FOCUS LUMBER BERHAD
KLSE (MYR): FLBHD (5197)
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Last Price
1.36
Today's Change
+0.01 (0.74%)
Day's Change
1.32 - 1.36
Trading Volume
74,000
Meeting
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Discussions
17 people like this. Showing 50 of 10,108 comments
Many of those who bought upon breakout at 1.62 are panic and cutting losses since yesterday.
i am happy to collect back my shares at much much lower price now.
2022-05-10 18:01
RM1.40 support still intact. Look for a move back to RM1.60 at month end
2022-05-12 10:48
Alamak, you have a very good point, I went in too early. However, based on FLBHD profitability comparing with lumber prices, lumber prices need to drop by more than half from current level to effect FLBHD profitability/dividends. Last few days, I believe is more general panic selling in reaction to interest rate hike.
2022-05-13 08:16
I notice that flb put a lot of spare money in money market fund. Does anyone has any idea why they do so? Wouldnt it nice if they return the money to shareholders as a special dividen?
2 months ago
The amount of money they put in money market fund is about 45cent per shares. How nice if they return just half of it to shareholders....
2 months ago
enter to FLB. guess 1.37....... no doubt FLN is not at 500 Mil Cap not interested by many folks, just imagine their net cast value per share.., Like that lor.. Important is RV drive
2 months ago
Yes, I have held FLBHD shares for many years. Am hoping this financial year will have same amount of dividend as in 2018 of RM0.16 per share, hopefully better. That time lumber averaged at abouts $500~$600. Quarter 1 2022, should record best profit ever and next quarter maybe 3rd best after 2021 Quarter 4. Last few days lumber has come down. But still high compared to historical levels.
2 months ago
Fabien _the efficient capital allocator
Based on the North America lumber market outlook report, housing starts, which is a primary driver of lumber demand and selling price is expected to continue growing in year 2022. Thus, we expect that market price for wood products is sustainable in current year based on the US consumption of lumber as well as continued supply-side constraints due to its logistic issue and also Russia-Ukraine conflict.
However, costs of raw material and other components are increasing in current year due to increased oil price.
Besides, revision of minimum wage effective from 1 May 2022 would increase our production costs by approximately 4%. The impact of the increasing production cost can be minimised if we are able to increase our production volume through the employment of more workers. However, the current selling price of plywood,
without taking into consideration of the recent strengthening of US dollar, is able to absorb the increase of the production costs. Based on the current operating environment, the Board of Directors is confident that the Group will achieve a new height in year 2022.
2 months ago
If without the logistic issues, the profit and revenue will be much higher. Because there was no available bulk carrier delivering the plywood to US in February and March 2022 while availability of container shipping was limited as well.
2 months ago
Fabien _the efficient capital allocator
Q1 FCF is 26mil or 26sen per share. 3 sen divvy is a tiny piece. Cash balances a whopping 106mil vs MC of 151mil. Very hard for this company to go bankrupt
2 months ago
https://focuslumber.com.my/wp-content/uploads/2022/05/FLB-Q1-2022-resu...
Very good overview.. good prospect!
2 months ago
DIVIDENDS
Interim dividend – 3.00 sen per share (1Q 2021: NIL)
Equals to pay out ratio of 40% (EPS of 7.43 sen)
Ex date – 30.06.2022
Payment date – 15.07.2022
Wow. if continue to give dividends with 40% pay-out ratio, sure super hoseh. Can achieve 10-15 cents dividends per year!!
2 months ago
I wish they reduce the investment in money market fund and give us a special dividen. Afterall, the return of money market fund is very low although it has very low risk. IMO it is better return these money to shareholders.
2 months ago
Congratulations to all who catch below 1.40...... 3 tiers of cheese cake flank...
2 months ago
Fabien _the efficient capital allocator
2015 was their record year. PAT 31.7mil. EPS 30sen and DPS 15sen (about 50% payout)
If they can maintain and do a bit better, hopefully can achieve 30sen earnings per share again matching their previous high
2 months ago
FLBHD 还有 17000m3 sales 没进帐
17000m3 * 700 usd = 11900000 usd * 4.3 = RM 51170000 sales
If gross profit is 32% = RM 16374400
2 months ago
May big rocket next incoming QR I keep for long term investment 收3 sen 股息耐心等待公司业绩大反转
2 months ago
Forecast next QR EPS IS 10 sen and above
Net cash is around 99 sen now
Good company
2 months ago
Company did some share buy back today at RM1.28 and RM1.29. A bit worried as the RM1.40 support has broken
1 month ago
Fabien _the efficient capital allocator
Currently, FLB has pending orders (until 3Q) with locked in plywood prices hovering near record high. Going into 2QFY22, we believe FLB will likely post stronger QoQ earnings on the back of (i) sustaining or slightly stronger GP margin; (ii) delayed revenue recognition from 1QFY22, and (iii) higher plywood realized price amid rising geopolitical tension.
1 month ago
Fabien _the efficient capital allocator
We raise FLB’s FV to RM 2.26 (from RM1.98), ascribing a 8.6x P/E (5Y average) on FY23 EPS of 26.6 sen as we roll over our valuation base year to FY23. We like FLB given its favourable product mix with primary exposure to the US RV market (c.50% of US sales) that commands a higher ASP. The strong USD will also benefit FLB as >95% of its sales are denominated in USD while >80% of the cost is in ringgit.
1 month ago
I am still a believer in this company....still up year to date after collecting the dividends
1 month ago
I am still collecting after getting gaji. Good dividends, better than putting money in the back.
1 month ago
balvin71....Yes I will buy more if if drops below RM1.20 but will hold whatever I have for now
1 month ago
Total share buy back to date 8.36%. Once reach 10%, possibility to get share dividend of 1 bonus share for every 10. I feel the stock is undervalued due to overall market sentiment. I will keep collecting, tak kisah the price.
1 month ago
Hi Balvin, yes I totally agree with you. Share buy backs are quite aggressive at this current level
4 weeks ago
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balvin71
Tried to pick up 1.39 this afternoon, not successful. See tomorrow.
2022-05-10 17:01