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【LIIHEN 7089 交流专区】利兴工业

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发表于 27-5-2014 05:04 AM | 显示全部楼层

Type
Announcement
Subject
OTHERS
Description
Fire Incident (3 April 2014)
As follow up to the announcements made on 4 April 2014 and 7 April 2014 pertaining to the fire incident on 3 April 2014 night at the premises of Lii Hen Furniture Sdn Bhd ("LHF") at Plo 43, Bukit Pasir Industrial Area, 84300 Muar, Johor Darul Takzim, the Board of Directors of Lii Hen Industries Bhd ("the Company") wishes to announce that LHF has by today received a letter from the Adjuster, Maphilindo International Sdn. Bhd. informing that the insurers are prepared to offer a sum of RM1.80 million being interim payment for LHF's fire damage claim.

The final outcome of LHF's claim is pending finalisation in due course.

The Board of Directors of the Company will continue to update on material developments for the above incident.


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发表于 14-6-2014 05:36 PM | 显示全部楼层
利兴火患料亏630万

财经新闻 财经  2014-06-14 14:26
(吉隆坡13日讯)利兴工业(LIIHEN,7089,主板消费产品股)早前火灾的损失估计达630万令吉。

利兴工业从柔佛消防和救援部门总行接获信函,指4月初麻坡厂房的火患属于意外。

该公司通过文告表示,火灾所引起的损失估计达630万令吉,其中包括存货亏损、厂房、机械和其他设备的修复成本。

利兴工业在这起火患中的损失赔偿结果已在评估的最后阶段。同时,公司亦已正式收到早前所公布的180万令吉首批损失赔偿。【南洋网财经】

LII HEN INDUSTRIES BHD.

Type
Announcement
Subject
OTHERS
Description
Fire Incident (3 April 2014)
As follow up to the announcements made on 4 April 2014, 7 April 2014 and 26 May 2014 pertaining to the fire incident on 3 April 2014 night at the premises of Lii Hen Furniture Sdn Bhd ("LHF") situated at Plo 43, Bukit Pasir Industrial Area, 84300 Muar, Johor Darul Takzim, the Board of Directors of Lii Hen Industries Bhd ("the Company") wishes to announce that LHF has received a letter from the Ibu Pejabat, Jabatan Bomba Dan Penyelamat Malaysia of Negeri Johor ("the Jabatan") confirming that the said incident is an accidental fire, as stated in the Report on Cause of Fire (LPK 1) issued by the Jabatan.

The estimated loss arising from the said fire is about RM6.30 million that comprises of loss on inventories and restoration costs on factory buildings, plant, machinery and other equipment.

The outcome of LHF's fire damage claim is in the final stage of finalisation and the first interim payment for fire damage claim of RM1.80 million as announced on 26 May 2014 has been duly received by LHF.

The Board of Directors of the Company will continue to update on material developments for the above incident
本帖最后由 icy97 于 15-6-2014 12:52 AM 编辑

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发表于 30-6-2014 09:57 AM | 显示全部楼层
Liihen 7089 RM2.46 进场,未来丰衣足食。
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发表于 30-6-2014 01:27 PM | 显示全部楼层
kongsenger 发表于 30-6-2014 09:57 AM
Liihen 7089 RM2.46 进场,未来丰衣足食。

大哥,有什么消息吗??
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发表于 30-6-2014 03:45 PM | 显示全部楼层
dada112 发表于 30-6-2014 01:27 PM
大哥,有什么消息吗??

Liihen 7089 RM2.46 进场,未来丰衣足食。
1)公司于5月的Q1 2014 业绩很好,赚了 825万,Eps=13。76sen   ,nta=rm2.53
若下来Q2,Q3,Q4都有600万(EPS=10SEN),则全年可赚2625万(EPS=43.76SEN)
现RM2.46只是PE=5.6 在交易,明显被低估了,合理的PE=8,价位=RM3.50
2)公司为每季派息,Q1己派送4SEN和23-7-2014分3.5SEN,若Q2,Q3.Q4也有
3.5 SEN,全年共18SEN,现RM2.46 算,DY高达 7.3%,是很好的收息股.
3)LIIHEN 的债务才2600万,公司有CASH 5883万,相等于每股98SEN
为一支净现金公司.
4)取自射手座兄的分享,a)今年会有产业重估喔,30英亩的土地,
有接近21英亩是租赁地契,接近8英亩是永久地契.
b)利兴所拥的子公司-利兴种植。(拥有72%).
30年+30年15,000英亩的森林+橡胶开发权,股数只有6千万,相信3~5年后,
现在这样的股价难以“负荷”EPS的增长。
5)30大股东已持有65.6%(39360张),市场流通量只有20640张
6)一般上大股东最乐于在公司净利好时进行,如红股,拆细或派特别股息等,值
得期待。
7)公司的赚副有11.6%,同行中算是标青的。(取Q1 之 2014年业绩算出).
8)过去10年,2003至2013年财政年,每年赚钱,基本因素好,美元汇率走高对净利表现有
利,随着美
国QE在年底结束,资金回流,美元的走势是强稳的,这对公司是利好。
9)家私股中,论股息,管理,竞争优势,赚副,资产,股东回报率(ROE=12.3),诚信度,
成长前景
,风险性等因素,LIIHEN 绝对是投资者的首选股,公司的潜在价值好,将会是一只黑马股。
10)以上都是股价上升之催化剂,个人推算与整理,进出自负。





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发表于 30-6-2014 03:55 PM | 显示全部楼层
kongsenger 发表于 30-6-2014 03:45 PM
Liihen 7089 RM2.46 进场,未来丰衣足食。
1)公司于5月的Q1 2014 业绩很好,赚了 825万,Eps=13 ...

谢谢大大的分享~
第10.......啊哈哈
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发表于 1-7-2014 01:45 AM | 显示全部楼层
飆至10年最高 利興工業全日漲24仙

財經股市30 Jun 2014 23:00
(吉隆坡30日訊)利興工業(LIIHEN,7089,主要板消費)股項在無特別企業消息催化下勁揚,最高曾站2.55令吉,閉市站10年最高水平,為今日漲幅最高股項之一。

今早開市時,利興工業僅揚3仙至2.28令吉水平,儘管近期沒有特別利好及企業活動,該股今日仍節節看漲,休市時交投量雖不高,僅37萬8700股,漲幅卻擴大至19仙,掛2.44令吉,午盤則持續企高位,閉市時漲24仙,掛2.49令吉,成交量45萬6700股,為2004年10月以來閉市最高,同時是今日馬股十大上升股之一。

利興工業盤中股價亦一度站2.55令吉,該水平為2004年9月30日以來最高水平。

該公司早前向馬證交所報備今年4月廠房火患進展,共損失630萬令吉,此外近期並無特別企業消息,股息亦在本月13日除權、17日過戶。【中国报财经】
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发表于 1-7-2014 03:48 AM | 显示全部楼层
kongsenger 发表于 30-6-2014 03:45 PM
Liihen 7089 RM2.46 进场,未来丰衣足食。
1)公司于5月的Q1 2014 业绩很好,赚了 825万,Eps=13 ...

老板,我进了些了~嘿嘿


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发表于 2-7-2014 04:37 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Fire Incident ( 3 April 2014)
As follow up to the announcements made on 4 April 2014, 7 April 2014, 26 May 2014 and 13 June 2014 pertaining to the fire incident on 3 April 2014 night at the premises of Lii Hen Furniture Sdn Bhd ("LHF") situated at Plo 43, Bukit Pasir Industrial Area, 84300 Muar, Johor Darul Takzim, the Board of Directors of Lii Hen Industries Bhd wishes to announce that the following claims amounting to RM6,202,224 have been agreed and confirmed:

Items

Net carrying amounts (RM)

Claim amounts agreed (RM)
Buildings1,799,6313,266,143
Plant, machinery and other
equipment

749,552

1,980,044
Inventories
1,138,230

956,037

Total

6,202,224

whereas the net claim receivable is RM4,248,507 after deduction of salvage value of RM153,717 and the interim payment of RM1.80 million that was received by LHF in June 2014.

Hence, as to-date, there remains an outstanding claim on the consequential loss that is pending finalisation.

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发表于 2-7-2014 05:28 PM | 显示全部楼层
dada112 发表于 1-7-2014 03:48 AM
老板,我进了些了~嘿嘿

很好,谢谢支持,等丰衣足食,
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发表于 2-7-2014 05:28 PM | 显示全部楼层
重新看liihen的现况---
主要是信心问题,就如之前invest 兄所言,网上的流言,搅乱与胡言的成份多,目的是给投资者对公司失去信心.
我也是那么認为,但清者自清,从公司这几年的专业生产,大方派息,资本也增值,最近更获得保险金(之前火灾),
说明公司是透明与遵守法律的,管理层也求上进,把公司业绩再造高峰,只要更多的投资人发现liihen
的价值,对公司有了信心,就是价位飞龙再天了.期待这一天的到来.
我享受公司3个月的股息,可观的现金流,并有资本升值机会.太好了
公司没有订单问题,只因-- Liihen约 83%产品出口到美国--a)美国的财富藏于民间,有3分之2的经济增長来自于消费领域。
b)美国人号称是全球最浪费的民族。
c)美国为全球最大的进口市塲。
d)区区傢俬算是小儿科,旧了就换新的,没什么的,因此任何时期傢俬都有不错的销量。

本帖最后由 kongsenger 于 2-7-2014 05:50 PM 编辑

001 (1).jpg
liihen.jpg
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发表于 3-7-2014 05:56 PM | 显示全部楼层
liihen 会发红股吗?

2004年至2014年,10年的时间己使liihen变得更强大,美丽的资产负债表,
長期欠债才1179万,有5883万的现金,约每股98sen的现金,
公司股票数量6000万股,由每股一元面值组成,股本为6000万,
从公司的财政看,发2送1红股是在能力内,因公司多年没增加股数了,
为了報答股东与加强股票流量,发红股机率大,就看大股东要不要,
我是进来当收股息与资本升值,我想伩市场上的票不到2万張,当更多人发现
liihen提供的投资机会时,真的是越買越高,趁现在低,早点进货,等待丰衣足食,
保守估计红股时,价位可达rm3.50 (全年14sen股息算,dy=4%)
个人推算,进出自负.
图表取自射手座兄
本帖最后由 icy97 于 3-7-2014 06:18 PM 编辑

Liihen-amended-3.png
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发表于 4-7-2014 06:01 PM | 显示全部楼层
liihen 的乐观走势---
24/02/14 价位=rm 1.88 之后盤整近3个月.
20/05/14 价位=rm 1.75 . 股价依然健稳.
21/05/14 价位=rm 1.80  ,开始反弹上升之旅,
至今 04/07/14 价位=rm 2.50  .長期走势依然完美,
个人把目标订在rm 3.50

4月保险收424万.第二季只要赚
576万.则有
1000万,Eps=16.6sen . 那么Q1+Q2=30.3sen  假如Q3.Q4有10sen.
全年就有eps=50.3sen(3018万) .现rm2.50只是pe=4.97在交易.真是吸引人的价位!
rm 3.50 liihen pe=6.95
产品占8成多出口至美国,受益于a)强势美元. b)美国经济向好,人民消费意愿提高。
c)新建房屋回升。冷眼大师的投资组合中,都是选具有稳定派息和业务成长的公司,
liihen具备了这些条件,从大师持有许多Latitud,Pohuat,Hevea 的股票,莫非看到
家私股未来几年的前景好。因此出口导向为主的公司,在往后几年会是抗跌性强的
股项。有很好资本增值的机会。Liihen2014年的净利有望创下历史新高,股价上升
是很自然的事,毕竟liihen被大家冷落,忽略许多年了,今日是时候认真来看待
liihen的价值与潜能了。与大家共勉之。
个人推算与整理,进出自负。
本帖最后由 icy97 于 6-7-2014 09:40 PM 编辑

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发表于 6-7-2014 12:00 PM | 显示全部楼层
Booming of Furnitures Theme
Tuesday, May 27, 2014

Have you invested any Furniture businessrelated counters recently?

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!

取自;http://klsewin.blogspot.com/2014/05/booming-of-furnitures-theme.html#more





本帖最后由 icy97 于 6-7-2014 09:43 PM 编辑

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发表于 8-7-2014 07:16 PM | 显示全部楼层
现在只是家俬业的中期復苏,路还很長,也有很好的机会,进liihen 可固定3个月收股息,
并享受到资本上升,任何的投资都具有风险,我觉得这个股风险小,
今天再次加码了,哈哈.等待风起,春天己近.

正确机率多才能成功--
所以,总括一句,我们只是平民散户,通过本身对投资的喜好和研究,希望(努力)在股市中挣到不错的回酬,什么大师专家,受之有愧,不必对号入座。
不论我们做什么决定,都会诚实的面对结果。投资组合不是考试,不能每次要求一百分。
这三年多来,我们确然做了一些低级错误,不过也做了更多的正确决定,所以我们才能获得如此不差的成绩。
现实生活里,错和对总是交叉发生,每次都做对,不叫“成功”,那是“完美”,是每个人追求的境界(却不大可能达到)。
成功的投资者,只需要把正确的投资机率更多发生就是了。
取自于-http://klse.i3investor.com/blogs/golden_years/55570.jsp

70063.jpg
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发表于 8-7-2014 08:01 PM | 显示全部楼层
房市涨势终结 投资者舍澳取美
环球扫描 产业周刊  2014-07-04 13:07
http://www.nanyang.com/node/632730?tid=686

注--美国新建房屋向好,liihen家私 8成多出口美国,接下来的业绩向好,前景一片光明. 本帖最后由 icy97 于 8-7-2014 08:06 PM 编辑

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发表于 18-7-2014 09:20 PM | 显示全部楼层
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发表于 23-8-2014 01:40 PM | 显示全部楼层
利兴获90万火险理赔

财经新闻 财经  2014-08-23 12:46
(吉隆坡22日讯)利兴工业(LIIHEN,7089,主板消费产品股)向马交所报备,接受Messrs MSIG保险公司建议的90万令吉火险理赔。

随着接受上述数额,利兴工业的厂房火灾索偿事件已告一段落。

利兴工业位于麻坡厂房,于4月3日晚间发生火患,建筑外部及内部的大部分机械配备,以及半完成的库存品均被烧毁。

公司在6月份宣布总损失达630万令吉,也同时获得了理赔公司Maphilindo国际发出的180万令吉首批损失赔偿。【南洋网财经】

LII HEN INDUSTRIES BHD.

Type
Announcement
Subject
OTHERS
Description
Fire Incident (3 April 2014)
As follow up to the announcements made on 4 April 2014, 7 April 2014, 26 May 2014, 13 June 2014 and 1 July 2014 pertaining to the fire incident on 3 April 2014 night at the premises of Lii Hen Furniture Sdn Bhd ("LHF") situated at Plo 43, Bukit Pasir Industrial Area, 84300 Muar, Johor Darul Takzim, the Board of Directors of Lii Hen Industries Bhd wishes to announce that LHF has on 21 August 2014 agreed to a sum offered of Ringgit Malaysia of Nine Hundred Thousand (RM900,000) only from Messrs MSIG Insurance (Malaysia) Bhd. This being the full and final settlement of claim on consequential loss as a result of the said fire.

Hence, as to-date, there is no outstanding claim on the above fire incident.

本帖最后由 icy97 于 24-8-2014 03:06 AM 编辑

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发表于 26-8-2014 02:12 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/06/2014
30/06/2013
30/06/2014
30/06/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
97,857
69,691
193,204
152,676
2Profit/(loss) before tax
8,724
3,682
19,518
11,900
3Profit/(loss) for the period
6,452
2,599
14,707
8,856
4Profit/(loss) attributable to ordinary equity holders of the parent
6,452
2,599
14,707
8,856
5Basic earnings/(loss) per share (Subunit)
10.75
4.33
24.51
14.76
6Proposed/Declared dividend per share (Subunit)
3.50
1.50
7.50
5.50


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 ($$)
2.5655
2.4253

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发表于 26-8-2014 02:13 AM | 显示全部楼层
EX-date
08/09/2014
Entitlement date
10/09/2014
Entitlement time
04:00:00 PM
Entitlement subject
Second interim dividend
Entitlement description
Second interim single-tier dividend of 3.5% per ordinary share in respect of the financial year ending 31 December 2014
Period of interest payment
to
Financial Year End
31/12/2014
Share transfer book & register of members will be
to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no
Plantation Agencies Sdn. Bhd.
3rd Floor, Standard Chartered Bank Chambers
Lebuh Pantai, 10300 Penang
Tel: 04-2625333
Payment date
26/09/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
10/09/2014
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
Percentage
Entitlement in percentage (%)
3.5

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