马币再一次硬起来的冲击之家私股续集 Part II - bluefun

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家私股有双 L 之称的 Lihen & Latitud 都于上星期与今天公布了 Dec'17 的季度业绩。
 
蒙受原料成本的上扬与外汇亏损的压力,都造成了税前净利滑落, Gross margin,PBT margin & EPS 下跌。
 
基于前两年马币的衰落已经让家私股发大财,手上现金可多,公司也一直慷慨的发放股息与股东们一起分享盈利。
 
就让我们来看看家私股公司最新公布季度业绩的数据:
 
FOREX impact (latest FY cumulative VS prior FY cumulative)

(1) Homeriz - (0.3m) VS 1.0m (30/11/17 vs 30/11/16)
(2) Hevea - (1.6m) VS 1.1m (30/9/17 vs 30/9/16)
(3) Latitud - (3.8m) VS 8.0m (31/12/17 vs 31/12/16)
(4) Lihen - (7.9m) VS (0.7m) (31/12/17 vs 31/12/16)
(5) Jaycorp - 0.6m VS 0.4m (31/10/17 vs 31/10/16)
(6) Pohuat - (2.5m) VS (3.5m) (31/10/17 vs 31/10/16)

() = loss
+ = gain

 

Net profit margin:(latest year FQ vs prior year FQ)

(1) Homeriz - 14.29% VS 20.24% (30/11/17 vs 30/11/16)
(2) Hevea - 6.07% VS 13.55% (30/9/17 vs 30/9/16)
(3) Latitud - 3.90% VS 15.28% (31/12/17 vs 31/12/16)
(4) Lihen - 8.28% VS 11.16% (31/12/17 vs 31/12/16)
(5) Jaycorp - 8.44% VS 8.34% (31/10/17 vs 31/10/16)
(6) Pohuat - 10.65% VS 12.50% (31/10/17 vs 31/10/16)

 
 
Furniture stock(share price 20/12/2017 VS 22/01/2018 VS 26/02/2017 )
(1) Homeriz - 0.910 to 0.875 to 0.770
(2) Hevea - 1.180 to 1.060 to 0.920
(3) Latitud - 4.470 to 4.170 to 4.050
(4) Lihen - 3.570 to 3.250 to 3.140
(5) Jaycorp - 1.400 to 1.300 to 1.250
(6) Pohuat - 1.750 to 1.540 (RM0.01 dividend at 27/12/17) to 1.540

 
Changes share price in %:
(1) Homeriz - (4%) & (12%)
(2) Hevea - (10%) & (13%)
(3) Latitud - (7%) & (3%)
(4) Lihen - (9%) & (3%)
(5) Jaycorp - (7%) & (4%)
(6) Pohuat - (11%) & (-)

 
利好:
(1) 美國与欧洲經濟的好轉,家私需求量大增
(2) 天災,哈維
(3) 日本2020 东京奥运会

利空:
(1) 原料价格上漲,成本上扬
(2) 缺乏員工,外勞荒,外勞人头税
(3) 馬幣轉強,forex exchange loss risk

 
《马币再一次硬起来的冲击之家私股续集》
@https://www.facebook.com/bluefun696/posts/538580899868328

 
 
也许在经历一场严峻的挑战之后,越挫愈强,拓展业务至海外,提高良好的家私品质以提高税前盈利率,再度华丽转身,化腐朽为神奇,化奇葩为精品。
 
今天的下滑是为了明天再度的攀爬
 
跌倒并不可怕,恐怖的是缺乏再度爬起来的勇气去面对
 
一起加油,我的朋友还有家私股
 
我们的人生何尝不是呢??面对磨难,面对挑战,一定要挺胸抱着十足信心去跨越它。
 
 
一旦走过了,跨越了,那就是所谓的经一事,长一智,茁壮地成长。
人生没有跨不过的坑,只有不努力去尝试就放弃的心。
 
拨开云雾见蓝天,蓝天已过万重山
雄关漫道真如铁,而今迈步从头越
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” - William Arthur Ward
“If you want to have a better performance than the crowd, you must do things differently than the crowd.”- John Templeton
 
在投资路上积极播种中细心呵护的果农
26.02.2018

 
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P/S: This article is just for education & discussion purpose,this is not a buy call, sell call or hold call. Please trade at your own risk。
 
 

 

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