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%

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

yfchong

Another quarter to move on

2022-06-04 20:18

yfchong

Rm cash backing. Would not run out of fuel.

2022-06-05 09:47

sherlockman

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

yfchong

habis lah, let see after dividend below RM1.00 can catch boh

2022-06-22 21:38

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

captainjeremysparrow

wow, hoseh lo.. can continue to collect more.

2022-06-23 21:53

S_ken

dividen in 2 days 3sens

2022-06-27 08:36

yfchong

Below 1.2 can consider

2022-07-03 08:32

sherlockman

I am still a believer in this company....still up year to date after collecting the dividends

2022-07-03 13:40

balvin71

I am still collecting after getting gaji. Good dividends, better than putting money in the back.

2022-07-03 19:00

sherlockman

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

yfchong

1.2 is a conservative point just wait

2022-07-07 20:56

balvin71

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

sherlockman

Hi Balvin, yes I totally agree with you. Share buy backs are quite aggressive at this current level

2022-07-13 16:02

yfchong

Agree with you Balvin n sherlockman

2022-07-23 07:41

yfchong

Flb flb ada dividend lagi kah

2022-08-12 06:54

balvin71

Hopefully after results will have more dividend. :)

2022-08-16 07:43

ipohwhitecoffee

qr soon. hopefully good earnings & good div

2022-08-22 14:45

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

Shadow Fiend

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

captainjeremysparrow

waa syiok leh, good dividends again.

2022-08-22 21:15

sherlockman

great results! love this company

2022-08-23 00:03

yfchong

This year sudah pocketted 6 cts n 1 for 50 shares dividend

2022-08-23 06:54

yfchong

Not wor shpuld be 9 cts.

2022-08-23 06:55

flb8888

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

balvin71

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

Shadow Fiend

Today announced bonus issue XD

2022-08-25 20:25

Fabien _the efficient capital allocator

Bonus issue would attract more retail investors by increasing its liquidity/float



2022-08-25 20:31

ipohwhitecoffee

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

yfchong

Ok lor happi

2022-08-26 19:04

ipohwhitecoffee

Keep calm and keep holding

2022-08-30 09:42

yfchong

see can get to rm 2 boh

2022-08-31 11:07

LubeTrader

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

Icon 888

Coming soon

2 months ago

yfchong

esok dapat 3 cts....... lar

2 months ago

balvin71

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

yfchong

Maybe 1.28 can get boh

2 months ago

focusL88

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

yfchong

Bosz ada support

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

balvin71

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

Srsm Trader

hidden gem.

1 month ago

hng33

bought FL at 67sen

2 days ago

yfchong

Yum sheng

1 day ago

Fundamental Trader

YOU want to check this out.

1 day ago

stockraider

This is a good investment loh!

1 day ago

hng33

sold back at 69sen

21 hours ago

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