lambsauce

lambsauce | Joined since 2019-07-01

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Stock

2020-08-24 16:33 | Report Abuse

AEON won't go bankrupt, but will just get more and more borrowings to cover its short of cash from operating
Also, don't dream on that AEON Japan will help, it never helped (low interest debt, share buyback or any kind), but insisted to receive dividend recently amid trying time

News & Blogs
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2020-08-13 14:03 | Report Abuse

first entry at 0.5 , support botak

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2020-08-12 11:06 | Report Abuse

worst is company still decided to give 4sen dividend despite very poor earning, apprently aeon japan itself is having hard time now n wanted to suck as much as possible, instead of being supportive
price has been dropping like waterfall, but company still doesn’t really do any buyback
is the company fair value yet to surface? or it is yelling obviously that it has gt no cash?
judge wisely

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2020-08-12 10:27 | Report Abuse

apparently even the funds n institutions aren't confident in this company's fundamentals
0.8 had been broken

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2020-07-24 12:43 | Report Abuse

feel sick seeing this forum is filled with spam instead of fruitful discussion

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2020-07-19 18:49 | Report Abuse

If you are free, you can go to AEON malls to have a look, especially those in suburban areas

Just look at how much is its average occupancy rate, and do remember that property segment is its main source of profit

Increasing in supermarket (retail) sales is as good as nothing, as that segment only contributes very thin profits, and be reminded that manufacturers (Nestle, P&G, Unilever, etc.) are selling their own goods online by themselves with everyday low prices to further suppress retailers profitability

Even before the virus hit, MY mall space is already beyond oversupplied, now imagine how long it is gonna take to recover and stomach the supply

In near term, PE 15 is still expensive for this counter, PE 12 to 13 seems fairer

Brace your self for the ugliness of upcoming 2Q report, as AEON reported that it waived rentals for its tenants

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2020-07-03 16:38 | Report Abuse

18.3 block cleared

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2020-06-30 14:04 | Report Abuse

klse is always easy to manipulate, market cap is so small compared to US major indices

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2020-06-29 15:16 | Report Abuse

lol until now still not dare to release QR

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2020-06-26 15:13 | Report Abuse

uncles aunties dah stopped goreng, changed to genting to main already

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2020-06-16 14:46 | Report Abuse

hopeless company, QR delayed till today still yet to release

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2020-06-15 11:09 | Report Abuse

cut already, wait lower only buy back

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2020-06-10 14:14 | Report Abuse

institution funds just masuk, tunggu apa lagi

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2020-06-03 15:05 | Report Abuse

wong dragging to release QR while pending to win contracts

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2020-06-03 15:03 | Report Abuse

boss no cash flow, 0.59 pun buang

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2020-06-03 09:31 | Report Abuse

he obviously holds a lot, n is now very panic to dispose.

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2020-06-01 10:33 | Report Abuse

Victor is obviously a shameless promoter with no solid base to support, just like those IBs
AEON japan that bought over Carrefour n re-branded it as AEON Big, until now still cant see net profits recorded
1 of the reasons is obviously the high personnel expenses to pay their Japanese staffs
Their own biz in Japan already having difficulties, still having wet dream of it to privatize AEON Malaysia?

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2020-05-29 14:35 | Report Abuse

purely goreng only, or some group sifu ask students to masuk

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2020-05-28 20:54 | Report Abuse

econpile on the other hand is having rather pessimistic prospect too

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2020-05-28 20:52 | Report Abuse

bad qr with pessimistic prospect
against last qtr, order book also dropped
if cant get some cakes from ecrl, HSR , then reali habis

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2020-05-28 20:45 | Report Abuse

kancs is right, the contract value is really low, even nut company like hohup got bigger cake
lets see whether the market for construction sectors is logical or not

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2020-05-27 10:35 | Report Abuse

gone are the days forum filled with intellectual discussion sigh...

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2020-05-21 12:30 | Report Abuse

Hahaha
AEON did have a dark history of hosting its own online shopping web for like a year, but suffered from low sales volume that couldnt even cover its high maintenance expenses (like Lam mentioned, coz of pro-Japan culture at whatever costs, despite market able to give better rates), then tutup semua and hide all the news.
Google shoppu

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2020-05-21 12:11 | Report Abuse

unless AEON is showing some significant changes in its biz model, old-school retail is waiting to extinct.

Stock

2020-05-20 21:48 | Report Abuse

not only sales commissions, AEON was waiving their rentals
Q1 result that was buffered with CNY festive sales is already this ugly, cant even imagine how bad the figures are gonna look like in Q2
obviously the better sales from supermarket segment cant save their other biz segments
EPF used rakyat hard earned money to bring u guys go Holland

Stock

2020-05-01 11:09 | Report Abuse

epf kuat goreng this counter when its profit took a big hit
speechless

News & Blogs

2020-04-08 17:47 | Report Abuse

worst has yet to surfaced
wait till US and China released more ugly economic data
then the market further slides more

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2020-04-08 14:34 | Report Abuse

wah all kuat goreng construction counters

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2020-04-03 16:32 | Report Abuse

this counter always kuat goreng, will retract again soon, since it's without the support of new contract announcement.

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2020-04-01 09:18 | Report Abuse

dont touch this counter, heavily manipulated by the directors n online guru gangs

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2020-03-23 16:55 | Report Abuse

gloves and masks are 2 very different things to produce la adoi

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2020-03-23 16:40 | Report Abuse

kesian myeg, competent to jual sampai ke luar negara, including US, and even obtained FDA approval, but at here kena kencing hari2

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2020-03-23 15:46 | Report Abuse

Sunway just announced to give free rental rebate during lockdown period, and AEON does nothing?

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2020-03-17 08:50 | Report Abuse

profits from unsustainable selling of edc, govt e-wallet initiative have come to the end, tp pe 20-25

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2020-03-17 08:48 | Report Abuse

more drops to come, whole supply chain is broken, tp pe 13

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2020-03-16 18:13 | Report Abuse

govt just ensured ecrl to proceed, hold tight, contracts will be announced very soon

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2020-03-16 18:11 | Report Abuse

govt just ensured ecrl to proceed, hold tight, contracts will be announced very soon

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2020-03-16 18:11 | Report Abuse

govt just ensured ecrl to proceed, hold tight, contracts will be announced very soon

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2020-03-16 18:11 | Report Abuse

govt just ensured ecrl to proceed, hold tight, contracts will be announced very soon

Stock

2020-03-16 18:11 | Report Abuse

govt just ensured ecrl to proceed, hold tight, contracts will be announced very soon

Stock

2020-03-13 12:52 | Report Abuse

rm1 broken, next tp = pe 10

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2020-03-12 18:19 | Report Abuse

imagine the premiums they have to pay to prime malls, like 1u n midvalley to operate, plus the "premiums" for permits from city coucils

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2020-03-12 18:16 | Report Abuse

u guys still havent waked up from wet dreams?

sales means nothing, if u are not gonna make profits

aeon net profits been declining, n gt no sight of recovery

while the official catalogue for this isn’t released yet, I dun think they can come up with sth revolutionary to actually pull crowd to shop at midnight

if they wanna play price war, how low could they go? Possible to be lower than shopee n lazada?

dun tell me some stupid spin&win contest, hosted by some silly social influencers; this isnt year 2010 anymore

cant imagine the amount of net losses they are going to make for this stupid promotions

forecast share price to touch rm1 soon

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2020-03-12 14:55 | Report Abuse

midnight sales? what a joke
gt sales volume with no actual profits again, no wonder the share price landsliding like this

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2020-03-12 14:20 | Report Abuse

TP 7 for short term then will enter correction

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2020-03-10 17:34 | Report Abuse

just buy now, it is at its bottom already
when contracts are announced later very soon, sure gt some allocated for it
for medium term, u easily earn at least 30sen/share