HI bro Sebastian, for the time being cannot compare directly CTR Dlady with Ctr Nestle. CTR Nestle already counting in MSCI Global Standard Indexes. :) ***** CTR Dlady not in yet. :) *****
This morning untill afternoon, CTR Nestle can went up & slung down to RM 10+ within half a day...... It's like a roller coaster ride...... What about others CTR as well ....... Share market really unpredictable.........
Is just a sentiment...everyone thinks consumer stk should go up, so it went up... those buy expensive without consider fundamental one donate to the early bird...
Maintain MARKET PERFORM and TP of RM71.20. This is based on an unchanged 30.0x FY19E PER (at +1.0SD over the 3-year mean PER, applied across large cap F&B stocks). Although approaching our ascribed value, DLADY is expected to command the best yields amongst the large cap F&B players at 3.3%/3.7% for FY18E/FY19E while its peers only offer an average of 1.4%/1.7%.
Risks to our call include: (i) weaker-than-expected sales, (ii) higherthan-expected commodity prices, and (iii) weaker-than-expected domestic currency.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
apolloang
18,163 posts
Posted by apolloang > 2018-02-28 00:40 | Report Abuse
dunno,her bro yeo khee nam,khee huat,khee poh......many stocks they hold after sold their broker firm to ecm libra