Posted by UMA > 2017-07-02 01:09 | Report Abuse

Ini company chat tak boleh pakai punya......

Posted by nikicheong > 2017-07-02 15:06 | Report Abuse

Looks good, high ROE, low P/BV. Not bad.

Posted by 2721 > 2017-07-02 21:22 | Report Abuse

everythg good, juz lack of shark to push it up..haizz

Posted by BERKSHIRE > 2017-07-04 00:38 | Report Abuse

@nikicheong but I found the ROE of FLBHD has been drop to 10.44% in 2016 compare to 16.91% in 2015. Correct me if I am wrong...

Posted by Henry Chan > 2017-07-04 08:15 | Report Abuse

Suddenly so many articles for this company

Posted by john1218 > 2017-07-04 08:34 | Report Abuse

Yea, Berkshire, the ROE has been dropped to 10+%, and its share price also reflected from RM 3.0+ to RM 1.5+ in between year 2015 and 2016.

Posted by 2721 > 2017-07-04 18:49 | Report Abuse

still no dividend announce o

Posted by chl1989 > 2017-07-05 08:52 | Report Abuse

look at the numbers behind roe plz. its forex gain was huge in 2015. plz exclude it in your roe calculation. :)

Posted by stockraider > 2017-07-05 09:30 | Report Abuse

Need to agree 2015 FLB actually did better than 2015 loh...!!
But share price has corrected over the period from the peak of rm 3.20 to current level of rm 1.77 bcos of the under performance in 2015 mah.

Posted by Ezra > 2017-07-06 00:50 | Report Abuse

Share price is still around 52 weeks low, still value for money.

Posted by Ryan88 > 2017-07-12 17:04 | Report Abuse

选股基本点:
1。了解公司的生意
2。 生意有前景吗？会赚钱吗？
3。 公司管理层ok ?
4。 财务状况好吗？

Posted by Kch123 > 2017-07-12 18:31 | Report Abuse

Ryan88. 可以分享Flbhd 的4个基本点吗？

Posted by Vkklse > 2017-07-13 00:13 | Report Abuse

Flbhd 5197
目前股价：1.73

个人以最简化的理由为何我会投资Flbhd:

1. 净现金公司，每股净现金多达1.07 左右（包括Other Investment 里的Money market fund)

2. 蛮不错的股息率，今年大概会派0.08-0.10 , 年尾派发；惊喜就七月尾先派发，年尾再第二次派发。所以五个月的投资可以享有一年的股息。

3. Flbhd 主要出囗至美国市场，占公司营业额64%左右，主要供应给美国的Rv 休闲车领域。由于强势美元和低油价可以刺激美国的Rv休闲车销量；对Flbhd 有利。
4. 目前的大环境，马币贬值至4.20-4.30左右，对Flbhd这些做胶合板业务公司非常有利!因为原料成本以马币计算；出口生意以美元计算。比起几年前马币对美元3.30-3.50时代更占优势～
5. 一个值得投资的公司，除了派送不错的股息；公司稳健赚钱的能力也很重要。所以个人会参考五年的数据。
以下是2012年至2016年的每股盈利
2012: 0.11
2013: 0.15
2014: 0.16
2015: 0.31
2016: 0.19
2017: (今年个人预测会有0.22最少）

所以目前买入1.73, 大概Pe 8
还没扣每股净现金1.07喔。。
扣了Pe更低咯～
如果未来几年，平均Flbhd每年的每股盈利是0.22, 派息0.10
还有0.12进账。每股净资产就会每年增加；银行的Cash也会增加！
所以Flbhd股价会一直保持在1.73吗？

6. Flbhd 的发行股量非常小，才一亿三百万股 所以这些股量小的公司，如果未来有买盘流入；股价可以快速上涨和上涨空间大。因为目前低Pe高现金和高股息。
7. 由于公司已经计划Share buy back, 未来Flbhd 可以动用公司的高现金推高股价，反映公司原有的价值。
8. 由于目前股量太小，未来有机会派送红股
9. 最近出炉的业绩，明显看到公司的gross profit 已经增加回31.7%；管理层说因为在生产率改进使生产成本减低。
加上这几年Flbhd一直有添购新机械，改进生产率和推出不同尺寸的胶合板供应给顾客的要求。

Posted by Vkklse > 2017-07-13 00:14 | Report Abuse

http://www.rvia.org

Posted by Vkklse > 2017-07-13 00:15 | Report Abuse

这是美国的休闲车领域的网站，里面一些资讯都显示休闲车一直在成长着。

Posted by Vkklse > 2017-07-13 00:16 | Report Abuse

http://m.qdaily.com/mobile/articles/41413.html

Posted by stockraider > 2017-07-13 00:21 | Report Abuse

Shipments Topped 40,000 for Third Straight Month
RVIA’s May Survey of manufacturers found RV wholesale shipments finished above 40,000 for the third month. Monthly wholesale shipments reached 45,853; an increase of 20.8% compared to May 2016. Year-to-date wholesale shipment totals are 209,014 units, up 12.2% compared to this point last year. More...


The 65th Annual California RV Show is Sold Out of Exhibit Space
The RV Industry Association is proud to announce that exhibit space for the 65thAnnual California RV Show, the largest consumer RV show on the West Coast, is sold out. The show, which takes place October 6-15 at the LA Fairplex in Pomona, CA, is the longest running RV Show in the country. More...


RV Shipments Up 8.6% in 2017
February’s survey of manufacturers conducted by RVIA found wholesale shipments continuing the strong start to 2017 with a monthly total of 39,428 units. That represents a 9.7% rise compared to February 2016 total of 35,929 and a 14.1% gain over last month’s very strong total of 33,859. More...


RV Shipments to Maintain Fourth Month of Growth over 2016

RVIA’s April survey of manufacturers found RV wholesale shipments finished above 40,000 for the second month. Monthly shipments totaled 42,295; an increase of 5.6% compared to last April. Year-to-date wholesale RV shipments have reached 163,161 units, up 10.1% when compared to totals through last April 2016.

Posted by stockraider > 2017-07-13 00:22 | Report Abuse

V Shipments Surging in 2017 to Highest Level Ever Continued Growth Expected for 2018, a Record 9th Straight Year
The recreation vehicle (RV) industry’s shipments will reach 472,200 units in 2017, the highest annual total since the data has been collected, and a 9.6% increase from the number shipped last calendar year, announced Frank Hugelmeyer, President of the Recreation Vehicle Industry Association (RVIA)

Posted by stockraider > 2017-07-13 00:24 | Report Abuse

New RV Vacation Cost Study Published

A newly published study shows that RV vacations cost substantially less than other forms of vacation travel, even when factoring in fuel prices and the cost of RV ownership. For a four-person travel party, the study found savings of 27-62%; a two-person travel party saved 11-48%.

Posted by stockraider > 2017-07-13 00:30 | Report Abuse

New RVIA Research Shows
Record Level of RV Ownership

RVIA's RV Consumer Demographic Profile shows RV ownership has reached a new peak and also offers promising news on future RV purchase intentions.

The research, conducted by Dr. Richard Curtin, RV industry analyst and director of consumer surveys at the University of Michigan, reveals the number of RV-owning households has grown to a new peak of 8.9 million households, up from 7.9 million in 2005. According to the report, 8.5% of U.S. households now own RVs, up from 8.0% in 2005.

"Today's record RV ownership levels reflect the enduring appeal of the RV lifestyle despite recent economic challenges," said RVIA President Richard Coon. "I expect RV ownership to continue growing as more and more people learn how RVing is a cost-effective and fun way to spend time outdoors with family and friends."

"The data indicate that the basic appeal of the RV lifestyle remains as strong as ever," said Dr. Richard Curtin, who conducted the study. Curtin, an economist, is director of consumer surveys at the University of Michigan. "Consumers want to enjoy the same cherished experiences of RVing while staying within new budget constraints."

The RV industry is addressing consumer needs by "right-sizing" RVs to offer the mix of amenities and price that consumers want.

In addition to showing that RV ownership rates have climbed steadily, the new RV Consumer Demographic Profile also offers promising news on future RV purchase intentions.

When RV purchase intentions are combined across current owners, former owners and new market entrants, a total of 21% of all U.S. households stated intentions to purchase an RV at some point in the future. This represents only a slight decline from the 23% rate in 2005, and is ahead of the 16% rate in 2001.

"These purchase intentions expressed in the new RV Consumer Demographic Profile are very encouraging for the industry," said Sid Johnson, chairman of RVIA's Market Information Committee, and Director of Marketing at Jayco. "These survey results were collected in a challenging financial environment yet they are very close to the 2005 data when the economy and consumer outlook was much brighter. Overall, the results indicate continued strong demand for RVs in the years ahead."

Seventy percent of current RV owners plan to purchase another RV to replace their current unit in the future. When compared to the purchase intentions of owners in prior surveys, the 2011 data indicates current owners have a stronger intention to purchase a new RV when they do buy again.

Among new market entrants, defined as households that have never owned an RV in the past, 14% plan a future purchase with more than a third intending to purchase a new RV.

Among former owners, 27% plan to purchase another RV in the future. Here age was a determining factor with younger former owners (age 18-34) more likely than older former owners to purchase another RV. This underscores the need for the RV industry to stay in touch with recent former owners and to continue to present them ownership options.

Fast facts about RVers from the Profile:

The typical RVer was 48 years old in 2011, one year younger than the 49 years recorded in 2005 and 2001.
Median income of RVers: $62,000
39% of RVers had children under 18 living at home.
RV owners aged 35-to-54 posted the largest gains in ownership rates, rising to 11.2% in 2011 from 9.0% in 2005.
Ownership also edged higher among those aged 55 or older, rising to 9.3% from 8.6% in 2005.
Among those under age 35, ownership rates were flat - 4.9% in 2011 vs. 5.0% in 2005.

The RV Consumer Demographic Profile summarizes the findings from the eighth national survey of RV owners sponsored by RVIA. The 2011 survey included 4,903 completed surveys conducted from February to May 2011. The sample was selected to be representative of all U.S. households.

The Recreation Vehicle Industry Association is the national association representing nearly 400 manufacturers and component suppliers producing approximately 98 percent of all RVs made in the United States.

Visit GoRVing.com for more information about RVing and to watch a video on how to get started RVing.

Home About RVIA News Room Market Data & Trends Events

Posted by investabc > 2017-07-13 19:54 | Report Abuse

The share price will go up after you run out of patience lol !

Posted by yfchong > 2017-07-15 15:58 | Report Abuse

abt time to load on...

Posted by yfchong > 2017-07-16 13:22 | Report Abuse

Kit kat pop corn

Posted by investabc > 2017-07-16 19:40 | Report Abuse

http://cnn.it/2t0D7Qc

Posted by CKCS > 2017-07-17 10:26 | Report Abuse

Sunset counter.....

Posted by CKCS > 2017-07-17 10:28 | Report Abuse

The company is too comfortable to stay in safe zone. What are the catalysts? No expansion or anything?

Posted by GerrardChong > 2017-07-17 23:31 | Report Abuse

FLBHD Research report
http://klse.i3investor.com/m/blog/Investnowlah/128032.jsp

Posted by CKCS > 2017-07-18 08:34 | Report Abuse

Margin cut out half! And too relying on RV in the US for its export sales. Danger spotted. Go tell the company to diversify export markets if not next few qtr will be in danger.

Posted by yfchong > 2017-07-18 19:08 | Report Abuse

august revisit

Posted by balvin71 > 2017-07-19 09:03 | Report Abuse

Thanks for the link GerrardChong.....0.10 dividend coming in 5 months time.

Posted by yfchong > 2017-07-19 15:07 | Report Abuse

come august can load...........pls pls pls

Posted by Ryan88 > 2017-07-19 23:45 | Report Abuse

crazy counter
LOL

Posted by yfchong > 2017-07-20 12:51 | Report Abuse

no crazy lah u need is pstience.......... its like emotion 心 里 战。as long as it hold the mos i am fine

Posted by comebackisreal > 2017-07-20 19:09 | Report Abuse

Hevea is still the best XD

Posted by paperplane2016 > 2017-07-26 14:06 | Report Abuse

why////RM1 net value without considering even fixed assets. super undervalued

Posted by 2721 > 2017-07-26 20:31 | Report Abuse

if end of tis month still no interim dividend declared then really disappointed

Posted by yoona8904 > 2017-07-26 23:35 | Report Abuse

FLBHD dividend is usually declare at December. Dividend yield is around 6% per year.

Posted by balvin71 > 2017-07-27 07:57 | Report Abuse

July almost finished, Dividend 4 months time.

Posted by 2721 > 2017-07-27 13:32 | Report Abuse

wat i mean is no extra dividend, haizZz

Posted by yfchong > 2017-07-29 18:11 | Report Abuse

see can buy during august... sept

Posted by yfchong > 2017-07-30 09:35 | Report Abuse

buy buy buy

Posted by yfchong > 2017-07-30 09:45 | Report Abuse

bro balvin71.. hope to turn ard soon

Posted by investabc > 2017-07-30 21:47 | Report Abuse

Update
https://www.cnbc.com/2017/07/28/the-rv-space-is-on-fire-millennials-expected-to-push-sales-to-record-highs.html?__source=facebook

Posted by Artemis > 2017-07-31 18:04 | Report Abuse

total RV shipments in 2017 June is 18.3% higher than 2016 June

Posted by lazycat > 2017-07-31 18:09 | Report Abuse

i stuck in here 1 year ++ already :(

Posted by 2721 > 2017-08-01 22:36 | Report Abuse

y still nt burst n no dividend..zzzz

Posted by dreamerATwork > 2017-08-02 21:29 | Report Abuse

time to buy based on the long term RSI chart....

Posted by 2721 > 2017-08-03 11:13 | Report Abuse

fjinally burst

Posted by topseeker > 2017-08-03 11:35 | Report Abuse

break 1 .80

Posted by balvin71 > 2017-08-03 11:47 | Report Abuse

Quarter 2 report probably going to show very good results.