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2020-10-24 15:45 | Report Abuse
Wow i3 lurker is right. Looks like Mr DIY gonna close down. RM 0.1 also don't dare hold.
2020-10-24 15:09 | Report Abuse
If higher than RM 500 million pls give me a call and belanja me for lunch. Don't stingy. But I think the one should belanja is me
2020-10-24 15:08 | Report Abuse
This counter confirm will crash back to RM 2. You compare the max possible profit to its market cap gain. RM 50 million vs RM 1 billion. Lolololol
2020-10-24 15:06 | Report Abuse
If Mabel is not closet gay, I want to diu her kaw kaw.
2020-10-24 15:00 | Report Abuse
Confirm crash incoming. Don't forget, it is impossible it will be rm10 profit, even RM 5 also quite impossible.
2020-10-24 14:57 | Report Abuse
Let's say RM 10 profit per dose. Sky-high bullish impossible crazy ridiculous just for illustration scenario. Duopharma make RM 150 million. This is one off gain ya, but stock went up by RM 1 billion.. How stupid can duopharma shareholders be? Very stupid
2020-10-24 14:54 | Report Abuse
Lol, imagine, vaccine come out, RM 1 profit for packaging contract per does. Malaysia 30 million population. Duopharma make RM 15 million to package for 15 million people. Lolololol. Stock price went up by RM 1 billion. Lolololol
2020-10-24 14:49 | Report Abuse
They have many days to a week to accept a 30 to 50% loss. They can sleep well.
2020-10-24 14:02 | Report Abuse
Whenever you get tempted by the huge success of Mr DIY, remind youraelf this:
"It is always brightest before dusk."
2020-10-24 14:00 | Report Abuse
I m not comparing aeon to Mr DIY. They are both in different industries. But I m comparing the competitive advantages over their respective competitors, which are customer reach, distribution network efficiency, product mix renewal efficiency, usp etc.
2020-10-24 13:57 | Report Abuse
If you notice, companies like parkson, aeon had a huge advantage over their competitors in their prime time. Didn't take more than 3 to 5 years for it to dissappear completely. Mr DIY do not have a more durable competitive advantage than aeon or parkson. What is worse with Mr DIY is that it is listed pass its prime, the decline is much nearer now. When you bought aeon in the ipo, the company was a small grower and growing till maturity and decline. Mr DIY on the other hand is listed at maturity. There is zero upside to this company. It will get very bad.
2020-10-24 13:52 | Report Abuse
I wouldn't lock in at 0.80, I like to give myself a margin of safety. Judging by the poor prospects, weak Financials and declining business of Mr DIY, I will enter for a long long term at 0.6, to ensure my minimum 8% return is met. Otherwise, I cannot accept a company with so much risk.
2020-10-24 13:50 | Report Abuse
Dawchok you are wrong. The PE is based on 2019 figures. Which is very high. I calculated the value of the company using dcf, the best case scenario this company is only worth RM 5 billion. That is if it can maintain its moat for the next 20 years. It is severely overvalued. Most of the time, people invest in the short term. So the dcf model will not apply. The short term may even see the stock following below RM 0. 80. But if you are long term investor, locking in at 0.80 will give you an average return of 8% for the next 20 years, best case scenario
2020-10-24 12:29 | Report Abuse
There is an error with I3 analyst report list. HLG didn't downgrade Mah Sing. The report is a duplicate from the 16 October report. I3 please fix it immediately.
2020-10-24 02:47 | Report Abuse
Even though I don't agree with the fundamentals, I agree one thing that Careplus has alot of liquidity and supportees
2020-10-24 02:47 | Report Abuse
I do sincerely hope Careplus goes up and you make money.
2020-10-24 02:46 | Report Abuse
I agree we should all make money.
2020-10-24 02:46 | Report Abuse
Vespa, the revenue last QR don't include the one off gain. It is located under other income. Revenhe is only for income deriving from sale of goods and services
2020-10-24 02:21 | Report Abuse
Update: Q3 is really a big slap in the face for those who chase Careplus. Its profit same as comfort's Q2. Problem is Q3 profit should be at least 2 or more times higher than q2. This means comfort Q3 earnings will be twice or more than twice of Careplus. But Careplus is twice as expensive.
Coming to revenue, Careplus only increase its revenue by 4 percent from Q2 to Q3. Its net profit increase actually come from production efficiency. A low part of it is from higher sales/asp. Without the ability to hike ASP like big 4 means its PE is not justified at all. Furthermore, it is not really gaining market share, which means its new incoming capacity should not add value to this company, and thus at the current price you will be overpaying by alot.
So what will happen? 2 possibility. One, comfort shoot to the sky. Two, Careplus goes down gradually or sharply to reflect a fair value of around RM 2 or less. I say it will be combination of both. In the short term, there could be a 3rd scenario, the share price does not move or go up because of unsuspecting newbies or day traders or sharks playing pump and dump all over agajn. But in the medium term, it will reflect its fair value. You should take advantage of the facts, all cards has been laid out, except comfort Q3 result which we now know will be at least two times more.
2020-10-23 22:18 | Report Abuse
Read already lor, lousy news. Peanut profit? RM 200 mil last year? Peanut? This year because of covid and bad property market, maybe RM 100 mil, haven't calculate glove venture wor. Don't forget mah sing net cash alone already more than Careplus ever make in their life. Lolololololol
2020-10-23 22:17 | Report Abuse
Don't need to defend mah sing. Go to Careplus and trigger them. See how scared they are. They so scared untill cannot even defend Careplus anymore. Lolololololol
2020-10-23 22:14 | Report Abuse
43 million wow. Comfort from April to Jul already 43mil.
Careplus, give you 2 months advantage, from June to set, only 43 mil. Everyone can see for themselves.
2020-10-23 22:06 | Report Abuse
Mobb you also a retard. How you answer the 3 percent revenue growth
2020-10-23 22:02 | Report Abuse
Alot of people look at charts, conduct TA analysis, pat themselves on the back that they guess the price movement right 3 out of 10 times. And say chart works really well. Meanwhile, there is the astrologer who look at the sky and constellations, he predicts world event outcomes every year. He gets them right 3 times out of 10 times, and pats on his back and says : The stars never lies.
2020-10-23 21:36 | Report Abuse
Lol, finally someone got a valid point. See? Matahari should learn from mobbs. Argue with facts.
2020-10-23 21:34 | Report Abuse
Okay, but how much profits have you made from short term price action? If you can guess the price movement of Careplus correct two times straight for two days. I congratulate you. If you can guess it right 6 out of 10 times, you will become quite successful.
2020-10-23 21:32 | Report Abuse
BTW, matatiga seems to have a big trouble getting his facts straight. He get every figure wrong, match the wrong QR to another QR, have no idea what is profit. I m ignoring him from now on. I m okay with the rest. But matatiga is stupid. Period. I hate stupid people. Sorry, but I hate them more than bad people.
2020-10-23 21:31 | Report Abuse
Bullgroup, I m only illustrating cash is cash. Lol
2020-10-23 21:30 | Report Abuse
Cash is cash. It doesn't matter whether is it made from properties, or made from gloves. I compare mah sing because Mah sing ventured into gloves. This will definitely help them to maintain their fy2019 bottom line, or even boost it above it. Analyst have given it RM 150 million in profit from gloves alone in fy2021. So, yeah, it will make more than Careplus.
2020-10-23 21:27 | Report Abuse
Actually, investing is more simple than you think. I sometimes feel these newbies, dumbos, ignoramuses are irritating, really stupid to a point it gets on mu nerves. I m okay with rude, bad, people, people who are mean. I can tolerate. But stupid people, I cannot accept. They are more harmful to the community than bad people. Stupid people really make me disgusted, and annoyed. But still I pity them for not knowing how to invest. Pity them for not having the virtues of investing. Number 1 is patience. Number 2 is value is not price.
2020-10-23 21:18 | Report Abuse
Alot of noobs here cannot even counter a single point I made. Why? They never even bother to research. They bought because Careplus has the best price action. But they call themselves investors. Lololol
2020-10-23 21:17 | Report Abuse
Whitebunny, they all bought at RM 4.5 or maybe even RM 5, 5.50 6? Lol. Of course whatever peanut figures they will say fantastic, unexpected,
2020-10-23 21:15 | Report Abuse
Give me the total sum Careplus will make during pandemic, and I give you a sum mah sing will make during pandemic. Prepare to drop your pants.
2020-10-23 21:13 | Report Abuse
If you are so confident Careplus will make lots of money next year, then mah sing will also make lots of money, and on top of it mah sing has a very profitable property business. It will make more than Careplus will ever make during the pandemic
2020-10-23 21:12 | Report Abuse
So now we have people coming to tell me, cash made from property different from cash made from gloves. Lol, no wonder 90% of retailers lose money
2020-10-23 21:11 | Report Abuse
But Mah sing still making huge profits. Just sold 90 percent of its condo project. Paid more dividends Careplus ever paid in its entire life
2020-10-23 21:11 | Report Abuse
So next year when vaccine comes out, Careplus GG?
Stock: [MRDIY]: MR D.I.Y. GROUP (M) BERHAD
2020-10-25 14:57 | Report Abuse
Kukujiao wont even erect by 1 mm. Not even 1 cent.