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2013-12-10 21:12 | Report Abuse
My opinion: by now probably we will know if we are investors or speculators..
2013-12-10 21:08 | Report Abuse
Ultimately, the share price must be supported by EPS...anything high surge in price giving high return, but come with high risk too...No right or wrong.....
2013-12-10 21:06 | Report Abuse
Por, correct me if i'm wrong. For EAH's case, obviously the warrant is a bad buy even though before the announcement of free warrant. Traded with more than 150% premium, you should be surprise how many insanely bought the warrant. Any season directors or retail investors will disposed the warrant when it is traded with no intrinsic value but 150% premium. Mathematically it doesn't made sense. As for the mother shares, it is typical buy on rumours due to GST and trapped by further news of free warrants which only, if really materialised, somewhere in March 2014 only...Again, is the members in the forum created the news, spread the "hoo ha'...then many got trapped...
2013-12-10 20:36 | Report Abuse
Fundamentally, this is a excellent growth company, and it is still till now...happy investing :-)
2013-12-10 20:35 | Report Abuse
Members in the forum created the story...run the story...then end the story...guess we should be responsible to our action and in-action...Is always wiser we invest based on business rather than based on rumors ..Agree?
2013-12-10 20:32 | Report Abuse
from 0.11 --> 0.19 = approx. 73% gain..but the EPS from 2nd quarter to 3rd quarter merely up less than 10%..
2013-12-10 20:30 | Report Abuse
T800, i suppose many shareholders, be it the directors or small investor like you and me, also disposed the shares when the price shoot up, while we disposed the shares regardless of being treated as sincere / not sincere, Ngu and AK disposed their shares should be treated as normal and fair. Perhaps we should see the entire issue from different perspective. EPF / tabung haji / other institutional fund disposed shares too when the price hit all time high. Actually nothing personal or sincere or not sincere, this is just a business decision...hope we all have a fairer mind and perspective. Cheers!
2013-12-10 18:50 | Report Abuse
Yes, still waiting for the catalyst..the result is in fact "better" ..and considered turning around for me..
2013-12-10 16:47 | Report Abuse
Latest List: http://www.cuscapi.com/frame-client.htm
2013-12-10 16:46 | Report Abuse
In Malaysia, Cuscapi's clients, among others, are KFC, McDonald's, Pizza Hut, Papa Rich, Sushi King, A&W and TGI Fridays. http://www.cuscapi.com/frame-news.htm
2013-12-10 16:09 | Report Abuse
traderoy, no worry, got accompany like us :-)
2013-12-10 12:19 | Report Abuse
The business world is a very logical world..while this is a lucrative business, many competitors will present from north south east west....Ultimately the durable competitive advantage that this Cuscapi has that will determined if it can outshine in the competition..Matters like the background, the experience, the business model, the timing, the location, the quality of the leaders and etc will probably the winning factors for cuscapi. Seriously, i dont really worry for the competition as it present in any business segment..that suppose to be Dato Gan & his team's worry...because they got paid and we didnt...agree?
2013-12-10 12:09 | Report Abuse
So far i understand only a sushi operator has their own system for their own in-house use. Cuscapi has made the effort to offer it to the mass market at much affordable cost.
2013-12-09 15:12 | Report Abuse
If you have waited for 6 months, no harm to wait for another 6 months
2013-12-08 18:30 | Report Abuse
Steve, is "The Busy Weekly" 资汇 right? :-)
2013-12-07 21:21 | Report Abuse
And what you say is MAYBE right, dont think will see any announcement on director's share changes. But again, nothing is GUARANTEED .. Cheers!
2013-12-07 21:09 | Report Abuse
Mr Andy, guess your shallow mind has misinterpret the earlier discussion...i suppose the director not buying back by themselves...there is always something call "indirect interest" and other people called "proxy' ...hope you learn...
2013-12-07 12:17 | Report Abuse
Yelle only coming in January...is still uncle Ben :-)
2013-12-07 11:17 | Report Abuse
powerwk, is refer to FOMC meeting in USA...the most powerful banker in the world
2013-12-07 11:16 | Report Abuse
Non Farm Data Good, Unemployment rate drop to 7%, DJ up near 200 points.. Perhaps Mr Market has immuned to the QE tapering possibility. IF Ben Bernake would to start tapering in the 16/12 meeting.. then i think is good timing...Again, only big fund knows what they going to do...we just invest long term. Every pull back is a good buying opportunity for a growth stock with good FA.. Agree?
2013-12-07 09:29 | Report Abuse
If you see how airasia set up the check in terminal, you can see how much saving from there :-)
2013-12-07 09:28 | Report Abuse
In business, we look at the VALUE & Potential of the new product offer to market..above are what i see and expect the value created by cuscapi to its customers
2013-12-07 09:25 | Report Abuse
"I'm owner of several restaurant chain, i seriously facing many problems: Intense competition, revenue drop, profit drop, staff problems (high turn over, strawberry generation, communication problem, sick leave, missing in action, relatives pass away, relatives events etc), demanding customers (expecting high food quality, cheaper price, fast service, good service, mis- communication etc). I hope my customers can spend more by ordering more items so that my revenue and profit can increase"
My wish is:
1) If i cant increase the market share, i must increase the wallet share i.e my customer to spend more. I think REV has this interactive function!
2) if i cant increase my revenue, i must increase the profit by cutting cost. HR cost for a typical waiter / waitress from basic + epf + socso + allowance + benefit = RM 25k - 30k per annum. If i can cut one head, than the saving can be passing down into the value stream + offering higher pay to the good staff so as to keep them worker longer & happier + increase my profit. I think REV can help me to cut at least 50% of head counts.
3) If i can increase the table turning rate by 20 - 30%, then my profit should increase too due to higher sales. I think REV can cut short customer waiting time by 20 - 30%...then i can accept more customers
4) If i can minimize the headache from staff problems, i certainly very very very happy and my blood pressure will back to normal and save my medical bill.. Think REV can solve this problem too.
5) If i can cut more cost, i can do more promotion by cutting selling price by 20% or offer more freebies, my order rate should increase by 30%..My regular customers will be happier and my customer retention rate will be higher too...
5) I do not want to fork out big lumpsum to buy REV, can i rent? just like i rent a photostat machine...I think REV can!
6) Can somebody also rent me the conveyor belt with digital "GPS" coordination, then the food can send directly to customer from kitchen :-)
2013-12-07 08:59 | Report Abuse
That is call monopoly, i suppose
2013-12-07 08:58 | Report Abuse
lloydlim, i agree with you...put ourselves in the shoe of CEO, we may do the same as to make sure we will hold the power.After all, going main board = got eaten up bit by bit....Since this is a lucrative business, i'm pretty sure the end fate will be the same like those money making company which have been chop into small pieces and in the mouth of big tycoons. :-)
2013-12-06 21:32 | Report Abuse
waihung82 is right, indeed no official news pertaining to the transfer to main board..But this should be part of the plan if instacom wants to be the REAL tower giant...
1) The cash flow model a bit "aggressive" to me. Seriously they need huge capital injection from institutional funds rather than big sum of short and long term borrowing. By listing in Main Board then only more local institutional fund can start to look at this tower builder.
2) Bear in mind from intention to application to actual approval need easily 6 months time. I.e There are several quarters earning report ahead of actual application to realization (hope you can wait).....a more concrete development plan is needed by instacom to continue proving its earning ability. Failing which this counter will ended up another goreng counter due to GST / Main board shifting "speculation". Any drop in company earning power will kill the current investor (including me) before it actually shift to main board. So you got to decide to buy now or buy later, to buy based on hope or buy when it actually shift to main board..etc...
3) Personally i dont think instacom can achieve status of inari in any near term judging at current EPS & capital size plus business volume. Just hope the CAGR is maintained.
Conclusion: To buy into this counter seriously need to follow closely on company's announcement. Any buy / sell should not be based on i3 speculation which has been done exaggeratedly for the past few months..The ship is still sailing, there are always chance to go on board..Personally i think only those willing to sit in this "long long journey" ship should go on board.
Just my 2 cents..Happy investing!
2013-12-05 18:10 | Report Abuse
Q report out: Loss more money compared previous quarter...Tomorrow likely a sell down day
http://klse.i3investor.com/servlets/staticfile/231491.jsp
2013-12-05 14:04 | Report Abuse
老前辈讲差不多了。。Those still holdings, hope for a fruitful christmas...at least we are not the turkey in the Oven, right? :-)
2013-12-05 12:41 | Report Abuse
Destiny, I'm still holding tight to it...Perhaps putting away all the price movement and market consideration, you are now the shareholders of this company, how do you look at this company? The prospect? The SWOT? Having read through all the report, your business experience, book wise, street wise and done all the due diligence, i'm sure you can also share with us about your thoughts.
2013-12-05 08:43 | Report Abuse
Hi traderoy, yupe, expecting better data but nowadays the uncle DJI and aunty USD very moody and may not response as per it suppose to be...Probably the only way to beat this moody of uncle and aunty is hold really long term. :-)
2013-12-04 21:51 | Report Abuse
My opinion: in business world, whenever involving business negotiation with offer that is obviously non-favorable to the party being offered, a more gentlemen way of "reject" will be: " We are in principal no problem with the offer, however, there are certain things that we need to further discuss and perhaps you should also look at these suggestion (terms & condition) of ours Thank you so much for the offer and we shall wait for your reply." This is smarter way because you do not want the deal to be called off, but the ball now throw back to the offering party.
2013-12-04 20:42 | Report Abuse
noticed 20000++ x 100 shares lots taken by somebody at one shot...good sigh maybe..
2013-12-04 20:35 | Report Abuse
Aiyo not sifu .....
2013-12-04 20:33 | Report Abuse
Suggest hold your current buy / sell position till next monday, USA QE tapering issue will be major one as it didnt happened in September. Can see RM vs USD is weaker and weaker...
2013-12-03 18:46 | Report Abuse
2013-12-02 19:25 | Report Abuse
Hi Citytrader, that's puzzle me too...150% premium...EAH is very "ambitious" of their growth so as the time value can be overcome easily....Anyway, should the WB appear, the exercise price should be adjusted accordingly.....but i suppose holder may suffer big lose unless the issue price of wb is comparable. Just my opinion... Happy investing :-)
2013-12-02 19:19 | Report Abuse
4.2 Earnings and earnings per Share ("EPS")
<<<The Proposed Bonus Issue of Warrants is only expected to be completed in the first
quarter of 2014>>>>. As such, the Proposed Bonus Issue of Warrants is not expected to
have any effect on the earnings and EPS of EAH Group for the financial year ending
31 December 2013
2013-12-02 19:14 | Report Abuse
If turn reality, latest by March 2014
2013-12-02 19:10 | Report Abuse
Looks like not much changes :-)
2013-12-02 19:08 | Report Abuse
The warrant traded at 150% premium...is wise to dispose...but the money could be use for more mother shares to entitle for more free warrant b later (at lower strike price / better intrinsic value)
2013-11-29 15:09 | Report Abuse
traderoy, i'm not sifu...Cold Eye is...read his book sure got answer..:-) but EAH warrant sure no buy now...150% premium..
Ooi, just worry not yet claim the BMW here, will spend one in Japan ;-(
Steve, 523i still a "dream"...525? ha ha
2013-11-29 14:26 | Report Abuse
if price up, call +88-8888-8888, if drop, call +44-444-4444...ok?
2013-11-29 14:25 | Report Abuse
Today fly..............
2013-11-29 14:04 | Report Abuse
Stock: [VINVEST]: VINVEST CAPITAL HOLDINGS BERHAD
2013-12-10 21:21 | Report Abuse
Por, one thing you are right...NGU and AK were kind enough to inform you that they are disposing, almost immediate, the next day announcement..Next time when we see directors disposing, they are telling us that thing are way out of sense and we need to act..