Posted by tksw > 2016-01-29 14:54 | Report Abuse

FLB already reap the weakness of RM gao-gao, to be reflected in Dec Qtr

Posted by tksw > 2016-01-29 14:55 | Report Abuse

Comming Qtr. though RM strengthen, FLB as an export company got forward currency contract one lar... and the strengthening of RM may be short life.

Posted by tksw > 2016-01-29 14:56 | Report Abuse

lets say FLB can have EPS 20 in 2016. current price not veli expensive mah. given that FLB has cash pile and good dividend

Posted by tksw > 2016-01-29 14:58 | Report Abuse

dun forget if Oil strengthen, US economy will said the crisis facing by the Shell oild producer is faded, then economy will look good (house prices in US rise wor) then it is good for FLB. and if US economy looks good, Fed may threaten rise interest rate wor, then RM will weaken again

Posted by tksw > 2016-01-29 15:01 | Report Abuse

dun forget FLB is a good dividend payer, partly due to its controlling shareholders are Taiwanese, if they continue to use legit way to get return from their investment, dividend payment is the only way. else they Goreng share.

Posted by Probability > 2016-01-29 15:03 | Report Abuse

tksw...so far I could not detect the rise in FLBHD EPS due to Forex...unless they had incorporated that on Revenue instead of Other Income

Posted by tksw > 2016-01-29 15:15 | Report Abuse

Probability sifu, should have recorded as Revenue. thus higher margin and profit

Posted by tksw > 2016-01-29 15:21 | Report Abuse

Last quarter （30/9/15）unrealised exchange gain should have been realised in Dec Qtr. & Oct - Dec 2015 should have higher Revenue and fatter margin。All this will result in large cash in flows hence a better chance for higher dividend. ^-^

Posted by tksw > 2016-01-29 15:23 | Report Abuse

Even if RM goes up to 380, FLB still enjoy better margin compare to 2014 ^-^

Posted by Probability > 2016-01-29 15:24 | Report Abuse

Yup...may be they just dumped in the Forex gain into the Margin. But the Revenue 3 qtrs ago of 41,398 compared to the last 42,802 did not change much...

So its more like they sold less material with a higher Margin due to Forex...(selectively to the right buyers). Hope they can increase the quantity of the material being sold too...

Posted by tksw > 2016-01-29 15:29 | Report Abuse

Who doesn't wanna sell more when the price is good? ^-^

Posted by tksw > 2016-01-29 15:30 | Report Abuse

& there is no impact on buyers cost -- their major customer is US. not other countries that facing depreciation of currencies. ^_^

Posted by tksw > 2016-01-29 15:51 | Report Abuse

next few days may be a bunch of expert will start toking market over-react to strengthening RM ^_^

Posted by tksw > 2016-01-29 15:52 | Report Abuse

Technician oso may come out said over sold on export stock ^_^

Posted by Superb99 > 2016-01-29 17:32 | Report Abuse

very disappointed with this counter, looks like no support line, let's see how strong MYR can go, all furniture counters are seriously dumped by investors

Posted by Probability > 2016-01-29 17:41 | Report Abuse

cant believe flbhd lower than liihen....
despite such superb dividend
and I did not see a single director dispose earlier..

Posted by Superb99 > 2016-01-29 17:46 | Report Abuse

I think a group of people bought a lot of furniture related shares previously and starts dumping now, once dumping is exhausted, it will rebound, may be after cny...who knows

Posted by timing > 2016-01-29 17:47 | Report Abuse

focus lumber not furniture stock

Posted by traderman > 2016-01-29 17:48 | Report Abuse

yes, focus lumber is selling plywood, not furniture

Posted by tksw > 2016-01-29 17:56 | Report Abuse

Ellen Connel sifu, let's see your advisory firm better or Superb99 sifu better. ^_^

Posted by Superb99 > 2016-01-29 17:59 | Report Abuse

may be I should said furniture material counter, whatever la, hope for the best, no cny angpow from this counter, just now rebounded a while then drop again....sigh

Posted by traderman > 2016-01-29 18:03 | Report Abuse

subscribe mmfsolutions trial version before ... sucks ...

Posted by chl1989 > 2016-01-29 18:24 | Report Abuse

What kind of jokes are you making Ellen Connel? Not profitable? Based on what? Your mum told you ar? Haha

Posted by tksw > 2016-01-29 19:56 | Report Abuse

superb99 sifu, it down so deep people wanna run life whenever it bounce.

Posted by timing > 2016-01-29 21:02 | Report Abuse

mmfsolutions, this website got virus. my antivirus just pop out. lol

Posted by Jason520 > 2016-01-29 23:11 | Report Abuse

No worries. The co's fundamental is still intact. Good dividend yield.

Posted by tksw > 2016-01-30 08:12 | Report Abuse

muscle sifu, U sold already arr?

Posted by 77huat77 > 2016-01-30 11:56 | Report Abuse

muscle which boat can enter ？

Posted by chl1989 > 2016-01-30 12:04 | Report Abuse

I say buy buy buy. Plz throw to me at 2.20 next monday. Lets see who is the fool when q release in feb.

Posted by chl1989 > 2016-01-30 12:09 | Report Abuse

Strengthening of ringgit is just temporary thx to tppa. There is no substantive reason for rm to go up. Usdrm will stay very firm above 4 :)

Posted by Mohd Fahmi Bin Jaes > 2016-01-30 12:14 | Report Abuse

rm up avoide export stock. export stok will down

Posted by chl1989 > 2016-01-30 12:20 | Report Abuse

LOL? profit stagnant? your grandma told you one? stop telling us the joke of the century...please show me how u arrive at this kind of conclusion. also, instead of pouring cold water everywhere on every good stocks, please recommend a better stock for us at this difficult times. Dont tell me that you choose to stay aside :)

Posted by chl1989 > 2016-01-30 12:46 | Report Abuse

I can understand that you are out of the game becoz the macro-environment is not in a good shape now. but please dont make your baseless assumption that "the profit is stagnant". Stop being so cynical. when u leave the boat, u hope that the boat will sink and kill everyone on the boat??? haha

Posted by 77huat77 > 2016-01-30 12:48 | Report Abuse

Cannot eat grape say grape sour

Posted by 77huat77 > 2016-01-30 12:49 | Report Abuse

Muscle When crash come what do you buy ?

Posted by chl1989 > 2016-01-30 13:27 | Report Abuse

Your words are confusing. For defensive stock, i suggest perstim. As solid as rock

Posted by chl1989 > 2016-01-31 12:20 | Report Abuse

Sure. In the meantime stop spreading your negative energy here :)

Posted by apini > 2016-02-01 11:22 | Report Abuse

can be less profit but still good profit , USD still strong . still cheap at this price

Posted by apini > 2016-02-01 11:34 | Report Abuse

one is talking about fast gain or more gain, other other is talking big gain, different philosophy different strategy.

Posted by Superb99 > 2016-02-01 16:30 | Report Abuse

Frankly, I personally don't feel Malaysian economy is improving thus MYR will go back to 4.4 level against USD unless US is getting poorer than Malaysia. NJB already mentioned no currency peg to be implemented. Oil price and corruption can kill Malaysia, pls open your eyes big big, if you got money, just buy some export oriented counters at this low price. The improvement of MYR can be also due to window dressing after the budget announcement, don't simply throw your shares. FLBHD is fundamentally strong with good dividend yield. When I first analysed this counter, the price is just 1.3 sth and its net cash flow was about 70 sen per share. I think it is very difficult to find this kind of cash rich company in the market. Now the price is above RM2 due to higher revenue or EPS, do you think few days improvement of MYR can kill this company? Don't worry if you are investing in this company as it is having low PE ratio as compared to its peers. I think due to the severe sell down since last week, a lot of our friends here are bleeding but I think the wound will recover soon. Bet at your own risk as every investment or bet carries certain risks.

Posted by JayC > 2016-02-01 16:33 | Report Abuse

i foresee that going back to 4.4 means oil price is below USD 30. then there will be uncertainty in the equity market.

USDRM best stay in the range 4.1 to 4.3, the goldilock zone. this is the best range for EXPORT counter.

Posted by tksw > 2016-02-01 17:23 | Report Abuse

muscle sifu, you tok early mah, I just bot some last week. How now?

Posted by 77huat77 > 2016-02-01 19:02 | Report Abuse

Shit lo muscle sifu now only come out
Next day Must sell early early

Posted by 77huat77 > 2016-02-01 21:46 | Report Abuse

3.09

Posted by 77huat77 > 2016-02-01 21:59 | Report Abuse

muscle I bought 80lot haihzzzzzz

Posted by 77huat77 > 2016-02-02 00:31 | Report Abuse

Muscle tomorrow cut la hor.

Posted by SS3U > 2016-02-02 00:38 | Report Abuse

Sell

Posted by tksw > 2016-02-02 11:05 | Report Abuse

kakak, topglove rebounded, FLB stll dun wanna move...I buy some first

Posted by Red_Hong_Bao > 2016-02-02 11:12 | Report Abuse

95% export

Posted by isaac320 > 2016-02-02 11:40 | Report Abuse

climb slowly and steady