Personally I don't see any attractive catalyst about furniture industry.

BAT. DY 4.8% based on current FV. Interested?

Just telling what i think mah... 

Yes Malaysia furniture industry is 90+% exported and sold in USD terms..  But all profits reported will be RM...

The sector will be hot as long as USD/RM exchange stays high...

even war also.. in ukraine only mah... americans still buys furniture right? 

Except recession at US, ppl no money buy furniture then this sector can close shop. 

I got question, Professor gark..
Demand high not?
Why they want buy from Malaysia not other place? Good quality, low price due to low cost?

I thought u are the one that recommend him LAF? Now say not good (okay okay stock)

lets do the maths..me no professor

wood  - paid in rm
salary - paid in rm
other expenses - paid in rm

sales - received in USD

Furniture is very very competitive industry, most of the time they survive on <5% margin hence when USD drop many get stuck and most lose money with factory equipment underutilized. Coupled with the bad housing market (hence less demand) in us since the financial crisis in 2008.

From 2008-2013 many malaysian saw mills & furniture manufacturer closed, even in cheap labor company in Indonesia was not spared, >50% close shop. No one want to do this kind of business and capacity drop by half. This created a product vacuum where only the fittest and lowest cost survived.

Now is reversal. As USD appreciate, product cost in RM and IDR is now much more competitive against other country and suddenly margin increase to >10% based on exchange rate differences. This enable them to lower price, make higher margin and have higher sales at the same time.

Now, this WILL not last forever, as now the exciting margins will prompt previous companies which is closed down to restart operation or new entrants will come in again. once reach saturation OR USD drop OR other competitor comes in then this sector will start to cool down due to overcapacity (just like recent gloves was so over capacity, glove makers slash 10-15% off selling price to move product, especially nitrile)

I recommended him INTP as a cement stock.. he scold me............
*runs away....* 

NO stock is buy and forget.. ALL stocks need to be monitored.. only difference less or more only.. 

It owns M&A broker .. which is providing it's major earning.. finance lor

Never heard of this M&A Broker. When I google, seems a US company. If true, how come a Malaysian company owns a US broker ?

stocks all going crazy... even cy*ark got breakout.. 

so your seefud lunch.. jadi? 

Oh ,, and your semen stock is leaking...