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Overview
Financial Highlight
HeadlinesBusiness Background Focus Lumber Bhd operates as an investment holding company, which engages in the manufacturing and sale of plywood, veneer and laminated veneer lumber. It operates through the Manufacturing and Electricity segments. The manufacturing segment engages in the business of manufacturing and sale of plywood, veneer, and laminated veneer lumber. The Electricity segment engages in the business of generation and sale of electricity. The geographical location of customers in Canada, Hong Kong, People's Republic of China, India, Korea, Republic of the Marshall Islands, Japan, Taiwan, Thailand, and the USA. The firm generates most of its revenues from the Manufacturing segment.
  Fabien _the efficient capital allocator I would suggest management to stop wasting cash to buy back shares better distribute cash dividends to shareholders instead as there are better options to deploy capital than increased their pie in the company 27/12/2022 6:55 PM stockraider Is ok mah! They buy back share & later distribute to us a dividend loh! Acceptable reward to shareholder mah! 27/12/2022 10:05 PM  geary Stock [FLBHD]: FOCUS LUMBER BERHAD Announcement Date 29-Dec-2022 Date 29-Dec-2022 Share Ordinary Shares Number of Shares 20,000 Shares Retained in Treasury 20,000 Currency MYR Price (per shares) 0.630 - 0.635 Total Amount 12,615.00 Total Treasury Shares 20,081,740 29/12/2022 11:06 PM geary FOCUS LUMBER BERHAD Date of transaction 30 Dec 2022 Currency Malaysian Ringgit (MYR) Type of changes Distribution as Dividend. Total number of treasury shares changed (units). #8,414,108. Total number of treasury shares held after the resale or transfer #11,730,632 Adjusted issued capital after cancellation (no. of shares) (units) #229,136,000. 01/01/2023 1:29 AM sherlockman happy new year fellow shareholders. May we look forward to another good year of dividends and share performance from FLB 01/01/2023 10:29 AM balvin71 I guess with lumber prices keep dropping to new 52 weeks low and ringgit strengthening, it is effecting the price of FLB. Based on my analysis, even at current lumber prices, profitability should be good. Additionally ocean freight charges have dropped significantly compared to year ago., this will help to reduce buyers cost. I am still holding, have been a long term investor and still want to enjoy cash and share dividends for the long term. New buyers might want to study first before getting into FLB. 09/01/2023 4:45 PM  Michael Kwok No ong.LGE counters. My counters got ong in less thn 3 month Jhm 77 cents Tp 90 cents range 10/1/23 7.15pm. If im right join me.. Give message if wanted to join in fb. Come to join me.situation very critical.u need some advice and tweaking. 3 as below; I)teach some II)shares review every one or 2 weeks III)share recommendation or ask to buy or sell share u have. IV)tell u shares to avoid if overbought (mainly people no knowledge) Sifu Michael(with ang pow picture) in FB. Charging rm 200 per month.left a message. 5)Free swarovski pendant 17mm necklace(basic) worth rm 150(year 2018-2019 pricing) 4 month subcribe. 6)Free swarovski pendant necklace 14mm(basic) worth rm 250(more cutting) 6 month subcribe. Please inform me if reach due date for message 5 to 6 to get free gift or equivalent(if product out of stock). 10/01/2023 7:15 PM firehawk Checked Lumber price, drops from 1400 to 350, too scary ..... hesitate to enter ...... 11/01/2023 8:28 AM geary Total number of shares still in treasury (units) #11,730,632= RM 7.45M, approximately. Free Cash #138.5M Cash/Floor Value approximately, @0.635. Next Quarter, will be better!? 30/01/2023 4:48 PM nemesis Focus Lumber is expected to continue do well this year...Lumber price is recovering and they have huge cashpile to deliver constant dividend to Share Holders...Maintain Buy with target price of 1.00... 03/02/2023 3:29 PM nemesis https://www.thestar.com.my/business/business-news/2022/06/24/focus-lumber-to-gain-from-stronger-greenback 06/02/2023 1:30 PM nemesis Outperformed Call riding on continuous robust growth into 2023 with consistent dividend yield of 7% per share... 06/02/2023 1:32 PM nemesis But USD is strengthening now almost to 4.40 soon...which will increase FLBHD net profits in the future... 14/02/2023 10:18 PM Rosmanku treasury share 11m++...kalau next dividen bagi share dividen lagi mungkin 20 get 1? 15/02/2023 10:04 AM nemesis USD will continue to strengthen to 4.60 which should lift FLBHD's net profit higher for coming quarters...A strong USD versus Ringgit is good news for FLBHD 18/02/2023 10:51 AM nemesis We should expect Focus Lumber to maintain its earning momentum comparable to 2022 if USD continues to remain strong as FLBHD derives its major revenue and earnings in USD...Dividend yield is targeted to be 7%...Reiterate BUY! 18/02/2023 11:00 AM nemesis At 0.610 it is trading at a huge discount to its forward strong earning growth and Dividend yield...EPS is expected to remain above 20 sen per share if Ringgit continues to slide against USD though lumber price is declining. 18/02/2023 11:05 AM Superb99 So many people keep talking how good is this stock, lol....many masuk longkang 20/02/2023 8:16 PM geary Rosmanku qr rugi...dividen 2 sen 2 hours ago FY still EPS #0.12. Dividend RM 20/1K shares!? Cyclical consumer products lah!? Those invested must understand this business. Floor/Cash Value @0.565.!? 20/02/2023 8:39 PM nemesis Declared 2 sen dividend though making quarterly losses..perhaps the only company in Bursa that will continue to give you dividend even when company is making losses...bcos it is cash rich with zero gearing as it is sitting on more than 120 mil in cash that can generate passive income even when its plywood business isn't doing well ...the company itself is investor utilising its massive cashpile to generate income for shareholders...We can expect Focus Lumber to continue paying good dividend though demand for plywood related products are softening...maintain BUY! 20/02/2023 8:41 PM nemesis As you can see from its past record when it was making losses for 2 consecutive years, FLBHD stil paid dividend from 3-5 sen dividend even when it was making huge losses... This has shown that management really takes care of shareholders n really aspired to create values for Shoulders...this is a fundamental company that we should acquire and buy on weakness...assuming we get another 2 sen dividend by year end,this would translate to 6-7% dividend yield even when plywood demand is softening in the short term...Plywood mkt wil definitely pick up again soon... 20/02/2023 8:51 PM Superb99 Really funny, price dropped more than dividend payout but still praising it...lol...revenue only 8mil, having issue to sell its products to US....HOPELESS counter, company with poor revenue, how to generate profit moving forward? Solely rely on cash pile, tunggu mati lo 21/02/2023 1:03 AM nemesis No worries it is just short term slowdown...US plywood demand will rebound... 21/02/2023 5:29 PM balvin71 Looks like we have to contend with low lumber prices at least till the middle of the year. Stock price will be depressed. I have been holding this stock for years. Will continue to do so. 26/02/2023 6:14 PM nemesis There is no need to worry...This company has zero borrowing and share buyback exercise to create values for Shoulders ...just buy on weakness and wait for recovery 28/02/2023 11:58 PM balvin71 Time to collect a bit more, keep and wait for market to turn around. Qtr 1 results will not be as good as last year Qtr 1. I think have to wait for 2H 2023 to see if things turn around. 28/03/2023 9:23 AM  | |
