Tuesday, May 27, 2014
Booming of Furnitures Theme
If yes, congratulations to you not only because you have earned some handsome profits but I foresee there will be more to come. Let me explain why later.
For newbie, you may wonder what are the furniture counters we are looking at. They are not a lot and complicated if compare to Plantation, Construction, Property and Technology sector.
Those I'm aware consist of LATITUD, POHUAT, LIIHEN, EUROSP, HOMERIZ, SHH. These counters share price have went up at least from 10 to 70% since January this year. The highest so far is SHH, which has just shoot up more than 80% over the past few days before it rebounded. This is scaring but let's put this counter aside first. Of course, there are 2 counters are yet to fly high but merely 10% so far. This is more or less related to the volatility of it's shares which the transaction volumes are very pity at this stage.
There the related counters on supplying plywood materials are HEVEA and FLBHD. These counters are definitely benefits a lot if the furniture countersmaking more money.
Basically the furniture business is booming since second half last year due to the demand and economy are recovering from the low peak especially the developed countries like US, Japan and Europe. Developing countries demand also rising due to brighter economy such as China, India and Indonesia. Since it is just turning from the low peak for less than a year, there will be more rally to go.
On top of that, USD appreciation against MYD also boost up the earning indirectly. In addition, most of these companies are running very low PE ratio. Thus, they are really inexpensive and low risk to invest at this stage although some of them have went up a lot. Furthermore, news started to flow out that some companies / leaders have started to expand their capacity in order to boost up the existing revenue.
I'm very confidence that these companies will be continuing to rack in more profit at least in the coming 2 to 3 quarters. Perhaps these counters near future prospects are even better than the property counters, as you can see property sector index has went up a lot.
Of course, there are some risks to consider as below:
1. Weakening demand from Japan, Europe and US.
2. Strengthening of MYD currency against USD and local factory currency i.e. DONG / BATH.
3. Significant rising of plywood cost as furniture main materials.
3. Re-occurring of Vietnam riots that affecting those have factories / operations in Vietnam.
4. Instability of Thailand politics that may affecting those have factories / operations in Thailand.
5. KLSE facing downtrend or correction.
Well, if want to list down all the risks, they are too much to go. But let's look at property sector, after some many negative news, those undervalue counters still went up steadily.
Well, It's a challenge now to make money from KLSE at this high index period even though you still see a lot people are making a lot of money. All we need to do is to play safe and invest every penny carefully. Therefore, I've swapped part of my plantation shares to invest in 1 of the counters above today. Not a lot but just trying to make some coffee money. :)
All the best!
周二，2014年5月27日
蓬勃发展的家具主题
您最近投资的任何家具业务相关的计数器？
如果是的话，恭喜你，不仅因为你已经赢得了一些丰厚的利润，但我预计会有更多的惊喜。我为什么在后面解释。
对于新手，你可能不知道什么是家具专柜，我们正在寻找。他们是不是很多且复杂，如果比较种植，建筑，物业及科技业。
那些我知道包括LATITUD，POHUAT，LIIHEN，EUROSP，HOMERIZ，SHH的。这些计数器股价已上升至少10〜70％，自今年一月。最高到目前为止SHH，刚刚拍摄了超过80％，比之前的反弹，过去几天。这是吓唬但让我们把这个计数器先放在一边。当然，也有2个计数器都还没有飞得高，而仅仅10％为止。这或多或少涉及到它的股份的交易量都非常可惜在这个阶段的波动。
那里提供胶合板材料相关的计数器是HEVEA和FLBHD。这些计数器绝对受益匪浅如果家具柜赚更多的钱。
基本上，家具生意，去年以来蓬勃发展的下半年，由于需求与经济是从低峰特别是发达国家如美国，日本和欧洲的复苏。发展中国家的需求也因经济的光明，如中国，印度和印度尼西亚上升。因为它是刚刚从低峰转了不到一年，将有更多的反弹行情中去。
最重要的是，MYD兑美元升值也推高盈利是间接的。此外，这些公司大多数都运行得很低本益比。因此，他们是真正的便宜和低风险在这个阶段进行投资，尽管他们中的一些已经上升了很多。此外，消息都流出来了，有些公司/领导人已经开始扩大其产能，以提高了现有的收入。
我很自信，这些公司将继续在机架更多的利润至少在未来2至3个季度。也许不久的未来前景这些计数器甚至比地产股好，因为你可以看到房地产行业指数已经上涨了很多。
当然，也有一些风险需要考虑如下：
1，弱化来自日本，欧洲和美国的需求。
2，加强MYD货币兑美元和当地货币的工厂即越盾/浴。
3，重大上涨的成本胶合板家具的主要材料。
3，重新越南发生的骚乱，影响那些在越南的工厂/业务。
4，可能会影响这些泰国政治的不稳定性在泰国的工厂/业务。
5。KLSE面临下行趋势或更正。
那么，如果想列出了所有的风险，他们过多地去。但是，让我们看看地产股方面，经过一番许多负面新闻，那些价值低估专柜仍然稳中有升。
嗯，这是一个挑战，现在赚钱从KLSE在这个高指数时期，即使你仍然可以看到很多人都赚了很多钱。所有我们需要做的是为了稳妥起见，小心投资的每一分钱。因此，我已经换了我种植股部分1计数器的投资高于今天。不是很多，但只是试图让一些咖啡的钱。 :)
一切顺利！
没有评论:
发表评论