【HEVEA 5095 交流专区】 亿维雅

keith2you

怎么回事啊，股东又在卖票，又跌不停。。小股民不就死完算了

zhichan

搞什么的，一直跌跌不休

哭哭鸟

1.18进场,天公波比波比..

哭哭鸟

Daily technical highlights – Interest brewing on furniture counters
Publish date: Wed, 17 Feb 2016
http://klse.i3investor.com/blogs/kenangaresearch/
      


HEVEA (Not Rated). HEVEA enjoyed a strong rally since Dec-2014, with its share price gaining more than 350% over a 13-month period to the recent high of RM1.79 (5th Jan 2016). Nevertheless, the stock bore the brunt of the last month’s sell-off, having retreated by as much as 68.0 sen (38%) from its RM1.79 high to an intraday low of RM1.16 last Thursday. Yesterday, HEVEA rose 8.0 sen (6.7%) to RM1.27. In a very similar chart pattern, the share price appears to have bottomed out at a solid horizontal support level (RM1.11-RM1.15), and is poised for a rebound. Technically, the Stochastic indicator has also hooked up from oversold level to reflect bottom fishing activities. From here, it is expected that the share price to move higher to retest the 100-day SMA at RM1.40 (R1). Should this level be taken out, the next resistance would be RM1.79 (R2). Immediate support levels are RM1.15 (S1) and RM1.00 (S2).

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多空一线：亿维雅上挑RM1.43
财经 股市 多空一线  2016-02-18 11:59
http://www.nanyang.com/node/748652?tid=704

周三，区域股市的交投走势，呈现一段反转趋势，马股同步回落，划出一个利淡的横摆格局，重量级蓝筹股继续主导大市走势。

富时隆综指划出一段巩固回调的交投走势，于1665点水平线下取得技术支撑，以1664.32点报收，按日下跌0.67点，或0.04%，综指30只成分股处于横摆中。

亿维雅（HEVEA，5095，主板工业产品股）于闭市时反弹，收于1.33令吉，按日起6仙或4.72%。

亿维雅的日线图表的交投趋势，继续突破短期顶头阻力线（B1:B2）。

它的日线平滑异同移动均线指标（MACD）的交投走势，已告处于持续上升趋势。

它处于“0”支撑线上波动，后市交投走势料会出现回试下限支持线的支撑。

亿维雅的日线图表走势于回试后，或会显现反弹走势，料会上挑1.34至1.43令吉的阻力位。

免责声明
本文纯属技术面分析，仅供参考，并非推荐购买。投资前请咨询专业金融师。



敏源 技术分析教父

哭哭鸟

天公波比波比,继续冲..

哭哭鸟

HEVEA : How the Minority Shareholders Are Oppressed (Part 1)
Author: robertl   |   Publish date: Thu, 18 Feb 2016, 02:40 PM
http://klse.i3investor.com/blogs/heveatimetoalight/90090.jsp

哭哭鸟

1.43了....

cheeweey

哭哭鸟 发表于 18-2-2016 02:00 PM
天公波比波比,继续冲..

哭哭鸟，你买很多噢？

哭哭鸟

cheeweey 发表于 19-2-2016 04:44 PM
哭哭鸟，你买很多噢？

还好而已,开心是因为才买几天就纸上盈利21.186%

cheeweey

那天我也想买，可是还没子弹它就冲了

哭哭鸟

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2015	31 Dec 2014	31 Dec 2015	31 Dec 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	151,019	115,106	502,600	422,355
2	Profit/(loss) before tax	30,295	9,031	82,787	32,081
3	Profit/(loss) for the period	25,693	8,611	73,827	30,176
4	Profit/(loss) attributable to ordinary equity holders of the parent	25,693	8,611	73,827	30,176
5	Basic earnings/(loss) per share (Subunit)	6.27	2.26	18.01	7.93
6	Proposed/Declared dividend per share (Subunit)	0.75	0.37	1.75	0.37
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.8400		0.7100

Remarks :

The comparatives of Basic Earnings Per Share (EPS), declared dividend per share and Net Assets Per Share (NA) have been computed/restated to account for the subdivision of every existing one (1) ordinary share of RM1.00 each into four (4) ordinary shares of RM0.25 each (share split) which was completed on 24 July 2015.

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EX-date	08 Mar 2016
Entitlement date	10 Mar 2016
Entitlement time	04:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Single-Tier Third Interim Dividend of 0.75 sen per ordinary share of RM0.25 each (post-split) in respect of the financial year ended 31 December 2015.
Period of interest payment	to
Financial Year End	31 Dec 2015
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	BINA MANAGEMENT (M) SDN. BHD.Lot 10, The Highway CentreJalan 51/20546050 Petaling JayaSelangor Darul EhsanTel:03-77843922Fax:03-77841988
Payment date	08 Apr 2016
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	10 Mar 2016
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.0075
Par Value	Malaysian Ringgit (MYR) 0.250

哭哭鸟

今晚睡不着了.....

哭哭鸟

【亿雅无声的反击】- HEVEA(5095)的业绩盈利突破新高，EPS 6.27, 派发0.75仙股息。
Wednesday, February 24, 2016   
http://harryteo.blogspot.my/2016/02/1122-hevea5095eps-627-075.html

去年非常火热的HEVEA在今天公布了它们的季度报告，业绩以及盈利再次来到了历史新高。营业额RM151mil，而净利则是25.693mil。相比14年同期，营业额以及净利分别上涨了31%以及188%。由于股家在一月面临调整，现在的PE是8.43,跟去年12月31日的RM1.62相比，足足下跌了22仙。

从上图我们可以看到盈利走高归功于Higher value added product以及美金走高。此外，由于主要债务是美金，所以公司全年面临9.28 mil的unrealised外汇亏损。幸亏公司极力优良化产线，得以减低成本以拉高Profit Margin。大家可以看到Profit Margin从2014年的7.2%进步到今年的14.7%。

以上我们可以看到这个季度HEVEA又多了1.7mil左右的外汇亏损。全年的外汇亏损6.433 - 9.281 = 2.848 mil左右。虽然是unrealized losses, 不过accounting policy 定义这也要include进季度报告。假设马币上涨, HEVEA 就会有UNREALIZED FOREX GAIN, 所以HEVEA 不管马币起跌都有得赚。

为什么题目会叫无声的反击, 因为hevea受到了Robert大大的影响, 公司在做出了一次解释后就不再回应。现在盈利出色, 相信很多人都等着MR.R的攻势。


魔法师Harryt30
20.55p.m.
2016.02.24

哭哭鸟

億維雅 獲利連續4季優預期
2016年2月25日 買進券商心頭好
http://www.chinapress.com.my/20160225/億維雅-獲利連續4季優預期/

券商 ：聯昌證券研究
目標價：2.02令吉

億維雅（HEVEA，5095，主要板工業）獲利已連續4個季度優于預期，2016財年資本開銷低，預計每股淨現金可在2018財年，從2015財年17仙勁升至75仙，未來派息仍有增長空間。

美元走挺及家具部門表現標青，造就上財年強勁業績，家具部門末季獲利按年增1.38倍，同時在日本需求旺季下收入增加43%，其他業務亦獲不錯增長。

派息有望增加

該公司全年派息1.75仙亦高于預期，截至去年末季，每股淨現金達17仙，季度派息有望增加，加上本財年開始資本開銷極少，保守估計仍可維持17%至25%派息率。

我們預計，該公司每股淨現金仍有望再增加，2015財年為17仙，相信會在2018財年提高至75仙，比現有市值多出50%，這意味著未來派息率仍有空間增值。

該公司今年2月中開始股票回購計劃，已以平均1.19令吉回購18萬股，佔股本0.05%，不過對投資者是個很正面的訊息。

根據估算，目前億維雅估值仍遭低估，2016財年至2018財年預估是以1美元兌4令吉為准，令吉在此水平每走軟1%，每股盈利將升值7.5%，仍具充裕升值空間。

哭哭鸟

HEVEABOARD-AMAZING RESULTS AFTER THE STORM
WRITTEN BY KHJIANINVESTING
FEBRUARY 24, 2016
https://khjianinvesting.wordpress.com/2016/02/24/heveaboard-amazing-results-after-the-storm/

Just today, Heveaboard (5095) had released its 2014 Q4 report. With a whopping 188% gain over its preceding counter, this counter is definitely noteworthy.
Hevea 2015 Q4 reportA net profit increase of 188%, this sets Hevea’s EPS to 6.27 for the current quarter.

As the quarter report is reflective up till December 2015, this shows the period during the strengthening of USD against MYR. At the time of writing, USD is 4.22 against the MYR. This will further benefit HEVEA in its coming quarter report due to the high USD. (Note 1)


6 months trend for HEVEAAbout a month ago, HEVEA had a controversy which had led to its stock losing more than 40% to a low of RM1.1. However, it had since rebounded to its current level of RM 1.4. I believe that this is still a panic sell by many of the investors. I highly doubt that the company’s earnings would be affected due to the scandal.

Having that said, I think that this is a great time to collect some HEVEA shares due to the weak sentiment of many of the investors.

Why? Following its 3rd and 4th Quarter EPS of 6.27 cents and 4.63 cents respectively, the fair value of HEVEA should be around the RM 1.83 level. However, I am still being slightly conservative as the strong USD will further push HEVEA’s EPS to higher levels.

At the current time of writing, I am owning shares of HEVEA.

Disclaimer: This is NOT a recommendation to BUY or SELL. If you wish to do so, trade at YOUR OWN RISK.

哭哭鸟

HEVEA (Not Rated). Yesterday, HEVEA released its FY15 report card, which showed a 144.6% jump in earnings. Earlier last week, we highlighted HEVEA at RM1.27 when the share price was in the midst of staging a technical rebound from its horizontal support level (See report dated 17-Feb). The share price had since performed well, having risen to as high as RM1.51 (+18.9%) before encountering some profit taking activities at the 50-day SMA. Yesterday, the share price closed at RM1.40, down by 2.0 sen (-1.4%) for the day. Trading volume has dissipated over the past few days while the momentum indicators have begun to flatten out. Hence, we think it best that traders look to take profit on any strength between current levels and the overhead resistance at RM1.51 (R1). For this stock, further resistance is located at RM1.79 (R2) and downside support levels are RM1.15 (S1) and RM1.00 (S2).
        
Source: Kenanga Research - 25 Feb 2016

哭哭鸟

Moronic Market Action by HEVEABOARD (Part 3)
Author: JhoLow   |   Publish date: Thu, 25 Feb 2016, 05:28 PM
http://klse.i3investor.com/blogs/trendreversed/91196.jsp

The second reason prompting any public company buying back its own shares is the high level of cash in hand with no immediate deployment plan. Buying back one's own shares with excess cash in hand will reduce the amount of issued shares in circulation, thereby enhancing EPS, Dividend Yield and even NTA of the company if those shares so purchased from the open market are later cancelled.

As shown by the rapid repayment of Heveaboard's huge debts in the last few years which were incurred during the stewardship of Yoong Tein Seng aka Tenson Yoong as the then Group MD, the rate of cash generation was aided immensely by the sliding Ringgit in 2015 and better margins enjoyed owing to the record low input costs of raw material like rubber tree residuals and adhesive chemicals.

However fast it may have been but still, Heveaboard is only expected to fully repay the last instalment of around RM23m debt to its creditors and banks in June 2016 at the earliest. As a matter of fact, the current Group MD once told his diehard bank-based analyst (name omitted to avoid embarrassment as he has called a high target price of HEVEA at RM 2.00 a share, which had dropped some 36% todate to RM 1.16 instead) that he is looking to renegotiate with the creditors and banks to defer the repayment to another quarter as he "likes the cheap interest rate......"

Tenson Yoong is noted to be an aggressive businessman with his dare-all strategy. Of course, he learnt a painful lesson in the last Heveaboard near-oblivion debacle of 2008 which plunged HEVEA shares price to 7 sen a share at the lowest.  And he paid with his own health as well when he sustained a stroke not long after the debacle and wheelchaired until today.

Fast forward to present day, his successor is his only son as the Group MD now. The young Group MD is now toying with the idea to postpone an extra quarter in writing the last repayment cheque of RM23m.....

I have no idea why he "likes the cheap interest rate", but I am wary of the old saying of "Like father like son" and investors should not be the guinea-pig for another roller-coaster ride.

This bring us to finding the rationale of Heveaboard buying back its own shares. The million dollar question to ask now is does Heveaboard has the high level of cash in hand to embark on the Shares Buyback Scheme?

I don't think so, given aforesaid procrastination of writing the last cheque of RM23m to creditors and bankers. A more likelihood scenario may be that the Board is nibbling some picayune amount of shares as a show piece amid the plunging HEVEA shares price.

The third reason prompting any public company buying back its own shares is the need to maintain a certain level of its shares price due to the issuance of financial derivatives or debt papers that are still in circulation.

At the moment Heveaboard does not has any such derivative in circulation.

In summary, I have deduced 3 out of the 4 possibilities that would have given credence to Heveaboard invoking the Shares Buyback Scheme, and they are all in negation.

The real reason then must be the 4th factor. And possibly as tipped by an insider, the X factor.

哭哭鸟

HEVEA MD and the Goreng Exercise (Part 2) 亿维雅炒股内幕（第二集）
Author: robertl   |   Publish date: Tue, 1 Mar 2016, 04:23 PM
http://klse.i3investor.com/blogs/heveatimetoalight/90499.jsp