴兴旺旺！

2)美国经济的复苏，对利兴绝对是好消息。因为利兴的家私主要是出口到美国！以Q1 2014年的数据，83%的营业额是来自出口到美国的贡献。美国经济的复苏也势将令美元走强，美元走强对利兴而言也绝对是项好消息。

3）从2013的年报，利兴已开始另一项投资，那就是橡胶栽种计划。这计划肯定会为利兴的未来带来更多的$$..

“It is delighted to report that PPL Plantations Sdn Bhd, as an effort to venture into upstream activity of the Group, is set to start the planting of rubber wood trees by the appointment of a contractor on 4 March 2014. It will start land clearing in June 2014 with approximately 400 hectares to be planted for the financial year 2014 at an estimated cost of RM5 million.“

4) 从2009年起，利兴的资产没再重估过。2013的年报里提到今年应该会有资产重估。这对利兴也是项利好消息。
“The next valuation shall be conducted not later than 2014 for the entire class of landed properties.”

5) 利兴2014年4月的火灾不足为患，保险赔偿金足以弥补其损失！

6）利兴的总股票发行数量多年来都保持在6千万股，这可能是导致其每日成交量稀疏的主因，也是唯一令人感到不足的。 是时候派红股了吗！发红股除了能增加利兴股票的流通量也势必能增加及反映出其应有的市值！当然，发不发红股也只能看管理层的意愿。身为小股东，我们只能建议加期盼。

注:此分享并没任何买卖建议.看者买卖自负.

Posted by tjhldog > 2014-08-17 16:29 | Report Abuse

虽然在账面上利兴是那么的吸引人，以下几个原因可以解释为什么没有基金或大户愿意大手投资于利兴工业：

Posted by tjhldog > 2014-08-17 16:29 | Report Abuse

1）Q1 虽然交出了13.76 仙的Eps，但请不要忘記Q1是利兴最強的季度。相信大家还记得去年八月份当利兴公佈Q2业绩时，股价大跌62仙或30%的惊嚇度吧？八月近在眉头，大家是否也应该先卖，待业绩公布后才在低价买回呢？

Posted by tjhldog > 2014-08-17 16:39 | Report Abuse

2）小股东提出的法律䜣讼已经纠缠了利兴超过一年有多，还是无法把它摔掉，搞到每个小股东日夜提心吊胆，吃惊风散渡日。尤于甚者，上个月最新的一场上䜣庭官司，利兴还吃了个大败战，气急败坏吃不了兜着走，怎么不叫人心惶惶呢？

Posted by tjhldog > 2014-08-17 16:47 | Report Abuse

3）利兴的几位董事涉嫌不法的造市(market manipulation)和失信案的案件还在SC和警方的深入调查階段。一日此两个案件不明朗化，一日利兴的股价便被迫受压。

Posted by tjhldog > 2014-08-17 16:53 | Report Abuse

4）五年一次的大火也太戏剧化了吧？虽然保險公司有得赔偿，但这会造成保險金的大幅增长或甚至不受保，到时候不是更糟糕吗？在此奉劝各位利兴董事，凡事适而可止呀。

Posted by tjhldog > 2014-08-17 17:00 | Report Abuse

5）坊间，尤其是在麻坡，有传闻利兴董事会以低价（2.20-2.50)卖盘。但是有潜能的买家在深入探讨后都一一打起退堂鼓来，其原因外人不得而知。照账面看来此低价是天大的好机会，除非内有惊人的炸弹？

Posted by tjhldog > 2014-08-17 20:57 | Report Abuse

Like that also want to flag me, Lol

Posted by tjhldog > 2014-08-17 21:11 | Report Abuse

说什么报应、度量，你连一点的意见都不能接受，怎么在这股市里幹一番事业呀？

Posted by tjhldog > 2014-08-17 21:38 | Report Abuse

Hiding in Parit Jawa kah? Lol

Posted by tjhldog > 2014-08-18 08:48 | Report Abuse

虽然在账面上利兴是那么的吸引人，以下几个原因可以解释为什么没有基金或大户愿意大手投资于利兴工业：

1）Q1 虽然交出了13.76 仙的Eps，但请不要忘記Q1是利兴最強的季度。相信大家还记得去年八月份当利兴公佈Q2业绩时，股价大跌62仙或30%的惊嚇度吧？八月近在眉头，大家是否也应该先卖，待业绩公布后才在低价买回呢？

2）小股东提出的法律䜣讼已经纠缠了利兴超过一年有多，还是无法把它摔掉，搞到每个小股东日夜提心吊胆，吃惊风散渡日。尤于甚者，上个月最新的一场上䜣庭官司，利兴还吃了个大败战，气急败坏吃不了兜着走，怎么不叫人心惶惶呢？

3）利兴的几位董事涉嫌不法的造市(market manipulation)和失信案的案件还在SC和警方的深入调查階段。一日此两个案件不明朗化，一日利兴的股价便被迫受压。

4）五年一次的大火为免也太戏剧化了吧？虽然保險公司有得赔偿，但这会造成保險金的大幅增长或甚至不受保，到时候不是更糟糕吗？在此奉劝各位利兴董事，凡事适而可止呀。

5）坊间，尤其是在麻坡，有传闻利兴董事会以低价（2.20-2.50)卖盘。但是有潜能的买家在深入探讨后都一一打起退堂鼓来，其原因外人不得而知。照账面看来此低价是天大的好机会，除非内有惊人的炸弹？

Posted by Super999 > 2014-08-18 09:33 | Report Abuse

Collection pattern , every morning sell 100 shares from HL to supress share price, interesting !

Posted by tjhldog > 2014-08-18 09:47 | Report Abuse

http://klse.i3investor.com/blogs/liihencg/57903.jsp

Posted by phone333 > 2014-08-18 10:25 | Report Abuse

Yes, the 100 shares seller from HL , rich guy, spend money to lower share price , funny men.

Posted by phone333 > 2014-08-18 10:51 | Report Abuse

I think this blog writer sell 100 shares daily to lower share price.

Posted by chonghai > 2014-08-18 11:51 | Report Abuse

To tjhldog,
LiiHen EPS would easily be 30 to 40 sen, 15-20 sen dividen. As long as the cash flow in Lii Hen is real, Lii Hen will be able to continue to reward shareholder. Among your 5 arguments, the only real concern is (4) the frequency of fire. I do not have Lii Hen as I prefer Latitud and Hevea but I don't think Lii Hen is as bad as your description.

Posted by phone333 > 2014-08-18 14:46 | Report Abuse

The previous write up with price screen from HL too.

Posted by tjhldog > 2014-08-18 17:46 | Report Abuse

Welcome phone333 to the long list of new IDs. Lol

Posted by tjhldog > 2014-08-18 17:48 | Report Abuse

Everyone has his own opinion. You can also write in the blog with yours. It is a free market out there

Posted by tjhldog > 2014-08-18 21:24 | Report Abuse

http://klse.i3investor.com/blogs/liihencg/57903.jsp

Posted by tjhldog > 2014-08-18 23:43 | Report Abuse

http://klse.i3investor.com/blogs/liihencg/57903.jsp

Posted by phone333 > 2014-08-19 08:59 | Report Abuse

Just watch, the blog writer will sell 100 shares again to lower share price.

Posted by phone333 > 2014-08-19 09:09 | Report Abuse

True enough, he did it again!

Posted by phone333 > 2014-08-19 09:16 | Report Abuse

He withdraw 900 shares selling at 2.59

Posted by phone333 > 2014-08-19 11:06 | Report Abuse

Blog: Lii Hen : 只宜欣赏，不宜沾手
Aug 19, 2014 08:11 AM | Report Abuse

very good reasons and i have learned from this post about analysis. But brother, one time posting should have enough, give people some roads. No doubt Candygirls is your target, she/he made noise on Hevea, but he/she was unsuccessful and his/her action was somehow disgusting. Anyhow, continuous criticizing and targeting the person doesn't make us better than him/her. Stock should be fun and happy, just my opinion, no offense. Thank you.

Posted by phone333 > 2014-08-19 11:07 | Report Abuse

Full comment as above

Posted by tjhldog > 2014-08-19 11:40 |

Post removed.Why?

Posted by candygirl > 2014-08-19 12:50 | Report Abuse

Hevea announced 1Q profit on 22 May 2014 increased 135% . On 23 May 2014 it dropped like a knife
Sell Hevea when profit going to announce . Sell on news !!

Posted by tjhlldog > 2014-08-19 13:41 | Report Abuse

Ok

Posted by SeriousInvestor1945 > 2014-08-19 13:44 | Report Abuse

Talk to some investment bankers, Li Hen has goreng history. Advised to avoid this counter!