https://www.businessinsider.com/nike-laying-off-staff-after-losing-790-million-in-q4-2020-6?fbclid=IwAR3kNo7jhTURPlW2Wg0USo3Fy-XMTh2bYCghHpVEWysp1Q-A0UOBIXxzIxU

Anothet catalyst for Magni?

ban including clothing from China

https://www.malaymail.com/news/malaysia/2019/10/02/us-blocks-import-of-goods-from-five-nations-including-malaysia-in-rare-anti/1796246

chance to collect, price is below NTA now.

https://www.google.com/amp/s/www.cnbc.com/amp/2017/10/25/nike-shares-jump-as-retailer-lays-out-new-growth-targets.html

http://www.thestar.com.my/business/business-news/2017/10/19/affin-hwang-initiated-coverage-on-poh-huat-with-buy-call/

This is a typical good business with fair value.

http://www.sinchew.com.my/node/1673054/%E5%9B%BD%E5%86%85%E6%9C%80%E5%A4%A7%E6%8A%A4%E6%A0%8F%E4%BE%9B%E5%BA%94%E5%95%86%EF%BC%8E%E9%B8%BF%E8%BE%BE%E8%B5%84%E6%BA%90%E6%8A%A2%E9%A3%9F%E5%9F%BA%E5%BB%BA%E5%90%88%E7%BA%A6

next q would be a much better based on inventory but i think yoy would not be better than last year

if you guys believe in PEG, it's still cheap based on latest yoy growth rate

very good article...