HJey

HJey | Joined since 2013-08-13

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Stock

2013-12-13 16:55 | Report Abuse

Poor Steve Jub, one said sell, another said buy. Haha

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2013-12-13 16:19 | Report Abuse

Steve Jub. I will be very honest with you. I'm not accountant or auditor. I'm young but not college student.

If you trust me on doing accounting for csl, you should book a ticket to Holland. Haha.

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2013-12-13 16:08 | Report Abuse

Boy boy bullbear, haha. Have fun with bullbear, guys

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2013-12-13 16:06 | Report Abuse

Steve Jub, I'm the youngest

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2013-12-13 16:02 | Report Abuse

Hahahahaha. Bullbear is 3i. You're very new in AA thread. A good laugh, anyway.

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2013-12-13 15:55 | Report Abuse

I know 3i. What is his nick here?

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2013-12-13 15:41 | Report Abuse

Wahaha126, beh yau kin. lu si wa ah hia. I support u one.

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2013-12-13 00:07 | Report Abuse

Haha. This is how Bullbear chooses his next toy.

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2013-12-13 00:05 | Report Abuse

46 or 46.5 cent is pre-iculs price. I hope there is healthy profit taking coming.

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2013-12-12 23:59 | Report Abuse

Bullbear, are you for real? You really bought AA. Haha.

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2013-12-12 23:57 | Report Abuse

Freonsf, confident?? More towards ignorance.

Weechin, ok.

Haikeyila, my boss alex chan said it's force buyback.

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2013-12-11 11:57 | Report Abuse

Fam Jenny, I believe you. Bear with me for a while. Ok, ciao

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2013-12-11 11:47 | Report Abuse

Haha. Crazy stock attracts all kinds of eccentric people.

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2013-12-11 11:44 | Report Abuse

I want the price be stagnant for 3 weeks. Good for more buying later.

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2013-12-11 11:42 | Report Abuse

Haha, you're funny man

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2013-12-11 11:40 | Report Abuse

Freonsf, it's a joke. There is no shark, buaya or lion here.

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2013-12-11 11:37 | Report Abuse

Now Everyone Insults AirAsia. Sigh, bullbear is winning our bet, yet, he is missing. And, now come fortunebull.

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2013-12-10 18:39 | Report Abuse

I can see you missed out TWO ZERO. Outstanding shares is 633,632,000. I assume you used the right figures.

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2013-12-10 18:23 | Report Abuse

Datuk & wahaha are enjoying themselves with money won from China Sexy Lady. Haha

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2013-12-10 18:11 | Report Abuse

Smallboy, your basic math is worse than me. Haha

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2013-12-10 18:05 | Report Abuse

Lawrence, what you expect from Tony? Goreng the stock instead of strengthening AirAsia business. If you looking for goreng stock, there are fews out there.

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2013-12-10 17:54 | Report Abuse

Freonsf, throw money into ocean to feed shark. Haha

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2013-12-10 17:33 | Report Abuse

Tessa, you are definitely a "good" driver. Your ambulance/superbike is one day late. Haha

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2013-12-10 17:20 | Report Abuse

Privatisation is looking unlikely for now. L&G intends to become mid-sized property developer & "good" relations with our government is a must. Thus, listing in KLSE will continue.

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2013-12-09 18:55 | Report Abuse

Haha. I feel like "A Dead Sardine Surrounded By Tortoises In The Middle Of Federal Slowway". Need to see doctor, haha.

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2013-12-09 18:32 | Report Abuse

So how? Want me to keep or sell?

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2013-12-09 18:26 | Report Abuse

Haha. Bullbear is better than you kc loh. In & out few times with profit. Good luck to benalec ppl. You guys definitely need it.

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2013-12-09 18:13 | Report Abuse

Kc loh, do u see our elusive bullbear? Missing again.

General

2013-12-09 18:00 | Report Abuse

Haha, r u driving ambulance or police superbike? Only these two vehicles can save me

General

2013-12-09 17:53 | Report Abuse

After menara axis. Hate the traffic

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2013-12-09 17:52 | Report Abuse

Airasia too hot too handle for u guys. Haha

General

2013-12-09 17:50 | Report Abuse

How about save me from stuck in federal highway with the rain pouring down?

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2013-12-09 14:58 | Report Abuse

Profit had been made from dividend. Can sell anytime but I will wait for next round of dividend, probably after next quarterly report.

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2013-12-09 14:50 | Report Abuse

Faberlicious, that's why I keep Marco more than 2 years. For dividend only. SuperFD in the making.

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2013-12-09 12:44 | Report Abuse

Faberlicious, I doubt it will fly too. My dividend yield is 14% this year. Hard to predict Tan Sri next move.Tan Sri declared 15% dividend 2 years back. He may shiok sendiri again next year.

Sephiroth, this is how I determine a quality eps.

If eps decrease due to increase in outstanding shares, it's normal.

If eps decrease due to reduction in net income, it's bad.

Hope it clarify.

Stock

2013-12-09 11:48 | Report Abuse

What to expect in 2014?

Challenges
Read Bullbear's postings

Oppportunities
Read others postings except Bullbear

Caution
It will be too much to handle for newbies

Stock

2013-12-09 11:41 | Report Abuse

"Pain in the ***"
"A thorn among roses"
"Hate to love, love to hate"

These idioms are perfect description for Marco.
0% capital gain but attractive dividend yield.

Too many competition, yet, found its niche in entry level segment where its priced between RM200 to RM500. This is Casio unique selling point alongside with its established G-Shock range.

I don't expect Marco can penetrate fashion & premium watches market. It's dominated by Fossil, Seiko, Swatch & etc. In fact, solidify its current position is the best strategy.

Will it fly after May 14? I would be more happy if dividend yield is 20% next year. Thank you, Tan Sri. I am your crony.

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2013-12-05 16:33 | Report Abuse

Shhhhhhhhhh.....

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2013-12-05 16:31 | Report Abuse

Thank you for your compliments.

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2013-12-05 16:29 | Report Abuse

That's Marco outstanding personality. 0% capital gain, just like a thorn. Haha.

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2013-12-05 16:26 | Report Abuse

I heard you, Fam Jenny. I will sell before Christmas.

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2013-12-05 16:23 | Report Abuse

The payment is 2-3 months from now. The ex-date is longer.

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2013-12-05 16:20 | Report Abuse

Tipster, why your expression was uhhhh. Are you in pain or what? Haha

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2013-12-05 16:17 | Report Abuse

Marco is a thorn among roses. It stands out the most in my portfolio.

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2013-12-05 16:06 | Report Abuse

I want to buy more at lower price. At current price, we have good double digit gain on paper. Wait until my bonus out & you can share after that. Haha

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2013-12-05 16:01 | Report Abuse

Where is bullbear? Missing again

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2013-12-05 15:59 | Report Abuse

Haha, midtermtrader. Try to keep this beautiful daughter away from spotlight. Maintain low profile. I haven't buy enough & want the price to remain low. I know you from investlah. Shhhh

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2013-12-03 22:47 | Report Abuse

There is a saying, “Never fall in love with a stock”. Unfortunately, I break this rule with Yee Lee for a reason you will know later.

Yee Lee recorded 53% paper gain from Jan to today closing price and paid 2 cent dividend less 25% tax, 0.5 cent dividend tax exempt. Without doubt, this is fantastic result for me.

Let understand more about Yee Lee and its business.

The big four players in FMCG trading business are DSKH, Lam Soon, Yee Lee & Tiong Nam.
Hereby, I declare on owning shares in Lam Soon (direct & indirect) & Yee Lee. I worked in Lam Soon before I left 16 months back. I am not attached to Yee Lee & the reason I bought its shares last year was because of turnaround in its trading division.

Due to my interest in both companies, I can’t disclose any sales information. I can only share brand vs brand by product category in general.

Lam Soon is direct competitor to Yee Lee

Cooking Oil
Knife vs Red Eagle

Detergent (Southern Lion is a subsidiary of Lam Soon)
Top vs KIZZ

Dishwashing Paste
Senang Hebat vs Sunglow

Oral Care
Fresh White vs Morning Kiss


Now, let look into challenges in the year ahead. FMCG is a competitive industry and marketing plays an important role in sales, either sell in or sell out.


1. Perception is Reality.

Remember, brand principal spends its budget on A&P to sell a perception. Look at advertisement around you. What is the message? Happiness, Family, Convenient, Popularity. Yes, this is what we’re selling to consumer.

Marketing expenses will increase as the needs for brand positioning getting tougher. Consumer loyalty is most desirable but it’s an uphill battle. Consumers are fickle and can be tempted by sales promotion, either discount or free gifts.

The battle for products to be inside customer’s basket is main objective. Due to this, more & more companies employed weekend promoter to push products to consumer. It’s another costs.


2. Endless Competition (Not Endless Possibilities) & Exclusive Partnership

To increase revenue, distribution contract is the lifeblood of trading business. P&G, Unilever, Colgate Palmolive, Johnson & Johnson and etc are the brand principals craved by everyone.

With intense competition, margin offered to brand principal is lower in order to win the contract (renewable). The competitive environment is tougher with exclusive partnership in the picture.

Some brand principals have exclusive partnership with a trading arm (or their own trading arm).
Yee Lee = its own products & Spritzer
Lam Soon = its own products & Southern Lion
DKSH = its own products & Famous Amos
Tiong Nam = F&N
Cotra Enterprises = Vitagen, Marigold Peel Fresh

By now, you should realise I fall in love with my competitor, which I shouldn’t do..but it feels good to break the rule sometimes.