Crude Oil Price Affection

Benefits to GDP
1) Philippines
2) Slovakia
3) South Africa
4) Thailand
5) Hong Kong

Disadvantage to GDP
1) Saudi Arabia
2) Russia
3) United Arab Emirates
4) Norway
5) Malaysia

Portfolio of Billionaire

Robert Kuok
1) PPB
2) SHANG
3) MAYBULK
4) Wilmar International
5) Kerry Properties

Sector: Properties, hotel, plantation, trading, marine services & media.


Tan Sri Lim Kok Thay
1) GENM
2) GENP
3) LANDMRK

Sector: Game, hotel, plantation & cruises.


Teh Hong Piow
1) PBB
2) LPI

Sector: Bank, Insurance


Quek Leng Chan
1) HLFG
2) HLBANK
3) MPI
4) HLIND
5) HUMEIND
6) GUOCO
7) SSTEEL
8) HLCAP

Sector: Finance, industrial, distribution, properties & semiconductor.


Ananda Krishnan
1) ARMADA
2) ASTRO
3) MAXIS

Sector: Oil & gas, telecommunication, media & tourism.



Lee Shin Cheng
1) IOICORP
2) IOIPG

Sector: Properties, plantation, resources & industrial.


Syed Mokhtar Al-Bukhary
1) UTUSAN
2) MMCCORP
3) GASMSIA
4) DRBHCOM
5) ZELAN
6) NCB
7) POS

Sector: Media, oil & gas, construction, car manufacturing, hub, electric power & plantation.


Tiong Hiew King
1) RSAWIT
2) JTIASA
3) SUBUR
4) MEDIAC

Sector: Plantation, logging, media, oil & gas, telecommunication, hotel, properties & biotec.

Yeoh Tiong Lay
1) YTL
2) YTLE
3) YTLLAND
4) YTLPWR
5) YTLREIT

Sector: Electric power, water, construction, telecommunication, hotel, cement and properties.


Vincent Tan
1) BJCORP
2) BJASSET
3) BJAUTO
4) BJFOOD
5) BJLAND
6) BJMEDIA
7) BJRTAIL
8) BJTOTO
9) SEM

Sector: Game, trading, foods, car, properties, hotel, media & telecommunication.


They posses some very important segment like foods, properties, hotel, plantation and etc. Of course, they hold it for very long term.

Review:
Properties - L&G, GOB, GADANG, IBRACO, OSKPROP, HOHUP, TAMBUN
Plantation - JTIASA, SWKPLNT, KMLOONG
Oil & gas - SCOMI, SCOMIES, TAS
Power & construction - MUDAJAYA, MITRA, YTLPWR
Diversify - HAPSENG
Finance - INSAS, MBSB
Foods - QL, HOVID
Industrial - FLBHD

How long can I hold them without selling and how much they can grow? That's a very tough task.

FLBHD

FLBHD

Controlled by typical Taiwanese, which payout high dividend. Manufacturing of plywood, veneers and other related products.

NOSH: 103,200,000 shares.

Exporting products (US 67%, Taiwan 12%, South Korea 9.5%, Malaysia 7.4%, others 4.8%)


Net assets per share of RM1.37, low gearing low liabilities.






Cash & securities in increasing to a very safe position. Start giving 6 sen as dividend from year of 2011, that time the price was 0.60 (10% dividend yield)

Beginning Nov 2013, the company's share price spiked from 70 sen to reach all time high of RM1.50 in July 2014.

Risk: Is lumber was a sunset type of business? FLBHD doesn't own timber concession, supplied mainly from Sabah. Labour cost or labour shortage.

Chance: Since it's product was exporting, it's sensitive to currency exchange. Weak RM will boast it's profit margin up to 15 to 20%.

Price: RM1.28.