wa aji reli sudah gila... celaka :/

the only cacat stock in my watchlist is tienwah. aqua disguised as ah moi?

Tien Wah...used to be one of my baby...but long dumped. Hard to be positive on a company reliant on tobacco industry.

Padini 1.90...only yielding 5.3%. Time to run?

Keep lah. 4% then can consider to sell.

PoHuat really popping today 

4%? That's RM2.50 TP. Ambitious nya

old lori still got but not fully optimised still got some junks 

rubber run liao. furniture still got chance? must see tonight what uncle sam say    but your favourite furniture already quite panas 

Rubber still lari.

Profit big la you.

Haish  could have been a bigger part of my portfolio :/

Furniture maybe got chance

Furniture maybe got chance

Haish  could have been a bigger part of my portfolio :/

Furniture maybe got chance

The recovery of the housing industry in North America will not only drive economic growth on the local level, but will influence the main trading partners of these countries across the globe. Other key regions, such as South America and Asia, will also serve as drivers of global demand. However, despite high production volumes, the U.S. and Canada are unlikely to be able to meet an increasing demand for particle board of wood, thus some capacity constraints are likely to be experienced by the industry, turning North America into an attractive target export market over the next five years.

Canada dominates in the global particle board and similar board of wood trade and took the third spot in production. In 2014, Canada exported 61.4% of its total particle board and similar board of wood output. Of this amount, 68% was supplied to the United States, where Canadian particle board and similar board of wood held a 17.7% share of total U.S. consumption.

In 2014, the U.S. (18%), Germany (10%), Russia (5%), Italy (5%) and Poland (5%) were the leading destinations of particle board and similar board of wood imports, together making up 42% of global imports in physical terms and 39% in value terms. And while the share of Russia increased, the share of the U.S. illustrated negative dynamics. The shares of the other countries remained relatively stable throughout the analyzed period.

In 2014, Canada and Germany were the main global suppliers of particle board and similar board of wood with a combined share of 28% of global exports in physical terms and 26% in value terms. However, the fastest growing suppliers from 2007 to 2014 were Romania (+31% per year) and Latvia (+19% per year). Despite being the largest global producers of particle board and similar board of wood, China, the U.S. and Russia did not export much of their production,meaning that it was either domestically consumed, or put in storage

Some links might interest you...

China's production is increasing.

Nov 2015: http://www.fordaq.com/fordaq/news/China_pa...rket_44508.html

and we know that in the US, a major particle board plant is in the works...

http://www.washingtontimes.com/news/2015/o...ing-facility-p/

These are supported by older news/reports talking about the huge mega boom...

http://www.fdmcdigital.com/Global_particle...om_by_2017.html
http://www.wbpionline.com/features/global-...eboard-4376280/

Oversupply fears/risk? China as a player, could be a price dumper...
US might just produce more for their own usage....
*and China and US are actually the largest global producer*

However, if you see the below link (Sep 2015)

http://www.indexbox.co.uk/news/Canada-in-C...Board-Trade%20/

wa tipsy 

dun like that leh i just small fry only haha

i'm not so sure if your favourite ah moi can run 40%. but got cimb suppork. in terms of valuations there are other better ones but might not have suppork.

If there are two stocks:
1. 20% upside (based on EPS) with funds suppork.
2. 40% upside but no funds suppork.

Which one would abg choose?

Other than furniture i think another with upside is tienwah but liquidity and shareholding is a concern. Of course we are also not sure if it can sustain the last Q performance.

Strong hands is always important.
It's like music.
You might have a great sound but if you got nobody actually buying your works, how?

Tienwah... it's a bit tricky.... it could go either way.
I am not too comfortable to make a solid judgement on it.