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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.

2014年7月5日星期六

POH HUAT



堡發(POH HUAT,7088)
堡发是一只纯家俱股,年头至今股价已升高37%,是
配合全场家俱股在外围市场转好下,重新获得投资者垂青
的股类。                                           .
业绩:
出口市场尤其是欧美市场的兴衰,对本地家倶股影晌极大,堡发亦不例外。该公司在2013财政年取 得标青业绩后,2014 财政年涨势虽已放缓,但却 没有后退,而是持平。这可从2014年上半年业绩 看出一斑。该公司在2014年上半年已取得887万令 吉净利,相等于每股8.28仙,这上半年净利略等于 去年全年净利的一半,因此,今年下半年若没有 太大变化的话,要取得和去年同样业绩,应是可 达到的目标。
估值:
以2013年每股净利及目前每股1.37令吉股价计 算,过往本益比接近9倍,和全场家倶股的平均 本益比不分上下,从这点来看,目前股价已反映 出该有的价值。更重要的是,由于2014年预测盈 利没有太大变化,因此*预测本益比亦没有太大 的更改空间,加上周息率亦和同业相去不远.,因 此,目前要吸引投资者目光以求更上一层楼’会 有不小挑战。
前最:
由于该公司的营收有近一半是来自越南,另一半则 由大马贡献》因此,不久前发生的越南反中排华 事件,会对公司前景有一定影响。越南局势目前 虽已稳定下来,但远国和中国在南中国海领土的 争端仍未终止,是这家公司前景的最大顾虑。