5 people like this.

9 comment(s). Last comment by tradeview 2017-05-29 09:48

Posted by 8illionaire > 2017-01-26 15:13 | Report Abuse

No.

gutt

169 posts

Posted by gutt > 2017-01-26 15:17 | Report Abuse

???

L2invest

34 posts

Posted by L2invest > 2017-01-27 08:52 | Report Abuse

TQ 4 sharing, nice analysis! My thought is d low margin implies a very competitive biz, holding it for long term will be really to bet on the ability of the Mgt to do wonder...?

tradeview

608 posts

Posted by tradeview > 2017-02-01 17:21 | Report Abuse

Few ways for the company to improve, reduce cost structure and increase selling price. Selling price is determine by the market forces hard for the company to intervene. Only way is cost structure which CCK did by integrating the entire value chain. As a result, the profit margin increased from 2% to 3%. I am confident the coming Q, CCK wont disappoint. Many are wary because they are not familiar how to value the company following the bonus issue. If they read carefully, they will know CCK is clearly undervalued

supersaiyan3

3,134 posts

Posted by supersaiyan3 > 2017-02-08 04:51 | Report Abuse

Nowadays poultry is a high-tech business. Low tech like CCK, susah!

supersaiyan3

3,134 posts

Posted by supersaiyan3 > 2017-02-08 04:53 | Report Abuse

Baja shoots up, susah!

Erudite

254 posts

Posted by Erudite > 2017-02-21 16:38 | Report Abuse

soon to be realise!

tradeview

608 posts

Posted by tradeview > 2017-05-18 17:35 | Report Abuse

Advise to all who read our article and entered CCK at 64 sens, please note CCK has done very well with 30+% return in 5 months. Those happy with profits, do not forget to take profit. Those who intend to hold and ride, do not do so solely because of CIMB's report. While CCK is fundamentally sound, the earnings will have to improve gradually every Q to reach CIMB's TP. Which means if you hold, must be prepared for long term investment horizon.

tradeview

608 posts

Posted by tradeview > 2017-05-29 09:48 | Report Abuse

Hit our TP.

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