Posted by ntygis > 2014-12-23 23:00 | Report Abuse

慢慢累积增加股息。好股。

Posted by lctan1973 > 2014-12-26 10:57 | Report Abuse

Hi all , now can in or not . Please advice. Thanks.

Posted by christ1234 > 2015-01-05 15:52 | Report Abuse

dont miss the boat

Posted by christ1234 > 2015-01-05 15:52 | Report Abuse

buying volume is very strong

Posted by christ1234 > 2015-01-05 15:53 | Report Abuse

i am a trader in the hse, mondrian capital is accumulating. reshuffling their 2015 portfolio.

Posted by christ1234 > 2015-01-05 15:53 | Report Abuse

factory expansion

Posted by christ1234 > 2015-01-05 15:53 | Report Abuse

anytime 1.70 dont miss the boat

Posted by Alex Lim > 2015-01-06 18:30 | Report Abuse

good resistance

Posted by christ1234 > 2015-01-07 14:44 | Report Abuse

read the edge this morning, mondrian is buying. paid the edge to write that article. going strong now, hitting 1.60 soon. dont miss the boat.

Posted by christ1234 > 2015-01-07 15:30 | Report Abuse

http://www.theedgemarkets.com/my/article/insider-asia%E2%80%99s-stock-day-wellcall-holdings-bhd

Posted by christ1234 > 2015-01-07 15:30 | Report Abuse

Insider Asia’s stock of the day: Wellcall Holdings Bhd

Posted by christ1234 > 2015-01-07 15:31 | Report Abuse

IPOH-based Wellcall manufactures industrial rubber hoses used across a broad swath of the economy — for air and water, welding and gas, oil and fuel, automobile, shipbuilding as well as food & beverage sectors.

Earnings grew steadily for the past four years. In FY Sept 2013, Wellcall saw lower revenue — as customers held back purchases in anticipation of lower prices — but still managed to grow profits, thanks to lower rubber costs. In the latest FY14, both sales and net profit rose — by 11.3% to RM146.4 million and 19.1% to RM29.4 million, respectively. Net margin increased from 11% in FY11 to over 20% in FY14.

The current regime of low commodity prices and weak ringgit bodes well for Wellcall. Almost 91% of the company’s sales are exported, to all over the world.

The ringgit is expected to stay weak, now at the lowest level against the US dollar since mid-2009.

Meanwhile, bulk latex prices have fallen from 536 sen/kg at end-2013 to as low as 350 sen/kg in December 2014 before recovering slightly, on expectations of lower output due to massive flooding. Nevertheless, competition from synthetic rubber — whose prices are correlated to oil — will keep a lid on the recovery.

The Edge Research rates Wellcall a maximum Fundamental score of 3 and 2.1 out of 3 for Valuation.

The company is sitting on net cash of RM41 million, which together with steady operating cashflow will continue to support a generous dividend payout.

Indeed, annual dividends paid have been on a gradual uptrend. Dividend payout was a high 94% in FY14, well above its minimum 50% payout policy. Shareholders would have earned a net yield of 5.32% based on current share price of RM1.56.

ROE has been rising steadily, from 20% in FY11 to over 35% currently.

Posted by huat888 > 2015-01-07 15:39 | Report Abuse

It pays dividend every quarter

Posted by pgboy88 > 2015-01-07 15:47 | Report Abuse

Christ1234, how do u know Mondrain has paid to ask the edge to write the article?

Posted by kcgoh1234 > 2015-01-14 15:26 | Report Abuse

wah so fierce ar 1.61 eat all

Posted by kcgoh1234 > 2015-01-14 15:26 | Report Abuse

high volume, dont miss the ship

Posted by kcgoh1234 > 2015-01-14 15:36 | Report Abuse

wah so fierce ar 1.62 bought all

Posted by kcgoh1234 > 2015-01-14 15:39 | Report Abuse

no need to kira cents cents la, at least 1.70.

Posted by kcgoh1234 > 2015-01-14 15:41 | Report Abuse

wellcall really same momentum like kossan, ock, mitra few days back.. so fierce ar

Posted by kcgoh1234 > 2015-01-14 16:05 | Report Abuse

so fierce ar, 1.63, eat all

Posted by kcgoh1234 > 2015-01-14 16:06 | Report Abuse

so fierce ar, 1.64, eat all

Posted by pgboy88 > 2015-01-14 16:32 | Report Abuse

Thanks Christ1234! You seem like know internal staff.....

Posted by kcgoh1234 > 2015-01-15 12:20 | Report Abuse

so fierce ar 1.65 eat all

Posted by kcgoh1234 > 2015-01-15 12:22 | Report Abuse

Soon 1.70 dont miss the boat. Buy Rate 91.76 % Volume 339,600 Value

556,115

Posted by christ1234 > 2015-01-15 12:24 | Report Abuse

kc wah really fierce. I am all in hahaha

Posted by christ1234 > 2015-01-15 12:25 | Report Abuse

pgboy you are welcome.. i know wellcall from top to bottom, trust me.

Posted by pgboy88 > 2015-01-15 13:04 | Report Abuse

Good Christ! R u plan to attend coming AGM?

Posted by christ1234 > 2015-01-15 14:27 | Report Abuse

My trader also reveal that Dr Yu Kuan Chon has interest to accumulate. I was told of good div yield and thin liquidity. Similar to Shangri-la before Dr Yu acquired substantial stake. Shang increased from RM2 to RM7 today and who cares about its PE. As long as management is sound.

Posted by christ1234 > 2015-01-15 14:28 | Report Abuse

Pg boy, definitely. I have been attending for past 5 years.

Posted by christ1234 > 2015-01-15 14:46 | Report Abuse

GOOD ONE DONT SELL CHEAP 1.67

Posted by pgboy88 > 2015-01-15 15:07 | Report Abuse

Who is Dr. Yu? Wau.. he can influence the share price....!! I'm totally "new leg"..

Posted by pgboy88 > 2015-01-15 16:06 | Report Abuse

Christ, u must b one of the big shareholder....If u have accumulated since 5 years ago, wooo rich man!!!

Posted by christ1234 > 2015-01-15 16:25 | Report Abuse

oh ok la. 900k shares @ 0.90 average.. wah 1.67 buy all. so fierce

Posted by christ1234 > 2015-01-15 16:35 | Report Abuse

wah dont so fierce la, 1.68 buy all. slowly buy,,

Posted by pgboy88 > 2015-01-15 16:47 | Report Abuse

HaHaaa....wau lau eah!

Posted by Skipz Yang > 2015-01-15 18:02 | Report Abuse

walao millionaire in the house...

Posted by duitKWSPkita > 2015-01-15 18:35 | Report Abuse

Dear All Seniors,

I hope I can come with you all. I invested in WELLCALL.

Hope we can gain some money from her. I wish to learn from you guys too.

Happy trading!

Posted by duitKWSPkita > 2015-01-15 21:20 | Report Abuse

Dear chris1234,

What is the announcement about? Could you please enlighten me some? I dont understand it.

Thank you

Posted by christ1234 > 2015-01-15 22:07 | Report Abuse

duitkwsp, means big shark Mondrian still keep buying recently. SO we fong sam to buy & keep, a vote of confidence. Abt mondrian.http://www.mondrian.com/business-overview/background.html
Established 1990
100% employee owned
51 investment professionals
173 employees in two locations: London, UK and Philadelphia, US

Posted by christ1234 > 2015-01-15 22:08 | Report Abuse

Assets Under Management (as of September 30, 2014) $67 billion

Big Big, only solid company will attract big shark. those chinese ah pek furniture co, forget abt it, no substance, thats why low pe all this while.

Posted by duitKWSPkita > 2015-01-15 22:11 | Report Abuse

thanks for your kind explanation mr christ1234.

Mean release heart to buy n keep....sound nice....
please alert me if you wanna sell. I wait for you. Not really know to invest in it.

Thank you sir again.

Posted by Collin Soo > 2015-01-15 22:23 | Report Abuse

Don't try to say bad words to the shareholder of furniture company!

Posted by christ1234 > 2015-01-15 22:43 | Report Abuse

Collin, nobody is saying bad words abt shareholders. I meant company quality which is the fact. Everyone has its own investment philosophy, some look for quality assets - competitive edge, some look for fast money.

Posted by duitkwspkita > 2015-01-16 09:13 | Report Abuse

come as per projected

Posted by pgboy88 > 2015-01-16 10:28 | Report Abuse

Any ideas why Mondrain keep acquired and disposed Wellcal?

Posted by pgboy88 > 2015-01-16 11:20 | Report Abuse

Mondrain holding 33,022,250 shares as on 15-Dec-14 has disposed 44,000 shares until 32,978,250 shares as on 15-Jan-15.

Posted by bcllct > 2015-01-16 11:54 | Report Abuse

apparently Mondrian is net disposing instead of acquiring. Christ1234 why/how you conclude they keep buying recently ?

Posted by pgboy88 > 2015-01-16 13:09 | Report Abuse

Don't be too optimize on Wellcal as oil price drop may affect producers to reduce production or stop production. As we know North America is the largest customer, definitely it will affected......

Posted by kenrixx > 2015-01-16 13:18 | Report Abuse

if the north america/usa is the largest customer then wellcall will get the benefit from high currency exchange :-)

Posted by kcgoh1234 > 2015-01-16 13:40 | Report Abuse

pgboy88, do ur homework, are u sure their main exposure is oil hose?