lambsauce

lambsauce | Joined since 2019-07-01

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Stock

2022-10-05 09:48 | Report Abuse

Teong also cannot tahan?
used equity swap to cash out so much?

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2022-04-12 14:47 | Report Abuse

new CEO worked 1y+ , already disposing his shares at RM1.60

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2021-11-11 14:34 | Report Abuse

ccp also no save evergrande, Msia govt will save serbadk?

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2021-10-15 16:38 | Report Abuse

Saudi quiet coz still marah that oil crashed badly in Mar 2020
TP brent oil $90-100 by 2021, follow big US analysts

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2021-10-11 16:30 | Report Abuse

ewallet charging 0%-0.5%, CC charges 2-3% + terminal rental
most shops already stopped accepting CC/debit cards
no point to lease revenue terminal if no longer accepting CC/debit cards

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2021-05-11 09:26 | Report Abuse

forward annual growth also similar to TSMC only, but PEG ratio higher than it,
more to drop

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2021-05-04 15:32 | Report Abuse

botak counter forever stuck below 0.5

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2021-04-07 10:56 | Report Abuse

botak no energy as always, forever stuck 0.5 & below

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2021-04-05 14:31 | Report Abuse

botak no energy, forever stuck 0.5

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2021-03-17 08:54 | Report Abuse

RM2 share price still not enough liquidity...?
why wanna bonus issue lagi

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2021-03-10 09:17 | Report Abuse

ask your friend work in retail, QL eggs sales is way better than Nutri+

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2020-11-24 17:30 | Report Abuse

AEON is already struggling hard pre-covid, and that's mainly caused by oversupply of malls, where rental income is its main source of profit.
Recovery theme wont magically uplift this counter when the fundamental issues remain unsolved.

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2020-10-26 15:55 | Report Abuse

Out of so many things they could do during this tough time, AEON chose to make movies instead, not 1 but 2.
You judge yourself.

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2020-10-22 15:25 | Report Abuse

already priced in

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2020-10-21 11:42 | Report Abuse

china vaccine is already released n taken by mass public
the race to vaccine is very strong now; it's no longer like last time with current more advanced tech

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2020-10-21 10:36 | Report Abuse

music chair is stopping

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2020-10-19 18:11 | Report Abuse

EPF is mad; risking rakyat money to infinitely average down their position when all others are disposing

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2020-10-13 14:07 | Report Abuse

EPF also started to jumpship; more negative quarters incoming

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2020-10-08 08:34 | Report Abuse

panic buying of groceries wont bring much profits to AEON, as margin for this segment is utterly low to cover the hefty losses from non-grocery and rental

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2020-10-02 08:37 | Report Abuse

gg contract amount kena cut a lot

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2020-09-30 16:52 | Report Abuse

lol didn't all of this dude comments just got deleted by mod last round?

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2020-09-25 14:09 | Report Abuse

just cut loss and switch to other better counter, the opportunity cost to wait it to come back is too high
Till now, AEON is still doing the same old shit, when other retailers are adopting IR4.0 and experiential retail

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2020-09-22 15:15 | Report Abuse

hopeless botak counter

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2020-09-22 14:24 | Report Abuse

we can't win IB as they can short sell when we retailers are prohibited to do so

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2020-09-22 08:54 | Report Abuse

"The other Malaysia-based banks flagged as “potentially suspicious” are ...... CIMB Bank Bhd (two transactions, received US$211,868), ......"

https://www.theedgemarkets.com/article/nine-banks-malaysia-led-public-bank-and-ambank-linked-23-suspicious-transactions

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2020-09-21 17:11 | Report Abuse

mrcb is untouchable due to its special relation with govt...

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2020-09-18 10:51 | Report Abuse

EPF was the only one been buying all this while, and finally gave up too.

This still isn't enough to wake you guys up?

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2020-09-17 12:54 | Report Abuse

all these sohai should be penalized by SC

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2020-09-17 12:47 | Report Abuse

all SKL, might as well blow 2b

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2020-09-15 09:04 | Report Abuse

AEON's Revenue has always been high, but it is very weak at sustaining a good profit margin.

In coming years, MY economy prospect is going to stay dimmed, with cautious consumer spending, hence people will always seek for bargains, and online shopping is the preferred choice.

AEON is just a retailer, there is no way it could fight the cheaper prices coming from official manufacturers who list at e-commerce platforms themselves.

What's worse is the slow-down and halt of business expansion causing its tenant occupancy rates to suffer much, particularly in the suburbans, on top of the huge expenses forked for rental incentives.

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2020-09-14 10:01 | Report Abuse

careful pump n dump lagi

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2020-09-10 10:29 | Report Abuse

if newbie, then dont main botak counters

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2020-09-10 09:10 | Report Abuse

botak counter most 3days show

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2020-09-09 08:37 | Report Abuse

botak goreng news datang lagi

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2020-09-08 10:50 | Report Abuse

botak counter always pump n dump

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2020-09-03 15:38 | Report Abuse

KLCI red sea, foreign funds are pulling out aggressively, gloves are not excluded

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2020-09-03 10:52 | Report Abuse

harta always blow about how top-notch quality their gloves are, n laugh at others only know to play the quantity game
now topglove even overtook its position as largest nitrile gloves producer too; with the profits coming in, topglove is able to hire more n more talented r&d personnel
also, the AMG blow for how long already, yet till now havent gt approval from US; even if they get now, the market is very niche, as not many wanna pay so much premiums for that

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2020-09-03 10:14 | Report Abuse

better cut already, glove rally n maniac already slowed down, the race to produce legit vaccine is so much more intense compared to last time
market is expecting something big to come out before US election
till then gloves will drop further, with little space to up anymore

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2020-09-03 09:50 | Report Abuse

u buy harta for super duper long term coz its bosses wanna be the only kind businessman in pandemic by not raising its product prices as much as the others, all with the hopes that its customers will always come back to them
however, the market doesnt wanna risk their money in a counter with this high of opportunity cost

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2020-08-28 10:32 | Report Abuse

World’s top rubber grower challenges Malaysia’s glove dominance
https://www.theedgemarkets.com/article/worlds-top-rubber-grower-challenges-malaysias-glove-dominance

thailand wanna challenge Topglove

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2020-08-28 10:29 | Report Abuse

how could Bakbeli make profits, it is throwing prices aggressively

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2020-08-28 10:06 | Report Abuse

seems like already it's already priced in

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2020-08-28 08:55 | Report Abuse

Quoted from HLIB:

Outlook. In the property management segment, we understand Aeon granted rental rebates to ~70% of total tenants. While July rental collection has recovered to RM50m, we understand this is still lower than pre-Covid-19 rental income of RM58m/month. Furthermore, our channel checks indicate that many retail players have either (i) closed a number of physical retail stores and/or (ii) renewed leases from shopping mall operators in recent months at significantly cheaper rates. In conclusion, we expect the PMS division (which accounted for ~75% of EBIT in FY19) to continue to suffer as Covid-19 puts pressure on physical retailers and hence, shopping mall operators. Note that even before MCO, occupancy rate slipped to 90.7% in FY19 (from 91.4% in FY18) due to the supply glut of rentable retail space.

Forecast. We lower our FY20/21/22 forecasts by to 8.5%/24.1%/14.7% to account for weaker than expected retailing sales in 1H20, lower shopping mall occupancy rates and lower rental yield from retailers renewing leases at cheaper rates.

Maintain SELL. After our earnings adjustment, our TP falls from RM0.86 to RM0.71 pegged to an unchanged 12x PE multiple of mid-FY21 earnings. While the reopening of non-essential retail with the relaxation of MCO rules bodes well from Aeon going into 2H20, we expect the MCO to exacerbate the largest issue facing shopping mall operators, which is the supply glut of available retail space in Malaysia.

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2020-08-27 18:29 | Report Abuse

Before MCO, most AEON tenant lots were already empty.

Now, when you go to its malls, the empty lots are like doubled than previously.

Before moratorium ends, the situation is already this bad, try to imagine the upcoming months that how many more business owners want to close down their businesses in the malls.

To lure tenants to come in, AEON has to burn more cash.

Don't even talk about the retail segment which got thin profit margins even before MCO.

The opportunity cost to invest in this company is way too high.