Posted by tjhldg > 2013-11-12 01:18 | Report Abuse

buy back 100 shares , no brokerage ? really chiat pah bo su cho .

Posted by kllady_fidah > 2013-11-13 15:36 | Report Abuse

heard they getting a big concsssion project

Posted by jcwm22 > 2013-11-17 16:20 | Report Abuse

So, how high do u think weida can go, kllady_fidah? RM2.50? RM3? Last quarter's earnings per share was 7.8 sen. That is really impressive.

Posted by kllady_fidah > 2013-11-18 15:14 | Report Abuse

gotta hold lah..meanwhile enjoy the div....

Posted by 4u2c > 2013-11-26 22:31 | Report Abuse

Why last qtr only make rm 344 k ?

Posted by davidkkw79 > 2013-11-27 13:55 | Report Abuse

it is a trap... some certain trader ask u to buy in this, in order to let them dumping to you.

Posted by 4u2c > 2013-11-28 21:30 | Report Abuse

but company making money ...only last 2 yrs, the EPS extreamly eratic qtr to qtr .....BUT make $$.

Posted by Jie Sheng Lim > 2013-12-06 11:16 | Report Abuse

Also for their recent expenditure for expansion into real estate, lower aggregate earnings for the quarter is expected if I'm not mistaken. Still sold off; just like pure rumours of taper caused it to sell off one day.

Posted by KC Loh > 2013-12-11 14:46 | Report Abuse

bagus... bagus... :)

Posted by KC Loh > 2013-12-12 09:23 | Report Abuse

just a little bit more... little bit more...

Posted by brendonyeap > 2013-12-17 23:04 | Report Abuse

Whats its TP? Anyone can share?

Posted by ProfitMan > 2013-12-18 02:07 | Report Abuse

immediate resistance is 1.83 and the next major resistance is 1.90.

Posted by davidkkw79 > 2013-12-22 00:06 | Report Abuse

Why weida last quarter result only get 0.27 sen only? So poor EPS... = =

Posted by Number4 > 2014-01-03 23:12 | Report Abuse

They got palm oil exposure also...

Posted by davidkkw79 > 2014-01-03 23:14 | Report Abuse

I thought weida has sold it palm oil to THP oledy ?!

Posted by kllady_fidah > 2014-01-11 12:09 | Report Abuse

Lousy counter I'm selling off

Posted by davidkkw79 > 2014-01-13 17:06 | Report Abuse

some trader shark are quietly selling off to their followers....

Posted by davidkkw79 > 2014-01-16 12:32 | Report Abuse

target price is 1.30

Posted by davidkkw79 > 2014-01-16 15:28 | Report Abuse

finally start to panic sell, down stock has reach 500 stocks...

Posted by davidkkw79 > 2014-01-16 16:32 | Report Abuse

Wah, using 1 lot to push up !

Posted by scn12345678 > 2014-01-24 15:54 | Report Abuse

from a reliable financial status of plc,penang dynaqst spg,it show that weida has cash >rm2,nta >rm2,eps >18 cents,de ratio .3,most important the combine rating is 5.5,but why the share trade below the cash?????

Posted by Jie Sheng Lim > 2014-01-25 07:33 | Report Abuse

Probably either sentiment or manipulation? Dunno.

Posted by seasonedtrader > 2014-01-26 20:43 | Report Abuse

Sarawak based is MFG of HDPE engineering product,trading of water storage tanks and chemical tanks,construction of telecom. tower and then leased to Celcom,Digi,Maxis ,also propertied development.

In early FY13,Weida has diposed the money-losing Plantation business to TH Plant for 151M(Furthermore,the Plantation is not a significant contributor to the group),nonetheless this disposal has strenghten the balance-sheet, as at 4QFY13,Weida is a net cash company.

Although the estimated FY13 EPS is fell to 14.5sen,but FY14 is expected to rise to >18sen.

Key Statistic and Ratios........

As at MAC FY13

NTA/Share : RM2.41

Liq Asset/Share : RM2.10

D/E ratio : 0.39

Altman Z score : 2.43

ROE : 14.5%

So the weida is considered under-value stock!

Posted by lepeng85 > 2014-01-29 22:58 | Report Abuse

Do weida has any debt ?

Posted by anbz > 2014-01-30 00:52 | Report Abuse

i think they still have RM 79m big debt and some receivables also resembling that value...this company still owe tooooooo much even after selling plantation to TH !!!

i guess kcchong must be laughing to u all

Posted by pap9163 > 2014-02-03 10:57 | Report Abuse

Bot 0.80.. sold 95% ar 1.73 not happy with co. sold plantation and venture into property in 'not good timing!'

Posted by davidkkw79 > 2014-02-05 11:32 | Report Abuse

remain buying price at 1.30

Posted by kllady_fidah > 2014-02-21 16:06 | Report Abuse

shooting up>>>>

Posted by davidkkw79 > 2014-02-27 08:18 | Report Abuse

Revenue down 20%, Profit down 30 %, based on what story do you think it will up?

Posted by kllady_fidah > 2014-02-27 14:36 | Report Abuse

hospital construction concession.....

Posted by kllady_fidah > 2014-03-19 15:49 | Report Abuse

at last it is waking up..............

Posted by davidkkw79 > 2014-03-26 08:51 | Report Abuse

where got wake up? quarter result not good lar

Posted by Ring > 2014-04-10 21:11 | Report Abuse

Something is brewing!!!!!

Posted by WDragon > 2014-04-11 01:36 | Report Abuse

yes, weida going start the engine...

Posted by tjhldg > 2014-04-20 21:08 | Report Abuse

and pls make sure is not reverse gear la ... si pek sian liau

Posted by stockoperator > 2014-04-24 13:28 | Report Abuse

We better value the company based on its core business.

Posted by firestar23 > 2014-04-25 15:50 | Report Abuse

judging from the share movement, something is brewing. many buyers supporting

Posted by davidkkw79 > 2014-05-23 12:19 | Report Abuse

rebounding?

Posted by whizzy > 2014-05-29 10:19 | Report Abuse

a great qtr for Weida, FY eps at 17.8sen, PE works out to be 9x
Will do better following as they recognize profits for their maiden project, Urbana residence Ara Damansara which is >90% taken up. Upcoming project in Mont' Kiara should see strong take up rate.

Posted by ykgykg > 2014-06-16 20:46 | Report Abuse

Waiting to soar !

Posted by Peter Wee > 2014-06-30 20:47 | Report Abuse

Nice closing :)

Posted by shcheng > 2014-07-07 12:40 | Report Abuse

TP 2.00

Posted by RainYen > 2014-07-07 20:40 | Report Abuse

Target price=RM2。5

Posted by RainYen > 2014-07-07 23:44 | Report Abuse

这个人买的股，肯定会暴涨。

TArgetPrice：RM2.8

转载：寒江

牛市中的遗珠 – WEIDA (第一炮 ：基本面篇)
自上个星期不断的研究 WEIDA 以来，越来越发掘它的美。这无疑是隆股 5 年牛市以来的沧海遗珠股 ，我个人非常看好它未来半年至 2 年的爆发潜能。我上个星期粗略地在论坛带过了 Weida，这一次，我就破裂地象以前分析 MKH, GTronic， INARI 般，详细地把 WEIDA 拆皮扯骨，一炮接一炮地炸开它的基本如何被低估，到业务的稳健，成长和未来。且看 WEIDA 是否如我所测，将会是下半年的大黑马，还是我纯粹借由电子的便利捞好处。
我已经很少用以上的图表 （Chart - 1）。其中原因之一是牛市我多以投机为主，hit and run. 这一场 Weida 之战，将是我另一场呕心沥血的研究，希望不会凸槌。目前，Weida 已经是我最大的持有股，期待它能一圆我的梦想，靠开翻的力量，达到单一百万市值股。...
See More
牛市中的遗珠 – WEIDA (第一炮 ：基本面篇)

自上个星期不断的研究 WEIDA 以来，越来越发掘它的美。这无疑是隆股 5 年牛市以来的沧海遗珠股 ，我个人非常看好它未来半年至 2 年的爆发潜能。我上个星期粗略地在论坛带过了 Weida，这一次，我就破裂地象以前分析 MKH, GTronic， INARI 般，详细地把 WEIDA 拆皮扯骨，一炮接一炮地炸开它的基本如何被低估，到业务的稳健，成长和未来。且看 WEIDA 是否如我所测，将会是下半年的大黑马，还是我纯粹借由电子的便利捞好处。

我已经很少用以上的图表 （Chart - 1）。其中原因之一是牛市我多以投机为主，hit and run. 这一场 Weida 之战，将是我另一场呕心沥血的研究，希望不会凸槌。目前，Weida 已经是我最大的持有股，期待它能一圆我的梦想，靠开翻的力量，达到单一百万市值股。

如果单看 Weida 过往的业绩，其实并没有很突出。只是普普通通地交出不错的成绩单，也没有什么惊喜。公司之前也尝试涉足其它行业，却最终无法取得重大的突破。但好在也没亏了股东们的血汗钱。值得一提的是，公司脱售的种植业，带来了相当可观的盈利，这点就显示在 2013 的盈利表里头，一举令公司从负债到净现金公司，也为未来涉足房地产做了相当的准备。

Weida 虽然过去不曾带来多大的惊喜，却可以令股东睡的安稳的公司。2008/09 的经济危机，对它完全没有影响。这功归于它业务的独特性，和制造盈利的稳定性。也就是说，基本上你不必担心 Weida 的盈利会突然逆转而亏。对我而言，这就是第一道护城河。

我之前曾经强调了很多次关于 NCAV。如果能找到一家公司的股价低于它的 NCAV 交易，而公司的盈利又稳健的话，你大概可以当埋底裤睡身下去了。这就是为什么 Weida 会突然成为我的最大投资股的原因之一。在脱售种植业后，Weida 在 2013 转为净现金，NCAV 来到 RM1.09 并不出奇。因为当中有很大部分的现金来自脱售的业务，属于一次性。但是，在 2014 年最新的 Q4 季报的业绩表现，公司虽然没有比之前大赚，但却有办法把 NCAV 强劲地提高到每股 RM1.59，而目前股价才不到 RM1.80! (注：我开始买入时是 RM1.66，一直买到最高 RM1.79). 能够做到这么出色的表现，这就是投资 Weida 的卖点。也要多亏它 Q2 & Q3 不稳定的业绩，才有出现像目前股价被严重低估的康头。至于 Q2 & Q3 的业绩为何突然下降，就另外再讨论。

公司票数为 126，895，000。换句话说，我是用 (RM1.66-1.59 = RM0.07) x 126,895,000 = RM8.88mil 来买进每年可以稳定赚 ~RM25mil 左右的优质公司，这种交易太划算了！而且，这还没包括公司的其它有形资产和公司即将爆炸性的盈利成长潜能，太便宜了！

Chart - 2:
看完 NCAV，再核对公司的 Balance Sheet，看看 Weida 如何制造神话。
乍看之下，2014 的现金好像变少了。奇怪，公司明明赚钱，怎么可能发生这样的情况？再详细看公司的总债务，看到了吗？也是大幅度地减少了。再看收账能力，不得了了吧？ 如果这么棒的管理和控制还要嫌弃，那还是乖乖把钱放 FD 好了。
另外，请留意从 2013 出现的小额 Property Development Cost, 到 2014 的 RM85mil! 这代表什么？即将爆发的成长和盈利！在现有的业务和公司稳健的财政前提下，Weida 已经算是被低估。如果再加上未来产业的盈利，它不爆发，说得通吗？

Chart - 3:

图三是 Weida 过去 5 年的业绩表现。看法可以两极化。有些人觉得不稳定，这也难怪。但，他们是否有更详细的去了解，和审查未来？对我而言，这样的业务，是超稳定，加未来向上的几率非常高。
这里我不详细的谈它的业务，留在下一炮。

我只想点出，每个人的看法都不一样。有些人觉得不怎么好，而我却觉得它很不错。如果你把整体的业绩加起来，那么你将得到以下每年盈利总和：
1. 2010 : RM29.37mil
2. 2011 : RM37,92mil
3. 2012 : RM36.95mil
4. 2013 : RM42.46mil
5. 2014 : RM32.20mil

乍看之下，2014 当很多公司都交出不错的业绩时，Weida 反而下跌了。怎么说，都好像说不过去。重点是，这样的下跌，恰恰是提供了我们入场的黄金机会。Weida 的业绩其实不是下跌，而是花了该花的钱，为未来的爆炸性盈利铺路，还有就是它聪明地使用了会计手段，把盈利拉底，降低税务，却把钱从另一只看不见的手，合法又合理的转入公司的口袋！这才是高明。虽然短期看起来盈利不怎么样，但却让公司的裤袋装得满满的。这就是为什么它的 NCAV 可以在盈利不爆发下而大幅度地成长。如果你是生意人，你想报上去缴税，还是用它的方法来省税而富了自己公司的口袋？有些时候，看到的盈利未必是真实的。作为股东，我要的是公司能持续制造更多的现金。如果现金流能比盈利成长得更快，这样的公司迟早一定被市场发掘它的好。而我们应该做的，就是买在市场之前。

综合以上 3 个基本面的面面观，以 Weida 目前的股价来衡量投资它未来可能获利 vs 失利的空间，你还抱有这是一只炒股的心态，那我们就拭目以待吧。

Posted by Tan Siew Ting > 2014-07-08 08:14 | Report Abuse

Gap up ! A bit risky......

Posted by leslieroycarter > 2014-07-08 08:54 | Report Abuse

toppish....may correct....

Posted by leslieroycarter > 2014-07-08 11:01 | Report Abuse

go for seal.......bonia and lonbisc....look more promising....

Posted by Hongpong Ng > 2014-07-08 14:22 | Report Abuse

ad

Posted by khchong78 > 2014-07-08 15:26 | Report Abuse

匿名 说...
股东放票，难怪上周有卖压。
5:51 下午

糊涂 说...
第2大股东放票是件好事,大股东卖票带出来了许多信息, weida约半年股价不动或许是第二大股东的朋友们在收票了,我认为这一次如果股价无法再次压下,那大涨的机率就会相当高了。
7:21 下午

匿名 说...
糊涂大大，请问weida你打算打长久战吗？因为要等mont kiara贡献需要等至少两个季度哦。。
谢谢
2:54 上午

匿名 说...
請問哪裡可看到寒江的論壇？
7:09 上午

糊涂 说...
是的，Weida是打算长期持票的。寒江兄的文章在facebook中可以找到，只要寻找"Stock FM"就可以了，我转贴了寒江兄的文章来收藏，也方便大家参考。Weida的确是市场中最低估的股项之一，未来的确定性极高。Mont kiara一带的房产空置率虽然高达30%，但是却永不缺乏买家，永久地段的公寓就更加好卖了。
我想如果它的mont kiara房产卖不出去的话，那全部的产业股就不用看了，那些高债务的更会随时引爆炸弹，不可不防。
9:52 上午

Posted by khchong78 > 2014-07-08 15:35 | Report Abuse

http://tengkhan.blogspot.com/2014/07/weida.html