2016年5月16日星期一

(SuperMan 99) POH HUAT - Still benefit from strong US economy?


Author: SuperMan 99   |   Publish date: Mon, 16 May 2016, 05:47 PM 

I will not discuss in details about the background & financial status of Poh Huat in this articles as many great people had already written & shared about Poh Huat Resources & you may read all these articles here: http://klse.i3investor.com/servlets/stk/7088.jsp


Question 1: Can Poh Huat Resources benefit from the strong US economy?

Think about what are happening in US now:
1. Strong New Home Sales
2. Strong Furniture & Home Furnishing Store Sales
3. Strong Retail Sales
4. Low Unemployment Rate

My comment: No sign of slowing down in US economy based on the above reports, but some said US will crash, if not this year, it will be next year. Let's see then. However, continuous strong US economy is good news to Poh Huat.
Source: https://ycharts.com/indicators/us_furniture_and_home_furnishings_store_sales




Source: http://www.x-rates.com/average/?from=USD&to=MYR&amount=1&year=2016


Question 2: What's Next on USD?

Think about these:
1. Strong US economy => Interest Rate Hike?
2. Interest Rate Hike => Strong USD?

My comment: Sorry for I don't have answers for these as I am not an expert. Even many experts had guessed wrongly.



Question 3: What's Next on RM?

Think about these:
1. Oil price up from USD25 to USD48 => effect on RM?
2. 1MDB scandal => resolved? case closed?
3. Decreasing money supplies M3 & M1 in Malaysia => Slowing Malaysia economy?

My comment: Some said RM will go back to RM3.50, but some said No, it will go to RM4.50 instead. Sorry for I also do not have any answer.


Question 4: Poh Huat, Lii Hen & Latitude, which is better?

All should benefit if US economy continue to be strong. Please refer to Share Price Movement of the 3 stocks & decide yourself: Yahoo Stock Movement Chart since 2016



Source: http://www.tradingeconomics.com/united-states/new-home-sales


Source: http://www.tradingeconomics.com/united-states/unemployment-rate


Something interesting:

Poh Huat is the top 3 holding stocks of COLD EYED (冷眼前辈) in terms of value. Read here: Cold Eyed Portfolio


Thanks to moneySIFU for sharing: Strong US retail sales consumer sentiment data buoy US economic outlook (StarBiz) & USA House, Furniture & Employment Reports & Charts
Many information presented above are based on data extracted from the above links.

I like what moneySIFU said sometimes ago:
moneySIFU May 11, 2016 11:58 AM

Declaration & Disclaimers:
All the above are merely for sharing purposes only. I never ask you to buy Poh Huat.
If you think it is lousy, don't buy
If you think it is not true, don't buy
If you think it is misleading, don't buy
If you are not sure, don't buy

If you still insist want to buy, you must aware that I may sell my shares in Poh Huat once price has gone up.
You should make your investing decision based on your own judgement & at your own risk. I will not be responsible nor liable for your action. Good luck & Happy Investing.

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