FOCUS LUMBER BERHAD
KLSE (MYR): FLBHD (5197)
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Last Price
0.695
Today's Change
+0.005 (0.72%)
Day's Change
0.68 - 0.695
Trading Volume
133,600
Overview
Market Cap
159 Million
NOSH
229 Million
Avg Volume (4 weeks)
202,811
4 Weeks Range
0.63 - 0.70
4 Weeks Price Volatility (%)
92.86%
52 Weeks Range
0.63 - 1.68
52 Weeks Price Volatility (%)
6.19%
Previous Close
0.695
Open
0.69
Bid
0.695 x 7,300
Ask
0.695 x 87,000
Day's Range
0.68 - 0.695
Trading Volume
133,600
Financial Highlight
Latest Quarter | Ann. Date
30-Sep-2022 [#3] | 29-Nov-2022
Next QR | Est. Ann. Date
31-Dec-2022 | 21-Feb-2023
T4Q P/E | EY
3.77 | 26.54%
T4Q DY | Payout %
10.37% | 39.08%
T4Q NAPS | P/NAPS
0.83 | 0.83
T4Q NP Margin | ROE
23.23% | 22.09%
Market Buzz
2022-11-30
2022-11-30
2022-11-29
6.34%News and Blogs
Company Profile
Sector: INDUSTRIAL PRODUCTS & SERVICES
Sector: INDUSTRIAL PRODUCTS & SERVICES
Subsector: WOOD & WOOD PRODUCTS
Subsector: WOOD & WOOD PRODUCTS
Description:
Focus Lumber Bhd operates as an investment holding company, which engages in the manufacturing and sale of plywood, veneer and laminated veneer lumber. It operates through the Manufacturing and Electricity segments. The manufacturing segment engages in the business of manufacturing and sale of plywood, veneer, and laminated veneer lumber. The Electricity segment engages in the business of generation and sale of electricity. The geographical location of customers in Canada, Hong Kong, People's Republic of China, India, Korea, Republic of the Marshall Islands, Japan, Taiwan, Thailand, and the USA. The firm generates most of its revenues from the Manufacturing segment.
Discussions
17 people like this. Showing 50 of 10,141 comments
Company did some share buy back today at RM1.28 and RM1.29. A bit worried as the RM1.40 support has broken
2022-06-14 01:43
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.
2022-06-23 17:48
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.
2022-06-23 17:50
I am still a believer in this company....still up year to date after collecting the dividends
2022-07-03 13:40
I am still collecting after getting gaji. Good dividends, better than putting money in the back.
2022-07-03 19:00
balvin71....Yes I will buy more if if drops below RM1.20 but will hold whatever I have for now
2022-07-04 12:09
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.
2022-07-11 12:36
Hi Balvin, yes I totally agree with you. Share buy backs are quite aggressive at this current level
2022-07-13 16:02
Fabien _the efficient capital allocator
Not too shabby. Above 10mil quarterly profit.
2022-08-22 18:10
Fabien _the efficient capital allocator
This company is amazing cash flow machine. Operating CF a whopping RM43.7mil against net profit RM18mil. 2.34 times of earnings
Churning abundant of cash...
2022-08-22 18:13
Agreed, cash surged to RM1.09/share.
If we buy now at RM1.41 means we are using RM0.32/share to buy a business that able to generate annual EPS of RM0.27/share (assume annual PAT of RM30mil).
Amazing cheap and we haven't take into account of the generous dividends yet.
2022-08-22 21:10
Stock price should be more than RM3.00. Dividend 3 sen every quarter equals >8% pa. Great management. Share dividend is an added bonus. So much cash can now do even more buybacks.
2022-08-23 09:39
Since December last year, we have gotten lots of dividend. In Dec 2021 got 0.05, In April & July we got 0.03 in each month. Now in Sept, we will be getting another 0.03 and share dividend of 2%.
Total cash dividend will be 0.14 and if current price of FLBHD is 1.40, the share dividend is worth 0.028. Total dividend from Dec 2021 to Sept 2022 is RM0.168. Based on price of 1.40, the dividend yield is about 12%.
I have held this stock for years, they have always been good to minority shareholders with good dividends. Much better than putting money in the bank.
2022-08-25 10:25
Fabien _the efficient capital allocator
Bonus issue would attract more retail investors by increasing its liquidity/float
2022-08-25 20:31
Great news. Good Earnings, High Dividend yield, 1:50 Share Dividends and 1 to 1 Bonus Issue.
Good to hold on long term and collect on weakness.
2022-08-25 20:54
Let's not get ahead of ourselves with whatever FV or astronomical TP set by analyst. Agree to collect on weakness for the time being.
2022-09-02 10:32
Not only dividend of 3 sen, also share dividend valued at another 3 sen. (Yesterday close 1.50 x 2% (1 free for every 50). Total 6 sen.
2 months ago
Management should have increased the size of the share dividend and then use the capacity to do a more aggressive share buyback.
1 month ago
Fabien _the efficient capital allocator
Hong Leong is the only broker coverage on FLB. Based on their June report, they predicted FLB EPS 26.3sen for FY22 and 26.6sen for FY23. 6 months FY22 EPS almost 18sen. Surely 8sen for remaining 2 quarters are more than achievable. They already have pending orders to fulfill. Strong USD will benefits them substantially as 95% of their sales in USD while 80% of their costs in RM. Why need to rush and queuing to buy USD at money exchange when it is a better bet to place your money with FLB?
1 month ago
FLBHD doing so well. Strong Net Cash Inflow. Trading at a discount below NTA. Zero debt. Rewards minority shareholders with consistent good dividends. Now bonus issue coming. If wasn't because of market sentiments, this stock should have set a all time record high. Am still buying.
1 month ago
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