这个老虎，我只能说他的账目外表是很美

倘若你做一点MnA normalisation of profit and NWC, maybank 的业绩只是一般

OPBWCC and NCGFOA 也逊色于去年同季节


再看回 pnl 最大的是Other operating income

但是看清楚，却是paper gain arising from mtm accounting or fvtpl revaluation 懂金融会计准则的人，都会懂这些

倘若normalise 整个pnl 业绩真的只是一般

账目外表非常美丽哦，但是本质啊没什么进步

天啊，不知多少人会冲进去买

多言了

devotee-of-john-templeton.blogspot.com/2024/05/impressive-results-of-parkson-retail.html

#Parkson Retail Group Limited

Closure of Non-Performing Asset (Qingdao) as the 1st step to unlock value of the business by cutting down losses and cash outflows

Q2 would be better

Need to monitor NCL position

https:devotee-of-john-templeton.blogspot.com/2024/05/capitaland-malaysia-trust-klseclmt.html

#CLMT

Projected PnL is very good
Ownership Summary shows that EPF bought a lot and from day to day never stop

devotee-of-john-templeton.blogspot.com/2024/05/tobacco-products-malaysia-study-done.html

Survey and Study till year 2028

Tobacco Study --- > Cigarette market will be shrinking due to increasing health awareness AND eroding Margin

股市非常黑暗，哈哈哈哈，我再次被人家封锁了哦，应该是BAT的韭菜们
#CLMT
庄家不给我分享了，因为我透露太多了。
一来，我透露很多香烟BAT的坏消息，破坏庄家大计
二来，我透露太多CLMT的好消息，导致散户跟大鳄，庄家抢票，他们不爽再次封锁我
就如2021年我在BIMB-WA被庄家封锁一样
devotee-of-john-templeton.blogspot.com/2024/02/bat.html

目前投资在 CLMT 的数额已经七七八八了，是时候开始重仓 PARKSON
慢就是快，慢就是快，慢就是快！
除了上面这两个，我也有新加坡股票 SATS
都是拾荒路线！
明天会更好！
献丑了, my portfolio as of 7 Feb 2024
devotee-of-john-templeton.blogspot.com/2024/02/parkson-and-clmt.html
我将继续买入，因为1块不是梦，要用行动来达到目的！

READ carefully, I mention LEGAL Cigarette.

Good luck to all, tomorrow go down further

我很早就一直强调不好，每况愈下，只是很多人觉得我吹水

我手上有的是实实在在的资料

很多店铺大吐苦水

合法烟难了

vape and e cigarettes 也不见得会好到哪里去

传统抽烟的人都喜欢传统尼古丁烟

我就问了几个集团旗下的店，通通都是愁眉苦脸的

over perception n over confidence in e cigarettes will kill more investors

现实人民的裤带破洞 购买力下降总是非常残酷的，虽然说电子烟或许很酷 但是回归现实生活，温饱肚子都是大问题了，还打算抽合法烟吗

明天继续悲剧了吧，还是会有人炒高

高价的人，股息低，回酬率变低，时间成本将会吞噬投资价值

我每天吃pop corn, 看戏就好

我说的越来越差，每况愈下，再次应验了

经济观加上财务和市场分析果然帮助到投资

避免踩地雷

果然不出我所料，业绩越来越烂

加上我手上的商业数据

我只能说买这个BAT 的人

自求多福，求求看看会不会越来越多人抽烟

合法的烟

接下来，我的profit forecast 加上很多同行的分享，得知越来越多eatery place and outlet 销售的合法香烟都开始下降了

我也知道vape and e cigarettes 也有做得不好的，打算关店的也是比比皆是

买BAT 的人自己看着办，时间成本好大啊

https://devotee-of-john-templeton.blogspot.com/2024/02/1-tourism-industry-is-back-with.html

旅游业复苏了！很讽刺的是香烟行业越来越惨。人们的健康醒悟带动更多人说不抽烟，加上市场调查，不难发现BAT会越来越惨

https://devotee-of-john-templeton.blogspot.com/2024/02/1-tourism-industry-is-back-with.html

旅游业复苏了！很讽刺的是香烟行业越来越惨。人们的健康醒悟带动更多人说不抽烟，加上市场调查，不难发现BAT会越来越惨

https://devotee-of-john-templeton.blogspot.com/2024/02/clmt-sats-affin-and-soon-parkson.html

Latest Blog on 3 Feb 2024

I am not MIssing In Action. I am always active in Screener.... after doing study for 3 mths

这个Tguan 有排跌，因为我手上的resin, 价格显示接下来几个月都不乐观, 我会等着呢.

我的朋友恰恰好就是 Resin 的supplier ，所以我手上有价格的资料

Resin 价格接下来至少6个月里面都不会很乐观

继续等，别急着买不然被套久久

继续下跌了，1.94

若能够跌破1.80

可以敢敢建仓

若继续跌破1.60

可以敢敢重仓

这个是个不错的轮股项目之一

稳稳吃米粉的

Mesti cepat cepat beli Saham ini sebelum CLMT terbang

very very solid and stable

inilah saham yang boleh kita simpan untuk pelaburan long term

稳稳的，慢慢买着上

Thank you silentWolf because I am about to share the link also...I read Yahoo news also

还有温馨提示，我的朋友是一家上市公司的老板，他的家族下个月起会毫不犹豫的重仓，横扫 CLMT

各位早点买不然后悔莫及

这个老板已经有很多票在52分的，所以有了很雄厚资金打底，根本不怕的

会买着上

Anyone can tell me the idea or logic on why Uncle Cheng continue to expand and open store in China

Signing Lease Agreement for Fun? Or Burn money?

Do not forget Parkson HK had already started to pay dividend last Q.

I look forward to better performance of Parkson

To those who are lacking confidence, you are welcome to SELL all your shares..

We are mentally and phycially prepared to accept if stock price plummet.. it is okay..tomoro will still continue with more buying

Pang72

I am not sure why you are so pessimitic about the closure of stores.

As I said before closing non performing store is a good turnaround strategy so as to unlock value and optimise resources

if you are fearful, please sell your ticket since you are profit making now

One of the very obvious reason on why I invested in Parkson is that one of the sub group of Parkson had successfully delivered an impressive result!

Let's recall

Parkson Retail Group Limited reported earnings results for the half year ended June 30, 2023. For the half year, the company reported sales was CNY 1,961.22 million compared to CNY 1,768.86 million a year ago. Revenue was CNY 2,218.22 million compared to CNY 1,993.42 million a year ago.

Net income was CNY 63.09 million compared to net loss of CNY 181.79 million a year ago. Basic earnings per share from continuing operations was CNY 0.024 compared to basic loss per share from continuing operations of CNY 0.069 a year ago. Diluted earnings per share from continuing operations was CNY 0.024 compared to diluted loss per share from continuing operations of CNY 0.069 a year ago.

For value shareholder, I believe the existing price has already reflected the upcoming Q3 performance in which it might not be impressive or worst case, loss making due to Q3 is a lull period for Parkson

Nonetheless, I do believe in the leadership of WC. Temporary losses in Q3 or maybe mediocre performance will not change my mindset to continue supporting WC.

Believe in what you have executed and ask yourself why you invested in parkson at the 1st place.

To me, I visualise the Vision set by WC. I do believe that resources optimisation and tunraround strategy executed by WC has been successfully brought significant improvement to Parkson group as a whole

I will continue to collect without FEAR without FEAR without REGRET

I will regret if I have not invested in Parkson today

#Parkson

百盛在神州大地的发展蓝图

China ops will be the key for Parkson growth.

There's plan lined up for the next few years starting with

(1) Nanchang County, Jiangxi Province, expected to be in the fourth quarter of 2023

(2) Mianyang Fulin Parkson Plaza Co. Ltd. to open a supermarket in the fourth quarter of 2023

(3) Shanxi Parkson Retail Development Co. Ltd. to open a third store in Datong City, which is expected to be launched in the second half of 2024

(4) Mianyang Fulin Parkson Plaza Co., Ltd., to open 5th store in the first quarter of 2026

百盛的发展蓝图，还有很多。

那么多发展，百盛继续创造奇迹。

若继续爆料parkson 的宏图大志到2030年，股价都不懂会怎样呢?

To be honest, I do not intend to be selfish. The above are solid development and it reflects successful turnaround strategy carried out by the top management of Parkson

I will collect more and more. I believe in William Cheng's leadership and importantly his vision 2030.

To me RM1 is not impossible. Continue to top up from day to day before the price breaks 40 cents soon!

DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

I will cotninue to monitor and buy

Monitor and accumulate because I do believe in William Cheng's vision

I do believe in gradual improvemnt from 1 quarter to another

Why2TellMeWhy
Pang72

It was true. Please look at this morning volume

Not because of big money came in what else can be the reason?

It is normal that many retail investors started to take profit ..so now RED colour is very very common

If you cannot tolerate shaking of share price, then maybe you gonna get used to it

It is a normal process

Uncle William 的朋友大量买入了

CLMT ---> REVISED EXPECTATION FORMED ON 5 SEPTEMBER 2023 - To reflect the Divestment of Non-Performing Assets - 3 DAMANDARA

8 - 14 months months from 5 September 2023 (price RM0.540 as of 5 September 2023)

Pessimistic = RM0.750
Optimistic = RM1.000
Beyond Expectation = RM1.200



PARKSON ---> EXPECTATION SINCE Q1 FY2023

12 - 18 months months from 6 September 2023 (price RM0.275 as of 6 September 2023)

Pessimistic = RM0.500
Optimistic = RM1.000
Beyond Expectation = RM1.50 and above





DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

CLMT ---> REVISED EXPECTATION FORMED ON 5 SEPTEMBER 2023 - To reflect the Divestment of Non-Performing Assets - 3 DAMANDARA

8 - 14 months months from 5 September 2023 (price RM0.540 as of 5 September 2023)

Pessimistic = RM0.750
Optimistic = RM1.000
Beyond Expectation = RM1.200



PARKSON ---> EXPECTATION SINCE Q1 FY2023

12 - 18 months months from 6 September 2023 (price RM0.275 as of 6 September 2023)

Pessimistic = RM0.500
Optimistic = RM1.000
Beyond Expectation = RM1.50 and above





DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

下个月 CLMT 的舞台了

大家记得注意，注意

很多人average up parkson 是有原因的

据说 Uncle William Cheng 也有叫他的朋友们，香港的朋友，相信不少外资流入进来百盛了

会继续hiong hiong

我要卖屁股，赚快钱，然后all in

可惜没人要

Sarawak might be increasing its stake

and Budget will be done in favour of Sawarak which will bring more development and in turn increase the business opportunities for AFFIN

Hold tight.. RM2.50 is not impossible

I continue to collect at 0.300 just now and now focus on buying more and average up

RM1 is not impossible

Kelvin

Correct. Q3 is always a lull period for Parkson

Depending on China, it should be able to show a small profit which is better than none

有消息啊，都不知道准吗？财务预算案，华哥会对东马和。关照，特别是造王者sarawak,到时候Affin 会有很多项目，钱赚不完了啊

下个月会飞到2.50 吗，拭目以待

Take care yeah

10月11月闭关了啊，大家加油

只能偶尔出来解释一下，不然很多小白会被骗票

预祝大家顺顺利利，倒数6天，暂时闭关10月11月 to do various M&A Projects，不是偷偷卖啊，先说明。。偶尔会出来提醒避免小白被骗票

Why2TellMeWhy

Take care yeah

10月11月闭关了啊，大家加油

只能偶尔出来解释一下，不然很多小白会被骗票

预祝大家顺顺利利，倒数6天，暂时闭关10月11月 to do various M&A Projects，不是偷偷卖啊，先说明。。偶尔会出来提醒避免小白被骗票

Cost Cutting for non value added Buisness Unit is a good strategy or what we said Turnaround Startegy

if you donnot nvm, others who know will cpntinue to observe and monitor their risk in Parkson by monitoring QR by QR ...

Then you are too short sighted d pang72

Expansion is one strategy

Divestment or closure of non performing BU is another strategy

Both also can be used to unlock value of the Company and to achieve Resource Optimisation

I am not sure if you dont know or you intentionally or pretend not to know

价值投资利益最大化的两个方法：

（1）重仓投资在拾荒股票才是股市赚钱的王道 (PARKSON and CLMT)；

（2） 重仓投资在人家看不起眼的二等金融股 (AFFIN)

永远秉持人弃我取那些蒙尘珍珠，还有记得别在股市追求时尚，追求名牌，因为名牌意味着高价格，贵东西！

接下来我会义无反顾的重仓CLMT和PARKSON，将我的投资盈利最大化。

种种原因，我已经在很久前透露在KLSE i3 和 KLSE SCREENER

当然这个才开不久的部落格也是说明很多了！

永远要记得投资股票就是投资未来的价值，投资前景，投资可达到的梦想！

市场很多课程老意味的纠结过去种种的商业亏损，但是没有注重高管理层有没有励精图治，还有一个盲点就是企业失落的因素是属于可控制 (Controllable Factor) 还是不可控制的 (Non Controllable Factor)

最近有点忙，但是我会抽点时间继续帮助大众在拾荒股票路线解密。

真金不怕红炉火！这两个是我早期部署然后重仓的股票，符合上面两大条件，多多益善！

yours is considered JUDI

turning red must be validated with reason

like what i said before in my blog

https://devotee-of-john-templeton.blogspot.com/2023/09/1-parkson-and-clmt-2-affin.html

Why2TellMeWhy

I will start collecting hidden GEM in SGX next month...

Not disclosed at this juncture

Everyone should be clear with the reasons/what makes them decided to invest/trade Parkson and be responsible for their own decisions :) As this is a public forum, one can expect all the different types of comments. Facts and figures are boring as it involves a lot of work while gung-ho/negatively charged comments are full of drama :)

There are two short term risks that could provide opportunities to add - (1) irrational market wide reaction to China's property sector and the central bank is stepping in to support/maintain liquidity (2) crowd psychology resulting in price volatility :) we have seen it recently and it shall not be the last :) Positive external headwinds - strong retail data and in this case department stores sales for July and Aug. Sep should be strong still while Q4 is starting with Golden Week in the first week of October. If the recent summer's transportation data is a good measurement, we can expect higher movement during the Golden Week's one week holiday - restaurants, stores should be packed :)

Have faith in your own plans and what you know shall not be less than others. Understand your own investing journey from your own past examples and I am sure you would have went through some experiences whereby your decisions were driven by the swing in the market/public opinions; emotional if you will. What would you do differently if you were in the same situation again today - hold, sell, rebalance, validate your initial plan (entry/exit) against the latest facts/trends and follow through, or disconnect from the screen?

we just stick to our focus. the rest are noises.

every stock also got ppl play anxiety and make fear. how typical.
never understand why these people can't keep to themselves.

not even scared at all. hahaha. play share must have vision, if not go back sleep or put in FD

added more added more from time to time...

next month green colour again

then 60 cents and above is not impossible